Vaughn McCrary, a Founders Advisors, discusses the process of engaging founder-owned businesses and the differences between investment banking and their niche approach. We use the Medtherm transaction discussed in the first episode as a reference to the conversation. He highlights the importance of building relationships with clients and helping them prepare for a transaction. Vaughn also shares common mistakes made by founders and the timeline of a typical transaction. He emphasizes the significance of choosing the right partner and the role of storytelling in presenting a company to potential buyers. Vaughn concludes by discussing the workload and effort required from owners during the transaction process and provides insights into the market outlook for 2024.
Vaughn McCrary, a Founders Advisors, discusses the process of engaging founder-owned businesses and the differences between investment banking and their niche approach. We use the Medtherm transaction discussed in the first episode as a reference to the conversation. He highlights the importance of building relationships with clients and helping them prepare for a transaction. Vaughn also shares common mistakes made by founders and the timeline of a typical transaction. He emphasizes the significance of choosing the right partner and the role of storytelling in presenting a company to potential buyers. Vaughn concludes by discussing the workload and effort required from owners during the transaction process and provides insights into the market outlook for 2024.