Truly stellar video. I have never heard anyone break down the psychology of sell-side mergers & acquisitions like this before. Please make more of these! This is the best M&A breakdowns I've ever heard.
Ive been through three acquisitions in the past 4 years. The accuracy and depth of the information here is excellent. I think this is better tha masterclass as the knowledge is more distilled. Should be required watch for all biz students.
Truly amazing. Even though I've done tons of M&A deals as financial advisors, there are still a lot to learn from the video. Love it and thank you for sharing
I have done a lot of acquisitions as buyer, but now going through the seller side. Its like knowing offense and defense in sports. Knowing both sides objectives gives you the better understanding of how to play. Rather than specializing on just one side.
Amazing video. I would imagine any business owner pondering a potential sale would not hesitate to pick up the phone and call Potomac immediately after watching this video. Brilliant
This video is incredible and very legit. People should take notes on this video. This is a video where the video per se is very good (production), elegant, but the script and the content? It is really stellar. In TH-cam I have not found something like this and I do this daily. This is granular and very valuable for operators, managers, owners, managers, deal makers (junior up to medium experienced // more experienced will have their own book and secret sauce).
@@POTOMACTV Yeah, I was lucky to have few worldclass professors such as Matt mcbrady who was CIO at BlackRock and few others at Darden, but the negotiation aspect was untouched and this video portrayed negotiation as a subtle science. And the cinematography was also made it very impactful. Thank you. Would love to similarly more content..how about breaking into PE damn I have graduated and it's been 6 months still cannot get interviewa
This is nice. Thanks for the content and the time to create it. Helps understand M&A but also broader sell side/buy side psycologies, tactics and strategies. One to bookmark.
I've watched thousands of videos on the subject of buis dev, marketing, scale, and so on... This video; the delivery, the message, the flow, it's spot on. Great, great, great work here 👍👍
@@POTOMACTV I think structure of an effective teaser deck and the confidential information memorandum. Could be an interesting as it’s one of the main elements to the process.
I watched this, the quality in this video is exceptional. The M&A Process explained well enough to see what happens in the Enterprise or Level behind the scenes. - Thanks for posting.
Great video. Before 2023, when money was cheap, I was surprised by how lazy sell-side advisors became. Now that money is expensive, sell-side professionals need more skills to successfully deliver the deal.
Paul, this is amazing. So refreshing to have somebody with your level of experience on the platform. I would love to hear more about your story when you first started - transitioning from IB to PE to starting your own firm, and the lessons you learned along the way. In the meantime, I have two years of your videos to catch up on.
Brandon, we are so glad enjoyed it. We will be sure to have Paul make a film that dives into the background of his career. Let us know what other M&A topics we should cover.
Hell of a session! Would love to see sector specific sell-side business transactions, preferably MSP space. Thankyou Paul for sharing your invaluable wisdom.
most of the time both competition and necessity are being created artificially .. you can either win or lose depends on which side of the table you sit ..
Paul, you're a legend. I learned more in this video than the dozens of hours I've poured into books, conversations with advisors, etc. Only critical feedback - While the number of women who are planning for an exit may be low compared to men - we exist. A few of your comments (albeit unintentional I am sure) were a little over the top bro-y, masculine energy ...particularly the dating references. Regardless, top notch knowledge and insights dropped here, thank you.
I am currently going through an M&A as a professional working in a business on a seller side. Wish I came across this video about a year ago and could have done things a bit more differently managing expectations on both sides. Most small business professional management teams need to manage buying and selling of the businesses that they work for purely for raising capital. It would be great to have a session dedicated to professionals and advice for them to manage such a process
Epic is an understatement. Fantastic masterclass. Biggest takeaway is controlling the process is the key to maintaining leverage throughout. I absolutely love creating deadlines and providing a set of rules for acquirers to abide by in order to maintain that leverage and maximize exit value as like you said the price of a business is not in a tag but arrived at the negotiating table. I am in the process of acquiring a company. I am wondering if you guys can help with the buyer side.
@@POTOMACTV got it. What about the sell side for selling a vacation rental business generating $2M and another one of $5M in crops with about 20-30% NOI
The @45:00 mark about sellers who all of the sudden become condescending ass-holes when they sit down with the prospect…fricking hilarious! It’s almost like they all of a sudden offended that somebody wants to buy their business. So now pre-negotiations I warn each seller of the potential personality disorder that may erupt at the first negotiating table 😂
Building wealth involves developing good habits like regularly putting money away in intervals for solid investments. Financial management is a crucial topic that most tend to shy away from, and ends up haunting them in the near future. Putting our time and effort in activities and investments that will yield a profitable return in the future is what we should be aiming for. Success depends on the actions or steps you take to achieve it thats why making money is not the same as keeping it there is a reason why investments aren't well taught in schools, the examples you gave are well stationed, the market crisis gave me my first millions, people shy away from hard times, I embrace them.. well at least my advisor does lol.
