Cover art for podcast Middle Market Mergers and Acquisitions by Colonnade Advisors

Middle Market Mergers and Acquisitions by Colonnade Advisors

28 EpisodesProduced by Gina Cocking and Jeff GuylayWebsite

Get the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at owners… read more

episodes iconAll Episodes

MM M&A - 028: Strategic Exit Planning for Equipment Leasing and Finance Companies

October 10th, 2022

30:20

In this episode, we discuss strategic steps for Equipment Leasing and Finance companies as they grow and evolve. The leadership of some of these …

MM M&A 027: Start Early & Exit Right with Mark Achler and Mert Iseri

June 1st, 2022

41:08

Before you sell your company, even the odds.

This episode features guests Mark Achler and Mert Iseri, authors of the recent book, Exit Right: How to Sell Your Startup, Maximize Your Return and Build Your Legacy.

MM M&A 026: Industry spotlight – F&I Agencies & Payment Plans

May 2nd, 2022

34:54
This episode continues with our “industry spotlight series” where we focus on specific trends and opportunities in middle-market M&A transactions. Our previous episodes have covered four industries in which …

MM M&A 025: Datarooms - Get your Ducks in a Row

April 5th, 2022

29:47
In this episode, Gina Cocking and Jeff Guylay pick up their discussion around the due diligence process related to the sale of a company.

This episode is a great add-on to the previously released four-episode series …

MM M&A 024: Minority Stakes – Read the Fine Print

March 1st, 2022

31:52
This episode is an excellent continuation of our discussion in E023 about the pros and cons of partnering with a financial sponsor.

When a company is …

MM M&A 022: Industry Spotlight – Home Warranty

January 6th, 2022

25:32

This episode continues our series of "industry spotlights," in which we focus on specific trends and opportunities in middle market M&A transactions.

MM M&A 021: Industry Spotlight – Automotive Reconditioning

December 7th, 2021

24:46

This episode continues our series of "industry spotlights," in which we focus on specific trends and opportunities in middle market M&A transactions.

This episode focuses on the automotive reconditioning industry, a …

MM M&A 020 - Indications of Interest and Letters of Intent: Narrowing the Field

November 8th, 2021

31:36

In previous episodes, Colonnade Advisors has outlined our unique 16-week sales process timeline in four phases: pre-marketing, go to market, …

MM M&A 019 - Industry Spotlight: Vehicle Service Contract Administrators

August 10th, 2021

30:28

This episode continues our series of "industry spotlights," in which we focus on specific trends and opportunities in middle market M&A transactions.

This episode kicks off several episodes around the finance and …

MM M&A 018 - Industry Spotlight: Insurance Premium Finance

July 19th, 2021

36:06

This episode kicks off a series of “industry spotlights” in which we focus on specific trends and opportunities in middle market M&A transactions.

 

Our first episode in this series is all about an exciting niche …

MM M&A 017 - Pick Your Partner - The Exclusivity Phase

May 25th, 2021

39:50

We are excited to focus today’s episode on the final phase of our unique 16-week sales process.
Today we are focused on phase four: exclusivity/documentation.

We invite you to listen to episode 001 for more information …

MM M&A 016 - Management Meetings

April 26th, 2021

30:31

In previous episodes, Colonnade Advisors has outlined our unique 16-week sales process timeline in four phases: pre-marketing, go to market, …

MM M&A 015 - How to Prepare for Wealth and Preserve Your Family Legacy

March 1st, 2021

35:26

In this episode, Jeff Guylay focuses on the best practices to maximize after-tax proceeds from a transaction. Jeff is joined by featured guest Raj Rathi, co-founder of Rathi Singh Private Wealth Management, to share his …

MM M&A 014: Auction Processes - Get the highest price

February 1st, 2021

26:10

In this episode, Gina Cocking and Jeff Guylay discuss the different types of auction processes we use in a sale transaction, including a negotiated deal, a small process, a targeted auction, and a broad auction.
Gina …

MM M&A 013: Building Relationships

January 14th, 2021

29:32

This is a special episode discussing how to build successful business relationships. In this episode, Gina Cocking, is joined by featured guest …

MM M&A 012: What is my company worth?

December 2nd, 2020

24:14

In this episode, Gina Cocking and Jeff Guylay focus on valuation - determining what your company is worth.

