Beste Hutchison Solutions podcaster (2024)

1
Nicholas Spezio | Discover the Secrets to a Smooth M&A Transition 27:51

3d ago27:51

27:51

What happens when you blend the financial expertise of big firms with the agility and personal touch of a nimble boutique? Discover how one company is revolutionizing the M&A landscape for middle-market companies. In this episode, Nicholas Spezio, Director of Transaction Services at the Exbo Group, dives into the world of mergers and acquisitions, …

1
Matthew Horne | Maximize your Retirement with these Investment Tips 28:41

10d ago28:41

28:41

Ever wondered how the niche market of self-storage investments works and how it can become a powerful asset in your real estate portfolio? Discover the unexpected allure of self-storage and the success secrets behind this burgeoning industry. In this episode, Matthew Horne, Co-Founder and CEO of Storage Point Capital, dives deep into the intriguing…

1
John Dickie | Creative Investment Solutions in Down Markets 31:38

24d ago31:38

31:38

Struggling with investment strategies in today's tumultuous market? Discover how the pros stay agile, creative, and profitable even during cash flow negative periods. In this episode, John Dickie, Partner at HighVista Strategies, opens up about navigating the lower middle market during financial downturns and seizing unique opportunities that many …

1
Brian Shields | Transform Retiring Businesses with Proven Success Strategies 37:05

2M ago37:05

37:05

How can you transition a business successfully from a retiring entrepreneur to the next generation? This episode dives into the human element of mergers and acquisitions, revealing strategies to make these transitions smooth and profitable. Brian Shields, co-founder of Handoff Partners, shares his journey of combining financial expertise with opera…

1
Mark Tarchetti | Transformative principles to skyrocket your consumer business 35:57

2M ago35:57

35:57

Unlock the secrets of sustainable growth and discover the power of a founder's mindset in transforming consumer brands, as revealed by industry veteran Mark Tarchetti. In this episode, Mark Tarchetti, founder of Alchemy-Rx and author of "Pick a Lane: Growth Strategy in a Fast-Changing World," shares his insights on reimagining businesses and implem…

1
Blake Hutchison | The Future of Buying and Selling Digital Assets 26:28

3M ago26:28

26:28

Imagine a world where you could buy and sell businesses with just a few clicks, all while having the peace of mind that your transaction is protected. Sounds too good to be true? Not anymore, thanks to Flippa's innovative platform and their new game-changing capability. In this episode, Blake Hutchison, CEO of Flippa discusses how Flippa is revolut…

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Scott Bushkie | Maximize Your Company's Value Before Selling 40:05

3M ago40:05

40:05

What does it take to successfully sell a business and achieve a fulfilling outcome for all parties involved? Learn the secrets from an M&A expert who has helped countless business owners navigate the complex world of mergers and acquisitions. In this episode we speak with Scott Bushkie, founder of Cornerstone Business Services, an investment bankin…

1
Mike Bego | Secure Smarter Insurance for Smoother Transactions 41:06

3M ago41:06

41:06

98% of the time, we fail to understand the intricacies of secondary market transactions... How does rep and warranty insurance play a crucial role in closing these deals? In this episode, Mike Bego, managing partner of Kline Hill Partners, reveals the secrets of the secondary private equity market and the role of rep and warranty insurance. In this…

1
Matt Bodnar | Building Rapport: Secrets to Successful Deals 33:56

4M ago33:56

33:56

In today’s ever-changing deal landscape, there’s no room for a win-lose mindset. Discover how a collaborative approach can not only navigate but also thrive in tumultuous times. In this episode, Matt Bodnar, founder of Eidolon Investments, delves into innovative deal structures during challenging times, emphasizing the crucial need for new skills a…

1
John Block | Discover Unity Partners' Recipe for Long-Term Success 27:31

5M ago27:31

27:31

Are you ready to dive into the strategies behind building thriving businesses and impactful partnerships? Discover how partnering with the right leaders can transform companies and markets. In this episode, John Block, co-founder and CEO of Unity Partners, takes us through his fascinating journey from childhood aspirations to leading a game-changin…