Investors should be cautious about their exposure and be wary of new buys, especially during inflation. Such high yields in this recession is only possible under the supervision of a professional or trusted advisor.
This is superb! Information, as a noob it gets quite difficult to handle all of this and staying informed is a major cause, how do you go about this are you a pro investor?
I stopped trying to predict market outcomes based on chart studying after 3 years of uncertainty. Not having a mentor caused me 3 years of pain. I learned to follow the market's direction and keep it simple with discipline.
The adviser I'm in touch with is Annette Marie Holt . You can use something else, for me her strategy works hence my result. she provides entry and exit point for the securities I focus on.
There are sales master(s) in most industries. These sales educators have extension sales experience in their market industry. They have published and trained new sales admirers. In wall street and investment bank industry, there are lots of published sales gurus. How does one separate genuine industry sales educators from publisher profits?
A company being from EMEA would obviously affect the price, right? I’m from 🇿🇦 and a few years back Walmart bought Massmart and the valuation was wonky.
this is a great video. Can you work with businesses outside your normal focus area? If not can someone hire your form to help advise on which firm to contract that follows systems you outline..and perhaps contract your firm for those purposes?
Thank you. We’d love to help or point you in the right direction. Please write us at the link below and we will get in touch with you. potomaccompany.com/contact/
My biggest irk with ETFs is the lack of optimisation. Large changes in any given stock in the ETF can drag your portfolio down. But in general, ETF or not, I think the stock market isn't showing any sign of slowdown and I want to invest about $60k but I'm not so confident about my abilities yet.
I have greatly grown more than 45% this year already, though my FA has advised we diversify going forward. But safe to say a growing market does not always mean that the economy is smooth-sailing, but yeah, we can as well enjoy while it lasts.
Rebecca Lynne Buie has always been on the top of my list..She is regarded as a genius in her area and well knowledgeable about financial markets. I highly recommend her
19:44 Interesting how you spent the last 10 minutes talking about competition leverage and then not expect the seller to go out and create a competitive buying environment for themselves. Don’t see how that is anything but smart.
Kurt, I think the greater point that Paul is making is what he goes to say from there. Introducing a formal process from the beginning, gives you the leverage without ending up having to backtrack in order to establish the leverage. Thank you for watching!
I think the point that Paul is making is that each of these metrics are somewhat subjective and the right process can heavily weigh the outcome if controlled correctly.
Truly stellar video. I have never heard anyone break down the psychology of sell-side mergers & acquisitions like this before. Please make more of these! This is the best M&A breakdowns I've ever heard.
Thank you, Marc. Let us know what other M&A topics you’d like Paul to make a film on. We are grateful for the feedback.
Thanks Marc, we appreciate your feedback
Paul is the best his production is top-notch
The cleanliness will cleanse all homes and neighborhoods
Q
The fact that this quality of video exists for free on TH-cam is incredible. Thank you 🙏🏻
You're very welcome!
Thank you!
Yup, big up!
This is true gold, the psychology , the detail , the high level thinking , All of it provides tremendous value.
Thank you so much for sharing that. Please let us know what other topics you’d like to see us make films about.
Thank you
I couldn’t thank you enough for this advice!
Excellent forensic layout of how it actually works to lead through the process
What a Masterclass. Goes to show just how much emotional detachment and psychological leveraging is needed to traverse IB and the sell-side processes.
Thank you for your feedback on this.
Ive been through three acquisitions in the past 4 years. The accuracy and depth of the information here is excellent. I think this is better tha masterclass as the knowledge is more distilled. Should be required watch for all biz students.
Thank you, Matt! Let us know what other topics we should tackle.
Well done. It's nice to see a video like this.
Prime quality stuff, restored my faith in investment bankers :)
Truly amazing. Even though I've done tons of M&A deals as financial advisors, there are still a lot to learn from the video. Love it and thank you for sharing
I have done a lot of acquisitions as buyer, but now going through the seller side. Its like knowing offense and defense in sports. Knowing both sides objectives gives you the better understanding of how to play. Rather than specializing on just one side.
We couldn’t have said it better!
