M&A Launchpad
Gain insights on acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, The M&A Launchpad Podcast equips you with the knowledge and guidance to navigate the world of mergers and acquisitions. Watch on YouTube: https://www.youtube.com/@MALaunchpad Apply to be a guest: https://forms.gle/pqNb8xrzyFzVYxzq6 Join The M&A Launchpad Conference- https://www.malaunchpad.com/
Episodes
2 days ago
2 days ago
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Mathias Smith, founder of Pioneer Capital Advisory and a seasoned expert in SBA financing. Mathias shares his entrepreneurial journey, from launching his own firm to helping countless buyers navigate the often-complex SBA process. He opens up about the real challenges of growing a new business, the power of social media for client acquisition, and why being proactive and well-informed is key when seeking financing for business acquisitions.
Whether you’re a first-time buyer or an experienced entrepreneur, Mathias offers practical insights into what it really takes to secure SBA funding and grow a business from the ground up.
In this podcast episode, we discuss:• Mathias’s background in SBA lending and why he started Pioneer Capital Advisory• How social media (especially Twitter) has helped grow his client base• Key steps for navigating the SBA process with confidence• Why a solid business plan and clear financials are essential• Using HELOCs creatively for business acquisitions• The value of having expert guidance through the SBA journey• Real-world challenges of scaling a new business and building a team• Staying adaptable and resilient through entrepreneurship
Connect with Mathias:Twitter: @SBA_MatthiasWebsite: https://www.pioneercapitaladvisory.com
Additional Resources:🎧 Watch more interviews and episodes on YouTube: /@malaunchpad💻 Learn more about Equity Launchpad: https://equity-launchpad.com🎟️ Get $150 off the M&A Launchpad Conference with code LAUNCH at: https://malaunchpad.com📬 Have a question or want to work with us? Reach out to Casey and Ben: info@equity-launchpad.com
About The M&A Launchpad:
The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions.
The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community.
Connect with M&A Launchpad:
🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
Thursday Jul 03, 2025
Navigating Business Transactions with John Martinka
Thursday Jul 03, 2025
Thursday Jul 03, 2025
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with John Martinka, a seasoned intermediary and advisor with nearly 30 years of experience in business transactions. John shares candid insights into how buyer and seller dynamics have evolved, the critical role of financial preparedness, and why experience is key to successful deals.
The conversation highlights the importance of knowing your numbers, preparing a business for sale well in advance, and making incremental improvements that build real value — whether you’re buying for the long term or planning a strategic exit.
For anyone thinking about buying, selling, or growing a business, this episode is packed with hard-earned wisdom and actionable advice.
In this podcast episode, we discuss:
The Role of Intermediaries in Business Transactions
How Buyer and Seller Dynamics Have Changed Over the Years
Why Financial Preparedness is Essential for Both Buyers and Sellers
Navigating Buyer Sophistication — and Unsophistication
Buy and Hold vs. Quick Flip Strategies
How Sellers Can Prepare Their Business for a Successful Exit
Why Experience is King in Business Transactions
Connect with John:
Website: https://www.martinkaconsulting.com/
YouTube: https://www.youtube.com/@JohnAMartinka
Podcast: Getting the Deal Done https://podcasts.apple.com/us/podcast/martinka-consultings-getting-the-deal-done-podcast/id1550396853
Mention this podcast and John will send you a copy of one of his books: Buying a Business That Makes You Rich, Growth by Acquisition, or Exit with Style, Grace & More Money
Additional Resources: Watch more interviews and episodes on YouTube: https://www.youtube.com/@malaunchpad Learn more about Equity Launchpad: https://equity-launchpad.com Get $150 off the M&A Launchpad Conference with code LAUNCH at: https://malaunchpad.com Have a question or want to work with us? Reach out to Casey and Ben: info@equity-launchpad.com
About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions.The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community.Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
Thursday Jun 26, 2025
Empowering Women in M&A with Beki Darlin
Thursday Jun 26, 2025
Thursday Jun 26, 2025
In this powerful episode of the M&A Launchpad Podcast, hosts Casey Minshew and Ben Suttles sit down with Beki Darlin, President of WAEE and a trailblazer in the world of business acquisition and consulting for equity. Beki shares her inspiring journey in the M&A space and explains how she’s helping reshape what entrepreneurship and equity ownership look like for women.
