show episodes
 
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 of middle market companies in the financial services and business services sectors. Middle market companies are generally valued between $20 million and $500 million.
 
Yann ilunga sits down with some of the world’s top entrepreneurs, online marketing experts and best-selling authors to talk about their success and struggles, the “tools of the trade” and to give actionable tips to business-builder, small business owners and those who are in the process of building an online business. Every episode of the 360 Entrepreneur Podcast features A-listers like Michael Port, Pat Flynn,, Jay Baer, Kim Garst, John Lee Dumas, Jeff Goins, Bryan Kramer, Nick Unsworth and ...
 
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show series
 
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 insurance ("F&I") products industry, estimated at $80+ billion in size at the retail level. Specifically, this episode is all about vehic…
 
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 industry ($35 billion) that Colonnade has dominated in the role of advisor to both buy-side and sell-side clients. This industry focus has …
 
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 about phase one (pre-marketing), episode 002 for more information about phase two (go to market), and episode 0016 for more informa…
 
In previous episodes, Colonnade Advisors has outlined our unique 16-week sales process timeline in four phases: pre-marketing, go to market, management presentations/buyer due diligence, and exclusivity/documentation. Today’s episode focuses on phase three: management presentations/ buyer due diligence. We invite you to listen to episode 001 for mo…
 
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 insights from helping his clients understand the nuances of how best to manage their wealth. Jeff and Raj discuss the importance o…
 
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 and Jeff talk about each approach's pros and cons and why Colonnade advises clients on selecting one versus the other, recognizing th…
 
This is a special episode discussing how to build successful business relationships. In this episode, Gina Cocking, is joined by featured guest Willard Bunn, a managing director at Colonnade Advisors. Willard has previously served as chairman, chief executive, and director of several commercial banks. He has held numerous board positions and has ex…
 
In this episode, Gina Cocking and Jeff Guylay focus on valuation - determining what your company is worth. Key takeaways from this episode are: The right valuation methodology depends on the industry and the company Valuation should not be overly focused on the multiple. It also depends on what you to apply the multiple to Market price discovery th…
 
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 episode are: • Highly fragmented industries are ripe for roll-ups • A roll-up is an attractive exit alternative for companies that are subscale or have an incomplete management organization • Transpar…
 
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 the pricing of R&W insurance? · What is the process to obtain R&W insurance? Key takeaways from this episode: · R&W insurance is a tried a…
 
In this episode, Gina Cocking and Jeff Guylay continue their discussion on deal structuring. Today, we explore rollover equity, a form of contingent consideration in which the seller takes a portion of its proceeds as equity ownership of the new or acquiring company. In this episode, we cover: Why is rollover equity important? How often is it used?…
 
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 upside/reward based on the future performance of the business. Other episodes in our series about deal structure include price and ter…
 
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 of a deal structure, including deal form, transaction consideration, contingent consideration, the importance of the employee issues and…
 
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 process that began with 003 on the business aspects of the due diligence process. EP003: Business aspects of due diligence EP004: Legal a…
 
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 process that began with 003 on the business aspects of the due diligence process. EP003: Business aspects of due diligence: https://colad…
 
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, Will Turner, a partner at Steptoe & Johnson, to discuss lessons learned and pitfalls that sellers can avoid as they think about gettin…
 
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 episodes 004 through 006 about Due Diligence. In addition to business due diligence, we'll cover financial, legal, and technology-related as…
 
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 be neatly categorized into four phases, taking place roughly over a period of 16 weeks. The four phases are:1) Pre-Marketing2) Go to Ma…
 
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-Marketing2) Go to Market3) Management Presentations / Buyer Due Diligence, and4) Exclusivity / Documentation. In this inaugural episode of the Middle Market Mergers & Acquisitions podcast, Gina C…
 
Podrover founder Cesare Rocchi shares his best advice on how you can own your space as a podcaster – from the RSS feed and your site to iTunes reviews Show notes: Yannilunga.com/episode229By Yann ilunga: Web Entrepreneur, Podcasting Consultant and Podcast Host
 
