Shows
M&A LaunchpadFrom Startup to Search Fund: Buying and Scaling a Digital Marketing Agency with Grant HenselIn this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa sit down with Grant Hensel — a seasoned entrepreneur and acquisition professional who transitioned from starting companies to buying and scaling them. Grant shares his journey from founding and exiting Nonprofit Megaphone to launching a self-funded search that led to the acquisition of a digital marketing agency specializing in SEO for personal injury attorneys. Together with his wife Julia, Grant built upon their prior entrepreneurial experience to acquire, operate, and grow the business while implementing EOS and exploring bolt-on opportunities.
Throughout the episode, Gr...
2025-10-1732 minM&A LaunchpadFrom Tech to Business Ownership: An Acquisition Journey with Anica JohnIn this episode of the M&A Launchpad Podcast, host Casey Minshew talks with Anica John, who shares her inspiring path from the tech industry to acquiring a book printing business. Anica opens up about leaving the corporate world, the lessons learned during the acquisition process, and how family support has been a driving force in her success.
She also discusses the impact of tech layoffs on her decision to pursue entrepreneurship, the complexities of financing and closing a deal, and how leadership and team dynamics shape the post-acquisition journey.
Whether you’re transitioning from a tech...
2025-10-1040 minM&A LaunchpadJourney to Independent Sponsorship with Cory SandrockIn this episode of the M&A Launchpad Podcast, host Casey Minshew interviews Cory Sandrock, Managing Partner of Pareto & Company. Cory shares his unique journey from theater to private equity, highlighting the nuances of independent sponsorship versus search funds and the critical role of teamwork in successful deal-making.
He dives into lessons from his first acquisition, funding strategies for independent sponsors, and a detailed case study of an HVAC deal. Cory also explores the future of independent sponsorship, the importance of understanding financial health in acquisitions, and practical advice for new investors.
Whether you’re an ope...
2025-10-0250 minM&A LaunchpadUnlocking Capital with Sale Leasebacks with Bryan HuberIn this episode of the M&A Launchpad Podcast, Casey Minshew sits down with Bryan Huber, Partner at SAB Capital, to explore the intricacies of sale leasebacks in the context of business acquisitions. Bryan breaks down how these transactions work, why they’re such a powerful tool for freeing up capital, and how they can improve business valuations. The conversation highlights underwriting considerations, the importance of quality of earnings, and the flexibility required when structuring deals. They also touch on lease agreement implications, financing strategies, and negotiating purchase options that protect future acquirers.
In this podcast episode, we...
2025-09-2641 minM&A LaunchpadDigital Assets & Business Valuation with Paige WieseIn this episode of the M&A Launchpad Podcast, Casey Minshew interviews Paige Wiese, founder and CEO of Tree Ring Digital, a Denver-based digital marketing agency. Paige brings over 15 years of experience helping businesses build and execute marketing strategies that drive measurable growth. She shares her perspective on why evaluating digital marketing strategies is critical when acquiring a business, how digital assets factor into valuation, and what buyers and sellers should consider during due diligence.
The conversation dives into the importance of preparing for exits, integrating digital strategies post-transaction, and adapting to rapid changes in the digital...
2025-09-1935 minM&A LaunchpadFrom 13 Franchises to Freedom: Kristie Shifflette on Scaling & Exiting with SuccessIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome Kristie Shifflette, who shares her inspiring journey from corporate America to becoming a successful franchisee with Orange Theory Fitness.
Kristie dives into the challenges and triumphs of scaling her business to 13 locations, her experience navigating private equity, and the critical role of sales and team development in driving success. She also opens up about her post-exit chapter—new ventures in health and wellness, lessons learned, and how she’s redefining success after building and selling a thriving business.
This epis...
2025-09-1244 minM&A LaunchpadBuilding Exit-Ready Businesses with Jason KrugerIn this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Ben Suttles sit down with Jason Kruger, President at Signature Analytics (a Citrin Cooperman Company). Jason shares his journey from Deloitte to entrepreneurship, scaling Signature Analytics, and ultimately navigating its acquisition.
This conversation digs into the fundamentals of building a business with the end in mind—why intentional growth, strong documentation, and client diversification are critical to maximizing valuation. Jason also unpacks how AI is transforming accounting and decision-making, and what entrepreneurs should do today to position their companies for a smoother, more profitable exi...
2025-09-0438 minM&A LaunchpadWhy 80% of Businesses Fail to Sell | Exit Planning Tips with Adam KoosIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Adam Koos, founder of Elevate and Exit and Libertas Wealth Management. With a unique background in both psychology and finance, Adam helps business owners prepare for the biggest decision of their lives—selling their company.
From the emotional side of letting go of a business to the hard numbers that make or break a deal, Adam shares why most owners wait too long to plan an exit—and how that mistake leaves millions on the table. He dives into consu...
2025-08-2840 minM&A LaunchpadSix Acquisitions in Three Years with Ryan SullivanIn this episode of the M&A Launchpad Podcast, hosts Ben Suttles and Feras Moussa sit down with Ryan Sullivan, Co-Founder of North Park Group, to unpack how he and his partner built a private equity firm from the ground up—acquiring six businesses in three years. Ryan shares practical insights on deal structuring, using real estate as a lever, leveraging SBA financing, and why a strong network and clear investor relations strategy matter at every stage of growth.