From creative deal structuring to overcoming gender bias, Beki offers actionable insights on the unique challenges—and opportunities—facing women in business. This episode is a must-listen for those looking to grow their business, invest smartly, and foster a stronger community of female founders and professionals in the M&A world.
In this podcast episode, we discuss:
Consulting for equity: What it is and how it works
Navigating gender bias in business transactions
Building a supportive network in M&A
Opportunities for innovation in architecture and design
Why community is key for women entrepreneurs
Leveraging AI for business education and growth
You can connect with Beki via LinkedIn: https://www.linkedin.com/in/beki-darlin/
Additional Resources: Watch more interviews and episodes on YouTube: https://www.youtube.com/@malaunchpad Explore the M&A Launchpad platform: https://equity-launchpad.com Get $150 off the M&A Launchpad Conference with code LAUNCH at: https://malaunchpad.com Have a question or want to work with us? Reach out to Casey and Ben: info@equity-launchpad.com
About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
Thursday Jun 19, 2025
Thursday Jun 19, 2025
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with entrepreneur, CPA, and attorney Sam Rosati to explore his journey from the corporate world into business ownership. Sam shares how he transitioned into acquiring small businesses, what he's learned along the way, and why he believes taking bold action is more valuable than waiting for perfect information.
The conversation covers everything from running a dumpster rental company during COVID to launching the SMB Bootcamp, a program designed to teach others how to buy and operate small businesses. Sam also breaks down how the independent sponsor model works, the role of cash flow in acquisition decisions, and how personal relationships often drive the best deals.
Whether you're just exploring entrepreneurship or actively acquiring businesses, this episode offers clear and actionable insights from someone who's done it all.
In this podcast episode, we discuss:
Sam Rosati’s transition from CPA and lawyer to business owner
The bold mindset shift required to jump into entrepreneurship
Lessons from acquiring and operating businesses during COVID
How cash flow drives smart acquisitions
The independent sponsor model and why it works
Why personal relationships matter more than perfect spreadsheets
How the SMB Bootcamp empowers others to follow Sam’s path
The emotional side of entrepreneurship—family, fulfillment, and impact
Connect with Sam Rosati:
LinkedIn: https://www.linkedin.com/in/samrosati/
SMBootcamp: https://www.smbootcamp.co/
Additional Resources
Work with a Trusted Quality of Earnings and Financial Diligence Partner who focuses solely on Business Acquisitions: Schedule a discovery call with Patrick of O'Connell Advisory Group—Your Dynamic Quality of Earnings Partner. https://oconnelladvisorygroup.com/
YouTube Video Archive – Explore past interviews and episodes: https://www.youtube.com/@MALaunchpad
Connect with the Hosts – Reach out to Casey Minshew and Feras Moussa: info@equity-launchpad.com
Partner with Equity Launchpad – Learn how to invest, acquire, scale, or exit: https://www.equity-launchpad.com
Attend the M&A Launchpad Conference – Join us for a premier event tailored to entrepreneurs, investors, and dealmakers in the lower-middle market. Make meaningful connections, learn from top speakers, and accelerate your next acquisition. Use code LAUNCH for $150 off your ticket. Reserve your seat here: https://www.malaunchpad.com
About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
Thursday Jun 12, 2025
How One Acquisition Turned Into a 7-Figure Exit with Chris Edwards
Thursday Jun 12, 2025
Thursday Jun 12, 2025
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome guest Chris Edwards, founder of Sanitas Equity and a seasoned acquisition entrepreneur. Chris walks us through the candid story of buying, scaling, and exiting a retail flooring business in Steamboat Springs, Colorado—growing revenue by 50% and doubling profits before securing a 24x return on invested capital.
