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Middle Market Mergers and Acquisitions by Colonnade Advisors

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...


Jan 14, 2021

This is a special episode discussing how to build successful business relationships. In this episode, Gina Cocking, is joined by featured guest Willard Bunn, a managing director at Colonnade Advisors. Willard has previously served as chairman, chief executive, and director of several commercial banks. He has...


Dec 2, 2020

In this episode, Gina Cocking and Jeff Guylay focus on valuation - determining what your company is worth.

Key takeaways from this episode are:

  • The right valuation methodology depends on the industry and the company
  • Valuation should not be overly focused on the multiple. It also depends on what you to apply the...


Nov 16, 2020

In this episode, Gina Cocking and Jeff Guylay continue their discussion on deal structuring.
Today, the focus is on roll-ups. Key takeaways from this episode are:
• Highly fragmented industries are ripe for roll-ups
• A roll-up is an attractive exit alternative for companies that are subscale or have an incomplete...