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Jordan Tate | The Biggest Driver in Successful Private Equity Partnerships

On this week’s episode of M&A Masters, we speak with Jordan Tate, Managing Partner at Montage Partners. Montage Partners, based in Arizona, is a people-first private equity firm. For 17 years they have invested in established companies across North America, helping them reach transformative growth. Jordan tells us about his path to Montage Partners, the […]

Rep and Warranty Insurance Now Available for “Micro-Deals”

In recent years, Representations and Warranty (R&W) insurance has become available to smaller and smaller deals. The eligible deal size dropped to under $20M… then under $15M. This is already quite a feat when you consider that the average transaction value (TV) for deals with R&W coverage in place is $500M. And to be honest, […]

Scott Hendon | Fund Managers’ Biggest Tax Concern in 2021

Our guest for this week’s episode of M&A Masters is Scott Hendon of BDO. Scott has been with BDO for 20 years and currently serves as the National & Global Practice Leader for Private Equity. A true icon in M&A, he brings a unique perspective as he knows both the investment side and the service […]

Tom Wells | 5 Things Every Brand Needs To Be Successful

Our guest for this week’s episode of M&A Masters is Tom Wells, Managing Partner and Co-Founder of 10 Point Capital in Atlanta. 10 Point Capital partners with visionary founders and operating executives to build dominant franchise brands. A foodie who loves hospitality, Tom found a way to combine those by investing in such companies as […]

Contractor’s Insurance 101

Contractor’s Insurance comes with many details to unpack and take into consideration. Uncover all the knowledge you need to ensure well rounded coverage for yourself and your business.

Brien Davis | Investing in e-Commerce in a Post-Pandemic Market

On this week’s episode of the M&A Masters Podcast, we are joined by Brien Davis, Founder of Altacrest Capital. Altacrest is a private investment firm focused on consumer brands with enthusiast customer bases and centered mainly on e-commerce.  Giving clients the experience of an institutional sized team at the boutique level, Altacrest Capital’s focus on […]