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Questions You Should Ask the PE Firm During Management Presentations

Release Date: 02/10/2023

Leading Through Legacy: Mary Lisle Landhuis on Family Business and Modern Manufacturing

Deal Team Six

On this episode of the Deal Team Six podcast, our host, Tammie Miller is joined by Mary Lisle Landhuis, President of Lisle Corporation—a fifth-generation, family-owned business with a 120+ year history. Mary shares her unexpected path to leadership, how the company balances innovation with tradition, and the lessons she's learned managing a business with more than 75 shareholders. [1:05] Mary talks about her background [5:40] Mary's transition to company President [9:42] Mary discusses working with other family members in the business [13:01] Mary talks about the Lisle...

I know You Want to – But… Think Twice About Taking Capital From a Strategic Partner When You’re a Small Business

Deal Team Six

Your hosts, Tammie Miller and Tim Oleszczuk, welcome you to another Deal Team Six podcast. Today, they address the difficulties an entrepreneur endures when it comes to funding and starting a business, and how incredibly attractive it can be when a large corporation or big competitor offers up capital. Let’s listen to the different possible scenarios! [2:06] What is a Strategic Buyer? It is another company or potential acquirer in your industry, it can be a competitor, or someone doing something similar to your business. [3:05] What happens if a larger business is interested in...

Questions You Should Ask the PE Firm During Management Presentations

Deal Team Six

Tammie Miller and Tim Oleszczuk, your hosts, welcome you to another episode of the Deal Team Six podcast. Today they talk about management presentations, those situations when you are starting to bring back prospective buyers, and they are getting to the next layer of a sale process. This is an excellent opportunity for them to listen to specific aspects of the company. During management presentations, the sellers get to know the potential buyers, which is a great time to ask questions. Tammie and Tim are disclosing the questions discussed in today’s episode in a blog post titled...

What is an Advisory Board and How Best to Use One – A Discussion with Two Entrepreneurs

Deal Team Six

Tammie Miller, your host, welcomes you to another episode of the Deal Team Six podcast. In this episode, Tammie has conversations with two entrepreneurs/business owners about their experiences with Advisory Boards. Today’s guests are Jarrod Lopiccolo, CEO and Co-Founder of Noble Studios, a creative digital performance marketing agency based in Reno, Nevada and Tom Nelson, President of Nelson Container Corporation, a privately held high-quality, full service, box manufacturer based in Germantown, Wisconsin. (9:27) As an interesting aside, both Jarrod and Tom work with their wives in their...

Real Estate as Part of a Mergers and Acquisitions Transaction

Deal Team Six

Tammie Miller and Joe Froehlich, your hosts, welcome you to another episode of the Deal Team Six podcast. In today’s episode, Tammie and Joe discuss ways to think about real estate in your M&A transaction.

Misfortunate Events: Management Presentations and Dinners with Tammie Miller and Tim Oleszczuk

Deal Team Six

Tammie Miller and Tim Oleszczuk, your hosts, welcome you to another episode of the Deal Team Six podcast. Today, they are diving deep into misfortunate events. Both Tammie and Tim have worked in M&A for more than two decades and they have experienced some strange behavior from their clients. Management presentations and dinners have proven to be very stressful moments. Listen to this episode to have a little fun and learn how to ease these crucial moments during a transaction

Rep & Warranty Insurance in M&A with Scott Wolf and Julia Papastavridis

Deal Team Six

Tammie Miller, your host, welcomes you to another episode of the Deal Team Six podcast. In this episode, Tammie is accompanied by Scott Wolf and Julia Papastavridis both from Willis Towers Watson, to talk about Rep & Warranty Insurance in M&A transactions, and specifically what sellers should know.

Professionalizing and Selling a Family-Owned Business with Lynn Marsh

Deal Team Six

In this episode, Tammie is accompanied by Lynn Marsh, who is now the President at Road Widener and was formerly COO of a family-owned business that was involved in a sale transaction.

All You Need to Know About Scaffolding Software with Brian Webb and Ali Hajighafouri

Deal Team Six

Tammie Miller and Tim Oleszczuk, your hosts, welcome you to another episode of the Deal Team Six podcast. Today they are accompanied by Brian Webb founder and CEO of Avontus Software and Ali Hajighafouri, Sales Director for Avontus, to talk about scaffolding, software, data, and technology.

Episode 005: Selling to Private Equity with Jim O’Rourke

Deal Team Six

In this episode of the podcast, Tammie Miller and Tim Oleszczuk, your hosts, are joined by Jim O’Rourke who is the former president and CEO of A&A Manufacturing. Jim sold to private equity and is sharing in this episode the details about this process, the pros and cons, and how he rolled equity as part of that transaction.

More Episodes

[2:09] First Question - How often do you visit your portfolio companies?

[9:03] Second Question - How big is your fund? Where are you in its life cycle?

[13:22] Third Question - What are some things that a private equity group might offer to a portfolio company other than cash?

[16:48] Fourth Question - Are acquisitions part of the growth strategy?

[21:02] Fifth Question - Can I call the current or former CEOs of your other portfolio companies?

[22:58] Sixth Question - How do you typically finance your transactions?

[24:21] Seventh Question - Which tools do you have to compensate managers?

[26:15] Last Question - Do you charge a management fee?

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