loader from loading.io

The Secrets to Sourcing Proprietary Deals in Private Equity with Ryan Gable

M&A Science

Release Date: 07/17/2025

Building Your M&A Reputation: Why Relationships Beat Transactions Every Time with Andrew Cohen show art Building Your M&A Reputation: Why Relationships Beat Transactions Every Time with Andrew Cohen

M&A Science

Andy Cohen, Vice President of Corporate Development at F5 Andy has built a career that proves M&A is fundamentally about relationships, not just transactions. With 30 years of experience and 60 deals closed across high-growth tech companies including Citrix, Acquia, and F5, Andy has cultivated the kind of reputation where every CEO he's worked with will take his call tomorrow. In this conversation, he reveals why zero-sum thinking kills deals, how to convince people to sell without convincing them to sell, and why walking away on principle matters more than closing at any cost. ...

info_outline My Daughter Interviews Me About M&A | Holiday Special Episode with Shyla Patel show art My Daughter Interviews Me About M&A | Holiday Special Episode with Shyla Patel

M&A Science

In this special father-daughter episode, My daughter interviews me on my new book on Buyer-Led M&A™. We break down the framework built from over 400 practitioner interviews—covering why traditional M&A is flawed, how to shift from reactive auction-chasing to proactive deal sourcing, and why integration planning must begin during diligence. Things you will learn: Why integration planning during diligence (not after) determines deal success How the five pillars of buyer-led M&A transform reactive processes into strategic engines  Why proactive deal sourcing beats bank-led...

info_outline How to Score Culture Fit in M&A with Sharon Van Zeeland show art How to Score Culture Fit in M&A with Sharon Van Zeeland

M&A Science

, Vice President of Strategy and Corporate Development at Rockwell Automation brings a unique engineer's perspective to the softest parts of M&A. In this episode, Sharon reveals how Rockwell developed a systematic scoring system for evaluating culture fit during due diligence—complete with numerical rankings across key dimensions like decision-making authority, adaptability, and mission alignment. She also shares unconventional tactics for getting deals across the finish line, from negotiating hunting rights to sponsoring 4th of July parades, and explains why marrying your diligence...

info_outline Making M&A Boring (And Why That’s a Good Thing) with Leon Brujis show art Making M&A Boring (And Why That’s a Good Thing) with Leon Brujis

M&A Science

, Partner and Co-Head of U.S. at 65 Equity Partners shares how his firm is redefining private equity through non-control investments in founder-led businesses. In this conversation, Leon breaks down why the best companies are never for sale, how immigrant adaptability translates to investing success, and why boring, disciplined deal-making consistently outperforms flashy transactions. He also walks through his framework for negotiating term sheets and building relationships that span years before cutting checks north of $200 million. Things You'll Learn Why non-control "partnership capital"...

info_outline Integration Starts with Hiring, Not the Deal with Brandon Batt show art Integration Starts with Hiring, Not the Deal with Brandon Batt

M&A Science

– Chief People and Transformation Officer at Quadient joins us to discuss how successful M&A integration starts long before you sign an LOI. Brandon shares how Quadient built M&A capability across the organization through strategic hiring, created a transformation office that breaks down traditional silos, and executed portfolio transformation through dozens of acquisitions and divestitures. Learn why the secret to integration success isn't just about playbooks—it's about building M&A muscle into your team from day one. Things You'll Learn Why hiring for M&A experience...

info_outline Strategic M&A Framework: IFS's Acquisition Playbook with Rachel Hindley show art Strategic M&A Framework: IFS's Acquisition Playbook with Rachel Hindley

M&A Science

 , Vice President of Corporate Development, IFS   oversees transformative acquisitions for the global leader in industrial AI and enterprise software. In this episode, Rachel shares how IFS navigates the unique dynamics of having three major private equity backers—EQT, HG, and TA Associates—while executing strategic deals that enhance their portfolio. She breaks down IFS's four acquisition archetypes (product bolt-ons, customer migration, market entry, and new platforms), explains why integration and value creation must be separated, and reveals how the company is adapting its...

info_outline Mastering Carve-Out Transactions with Keith Crawford show art Mastering Carve-Out Transactions with Keith Crawford

