The M&A Mastermind Podcast

Afleveringen

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  Brazil is a Market to Know for M&A - Episode 144 21.07.2026 30min

  In this episode, Leo Toscano, Managing Director of Excelia and partner of Cornerstone International Alliance, shares insights on the Brazilian M&A market, cross-border opportunities, and key industries driving growth. Discover how Brazil's unique economic landscape offers lucrative prospects for international investors and advisors. Key Topics: Brazilian M&A market evolution Cross-border transaction advantages Hot industries: healthcare, education, agribusiness Impact of economic reforms on deals Opportunities for international investors Tax and labor complexities in Brazil Role of Cornerstone Alliance in Brazil Future trends in Brazilian M&A About the Show: The M&A Mastermind Podcast provides actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week: Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Resources: Excelia - M&A Advisory Firm Cornerstone International Alliance   Connect on LinkedIn: Nick Olsen Leonardo Toscano Cornerstone International Alliance Excelia Keywords: Brazil, M&A, cross-border transactions, investment opportunities, private equity, economic reform, mergers & acquisitions, sell side, buy side, valuation
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  Fixing the Leaky Sales Funnel - Episode 143 16.07.2026 38min

  In this episode, Jason Kramer of Cultivize shares insights on how to fix leaky sales funnels, implement effective follow-up processes, and leverage AI and CRM tools to nurture long-term relationships in M&A and sales. Key  Topics: Sales funnel leaks and how to fix them Importance of process and technology in sales Effective follow-up strategies and cadence Using AI for prospect research and outreach CRM best practices and common mistakes Long-term nurturing in long sales cycles Metrics to analyze for sales process improvement Building buy-in for new processes About the Show: The M&A Mastermind Podcast provides actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week: Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Resources: AfterTheLead.com CornerstoneIA.com Keywords: Mergers & acquisitions, M&A, sell side, buy side, valuation, sell my business, business sale, sales funnel, follow-up, CRM, process improvement, AI, lead nurturing, sales strategy
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  Risks That Can Sabotage Business Transfers - Episode 142 09.07.2026 38min

  In this episode, Laurie Barkman, a seasoned exit strategist and author, shares insights on business transition, exit planning, and building transferable value. She discusses common pitfalls, the importance of succession planning, and how business owners can prepare for a successful exit. Key Topics Business transition and exit planning Common pitfalls in business transfer Building transferable business value Succession planning and owner dependency Employee bench and leadership development Timing and communication during exit Choosing the right buyer and exit options Internal vs external transfer of business Tools and resources for exit planning About the Show: The M&A Mastermind Podcast provides actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week: Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Resources The Business Transition Handbook - https://lauriebarkman.me/book Succession Stories Podcast - https://podcasts.apple.com/us/podcast/succession-stories/id123456789 Business Transition Sherpa - https://btsherpa.com Laurie Barkman - LinkedIn - https://www.linkedin.com/in/lauriebarkman/ Keywords: Exit planning, business transition, succession, value creation, ownership transfer, business sale, exit strategy, business growth, leadership, entrepreneurship, mergers & acquisitions, M&A, sell side, buy side, valuation
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  Hidden Costs of Not Having a Succession Plan – Episode 141 02.07.2026 39min

  This episode features Renee Russo discussing exit planning, succession strategies, and the importance of early preparation for business owners. She emphasizes the need for a comprehensive team approach, addressing emotional and structural challenges, and leveraging AI for future success. Key  Topics: Exit planning importance Succession conversation barriers Business valuation and transferability Team and advisory collaboration Future of exit planning with AI About the Show: The M&A Mastermind Podcast provides actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week: Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Resources:   Exit Planning Institute - https://exitplanninginstitute.com ReadyToRiseBook.com - https://ReadyToRiseBook.com DriveValue.com - https://drivevalue.com Connect: LinkedIn - https://linkedin.com/in/reneerusso Keywords: Mergers & acquisitions (M&A), exit planning, succession, business owner, valuation, advisory, AI, business transition, preparation, team, wealth management, sell side, buy side, valuation
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  Succession by Design – Episode 140 25.06.2026 35min