Key Topics Discussed:
Starting a private equity firm and buying the first business
Innovative real estate strategies and l...
2025-08-2142 minM&A LaunchpadBuilding Powerful Brand Stories & M&A Strategies with Mark TarchettiIn this episode of the M&A Launchpad Podcast, hosts Ben Suttles and Feras Moussa welcome special guest Mark Tarchetti, a veteran in the consumer products industry. Mark has held senior roles at global giants like Unilever and now runs his own boutique consulting firm, helping companies unlock the true potential of their brands.
The discussion dives deep into how major companies build and maintain strong brand stories, the psychology of mergers and acquisitions, and how to apply these insights to your own business ventures. Mark also shares why consumer research is critical to growth an...
2025-08-1443 minM&A LaunchpadDeferred Sales Trust & Passive Income Strategies with Brett SwartsIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew are joined by Brett Swarts, founder of Capital Gains Tax Solutions and an expert in sophisticated tax planning strategies. Brett dives deep into the mechanics of the Deferred Sales Trust (DST), breaking down how it empowers entrepreneurs and investors to preserve their wealth, defer taxes, and generate truly passive income. The conversation covers why traditional exit strategies often fall short, the importance of legacy and mission in financial planning, and how the largest wealth transfer in history is creating unprecedented opportunities for proactive entrepreneurs...
2025-08-0749 minM&A LaunchpadHard Lessons in Buying, Scaling, and Exiting with Carl KleimannIn this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Ben Suttles are joined by Carl Kleimann, a proven entrepreneur with deep experience in scaling and exiting small businesses. Carl takes us through his business journey—from losing a $200K client, to navigating private equity partnerships, to launching his current venture, Moffitt Services.
He dives into the real-world lessons of leadership, the pivotal role of PEOs (Professional Employer Organizations), and why humility and a servant mentality are essential traits for any founder. Whether you're considering your first acquisition or preparing for an exit, Carl...
2025-07-3141 minM&A LaunchpadInside SBA Lending: Strategies for Business Buyers with Matthias SmithIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Mathias Smith, founder of Pioneer Capital Advisory and a seasoned expert in SBA financing. Mathias shares his entrepreneurial journey, from launching his own firm to helping countless buyers navigate the often-complex SBA process. He opens up about the real challenges of growing a new business, the power of social media for client acquisition, and why being proactive and well-informed is key when seeking financing for business acquisitions.
Whether you’re a first-time buyer or an experienced entrepreneur, Mathias offers pr...
2025-07-2446 minM&A LaunchpadNavigating Business Transactions with John MartinkaIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with John Martinka, a seasoned intermediary and advisor with nearly 30 years of experience in business transactions. John shares candid insights into how buyer and seller dynamics have evolved, the critical role of financial preparedness, and why experience is key to successful deals.
The conversation highlights the importance of knowing your numbers, preparing a business for sale well in advance, and making incremental improvements that build real value — whether you’re buying for the long term or planning a strategic exit.
F...
2025-07-0340 minM&A LaunchpadEmpowering Women in M&A with Beki DarlinIn this powerful episode of the M&A Launchpad Podcast, hosts Casey Minshew and Ben Suttles sit down with Beki Darlin, President of WAEE and a trailblazer in the world of business acquisition and consulting for equity. Beki shares her inspiring journey in the M&A space and explains how she’s helping reshape what entrepreneurship and equity ownership look like for women.
From creative deal structuring to overcoming gender bias, Beki offers actionable insights on the unique challenges—and opportunities—facing women in business. This episode is a must-listen for those looking to grow their business, invest...
2025-06-2649 minM&A LaunchpadFrom Lawyer to Entrepreneur: How to Build Wealth Through Small Businesses with Sam RosatiIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with entrepreneur, CPA, and attorney Sam Rosati to explore his journey from the corporate world into business ownership. Sam shares how he transitioned into acquiring small businesses, what he's learned along the way, and why he believes taking bold action is more valuable than waiting for perfect information.
The conversation covers everything from running a dumpster rental company during COVID to launching the SMB Bootcamp, a program designed to teach others how to buy and operate small businesses. Sam also b...
2025-06-1942 minM&A LaunchpadHow One Acquisition Turned Into a 7-Figure Exit with Chris EdwardsIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome guest Chris Edwards, founder of Sanitas Equity and a seasoned acquisition entrepreneur. Chris walks us through the candid story of buying, scaling, and exiting a retail flooring business in Steamboat Springs, Colorado—growing revenue by 50% and doubling profits before securing a 24x return on invested capital.
The conversation dives into what it truly looks like to acquire and operate a traditional small business with SBA financing, the people challenges that come with change, and how systematization using tools like Notion helped tur...
2025-06-1238 minM&A LaunchpadHow to Structure Smart M&A Deals in 2025 - Expert Legal Tips from John KoeppelIn this episode of the M&A Launchpad Podcast, host Feras Moussa sits down with seasoned M&A attorney John Koeppel, Partner at Lippes Mathias, to dive deep into the world of deal-making in the lower middle market. With decades of experience advising on both buy-side and sell-side transactions, John brings a firehose of insight for anyone interested in acquiring or selling a business in today’s market.
