Top M&A Entrepreneurs

The deal Camilo negotiated was:
-$8.95M at close
-$2.5M in equity in the PE firm that was acquiring him
-$1M holdback to be released after 12 month (standard when dealing with PE, it's usually 10% but I capped it at $1M)
-$500k to be paid out as a salary for 12 months for the owner to stay running the company during the first year doing only the things he loved doing
I charged 10% as a commission on the deal so it ended up being a happy happy story for everyone involved.



SHOW NOTES:
00:00  Intro to Camilo Andrews Parra
00:26  The day you became a millionaire
02:11  What do you do for work now?
04:22  What makes a good digital marketing client to you?
05:54  How much do you clients spend on ads per month?
07:11  How long have you been doing digital marketing?
07:16  Did you ever take a percentage of revenue?
08:59  What was your WHY,  why start looking for acquisitions?
09:49  This company you tried to buy on MicroAcquire - details?
11:01  What is worth $6 million?
16:16  So you tried to raise capital,  what was your experience?
17:48  You tried SBA - but what happened?
18:33  You hit brick wall with this MicroAcquire acquisition - what did you decide to do?
19:32  What type of products did your client sell?
20:10  He did $700k in sales his first year?
20:30  How much did you spend to get it to $3 Million in sales?
21:16  Did this client do this before?
23:09  How did you approach your client- to help him sell?
27:48  You thought his business was worth $8m to $13M?
28:10  Was this course business dependent on his celebrity status?
28:41   How many courses did he created?
30:56  When you were ready to sell it,  where did you start - where did you list it?
33:20 Are you getting qualified buyers?
36:00  What types of questions did you ask to determine if they had $4 Million to put down?
40:22  So you started reaching out to PE firms...
42:19  How much commission did you ask as M&A Advisor?
44:47  So your client crushed it in December,  how did that affect the valuation?
45:24  How fast did you close?
46:32  Did you client accept "second bite of the apple?"
48:16  How long did it take to get your cut?
48:44  Were your partners involved?
48:55  What did you feel when you saw the money deposited?
49:54  Are you changing your business plan due to this success?
50:28  Are you going to ask for equity now?
53:09  What is your plan now - what type of clients are you looking for?

The deal Camilo negotiated was:
-$8.95M at close
-$2.5M in equity in the PE firm that was acquiring him
-$1M holdback to be released after 12 month (standard when dealing with PE, it's usually 10% but I capped it at $1M)
-$500k to be paid out as a salary for 12 months for the owner to stay running the company during the first year doing only the things he loved doing
I charged 10% as a commission on the deal so it ended up being a happy happy story for everyone involved.



SHOW NOTES:
00:00  Intro to Camilo Andrews Parra
00:26  The day you became a millionaire
02:11  What do you do for work now?
04:22  What makes a good digital marketing client to you?
05:54  How much do you clients spend on ads per month?
07:11  How long have you been doing digital marketing?
07:16  Did you ever take a percentage of revenue?
08:59  What was your WHY,  why start looking for acquisitions?
09:49  This company you tried to buy on MicroAcquire - details?
11:01  What is worth $6 million?
16:16  So you tried to raise capital,  what was your experience?
17:48  You tried SBA - but what happened?
18:33  You hit brick wall with this MicroAcquire acquisition - what did you decide to do?
19:32  What type of products did your client sell?
20:10  He did $700k in sales his first year?
20:30  How much did you spend to get it to $3 Million in sales?
21:16  Did this client do this before?
23:09  How did you approach your client- to help him sell?
27:48  You thought his business was worth $8m to $13M?
28:10  Was this course business dependent on his celebrity status?
28:41   How many courses did he created?
30:56  When you were ready to sell it,  where did you start - where did you list it?
33:20 Are you getting qualified buyers?
36:00  What types of questions did you ask to determine if they had $4 Million to put down?
40:22  So you started reaching out to PE firms...
42:19  How much commission did you ask as M&A Advisor?
44:47  So your client crushed it in December,  how did that affect the valuation?
45:24  How fast did you close?
46:32  Did you client accept "second bite of the apple?"
48:16  How long did it take to get your cut?
48:44  Were your partners involved?
48:55  What did you feel when you saw the money deposited?
49:54  Are you changing your business plan due to this success?
50:28  Are you going to ask for equity now?
53:09  What is your plan now - what type of clients are you looking for?

