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  • Episode 6: Owen Franklin - Blue Summit Supplies
    43 分
  • Episode 5: Colin Perry - Perry Weather
    2024/11/14

    Colin Perry, CEO of Perry Weather, shares the journey of his weather technology business and the challenges he faced in merging meteorology with software. Perry Weather specializes in providing real-time site-specific weather monitoring and alerting solutions for various industries. The company initially started as a weather consulting firm but quickly pivoted to a software-based model. Perry Weather's competitive advantage lies in its combination of state-of-the-art software and hardware. The company has successfully raised institutional capital and recently closed a Series B round with Arthur Ventures. Perry emphasizes the importance of finding a trustworthy partner and conducting thorough due diligence during the fundraising process.

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    38 分
  • Episode 4: Thomas Dixon - Founders Advisors
    2024/10/16

    Thomas Dixon, a healthcare M&A advisor, shares his background and experience in the healthcare industry. He discusses the transition from being a buy-side M&A person to working on the sell side, representing healthcare entrepreneurs. He emphasizes the importance of representing the seller's interests and the fulfillment he finds in helping entrepreneurs. Thomas also talks about the current state of the healthcare market, including the record amount of dry powder in healthcare private equity funds and the increasing interest in healthcare investments. He highlights the factors driving investor interest in healthcare, such as the industry's recession resistance and the desire to improve the broken healthcare system. Thomas also provides insights into complex healthcare transactions and offers advice for healthcare business owners considering a liquidity event.

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    49 分
  • Episode 3: Justin Burney - Bradley Arant
    2024/09/12

    In this podcast episode, Michael interviews Justin Burney, a partner in the corporate securities group at Bradley, about mergers and acquisitions (M&A) transactions. They discuss the overall M&A process, including when to engage in a transaction and the role of a letter of intent (LOI). They also highlight key considerations and pain points in M&A deals, such as financial statement preparation and tax representations. The conversation includes a case study of the MedTherm transaction, where they discuss the negotiation process and due diligence issues. They also touch on estate considerations, the outlook for M&A in 2024, and the local vs national M&A activity.

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    27 分
  • Episode 2: Vaughn McCrary – Founders Advisors
    2024/08/15

    Vaughn McCrary, a Founders Advisors, discusses the process of engaging founder-owned businesses and the differences between investment banking and their niche approach. We use the Medtherm transaction discussed in the first episode as a reference to the conversation. He highlights the importance of building relationships with clients and helping them prepare for a transaction. Vaughn also shares common mistakes made by founders and the timeline of a typical transaction. He emphasizes the significance of choosing the right partner and the role of storytelling in presenting a company to potential buyers. Vaughn concludes by discussing the workload and effort required from owners during the transaction process and provides insights into the market outlook for 2024.

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    26 分
  • Episode 1: Dale Watring - Medtherm
    2024/07/11

    In this podcast episode, Dale shares his journey from being an auto body technician to obtaining a PhD from MIT and starting his businesses. He discusses the unique approach and success of Medtherm's products and the process of preparing for the sale of the company. Dale highlights the importance of building the right team and dealing with challenges during the deal process. He also shares his plans, which involve enjoying fishing and spending time in Montana.

    https://keelpoint.com
    https://www.linkedin.com/in/michael-k-stanley-jr-mba-cexp™-30916131/

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    32 分
  • Trailer
    2024/04/12
    1分未満