1
Sunny Vanderbeck | How to Drive Long-Term Success in Mergers and Acquisitions 33:38

5M ago33:38

33:38

Are you ready to transform the way you think about mergers and acquisitions? Discover the secrets to a clean exit and the revolutionary approach of conscious capitalism in this enlightening episode of M&A Masters. Join host Patrick Stroth, an expert in executive and transactional liability, as he welcomes Sunny Vanderbeck, co-founder and managing p…

1
Brett Story | Unveiling the Secrets to Successful Business Exits 20:35

6M ago20:35

20:35

In this episode, I sit down with Brett Story, the founder of Britehorn Partners, a leading middle-market investment bank. They delve into Brett's transition from corporate law to M&A, the founding and rebranding of Britehorn Partners, and why staying focused on the middle market can be more rewarding than chasing larger deals. Brett also shares ins…

1
Trever Acers | Planning an Exit Strategy 31:25

6M ago31:25

31:25

In this episode of M&A Masters, we're joined by Trever Acers, Managing Director of Objective, Investment Banking & Valuation. With over 20 years in the transactions field, Trever brings a wealth of experience and a unique approach to mergers and acquisitions. Objective, Investment Banking & Valuation focuses on the lower middle market, aiming to se…

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Sharon Heaton | sbLiftOff: Elevating Businesses to New Heights in the M&A World 35:09

7M ago35:09

35:09

In this episode of M&A Masters, I had the pleasure of speaking with Sharon Heaton, founder of sbLiftOff. SbLiftOff specializes in providing advisory services to founder-led businesses and government contracting organizations across the United States, focusing on mergers and acquisitions (M&A) and more. Sharon, also the author of the Forbes bestsell…

1
Tom Brinegar | The Strategic Buyer Fit: Tom Brinegar's Acquisition Insight 22:55

8M ago22:55

22:55

This episode of M&A Masters features Tom Brinegar, the Chief Financial Officer of PEAK Resources, a trailblazing technology and systems integrator based in Denver. Under Tom's financial stewardship, PEAK Resources recently navigated through a complex and successful acquisition by a strategic buyer. With a rich background in finance and the heart of…

1
Jason Somerville | Insider Strategies for Consumer Brand Success 32:10

9M ago32:10

32:10

Discover the transformative journey of consumer brands into lucrative M&A opportunities… In today’s episode, join us as we welcome Jason Somerville, founding partner of GW Partners. With a unique blend of operational consulting, financial management, strategic planning, and M&A advisory, Jason and his team are known for elevating consumer brands in…

1
David Kimbrell | M&A Mastery in Architecture and Engineering Unveiled 37:38

9M ago37:38

37:38

Discover the art of strategic mergers in architecture and engineering with M&A expert David Kimbrell. In this episode of M&A Masters, join me as we engage with David Kimbrell, a seasoned M&A authority in the architectural and engineering sector. With over four decades of unmatched expertise, David has masterminded the art of buying, selling, and ad…

1
Tom Zucker | Inside EdgePoint Capital 17:53

11M ago17:53

17:53

In this episode, my guest is Tom Zucker, President and Founder of EdgePoint Capital. Cleveland based, EdgePoint Capital’s advisors bring up-market executive transaction knowledge and real-world M&A and business leadership experience, enabling them to guide owners and founders through transactions and attract qualified buyers. Tom will share his M&A…

1
Addison Adams | Insights from an M&A Attorney 29:39

12M ago29:39

29:39

What insights does a top M&A attorney have to share about buying and selling businesses? Spending nearly three decades in California’s dynamic business environment, my guest, attorney Addison Adams, has become known as California’s go-to voice on mergers and acquisitions. In this episode, he’ll share his M&A expertise, including: M&A in California …

1
Bakari Akil | The Role of an Independent Sponsor 22:35

1y ago22:35

22:35

In this episode, we’re taking a look at a unique independent sponsor’s M&A strategies. My guest Bakari Akil is the founder of Graves Hall Capital, which seeks to buy and run businesses where owners and founders are seeking an exit. Bakari will share his M&A journey and advice for enticing a seller to do business with you. He’ll also cover: Why he b…