In this insightful podcast interview, join us as we dive into the world of private equity with Chris Younger, the founder and managing partner of Class VI Partners. Discover the secrets behind Class VI Partners' success as Chris shares his extensive expertise and experience overseeing 27 acquisitions during his tenure at Expanets. Explore the strategic approach employed by Class VI Partners in identifying and nurturing promising investments, and gain valuable insights into the role of private equity in driving innovation and fostering entrepreneurial success. Don't miss out on this captivating conversation that will leave you with a deeper understanding of the dynamic nature of private equity and its profound influence on the business landscape. Tune in now!

SHOW NOTES:
00:00 Intro to Chris Younger 
01:15  Acquiring 27 companies at Expanets
02:33  Silver Cloud Companies PE
03:11 Why do you believe in Vistage Worldwide?
03:36  Who do you go to for advice?
06:28 Back to Expanets,  how did you buy those companies?
09:14  What about management to run these companies?
11:19  Why did you start Class IV Partners?
13:27  Core Values - how do you measure that?
15:26  How do you reward employees?
16:37  Why did you write a book?
20:23  The more you tell the truth the stronger you get - where did you get that teaching from?
23:22 FINRA asks you to change your name...why?
24:18  Your first client did you work out and you refunded them - why?
25:41  Deciding when to harvest  - how do you know?
28:56  What if seller is not getting price he/she wants?
30:42  Working backwards - and do you help grow through acquisitions?
32:37  What if they don't have more gas in the tank?
34:45  Is this a DIY roadmap or do you Done for You?
35:39  What if the client has a high concentration of customers?
38:39  What stories do the financial reports cards tell you?
40:46  And the debt on the balance sheet?
41:01  What if debt is used to turn assets to cash flow?
41:53  What do you mean entrepreneurs are not using debt as much as they should?
43:41  If entrepreneur has grown his business for 15 years,  done everything he can think of marketing wise...how do you improve on that?
45:14  What are your suggestion when it comes to Cap structure for selling?
47:15  How do you make the decision when all offers are 10% of each other?
49:06  What is your "Go to Market" strategy?
51:42  Communication: Don't Make this Mistake - what is that?
55:18  Sending people to wealth managers...
56:51  The Entrepreneur Thesis  - what is that? 


LINKS to Chris Younger
https://www.linkedin.com/in/chris-younger/
https://www.classvipartners.com/

In this insightful podcast interview, join us as we dive into the world of private equity with Chris Younger, the founder and managing partner of Class VI Partners. Discover the secrets behind Class VI Partners' success as Chris shares his extensive expertise and experience overseeing 27 acquisitions during his tenure at Expanets. Explore the strategic approach employed by Class VI Partners in identifying and nurturing promising investments, and gain valuable insights into the role of private equity in driving innovation and fostering entrepreneurial success. Don't miss out on this captivating conversation that will leave you with a deeper understanding of the dynamic nature of private equity and its profound influence on the business landscape. Tune in now!

SHOW NOTES:
00:00 Intro to Chris Younger 
01:15  Acquiring 27 companies at Expanets
02:33  Silver Cloud Companies PE
03:11 Why do you believe in Vistage Worldwide?
03:36  Who do you go to for advice?
06:28 Back to Expanets,  how did you buy those companies?
09:14  What about management to run these companies?
11:19  Why did you start Class IV Partners?
13:27  Core Values - how do you measure that?
15:26  How do you reward employees?
16:37  Why did you write a book?
20:23  The more you tell the truth the stronger you get - where did you get that teaching from?
23:22 FINRA asks you to change your name...why?
24:18  Your first client did you work out and you refunded them - why?
25:41  Deciding when to harvest  - how do you know?
28:56  What if seller is not getting price he/she wants?
30:42  Working backwards - and do you help grow through acquisitions?
32:37  What if they don't have more gas in the tank?
34:45  Is this a DIY roadmap or do you Done for You?
35:39  What if the client has a high concentration of customers?
38:39  What stories do the financial reports cards tell you?
40:46  And the debt on the balance sheet?
41:01  What if debt is used to turn assets to cash flow?
41:53  What do you mean entrepreneurs are not using debt as much as they should?
43:41  If entrepreneur has grown his business for 15 years,  done everything he can think of marketing wise...how do you improve on that?
45:14  What are your suggestion when it comes to Cap structure for selling?
47:15  How do you make the decision when all offers are 10% of each other?
49:06  What is your "Go to Market" strategy?
51:42  Communication: Don't Make this Mistake - what is that?
55:18  Sending people to wealth managers...
56:51  The Entrepreneur Thesis  - what is that? 


