Jul 19, 2021
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...
May 25, 2021
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),...
Apr 26, 2021
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...
Mar 1, 2021
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...
Feb 1, 2021
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...