Explorez tous les épisodes du podcast Sell Side

Success isn’t accidental—it’s built on strong culture, systems, and wise counsel. In the latest episode of The Sell Side Podcast, Lee Barkley of Sovereign’s Capital shares how investing in people, fostering human flourishing, and surrounding yourself with trusted advisors leads to better business outcomes. It’s not just about numbers—it’s about impact. Listen now! 🎙️

Colin Perry, CEO of Perry Weather, shares the journey of his weather technology business and the challenges he faced in merging meteorology with software. Perry Weather specializes in providing real-time site-specific weather monitoring and alerting solutions for various industries. The company initially started as a weather consulting firm but quickly pivoted to a software-based model. Perry Weather's competitive advantage lies in its combination of state-of-the-art software and hardware. Th...

Thomas Dixon, a healthcare M&A advisor, shares his background and experience in the healthcare industry. He discusses the transition from being a buy-side M&A person to working on the sell side, representing healthcare entrepreneurs. He emphasizes the importance of representing the seller's interests and the fulfillment he finds in helping entrepreneurs. Thomas also talks about the current state of the healthcare market, including the record amount of dry powder in healthcare private ...

In this podcast episode, Michael interviews Justin Burney, a partner in the corporate securities group at Bradley, about mergers and acquisitions (M&A) transactions. They discuss the overall M&A process, including when to engage in a transaction and the role of a letter of intent (LOI). They also highlight key considerations and pain points in M&A deals, such as financial statement preparation and tax representations. The conversation includes a case study of the MedTherm transact...

Vaughn McCrary, a Founders Advisors, discusses the process of engaging founder-owned businesses and the differences between investment banking and their niche approach. We use the Medtherm transaction discussed in the first episode as a reference to the conversation. He highlights the importance of building relationships with clients and helping them prepare for a transaction. Vaughn also shares common mistakes made by founders and the timeline of a typical transaction. He emphasizes the sign...

In this podcast episode, Dale shares his journey from being an auto body technician to obtaining a PhD from MIT and starting his businesses. He discusses the unique approach and success of Medtherm's products and the process of preparing for the sale of the company. Dale highlights the importance of building the right team and dealing with challenges during the deal process. He also shares his plans, which involve enjoying fishing and spending time in Montana. https://keelpoint.com https://w...