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Year: 2020

Heather Hubbard | Representation for Women in M&A

On this week’s episode of M&A Masters, we’re joined by special guest Heather Hubbard, Managing Partner of Valesco Industries, a lower-middle market firm based in Dallas, Texas. This past May, Heather was named D CEO’s Private Equity Investment Professional of the Year, and in a market like Texas, that’s no small achievement. “I think, coming […]

How Business Development Has Changed in Private Equity 

As with so many areas of our lives, COVID-19 has had a huge impact on business development among Private Equity firms. The “old ways” of finding and connecting with potential acquisitions and deals are disappearing, a trend that was already happening but was sped up by the travel and other restrictions brought about by coronavirus. […]

Adam Cook | How M&A Can Create Value for Shareholders as Well as Customers

On this week’s episode of M&A Masters, we speak with Adam Cook, managing partner and Chief Investment Officer of Culper Capital Partners. Based in Norwood, New Jersey, Culper Capital Partners invests debt and equity in middle-market companies that seek true partnership solutions that go well beyond the capital deployed. Culper Capital Partners is also a […]

Moore’s Law Comes to R&W Insurance

While attending a recent M&A conference, I was surprised to hear so many of the participants – including PE firms, M&A attorneys, and bankers – still hold the mistaken belief that Representations and Warranty (R&W) insurance is too expensive. In fact, the floor for R&W coverage has actually come down drastically in the past year […]

Mark Addison | From a $30M Exit Offer to $100M

What motivates Mark Addison, CEO of X Rocket.io? He’s seen too many entrepreneurs, especially first-timers leave money on the table when they exit. His firm helps optimize key valuation drivers during M&A negotiations to maximize the money owners and founders take home. In one case, he and his team were able to reengineer a $30 […]

Must-Have Insurance For Your Next Add-On Deal

If you’re involved in lower middle market M&A deals, you should know that Representations and Warranty (R&W) insurance is now available to cover transactions as low as $10M, offering tremendous benefits to both Buyers and Sellers. This isn’t common knowledge in M&A circles, even though it’s been more than two years since insurers started entertaining […]