1
David Tobin | Helping Owners Maximize and Monetize Their Life’s Work 23:49

1y ago23:49

23:49

How can M&A advisors help business owners maximize and monetize their life’s work? That’s the mission of M&A advisory and exit planning consulting firm TobinLeff, whose founder David Tobin is here to speak with me in this episode. David will share how his firm builds relationships long before the deal and meets clients wherever they are in the M&A …

1
Bill Snow | M&A for Dummies 23:09

1+ y ago23:09

23:09

What if you had a step-by-step guide to the M&A process? My guest, investment banker Bill Snow, is the author of Mergers & Acquisitions for Dummies, an insider’s handbook about buying and selling companies. In this episode, he’ll share his M&A expertise and give an inside look at the process of writing his book. He’ll also share the one tip that te…

1
Lynne Rosenberg | Why Businesses Need These Insurance Products 29:28

1+ y ago29:28

29:28

In the case of an unexpected death or disability, a business can face hardship and significant economic consequences… But in this episode, we’re covering two essential products that can mitigate this risk: key person life insurance and excess disability insurance. Here to speak with me is Lynne Rosenberg, President of Innovative Solutions, which pr…

1
Patrick McMillan | How Quality of Earnings Reports Affect Transactions 27:08

1+ y ago27:08

27:08

How can quality of earnings reports impact lower middle market transactions? Patrick McMillan, CFO and Transaction Advisor at Amplēo, is here to share how sellers and buyers can leverage this tool for smoother transactions. Patrick will cover: What is a quality of earnings report? Why is it different from an audit? How to tell a story with numbers …

1
Malcolm Peace | Growing for the Long-Term 28:42

1+ y ago28:42

28:42

What does it take to successfully purchase businesses & grow them for the long term? Malcolm Peace is the founder of Tsetserra Growth Partners, a firm that specializes in buying family-owned small businesses with established Texas legacies. In this episode, he’ll share his M&A wisdom. He’ll cover: His firm’s buy-and-hold strategy Working with B2B b…

1
Jeff May | Why an Exit Strategy is Crucial 30:09

1+ y ago30:09

30:09

Helping small business owners realize their life’s work is one of the great joys of M&A… But what does it take to have generational impact on owners and founders? Jeff May is the executive vice president of Carolina Acquisitions Partners, which was formed to fulfill a need in the underserved market segment of business owners without succession stra…

1
Nate Lind | Achieving a Maximum Exit 26:45

1+ y ago26:45

26:45

If you’re selling, you want to be where your buyers are. But what does it take to thrive in a massive tech industry marketplace? In this episode, entrepreneur, author, and franchise owner Nate Lind gives an inside look at WebsiteClosers.com, which provides sell-side advisory and transactional services for tech companies in the lower middle market. …

1
Joseph Durnford | The Key to M&A Success 26:33

1+ y ago26:33

26:33

What is the key to a successful M&A transaction? In this episode, Joseph Durnford, who was recently inducted into the M&A Advisor Hall of Fame, will give his insight on that question. As chairman and senior managing director of JD Merit, Joseph has seen market-transformational transactions. He’s here to share his wisdom on all things M&A, from reps…

1
Bob Goldsmith | Making Ambitions Reality 23:39

1+ y ago23:39

23:39

M&A is about helping clients make their ambitions a reality… That’s what Bob Goldsmith, Founder and President of Northern Edge Advisors, believes. In this episode, Bob will unpack what Northern Edge Advisors brings to the table for the lower middle market. He’ll also share: The importance of using a wide pool of buyers What it means to be long-term…

1
Jonathan Saltzman | M&A in the Auto Industry 27:23

1+ y ago27:23

27:23

What is M&A like as an independent sponsor? In this episode, I speak to Jonathan Saltzman, managing partner of Torque Capital Group, an independent sponsor that focuses on companies undergoing change or at inflection points where there are opportunities to create value. Jonathan will share his insight on M&A for lower-middle-market automotive and m…