LINKS to Chris Younger
https://www.linkedin.com/in/chris-younger/
https://www.classvipartners.com/

SHOW NOTES:
00:00 Intro to Jason
01:00 How he started 
02:40 Raising $406M Capital to Acquire
05:27 Tell us the story of the Trillium Healthcare acquisition
06:36  Types of companies you acquire and why
08:58  Why did you buy a company where 88% of revenue came from one customer?
12:40  Do you replace management?
15:09  How long do you give yourself to improve measurables?
16:10  what do offers look like - cap stack?
12:58  How fast do you move on acquisitions?
19:16  Are you competing with other buyers?
20:06  How long do you keep the companies in your portfolio?
21:14  Do you employ and investment banker to help you sell the companies?
22:13  How do you choose an investment banker?
24:09  Do you care where/who its sold to?
25:43   What is a ReTrade?
27:56  What is volume of communication you have with Investors?
29:56   Any companies, you try to fix/improve,  that did not work out? 
32:09  What attracts you to Food companies?
34:39  What life stage was the Food acquisition in?
38:01  What do you do with a product line that is not making money?
38:25  That company that is over 120 years old sounds like buy and hold,  how does that fit in a PE?
39:48  Who do you go to for advice, mentorship?
42:08  Skip level interviews - what are they?
43:49  Customer is always right to...take care of your people
44:20  what is some of the best advice you received
45:44  What would you can a "Win"?
47:08  If you find a great operator do you hire him away for other companies?
48:14   What is next for you,  working until you are 99 years old?
49:29  How many acquisitions do you have planned for the year?
49:39  What does deal flow look like for you?

SHOW NOTES:
00:00 Intro to Jason
01:00 How he started 
02:40 Raising $406M Capital to Acquire
05:27 Tell us the story of the Trillium Healthcare acquisition
06:36  Types of companies you acquire and why
08:58  Why did you buy a company where 88% of revenue came from one customer?
12:40  Do you replace management?
15:09  How long do you give yourself to improve measurables?
16:10  what do offers look like - cap stack?
12:58  How fast do you move on acquisitions?
19:16  Are you competing with other buyers?
20:06  How long do you keep the companies in your portfolio?
21:14  Do you employ and investment banker to help you sell the companies?
22:13  How do you choose an investment banker?
24:09  Do you care where/who its sold to?
25:43   What is a ReTrade?
27:56  What is volume of communication you have with Investors?
29:56   Any companies, you try to fix/improve,  that did not work out? 
32:09  What attracts you to Food companies?
34:39  What life stage was the Food acquisition in?
38:01  What do you do with a product line that is not making money?
38:25  That company that is over 120 years old sounds like buy and hold,  how does that fit in a PE?
39:48  Who do you go to for advice, mentorship?
42:08  Skip level interviews - what are they?
43:49  Customer is always right to...take care of your people
44:20  what is some of the best advice you received
45:44  What would you can a "Win"?
47:08  If you find a great operator do you hire him away for other companies?
48:14   What is next for you,  working until you are 99 years old?
49:29  How many acquisitions do you have planned for the year?
49:39  What does deal flow look like for you?

📢  Get How to Buy a Million Dollar Business for 60% Off  Use Coupon Code APRIL60 https://www.dealflowsystem.net/offers/BzZw66mg/checkout 

Eddie Wilson is a husband, father, avid real estate investor, CEO, national speaker, and has a passion for business growth. Over the course of his career, he has built or run more than 100 different businesses, managed 4,000 employees, and traveled around the world speaking about business and leadership. It is his pedigree and experience that has led him to develop a business operating system that worked for him in systemizing and scaling his companies. Now he has released it for you.


