The TobinLeff M&A Podcast

Building your business was hard, and you only sell it once. With a focus on marketing, communications, digital, and service businesses, the TobinLeff M&A advisory team is dedicated to helping owners maximize and monetize their life’s work. For over a decade, the TobinLeff team has completed nearly 200 successful merger, acquisition, and exit planning engagements across the U.S. Visit tobinleff.com to contact a partner today or for additional resources and case studies. Subscribe or sign up for our emails to never miss an episode.

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Episodes

Friday Jan 27, 2023

In 2022, Maura Corbett sold her company, Glen Echo Group, to Berlin Rosen, a portfolio company of the PE Group, O2 Investment Partners. 
In this episode, Maura joins the TobinLeff team to discuss her selling journey and cover a number of topics, including:
How and why did she decide to sell her company?
What was her process for choosing an M&A advisory firm?
How did TobinLeff prepare the company and Maura for the process?
Why did she select Berlin Rosen and O2 Investment Partners as her ultimate buyer?
How did she involve key employees in the process and reward them when the sale happened?
What final advice would Maura give to owners considering selling their companies?
Watch or listen now for an inside look into M&A.

Monday Jul 25, 2022

Why is it that some companies are able to sell for above — sometimes even far above — commonly accepted ballparks, or market price? Why can some companies command the higher multiple compared to others, where there’s continuous pressure on both price and the terms?
Learn how to make your business stand out from the competition so you can command top dollar for your company.

Tuesday Jan 11, 2022

Nearly 100% of agency owners believe that an Exit Plan is an important element for their future financial security, but only 15% actually have a written Exit Plan in place. At TobinLeff, we believe that the most important explanation for this disconnect may be the most basic one of all: while the idea of an Exit Plan seems to make sense, most agency owners don’t really know what an Exit Plan is. For additional information on how to sell your company from a position of strength, visit our resources page.

Tuesday Nov 09, 2021

You’re ready to sell your business — now what?
You’ve built your business from the ground up, poured your life into it, and now you’re ready for your next step. Maybe you want to retire, or maybe you’d like to start your next business venture. No matter your reason, selling your company is a complex road to navigate on your own — so don’t go it alone.
Join the partners of TobinLeff in this podcast where they go in-depth on four potential exit pathways. Learn how to:
Sell to an independent agency or similar company
Sell to employees via an MBO
Sell to a Private Equity group
Form an ESOP

Tuesday Oct 05, 2021

What goes into a private equity acquisition? In this episode, David Tobin interviews Nick Burger, a partner at the ZS Fund, who oversaw the PE group's recent acquisition of TobinLeff's client, Communicus. Listen in to learn how PE groups:
Value companies and assess opportunities
Work with management teams to support their visions
Determine important elements of deal structures
And more...
Learn more about TobinLeff's latest engagement here.

Monday Jun 28, 2021

You’re ready to sell your business — now what?
You’ve built your business from the ground up, poured your life into it, and now you’re ready for your next step. Maybe you want to retire, or maybe you’d like to start your next business venture. No matter your reason, selling your company is a complex road to navigate on your own — so don’t go it alone.
Join the partners of TobinLeff in this webinar where they go in-depth on four potential exit pathways. Learn how to:
Sell to an independent agency or similar company
Sell to employees via an MBO
Sell to a Private Equity group
Form an ESOP

Friday Jun 04, 2021

The M&A market is very active today, interest rates are at historic lows and banks are actively lending. Is now the time to sell your business because of potential increases in capital gains tax rates? In this episode, glean insight from partners David Tobin, Chuck Gottschalk, and Holt Vaughn as they discuss the pros and cons of selling your business based on the current market trends.

Wednesday Nov 04, 2020

Selling your company is likely one of the most important transactions of your business career. When that time comes, will you approach the process from a position of strength or weakness? In this episode, learn how to:
Get your business house in order and be prepared mentally and financially
Qualify prospects and perform reverse due diligence
Negotiate favorable terms in the LOI
Take control during the due diligence process
Have a Plan B

Monday Aug 24, 2020

Having a solid communications strategy and plan for an M&A transaction goes beyond an announcement to employees. Strategizing your company's PR even years before you're ready to buy or sell can maximize your deal value when the transaction finally takes place.
In this episode, David Tobin goes deep in his interview with PR expert Elizabeth Shea to provide listeners with action steps that can increase Enterprise Value for sellers and attract more qualified candidates for buyers.

Tuesday Aug 18, 2020

Private Equity (PE) firms are buying marcomm companies — but what does that mean for your agency? In this episode, Tobinleff partner and former CPA with Ernst & Young, Chuck Gottschalk, explains what Private Equity is and how PE firms can get you a bigger payday for your business. Get answers to questions like:
What is Private Equity (PE), and why would it be interested in purchasing marketing, advertising, digital, PR, and related communications agencies?
What does PE look for in acquisitions, and what makes a marketing firm attractive?
How does doing a deal with Private Equity increase what you’re likely to earn from a sale of your agency?
What about the downsides?

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