Investor roadshows are one of the most intense phases of a sale process. If your company is attracting interest from private equity firms or strategic buyers, you may find yourself presenting the business repeatedly—sometimes dozens …
In a perfect world, you’d go to market when your revenue’s surging, your metrics are clean, and your buyer interest is peaking. But reality often throws curveballs — market conditions shift, a product launch runs …
You wouldn’t go to war without a strategy room.Why would you enter the high-stakes world of mergers and acquisitions without one? When a buyer shows interest — or when you decide to pursue an exit …
A lot of founders wait until they get a term sheet to bring in an M&A advisor. By then?It’s too late to shape the outcome. If you want to maximize valuation, control the narrative, and …
Introduction Not every acquisition starts with a banker and a formal offer.Some of the most lucrative deals begin with a handshake, a pilot program, or a strategic integration that seems, at first, purely collaborative. I’ve …
If you’re a founder thinking about selling your business, economic uncertainty can feel like the worst possible time to do it. Volatile markets. Inflation spikes. Interest rate swings. Geopolitical instability. It’s enough to make any …
Introduction When is the right time to hire an M&A advisor? Ask ten founders and you’ll get ten different answers — usually based on hindsight. Some bring in help too late, when deal terms are …
Introduction When most founders hear “exit,” they think of walking away. But not every deal has to be a full departure. Sometimes, the best move is a partial exit — where you sell a stake …
Introduction One of the most overlooked drivers of M&A success is go-to-market (GTM) flexibility. When I built and exited Pepperjam, we didn’t lock ourselves into a single rigid growth model. We were constantly iterating on …
Introduction A well-timed exit can be a masterpiece of strategy. But what happens when one of your key executives — the CFO, COO, or even a co-founder — is planning to retire right around the …