10 Sep The Renaissance of Value-Added Reselling: Navigating the Evolving Landscape of IT Services M&A
Mike Harvath and Ryan Barnett discuss the evolution and resurgence of reselling in the IT services industry....
Archive
05 Sep What to Expect the Last Week before Close
Mike Harvath, Matt Lockhart, and Ryan Barnett discuss the final week before closing an M&A deal in the tech-enabled services industry. They dive into the importance of completing schedules, working capital calculations, and obtaining consents early to avoid last-minute issues. Examples of schedules include contracts,...
27 Aug Utilizing Marketplaces for M&A Deals
Matt Lockhart and Ryan Barnett discuss the evolving landscape of third-party marketplaces for M&A transactions in the tech-enabled services sector. They highlight the increasing interest in these marketplaces, driven by the growing recognition of the value in tech services firms. They note that while marketplaces...
21 Aug Buying a Business is not like Buying a Car
Mike Harvath, Matt Lockhart, and Ryan Barnett dive into how M&A transactions are not commodity deals but long-term partnerships requiring strategic alignment. In this episode, they discuss the importance of understanding the seller's journey, cultural fit, and strategic alignment. Some buyers often rush into deals,...
14 Aug Utilizing M&A for Partner Buyouts
Working with someone can be tough, and sometimes theres a point where you and your partner part ways - can you use M&A as the way do to that? Tune in as we talk about how a merger or an acquisition can be a method...
07 Aug Multiples in M&A Deals: More than a Simple Number
In M&A deals, multiples play a crucial role in determining enterprise value. Matt Lockhart, Ryan Barnett, and Mike Harvath discuss the importance of valuation and adjustments in M&A transactions, the various factors that influence the determination of enterprise value, including synergies, equity, strategic fit, and...
31 Jul Introduction to Banking Partners in M&A
Episode 187: Introduction to Banking Partners in M&A Questions we dive into in this episode all about building relationships with a banking partner for M&A deals: What role do banking partners play in M&A deals within the IT services sector? What key criteria should companies consider...
23 Jul Dealing with Customer Concentration when Selling your Business
Mike Harvath and Ryan Barnett discussed the risks & benefits associated with high customer concentration in tech-enabled services and founder-led businesses during M&A transactions. They highlight the importance of structuring deals to mitigate these risks through earn-outs, gain shares, or collared note seller financing. The...
09 Jul How Large of a Company Can you Buy?
Mike, Matt, and Ryan from Revenue Rocket discuss the importance of organic growth and financial maturity for firms before considering mergers and acquisitions (M&A), emphasizing that companies should have at least $1 million in EBITDA and be operating in the top quartile before pursuing M&A....
27 Jun How Cultural Fit Drives Successful M&A
Chelsey, Ryan, and Mike from Revenue Rocket discussed the importance of cultural fit in M&A deals and how it can impact post-merger success. They discuss the need for proactive planning and assessment of cultural alignment early on in the process, and the different dimensions of...