John shares what’s trending in 2025, the return of regional banks to the lending scene, and how buyers are getting creative with structuring deals amid changing interest rates. From real...
2025-06-0535 minM&A LaunchpadWhat It’s Really Like to Buy and Run Small Businesses with Michael HeathIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew talk with Michael Heath—a three-time entrepreneur who has acquired and operated a commercial garage door company, a pool retail business, and a pool construction company. Michael shares the gritty, behind-the-scenes realities of business ownership that you won’t find in the guru playbooks.
From working at a roofing supply manufacturer to bootstrapping his first acquisition during COVID, Michael discusses how he navigated everything from underpriced jobs and partner dynamics to team turnover and personal burnout. He explains how each acquisition taught him c...
2025-05-1546 minM&A LaunchpadAvoiding Buyer Landmines: Quality of Earnings, SDE Pitfalls, and Buying Right with Elliot HollandIn this high-impact episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew are joined by Elliot Holland, founder of Guardian Due Diligence and the Business Buyer Masterclass. With decades of experience conducting quality of earnings (Q of E) reviews and advising buyers in small business acquisitions, Elliot brings invaluable insight into the due diligence process that every buyer needs to hear. Whether you're a first-time buyer or a seasoned dealmaker, this episode dives deep into critical financial diligence topics, including working capital, seller discretionary earnings (SDE), recourse strategies, and how to leverage brokers during tough...
2025-05-0937 minM&A LaunchpadBuy a Manufacturing Business and Use Real Estate to Supercharge Growth with Ryder FyrwaldIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Ryder Fyrwald, co-owner of a thriving label manufacturing company based in Los Angeles. Ryder shares his journey of acquiring a small business with four employees and growing it into a multi-million-dollar operation—while also strategically leveraging real estate to fuel that expansion.
This episode offers valuable insights into creative deal structures, SBA financing, seller carrybacks, and the benefits of owning the real estate behind your operating business. Ryder's background in tech and real estate finance equipped him with the ac...
2025-05-0138 minM&A LaunchpadFrom Family Office to Global Advisor: Stephen Marks' Guide to Smarter AcquisitionsIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Stephen Marks, founder of Emmersion Capital and Apertura. Stephen shares his journey from managing family office portfolios to building a global advisory business focused on cost-effective due diligence and labor solutions through nearshoring.
The conversation dives deep into M&A strategy, talent acquisition in Latin America, and the mindset shift from high-growth investing to long-term wealth preservation. If you’re an independent sponsor, entrepreneur, or lower-middle market investor looking to reduce costs and access skilled labor without sacrificing quality, th...
2025-04-2436 minM&A LaunchpadSelf-Funded vs. Independent Sponsor: Sean Smith Breaks Down the Real NumbersIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome Sean Smith, Managing Partner at Search Fund Ventures and co-founder of SMB Investor Network. Sean brings a transparent, investor-first lens to the world of small business acquisitions, breaking down what dealmakers need to know to structure successful transactions.
The conversation covers everything from capital stack nuances and risk mitigation to understanding investor preferences and step-up dynamics in self-funded search and independent sponsor models. Sean also shares his entrepreneurial journey and mission to democratize private equity for accredited investors.
In...
2025-04-1738 minM&A LaunchpadFrom Marine Corps to Building a Scalable Business with Grit with Dominick BlueIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew are joined by Dominick Blue, a former Marine turned software engineer and acquisition entrepreneur. Dominick shares his inspiring journey—launching Nostra Group, buying two businesses in under a year, and building an AI company to automate operations in home services. He opens up about transitioning from a military background to entrepreneurship, the importance of having a thesis during your search, how he structured his deals, the pitfalls of cash flow management post-close, and how leadership and grit are essential for success.
Whether yo...
2025-04-1046 minM&A LaunchpadHow to Build Wealth Through a HoldCo Strategy | Dustin Carreon on Buying Businesses That LastIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Dustin Carreon, founder of COI Holdings, for a powerful conversation on transitioning from small family business roots to building a successful self-funded HoldCo.
Dustin shares the full arc of his entrepreneurial journey—from collecting scrap metal with his father, to running a multi-million dollar electronics distribution company, to acquiring legacy businesses and compounding their cash flows into generational wealth. He reveals the mindset shifts, strategic decisions, and operational lessons that helped him move from hustler to long-term investor.
...
2025-04-0354 minM&A LaunchpadBuy and Grow a Small Business with Grit and Strategy with Jon StaenbergIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Jon Staenberg, a veteran investor and expert in the search fund space. The conversation explores the growing role of search funds in the transition of small businesses across America and why now is a pivotal moment for aspiring entrepreneurs and investors alike.
Jon shares his journey, from growing up in a small town to traveling the world, and how those experiences shaped his perspective on entrepreneurship. He discusses the grit and passion required to buy and operate a business, a...
