Joseph Durnford | The Key to M&A Success
What is the key to a successful M&A transaction? In this episode, Joseph Durnford, who was recently inducted into the M&A Advisor Hall of Fame, will give his insight on that question. As chairman and senior managing director of JD Merit, Joseph has seen market-transformational transactions. He’s here to share his wisdom on all things […]
Bob Goldsmith | Making Ambitions Reality
M&A is about helping clients make their ambitions a reality… That’s what Bob Goldsmith, Founder and President of Northern Edge Advisors, believes. In this episode, Bob will unpack what Northern Edge Advisors brings to the table for the lower middle market. He’ll also share: The importance of using a wide pool of buyers What it […]
Jonathan Saltzman | What is M&A like as an independent sponsor?
In this episode, I speak to Jonathan Saltzman, managing partner of Torque Capital Group, an independent sponsor that focuses on companies undergoing change or at inflection points where there are opportunities to create value. Jonathan will share his insight on M&A for lower-middle-market automotive and manufacturing businesses. He’ll cover: Why Torque Capital became an independent […]
How to Insure Specialty Landscaping Equipment
Specialty landscaping equipment can be a significant investment for any landscaping business—often your largest investment. From lawn mowers to excavators, these machines are essential for maintaining beautiful landscapes and completing projects efficiently. However, like any piece of equipment, specialty landscaping gear can be vulnerable to theft, damage, and much more. That’s why it’s essential to […]
Assuring Safety Amongst Your Landscaping Team
Landscaping is a physically demanding job that requires your team to work with sharp tools, heavy machinery, and potentially hazardous chemicals. As a result, it’s essential to prioritize safety to protect your team and your business. But, what can you when assuring safety amongst your landscaping team is your first priority?
Always on the Road: How Landscapers Can Save on Commercial Auto Insurance
Landscapers spend a significant amount of time on the road traveling between job sites, which increases their risk of accidents and other vehicle-related incidents. As a result, commercial auto insurance is an essential coverage for landscapers. However, with the rising cost of insurance premiums, it’s essential to find ways to save money on commercial auto […]
Notable M&A Trends to Watch Out for in 2023
When the world’s largest transactional insurance broker talks… you listen. I’m talking about Marsh McLennan, a Fortune 500 firm with a global reach that wrote more than 1,000 Representation and Warranty (R&W) insurance policies in 2022. Their Transactional Risk Insurance 2022: Year in Review report is an excellent resource for anyone involved in M&A, as […]
Peter Cook | Why Transparency is the Key to Success
In this episode, I’m joined by Peter Cook of Everingham & Kerr, a mergers and acquisitions advisory firm that specializes in providing intermediary services for lower-middle market companies and entrepreneurs. Peter will share his philosophy around transparency and will also discuss: Mentioned in this episode: Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority […]
Doug McCormick | How can M&A Masters tap into the power of human capital?
In this episode, I’m joined by Doug McCormick, Managing Partner and Chief Investment Officer of HCI Equity Partners. He’ll give an inside look at his firm, which partners with family and founder-owned manufacturing, services, and distribution companies in the lower middle market. Doug will break down his firm’s unique strategy that transforms businesses through 3 […]
The Biggest Danger to M&A Sellers – and How to Avoid it
I got a call earlier today… one that I wasn’t exactly happy to receive. But I feel like I should share the situation that I learned about because it showcases the importance of transactional liability insurance to cover M&A transactions. Here’s the situation… The caller had sold their industrial supply company in the Midwest for […]