SHOW NOTES:
00:00  Intro to Eddie Wilson
00:36  His entrepreneurial start
02:37  How he sold his "show"
03:42  How did Fox pay for your show?
04:21  How much did you own of that show?
04:27  What did you think - after you sold it?
04:47  Then you built a TV ad agency?
05:23  And you sold that too?
05:28  Why did you sell that?
10:50  The three things to focus on
12:16  Manage IP - Explain that...
14:30  The "Operating System"  what is that?
17:49   What do you do if mgmt. or individual does not fit in to the "system"
20:34  You create this "Operating System" what is next test it on acquisitions?
24:48  How did you acquire 32 companies at one time?
26:36  What do you mean "operate at scale"?
29:12  What was the legal structure of all these companies?
29:48  Did you have to shut any of the companies down?
30:16  Did you bring in your mgmt team to run these companies?
31:50  Who initiated the sale of the 76 companies?
33:15  How many bidders did you entertain?
33:24 The chairman,  where was he? 
34:37  How much did you own percentage and how much control?
34;52  You sell all your assets,  what are you working on now?
37:19  What charitable work are you doing & why?
41:49  Have you always done charitable work?
42:25  How has charitable work changed you as CEO?
43:41 How much of excess cash flow do you give to your charities?
44:55  Do you buy 100% or keep seller in game?
46:29  What industries are you looking at?
48:41  The "Event Space"  why do you like that?
51:37  How do you work with "Influencers"?
52:52  Buy and Hold or grow and sell?
54:24  What is the lifetime goal?
55:16  Do you work with an Investment Banker - to sell your companies - who?





LINKS to Eddie Wilson
https://www.linkedin.com/in/eddiewilsonofficial/
Books:  The Titan Doctrine: 8 principles to achieve Titan Leadership
https://officialew.com/

📢  Get How to Buy a Million Dollar Business for 60% Off  Use Coupon Code APRIL60 https://www.dealflowsystem.net/offers/BzZw66mg/checkout 

Eddie Wilson is a husband, father, avid real estate investor, CEO, national speaker, and has a passion for business growth. Over the course of his career, he has built or run more than 100 different businesses, managed 4,000 employees, and traveled around the world speaking about business and leadership. It is his pedigree and experience that has led him to develop a business operating system that worked for him in systemizing and scaling his companies. Now he has released it for you.


SHOW NOTES:
00:00  Intro to Eddie Wilson
00:36  His entrepreneurial start
02:37  How he sold his "show"
03:42  How did Fox pay for your show?
04:21  How much did you own of that show?
04:27  What did you think - after you sold it?
04:47  Then you built a TV ad agency?
05:23  And you sold that too?
05:28  Why did you sell that?
10:50  The three things to focus on
12:16  Manage IP - Explain that...
14:30  The "Operating System"  what is that?
17:49   What do you do if mgmt. or individual does not fit in to the "system"
20:34  You create this "Operating System" what is next test it on acquisitions?
24:48  How did you acquire 32 companies at one time?
26:36  What do you mean "operate at scale"?
29:12  What was the legal structure of all these companies?
29:48  Did you have to shut any of the companies down?
30:16  Did you bring in your mgmt team to run these companies?
31:50  Who initiated the sale of the 76 companies?
33:15  How many bidders did you entertain?
33:24 The chairman,  where was he? 
34:37  How much did you own percentage and how much control?
34;52  You sell all your assets,  what are you working on now?
37:19  What charitable work are you doing & why?
41:49  Have you always done charitable work?
42:25  How has charitable work changed you as CEO?
43:41 How much of excess cash flow do you give to your charities?
44:55  Do you buy 100% or keep seller in game?
46:29  What industries are you looking at?
48:41  The "Event Space"  why do you like that?
51:37  How do you work with "Influencers"?
52:52  Buy and Hold or grow and sell?
54:24  What is the lifetime goal?
55:16  Do you work with an Investment Banker - to sell your companies - who?





LINKS to Eddie Wilson
https://www.linkedin.com/in/eddiewilsonofficial/
Books:  The Titan Doctrine: 8 principles to achieve Titan Leadership
https://officialew.com/

Learn from the expertise of John McNabb, CEO of CanaDent Corporation and Managing Partner at Integra Dental Group, in M&A, structured finance, risk management, and multi-site healthcare. With over four decades of experience as an executive in corporate restructurings, venture capital, investment banking, and M&A, he has been involved in more than 60 transactions with a total value exceeding $2 billion across all major industries.

For the past 13 years, Mr. McNabb has been a reputable owner and consultant in the multi-site healthcare sector, where he excels in acquisition strategy, funding sourcing, business valuation, and complex negotiations. His involvement in 15 healthcare acquisitions during this period generated total revenue over $31 million and total enterprise value exceeding $52 million.