2025-03-2754 minM&A LaunchpadFunding Business Acquisition with Your Retirement Account with Jeremy AmesJoin hosts Casey Minshew and Feras Moussa on the M&A Launchpad Podcast as they welcome Jeremey Ames, Co-Founder and CEO of Guidant Financial. With over two decades of experience and a track record of helping 30,000 individuals step into business ownership, Jeremey brings invaluable insights to the table. Together, they explore different routes to entrepreneurship, from leveraging retirement funds to choosing between franchises and startups. Jeremey also breaks down current trends in business acquisitions, while sharing advice on navigating challenges and avoiding common pitfalls faced by aspiring business owners. Don't miss this expert-driven conversation packed with actionable tips for...
2025-03-2044 minM&A LaunchpadClosing Sellers in an M&A Deal with Nate PrattJoin hosts Casey Minshew and Feras Moussa on the M&A Launchpad Podcast as they sit down with Nate Pratt, CFA, Vice President of Corporate Development at OneDigital. Nate plays a pivotal role in driving growth in the institutional and wealth advisory space through mergers and acquisitions. With a wealth of experience from leadership roles at Dimensional Fund Advisors, a $575 billion investment firm, and Strategic Investment Solutions, Nate is a seasoned expert in investment consulting and corporate strategy.
In this episode, Nate shares his expertise on working with sellers, offering listeners a deep understanding of the seller's m...
2025-03-1335 minM&A LaunchpadYoung Couple Builds Generational Wealth By Buying A Business With SBA Loan with Meredith and Michael SchlinkertIn this episode of the M&A Launchpad Podcast, Casey Minshew and Feras Moussa interview Michael and Meredith Schlinkert, owners of BackgroundConnect, as they share their journey of acquiring a background screening company in Houston. They discuss their backgrounds, the search process for the right business, the challenges they faced during the acquisition, and their strategies for growth in the first year.
The conversation highlights the importance of having the right team, understanding the business landscape, and building strong client relationships. They also reflect on their experiences and offer advice for aspiring entrepreneurs looking to make similar mo...
2025-03-0634 minM&A LaunchpadHow Independent Sponsors Buy & Scale Businesses Without a Fund with Bryan RandIn this episode of the M&A Launchpad Podcast, Casey Minshew and Feras Moussa interview Bryan Rand, CEO of Rand & Co Holdings, who delves into the intricacies of being an independent sponsor. Bryan explains the dual aspects of the role: accelerating growth for small businesses and acquiring legacy companies.
Key topics include deal structuring, the benefits of private credit, and sale-leaseback arrangements. Bryan also shares insights from his entrepreneurial journey, emphasizing the importance of strategic partnerships and robust operational models. The discussion offers valuable tips for budding entrepreneurs and established investors alike.
In this episode:
2025-02-2046 minM&A LaunchpadDoubling Revenue in a Plumbing & HVAC Company Through Acquisition with JD BeckIn this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa interview JD Beck, a successful entrepreneur in the plumbing and HVAC industry. JD, a graduate from the University of Alabama with an electrical engineering degree, went straight to the army after college. After the army, JD spent time in the corporate world before discovering the world of business acquisitions. In 2022, JD stumbled upon Mountain Valley, a local plumbing and HVAC business, which he then acquired for an incredible price. JD continues to lead and operate Mountain Valley, while simultaneously acquiring other businesses in the...
2025-02-1437 minM&A LaunchpadPioneering AI and Acquisitions with Rob CarpenterIn this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa interview Rob Carpenter - an accomplished entrepreneur who got his start in AI before AI was popular and eventually exited to begin his own family office focused on home service acquisitions. Rob was born in an Eskimo village in Alaska and moved to Colorado where he launched his first software development company. After buying firms in India and London, Rob sold the business after seven years. Soon after, Rob started Valyant AI, which sought to build holographic employees. Although Valyant was exciting and innovative, it...
2025-02-0634 minM&A LaunchpadFrom Property Management Startup to Acquiring a Service BusinessIn this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa interview Brittney Orellano, who shares her inspirational journey of starting a real estate property management company and later acquiring a garage and gate service business in Kansas City. Brittney discusses the challenges of balancing entrepreneurship with family life, including working with her husband while raising four children. Like many in this M&A space, Brittney discovered the world of ETA through the teachings of Codi Sanchez and other M&A podcasts. After starting a company, she decided that an acquisition would be her next ch...
2025-02-0331 minM&A LaunchpadSBA Lending Tips & Tricks from Expert Lender "SBA Ray"In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa interview Ray Drew, known to many in the M&A space as “SBA Ray”. Ray hosts his own podcast called “The Art of SBA Lending” and provides an in-depth exploration of the SBA lending program, particularly the 7(a) loan. He has 13 years of experience in the lending space and is currently with Truliant Federal Credit Union as an official SBA 7(a) lender. Key topics discussed include the dos and don'ts of SBA lending, loan structuring for business acquisitions, and recent changes to SBA guidelines.
Ray...