  Jim Erben, a veteran succession and exit planning advisor, discusses the importance of strategic planning for business owners to ensure successful exits, minimize taxes, and secure their legacy. He emphasizes the need for intentionality, comprehensive valuation, and building a strong team to navigate the upcoming trillion-dollar business transition. Key Topics: The upcoming $13 trillion business transition The importance of strategic succession planning Building a dream team for exit readiness About the Show: The M&A Mastermind Podcast provides actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week: Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Resources: Success by Design book launch details Erben Associates Cornerstone International Alliance Keywords: Succession planning, exit strategy, business valuation, legacy, business exit, planning, wealth management, M&A, business owner, succession by design
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  Digital Resilience Explained – Episode 139 18.06.2026 33min

  Understanding cybersecurity risks is crucial for M&A transactions, especially in the lower middle market where these risks often go unchecked. This episode features Philippe Flichy, founder of Cykur, who shares his expertise on integrating cybersecurity into the valuation process and safeguarding enterprise value. Main Topics: The concept of business resilience and its importance in cybersecurity planning Common cybersecurity vulnerabilities overlooked in M&A due diligence Six pillars of cybersecurity assessment: governance, architecture, data protection, security operations, compliance, and legal How digital and cyber risks differ, and why digital risks are now tangible The impact of cyber breaches on company valuation, including real-world examples Due diligence practices: policies, procedures, and assessing third-party risks The role of AI in cybersecurity risks and best practices for protection Cyber insurance or cyber risk coverage: what to look for and questions to ask Post-transaction cyber integration strategies and the importance of incident response planning Key Highlights: Business resilience involves pre-attack preparations (like backups and incident response plans) and post-attack recovery strategies. Large breaches (e.g., Marriott's 500 million records breach) highlight the importance of cybersecurity for all company sizes. Cyber risks are increasingly tangible and can significantly impact enterprise value—up to 30% in some cases. Questions around policies, procedural revisions, and third-party risk assessments are critical for early cybersecurity evaluation. AI tools introduce new risks, such as unauthorized access and attacks, emphasizing the need for controlled and monitored usage. Effective cybersecurity due diligence can unlock an additional 30% of perceived value in M&A transactions. About the Show: The M&A Mastermind Podcast provides actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week: Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Connect with Philippe Flichy: LinkedIn Twitter Keywords: Cybersecurity, M&A Due Diligence, Digital Resilience, Cyber Risks, Business Valuation, Cyber Insurance, AI Security, Data Protection, Incident Response, Cyber Threats, Mergers & Acquisitions, Sell Side, Buy Side, Valuations, Sell my Business
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  Elevating Risk Management for Business Growth – Episode 138 11.06.2026 26min

  Discover how strategic insurance planning and proactive risk management can drive business value, secure operations, and enhance exit opportunities. Led by Brian Riemer, CEO of Riemer Insurance Group, this episode delves into transforming insurance from a transactional expense into a strategic tool for businesses. Main Topics: The evolution of insurance from transactional to strategic advisory How private equity deal analysis informs better risk management practices The importance of continuous insurance reviews aligned with business growth Private equity insights: due diligence and insurance considerations during deal transactions Creating operational resilience through risk assessments, cybersecurity, and disaster planning Industry shifts: data analytics, specialization, and the impact of consolidation among insurance agencies Practical steps for business owners to prepare for sale or exit with optimal risk management About the Show: The M&A Mastermind Podcast provides actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week: Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/  Connect with Brian Riemer: Riemer Insurance Group LinkedIn Keywords: Mergers & Acquisitions (M&A), insurance, investment banking, sell side, buy side, valuation, risk management
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  Unlocking AI Potential – Episode 137 04.06.2026 38min

