EP309 Navigating Tech M&A for Exit Success

Welcome back to The Cash Rich Exit Podcast! I’m your host Colleen O’Connell-Campbell, here to guide you, the Self-Made Nation, through the strategies and stories that lead to successful business exits. In this episode, I’m joined by Boris Petkovic, Director at Sampford Advisors Inc., a leading M&A advisory firm specializing in technology companies.

 

We chat about the dynamic world of mergers and acquisitions (M&A) in the tech sector, with insights tailored to entrepreneurs and founders aiming for a cash-rich exit.

 

🎙️ What you’ll Learn in this Episode:

 

🌐 The State of Tech M&A: Boris shares key trends shaping the post-pandemic M&A landscape, including a significant dip in deal volumes from 2021 peaks and how quality companies are navigating the market today.

 

📊 Ottawa’s Thriving Tech Ecosystem: Why Ottawa remains a hub for innovation, with its rich history in telecom and the enduring impact of Nortel's legacy. Boris highlights how local resources like Wesley Clover have supported the growth of new startups in the region.

 

🤝 Private Equity’s Role in M&A: Learn about the key players in tech M&A, from private equity firms to strategic buyers, and how these groups approach acquisitions to expand markets or add product capabilities.

 

🛠️ When to Start Planning your Exit: Thoughts on the ideal time for tech founders to begin consulting M&A professionals, emphasizing how early planning helps entrepreneurs align their growth trajectory with valuation goals.

 

🎯 Fun, Frank Advice for Entrepreneurs: Don’t overlook niche markets! Boris explains how focusing on smaller, less competitive “micro markets” can lead to life-changing exits, even without chasing billion-dollar industries.

 

Are you thinking about your exit strategy? Let’s ensure you’re on the right path to a cash-rich exit. I’m offering a complimentary wealth gap analysis to help you align your financial plans with your business goals. Connect with me on LinkedIn or email to schedule your one-on-one session.

 

Enjoyed this episode? Please take a moment to leave a five-star rating - it helps us reach more entrepreneurs like you who are building towards their successful exit.

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The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities.

 

All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities.

 

This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional.

 

Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.