Ben Mimmack and Andy Waltman | How Founders & Owners Can Benefit From Private Equity Firms
On this week’s episode of M&A Masters, we chat with Ben Mimmack and Andy Waltman, Director of Investor Relations and Director, respectively, of private equity firm Baymark Partners. Ben got his start in banking in London before coming to the US to attend SMU in Dallas. After completing business school, he went on to work […]
Liberty’s DJ McKenna Wins 2020 Business Insurance Breakout Award
We are thrilled to announce that our very own DJ McKenna of Liberty Mitchell & Mitchell in Novato, CA was announced as a winner of the 2020 Business Insurance Breakout Awards.
The Liberty Company Insurance Brokers Named #1 Fastest Growing Independent Insurance Broker in the US
Los Angeles, June 1st, 2020 — The Liberty Company Insurance Brokers is pleased to announce that it has been recognized as a Top 100 Broker and the #1 Fastest Growing Independent Insurance Broker in the US by The Hales Report.
5 Do’s & Don’ts of Working from Home
Working from home used to be reserved for remote employees and sick days. Distractions and dealing with waning motivation are just a few issues many workers faced in March when Stay at Home Orders in multiple states began.
Drew Caylor | Making a Difference in Private Equity
Drew Caylor, managing director, and the rest of the team at private equity firm WILsquare Capital have a passion for helping lower middle market companies grow bigger and better. He says it’s all about the leaders at these companies and their commitment to making a difference to their people and the communities they’re in. At […]
Trevor Crow | M&A Tips for Family Businesses
Trevor Crow works in the M&A space, specializing in what he calls an “underserved” area: lower middle market companies. He says bigger firms chase bigger deals because of high overheads and other internal costs. But as a boutique firm, he’s able to work closely with owners and founders of what are often family-owned businesses. Trevor […]
Michael Butler | An Optimist in Today’s Crisis
When it comes to M&A, lower middle market companies often get overlooked and overcharged by big institutions. But Cascadia Capital is an investment bank that specializes in working with this underserved market. Chairman and CEO Michael Butler explains how they help “stage the house” for a company about to go to market, including the financial, […]
Gaurav Bhasin | How Investment Bankers Play A Role In M&A
In today’s episode of M&A Masters, I sit down with Gaurav Bhasin, managing director of Allied Advisers– a Silicon Valley-based investment banking firm with team members in Irvine, Tel Aviv, and Mumbai. Allied Advisers specializes in M&A advisory services, or middle-market companies, particularly in the technology space. Gaurav and I met when he engaged Rubicon […]
No Significant Drop in M&A Activity During This Recession
We are entering into a serious recession due to the ongoing worldwide pandemic. The economy has taken a big hit, and it’s not over yet. But I see opportunity out there, especially in the M&A world. Let’s put this in context first. Think back to the last recession – The Great Recession of 2008/2009. There […]
Codie Sanchez | M&A In The Cannabis Industry
We have a very exciting show for you this week! In this episode of M&A Masters, we’re joined by Codie Sanchez, the managing director of Entourage Effect Capital Partners and one of the most sought out speakers in the cannabis business. Entourage Effect is a unique private equity firm as it was the first to […]