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.
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.