Middle Market Mergers and Acquisitions by Colonnade Advisors
Get the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at owners of middle market companies in the financial services and business services sectors. Middle market companies are generally valued between $20 million and $500 million.
Episodes
In this episode, host Jeff Guylay is joined by guest Mark Achler, co-author of Exit Right, to explore the critical decision of whether—and when—to hire advisors during the M&A process. Drawing on lessons from the book and real-world experience, Jeff and Mark outline how CEOs can maximize value by assembling the right team of experts, while still retaining control over strategy, relationships, and execution. Fr...
In this episode, we discuss the key questions sellers should ask potential buyers when considering a sale. Understanding a buyer's strategic goals, cultural alignment, and team integration plans is crucial for e...
In this episode, we discuss strategic steps for Equipment Leasing and Finance companies as they grow and evolve. The leadership of some of these businesses may decide to remain a certain size and complexity and be “ lifestyle businesses”, providing healthy cash flow to the owner(s) while they continue to run the business.
However, other options exist, and exiting the business for a favorable multiple to a bank or other buyer can be...
This episode is a great add-on to the previously released four-episode series exploring the due diligence process:
EP003: Business aspects of due diligence
EP004: Legal aspects of due diligence
EP005: Accounting aspects of due diligence
EP006: Technology aspects of due diligence
As we explore ...
When a company is considering an M&A transaction, there’s a range of alternatives. On one side of the spectrum, there’s selling 100% of the company and exiting. On the other side of the spectrum is no transaction at all (“stay the course”).
In the middle are the options to sell various amounts of a co...
This episode continues our series of "industry spotlights," in which we focus on specific trends and opportunities in middle market M&A transactions.
This episode continues our series of "industry spotlights," in which we focus on specific trends and opportunities in middle market M&A transactions.
This episode focuses on the automotive reconditioning industry, a $5.4 billion industry that is highly fragmented and ripe for consolidation.
Colonnade has extensive transaction experience in the automotive services industry and has been the sell side or buy side M&A advisor on many o...
In previous episodes, Colonnade Advisors has outlined our unique 16-week sales process timeline in four phases: pre-marketing, go to market, management presentations/buyer due diligence, and exclusivity/documentation. In this episode, we will be doing a deep dive on indications of interest ("IOI"), which take place at the end of the go to market phase, and letters of intent ("LOI"), which take place at the end of the management pre...
This episode continues our series of "industry spotlights," in which we focus on specific trends and opportunities in middle market M&A transactions.
This episode kicks off several episodes around the finance and insurance ("F&I") products industry, estimated at $80+ billion in size at the retail level. Specifically, this episode is all about vehicle service contract ("VSC") administrators.
Colonnade has extensive transaction exp...
This episode kicks off a series of “industry spotlights” in which we focus on specific trends and opportunities in middle market M&A transactions.
Our first episode in this series is all about an exciting niche industry ($35 billion) that Colonnade has dominated in the role of advisor to both buy-side and sell-side clients. This industry focus has allowed us to deeply know the industry players and provide exceptional service to c...
We are excited to focus today’s episode on the final phase of our unique 16-week sales process.
Today we are focused on phase four: exclusivity/documentation.
We invite you to listen to episode 001 for more information about phase one (pre-marketing), episode 002 for more information about phase two (go to market), and episode 0016 for more information about management meetings: https://www.coladv.com/podcasts/002/
Other episodes d...
In previous episodes, Colonnade Advisors has outlined our unique 16-week sales process timeline in four phases: pre-marketing, go to market, management presentations/buyer due diligence, and exclusivity/documentation.
Today’s episode focuses on phase three: management presentations/ buyer due diligence.
We invite you to listen to episode 001 for more information about phase one (pre-marketing) and episode 002 for more information...
In this episode, Jeff Guylay focuses on the best practices to maximize after-tax proceeds from a transaction. Jeff is joined by featured guest Raj Rathi, co-founder of Rathi Singh Private Wealth Management, to share his insights from helping his clients understand the nuances of how best to manage their wealth.
Jeff and Raj discuss the importance of diligently working to articulate one's long-term personal and financial goals and u...
In this episode, Gina Cocking and Jeff Guylay discuss the different types of auction processes we use in a sale transaction, including a negotiated deal, a small process, a targeted auction, and a broad auction.
Gina and Jeff talk about each approach's pros and cons and why Colonnade advises clients on selecting one versus the other, recognizing that each situation is unique and calls for a customized approach to the market.
This e...
This is a special episode discussing how to build successful business relationships. In this episode, Gina Cocking, is joined by featured guest Willard Bunn, a managing director at Colonnade Advisors. Willard has previously served as chairman, chief executive, and director of several commercial banks. He has held numerous board positions and has extensive experience as an investment banker. Willard has the ability to build deep rel...
In this episode, Gina Cocking and Jeff Guylay focus on valuation - determining what your company is worth.
Key takeaways from this episode are:
- The right valuation methodology depends on the industry and the company
- Valuation should not be overly focused on the multiple. It also depends on what you to apply the multiple to
- Market price discovery through a competitive process will drive the highest valuation
In this episo...
In this episode, Gina Cocking and Jeff Guylay continue their discussion on deal structuring.
Today, the focus is on roll-ups. Key takeaways from this episode are:
• Highly fragmented industries are ripe for roll-ups
• A roll-up is an attractive exit alternative for companies that are subscale or have an incomplete management organization
• Transparency from both the buyer and the seller leads to the most successful outcomes
Other e...
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