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  • Services
    • Buyside Advisory
    • Sellside Advisory
    • Capital Raising
  • Team
  • Transactions
  • Insights
    • Quarterly Updates
    • Industry Reports
    • Recent Updates
  • Podcast
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    • Financial Services
  • Contact

Middle Market Mergers & Acquisitions
Podcast Episodes

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.

Gina Cocking and Jeff Guylay are managing directors at Colonnade Advisors, a middle market investment bank that has completed over $9 billion in mergers and acquisitions in the business services and financial services sectors. Colonnade delivers a combination of bulge bracket experience with boutique responsiveness, creativity, and commitment.

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Episode List:

030: Why Hire an Advisor
029: Questions Sellers Should Ask Potential Buyers
028: Strategic Exit Planning for Equipment Leasing and Finance Companies
027: Start Early & Exit Right with Mark Achler and Mert Iseri
026: Industry Spotlight – F&I Agencies & Payment Plan Providers
025: Data rooms – Get your Ducks in a Row
024: Minority Stakes – Read the Fine Print
023: The Market is Hot – Is it Time to Sell?
022: Industry Spotlight – Home Warranty
021: Industry Spotlight – Automotive Reconditioning
020: Indications of Interest and Letter of Intent – Narrowing the Field
019: Industry Spotlight – Vehicle Service Contract Administrators
018: Industry Spotlight – Insurance Premium Finance
017: Pick Your Partner – The Exclusivity Phase
016: Management Meetings – Seller and Buyer’s First Date
015: Planning for Wealth – How to Prepare for Wealth and Preserve Your Family Legacy
014: Auction Processes – Get the Highest Price
013: Mastering the Art of Building Business Relationships
012: What is my company worth?
011: Empire Building Through a Roll-Up Strategy
010: Escaping escrow – Reps & Warranty Insurance
009: Second Bite at the Apple – Aligning Interests through Rollover Equity
008: Earn outs – Sharing the Risk and Reward
007: Striking a Deal – Price & Terms
006: Due Diligence – How Scalable and Secure are Your Systems?
005: Due Diligence – It’s All About Your Numbers
004: Due Diligence – Deep Clean and Hygiene
003: Due Diligence – Uncovering the Skeletons in Your Closet
002: In the Market – The Next Three Phases of Selling Your Company
001: Pre-Marketing – The First of the Four Phases of Selling Your Company

RSS RSS Feed:

  • MM M&A - 030: Why Hire an Advisor
  • MM M&A - 029: Questions Sellers Should Ask Potential Buyers
  • MM M&A - 028: Strategic Exit Planning for Equipment Leasing and Finance Companies
  • MM M&A 027: Start Early & Exit Right with Mark Achler and Mert Iseri
  • MM M&A 026: Industry spotlight – F&I Agencies & Payment Plans
  • MM M&A 025: Datarooms - Get your Ducks in a Row
  • MM M&A 024: Minority Stakes – Read the Fine Print
  • MM M&A 023: The Market is Hot - Is it Time to Sell?
  • MM M&A 022: Industry Spotlight – Home Warranty
  • MM M&A 021: Industry Spotlight – Automotive Reconditioning
  • MM M&A 020 - Indications of Interest and Letters of Intent: Narrowing the Field
  • MM M&A 019 - Industry Spotlight: Vehicle Service Contract Administrators
  • MM M&A 018 - Industry Spotlight: Insurance Premium Finance
  • MM M&A 017 - Pick Your Partner - The Exclusivity Phase
  • MM M&A 016 - Management Meetings

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