Continue the discussion we have at our conferences! Sign up and take M&A Source home with you!

War Stories Episode 3 | Robert Margeton with Carey Sobel

Never rely on just one buyer. That’s the lesson behind some of the best outcomes in lower middle market M&A.

In this episode of War Stories, Robert Margeton of Ryco Advisors joins Carey Sobel to share how a structured bid process keeps leverage with the seller. He walks through one deal where a seller’s favorite buyer backed out after the management meetings, leaving only two bidders standing, and why that process still led to a strong close.

Watch the full conversation for the kind of insight you only get from years in the deal room.

#MASource #WarStories #BusinessAdvisor #MandA #LowerMiddleMarket #BidProcess

War Stories is M&A Source’s video series where experienced advisors share the real challenges, unexpected twists, and hard-earned lessons behind successful transactions.

Leave us a Voice Message