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  • [G&A] Growth & Acquisition - George Moulos; Josh King "JetSet" Madrid; Scaling SaaS Startups; Post-M&A Onboarding; Three Essential Technologies; +++.

[G&A] Growth & Acquisition - George Moulos; Josh King "JetSet" Madrid; Scaling SaaS Startups; Post-M&A Onboarding; Three Essential Technologies; +++.

M&A + AI + Growth - We've Curated What’s Most Pertinent When You Want To Grow, Scale, Buy Or Sell Your First Or Your Next Business.

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In the News

The upward trajectory of merger and acquisition (M&A) activity in 2024 is already unmistakable. Bolstered by a backdrop of stabilized interest rates and decelerating inflation, coupled with pent-up demand over the last couple of years, the conditions are ripe for strategic transactions.

According to findings from the latest EY CEO Outlook Pulse Survey, 98% of CEOs indicated plans for strategic transactions within the year. And the EY-Parthenon Deal Barometer predicts a 12% increase in corporate M&A deals in 2024 compared to last year. Read more here…

Forward-thinking companies have invested in search engine optimization (SEO), website engagement, funnels, geofencing and more. The intent is that when a potential customer searches for your product or service, they find you and you can connect with them.

More than half of U.S. businesses expect a disruption to some of today’s best marketing practices. HubSpot recently released its 2024 State of Marketing report and cited its findings on the use of social media, video, messaging software and chat to nurture customer relationships. Read more here…

The financial advice and broader financial services industry is no stranger to M&A activity as more companies look to upscale and enhance their capabilities.

Recent acquisitions have included Count acquiring Diverger, WT Financial acquiring Millennium3, and Nestworth acquiring the financial advice business of Australian Unity. Read more here…

In the realm of sales and marketing in B2B technology, a noticeable shift is underway as the presence of the business technologist persona is becoming increasingly prevalent in purchasing decisions. As a marketer, I have been a business buyer of several technologies myself over the past several years and have been in the middle of this transformation. Read more here…

The merger process is fraught with pitfalls that can thwart deals and provide valuable lessons to those involved. Andrew Dunbar, a director and senior financial adviser at APT Wealth, has learnt the importance of getting the cultural alignment right after completing five “bolt-on” style acquisitions or mergers over the past seven years. Read more here…

My uncle tirelessly grew his family business through long nights and early mornings. Back then, nearly everything was done manually, which meant businesses needed to be incredibly resourceful and efficient to become successful. Today, not much has changed for small businesses on that front. We're fortunate enough to have a wealth of technology at our fingertips, but that technology has accelerated business's pace. What used to take my uncle weeks or months to accomplish in his business can now be done in hours. Read more here…

In today’s fast-developing industrial landscape, the incorporation of cloud computing and artificial intelligence (AI) has turned out to be a requirement for Indian companies striving for sustainable development and flexibility. Cloud computing extends scalability, tractability, and profitability, whereas AI offers data-driven perceptions and improved policymaking. Read more here…

Performance reviews often feel like a scene from a bad sitcom: awkward silences, forced smiles and a lingering sense of frustration for everyone involved. Many employees, especially millennials, find the feedback unclear or unhelpful, with surprising or inaccurate assessments confusing them. HR leaders echo this sentiment – traditional reviews struggle to capture the nuances of an employee's day-to-day contributions. Read more here…

Small businesses are the heart and soul of America’s Main Street. But it can be hard to get a pulse check on how they are doing, given today’s dynamic operating environment as well as the sheer variety and volume of small businesses out there — taken together, they make up 40% of the U.S. economy and represent 99.9% of all American businesses. Read more here…

"Though this article focuses on higher education, there are lessons to be learned for anyone considering an acquisition or merger."

Mergers have become the lifeline for many institutions in the face of financial upheavals that often come as a shock to campus leaders. Such transactions have grown in complexity, too. However, leaders can increase their institution’s lifespan and streamline the acquisition process by following these steps. Read more here…

The more things change, the more they stay the same – at least when it comes to developing a technology strategy.

