أفضل بودكاسات Mergers (2025)

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How Much Capital Is Available to Buy Your Canadian Business? 16:29

2d ago16:29

16:29

As a Canadian business owner running a lower middle market company—typically generating $5–$100 million in annual revenue or $2–$20 million in EBITDA—you may be wondering about the pool of capital available from private equity (PE) firms and strategic acquirers looking to buy businesses like yours in 2025. The good news? There’s a substantial amoun…

1
MBO: Spotting Top Talent for Your Company's Succession 14:57

2d ago14:57

14:57

A management buyout (MBO) is a strategic transaction where a company’s management team purchases all or part of the business, often with external financing. This approach allows managers to take control of a company they know intimately, leveraging their expertise to drive future success. Below, we explore the key aspects of an MBO, its benefits, c…

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Don't Get Caught Off Guard: Auction Your Business for Max Value 16:55

2d ago16:55

16:55

As a Canadian business owner of a privately held company generating $5 million to $50 million in annual revenue, selling your business is a high-stakes endeavor that can define your financial legacy. Businesses in this lower middle market segment typically exhibit earnings before interest, taxes, depreciation and amortization ranging from approxima…

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Share Purchase Agreement Strategic Considerations 16:48

6d ago16:48

16:48

In a Canadian business share sale, the Share Purchase Agreement (SPA) is the cornerstone document that formalizes the transfer of shares from the seller to the buyer, detailing critical terms such as purchase price, representations and warranties, indemnities, conditions precedent, and post-closing obligations. The Letter of Intent (LOI), typically…

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Defining Your “Why Sell?” Statement 23:17

13d ago23:17

23:17

The first step in selling your mid-market Canadian business ($5M–$50M in annual revenue) is defining your “Why Sell?” statement—a clear articulation of your motivations and goals for the sale. This foundational step ensures your decision aligns with your personal, financial, and emotional objectives, setting the tone for the entire process. For mid…

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Respond to Cold Outreach From Potential Buyers 13:21

14d ago13:21

13:21

For owners of privately-owned Canadian businesses generating $10 to $50 million in annual revenue, receiving an unsolicited call from a potential buyer can be both intriguing and disruptive. These cold outreach attempts—whether from private equity firms, strategic buyers, individual investors, other entrepreneurs, the company’s major customers, maj…

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When To Skip A Quality Of Earnings Report 11:17

14d ago11:17

11:17

For Canadian business owners navigating the sale or purchase of a company, a Quality of Earnings (QoE) report can be a powerful tool. This detailed financial analysis examines the sustainability and quality of a company’s earnings, often playing a key role in mergers, acquisitions, or investment decisions. However, producing or requiring a QoE repo…

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Are you Ready for Due Diligence? 8:42

15d ago8:42

8:42

Self-Assessment: Are You Ready for Due Diligence? Business owners preparing to sell their company can use this self-assessment, based on the article “Common Issues Found in Due Diligence and What Sellers Should Fix,” to gauge readiness. It features questions linked to key issues from the article, helping owners pinpoint areas for improvement. Answe…

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Evaluating a Letter of Intent for Your Business 12:24

16d ago12:24

12:24

Receiving unsolicited interest in buying your company can be both thrilling and overwhelming. The prospect of a sale brings a mix of emotions—pride in what you’ve built, curiosity about the buyer, and uncertainty about whether the offer truly reflects your business’s value. After engaging in discussions, meeting with the interested party, sharing f…

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Key Factors Influencing Seller Responses in Canadian Lower Middle-Market Acquisitions, Understanding the Dynamics of Deal Sourcing 15:26

20d ago15:26

15:26

Canadian buyers interested in acquiring lower middle-market companies—those generating between $5 million and $50 million in revenue—face unique hurdles when searching for suitable targets. Success often hinges on working with an experienced M&A advisor, who can clarify which factors drive measurable responses from potential sellers and shape a thr…

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Growing Your Canadian Business Through Acquisitions 15:28

24d ago15:28

15:28

For Canadian business owners aiming to scale their operations, acquisitions offer a powerful strategy to achieve rapid growth, expand market share, and enhance competitiveness. While organic growth—building your business incrementally through internal efforts like increasing sales or developing new products—has its place, acquisitions can deliver t…

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Understanding Equity Rolls for Canadian Business Owners, 19:42

24d ago19:42

19:42

As a Canadian business owner preparing to sell your business, you may encounter the term "equity roll" during negotiations, particularly when dealing with private equity firms, strategic buyers, or other sophisticated investors. An equity roll, also known as a rollover or equity rollover, refers to a transaction structure where the seller retains a…

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Navigating The Management Meeting Stage In The M&A Process 10:48

25d ago10:48

10:48

For Canadian business owners selling a company with annual revenues between $5 million and $50 million, reaching the management meeting stage in the mergers and acquisitions (M&A) process is a pivotal moment. This phase, typically occurring after initial offers or letters of intent (LOIs) have been received, is where potential buyers get an in-dept…