2025-01-2445 minM&A LaunchpadSecrets to Raising Capital with Dr. Thomas PowellIn this episode, Casey Minshew and Feras Moussa, of the M&A Launchpad Podcast, interview Dr. Thomas Powell, a serial entrepreneur and investor. Dr. Thomas Powell has over 35 years of experience in banking and finance and has developed a deep understanding of the industry and raising capital. Tom has raised billions of dollars in his career for oil and gas, real estate and business ventures. In his spare time, he is a ski instructor in Nevada. He recently received his law degree in order to fight against the SEC, which we discuss in this episode.
The...
2025-01-1745 minM&A LaunchpadBuying & Growing a Power Washing Franchise with Nick HeyeIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Nick Heye. Nick talks about his experience entering the franchise world with Rolling Suds, a power washing and exterior cleaning company. Nick was the fourth franchisee in a new system that has now grown to nearly one hundred, and shares his insights on the challenges and rewards of building a business from the ground up.
We discussed the importance of a good franchisor, lessons learned, and the pros and cons of franchising, as well as Nick's personal journey from f...
2025-01-0937 minM&A LaunchpadAcquire a Local Retail Garden Center with Rory TyerIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Rory Tyer. This past year, Rory bought a retail garden center in his hometown of Greenville, South Carolina. Although Rory had a career before his dive into ETA (Entrepreneurship Through Acquisition), he spent several years searching for the right type of business to buy. Rory’s previous career ventures included being a singer/song writer, videographer, and even in the seminary. Once Rory found the business, the work began to secure, acquire, and operate. We dive deep into the intricacies of se...
2024-12-2747 minM&A LaunchpadMilitary to First Acquisition with John MurphyIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest John Murphy. John shares his transition from a military career to working at a Fortune 50 company, investing in real estate, and ultimately buying his business. John received his college degree and decided to serve his country in the military. After his time in the military, he began to pursue a career in corporate America. Like many of the listeners to our show, John read about the M&A space and decided to pursue his own acquisition. After a few attempts in the...
2024-12-1934 minM&A LaunchpadBuying & Selling Digital Businesses with the CEO of FlippaIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Blake Hutchison, the CEO of Flippa. Blake has been running Flippa for six years and shares many insights into how finds the edge to stand out as a giant in the industry. Flippa is a marketplace that allows buyers and sellers to transact on technology-backed businesses.
The discussion explores how the landscape of digital business acquisitions has evolved, particularly through Flippa's unique marketplace that connects buyers and sellers of digital assets. Feras reminisces about the early days of Flippa i...
2024-12-1335 minM&A LaunchpadBootstrapping SaaS Company from $0 to $40M Exit with David SinkinsonIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest David Sinkinson. David and his brother Chris founded AppArmor. David discusses his experience founding and growing this public safety software company with his brother. The discussion navigates through their journey from bootstrapping the startup, achieving significant revenue growth, overcoming setbacks, and eventually negotiating a major acquisition by Rave Mobile Safety in 2022. However, that is not the end of the story. Soon after their first exit to Rave, Motorola acquired the business for over $500 million.
David shares key insights on...
2024-12-0539 minM&A LaunchpadRoll-Up in the HVAC Industry with Jordan HammondIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Jordan Hammond. Jordan shares his journey from experiencing the failure of his first business to building a successful business through strategic acquisitions.
After a successful second start-up, Jordan decided that rather than deploying his cash into real estate, as many of his friends did, he would pursue the M&A industry. The discussion touches on the rollup strategy he employed, the challenges of integrating new businesses, and the transformational growth achieved. The roll-up strategy is seen as a great...
2024-11-2147 minM&A LaunchpadUps & Downs of the CEO Life with Steve DivitkosIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Steve Divitkos, discussing the challenges of launching and growing a search fund. Steve shares his experiences as a first-time CEO, the emotional toll, strategic decisions, and the eventual exit from his company. Steve dives deep into what it’s like to be a CEO. For example, the challenges he faced around the perception of young CEOs, as well as the decision process between firing and hiring top talent. At the end of the day, Steve states that the path to growth is no...
2024-11-1437 minM&A LaunchpadData Drives Businesses - How Ned MacPherson Capitalized on Strategic InsightsIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa & Casey Minshew interview Ned MacPherson, who shares his compelling journey of bootstrapping a business from scratch, scaling it rapidly, and eventually exiting to a private equity firm.
Ned, who has a background in statistics, brought these skills he gained in college and applied them to his love and desire for entrepreneurship. Ned started a few ventures after graduating, and after several attempts at building companies, he finally settled on a data analytics company. After scaling the company, Ned was able to take his first exit w...
2024-11-0731 minM&A LaunchpadTurning Around a 100+ Year Old Razor Company with Jens GrudnoIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew interview Jens Grudno, delving into his journey from a finance background to acquiring and turning around a struggling German manufacturing business. Jens shares the challenges and intricacies of transitioning from corporate roles to entrepreneurship, including the complex process of acquiring a division of a bankrupt company, managing legacy issues, and scaling the business. Jens now currently owns and operates DOVO, a 100+ year old German straight-razor company with an incredible brand and story. Although the business ran into turbulent times, Jens recognized the opportunity and a...