M&A Science

, Global Head of Corporate Development and M&A at State Street Corporation , Global Head of Corporate Development and M&A at State Street Corporation, brings over 20 years of expertise executing some of the most intricate custody business carve-outs in financial services. In this episode, Keith breaks down the realities of carve-out transactions—from proactive deal sourcing and dependency mapping to navigating TSAs and post-close integration. He shares hard-won lessons on avoiding common pitfalls like scope creep, third-party contract renegotiations, and employee retention challenges...

info_outline Integration-Led M&A: Cisco's Approach to Deal Success Part 2 with Johanna Jaakola and Tesia Hostetler show art Integration-Led M&A: Cisco's Approach to Deal Success Part 2 with Johanna Jaakola and Tesia Hostetler

M&A Science

– Integration Lead, Corporate Development Integration Team, Cisco – Leader, Acquisition Integration Practice, Cisco , Integration Lead on Cisco's Corporate Development Integration Team, and , Leader of Cisco's Acquisition Integration Practice, continue their deep dive into Cisco's integration-led M&A framework. In Part 2, they reveal how integration planning shapes diligence, how value drivers guide surgical execution, and what it takes to coordinate a 180-person M&A community. From day one employee experience to go-to-market complexity and the Splunk mega-deal, this episode...

info_outline Integration-Led Diligence: Cisco's M&A Approach with Johanna Jaakola & Tesia Hostetle show art Integration-Led Diligence: Cisco's M&A Approach with Johanna Jaakola & Tesia Hostetle

M&A Science

– Integration Lead, Corporate Development Integration Team, Cisco – Leader, Acquisition Integration Practice, Cisco , Integration Lead on Cisco's Corporate Development Integration Team, and , Leader of Cisco's Acquisition Integration Practice, share how one of the world's most prolific acquirers structures deals for success. This episode breaks down Cisco's integration-led diligence model, where integration leads orchestrate due diligence from the deal thesis stage, ensuring strategic alignment and execution readiness before ink hits paper. Learn how Cisco's structured approach to...

info_outline When Integration Beats Roll-Ups with Tim Hall show art When Integration Beats Roll-Ups with Tim Hall

M&A Science

- Managing Partner and Founder, brings 29 years of private equity experience to this conversation about what actually works in buy-and-build strategies. After launching Brenton Point in 2024 following a 20-year run at CI Capital Partners, where he completed 200+ acquisitions across 12 platforms, Tim breaks down the independent sponsor model and why integration—not just aggregation—is the real value driver. He walks through building platforms from scratch, the executive-first strategy for fragmented markets, and how standardized integration playbooks turn acquired companies into...

info_outline
 
More Episodes

Ryan Gable, Managing Partner, BW Forsyth Partners

Ryan discusses how his team uses a hybrid private equity model backed by Barry-Wehmiller to execute people-first, long-term acquisitions. With over 55 deals and zero exits, Forsyth has developed a sourcing and integration playbook that challenges traditional PE norms, focusing instead on trust, cultural alignment, and multi-decade value creation.

Ryan breaks down how to build relationships that convert to proprietary deal flow, structure rollover equity with flexibility, and align seller incentives for lasting outcomes.

Things you will learn:

  • How to source proprietary deals by building trust with founders and prioritizing cultural fit

  • Why Forsyth avoids traditional PE norms like over-leveraging and fixed exit timelines

  • How they structure flexible equity rollovers and provide liquidity without needing to sell

Episode Chapters:

  • [00:02:00] From Investment Banking to Building Forsyth with Barry-Wehmiller

  • [00:07:00] Why Barry-Wehmiller Created a New Investment Arm Instead of Scaling Internally

  • [00:10:00] The Hybrid Equity Model: Strategic Backing + PE Agility

  • [00:14:30] Rollover Equity and How Forsyth Structures Flexible Liquidity

  • [00:23:30] From Auction Fatigue to Sourcing Proprietary Deals

  • [00:26:00] How Forsyth Builds Trust With Sellers (And Wins Deals Off-Market)

  • [00:31:00] Why Founders Should Think About Selling Before They’re Ready to Retire

  • [00:41:00] Structuring Earnouts that Sellers Actually Want to Hit

  • [00:49:00] The “Less is More” Approach to Post-Close Integration

  • [00:56:00] The Future of M&A: Return Expectations, Capital Saturation, and Deal Discipline

Questions, comments, concerns?
Follow Kison Patel for behind-the-scenes insights on modern M&A