For Experienced Sellers: From Founder to Successor: Navigating the CEO Handoff
Show Summary: Matt Sharrers joins us to discuss the challenges of replacing a CEO or founder of a company, with a focus on the need for a well-thought-out plan to ensure a smooth transition and maximi...
19 Aug 202432min
For Experienced Sellers: Transferring Risk and Achieving a Smooth Exit: The Role of Reps and Warranties Insurance in M&A
Show summary: Historically, reps and warranties insurance was only available to very large M&A transactions. In this episode, Patrick Stroth discusses how this product is now available to small and m...
14 Aug 20241h 23min
For Professionals: Navigating the Complex World of Private Equity Secondaries
Show Summary: The private equity secondary market has grown significantly in recent years, with increasing acceptance and flexibility, but what is it exactly? Who is involved, and how do these funds o...
12 Aug 202452min
For Buyers: Entrepreneurship Through Acquisition -- Insights from Harvard Business School Experts
If you have any topic or guest suggestions for M&A Talk, please email them to podcast@morganandwestfield.com. How can you get on the path to entrepreneurship by acquiring an established business rathe...
8 Aug 202451min
For Experienced Sellers: Rethinking the M&A Auction Process -- A Wealth Management Perspective
If you have any topic or guest suggestions for M&A Talk, please email them to podcast@morganandwestfield.com. The auction process is standard for M&A transactions, but that doesn't mean it's the only ...
6 Aug 202458min
For Experienced Sellers: Navigating Partnership Disputes -- Lessons from a Valuation Expert
View the complete show notes for this episode. What impact can a partnership dispute have on the value of a company? What is the difference between a legal valuation and a market-based valuation for M...
31 Jul 20241h 12min
For New Sellers: Building Rapport and Understanding Needs in M&A Deals
View the complete show notes for this episode. The successful completion of an M&A transaction often comes down to the rapport that is built between a buyer and seller and how that impacts the ultimat...
29 Jul 202454min
For New Sellers: Building Trust Through Transparency -- Lessons from an Acquisition
View the complete show notes for this episode. The acquisition process presents a rollercoaster of emotions for all involved, and how an acquisition is announced can dramatically impact integration. L...
24 Jul 202450min