2024-11-0144 minM&A LaunchpadInsights into Sell-Side M&A Transactions with Richard ParkerIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Richard Parker. We delve deep into the world of M&A with Richard, who has successfully bought and sold dozens of companies. Richard currently manages Roy Street Advisors, an investment banking firm representing business owners and buyers in the sale of companies. Richard also provides great resources and courses on how to become an expert in the M&A world of buying good businesses.
The episode also covers insights from working with notable figures like Ray and Devo...
2024-10-2445 minM&A LaunchpadVerify Business Earnings in an M&A Transaction with Patrick O'ConnellIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Patrick O'Connell. Today we are focusing on the role of a quality of earnings (QoE) in the M&A process. Patrick discusses the importance of conducting a quality of earnings analysis when transacting. The QoE is used to verify what the seller has told you about the business verses what is reported in the business. The QoE is a great financial tool to establish facts, rather than opinions, for valuing a business acquisition.
Patrick looks to empower entrepreneurs to buy...
2024-10-1029 minM&A LaunchpadStrategies to Grow and Adapt as an Entrepreneur with Matt PohlIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Matt Pohl, Founder of The ReWild Group. Matt shares his journey of transitioning from a corporate job to becoming a business owner. This discussion covers Matt's decision to buy a lifestyle business, the eventual realization of the true value of his company, and how he managed to grow and sell it. Matt highlights the significant mindset shift required to transition from a technician to a business owner dedicated to growth and scaling.
He also emphasizes the importance of understanding...
2024-10-0349 minM&A LaunchpadTech to a Construction Acquisition with The Stone ManIn this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa interview Alan Lockridge about his journey from tech consulting to purchasing and running 'The Stoneman,' a business specializing in hardscapes. The discussion covers Alan's three-year search for the right business, which was affected by COVID-19, and his eventual acquisition strategy. He shares insights on the similarities between his tech-focused background and his new blue-collar business, the importance of structured deals, and the benefits of leveraging relationships in acquisitions. Alan explains how he successfully transitioned into this new industry, made incremental improvements, and maintained...
2024-09-2636 minM&A LaunchpadSourcing to Closing an E-Commerce Acquisition in 9 Days with Bryan DunnIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Bryan Dunn. Bryan talks about his journey from helicopter pilot in the military, to working at Boeing and other companies, and now working at a manufacturing company while simultaneously buying his own business. Bryan currently owns an ecommerce brand, selling a product called the Pursuit Goal Journal. This product allows people to define and achieve their goals. After attaining an MBA from Drexel, he stumbles upon ETA (entrepreneurship through acquisition) and decides this is the route he wants to take for his...
2024-09-1943 minM&A LaunchpadPrivate Equity to Entrepreneurship Through Acquisition with Niklas JamesIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Niklas James, who shares his journey from Norway to the U.S., where he began his career at Bain & Co., gaining valuable experience in the private equity due diligence process. After several years in finance, Niklas pursued his MBA at Harvard Business School, which sparked his interest in buying a small business. Inspired by friends in the Entrepreneurship Through Acquisition (ETA) community, Niklas became a self-funded searcher, and he dives into what it takes to succeed in this model.
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2024-09-1235 minM&A LaunchpadDoubling Revenue in 3 Years After an Accounting Business Acquisition with Chris WilliamsIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Chris Williams from System Six, delving into his journey of entrepreneurship through acquisition. Chris shares his insightful experience in identifying and acquiring his first business, an accounting firm, and the myriad challenges he overcame in growing it. Chris discusses his background in investment banking and private equity, his education at Stanford, and the pivot to entrepreneurship.
With lessons on patience, persistence, and unexpected turns in acquisition, this episode is a goldmine for anyone interested in buying and running a bu...
2024-08-0836 minM&A LaunchpadThe Strategy Behind SBA and Private Credit Lending with Darren PalestineIn this episode of the M&A Launchpad Podcast, hosts Casey Minshew & Feras Moussa sit down with Darren Palestine from Commercial Finance Partners to discuss the intricacies of SBA and middle market lending. Darren shares his extensive knowledge and experience, offering valuable insights for both borrowers and industry professionals.
The discussion covers SBA lending, including proforma transactions, unsecured loans for service businesses, and the challenges such as high interest rates and the reliance on historical cash flow. They also explore the state of business acquisitions and how Darren’s team caters to clients needing loans betw...
2024-07-2638 minM&A LaunchpadBuilding, Managing, and Flipping Online Sites with Marc AndreIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Marc Andre, who transitioned from being an auditor at a finance company to building, growing, and selling an online business. Marc shares how he discovered his passion through a side hustle aimed at making some extra money.
Marc explores the process of building an online business from scratch and identifying opportunities to monetize it. He discusses the challenges and opportunities in the online business space and shares his thoughts on the impact of AI on it. Our guest explains ho...
2024-07-1831 minM&A LaunchpadUsing Data to Value your Business with Alexis GrantIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Alexis Grant, an entrepreneur with two successful exits and founder of a company that helps sellers learn more about their businesses and position them for an exit. Alexis discusses how data adds value in positioning a business and crafting an offer.
With a background in journalism and limited experience in business, Alexis transitioned from freelancing to running her own social media agency. She delves into her experience in the online business industry and explains how she grew and exited...
