Middle Market Mergers and Acquisitions by Colonnade Advisors

Get the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at owners of middle market companies in the financial services and business services sectors. Middle market companies are generally valued between $20 million and $500 million.

Middle Market Mergers and Acquisitions by Colonnade Advisors is a business podcast hosted by Gina Cocking and Jeff Guylay, with 30 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Gina Cocking and Jeff Guylay hosts Middle Market Mergers and Acquisitions by Colonnade Advisors, a business show with 30 episodes published.

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  Episode #30

  MM M&A - 030: Why Hire an Advisor

  Apr 15, 202526 minS1

  <p></p> <p>In this episode, host Jeff Guylay is joined by guest Mark Achler, co-author of Exit Right, to explore the critical decision of whether—and when—to hire advisors during the M&A process. Drawing on lessons from the book and real-world experience, Jeff and Mark outline how CEOs can maximize value by assembling the right team of experts, while still retaining control over strategy, relationships, and execution. From bankers and attorneys to financial planners and tax professionals, this episode offers actionable insights on selecting advisors who align with your values and contribute meaningfully to successful outcomes.</p> <p> <...

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  Episode #29

  Questions Sellers Should Ask Potential Buyers

  Feb 20, 202529 minS1

  <p > In this episode, we discuss the key questions sellers should ask potential buyers when considering a sale. Understanding a buyer's strategic goals, cultural alignment, and team integration plans is crucial for ensuring a smooth transaction and long-term success. Hosts Gina and Jeff dive deep into the due diligence process and provide sellers with a roadmap to evaluate fit beyond just price and terms.</p> <p > What You’ll Learn in This Episode:</p> How to assess potential buyers during management meetings The three critical categories of questions sellers must ask: Strategy: What are the buyer’s long-term goals? Team & Inte...

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  Episode #28

  Strategic Exit Planning for Equipment Leasing and Finance Companies

  Oct 10, 202230 minS1

  <p>In this episode, we discuss strategic steps for Equipment Leasing and Finance companies as they grow and evolve. The leadership of some of these businesses may decide to remain a certain size and complexity and be “ lifestyle businesses”, providing healthy cash flow to the owner(s) while they continue to run the business.</p> <p>However, other options exist, and exiting the business for a favorable multiple to a bank or other buyer can be an excellent strategy, the dream plan for many entrepreneurs. </p> <p>In this interview, we interview Bob Rinaldi and discuss the potential to grow and l...

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  Episode #27

  Start Early & Exit Right with Mark Achler and Mert Iseri

  Jun 1, 202241 minS1

  <p>Before you sell your company, even the odds.</p> <p>This episode features guests Mark Achler and Mert Iseri, authors of the recent book, Exit Right: How to Sell Your Startup, Maximize Your Return and Build Your Legacy.</p> <p>Exit Right demystifies how to conclude the startup journey, a perfect complement to our podcast, which focuses more on the exits of larger middle-market companies. As Brad Feld states in the Foreword, “Mert and Mark set the roadmap for how entrepreneurs and business owners can proactively manage the process of getting to a successful exit along the way”.</p> <p>As...

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  Episode #26

  Industry spotlight – F&I Agencies & Payment Plans

  May 2, 202235 minS1

  This episode continues with our “industry spotlight series” where we focus on specific trends and opportunities in middle-market M&A transactions. Our previous episodes have covered four industries in which Colonnade has played a significant role as an M&A advisor to both buy-side and sell-side clients. We add F&I Agencies & Payment Plan Providers as industries where we deeply know the dynamics and players so as to provide exceptional service to clients who hire us to assist them in a transaction. <p>Colonnade has studied the F&I Agencies and Payment Plan Provider markets for the last 20+ years. We have...

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