  Explore how AI can transform leadership, strategy, and efficiency in business with Ivey Conefry, a trusted advisor with experience in the military and aerospace industries. Learn practical prompting techniques, the importance of CRIT methodology, and how to integrate AI into daily workflows for a competitive advantage. Key  Topics: Prompting best practices CRIT methodology (Context, Role, Interview, Task) AI integration in workflows Overcoming AI adoption resistance Using AI for M&A and deal analysis About the Show: The M&A Mastermind Podcast provides actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week: Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Resources: AI Leadership - https://aileadership.com/ LinkedIn - https://www.linkedin.com/in/ivey-mcclam-conefry/ Cornerstone International Alliance - https://cornerstoneia.com/ Keywords: AI leadership, prompting techniques, CRIT methodology, business efficiency, AI in M&A, AI strategies, Ivey Conefry, AI transformation, mergers & acquisitions, sell side, buy side, valuation, investment banking
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  The Hidden Challenges After a Business Exit – Episode 136 29.05.2026 39min

  In this episode, Jerome Myers, founder of Exit Excellence, dives deep into the often-overlooked psychological and emotional impacts of business exits. He emphasizes the importance of preparing business owners not just financially, but for a fulfilling post-exit life, tackling themes like identity loss, purpose, and mental health. Key Topics The "Founder’s Exit Paradox" — why the hardest part begins after the sale Common emotional pitfalls post-exit such as identity loss and purpose crisis How advisors can facilitate meaningful conversations about life after sale The significance of early planning for personal fulfillment and purpose Recognizing warning signs that a founder is not emotionally or physically ready to exit The impact of structuring deals, including earn-outs and transition periods, on post-exit well-being Jerome’s frameworks: Transaction Illusion and Exit to Fulfillment Strategies for advisors to hold space and support founders through emotional challenges The role of relationships, health, prosperity, and significance centers in post-exit satisfaction About the Show: The M&A Mastermind Podcast provides actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week: Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Resources & Links Your Next: A Guide to Finding Fulfillment Post Exit – Jerome Myers’ podcast on life after exit Exit Readiness Assessment Tool – Jerome’s tool to evaluate client preparedness Book: Exit to the Next by Jerome Myers – For deeper understanding of exit planning Jerome Myers - LinkedIn | Twitter Keywords Exit Planning, Post-Exit Life, Founder’s Exit Paradox, Transaction Illusion, Emotional Readiness, Earn-Outs, Transition Periods, Exit Readiness Assessment, Six Centers of Doubt, Business Owner Support, Personal Fulfillment, Advisor Strategies, Life Beyond Business, Mergers & Acquisitions (M&A)
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  How Structure Unlocks Hidden Business Value – Episode 135 21.05.2026 32min

  Unlock the secrets to sustainable business growth, overcoming stall zones, and preparing for exit strategies with real-world insights from Chris Burke. Whether you're scaling up or planning to sell, learn what structures create real value, how owner dependency impacts valuation, and practical steps to elevate your business. Main Topics Covered: The importance of system and structure over ideas for business growth Identifying and overcoming the "stall zone" from 10 to 30 million dollars How founder dependency reduces business value and strategies to minimize owner reliance Practical steps to transition from operator to owner, including team building and system implementation Critical aspects of preparing a business for sale, including legal, financial, and cultural considerations Using acquisition as a growth strategy when organic growth slows Best practices for owner exit planning and negotiations About the Show: The M&A Mastermind Podcast provides actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week: Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Resources & Links: theduvo.com Keywords: Mergers & acquisitions, M&A, sell side, buy side, valuation, exit planning, business exit, sell your business, deal structure, business owner, investment banking, due diligence
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  Achieving Outrageous Prices in M&A Deals – Episode 134 14.05.2026 36min