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Compensating Key People When Selling Your Canadian Business 7:50

1M ago7:50

7:50

In the Canadian business landscape, a company backed by a robust leadership team is inherently more attractive to both financial buyers (like private equity firms) and strategic buyers (such as competitors or consolidators). These buyers value transferability, the ability of the business to thrive without heavy reliance on the original owner, which…

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Why Survey Data Still Powers the World’s Biggest Decisions with Michael Ramlet of Morning Consult 18:46

1M ago18:46

18:46

On this episode, host Sima Vasa talks to Michael Ramlet, Co-Founder and CEO of Morning Consult. Michael shares how Morning Consult has scaled from a startup with a newsletter to a global leader in delivering real-time consumer insights used by central banks, hedge funds and Fortune 500 companies. He explains why owning the supply chain for data col…

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About the Shaughnessy Group 12:58

1M ago12:58

12:58

Unlocking Your Companies Value While Honoring Your Legacy. Selling and buying expertise for privately owned Canadian businesses with revenue from $5 million to $50 millionبقلم Amy Ice

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How Buyers React When Your Business Beats Or Misses Forecasts 13:55

1M ago13:55

13:55

As a Canadian business owner preparing to sell a company with $5 million to $50 million in revenue, you've likely invested significant time in the merger and acquisition process. Your M&A advisors have crafted a compelling teaser and confidential information memorandum (CIM), highlighting historical financials, projections and trailing 12-month EBI…

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Where Do M&A Advisors Add the Most Value? 13:36

1M ago13:36

13:36

As a Canadian business owner running a company with revenues between $5 million and $50 million, you're likely at a crossroads. Maybe you're eyeing retirement, a pivot to new ventures, or simply capitalizing on your hard work. Selling a private business isn't straightforward. It's a complex process fraught with risks, from undervaluation to deal-ki…

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Consumer Paradoxes and Market Shifts with J. Walker Smith of Kantar 27:32

2M ago27:32

27:32

On this episode, host Sima Vasa talks with J. Walker Smith, Knowledge Lead at Kantar. They discuss shifting consumer sentiments, the paradox of strong spending amid uncertainty and changes in market insights. Key Takeaways: (02:14) Experience in trends and futures at Kantar aids in predicting consumer values. (04:37) Consumer spending is strong, bu…

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Why CX Is Finally Earning C-Suite Attention with Ania Rodriguez of JourneyTrack 26:00

3M ago26:00

26:00

On this episode, host Sima Vasa talks to Ania Rodriguez, CEO and Founder of JourneyTrack and Chairwoman of the Board at Key Lime Interactive. Ania shares her founder journey from launching a UX consulting firm to building a venture-backed SaaS company in the emerging category of journey management. With a clear-eyed view of the differences between …

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The Financial Impact of Brand Investments with Greg Silverman of Interbrand 20:27

4M ago20:27

20:27

On this episode, host Sima Vasa talks to Greg Silverman, Global Director of Brand Economics at Interbrand. Greg shares how Interbrand quantifies the financial impact of brand and aligns marketing insights with shareholder value. Drawing from decades of brand valuation work, he explains how research, including discrete choice modeling, bridges the l…

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Going Beyond the Brief with Cynthia Harris of 8:28 Insights 25:33

4M ago25:33

25:33

On this episode, host Sima Vasa talks to Cynthia Harris, Founder, Managing Director and Lead Operator of 8:28 Insights, about building a human-centered insights agency, the value of lived experience in leadership and the role AI can and can’t play in research. Cynthia shares her career path from launching products at Bath & Body Works to working at…

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MM M&A - 030: Why Hire an Advisor 26:20

5M ago26:20

26:20

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 re…

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Reputation as a Business Asset with Daniel Gaynor of Signal AI 17:17

5M ago17:17

17:17

On this episode, host Sima Vasa talks to Daniel Gaynor, Co-Founder of Kelp and SVP of Strategy at Signal AI, about how reputation is becoming a quantifiable, strategic asset — and how AI is making that possible. Daniel shares his career journey from public policy to launching Kelp, how Signal AI is building agentic tools for the enterprise and why …

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The Impact On Mental Health of Selling An Agency with James Routledge 42:03

5M ago42:03

42:03

summary In this conversation, James Routledge shares his journey as an entrepreneur, focusing on his experiences with Sanctus, a mental health business. He discusses the challenges of navigating failure, the complexities of business growth and investment, and the emotional journey of selling his company. James reflects on the impact of his identity…

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The Future of Research and How AI and Humans Work Together with Ian Ash of Dig Insights 30:17

