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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 […]

The Future of Cross-Border Acquisitions

Since last year, trade tension between the U.S. and China, as well as other countries, has been at a high-level. After the signing of the so-called Phase 1 trade deal with China earlier this year, that feeling has slackened somewhat, although the full, final deal is still being negotiated. As part of this deal, China […]

Tash Meys and Viv Conway | Instagram vs. Facebook. Which One Wins?

In today’s episode, we sit down with Tash Meys and Viv Conway, who provide consulting and execution services dedicated to fast-tracking a company’s Instagram growth and engagement. “I think if you’re not using social media, it can be overwhelming with which platform to choose,” says Tash, when asked about what Instagram is and how it’s […]