M&A Masters Podcast
With Patrick Stroth
About M&A Masters
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.
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Latest Episodes of M&A Masters

Bud Moore | Why Community Matters in M&A
In today’s episode, we sit down with Bud Moore, who is the founding partner of Valesco Industries– a lower-middle market private equity firm in Dallas, Texas. We love everything Valesco is doing, especially because there is a large need for their expertise, guidance, and capital in the lower-middle market. “Our

Vania Schlogel | Why Your Ideal Client Profile Matters
In today’s episode, we’re joined by Vania Schlogel– the founder and CEO of Atwater Capital, who focuses exclusively on the media and entertainment sectors. In our chat, Vania shares with us the fine line between being able to have the formal, polished side of the business in conjunction with the

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
