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Masters in Small Business M&A - Podcast

Masters in Small Business M&A

Welcome to the “Masters in Small Business Mergers and Acquisitions podcast.” I am your host, Peter Lehrman, and I’m the Founder and CEO of Axial (www.axial.net), a trusted online platform for business owners & their M&A advisors to use to safely and intelligently explore and execute capital raises, acquisitions, and exits with strategic buyers or professional financial sponsors.

How To Education Investing Business
Update frequency
every 31 days
Average duration
58 minutes
Episodes
26
Years Active
2023 - 2025
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Furniture Industry M&A with Bo Stump

Furniture Industry M&A with Bo Stump

Today’s guest is Bo Stump, a partner at Stump & Company, a family-owned third-generation M&A advisory firm based in Charlotte, North Carolina. 

The folks at Stump & Company are among the most trusted…

00:58:28  |   Tue 09 Sep 2025
Nick Huber’s journey from college entrepreneur to RE Acquirer back to full time CEO; a case study in entrepreneurial private equity

Nick Huber’s journey from college entrepreneur to RE Acquirer back to full time CEO; a case study in entrepreneurial private equity

Today’s guest is Nick Huber, founder and owner of Bolt Storage and current CEO of Somewhere.com, a worldwide staffing business acquired in 2024. 

Nick joins Peter to discuss the formative acquisition…

00:54:09  |   Thu 12 Jun 2025
From Apollo & Viking to the Gritty Lower Middle Market. Building Tucker’s Farm with Kyle Tucker

From Apollo & Viking to the Gritty Lower Middle Market. Building Tucker’s Farm with Kyle Tucker

On today’s episode, Kyle Tucker, founder of Tucker’s Farm Corporation, joins Peter Lehrman to share his journey from big league private equity and hedge fund land to creating a unique investment plat…

00:52:18  |   Tue 13 May 2025
Investing in Bootstrapped Vertical Market Software: A Conversation with Lance Fenton

Investing in Bootstrapped Vertical Market Software: A Conversation with Lance Fenton

Today’s guest is Lance Fenton, a Partner at Serent Capital, a private equity fund investing in bootstrapped vertical market software businesses. In this episode, Lance breaks down Serent’s software i…

00:59:23  |   Thu 10 Apr 2025
The Shifting EtA Landscape: The Rise of Self-Funded Search with HBS Professors Royce Yudkoff & Richard Ruback

The Shifting EtA Landscape: The Rise of Self-Funded Search with HBS Professors Royce Yudkoff & Richard Ruback

This episode features guests Royce Yudkoff and Richard (Rick) Ruback, co-authors of the Harvard Business Review Guide to Buying a Small Business, and professors at Harvard Business School (HBS). Royc…

00:57:02  |   Thu 06 Mar 2025
Hagan Kappler is building Daisy, a Rollup & Franchisor in Smart Home Services

Hagan Kappler is building Daisy, a Rollup & Franchisor in Smart Home Services

Do you love your home “IT and AV guy”? We didn’t think so.  

In this episode, Peter Lehrman sits down with Hagan Kappler, co-founder of Daisy, an emerging national player leader in home technology in…

00:53:37  |   Thu 30 Jan 2025
Building a Consequential Investment Bank with Adam Breslawsky

Building a Consequential Investment Bank with Adam Breslawsky

In this episode, Peter Lehrman sits down with Adam Breslawsky, founding partner and managing director of lower middle market investment bank Oberon Securities. Adam shares Oberon's origin story, deta…

00:57:57  |   Tue 07 Jan 2025
Start Local, Go National: Sam Rosati’s Journey in Commercial Fencing M&A

Start Local, Go National: Sam Rosati’s Journey in Commercial Fencing M&A

In this episode, Peter Lehrman sits down with Sam Rosati, founder of Pursuant Capital and the original sponsor of Perimeter Solutions Group (PSG), to explore his approach to scaling a single commerci…

00:40:32  |   Thu 05 Dec 2024
Building Garden City: Michael Arrieta on People-First Business

Building Garden City: Michael Arrieta on People-First Business

In this episode, Peter Lehrman sits down with Michael Arrieta, founder of Garden City, to discuss his unique journey from a successful career in tech with companies like DocuSign to founding a people…

01:00:25  |   Thu 26 Sep 2024
Ryan Sullivan, North Park Group -- the Ultra Long View on U.S. Manufacturing

