M&A Talk (Mergers & Acquisitions), by Morgan & Westfield cover image

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

What is it like selling to a private investor?

May 31, 2024
39:39

View the complete show notes for this episode.

In an M&A world dominated by PE firms and family offices, there are a few private investors who march to their own beat when it comes to looking for companies to buy. Rami Cassis is one such investor, and he shares his insights into what he looks for when acquiring a company and offers tips on common mistakes that sellers make. This candid conversation covers what appeals to a private investor, the differences between working with a PE firm, and the critical nature of chemistry in M&A transactions. 

What you’ll learn

  • Types of Buyers: Learn about the differences between a family office, private equity, and private investors.
  • Chemistry: Consider the importance of chemistry in M&A relationships from the initial meeting with a buyer through final integration.
  • Tips on Private Equity: There are pros and cons to consider before selling to a private equity firm.

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