Although the metaverse sounds like the Wild West of technology, developing an organizational strategy to leverage this new concept requires many of the best practices used in any technology initiative. This means thinking about business goals and people, not leading with technology. Read more here…

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The Short Take

Michael Girdley of Girdley Enterprises and Heather Endersen of Viso Business Capital delve into the complexities of acquiring financing to buy a business. They explore various funding sources, from personal savings to SBA loans, and provide practical insights on structuring deals. The discussion also highlights the importance of understanding different types of equity and debt, and how to effectively navigate the financing landscape to secure the necessary capital.

The Key Takeaways

  1. Types of Funding Sources: The primary sources include personal savings, friends and family, investors, lenders, grants, and seller financing. Each has its own advantages and considerations.

  2. SBA Loans: SBA loans are a popular option for financing small business acquisitions due to their favorable terms, such as low equity requirements and long repayment periods.

The Short Take

Jeffery Smith interviews Ace Chapman, a seasoned entrepreneur who has bought and sold over thirty businesses. Ace shares his journey from his first business purchase at the age of nineteen to becoming a mentor and guide for others looking to buy and sell businesses. His insights into the challenges and opportunities of business acquisition provide a compelling case for buying rather than starting a business from scratch.

The Key Takeaways

  1. First Business Purchase: Ace bought his first business, an online stock market simulator, at nineteen, which sparked his passion for buying and selling businesses.

  2. Business Acquisition vs. Startups: Ace emphasizes that buying a business is often easier and more secure than starting one from scratch.

The Short Take

Omer Khan interviews Tim Schumacher, co-founder of saas.group. Schumacher shares insights on how saas.group scales bootstrapped SaaS startups through strategic acquisitions. The conversation covers their acquisition criteria, the importance of cultural fit, and the support provided to acquired companies. Schumacher also discusses his entrepreneurial journey and the genesis of saas.group.

The Key Takeaways

  1. Strategic Acquisitions: Saas.group focuses on acquiring small SaaS businesses with ARR between $1M and $10M.

  2. Cultural Fit: Emphasizes the importance of cultural alignment between saas.group and the acquired companies.

The Short Take

Jon Stoddard interviews Greg Moran about his bold strategy of buying a larger competitor to overcome business stagnation. Greg shares his journey from running a modest software company to acquiring a competitor five times its size. This episode provides valuable insights into the world of mergers and acquisitions (M&A) and the strategic thinking required to grow a business through acquisition.

The Key Takeaways

  1. Buying a Bigger Competitor: Greg Moran’s strategy of acquiring a larger competitor to boost growth and overcome stagnation.

  2. First Acquisition: The first acquisition was made before reaching $1 million in revenue, demonstrating the feasibility of small companies making strategic acquisitions.

The Short Take:

Ronald Skelton engages with Sto unravel the complexities of buying and selling businesses in the digital realm. George's journey from young entrepreneur to established online business broker presents a multitude of insights for those interested in e-commerce transactions.

Key Takeaways:

  1. The Buyer's Advantage: The current market is trending in favor of buyers, making the next twelve months an opportune time for acquisitions.

  2. Shopify Over Amazon: George emphasizes investing in D2C businesses on platforms like Shopify that allow ownership of the customer relationship over-reliance on third-party platforms like Amazon.

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Founding Member Shout-Out

Shout out to our founding member, with over 30 years in M&A, this company offers a Resource Center helping you buy good businesses. Very underpriced - get it now before they finish upgrading the site and very likely up the pricing.  visit: https://www.diomo.com/

In the Knowledge 

The information in the following articles is important for any business, particularly for new acquisitions. Add them to your Knowledge Bank.