2024-07-1235 minM&A LaunchpadJourney from Tech to Acquiring her First Company with Tato CorcoranIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Tato Corcoran, an entrepreneur with a real estate portfolio and a manufacturing business. Tato discusses her journey of running her first business after a long career in the tech industry in Silicon Valley.
In her quest to replace a tech industry salary with a more aggressive monthly cash flow, Tato delved into the ETA world and successfully implemented a direct mail strategy to identify and buy her first business. She shares the benefits of using this straightforward approach.
2024-06-2742 minM&A LaunchpadHow to Buy & Grow SaaS Companies with Kevin McArdleIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Kevin McArdle, co-founder and CEO of Big Band Software. Kevin Shares his incredible journey from CP of Sales at Cerner to acquiring and operating over 50 SaaS companies. After a stint teaching high school math, Kevin landed his first tech job at a booming global software company.
His journey to VP was a masterclass in scaling a successful tech business and led him to start and run multiple companies of his own. After realizing that wealth was created as a...
2024-06-2042 minM&A LaunchpadFrom Corporate to Catering Weddings: Navigating Entrepreneurship with Nick PatrickIn this episode, we welcomed Nick Patrick, the Managing Partner at Coda Capital, to discuss his journey from corporate America to purchasing his first business, a catering and wedding venture. The conversation delved into the nuances of transitioning from buyer to seller, exploring the ecosystem, pros, and cons of the catering industry.
This episode highlights the unconventional path Patrick took in acquiring the business, which wasn't the conventional ARR model but relied on strategic thinking and operational expertise. The discussion also touched on the significance of structuring deals with sellers, identifying win-win scenarios, and the mindset of...
2024-06-1339 minM&A Launchpad"Think Bigger" with Glamping Innovator and Founder of Under Canvas - Sarah DusekIn this episode of the M&A Launchpad Podcast, we talk with Sarah Dusek, entrepreneur and author of Thinking Bigger. Sarah’s mission is to inspire women to generate wealth and enter male-dominated spaces, with her book serving as a guide for business growth.
Sarah transitioned from nonprofit work to founding Under Canvas, a successful glamping company. After moving the business to Yellowstone, it flourished. In 2018, an investment firm acquired Under Canvas. Facing capital challenges, Sarah became a venture capitalist to support women entrepreneurs.
Tune in to hear Sarah’s inspiring story...
2024-06-0651 minM&A LaunchpadBuy then Build with Walker DeibelIn this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa have their first in-person interview with Walker Deibel, author of "Buy Then Build" and Co-Founder of Acquisition Lab. Walker shares the inspiration behind his book, which aims to teach and educate individuals on how to purchase their first business. He reflects on his experiences with his first and second business acquisitions, emphasizing the importance of overcoming challenges and understanding that there is no perfect deal.
Walker delves into the origins of Acquisition Lab, a selective program he conceived with the go...
2024-05-3142 minM&A LaunchpadHomeless to 8 Figures - Grinding Your Way to Education and AcquisitionsIn this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Bakari Akil, founder of Graves Hall Capital. Bakari shares his inspiring journey from initially knowing nothing about M&A to successfully acquiring two $30 million businesses and teaching Cornell MBA candidates about entrepreneurship through acquisition.
His story highlights the power of determination and self-education in overcoming challenges and achieving success in the world of business acquisitions. Throughout the discussion, Bakari emphasizes the importance of proactive strategies for self-education, networking, and developing essential business skills such as negotiations and financing. His...
2024-05-2151 minM&A LaunchpadEvolving from a Single Acquisition to Tsetserra Growth Partners with Malcolm PeaceJoin hosts Casey Minshew and Feras Moussa on the M&A Launchpad Podcast for a riveting discussion with Malcolm Peace, founder of Tsetserra Growth Partners. Malcolm shares essential insights into scaling businesses and integrating sales and marketing strategies.
Reflecting on his acquisition journey, he emphasizes understanding sellers' mindsets and navigating unexpected challenges during transitions. Delving into operational intricacies, Malcolm highlights the importance of hands-on involvement and recruiting operating partners to drive day-to-day operations.
Tune in to explore the art of business acquisition, operational challenges, and team building essentials with Malcolm as he unveils his journey on t...
2024-05-1644 minM&A LaunchpadFrom Starting a Digital Agency to Selling & Advising on M&A Transactions with Randy WoodsIn this episode, Randy Woods shares the journey of founding and selling his tech company, Non-Linear, spanning two decades of growth aligned with the internet's evolution. Randy identified top talent and strategically sold the company when the timing was optimal, ensuring a favorable outcome for employees. He provides practical advice for prospective sellers, stressing the importance of professionalizing accounting, addressing legal obligations, and aligning stakeholders to navigate the complexities of business exits.
Transitioning into an M&A advisory role at Valtech post-acquisition, Randy discusses their tech-focused acquisition strategy. This episode offers invaluable insights for entrepreneurs navigating business a...
2024-05-0844 minM&A LaunchpadRaising $800k in 5 Weeks For A Solo Acquisition with Kevin BibelhausenIn this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa delve into Kevin Bibelhausen's journey from corporate life to entrepreneurship, focusing on his transition, business acquisition, and operational strategies. Kevin shares his shift motivated by autonomy and the allure of entrepreneurship, highlighting the importance of assembling the right team and leveraging expertise in finance and operations for his textile business acquisition. He emphasizes teamwork and reflects on raising capital, securing $800,000 in five weeks, primarily through social media platforms.