Amazing video. I would imagine any business owner pondering a potential sale would not hesitate to pick up the phone and call Potomac immediately after watching this video. Brilliant
Hey thank you! So glad this was helpful for you.
That is high praise! We certainly believe in our ability to create tremendous value for our clients! 🙌🏼
Thank you!
Great vid, solid editing.
Much appreciated!
Props on editing too. I subd 5mins in. This was S tier content tip to tail
This was very informative, watched it in one sitting.
Pure gold! Truly a masterclass. Thank you for sharing
Absolutely epic video with the setup, editing, and content. Good work Paul.
We are so happy you enjoyed it, Brandon. Let us know what other topics we should cover.
Thank you
One hell of a presentation skill
Thank you for the video! Love how well spoken and articulated you are!
Thank you!
Love the psychology! I passed the CFA exams but haven’t worked in finance. Building better mental models!
Thank you, Brian!
This is very valuable. Thank you for the video.
This video is incredible and very legit. People should take notes on this video. This is a video where the video per se is very good (production), elegant, but the script and the content? It is really stellar. In TH-cam I have not found something like this and I do this daily. This is granular and very valuable for operators, managers, owners, managers, deal makers (junior up to medium experienced // more experienced will have their own book and secret sauce).
Thank you for the high praise, Fernando! We are glad to be filling the need.
this is so insanely well-produced. Feels like a Netflix production but you actually learn!
Thank you so much for the kind words, Andy. The quality level is in proportion to how much we value our viewers! Everything matters.
Incredible video! Such a great communicator
Glad you think so, Kyle! Tune in for more M&A content coming soon.
I cannot begin to tell you in how many ways this video has found the perfect time to find me
We are so glad to hear it!
Amazing! By far one of your best videos.
Thank you! Let us know what other topics Paul should cover.
Absolute masterclass this guy is a G
High praise! Thank you.
I needed to find this at this stage of life. Thank you!! 🙏
I've watched millions of videos. This guy painted a story In my head, had me feeling like I was in these rooms while they were negotiating
This channel will reach 1m subscribers. Great production value. Love the moon detail.
Wow, thank you! We care about all the details as we want our viewers to know we value them greatly!
I went to top 20 business Esade and Darden, this is better than what most professors are teaching. Insane
Thank you for your feedback. I am glad you enjoyed it.
High praise!… You have to ask yourself, why did they become professors instead of running game in the market place?
@@POTOMACTV Yeah, I was lucky to have few worldclass professors such as Matt mcbrady who was CIO at BlackRock and few others at Darden, but the negotiation aspect was untouched and this video portrayed negotiation as a subtle science. And the cinematography was also made it very impactful. Thank you. Would love to similarly more content..how about breaking into PE damn I have graduated and it's been 6 months still cannot get interviewa
This is nice. Thanks for the content and the time to create it. Helps understand M&A but also broader sell side/buy side psycologies, tactics and strategies. One to bookmark.
We are glad you enjoyed it!
Thank you
I've watched thousands of videos on the subject of buis dev, marketing, scale, and so on... This video; the delivery, the message, the flow, it's spot on.
Great, great, great work here 👍👍
Hey the dynamics of this video is well put together- Zen vibe with Quality Education and minimalism style production. Elite stuff. Can listen all day.
Much appreciated. Thank you for watching!
True Masterclass after watching the not to negotiate on your behalf video. I was hoping for something like this. Perfect!
Glad it was helpful! Let us know what other topics you would like us to make films on.
@@POTOMACTV I think structure of an effective teaser deck and the confidential information memorandum. Could be an interesting as it’s one of the main elements to the process.
I watched this, the quality in this video is exceptional. The M&A Process explained well enough to see what happens in the Enterprise or Level behind the scenes.
-
Thanks for posting.
Glad you enjoyed it! Let us know what other topics you’d like to see us make films about.
Thank you
The information in this video is GOLD!
Thank you so much! Glad you enjoyed it. Stay subscribed for more M&A films dropping soon.
Inspiring content for aspiring entrepreneurs. Success comes from smart decisions and dedication.
Excellent Smithers excellent 👌🏿 great presentation thank you I learned alot you've helped me to be a better negotiator.
Great to hear!
Thank you so much for this great presentation. Learned a lot
Glad it was helpful!
Great video. Before 2023, when money was cheap, I was surprised by how lazy sell-side advisors became. Now that money is expensive, sell-side professionals need more skills to successfully deliver the deal.
Well said!
Very interesting and elevating. Thank you ❤❤❤
Thank you
Paul, this is amazing. So refreshing to have somebody with your level of experience on the platform.