  Kevin Short, CEO of Clayton Capital Partners, shares his expertise on how to engineer better M&A outcomes by proactively preparing companies and understanding buyer psychology. Learn about the outrageous price process, the importance of competitive advantages, and how to call buyers' bluff to maximize deal value. Key Topics Outrageous price process and its four pillars How to identify and leverage competitive advantages Strategies for calling buyers' bluff and setting high price benchmarks The importance of research and understanding buyer psychology Case studies of successful high-multiple deals About the Show: The M&A Mastermind Podcast provides actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week: Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Resources Sell Your Business for an Outrageous Price Clayton Capital Partners com Keywords M&A, business valuation, outrageous price, competitive advantage, deal strategy, buyer psychology, middle market, Kevin Short, Clayton Capital Partners, mergers, acquisitions, Cornerstone International Alliance, sell side, buy side
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  An Acquisition in the Dealmaking Tech Space – Episode 133 07.05.2026 25min

  Nevin Raj, co-founder of Grata, discusses the transformative role of AI in M&A, recent acquisitions, and practical AI strategies for private market professionals. Insights include platform integrations, market intelligence, and the future of AI-driven workflows.  Nevin also dives into the partnership with Datasite and his viewpoint as the seller. Key Topics AI's impact on M&A workflows Platform integrations and acquisitions Market intelligence and deal activity insights Practical AI tools for private market professionals About the Show: The M&A Mastermind Podcast provides actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week: Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Resources  Grata Website - https://grata.com Datasite - https://www.datasite.com Blue Flame AI - https://blueflame.ai Cornerstone International Alliance - https://cornerstoneia.com/ Keywords AI, M&A, private markets, data platform, acquisitions, workflow automation, market intelligence, Grata, Datasite, Blue Flame AI, sell side, buy side, business sales, mergers & acquisitions
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  Mastering the Buy Side – Episode 132 30.04.2026 36min

  Explore the nuances of building a successful buy-side practice in M&A with Bobby Lewis, a seasoned expert with over 16 years of experience. Discover how to develop your market expertise, identify motivated sellers, and leverage buy-side activities to benefit your overall M&A strategy. In this episode: Key differences between sell-side and buy-side practices, emphasizing the importance of being a proactive hunter. Challenges in sourcing motivated sellers on the buy side and how to overcome them. The significance of industry knowledge and market research for buy-side success. Building a network of potential buyers through strategic relationship cultivation, particularly with private equity firms. How buy-side activity can inform and strengthen sell-side opportunities through market insights. Tips for solo advisors considering enter buy-side work, including the importance of commitment and team support. Tips for identifying the right buy-side clients, assessing motivations, and ensuring alignment. Examples of client types — private equity, family-owned, public companies — and factors influencing engagement strategies. Advice on industry focus and evaluating market fragmentation for strategic buy-side searching. About the Show: The M&A Mastermind Podcast is dedicated to providing actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week: Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Resources & Links: Bama Website  Cornerstone International Alliance LinkedIn Profile of Bobby Lewis Keywords: Private Equity, M&A, Deal Flow, Buy Side, Investment Banking, Market Trends, Exit Strategies, Middle Market, Mergers & Acquisitions, sell side, M&A Advisor
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  How Macroeconomics & Private Equity Deal Activity – Episode 131 23.04.2026 40min

  In this episode, Andy Jones, founder of Private Equity Info, shares insights on macroeconomic trends shaping private equity deal activity, the importance of data quality, and how AI can revolutionize M&A processes. Discover practical tools and strategies to accelerate deal flow and build trust in the industry. Main Topics: Impact of interest rates on private equity exit and acquisition activity Tools for faster M&A research and buyer identification The role of AI in streamlining deal processes and valuations Market trends and pipeline bulges in private equity Building trust and relationships in M&A transactions About the Show: The M&A Mastermind Podcast is dedicated to providing actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week: Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/   Resources: Private Equity Info - https://privateequityinfo.com TruSight - https://trusight.com Guest links: LinkedIn - https://linkedin.com/in/andyjones Keywords: Private Equity, M&A, Deal Flow, Macroeconomics, AI in Finance, Private Equity Data, Investment Banking Tools, Market Trends, Exit Strategies, Middle Market, Mergers & Acquisitions
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  Is Cold E-mail Marketing Still Relevant? – Episode 130 16.04.2026 40min

