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Business Integration Planning During Due Diligence(With Linda Bagley from Merative)

The Transaction Abstract Podcast

Release Date: 09/15/2022

Lessons and Insights Learned from the Buy-Side Transaction Process (with Sam Van Hon of PACK Private Capital) show art Lessons and Insights Learned from the Buy-Side Transaction Process (with Sam Van Hon of PACK Private Capital)

The Transaction Abstract Podcast

 Sam Van Hon, CFO of PACK Private Capital, joined the Transaction Abstract podcast to discuss his experiences and lessons learned through the buy-side transaction process.  Van Hon describes PACK Private Capital as a multi-family office with 16 partners and an “evergreen model” (holding acquisitions in perpetuity to grow and deliver shareholder value) that maintains a large focus in the construction industry. He discusses his organizations approach to: Identifying targets Process takeaways Expectations while engaging in a buy-side transaction process.

info_outline Supply Chain Considerations When Preparing to Sell a Business [with Rob Kress of Waypost Advisors] show art Supply Chain Considerations When Preparing to Sell a Business [with Rob Kress of Waypost Advisors]

The Transaction Abstract Podcast

There are countless matters to consider when preparing to sell your business—one of which is your supply chain.  In this episode of The Transaction Abstract, Rob Kress, CEO of , joined Joe Hellman, partner at , to discuss opportunities to shore up supply chain challenges or concerns to maximize the value of your business—or make your business more attractive—when searching for buyers. Rob points out that there are a few main focus areas—low-hanging fruit—that provide significant opportunity to improve cash flow prior to sale. SLOB (slow-moving, obsolete) inventory ...

info_outline M&A Middle Market Update: 2023 Year-in-Review and 2024 Outlook (with Mike Hirschberg of Northborne Partners) show art M&A Middle Market Update: 2023 Year-in-Review and 2024 Outlook (with Mike Hirschberg of Northborne Partners)

The Transaction Abstract Podcast

Mike Hirschberg, Director at , joined Joe Hellman, Partner at , to reflect on 2023 M&A activity and discuss the current state of the marketplace for low to middle market organizations.  2023 finished the year as a tale of two time periods. The first part of the year provided a bit of market turmoil (including the failing of some major banks). Deal flow slowed and venture and private equity activity dried up, according to Hirschberg. But the M&A market was resilient in spite of high interest rates, allowing industry experts to look to 2024 with some confidence. Many think that...

info_outline Using Data to Tell Your Company's Unique Story in a Transaction (with Aaron Yentz of Blue Ops Partners) show art Using Data to Tell Your Company's Unique Story in a Transaction (with Aaron Yentz of Blue Ops Partners)

The Transaction Abstract Podcast

Every company has a story that details how their innovative product or service idea came to be. That story typically includes how they were founded, how they grew and expanded, and how they matured into the organization they are today. That story may encompass a journey that started over one hundred years ago—or it could be the newest startup that began with a fledgling idea less than a few years prior.  But what type of story does your company’s data tell? Do you even have the data? If so, do you have access to it? And what role does that data play in today’s M&A...

info_outline The Impact of Supply Chain in a Potential Transaction (with Rob Kress of Waypost Advisors) show art The Impact of Supply Chain in a Potential Transaction (with Rob Kress of Waypost Advisors)

The Transaction Abstract Podcast

There are a myriad of factors that ultimately influence the sale price of a business in a transaction. By properly addressing those factors prior to going to market, sellers can eliminate surprises and work toward commanding a more favorable purchase price.  For manufacturers and distributors, one area that may be overlooked prior to engaging in a transaction might be their supply chain—including raw materials and/or product inventory. By addressing supply chain challenges early, along with any inventory issues that may negatively impact cash flow and/or revenue, sellers have a better...

info_outline Brand Considerations in an M&A Transaction (with Lauren Tannenbaum of Joe Smith) show art Brand Considerations in an M&A Transaction (with Lauren Tannenbaum of Joe Smith)

The Transaction Abstract Podcast

A critical question in any M&A transaction is what will be your branding going forward? And how can you tell your story to get employees and customers on board with that? There are opportunities here, but also some potential pitfalls. In this episode of The Transaction Abstract podcast, Joe Hellman and Lauren Tannenbaum, Senior Vice President and Group Lead at Joe Smith, discuss some valuable insights surrounding brand strategy and post-acquisition migrations.

info_outline Best Practices for Communications During an M&A Transaction (with David Heinsch of Padilla) show art Best Practices for Communications During an M&A Transaction (with David Heinsch of Padilla)

The Transaction Abstract Podcast

Communications cannot be an afterthought in M&A transactions. There are many risks to navigate. Listen to the latest episode of The Transaction Abstract podcast, where host Joe Hellman talks with David Heinsch, Senior VP at Padilla, on why it is important to get your communications people involved early on and what things they should focus on.

info_outline Tips to Boost Your Company’s Attractiveness to Buyers (with Julie Keyes of KeyeStrategies) show art Tips to Boost Your Company’s Attractiveness to Buyers (with Julie Keyes of KeyeStrategies)

The Transaction Abstract Podcast

As a follow-up to the last episode of The Transaction Abstract podcast, Joe Hellman and Julie Keyes discuss the business readiness process in M&A transactions and how that differs from owner readiness.

info_outline How Business Owners Can Prepare for Their Own Exit (with Julie Keyes from KeyeStrategies) show art How Business Owners Can Prepare for Their Own Exit (with Julie Keyes from KeyeStrategies)

The Transaction Abstract Podcast

Every business owner wants to get the best possible deal when they decide to sell their company, but the deal should be good for them personally as well as financially. Joe Hellman invited Julie Keyes founder of KeyeStrategies to The Transaction Abstract podcast to discuss the role of exit planning in M&A transactions.

info_outline The Importance of IT in M&A Transactions (with Donald Raleigh of Evolve Systems) show art The Importance of IT in M&A Transactions (with Donald Raleigh of Evolve Systems)

The Transaction Abstract Podcast

When we talk about mergers and acquisitions, we tend to focus on financials and physical assets. But what about the company’s technology assets—and all that valuable data? What do sellers and buyers need to consider within this critical area? Host Joe Hellman dove into this important topic recently with guest Donald Raleigh, on The Transaction Abstract podcast.

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More Episodes
In this episode, Joe Hellman speaks with Linda Bagley of Merative and Kory Boyer of Redpath to understand why integration matters and when to start planning for it during the M&A process.