Key takeaways from this episode are:

  • The …

MM M&A 011: Empire Building Through a Roll-Up Strategy

November 16th, 2020

26:02

In this episode, Gina Cocking and Jeff Guylay continue their discussion on deal structuring.
Today, the focus is on roll-ups. Key takeaways from this …

MM M&A 010: Escaping escrow - Reps & Warranty Insurance

October 30th, 2020

37:29

In this episode, Gina Cocking and Jeff Guylay continue their discussion on deal structuring.
Today, we explore reps and warranties ("R&W") insurance. In this episode, we cover:
· What is R&W insurance?
· What is …

MM M&A 009: Second Bite at the Apple - Aligning Interests through Rollover Equity

October 15th, 2020

37:49

In this episode, Gina Cocking and Jeff Guylay continue their discussion on deal structuring.
Today, we explore rollover equity, a form of contingent …

MM M&A 008: Earn outs - Sharing the Risk and Reward

September 23rd, 2020

27:24

In this episode, Gina Cocking and Jeff Guylay continue their conversations around deal structure. 

Today we explore earn outs, a form of contingent consideration in which the buyer and seller share both the risk and …

MM M&A 007: Striking a Deal - Price & Terms

September 14th, 2020

36:52

In an M&A transaction, price is generally the most important part of the deal structure. However, there are several other essential components. In this episode, Gina Cocking and Jeff Guylay discuss various aspects …

MM M&A 006: How Scalable and Secure are Your Systems?

August 24th, 2020

23:49

In this episode, Gina Cocking and Jeff Guylay conclude their discussion around the due diligence process related to the sale of a company.
This episode is part of a four-episode series exploring the due diligence …

MM M&A 005: It's All About Your Numbers

August 11th, 2020

36:16

In this episode, Gina Cocking and Jeff Guylay continue their discussion around the due diligence process related to the sale of a company.

This episode is part of a four-episode series exploring the due diligence …

MM M&A 004: Due Diligence - Deep Clean and Hygiene

July 21st, 2020

23:26

Due diligence is a crucial component of any M&A transaction. In this episode, Gina Cocking and Jeff Guylay discuss the second topic in our due diligence series--legal due diligence. Jeff is joined by featured guest, …

MM M&A 003: Due Diligence - Uncovering the Skeletons in Your Closet

July 3rd, 2020

43:17

In this episode, Gina Cocking and Jeff Guylay discuss business due diligence. 

Due diligence is so important in any M&A transaction that we're devoting four episodes to the topic. Please stay tuned for upcoming …

MM M&A 002: In the Market - The Next Three Phases of Selling Your Company

June 30th, 2020

35:53

In this second episode of the Middle Market Mergers & Acquisitions podcast, Gina Cocking and Jeff Guylay continue their discussion of the four phases of selling your company. 

The process of selling your company can …

MM M&A 001: Pre-Marketing - The First of the Four Phases of Selling Your Company

June 30th, 2020

31:10

The process of selling your company can be neatly categorized into four phases, taking place roughly over a period of 16 weeks. 

The four phases are:
1) Pre-Marketing
2) Go to Market
3) Management Presentations / Buyer Due …

Loading ...

Are you the creator of this podcast?

Verify your account

and pick the featured episodes for your show.

Listen to Middle Market Mergers and Acquisitions by Colonnade Advisors

RadioPublic

A free podcast app for iPhone and Android

  • User-created playlists and collections
  • Download episodes while on WiFi to listen without using mobile data
  • Stream podcast episodes without waiting for a download
  • Queue episodes to create a personal continuous playlist
RadioPublic on iOS and Android
Or by RSS
RSS feed
https://colonnade.libsyn.com/radiopublic

Connect with listeners

Podcasters use the RadioPublic listener relationship platform to build lasting connections with fans

Yes, let's begin connecting
Browser window

Find new listeners

  • A dedicated website for your podcast
  • Web embed players designed to convert visitors to listeners in the RadioPublic apps for iPhone and Android
Clicking mouse cursor

Understand your audience

  • Capture listener activity with affinity scores
  • Measure your promotional campaigns and integrate with Google and Facebook analytics
Graph of increasing value

Engage your fanbase

  • Deliver timely Calls To Action, including email acquistion for your mailing list
  • Share exactly the right moment in an episode via text, email, and social media
Icon of cellphone with money

Make money

  • Tip and transfer funds directly to podcastsers
  • Earn money for qualified plays in the RadioPublic apps with Paid Listens