Mergers and Acquisitions E49
This was a great show with Iliya Zogovich of DBD Partners. Iliyah discusses in clear and understandable terms the process of mergers and acquisitions and the approach his team takes with the lower and middle markets. His current outlook is that this market is not slowing down and will continue to be one of the biggest growth strategies of equities.
Find out what DBD Partners looks for in a business. In summary, Information, Control and Quality are the most important factors, with the deal killers being delusional owners and selling to get rich. Tune in the full episode to be as impressed with Iliyah as the Tycoons are and to learn a little bit about mergers and acquisitions.
DBD Partners is a leading independent Investment Bank focused on providing strategic advice In Mergers and Acquisitions, Financial Restructuring, Capital Formation, and Corporate Finance to middle market companies. We provide our clients with boutique investment banking service and bulge bracket bank process.
DBD Partners is the result of a spin off from ONEtoONE Corporate Finance USA, an International lower middle market focused Investment Bank head quartered in Europe. Before spinning off and forming DBD Partners, Mr. Zogovic launched the US Division of ONEtoONE and grew it to become the most profitable branch of the bank in under four years.
DBD Partners focuses on finding the optimal solutions for our clients’ most difficult strategic issues. In any transaction, making the right decision requires experience, determination, and creativity. We excel at helping our clients navigate complicated business landscapes by uncovering hidden value and presenting opportunities. Our expert bankers advise our clients on how they can unlock the highest potential value of their companies. We believe our people are our greatest asset, so we bring together the brightest individuals to deliver the highest level of execution to our clients. With decades of experience, our professional team has an unparalleled track record of navigating through complex obstacles and providing exceptional results.
At DBD Partners we believe that the key to attaining success for our clients stems from our eagerness to approach extreme challenges with technical skill, tenacity, and creativity. Therefore, we have adopted the mountain designation for Double Black Diamond as our namesake.
Prior to co-founding DBD Partners, Iliya Zogovic was the Chief Executive Officer of ONEtoONE Corporate Finance USA, an international investment bank focused on the lower middle market and headquartered in Europe. Mr. Zogovic launched the US division of ONEtoONE and grew it to become the most profitable branch of the bank in under four years. Prior to joining ONEtoONE, Mr. Zogovic was the President and CEO of EMG / GSP, one of the largest sales and marketing organizations in Mexico and Central America. Mr. Zogovic grew this company from a small, local business into an international company with over 10,000 employees. Mr. Zogovic also co-founded and managed a financial services business in Mexico before moving to the USA.
Mr. Zogovic is an advisor to several businesses as well as non-profit organizations. He is an active member of the Young Presidents’ Organization’s (YPO) Greenwich Chapter, a Founding Member of the NY Liberty Chapter where he serves as Treasurer, and he is the former Learning Officer of the Organizations Global Financial Services Network. Mr. Zogovic is the Secretary of the USA – Mexico Chamber of Commerce Board.
Mr. Zogovic is an ultra-endurance athlete; he has completed 5 Ironman races, and several triathlons and ultramarathons. He is an avid backcountry and big mountain skier. Mr. Zogovic studied Mechanical Engineering in Mexico and received his post-graduate education from Harvard Business School.
Connect with Iliya on LinkedIn.
About the Show
Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts, Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.
About Your Hosts
Austin Peterson is a Comprehensive Financial Planner and owner of Backbone Financial in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.
He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.
After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter.
Austin and his wife of 21 years, Robin, have two children, AJ (19) and Ella (16) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.
Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.
Landon Mance is a Financial Planner and founder of YourFuture Planning Partners out of Las Vegas, Nevada. His firm came to life in 2020 after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”
Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of YourFuture Planning Partners to help business owners and their families. At YourFuture, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.
In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, YourFuture Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners.
Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”
Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.
Connect with Landon on LinkedIn.
About The Tycoons of Small Biz Sponsor
Whether you’re an established local company, or a brand new start-up, you can count on GBS to be a part of your family.
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Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Financial and Your Future Planning Partners are marketing names for registered representatives of Lincoln Financial Advisors
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