  In this episode, Nick Olsen chats with Manoo Wali about the current state and future of cold email outreach in deal-making, exploring how AI and changing inbox behaviors are reshaping B2B marketing strategies. They share actionable insights on crafting effective outreach, leveraging automation, and maintaining credibility in a noisy digital world. Main Topics: The evolution of cold email marketing in a stricter inbox environment Key mistakes firms make when doing outreach independently How AI tools can enhance outreach, automation, and analysis Best timing and channels for outreach success Building a comprehensive deal sourcing ecosystem Strategies for integrating social proof via LinkedIn and websites Recommendations for leveraging AI without losing human touch About the Show: The M&A Mastermind Podcast is dedicated to providing actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week: Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Resources & Links: Exxelerate Group Connect with Manoo Wali: LinkedIn Twitter Email: manoo@exxelerategroup.com Keywords: Mergers & acquisitions, investment banking, email marketing, lead generation, business sales, sell side, buy side, valuation, deal-making, M&A,
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  Owner-Led Scaling & The Importance of Total Enterprise Value – Episode 129 09.04.2026 36min

  In this episode, Casey Clark shares the story behind founding Cultivate Advisors, a venture that helps business owners accelerate value and transition toward owner-led scaling. Gain practical advice on reducing dependency, preparing for sale, and leveraging enterprise value for long-term success. Key Topics Covered: The concept of owner-led scaling and its importance in building transferable enterprise value How business owners can identify and decrease dependency to boost company value The role of enterprise value as the primary health metric of a business Strategies for preparing a company for sale, including value acceleration practices before engagement with investment bankers The proprietary Propel software: features and advantages for tracking enterprise value and operations Building a team of expert advisors with the right DNA to support diverse business needs The importance of early value development, even if owners aren't immediately considering an exit About the Show: The M&A Mastermind Podcast is dedicated to providing actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week: Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Resources & Links: Propel Your Business Software — Proprietary enterprise value tracking tool Cultivate Advisors — Casey Clark’s firm for value acceleration and owner-led scaling Connect with Casey Clark: LinkedIn Twitter Keywords: Entrepreneurship, Business Scaling, Enterprise Value, Owner Led Growth, Business Exit, Cultivate Advisors, M&A, Business Coaching, Business Sale, Investment Banking, Mergers & Acquisitions
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  Collaboration Amongst Business Coaches & M&A Advisors – Episode 128 02.04.2026 37min

  Looking to accelerate your business growth or prepare for a successful exit? In this episode, Jason Wells, CEO of Scaling Up Coaches, shares insights on the four key disciplines of scaling—strategy, people, execution, and cash—and how they can be leveraged to significantly increase business valuation. In This Episode: Overview of the Scaling Up methodology and its four core disciplines How to identify if your business is ready for sale and what gaps to address The importance of third-party valuations in strategic planning Role of experienced coaches with real-world business exit experience Synergies between Scaling Up and strategic partnership frameworks for maximizing business value Future trends in business transfer of wealth and how to prepare for upcoming market opportunities Resources & Links: Scaling Up Jason Wells on LinkedIn Scaling Up Coaches on LinkedIn This episode underscores the importance of a strategic, disciplined approach to scaling and preparing your business for sale, emphasizing early planning, valuation, and the value of experienced coaches to bridge gaps and accelerate growth. Tune in every week for more insights on building, scaling, and selling your business effectively. Keywords: Mergers & Acquisitions, M&A, scaling up, business coaches, business sale, strategy, valuations, growth, exit Tune in Every Week: Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/
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  The Importance of Connection & Collaboration in M&A – Episode 127 26.03.2026 49min

