Episode 145 — M&A 103: A Three-Way Merger artwork
The Boardroom Buzz: Grow, Sell, or Exit

Episode 145 — M&A 103: A Three-Way Merger

  • S2E145
  • 44:29
  • September 14th 2023

‘Merge my business? … Are you suggesting that I work with my competitors?’ Maybe. Paul and Fat Pat respond to a question about mergers from FRAXN’s recent Moneyball event.

Step on in to hear if the “juice is worth the squeeze”. It’s a lot more than just getting potential shareholders on the same page. What does and doesn’t need to get unified before selling off the whole kit and caboodle? Despite Paul threatening to do a 40-hour episode, you know it would take longer than that for Fat Pat to grasp the fundamental concepts.

Is a merger really a merger? … What’s in a name? That which we call a merger by any other name would smell as sweet.

Audio Mixing and Editing by www.verbell.ltd

The Boardroom Buzz: Grow, Sell, or Exit

Boardroom Buzz is the straight-talk playbook for owners who built their service businesses from the crawlspace up and want to master the next move—whether that’s doubling down on growth or preparing for a life-changing exit.

Hosted by Jason & Jeremy Julio—“The Blue-Collar Twins” who turned a service-truck start-up into a multimillion-dollar success—and mentored by veteran deal-maker Paul Giannamore, the show turns boardroom finance into stories you’d swap over a tailgate. Expect 40-minute deep-dives that unwrap one real transaction and one valuation lever you can pull today, plus quick “Market Pulse” riffs that flag shifts every operator should watch.

If you’re a majority or significant-minority owner eyeing the $5 M–$100 M revenue range, tune in for gritty war stories, step-by-step tactics, and the confidence to choose your own endgame. New episodes every Thursday. Presented by POTOMAC M&A.