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The Art of the Deal: Navigating Business Sales
31:22|In this episode, we sit down with Robert Rough from Telo’s Capital Advisors, a seasoned industry expert with over 30 years of experience and a track record of more than 100 successful transactions across diverse sectors.Robert opens up about his journey to Telo’s Capital Advisors and the services they provide, guiding business owners through the complexities of selling their companies. He addresses common misconceptions business owners have about handling sales on their own and explains how an investment banker can add critical value to achieve a successful deal.Throughout the conversation, Robert shares insights into the different types of advisors available, key qualities to look for when selecting a partner, and how to navigate challenges, including managing multiple interested parties and overcoming the impact of unfit advisors on a deal. He also reflects on memorable transactions that helped him build his negotiation skills and offers practical advice for those embarking on the journey to sell their companies, from preparing for due diligence to maintaining strong client relationships throughout the process. Robert offers his perspective on the future of private equity, providing a must-hear outlook for anyone involved in the industry. Listen now!
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The Evolving Landscape of Private Equity
26:09|Welcome back to Part Two! In this episode, Leah continues her conversation with Bob Wegbreit, a seasoned TagNiFi professional and a former GF Data partner. With his background in print advertising and startup consulting, Bob offers a unique perspective on today’s financial challenges.Leah and Bob discuss the need for innovative solutions in finance, particularly in the advertising industry. They delve into crucial private equity terms and explore how firms can adapt to market demands.The conversation also touches upon trends shaping buyer-seller dynamics and the importance of conducting thorough due diligence. Bob further addresses the risks associated with future business valuations.They conclude by emphasizing the significance of cultural fit within organizations and the essential qualities businesses should look for in investment bankers. Listen now!Navigating the Financial Landscape
20:32|In this episode, Leah sits down with Bob Wegbreit, a seasoned expert currently at TagNiFi and a former owner/partner of GF Data. Bob brings a wealth of experience from his early career running a print point-of-sale advertising business and his extensive work consulting for three startups.Join Leah and Bob as they delve into the challenges currently facing the financial industry and the increasing demand for innovative solutions like TagNiFi. Bob shares valuable insights on the critical role of advertising as companies scale and discusses the nuances of private equity terminology that every business owner should understand.Listen in as Bob explains how businesses can adapt to meet future needs and demands in the evolving landscape of private equity, providing listeners with practical strategies and a deeper understanding of this dynamic industry. Don’t miss this engaging conversation packed with expertise and foresight into the future of finance and investment!Positioning for Success Part Two: How to Elevate Your Business
25:51|In this episode of The Future of Private Equity podcast, host Leah Berend sits down with Marnie Ochs Raleigh, owner of Evolve Systems. Drawing from her early experiences working in her family’s commercial construction company, Marnie shares how businesses can future-proof their security with best practices in payment processing.Leah and Marnie then dive into current trends and the power of data and analytics in making informed business decisions. Marnie also breaks down the essential marketing and branding strategies businesses need to maximize their appeal, offering advice on the key questions companies should ask when working with marketing firms. Tune in for practical tips on payment processing, marketing, and driving enterprise value.Part One: Positioning for Success
30:45|Join host Leah Berend as she interviews Marnie Ochs Raleigh, CEO of Evolve Payments and Evolve Marketing. Marnie, who comes from a long line of entrepreneurs, brings a multi-faceted perspective to M&A.In this episode, Marnie shares insights on how companies can best position themselves to attract private equity investors. Discover the key areas to focus on and learn how Evolve Systems has helped businesses prepare for successful private equity transactions. Tune in to gain valuable advice and strategies for navigating the complexities of attracting investment.Part Two: Behind the Deal with Quazar
24:52|In today’s episode, we explore the intricacies of selling your business with Nicole, an expert in private equity. Discover the importance of a strong management team, the emotional aspects of selling, and the critical steps to prepare your business for sale. From financial preparations to choosing the right buyer, Nicole shares invaluable insights to help you maximize your business's value and ensure a smooth transition. Whether you're considering selling or just want to understand the process better, this episode is packed with expert advice and real-world examples.Chapters:(00:00) Introduction(00:15) Importance of a Strong Management Team(05:30) Emotional Aspects of Selling(10:45) Financial Preparations for Sale(15:00) Choosing the Right Advisors(20:15) Investment Banking Advisory Process(25:30) Due Diligence on Potential Buyers(30:45) Exit Strategies and Private Equity(35:00) Future Outlook of Investment Banking(40:15) Closing Thoughts and Contact Information
Part One: Exit Strategies & Beyond
24:39|In this episode, Leah Berend of Marrin Investment Partners sits down with Nicole Behm-Koep of Quazar to discuss the future of private equity. Nicole shares her unique journey into the investment banking world, the evolution of Quazar, and key milestones that have shaped the company. They dive deep into exit strategies, market trends, and notable deals that highlight the importance of strong internal teams and client relationships. If you're interested in the intricacies of private equity and investment banking, this episode is a must-listen!Chapters:(00:00) Introduction(01:10) Nicole's Background(04:25) Quazar's Clientele and Services(08:45) Philosophy and Evolution of Quazar(14:30) Key Milestones of Quazar(24:00) Notable Deals and Transactions(36:15) Readiness for Sale(41:00) Conclusion