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 to offering M&A advice exclusively within the wealth management realm. Recognizing the need for a shift from the…

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. Balancing transparency with confidentiality is essential, and this decision-making process involves attorneys, accountants, and strategic…

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 company that specializes in helping B2B SaaS companies with more than $5 million ARR get acquired. Lowell’s impressive career…

On this episode of the DealQuest Podcast, I’m excited to bring you a renaissance man of SaaS finance and accounting — Anthony Nitsos. …

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 identifying potential risks and opportunities before finalizing an agreement. Join me for an in-depth discussion on due diligence, including…

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 first six months of the year. …

Effective communication and relationships are essential for business success. Brian Sparkes, an Executive Communication Coach and Head of Communications for Bay Angels understands the significance of communication and community. With vast experience supporting corporate leaders, startups, and HR departments worldwide, Brian excels in preparing clients for important conversations, refining their…

DealQuest community, once again, we are overjoyed to curate and share some of the more interesting moments from The DealQuest Podcast with a “Best Of” episode. This time around, we’ve compiled a collection of recent interviews with extraordinary guests, each revealing the stories behind their very first deals. Whether it…

DealQuest Community, I am happy to have the pleasure of having Scott Hallman on the DealQuest Podcast. Scott is known as the “silent assassin” sought after by business owners to unearth hidden profits and unleash rapid growth. With an impressive track record, Scott’s companies have twice earned coveted spots on…