M&A Talk: #1 Podcast on Selling a Business

For Experienced Sellers: Rethinking the M&A Auction Process -- A Wealth Management Perspective

Aug 6, 2024
Guest
Allen Darby
In this insightful discussion, Allen Darby, a wealth management expert, reveals how his firm prioritizes cultural fit in M&A transactions. He critiques the traditional auction process, advocating for a more personalized matchmaking approach. The conversation delves into the importance of soft factors and human insight in valuation, stressing that understanding relational dynamics can lead to more favorable outcomes. Darby also shares his innovative scoring system for buyer compatibility, aiming to redefine success in merging businesses.
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Episode notes
1
Intro
00:00 • 2min
2
Navigating Wealth Management Auctions
01:46 • 10min
3
Rethinking M&A Auctions: Emphasizing Cultural Fit and Deal Advocacy
12:10 • 3min
4
Navigating Cultural Fit in Wealth Management M&A
15:10 • 12min
5
Understanding M&A Evaluation: Algorithms and Human Insight
26:40 • 3min
6
Navigating the M&A Process: From Matchmaking to Introduction
29:17 • 3min
7
Navigating M&A Auctions: Aligning Buyers and Sellers
32:03 • 23min
8
Incorporating Buyer Perspectives in M&A Advisory
55:04 • 3min