5M ago30:17

30:17

On this episode, host Sima Vasa talks to Ian Ash, Co-Founder of Dig Insights, about the intersection of AI and market research, the evolution of Restech, and the importance of balancing technology with human expertise. With over a decade’s experience leading Dig Insights, Ian shares his perspective on how AI reshapes research processes and why huma…

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Navigating The Agency M&A Landscape with Andy Day 42:43

6M ago42:43

42:43

In this conversation, Andy Day shares his journey from the music industry to founding Capital A, an M&A advisory firm focused on marketing services. He discusses the challenges of business partnerships, his experiences with private equity, and the struggles he faced after exiting his first business. Andy also delves into the evolution of his adviso…

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How Eric Pierre Saved His Client Over Half A Million Dollars Through Tax Planning 26:05

6M ago26:05

26:05

summary In this conversation, Eric Pierre, CEO of Pierre Accounting, shares his journey from a corporate employee to a successful entrepreneur specializing in tax planning for high net worth individuals. He discusses the importance of tax mitigation strategies, his involvement in M&A deals, and the challenges faced when dealing with the IRS. Eric a…

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Building Smarter Insights Platforms with Steve Phillips and Ryan Barry of Zappi 12:09

6M ago12:09

12:09

On this episode, host Sima Vasa talks to Steve Phillips, Founder, Chair and Chief Innovation Officer, and Ryan Barry, former President, both of Zappi. They discuss the evolution of consumer insights, the role of AI in research and how businesses can maximize the value of their data. Key Takeaways: (02:05) “The Consumer Insights Revolution” encapsul…

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MM M&A - 029: Questions Sellers Should Ask Potential Buyers 29:01

7M ago29:01

29:01

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 ensuring a smooth transaction and long-term success. Hosts Gina and Jeff dive deep into the due diligence process and provide sellers with a…

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The Freedom Point with Joe LoPresti of Arlington Wealth Management 28:22

7M ago28:22

28:22

summary In this conversation, Joe Lopresti, founder of Arlington Wealth Management, discusses the unique financial needs of business owners, emphasizing the importance of planning for the future, particularly regarding exit strategies and achieving personal freedom. He introduces the concept of the 'freedom point,' which allows business owners to l…

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Starting, Selling, Buying Back and Selling Frank PR Again with Graham Goodkind 39:14

7M ago39:14

39:14

summary In this conversation, Graham Goodkind shares his journey from working in PR to founding Frank PR, discussing the challenges and triumphs of growing the agency, navigating acquisitions, and ultimately transitioning to employee ownership. He reflects on the lessons learned throughout his career, the importance of creativity in business, and h…

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Why In-the-Moment Data Matters with James Turner of Delineate 32:51

7M ago32:51

32:51

On this episode, host Sima Vasa talks to James Turner, Founder and CEO of Delineate, about redefining data collection and insight generation in today’s fast-paced market research landscape. James shares his journey from mining engineer to data mining expert and explains how Delineate bridges the gap between traditional research practices and agile,…

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Navigating the Startup Acquisition Landscape with Andrew Gazdecki 24:50

7M ago24:50

24:50

summary In this conversation, Andrew Gazdecki, CEO and founder of Acquire.com, shares his entrepreneurial journey, detailing his experiences with various startups and the emotional aspects of selling a business. He discusses the inception of Acquire.com, aimed at streamlining the startup acquisition process, and emphasizes the importance of prepara…

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Creative Dealmaking in M&A with Jim Stevenson 31:37

7M ago31:37

31:37

summary In this conversation, James Stevenson shares his extensive experience in mergers and acquisitions (M&A), fundraising, and business turnarounds. He discusses his journey from construction to technology and marketing, leading to his current role in helping companies prepare for exits. Davidson provides insights into the challenges faced durin…

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Exploring the Complexities of the Ad Ecosystem with George London of Upwave 25:30

7M ago25:30

25:30

On this episode, host Sima Vasa talks to George London, Chief Technology Officer of Upwave. George shares insights into the complexities of the advertising ecosystem, the role of data in campaign optimization and the parallels between financial and ad markets. Key Takeaways: (02:14) From philosophy to data leadership. (05:34) Persistence and adapta…

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Exit With Style, Grace, and More Money with John Martinka 23:08

8M ago23:08

23:08

In this conversation, John Martinka discusses his journey into the M&A world, the importance of preparation for business owners looking to sell, and the emotional aspects of the selling process. He shares insights from his recent book, 'Exit with Style, Grace, and More Money,' and emphasizes the need for business owners to be ready both financially…

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DBLX Joins Auspicious Group - Nicky Hoyland's Story 32:22

8M ago32:22

32:22

In this conversation, Nicky Hoyland, Chief Innovation Officer at Auspicious, shares her journey from a film and media graduate to a leader in learning technology and business innovation. She discusses her experiences in building DBLX, the challenges of transitioning from bespoke development to a SaaS platform, and the importance of collaboration an…

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