The Exit Plan Podcast Mergers and Acquisitions (ft. Jonathan Baker)
Jonathan Baker heads up the M&A practice at Punctuation, a small advisory practice working exclusively with small to mid-sized independent marketing services firms. He has worked on dozens of deals both inside and outside the industry and brings a unique perspective as a fellow owner who has gone through the process himself.
He graduated from Emory University's Goizueta Business School in 2005. His career began at a small boutique marketing strategy consultancy. There, he was able to do marketing strategy and positioning work for many well-known Fortune 500 CPG companies.
In 2011, he left to start a craft brewery, Monday Night Brewing, where his focus was on marketing, sales, and taprooms. After helping his business partners grow to 180+ employees and numerous locations, Jonathan stepped away from the day-to-day to head up the M&A practice at Punctuation.
Key themes included:
1. Importance of firm positioning and expertise
2. Recurring revenue for business stability
3. Business development processes and financial expertise
4. Emotional toll of M&A process
5. Early preparation for business sale
6. Role of intermediaries in M&A
7. Transparent and fair negotiation strategies
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Website: www.puntuation.com/
Email: jonathan@punctuation.com
On LinkedIn: www.linkedin.com/jonathandavidbaker/
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