Season 1
Episodes
Episode 240: The Power of Relationships in Sales and Deal-driven Growth with Nick Cavuoto
DealQuest Community, I am thrilled to introduce you to a dynamic figure whose impactful teachings continue to reverberate across various industries - Nick Cavuoto. Nick is a seasoned CEO, founder, consultant,...
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Episode 239: The Anatomy of a Failed Merger with Corey Kupfer
DealQuest Community - just recently news of a failed merger surfaced, piquing the interest of my team, and ignited a thorough analysis. The culprits? First Horizon and TD Bank.I want to dive into the specifics of this...
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Episode 238: M&A Talk with Leading RIA Aggregators and Integrators: Solocast with Corey Kupfer
DealQuest Community, in this series, we've seen a wide range of models that have evolved to fit different types of advisors and firms, from those that want to maintain their independence while gaining the support of a...
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Episode 237: Embracing a Deal-First Mindset for Business Growth with Ace Chapman
In the world of private equity, few individuals possess the depth of experience and insight that Ace Chapman brings to the table. Ace, a veteran in Private Equity with over 20 years of experience, made his mark by...
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Episode 236: Demystifying Company Valuations with Channing Hamlet
Channing Hamlet is the Co-Owner and Managing Director of Objective Capital Partners, a prestigious investment banking and valuation firm with an impressive track record of executing over 500 M&A transactions worth...
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Episode 235: Turning Failures into a Funding Empire with Stephen Sacks
Stephen Sacks is a successful entrepreneur who worked in the fashion industry for 30 years, creating a brand that was sold in over 30 countries, generating £30 million a year in revenue. His furniture business,...
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Episode 234: The Importance of Due Diligence in a World of Fraud
The topic of due diligence is one we cover in some capacity frequently in the DealQuest Community and on the DealQuest Podcast. In light of recent news about startup CEOs being charged in fraud cases, I feel we should...
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Episode 233: Family Businesses and Legacies with Purdeep Sangha
Purdeep Sangha is an accomplished entrepreneur, speaker, podcaster, and strategist. He is also the award-winning author of The Complete Man, and the host of the Canadian TV show Mind Your Own Business.
Purdeep is an...
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Episode 232: M&A Talk with Leading RIA Aggregators and Integrators: Jeff Dekko of Wealth Enhancement Group
As the CEO of one of the fastest-growing wealth management firms in the nation, Jeff Dekko has an impressive track record of success. Under his leadership, Wealth Enhancement Group has grown from $600 million in...
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Episode 231: The Power of Pivoting with Marc Portney
Mark Portney is an American entrepreneur, investor, and business advisor with over 30 years of experience. As the president of Globalsource Infrastructure Partners, he leads the international player in product...
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Episode 230: Ensuring Success in Mergers and Acquisitions with Chris Winn
In the RIA space, regulatory compliance is crucial for firms on an ongoing basis. In the context of deals -- such as advisor onboarding or large acquisitions -- firms must ensure that they are performing due diligence...
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Episode 229: Banking Failures: What Dealmakers Need to Know
The recent collapse of Silicon Valley Bank (SVB) and Signature Bank (SB) in March 2023 has sent shockwaves through the financial industry, leading many to speculate on the potential consequences for the deal market....
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