In today’s rapidly evolving digital landscape, the integration of technology into business operations is essential for survival and success. Perhaps unsurprisingly, more than half of enterprises surveyed by McKinsey said they planned to increase their spending on tech and connectivity solutions in 2024 — up 3 percentage points from 2023. Read more here…

Since ChatGPT’s much-lauded debut in late 2022, AI has taken the world by storm. From vets' offices using AI to streamline documentation to Facebook and Instagram replacing their search bars with Meta’s AI assistant, businesses are increasingly embracing AI to improve operations and experiences. In fact, 64% of business owners think AI will improve their relationships with customers and their internal productivity. Read more here…

Everyone's talking about the transformative power of emerging technologies like artificial intelligence (AI) and machine learning -- and that hype puts big pressure on business leaders. Read more here…

Do you know what can help businesses succeed in this highly competitive business environment? To give you an idea: the critical solutions revolve around employing data.

Recent research shows that companies that implemented data-driven decision making increased their profitability rate by 6% compared to others. In the modern-day market, the success of companies that can effectively use and harness data is outstripping those who are slow to adapt. Read more here…

Hey, friends, we could use your help to grow “Growth & Acquisitions” and bring it to more people so we can continue to serve you and others. If you like something we shared this week, please share it on X (formerly known as Twitter) or LinkedIn and tag us when you do. Let’s get people talking.

In the BIG Guys Corner … (middle market and above) 

Rumors have recently surfaced suggesting that Microsoft is considering a significant acquisition bid valued at approximately $16 billion for Valve Corporation, the entity behind major gaming franchises such as Half-Life and Portal, and operator of the Steam Store, the leading digital distribution platform for PC gaming. Valve, known for its strong financial performance and dominant market position, primarily due to the success of the Steam Store, is estimated to generate over $10 billion annually in revenue. The platform's profitability and extensive user base make it a critical asset in the PC gaming industry. Valve's estimated market valuation stands at around $8 billion, with co-founder and CEO Gabe Newell's net worth reportedly exceeding $4 billion, according to Forbes. Despite the high revenue and valuation, these figures do not necessarily reflect the liquidity or cash available to the company or its stakeholders. Read more here…

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In the Sosh … who to follow this week

Josh King Madrid

Josh King Madrid, better known as JetSet is an American internet celebrity, author, entrepreneur, podcast host, recording artist, filmmaker and public speaker. In 2016, JetSet dropped out of college to pursue business and within 1 year he made his first million dollars at only age 19. Since then JetSet has generated hundreds of thousands of leads and have sold over $20 million dollars in products and services online, with $10 million of that being within the NFT space in 2021-2022.

Find and connect with him here: LinkedIn and Youtube.

In the calendar … 

A twice-monthly networking meeting where acquisitions entrepreneurs come together online to build teams, share ideas and resources, and help each other succeed. The first and Third Tuesday of each month. Check it out...

AI & Big Data Expo North America – Conference & Exhibition June 5-6 - SANTA CLARA CONVENTION CENTER, CA

Discovering the intelligent future through AI & Big Data. AI & Big Data Expo is the leading event for Enterprise AI, Machine Learning, Security, Ethical AI, Deep Learning, Data Ecosystems, and NLP. Check it out…

Through a dynamic mix of lectures, case studies, class discussions, hands-on learning, and visits from guest speakers, this program provides critical insights and powerful tools for the successful formulation and execution of an M&A strategy — one that creates true value for your organization. Check it out…

Join us at the San Diego Small Business Expo 2024, a must-attend event for entrepreneurs and small business owners! Get ready to connect, learn, and grow your business in person at the Sheraton San Diego Hotel & Marina on Fri Sep 20, 2024 at 10:00AM PST. Check it out…

The Kayo Women’s M&A Summit unites 300 women leaders in mergers & acquisitions, private equity deal-making and capital markets. Over the course of two days, attendees can expect to generate deal opportunities through peer-to-peer networking, educational content, and a supportive community atmosphere in the private equity hub of Boston. Check it out…

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