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Middle Market Mergers and Acquisitions by Colonnade Advisors

Aug 10, 2021

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,...


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...