Experiencing an M&A Transaction Process for the First Time [PODCAST]

Spencer Gerberding joined Joe Hellman, host of The Transaction Abstract and partner at Redpath and Company, to talk about his personal experience—and what he learned—going through an M&A transaction process with his extended family and their business.

Like many individuals going through a transaction for the first time, Spencer had limited knowledge of the process and what it would demand from him—from estate planning considerations to assembling a team of advisors to navigating family dynamics over the course of 3-4 months.

LISTEN TO THE PODCAST:

In Spencer’s case, there was an offer to buy on the table prior to his involvement, and working with an investment bank was not an option that he and his family entertained at the time due to the transparency of the process from both the buyers and sellers. Fortunately for all parties, the transaction terms remained consistent throughout the deal process—which is not always the case. However, they still had to move fast to due to unforeseen circumstances and ultimately had to make many decisions on the fly.

Find out what they learned from the process, what they would have done differently, and how they overcame the challenges of bringing the transaction to a successful close.

If you'd like more information about what to expect from the the transaction process, you can reach out to Joe Hellman here.