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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 […]

Mark Gartner | Turning Targets Into Acquisitions

Mark Gartner is head of investment development at private equity firm ClearLight Partners LLC, which is dedicated to the lower middle market. Over his years in the industry, he’s seen a sea change in how PE firms go after potential targets, from “smiling and dialing” to using CRMs and data to guide their strategy. He […]

Sander Zagzebski | M&A Outlook for the Rest of 2020

Back in May, Sander Zagzebski maintained that COVID-19 was not a black swan. He even saw a silver lining in the pandemic in the form of opportunity for savvy players in the M&A world to make significant gains. In this episode we talk about his original prediction and how it has manifested today. Sander, of […]