The conversation dives into what it truly looks like to acquire and operate a traditional small business with SBA financing, the people challenges that come with change, and how systematization using tools like Notion helped turn chaos into a streamlined operation.
This episode offers real-world takeaways on what works—and what doesn’t—when stepping into the operator’s seat for the first time.
In this podcast episode, we discuss:
Buying vs. Building a Small Business
Using SBA Loans to Fund Acquisitions
Operational Turnarounds and System Building
Key Employee Challenges and Cultural Fit
Knowing When to Exit a Business
You can connect with Chris here: LinkedIn: https://www.linkedin.com/in/chris-edwards-44664052/ Twitter: https://twitter.com/toph_edwards Email: chris@sanitasequity.com Website: https://www.sanitasequity.com/
Additional Resources:
Work with a Trusted Quality of Earnings and Financial Diligence Partner who focuses solely on Business Acquisitions: Schedule a discovery call with Patrick of O'Connell Advisory Group—Your Dynamic Quality of Earnings Partner. https://oconnelladvisorygroup.com/
Access our archive of video interviews on YouTube: https://www.youtube.com/@MALaunchpad Get in touch with show hosts Casey Minshew and Feras Moussa at: info@equity-launchpad.com Looking to invest in M&A opportunities or partner with an advisor to acquire, scale, or sell your business? Visit: https://www.equity-launchpad.com/
About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
Thursday Jun 05, 2025
How to Structure Smart M&A Deals in 2025 - Expert Legal Tips from John Koeppel
Thursday Jun 05, 2025
Thursday Jun 05, 2025
In this episode of the M&A Launchpad Podcast, host Feras Moussa sits down with seasoned M&A attorney John Koeppel, Partner at Lippes Mathias, to dive deep into the world of deal-making in the lower middle market. With decades of experience advising on both buy-side and sell-side transactions, John brings a firehose of insight for anyone interested in acquiring or selling a business in today’s market.
John shares what’s trending in 2025, the return of regional banks to the lending scene, and how buyers are getting creative with structuring deals amid changing interest rates. From real-world multiple comps to reps and warranties, and the nuances of independent sponsor strategies—this is a must-listen for aspiring dealmakers and active acquirers alike.
In this podcast episode, we discuss:
· What’s happening in the lower middle market right now
· How deal structures have evolved with rising interest rates
· Market multiples by deal size and industry
· Why recurring revenue drives valuation
· Reps & warranties: what they are and how to mitigate risk
· Mistakes buyers make—and how to avoid them
· The rise of the independent sponsor model
· How to bring value with the right operating partner
· Creative deal structuring and alignment with sellers
Connect with John Koeppel:
Email: jkoeppel@lippes.com Website: https://www.lippes.com/ LinkedIn: linkedin.com/in/john-koeppel-98b3a833
Additional Resources:
Work with a Trusted Quality of Earnings and Financial Diligence Partner who focuses solely on Business Acquisitions: Schedule a discovery call with Patrick of O'Connell Advisory Group—Your Dynamic Quality of Earnings Partner. https://oconnelladvisorygroup.com/
Access our archive of video interviews on YouTube
Get in touch with show hosts Feras Moussa and Casey Minshew: info@equitylaunchpad.com
Looking to invest in M&A opportunities or partner with an advisor to acquire, scale, or sell your business? Visit Equity Launchpad
About The M&A Launchpad:
The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions.
The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community.
Connect with M&A Launchpad:
🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
Thursday May 15, 2025
What It’s Really Like to Buy and Run Small Businesses with Michael Heath
Thursday May 15, 2025
Thursday May 15, 2025
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew talk with Michael Heath—a three-time entrepreneur who has acquired and operated a commercial garage door company, a pool retail business, and a pool construction company. Michael shares the gritty, behind-the-scenes realities of business ownership that you won’t find in the guru playbooks.
