M&A Masters, hosted by Patrick Stroth
Master the clean exit! Discover secrets of M&A Masters. You’ll hear inside interviews with M&A advisors, attorneys, investment bankers, private equity players, and the entrepreneurs themselves. If you ever want to sell your business this is a must-listen podcast.

Latest Podcast Episodes

Bart Vossen | M&A in the Energy Industry
The energy industry is going strong so far in 2020… and the outlook for the future is good as the industry responds to sustainability initiatives and reacts to market pressures. Bart Vossen of Houston-based SGR Energy shares how upcoming regulations are impacting the industry, as well as why the

Pejman Makhfi | Easier Acquisitions for Mid-Market Companies
There comes a stage in every company’s life where organic growth is no longer enough. A strategic acquisition is the only way forward. But for middle-market companies, this is a tricky proposition. The management team is running the business… they don’t have time to research potential targets, negotiate price and

Rob Joyce | Financial Buyer Talks R&W Insurance
This is Part 2 in a two-part series about a recent M&A deal in which PE firm Broadtree Partners purchased SAAS company, RedCAT Systems, which provides specialized HR services for major corporations like Uber, NYSE, and LinkedIn. This time we’ll be covering the Buyer’s side of the transaction with Rob

Steven Epstein | An In-Depth M&A Case Study
The first of a two-part series of a real-world M&A transaction. First up, I’m talking to Steven Epstein, the founder of RedCAT systems, a Colorado-based SAAS company involved in HR and compensation solutions for clients like LinkedIn, Uber, NYSE, and many more. They were recently funded by PE firm Broadtree

Austin Leo | Insurance That Increases Sales
In the world of tech, a lot of companies, especially the smaller ones and startups, their financials are quite opaque. You never know on the surface if one is about to go under or go unicorn. Austin Leo, VP of USI Insurance Services, highlights a specialized type of insurance, once

Colin Campbell | Strategic Buyers vs. PE Firms
After culling through a decades-worth of data on IT services companies, Colin Campbell, Associate Director at Livingstone Partners, sees the potential for a market downturn on the horizon. He shares what trends he sees that point to this potential slowdown, as well as how Buyers and Sellers approach M&A deals

Jacob Whitish | Getting a Piece of the U.S. Pie
Acquisition can be the ideal way to experience fast growth as a company. But there’s no need to stay within your home country when looking at potential target companies. Jacob Whitish is the San Francisco-based vice consul for financial services for the U.K.’s Department for International Trade. And he doesn’t

Craig Lilly | 3 Reasons Foreign Companies Are Looking at U.S. Acquisitions
When we usually see cross-border deals, it’s a U.S. company acquiring a foreign business. But increasingly the reverse is happening, says Craig Lilly, corporate partner at the Palo Alto office of Baker McKenzie, and there are three primary drivers for that trend. But cross-border deals with foreign buyers aren’t without