Mr. McNabb is an honors graduate in economics from the University of Toronto and a diplomate of the Executive Development Program at Queen's University. He is also an accredited Arbitrator with expertise in commercial law and contracts, a former Director of the Toronto Better Business Bureau, and a former volunteer Treasurer of a large charitable organization.

Tap into the wealth of knowledge and experience of John McNabb in the healthcare industry by watching his informative videos on our channel.


SHOW NOTES:
00:00  Intro to John McNabb
00:28  John's origin story - thrown into saving a gold mine loan
04:02  How he saved it - "The Deal that would not Die"
06:36  Finding his affinity for negotiating
08:31  What else was in the portfolio to fix
10:52  What does "restructuring" mean?
12:46  How he insulates mgmt. to focus on operations - EX: deferred coupons
16:08  Why lenders like Dentist businesses
18:44 How he discovered the Dentist opportunity 
21:00  9 Dental Acquisitions
21:50  How to do you solve the Expert - Doctor supply demand
23:10  How do did you buy/finance the acquisitions?
24:51  Capital & Mgmt. Earn in's
26:29  Holding company structure - 
27:54  What is John's role in running the holding company
29:06  Delegate acquisitions to Business Dev?
34:03  What was most difficult during 9 dental acquisitions - blind spot
35:40  Dentists don't come with business expertise
37:00 do you see increase in revenue when you outsource admin tasks
37:50 Is it possible to Cross pollinate best practices 
40:17  Dentist Acquisition Thesis  - buying strategy 
41:15  Sunk time in a distressed acquisition
43:22 Mentors - Lawyers?
45:36  End of Dentist Acquisition Opportunity?
48:20  What would it take to be on a board of Directors
50:34  Set up a fund or syndicate after LOI - Timing
53:00 Opportunity to work with John McNabb

Learn from the expertise of John McNabb, CEO of CanaDent Corporation and Managing Partner at Integra Dental Group, in M&A, structured finance, risk management, and multi-site healthcare. With over four decades of experience as an executive in corporate restructurings, venture capital, investment banking, and M&A, he has been involved in more than 60 transactions with a total value exceeding $2 billion across all major industries.

For the past 13 years, Mr. McNabb has been a reputable owner and consultant in the multi-site healthcare sector, where he excels in acquisition strategy, funding sourcing, business valuation, and complex negotiations. His involvement in 15 healthcare acquisitions during this period generated total revenue over $31 million and total enterprise value exceeding $52 million.

Mr. McNabb is an honors graduate in economics from the University of Toronto and a diplomate of the Executive Development Program at Queen's University. He is also an accredited Arbitrator with expertise in commercial law and contracts, a former Director of the Toronto Better Business Bureau, and a former volunteer Treasurer of a large charitable organization.

Tap into the wealth of knowledge and experience of John McNabb in the healthcare industry by watching his informative videos on our channel.


SHOW NOTES:
00:00  Intro to John McNabb
00:28  John's origin story - thrown into saving a gold mine loan
04:02  How he saved it - "The Deal that would not Die"
06:36  Finding his affinity for negotiating
08:31  What else was in the portfolio to fix
10:52  What does "restructuring" mean?
12:46  How he insulates mgmt. to focus on operations - EX: deferred coupons
16:08  Why lenders like Dentist businesses
18:44 How he discovered the Dentist opportunity 
21:00  9 Dental Acquisitions
21:50  How to do you solve the Expert - Doctor supply demand
23:10  How do did you buy/finance the acquisitions?
24:51  Capital & Mgmt. Earn in's
26:29  Holding company structure - 
27:54  What is John's role in running the holding company
29:06  Delegate acquisitions to Business Dev?
34:03  What was most difficult during 9 dental acquisitions - blind spot
35:40  Dentists don't come with business expertise
37:00 do you see increase in revenue when you outsource admin tasks
37:50 Is it possible to Cross pollinate best practices 
40:17  Dentist Acquisition Thesis  - buying strategy 
41:15  Sunk time in a distressed acquisition
43:22 Mentors - Lawyers?
45:36  End of Dentist Acquisition Opportunity?
48:20  What would it take to be on a board of Directors
50:34  Set up a fund or syndicate after LOI - Timing
53:00 Opportunity to work with John McNabb