From working at a roofing supply manufacturer to bootstrapping his first acquisition during COVID, Michael discusses how he navigated everything from underpriced jobs and partner dynamics to team turnover and personal burnout. He explains how each acquisition taught him critical lessons that shaped the next, and how being "all in" is often the only way forward.
Whether you're considering your first acquisition or navigating operational chaos, Michael’s story will resonate.
In this episode, we discuss:
How Michael went from commuter school and corporate job to buying three companies
The lessons from each business that made the next one stronger
Why margins matter more than revenue
How a terrible bookkeeper nearly sunk his first business
What really happens when sellers stay on after the sale
The power of employee one-on-ones and why he regrets not doing them sooner
The surprising upside of chaos—and how Michael re-centered himself
How he's structured investor deals, including 49/51 equity splits
When it's worth walking away from a deal—even after doing the work
Contact Michael Heath:
Connect with Michael on LinkedIn: https://www.linkedin.com/in/michael-heath-biz/
Additional Resources:
Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Visit: https://www.oconnelladvisorygroup.com
Join our Community at the M&A Launchpad Conference – Premier event for entrepreneurs, investors, and dealmakers in the lower-middle market. https://www.malaunchpad.com
M&A Launchpad Hosts Contact – Casey Minshew & Feras Moussa Email: info@equitylaunchpad.com
Looking to buy or sell a business? Connect with the team at Equity Launchpad for expert guidance and hands-on support throughout your transaction. Visit: https://www.equity-launchpad.com
About The M&A Launchpad:
The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions.
The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community.
Connect with M&A Launchpad:
🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
Thursday May 08, 2025
Thursday May 08, 2025
In this high-impact episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew are joined by Elliot Holland, founder of Guardian Due Diligence and the Business Buyer Masterclass. With decades of experience conducting quality of earnings (Q of E) reviews and advising buyers in small business acquisitions, Elliot brings invaluable insight into the due diligence process that every buyer needs to hear. Whether you're a first-time buyer or a seasoned dealmaker, this episode dives deep into critical financial diligence topics, including working capital, seller discretionary earnings (SDE), recourse strategies, and how to leverage brokers during tough negotiations. Elliot also shares real stories of deals gone wrong and how to avoid the most common buyer mistakes. Don’t miss this one—it might save you millions.
In this podcast episode, we discuss:
• What a Quality of Earnings (Q of E) report really uncovers
• How financial diligence helps avoid catastrophic deal mistakes
• Why EBITDA is often misunderstood (and sometimes misused)
• When SDE becomes a red flag instead of a metric
• How to approach working capital negotiations confidently
• Leveraging brokers the right way
• The importance of seller notes and recourse
• Building your deal team and protecting your downside
• Real-life cautionary tales from Elliot’s deal history
• Elliot’s take on when to walk away—and how to spot deception
Contact Elliot Holland:
Website: https://www.guardianduediligence.com
YouTube: https://www.youtube.com/@GuardianDueDiligence
LinkedIn: https://www.linkedin.com/in/elliotholland/
Additional Resources:
• Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Visit: https://www.oconnelladvisorygroup.com
• Attend the M&A Launchpad Conference – Upcoming in October 2025. Date and Location TBD. Premier event for entrepreneurs, investors, and dealmakers in the lower-middle market. https://www.malaunchpad.com
• M&A Launchpad Hosts Contact – Casey Minshew & Feras Moussa: info@equitylaunchpad.com
• Looking to buy or sell a business? Connect with the team at Equity Launchpad for expert guidance and hands-on support throughout your transaction. Visit: https://www.equity-launchpad.com
About The M&A Launchpad:
The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions.
The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community.