1
Peter Cook | Why Transparency is the Key to Success 28:51

1+ y ago28:51

28:51

Why is transparency the key to success? In this episode, I’m joined by Peter Cook of Everingham & Kerr, a mergers and acquisitions advisory firm that specializes in providing intermediary services for lower-middle market companies and entrepreneurs. Peter will share his philosophy around transparency and will also discuss: His take on reps & warran…

1
Doug McCormick | Why Human Capital is a Gamechanger 28:23

1+ y ago28:23

28:23

How can M&A Masters tap into the power of human capital? In this episode, I’m joined by Doug McCormick, Managing Partner and Chief Investment Officer of HCI Equity Partners. He’ll give an inside look at his firm, which partners with family and founder-owned manufacturing, services, and distribution companies in the lower middle market. Doug will br…

1
Alan Clark | Why This Major 2023 Prediction is Wrong… 24:56

2y ago24:56

24:56

When your small business owner client is in a room full of MBAs, they can feel out of their depths… So how do you keep your client’s emotions in check during a high-stakes sale? Alan Clark is here to share his perspective as a sell-side advisor helping clients exit their businesses. Alan also reveals why he thinks a common 2023 M&A prediction is wr…

1
Ken Heuer | How Core Principles Guide Your Thinking 19:20

2y ago19:20

19:20

In M&A, having a set of core principles to guide your thinking is essential… Ken Heuer of Kidd & Company is here to share the firm’s 3 core principles and how they make business decisions simple. We also discuss What Kidd & Company brings to the table for the lower middle market The emergence of a new reps & warranties product to protect sellers An…

1
Kelcey Lehrich | Succeeding in E-Commerce 18:25

2y ago18:25

18:25

How can M&A firms succeed in the e-commerce niche? Kelcey Lehrich, co-founder and CEO of 365 Holdings, is here to share how he provides e-commerce brands with a permanent home when entrepreneurs are seeking an exit. Kelcey also breaks down what makes consumer products thrive in the marketplace—and why you should treat e-commerce as a channel, not a…

1
Clint Tripodi | How to Set a Strategy–And Execute It 34:03

2y ago34:03

34:03

As we prepare for the new year, it’s time to set your strategy… “What strategy?,” you might think, “We just need to make more money.” But a business without a strategy is destined for failure. Especially in today’s changing world, where an unexpected crisis could derail your business. And it’s not enough to set a strategy… You have to execute it, t…

1
Vinay Bachireddy | Helping Owners Embrace Technology 19:52

2y ago19:52

19:52

What does it take to bring technology and data capital to middle-market businesses? In today’s digital world, there’s enormous opportunity in helping business owners embrace technology… In this episode, I’m joined by Vinay Bachireddy, managing partner at Weave Growth Partners. Weave Growth Partners is a Silicon Valley firm that backs owners and exe…

1
Ben Brown | Benefits of a Buy & Hold Strategy 35:54

2y ago35:54

35:54

When you have an indefinite holding period, you’re buying for the long term… What are the strategies of firms that operate in this way? Ben Brown, founder of Alderman Enterprises, is here to share his perspective on M&A. We discuss: Benefits of the buy & hold strategy Why his firm sticks to the lower middle market Ben’s take on reps & warranties in…

1
Heather Madland | Scaling Founder-Owned Businesses 31:21

2y ago31:21

31:21

There’s enormous opportunity in professionalizing and scaling founder-owned businesses. But what does it take to become a leader in this area? In this episode, I’m joined by Heather Madland of Huron Capital for an inside look at the firm. We’ll also discuss: Opportunities in the service sector M&A in the Midwest The history of Huron Capital Heather…

1
Richard Parker | An Inside Look at Sell-Side M&A 33:49

2y ago33:49

33:49

The sell-side of M&A brings unique challenges and opportunities… In this episode, I’m joined by Richard Parker of Roy Street Advisors for an inside look at a sell-side firm. We’ll also cover: Why the first offer isn’t always the best offer The importance of documentation Reps & warranties from a sell-side perspective M&A trends for 2023 And more…