I would love to hear more about your story when you first started - transitioning from IB to PE to starting your own firm, and the lessons you learned along the way.
In the meantime, I have two years of your videos to catch up on.
Brandon, we are so glad enjoyed it. We will be sure to have Paul make a film that dives into the background of his career. Let us know what other M&A topics we should cover.
Thank you
@@POTOMACTV Could you do Buyside?
Truly epic, thanks for putting this out
Thank you! Stay tuned for many more m&a films.
This is an incredible video that also offers a lot of insight on the buy side
We are glad to hear it. Subscribe as we have a buy-side MasterClass coming very soon.
Hell of a session! Would love to see sector specific sell-side business transactions, preferably MSP space. Thankyou Paul for sharing your invaluable wisdom.
Great suggestion! More m&a content coming soon.
Fantastic video, animation, set quality, video quality 10/10 this should be on master class. 🔥🔥🔥 subscribed with the notification on
Wow, thanks! We are so glad to have you here!
That was fantastic and mind broadening! Thank you for this amazing video!
Glad you enjoyed it!
I’m only 35 seconds in and thumbs up
well presented and an inspiring master class.
Thank you! Let us know what other topics we should make films about.
This was incredible!
Thank you so much! Let’s us know what other topics we should make films about.
Thank you!
I thoroughly enjoyed your video .. how u structured it was amazing .. I wish I all the luck .. thanks
Damn 20 years experience crazy man
This video is amazing!
We are so glad you enjoyed it!
Thank you!
Fantastic video! 👏🏼
Such a great video. So detailed. Wish i could work with you but im on the other side of the table trying to own a business.
What an interesting presentation
Thank you
very good at sales
1:01:19 guy created the D.E.N.N.I.S. system of M&A.
We had to look this up! It’s always sunny at POTOMAC!
Your choice of background theme is excellent.
Thank you for that! A lot of thought goes into details such as music. Very grateful for your support, Brian!
Loved it.....
It feels illegal to watch this materclass free on youtube, thanku so much i am making my carrier in IB
So glad to have you along with us! Look for more m&a content soon.
most of the time both competition and necessity are being created artificially .. you can either win or lose depends on which side of the table you sit ..
Well done
Thank you for watching!
Paul, you're a legend. I learned more in this video than the dozens of hours I've poured into books, conversations with advisors, etc. Only critical feedback - While the number of women who are planning for an exit may be low compared to men - we exist. A few of your comments (albeit unintentional I am sure) were a little over the top bro-y, masculine energy ...particularly the dating references. Regardless, top notch knowledge and insights dropped here, thank you.
Thank you so much for the praise, Sheena! We are glad you got so much out of the film. Stay tuned for more M&A content.
I am currently going through an M&A as a professional working in a business on a seller side. Wish I came across this video about a year ago and could have done things a bit more differently managing expectations on both sides. Most small business professional management teams need to manage buying and selling of the businesses that they work for purely for raising capital. It would be great to have a session dedicated to professionals and advice for them to manage such a process
Glad it was helpful! Stay subscribed for more content on managing process.
Epic is an understatement. Fantastic masterclass. Biggest takeaway is controlling the process is the key to maintaining leverage throughout. I absolutely love creating deadlines and providing a set of rules for acquirers to abide by in order to maintain that leverage and maximize exit value as like you said the price of a business is not in a tag but arrived at the negotiating table. I am in the process of acquiring a company. I am wondering if you guys can help with the buyer side.
Thank you for the praise, Juan! We don’t do buy-side work but please stay tuned for content specific to buy-side strategy.
@@POTOMACTV got it. What about the sell side for selling a vacation rental business generating $2M and another one of $5M in crops with about 20-30% NOI
How does this only have 7k views? I'm only 10% of the way
Thank you for watching. Feel free to share it with others!
Can you do a Buyer-Side This great information
The buy-side companion to this one is in the works
The @45:00 mark about sellers who all of the sudden become condescending ass-holes when they sit down with the prospect…fricking hilarious! It’s almost like they all of a sudden offended that somebody wants to buy their business.
So now pre-negotiations I warn each seller of the potential personality disorder that may erupt at the first negotiating table 😂
You feel our pain, Gary!
Wow
great content but it would be great to learn more about the deals with companies that are failing or small and are still able to sell their businesses
Thanks for that suggestion. We will take a look for sure.