Ryan Sullivan, North Park Group -- the Ultra Long View on U.S. Manufacturing

Today’s conversation is with Ryan Sullivan, Managing Director and Co-Founder at North Park Group (https://northparkgroup.com/), a Chicago-based private investment firm focused on acquiring and operat…

00:58:38  |   Thu 15 Aug 2024
Tom Barber on the Design of Winning Private Equity Firms

Tom Barber on the Design of Winning Private Equity Firms

Today’s conversation is with Tom Barber, Co-Founder and Managing Partner at SBJ Capital (https://www.sbjcap.com), a California-based private equity firm investing into the consumer and business servi…

00:52:38  |   Thu 18 Jul 2024
Marshall Lockton: from family business to family office to acquisition #1

Marshall Lockton: from family business to family office to acquisition #1

Today’s guest is Marshall Lockton. Marshall spent 15 years in sales, sales strategy and sales training roles within his family’s storied private insurance brokerage business (Lockton) before leaving …

00:45:23  |   Tue 04 Jun 2024
Rafa Quinn - Building A Diversified Lower Middle Market Holding Company

Rafa Quinn - Building A Diversified Lower Middle Market Holding Company

Today’s guest is Rafael "Rafa" Quinn, co-founder and President of Alternative Holdings, a diversified holding company with subsidiaries in food services, retail, industrial sales, and business proces…

00:56:23  |   Tue 21 May 2024
Private Credit Arrives in the Lower Middle Market: A Conversation with Bridgepoint’s Matt Plooster

Private Credit Arrives in the Lower Middle Market: A Conversation with Bridgepoint’s Matt Plooster

Today’s guest is Matt Plooster, founder and CEO of Bridgepoint, a boutique investment bank based in Omaha, Nebraska. We start the conversation with a background on private credit and its origins. Fro…

01:00:42  |   Thu 04 Apr 2024
Bob Falahee’s Founder’s Journey: 15 years Building SunPro Motorized Awnings & Screens from Day 1 to a Strategic Exit

Bob Falahee’s Founder’s Journey: 15 years Building SunPro Motorized Awnings & Screens from Day 1 to a Strategic Exit

In this episode, we interview Bob Falahee, the recently exited founder of SunPro Motorized Awnings & Screens.  

Bob’s entrepreneurial origin story starts in Michigan, where he was a sales leader for …

01:12:20  |   Tue 19 Mar 2024
28 Years and Counting at The Top of the LMM: A Conversation with Mangrove Equity's Glenn Oken

28 Years and Counting at The Top of the LMM: A Conversation with Mangrove Equity's Glenn Oken

In this episode, Glenn Oken, Managing Director at Mangrove Equity Partners, sits down with host Peter Lehrman to discuss the evolution of Small Business M&A, from the late ‘80s to present day. 

The c…

00:58:54  |   Wed 31 Jan 2024
The 4 Types of Business Brokers and How to Win Them Over: a Master Class with Clint Fiore

The 4 Types of Business Brokers and How to Win Them Over: a Master Class with Clint Fiore

Today’s guest is Clint Fiore, a small business operator turned M&A broker and the President of Bison Business, a Texas-based business brokerage transacting in both Main Street deals and the lower mid…

01:16:02  |   Tue 02 Jan 2024
A hero’s journey: Mike Botkin and the OneOutdoor Holdings journey from start to exit.

A hero’s journey: Mike Botkin and the OneOutdoor Holdings journey from start to exit.

In this episode, Mike Botkin, founder and CEO of OneOutdoor Holdings sits down with Peter Lehrman. The conversation starts with the OneOutdoor Holdings origin story (hint: Mike was in bed at the time…

01:05:36  |   Tue 07 Nov 2023
Due Diligence and the Art of Preventing the Broken LOI

Due Diligence and the Art of Preventing the Broken LOI

Today Peter Lehrman speaks with Emily Holdman, the Managing Director at Permanent Equity, about the intricacies of due diligence. The conversation delves into the importance of creating a powerful di…

00:56:19  |   Tue 10 Oct 2023
Family-Owned and Acquisitive: 7 Acquisitions in 7 years

Family-Owned and Acquisitive: 7 Acquisitions in 7 years

In today’s episode, Peter Lehrman sits down with Chris Gallagher, CEO of Gallagher Fluid Seals, a family-owned distributor and manufacturer of fluid sealing products. Chris worked in the family busin…

00:59:40  |   Tue 05 Sep 2023
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