Why should entrepreneurs and businesses focus on content and what can it do for them? 'Ask a Concierge' host Sarah Dandashy discusses how to stand out in a niche through great content. Downloadable resources & show notes: www.yannilunga.com/episode228By Yann ilunga: Web Entrepreneur, Podcasting Consultant and Podcast Host
 
What are the components of a successful self-publishing strategy? Award-winning author, podcaster and speaker Kathryn Kemp Guylay shares her advice for self-published authors. Downloadable resources & show notes: www.yannilunga.com/episode227By Yann ilunga: Web Entrepreneur, Podcasting Consultant and Podcast Host
 
Meet ups, workshops and in-person events can be a game-changer for businesses – even online ones. Why? 'The Meetup Queen' Francesca Moi discusses why businesses should leverage events and how to actually get started with them. Show notes & downloadable resources: www.yannilunga.com/episode226By Yann ilunga: Web Entrepreneur, Podcasting Consultant and Podcast Host
 
These days, it seems like every business should leverage automation...but is that really the case or is automation a risk for entrepreneurs? Automation expert David Krevitt stops by the show to shares his thoughts and advice on using automation. Show notes and downloadable resources: www.yannilunga.com/episode225…
 
Most business owners wish to get press coverage and be featured in their industry's top publications...but how can you strategically get press coverage and leverage it as an asset for your business? Soulful PR's Janet Murray shares her tips. Show notes & downloadable resources: www.yannilunga.com/episode224…
 
What can you do to optimize your podcast for the #1 podcasting platform, iTunes? Kyle Martin, the creator of PodHero, joins us to share his iTunes SEO and podcast optimization strategies. Show notes & downloadable resources: www.yannilunga.com/episode223By Yann ilunga: Web Entrepreneur, Podcasting Consultant and Podcast Host
 
Feel like your email marketing isn't generating results? Top internet marketer Terry Dean discusses how business owners can increase engagement and sell more – even with a small email list! Show notes & downloadable resources: www.yannilunga.com/episode222By Yann ilunga: Web Entrepreneur, Podcasting Consultant and Podcast Host
 
If you are ignoring LinkedIn you're missing out on business opportunities! Today's expert LinkedIn expert Sarah Santacroce explains why and shares advice to generate leads and land clients with the social media platform. Show notes & downloadable resources: www.yannilunga.com/episode221By Yann ilunga: Web Entrepreneur, Podcasting Consultant and Podcast Host
 
How can you leverage Pinterest to get traffic, leads and clients? Pinterest marketing expert Summer Tannhauser stops by the show to tell you how to do exactly that! Show notes & downloadable resources: www.yannilunga.com/episode220By Yann ilunga: Web Entrepreneur, Podcasting Consultant and Podcast Host
 
Online courses can be a powerful asset for your online business...but how can you make sure that you create one that makes a difference? ZenCourse founder and online courses expert Janelle Allen shares her insight on planning, content creation and sales. Show notes & downloadable resources: www.yannilunga.com/episode219…
 
How can business owners successfully leverage the 80/20 principle for marketing and increase sales? Internet marketing legend Perry Marshall shares his 80/20 and discusses how most businesses get their Unique Selling Proposition wrong. Show notes page & downloadable resources: www.yannilunga.com/episode218…
 
How can you leverage the power of the 2nd largest search engine and #1 video platform? TubeBuddy's Andrew Kan stop by the show to share his YouTube SEO and video optimization hacks. Show notes & downloadable resources: www.yannilunga.com/episode217By Yann ilunga: Web Entrepreneur, Podcasting Consultant and Podcast Host
 
We Are Podcast founder and Amplify author Ronsley Vaz discusses A.M.P.L.I.F.Y., framework podcasters can follow to intensify the reach of their content. Get exclusive resources and check out the show notes page: www.yannilunga.com/episode214
 
The Podcast Planner creator Addy Saucedo discusses how to plan your podcast content and shares storytelling tips from the hosts of Criminal, Serial and StartUp. Check out exclusive downloadable resources and the show notes page: www.yannilunga.com/episode213
 
Acuity Scheduling founder Gavin Zuchlinski shares his advice for efficient scheduling and setting up automations for businesses. Get a 45-day free trial for Acuity Scheduling and check out the show notes page: www.yannilunga.com/episode211
 
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