Building wealth involves developing good habits like regularly putting money away in intervals for solid investments. Financial management is a crucial topic that most tend to shy away from, and ends up haunting them in the near future. Putting our time and effort in activities and investments that will yield a profitable return in the future is what we should be aiming for. Success depends on the actions or steps you take to achieve it thats why making money is not the same as keeping it there is a reason why investments aren't well taught in schools, the examples you gave are well stationed, the market crisis gave me my first millions, people shy away from hard times, I embrace them.. well at least my advisor does lol.
Investors should be cautious about their exposure and be wary of new buys, especially during inflation. Such high yields in this recession is only possible under the supervision of a professional or trusted advisor.
This is superb! Information, as a noob it gets quite difficult to handle all of this and staying informed is a major cause, how do you go about this are you a pro investor?
I stopped trying to predict market outcomes based on chart studying after 3 years of uncertainty. Not having a mentor caused me 3 years of pain. I learned to follow the market's direction and keep it simple with discipline.
@@hasede-lg9hj Please pardon me, who guides you on the process of it all?
The adviser I'm in touch with is Annette Marie Holt . You can use something else, for me her strategy works hence my result. she provides entry and exit point for the securities I focus on.
i want to go into M and A, i have a bachelors in accounting and finance but i’m thinking a JD, could this work?
Nice video. Work with cpg brands? Or just local services
@potomactv
Thank you. Send us an email at info@potomaccompany.com and we can talk!
There are sales master(s) in most industries. These sales educators have extension sales experience in their market industry. They have published and trained new sales admirers. In wall street and investment bank industry, there are lots of published sales gurus. How does one separate genuine industry sales educators from publisher profits?
He seems really stoic that type of cool headed elites working in Wall Street
I just hadn't had my coffee yet. Thanks for the feedback, I appreciate it.
Paul is the real McCoy!
A company being from EMEA would obviously affect the price, right? I’m from 🇿🇦 and a few years back Walmart bought Massmart and the valuation was wonky.
What’s up the noises in the background?
Probably our clumsy producer, Dylan! We will publicly mock and shame him. Thank you for the feedback.
this is a great video. Can you work with businesses outside your normal focus area? If not can someone hire your form to help advise on which firm to contract that follows systems you outline..and perhaps contract your firm for those purposes?
Thank you. We’d love to help or point you in the right direction. Please write us at the link below and we will get in touch with you.
potomaccompany.com/contact/
@@POTOMACTV thank you..I will be in touch soon. great content! keep up the great work.
How do I get in touch with Paul Giannamore?
www.linkedin.com/in/paulgiannamore
can make a video on - how to start a business from scratch .
(zero money)
am asking you like a subscriber ❤😊
Great suggestion! We are actually going to be releasing in-depth entrepreneurial films later this year.
The video is so Trippy
We were aiming for hypnotic. 😉
Maybe I missed it. How do each of the buyers know there are other buyers bidding and you're not bluffing?
the background music is wayy to dramatic
Apologies for the music. We should have gone with the standard “Michaela brings the triplets home from the hospital” vibe.
Next time.
My biggest irk with ETFs is the lack of optimisation. Large changes in any given stock in the ETF can drag your portfolio down. But in general, ETF or not, I think the stock market isn't showing any sign of slowdown and I want to invest about $60k but I'm not so confident about my abilities yet.
I have greatly grown more than 45% this year already, though my FA has advised we diversify going forward. But safe to say a growing market does not always mean that the economy is smooth-sailing, but yeah, we can as well enjoy while it lasts.
Yeah, sometimes the smoke hides the reality. Anyway, any chance you could recommend who your financial advisor is? I have to ride the tide, too.
Rebecca Lynne Buie has always been on the top of my list..She is regarded as a genius in her area and well knowledgeable about financial markets. I highly recommend her
Thank you for the lead. I searched her site up and filled the form. I hope she gets back to me soon.
He seems nervous, not a natural speaker, but the content is accurate.
I was in the room. He’s not nervous, he’s very matter of fact in his delivery style.
19:44 Interesting how you spent the last 10 minutes talking about competition leverage and then not expect the seller to go out and create a competitive buying environment for themselves.
Don’t see how that is anything but smart.
Kurt, I think the greater point that Paul is making is what he goes to say from there. Introducing a formal process from the beginning, gives you the leverage without ending up having to backtrack in order to establish the leverage. Thank you for watching!
No. The price is formed by the market, including the impact of the cost of capital, residual value and the comparable, of course.
I think the point that Paul is making is that each of these metrics are somewhat subjective and the right process can heavily weigh the outcome if controlled correctly.
And he’s not talking about businesses.
then you haven’t met another business man