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Here you can find the latest Meritage Partners news and headlines.

Philipp Moosbeckhofer — March 16, 2026

The Importance of Financial Credibility w/ Domenic Segalla

In this episode of the M&A Guy podcast, Brian Franco and Domenic Segalla discuss the critical aspects of financial credibility in the deal room. They explore how buyers evaluate financials, the importance of accurate reporting, and the implications of adjusted EBITDA. The conversation emphasizes the need for due diligence, building trust, and preparing for capital […]
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Philipp Moosbeckhofer
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The Highs and Lows of Selling a Company w/ Jeanne Cummings

In this conversation, Brian Franco and Jeanne Cummings discuss the fleeting emotional high that founders experience after selling their companies, emphasizing that the excitement often lasts only a few hours before the reality of ‘what’s next’ sets in. He stresses the importance of preparing for this transition before going to market.
Philipp Moosbeckhofer
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Meritage Investor Testimony: Christian Malek with Novastone

In this episode, Brian Franco interviews Christian Malek of Novastone Capital Advisors, discussing the concept of operator-led buyouts and the challenges of succession planning in family-owned businesses. They explore the importance of attracting top talent to manage these businesses, the significant transfer of wealth occurring as baby boomers retire, and the lessons learned from various […]
Philipp Moosbeckhofer
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Meritage Client Testimony: Lance Fair with Horizon Underground

In this episode of the M & A Guy podcast, host Brian Franco engages in a candid conversation with Lance, a seasoned entrepreneur who shares his journey of selling his company, Horizon Underground. The discussion highlights the challenges and intricacies of the M&A process, emphasizing that selling a business is not a quick endeavor but […]
Philipp Moosbeckhofer
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Culture as a Valuation Multiplier w/ Julian Guderley

In this episode of the M&A Guy podcast, Brian Franco speaks with Julian Guderley about the critical role of leadership and culture in business success, particularly in the context of mergers and acquisitions. They discuss how culture can enhance valuation, the impact of leadership fatigue on company performance, and the importance of redefining success beyond […]
Philipp Moosbeckhofer
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The Psychology Behind M&A Transactions w/ Thor Legvold

In this episode of the M&A Guy podcast, host Brian Franco and guest Thor Legvold discuss the critical role of human capital in mergers and acquisitions (M&A). They explore how leadership, culture, and psychological alignment can significantly impact the success of M&A transactions. The conversation emphasizes the importance of exit planning, cultural readiness, and the […]