Reflecting on entrepreneurship's essence, Kevin underscores trust and relationships in business transactions and shares i...
2024-05-0349 minM&A LaunchpadGrowing & Exiting a Logistics Company Powered by EOS (Entrepreneur Operating System) with Jay B SaucedaIn this insightful episode, hosts Casey Minshew and Feras Moussa interview Jay B Sauceda to explore the journey of running a logistics business and achieving a successful exit. Jay B's expertise shines as he shares invaluable insights into the challenges and opportunities within the industry. The conversation begins with Jay B recounting his journey, from the initial exposure to the logistics space driven by the need for efficient shipping solutions for his retail brand to recognizing the untapped potential in offering third-party logistics services.
Moreover, the discussion delves into the impact of external factors like the COVID-19 p...
2024-05-0151 minM&A LaunchpadSearching and Acquiring an Ice Cream Business with Shawn AllardIn this episode, our guest Shawn Allard shares his recent experience acquiring Novel Ice Cream in Phoenix, AZ. Despite initial reservations about entering the food & beverage industry, Shawn's journey illustrates the value of seizing lucrative opportunities and approaching each business on its individual merits.
In this podcast episode, we discuss:
Importance of Branding and Marketing for SMB
Overcoming analysis paralysis as a first time acquirer
Working with and vetting sellers on your first acquisition
Personal guarantees in M&A
Scaling & Expansion as a first time acquirer
You can connect with Shawn Allard on Twitter: @shawnwallard
2024-04-2543 minM&A LaunchpadSerial Exits With Vimeo, College Humor, TeePublic, and More with Josh AbramsonWe’re honored to interview legendary American Entrepreneur Josh Abramson on today’s episode of the M&A Launchpad Podcast. Josh Abramson is the Founder of Vimeo, CollegeHumor.com, BustedTees, and TeePublic.
In this podcast episode, we discuss:
Structuring deals when selling to a public company and risks to avoid
Weighing decisions on when to sell
Negotiations with potential acquirers
How to navigate what life looks like after a big exit
Additional Resources:
Access our archive of video interviews on YouTube
Checkout our upcoming Conference - https://malaunchpad.com/
Get in touch with show host...
2024-04-231h 02M&A LaunchpadHow a Searcher Acquired his Green Energy Company with Chandler ReedIn this episode, we have the privilege of speaking with Chandler Reed, the Owner and CEO of Get Green NOI, a prominent commercial green energy contractor. This episode is a testament to the power of embracing unforeseen opportunities and navigating the uncharted terrain of entrepreneurship.
In this podcast episode, we discuss:
Navigating distressed deals and the resilience needed to operate a challenging business.
Seller Carry strategies
The art of finding partners and sellers in SMB
The complexities of turning a distressed asset into a thriving venture.
You can connect with Chandler Reed on Twitter: @ChandlerReedSMB
Joi...
2024-04-1847 minM&A LaunchpadM&A For Dummies Author and Investment Banker - Bill SnowIn this episode, we sit down with Bill Snow, a seasoned lower middle market M&A investment banker, to explore the intricate world of mergers and acquisitions. Bill's wealth of knowledge and experience shines through as he guides us through the three key phases of the deal process: Search, Finance, and Negotiation. He emphasizes the importance of staying connected with tools like Capital IQ and shares invaluable insights on broadening your reach within the industry.
Bill also delves into the art of negotiation, dispelling myths about bluffing and highlighting the significance of crafting a compelling narrative for...
2024-04-1647 minM&A LaunchpadLeaving Tech to Buy Two Businesses at Once with Mike OkhraviIn this episode of the M&A Launchpad Podcast, we delve into the journey of Mike Okhravi, a first-time acquirer who courageously ventured into the world of ETA. Departing from his corporate role in the tech industry, Mike embraced the challenge of business ownership by successfully acquiring two small businesses – an epoxy coating enterprise and a towing operation – within an impressively short timeframe. With genuine candor, Mike shares the trials, victories, and invaluable lessons encountered as a first-time business acquirer.
In this podcast episode, we discuss:
The Leap from Corporate Tech to Entrepreneurship
The Dos and Don’...
2024-04-1148 minM&A LaunchpadHow Strong Leadership and Specialized Tech Led to a Successful Oil & Gas Business with Josh AnhaltJoin The M&A Launchpad Conference on May 11th, 2024, in Houston. Use coupon code M&APODCAST for a $200 discount - https://malaunchpad.com/
Join us for an insightful conversation with Josh Anhalt, the visionary mind behind GreenPath Energy, a company founded in 2007 dedicated to revolutionizing the detection of methane leaks in oil and gas pipelines. Throughout the years, Josh faced the formidable challenge of attempting to sell his company on three separate occasions, with each endeavor encountering distinct obstacles that led to unforeseen setbacks. Despite the hurdles, GreenPath Energy persevered and flourished, ultimately generating over $8 million in...
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