All Episodes
Episodes
Episode 262: From Acquisitions to Generational Wealth with Jeff Evenson
From the hallowed halls of West Point in 1990 to the bustling floors of stock trading, Jeff Evenson's journey through the corporate maze has been nothing short of remarkable. With an MBA from Washington University in...
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Episode 261: Mergers & Acquisitions Made Easy with Bill Snow
In the latest episode of the DealQuest Podcast, I have the privilege of hosting Bill Snow, a towering figure in the world of mergers and acquisitions (M&A). With a rich career spanning over three decades, Bill...
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Episode 260: The Power of Deals in Business Growth with Matthew Khalili
Matthew Khalili is a first-generation immigrant whose journey into entrepreneurship began when he was born in this country. With a career spanning back to 2003, he embarked on a path of leadership, notably as Senior...
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Episode 259: Lessons and Insights from the Echelon Deal and Dealmakers Summit with Corey Kupfer
Folks, this week I’m bringing you another solocast of the DealQuest Podcast. This week, I want to share with you some of the valuable lessons and experiences I had at the Echelon Deal and Dealmakers Summit – an event...
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Episode 258: Look Inside the MSP Acquisition Journey with Orrin Klopper
Meet Orrin Klopper, the CEO of Netsurit, a thriving Managed Service Provider (MSP) firm with a remarkable journey of growth. Under his leadership, Netsurit has evolved into a $40 million enterprise, boasting a team of...
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Episode 257: Mindset, Adaptability, and the Rise of AI in Business with Jay Goldman
Few people stand out as a loud innovator as Jay Goldman in the technology and design space. Not only is he a New York Times best-selling author of The Decoded Company, but he also proudly wears the hats of a Forbes...
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Episode 256: Breaking the Traditional Investment Banking Mold with Jessica Polito
The wealth management space demands experts who not only understand its intricacies but also prioritize the interests of those they represent. Enter Jessica Polito, a seasoned professional who has dedicated her career...
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Episode 255: Striking the Right Balance: Timing and Disclosure in Dealmaking with Corey Kupfer
DealQuest Community, on this episode, I’d like to delve into a crucial aspect of deal-making that can be both an art and a negotiation: Determining when and what information to share with potential deal partners....
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Episode 254: The Ever-Evolving World of SaaS M&A with Lowell Ricklefs
In the world of Software-as-a-Service (SaaS), mergers and acquisitions (M&A) have become an essential strategy for growth and market consolidation. Lowell Ricklefs is the CEO and founder of Traction Advising, a...
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Episode 253: Achieving Success in the Startup World with Anthony Nitsos
On this episode of the DealQuest Podcast, I’m excited to bring you a renaissance man of SaaS finance and accounting – Anthony Nitsos. With an impressive and diverse background in manufacturing process improvement,...
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Episode 252: Unveiling the Art of Due Diligence with Bill Wiersema
In the world of mergers and acquisitions, due diligence plays a critical role in ensuring the success and sustainability of a deal. It involves scrutinizing financial data, examining operational aspects, and...
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Episode 251: Deal Market Recap: First Half of 2023 with Corey Kupfer
DealQuest Community, as we reach the midpoint of 2023, it's time to take a closer look at the state of the deal market. We'll explore the key trends and factors influencing deal-making in various sectors during the...
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