Connect with M&A Launchpad:
🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
Thursday May 01, 2025
Thursday May 01, 2025
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with Ryder Fyrwald, co-owner of a thriving label manufacturing company based in Los Angeles. Ryder shares his journey of acquiring a small business with four employees and growing it into a multi-million-dollar operation—while also strategically leveraging real estate to fuel that expansion.
This episode offers valuable insights into creative deal structures, SBA financing, seller carrybacks, and the benefits of owning the real estate behind your operating business. Ryder's background in tech and real estate finance equipped him with the acumen to navigate complex acquisitions, and he pulls back the curtain on the lessons learned through years of hands-on entrepreneurship.
Whether you're thinking about acquiring your first business or looking to add strategic real estate to an existing portfolio, this conversation is full of practical strategies and inspiration.
In this podcast episode, we discuss:
· Ryder's journey from tech and real estate to small business ownership
· How to finance an acquisition using friends, family, and seller carry
· Why owning the real estate can make or break your deal
· Leveraging equipment leases and capital structures for growth
· Ryder’s approach to finding off-market acquisition opportunities
· The importance of segmentation between partners in operations vs. finance
· What to know about seller psychology and deal creativity in today's market
Connect with Ryder Fyrwald: Website: coverlabel.com Email: ryder@coverlabel.com
Additional Resources: Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Schedule a discovery call with Patrick of O’Connell Advisory Group — your dynamic Quality of
Earnings partner. Visit: www.oconnelladvisorygroup.com
Attend the M&A Launchpad Conference on May 3rd in Houston — a premier event for entrepreneurs, investors, and dealmakers in the lower-middle market. Tickets and details at malaunchpad.com
Access our archive of video interviews on YouTube. Get in touch with show hosts Casey Minshew and Feras Moussa at – info@equitylaunchpad.com Looking to invest in M&A opportunities or partner with an advisor to acquire, scale, or sell your business? Visit www.Equity-Launchpad.com
About The M&A Launchpad:
The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions.
The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community.
Connect with M&A Launchpad:
🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/
Thursday Apr 24, 2025
From Family Office to Global Advisor: Stephen Marks' Guide to Smarter Acquisitions
Thursday Apr 24, 2025
Thursday Apr 24, 2025
In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Stephen Marks, founder of Emmersion Capital and Apertura. Stephen shares his journey from managing family office portfolios to building a global advisory business focused on cost-effective due diligence and labor solutions through nearshoring.
The conversation dives deep into M&A strategy, talent acquisition in Latin America, and the mindset shift from high-growth investing to long-term wealth preservation. If you’re an independent sponsor, entrepreneur, or lower-middle market investor looking to reduce costs and access skilled labor without sacrificing quality, this episode is for you.
In this podcast episode, we discuss:· How to dramatically reduce due diligence costs· The advantages of nearshoring and talent pools in Latin America· Why family offices prioritize wealth preservation overgrowth at all costs· How independent sponsors can outsource administrative and technical functions· Strategies for solving the skilled labor shortage in niche industries· Building a hybrid model that blends U.S. leadership with offshore talent· Why communication and cultural alignment matter in outsourcing· Key lessons for working with family offices as an entrepreneur or sponsor
Connect with Stephen Marks:LinkedIn: https://www.linkedin.com/in/sdmarks Company: https://emmersioncapital.com Apertura (Talent Solutions): https://apertura.co
Additional Resources:· Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Visit: https://www.oconnelladvisorygroup.com· Attend the M&A Launchpad Conference on May 3rd in Houston — a premier event for entrepreneurs, investors, and dealmakers in the lower-middle market. Tickets and details at https://www.malaunchpad.com· Access our archive of video interviews on YouTube· Get in touch with show hosts Casey Minshew and Feras Moussa at – info@equitylaunchpad.com· Looking to invest in M&A opportunities or partner with an advisor to acquire, scale, or sell your business? Visit: https://www.equity-launchpad.com
About The M&A Launchpad:
The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions.
The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community.
Connect with M&A Launchpad:
🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/