loader from loading.io

Episode 70: Inside the Deal with Jim Falkanger

The Tech M&A Podcast

Release Date: 01/21/2025

Episode 82: Inside the Deal with Niles Overly and Rob Kopp show art Episode 82: Inside the Deal with Niles Overly and Rob Kopp

The Tech M&A Podcast

In this episode of the Tech M&A Podcast, hosts Niles Overly and Rob Kopp share their experiences as co-founders of Metro Data Centers, discussing their motivations for selling the company, the unique aspects of their business, and the challenges they faced during the M&A process. They emphasize the importance of planning for an exit, effective communication, and the value of seeking professional help throughout the sale process. The conversation provides valuable insights for entrepreneurs considering an exit strategy.   Takeaways Always think about an exit strategy from the...

info_outline
Episode 81: The August Monthly Report show art Episode 81: The August Monthly Report

The Tech M&A Podcast

Tech M&A Is Shattering Records—Are You Ready to Capitalize? Join us for the August edition of Tech M&A Monthly, where we’ll break down what’s driving record-breaking deal activity and what it means for tech founders like you. We’ll explore the latest trends shaping the M&A landscape and take you inside the buyer universe—who’s actively acquiring, how much dry powder they’re sitting on and where they’re looking to invest next. If you’re thinking about an exit or just want to stay ahead of the curve, this is a webcast you won’t want to miss.

info_outline
2025 Tech M&A Mid-Year Report show art 2025 Tech M&A Mid-Year Report

The Tech M&A Podcast

Whether you’re exploring an exit or simply preparing for the future, Corum’s 2025 mid-year report will give you the insight you need to navigate the second half of the year.   Billion-dollar tech deals dominate the headlines—but that’s only part of the story. If you're the CEO, founder or investor in a smaller software or IT company, you need to understand what’s really happening in the M&A market and how it impacts companies like yours.   Corum’s 2025 Tech M&A Mid-Year Report Covers: •    CEO Desk: “Too Small to Sell? Think Again”...

info_outline
Episode 80: Inside the Deal with Ryen Leva show art Episode 80: Inside the Deal with Ryen Leva

The Tech M&A Podcast

In this episode of the Tech M&A Podcast, Ryen Leva, CEO of Infinity Software, shares his journey of growing and selling his family business. He discusses the importance of building scalable processes, the family dynamics involved in the decision to sell, and the critical aspects of pitching and due diligence during the acquisition process. Ryen also emphasizes the significance of effective communication with team members and aligning offers with personal and family goals. Finally, he reflects on life after the sale and the newfound freedom it brings.   Takeaways Build your company in...

info_outline
Episode 79: Inside the Deal with Poya Farighi show art Episode 79: Inside the Deal with Poya Farighi

The Tech M&A Podcast

In this episode of the Tech M&A podcast, Poya Farighi shares his journey of building and exiting his cloud-based HR reference checking platform, Vitay. He discusses the challenges faced during the sale process, the importance of maintaining business operations, and the emotional transition after the exit. Poya emphasizes the need for preparation, the value of keeping an open mind for future opportunities, and the significance of celebrating milestones in the entrepreneurial journey.   takeaways Vitay is an automated reference checking platform that simplifies candidate screening....

info_outline
Episode 78: May Tech M&A Monthly Report show art Episode 78: May Tech M&A Monthly Report

The Tech M&A Podcast

Confused between raising capital or selling your company? Discover how recapitalization offers a powerful growth option—allowing you to raise funds, gain liquidity, and bring on a strategic partner without giving up control. In this video, we break down how recapitalization works, why it’s increasingly popular with private equity firms, and how it can drive growth, solve internal challenges, and position your company for a second, more lucrative exit. Featuring real-world case studies, we show how founders successfully leveraged recap deals to scale their business, cash out partially,...

info_outline
Episode 77: Inside the Deal with Scott Petersen show art Episode 77: Inside the Deal with Scott Petersen

The Tech M&A Podcast

In this episode of the Tech M&A Podcast, Scott Petersen shares his journey of selling his all-in-one hiring solution software, HireClick. He discusses the motivations behind the sale, the importance of being prepared, and the lessons learned throughout the process. Scott reflects on life after the sale, the excitement of new opportunities, and offers valuable advice for CEOs considering selling their companies.   takeaways HireClick was sold in August 2024 after starting in 2017. Inbound interest from potential buyers prompted the decision to sell. Scott felt they waited too long to...

info_outline
Episode 76: April Tech M&A Monthly Report show art Episode 76: April Tech M&A Monthly Report

The Tech M&A Podcast

Not every M&A deal follows a straight path—sometimes, stepping back can be the key to securing the best outcome. Corum’s Hiatus Program empowers tech entrepreneurs to refine their businesses, address buyer concerns, and return to market stronger than ever. With nearly one-third of Corum’s clients utilizing the program, the results speak for themselves—companies see an average 40% increase in offer values post-hiatus. In this month's webcast we'll share two success stories where businesses leveraged this strategic pause to drive substantial growth, re-entering the market to secure...

info_outline
Episode 75: Inside the Deal with Richard Addotta show art Episode 75: Inside the Deal with Richard Addotta

The Tech M&A Podcast

In this episode of the Tech M&A Podcast, Richard Addotta, co-founder and CEO of WRM, shares his journey from working in utilities to founding a software development company focused on storm response solutions. He discusses the motivations behind selling his company, the changes in his life post-sale, and offers valuable advice for aspiring entrepreneurs. Richard emphasizes the importance of timing, expert guidance, and the personal fulfillment he now experiences as he transitions into a new chapter of life, focusing on family and personal growth.   Takeaways WRM focuses on...

info_outline
Episode 74: The March Tech M&A Monthly Report show art Episode 74: The March Tech M&A Monthly Report

The Tech M&A Podcast

CEOs that sold in 2024—What advice do they have for founders and CEOs? Whether you’ve had an exit plan in mind from the start or you’re fielding unsolicited offers from potential acquirers, the more information you have about the M&A process, the better. This month, hear from CEOs and founders who sold their tech companies in 2024. We’re excited to host Richard Addotta (WRM), John Dickey and Steve Wargalla (QSTRAT) and Scott Petersen (HIRECLICK) on our annual Sellers Panel webcast. What surprised them about the M&A process? Advice for other CEOs looking at exiting...

info_outline
 
More Episodes

In this episode of the Tech M&A Podcast, Jim Falkanger shares his journey through five successful company exits and his transition into retirement. He discusses the challenges and opportunities that come with stepping away from a CEO role, the importance of finding new passions, and how he plans to stay engaged with technology and mentoring in his new phase of life.

 

Takeaways

  • Jim Falkanger has successfully exited five companies.
  • Retirement offers a chance to focus on personal interests.
  • Transitioning from CEO to retirement can be challenging.
  • Staying active and engaged is crucial in retirement.
  • Mentoring and volunteering can provide fulfillment post-retirement.
  • Time spent with family, especially grandkids, is invaluable.
  • Planning for retirement should include time for personal projects.
  • Exploring new technologies keeps the mind engaged.
  • Taking a break after selling a business is important.
  • Finding hobbies and interests can ease the transition into retirement.

 

Chapters

00:00 Introduction to Jim Falkanger's Journey
02:54 Navigating Retirement and New Beginnings
06:01 Transitioning from CEO to Retirement
08:50 Embracing Technology and Future Aspirations