Lessons from 90+ Deals: Questex CEO, Paul Miller on Cultural Fit, Value Creation & Post-Close Audits

Lessons from 90+ Deals: Questex CEO, Paul Mil...

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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

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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