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Oct 2023
37m 57s

Integration Strategies in M&A Part 2

KISON PATEL
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Today
CPG Due Diligence: The Operator Framework Behind a $800M Exit | Keith Levy Part 1
Keith Levy, Operating Partner at Sonoma Brands Capital Keith Levy backed an exit of over $800M and a $400M exit using the same five-pillar framework, and he starts with the founder every time. Finance comes last. As Operating Partner at Sonoma Brands Capital, Keith has spent six ... Show More
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400 Acquisitions and a Failed Process: What Happens When You Don't Integrate
Matt James, EVP, CFO & Chief Acquisition Officer at Oakbridge Insurance Roll-up platforms that skipped real integration are getting exposed when they go to market. Buyers want proof of organic growth, clean data, and a platform that actually functions as one. A lot of processes a ... Show More
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Dan Caruso, Managing Director, Caruso Ventures; Founding CEO of Zayo Group This is Part 2 of our conversation with Dan Caruso, founder and former CEO of Zayo Group. Be sure to start with Part 1. It covers the Zayo thesis, deal sourcing, structure, and the negotiation playbook, wh ... Show More
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