DealQuest Podcast with Corey Kupfer

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Episode 108: Post Merger Integration with Matt Sonnen

Ep. 108

Matt Sonnen is the founder and CEO of PFI Advisors. He provides strategic operational consulting in the RIA industry and helps existing RIAs tackle various operational and strategic issues that they encounter as they continue to grow. In this episode you will learn how important it is to think through post merger integration and understand that the work is not done when the deal has been made! Additionally, you will learn about:


  • Obstacles that may arise with systems and operations
  • Industry Trends and effects from COVID
  • Levels of growth and how to evolve your business model
  • Top 5 mistakes buyers make when integrating acquisitions
  • And more!


Listen to the DealQuest Podcast today!


For more information from Matt Sonnen: https://pfiadvisors.com/


Website: https://www.coreykupfer.com/

LinkedIn: https://www.linkedin.com/in/coreykupfer/

Facebook: https://www.facebook.com/CoreyKupfer

Twitter: https://twitter.com/coreykupfer

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4/14/2021

Episode 116: Specialized Investment Firms with Brett Hickey

Ep. 116
Brett Hickey is the Founder and CEO of Star Mountain Capital LLC, a nearly 1.75 billion dollar specialized investment firm focused exclusively on the U.S. lower middle-market. Star Mountain employs a data driven approach to invest debt and equity directly into established operating companies, make strategic investments into fund managers, and purchase secondary fund positions.Early AmbitionsStar Mountain CapitalOverall Market TrendsSpecialized Asset Management & Investment DecisionsAnd more!Listen to the DealQuest Podcast today!Website:https://www.coreykupfer.com/LinkedIn:https://www.linkedin.com/in/coreykupfer/Facebook:https://www.facebook.com/CoreyKupferTwitter:https://twitter.com/coreykupferThe information provided in this podcast should not be considered a recommendation to purchase or sell any particular security. There is no assurance that any securities discussed herein will remain in an account's portfolio at the time you receive this podcast or that securities sold have not been repurchased. The securities discussed do not represent an account's entire portfolio and in the aggregate may represent only a small percentage of an account's portfolio holdings. It should not be assumed that any of the securities, transactions, or holdings discussed were or will be profitable, or that the recommendations or decisions made in the future will be profitable or will equal the performance of the securities, transactions, or holdings discussed herein.