1
Justin Smith | Scaling Family Businesses 14:17

2y ago14:17

14:17

Why do M&A Masters love the lower middle market? You get the opportunity to aggressively scale family businesses… In this episode, I’m joined by Justin Smith of LongWater Opportunities, a private equity firm based in the Midwest. Justin’s firm has firsthand experience growing family businesses, and he’s here to share his expertise. We’ll also cover…

1
Jamar Freeman | Build a Market-Leading Company 12:52

2y ago12:52

12:52

What does it take to be an M&A Master for the IT and cybersecurity industries? Jamar Freeman of Moonshot Equity Partners is here to share his firm’s holistic approach to acquiring and building market-leading companies. Listen to learn: The 4 strategies that set Jamar’s firm apart The advantage of guaranteed payouts Jamar’s take on reps & warranties…

1
Jeffrey Brooker | An Inside Look at the Independent Sponsor Conference 19:44

2y ago19:44

19:44

If you’re an independent sponsor or a capital provider, you won’t want to miss the upcoming Independent Sponsor Conference… Featuring one-on-one networking meetings with people hand-selected to match you… This is an unbeatable opportunity to connect with someone and lay the groundwork for deals… In this episode, Jeffrey Brooker, an organizer of the…

1
Chris Parisi | Why M&A Isn’t About the Numbers 31:55

2y ago31:55

31:55

M&A is never just about chasing numbers…. It’s about the people who trust you with their business… A business that represents generations of hard work—and a family’s legacy. My guest Chris Parisi knows this well. At Carl Marks Advisors, which has been around since 1925, Chris secures clean exits for lower middle market business owners. In this epis…

1
Sean Frank | An Expert Investor on Cloud-Based Infrastructure 25:35

2y ago25:35

25:35

Cloud-based infrastructure is one of the most rapidly expanding industries today… And this episode’s guest, Sean Frank, is an expert on it. As the founder of Cloud Equity Group, Sean invests in lower middle market companies in the web hosting and cloud-based infrastructure sectors. Listen to find out: What Sean looks for in a company The problem wi…

1
Sly Buford | Strategies for the Lower Middle Market 26:32

2+ y ago26:32

26:32

How do you get owners to stop thinking like operators… And start thinking like investors? For the lower middle market, this mindset shift is crucial for a clean exit. In this episode, I talk to Sly Buford, founder and CEO of Tenth Street Group, which specializes in helping lower middle market businesses grow, scale, and exit. Sly had an unconventio…

1
Marty Fahncke | Finding Success in the Lower Middle Market 35:46

2+ y ago35:46

35:46

In this week’s episode of M&A Masters, we sit down with Marty Fahncke to talk about M&A for the lower middle market. Marty is a partner at Westbound Road, LLC and has over 30 years of experience in building and growing businesses. Listen to learn: How businesses can double revenue without increasing sales How owners can leave a legacy with their bu…

1
Alistair McBride | How to Win Your Deal – by Building Trust 36:44

2+ y ago36:44

36:44

You might think of M&A as a zero-sum game… But that’s where many business owners go wrong. It might surprise you to hear that building trust with the opposing side is the key to securing your clean exit. This episode’s guest, Alistair McBride, coaches business owners in the fine art of negotiating M&A deals. Alistair has seen deals succeed when bus…

1
Deborah Smith | Trends in Real Estate NOW 27:44

2+ y ago27:44

27:44

On this week’s episode of M&A Masters, we’re sitting down with Deborah Smith to talk about real estate, a first on this show! Deborah is the Co-Founder and CEO of The CenterCap Group. The CenterCap Group, LLC, is a boutique investment bank providing strategic advisory, capital-raising, and consulting related services to public and private corporati…

1
Patrick Turner | Leveraging Financial and Industry Expertise to Drive Growth 21:06

2+ y ago21:06

21:06

On this week’s episode of M&A Masters, we sit down with Patrick Turner to talk about how his company is transforming good companies into great companies through their partnerships. Patrick Turner is the Managing Director of VSS. VSS is a private investment firm that invests in the information, business services, healthcare and education industries.…

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