  Discover how industry leaders like Grant MacQuilkan leverage peer collaboration, practical AI applications, and strategic networking to elevate their firms' performance. This episode dives into the value of peer groups, real-world deal insights, and continuous learning to stay ahead in the competitive M&A landscape.  Hear directly from Grant on his recent experience at Cornerstone International Alliance’s annual conference. In this episode: The importance of collaborative peer groups in the M&A industry How conferences foster real-time learning, validation, and deal sharing Practical applications of AI in deal analysis and communications The impact of social activities in building trust and stronger relationships Insights from private equity panels and deal strategy sessions The value of sharing deal insights and real-world experiences How to create a culture of continuous improvement and learning Effective strategies to stay top of mind with potential clients and partners Resources & Links: ICCG - Integrated Corporate Consulting Group Cornerstone International Alliance Connect with Grant MacQuilkan: ICCG - LinkedIn ICCG - Website About the Show The M&A Mastermind Podcast is dedicated to providing actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week: Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Keywords: Mergers & acquisitions, M&A, investment banking, business sales, collaboration, Cornerstone International Alliance, private equity, family office, sell side, buy side, valuation, due diligence, AI, differentiation
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  UK Corporate Finance & M&A Trends – Episode 126 19.03.2026 34min

  Discover insights into the UK M&A landscape, deal flow trends, cross-border opportunities, and the evolving role of exit planning from Kirsty McGregor, founder of the Corporate Finance Network. This episode offers actionable knowledge for professionals navigating UK and European deal environments. In This Episode: Overview of the UK corporate finance market and how it differs from the US, including deal sizes and sector dynamics The influence of accountancy firms on UK M&A activity and how they serve as a key deal origination source Current trends in UK middle-market deal volume, valuation, and buyer appetite, including private equity and entrepreneurs Challenges and opportunities in cross-border transactions, with focus on Europe, Scandinavia, and US links The role and state of exit planning in the UK — misconceptions, opportunities, and the need for structured pre-sale strategies How technological advancements, particularly AI, are reshaping deal efficiency, valuation, and collaboration Collaborative culture within the corporate finance network and case examples of successful joint transactions Talent development in UK corporate finance, emphasizing the impact of AI on training and skill-building Advice for US firms interested in UK deals and what nuances to consider The future outlook: sectors poised for consolidation, the importance of human relationships amidst tech growth, and the importance of proactive exit readiness Connect with Kirsty McGregor: CFN Opportunities LinkedIn Email Additional Notes: This episode underscores the importance of strategic planning, technological adoption, and relationship building in navigating UK M&A. Whether you're a UK practitioner, a US investor, or an intermediary, the insights into market trends and future opportunities are invaluable. Keywords: Mergers & acquisitions, M&A, corporate finance, UK, United States, Business sales, Sell side, Buy side, valuation, About the Show The M&A Mastermind Podcast is dedicated to providing actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/
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  M&A Trends in Healthcare & Life Sciences – Episode 125 12.03.2026 38min

  Join us in this insightful episode with David Crean, Managing Partner at Cardiff Advisory, as he shares over 30 years of deep expertise in healthcare and life sciences M&A. We explore industry dynamics, key success factors for companies, cross-border deal nuances, and the future of biotech innovation—valuable insights for investors, executives, and entrepreneurs alike. KeyTopics Defining and classifying the healthcare and life sciences industries, including pharma, biotech, med tech, and CR&Os The post-COVID industry reacceleration and current deal environment heading into 2026 Major drivers of M&A activity: patent cliffs, external R&D needs, and strategic partnerships Criteria that differentiate successful life science companies in attracting buyers and investors Common mistakes and blind spots in exit planning for founders and CEOs The impact of innovation and digital health on deal structures and valuations Nuances of cross-border transactions: cultural, diligence, and relationship considerations Critical due diligence areas: clinical data integrity, CMC, regulatory pathways, and organizational culture Timing signals for M&A: market conditions, de-risking assets, and portfolio health Building industry credibility through scientific literacy, long-term relationships, and domain expertise Scaling boutique advisory firms to reduce concentration risk and expand deal flow About the Show The M&A Mastermind Podcast is dedicated to providing actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Keywords Mergers & Acquisitions (M&A), healthcare, life sciences, CEO, business sales, buy side, sell side, business owner, lower middle market, investment banking, due diligence