mergers Archives - Business RadioX ®

Discussing Mergers and Acquisitions with Brett Bond of Regions Bank

July 1, 2022 by Mike

Orlando Studio

Discussing Mergers and Acquisitions with Brett Bond of Regions Bank

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A new podcast series, “Regions Business Radio Orlando”, covers financial topics such as banking and lending, mortgages, wealth management, and more, while also introducing you to many of the top executives with Regions Bank in the Orlando market.

Hosted by Scott Wall, Commercial Banking Leader with Regions, all episodes of “Regions Business Radio Orlando” are available for download on Apple iTunes, iHeartRadio, Spotify, Google Podcasts, or wherever you enjoy your favorite podcasts.

Brett Bond/Regions Bank

Mergers and acquisitions (M&A) is a general term that describes the consolidation of companies or assets through various types of financial transactions, including mergers, acquisitions, consolidations, tender offers, purchase of assets, and management acquisitions. This process combines two companies into one. The goal of combining two or more businesses is to try and achieve synergy – where the whole (new company) is greater than the sum of its parts (the former two separate entities).

Mergers occur when two companies join forces. Such transactions typically happen between two businesses that are about the same size and which recognize advantages the other offers in terms of increasing sales, efficiencies, and capabilities. The terms of the merger are often fairly friendly and mutually agreed to and the two companies become equal partners in the new venture. Acquisitions occur when one company buys another company and folds it into its operations. The end result of both processes is the same, but the relationship between the two companies differs based on whether a merger or acquisition occurred.

About Regions:

Regions Financial Corporation (NYSE:RF), with $145 billion in assets, is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. Regions serves customers across the South, Midwest, and Texas, and through its subsidiary, Regions Bank, operates approximately 1,400 banking offices and 2,000 ATMs. Regions Bank is an Equal Housing Lender and Member FDIC. Additional information about Regions and its full line of products and services can be found at www.regions.com.

This information is general in nature and is provided for educational purposes only. Regions makes no representation as to the accuracy, completeness, timeliness, suitability or validity of any information presented and Regions does not accept liability for any direct or indirect loss stemming from the application of any material. Information provided and statements made by employees of Regions should not be relied on or interpreted as accounting, financial planning, investment, legal or tax advice. Regions encourages you to consult an appropriate professional concerning your specific situation and irs.gov for current tax rules.

Mergers and Acquisitions E49

April 14, 2021 by Karen

Phoenix Business Radio

Mergers and Acquisitions E49

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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.

We’re not just any benefits consulting firm, we’re GBS. We have nearly 30 years of experience in group benefits, a strong sense of purpose and it shows.

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

CRN-3541015-040821

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Pitfalls to Avoid When Buying a Business E36

January 13, 2021 by Karen

Phoenix Business Radio

Pitfalls to Avoid When Buying a Business E36

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Pitfalls to Avoid When Buying a Business E36

In this episode, Domenic Rinaldi of Sun Acquisitions and K2 Adviser shares real world knowledge on how to prep to buy a business and things to be aware of when selling a business.

If you are in the market for, or think you want to be in the market for buying a business, tune in to hear Domenic’s advice and gain access to the tools that their company provides to help you avoid common pitfalls.

Sun Acquisitions is a mergers and acquisitions advisory firm and has developed a fully integrated process that helps our clients evaluate all of their options. Our approach starts with an in-depth analysis and planning session so that you can make the right decision regarding the contemplated sale or acquisition. We work with businesses across all industry sectors with annual sales between $2 to $50 million dollars.

Most of all, we understand the importance of having your transaction handled by experts. Our certified M&A advisors are all experts at transactions and know how to help our clients achieve their desired outcome.

As owner and managing partner of Sun Acquisitions, Domenic Rinaldi helps clients buy and sell businesses across a variety of industries. Since 2005 he’s been personally involved in over 300 transactions for businesses with enterprise values of $2 million to $50 million.

Recognizing many business owners didn’t understand the full requirements of successful exit, acquisition and scaling processes, he founded K2Adviser. The mission – educate business owners and buyers so they can maximize transaction benefits and minimize transaction risks.

Domenic’s an industry-recognized expert who frequently shares his hard-earned knowledge from the stage, in print and over the airwaves – including as host of the popular M&A Unplugged podcast.

Connect with Domenic on LinkedIn and Twitter and follow Sun Acquisitions on Facebook.

About Your Hosts

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

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.

We’re not just any benefits consulting firm, we’re GBS. We have nearly 30 years of experience in group benefits, a strong sense of purpose and it shows.

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Michael Horwitz with The CBA Group

March 14, 2018 by Mike

North Fulton Business Radio

Michael Horwitz with The CBA Group

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Michael Horwitz/The CBA Group

With Michael Horwitz and The CBA Group, you are represented by outstanding, experienced and knowledgeable professionals who will provide you with sound financial, strategic and tactical advice to best achieve a successful transaction. The CBA Group has been helping business owners for over 17 years. The CBA Group brokers have over 175 years of collective business experiences.

Michael’s business experiences include senior management roles in Fortune 500 corporations to leadership positions with venture capital-backed high tech start-ups. Michael also brings small business knowledge through his seven years of owning and operating an independent bicycle shop in Alpharetta where he has lived and worked for the past 22 years.

Tracy Stowell with The Rhoads Group and Grant Brim with Brim Law

September 5, 2017 by Mike

North Fulton Business Radio

Tracy Stowell with The Rhoads Group and Grant Brim with Brim Law

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Tracy Stowell/The Rhoads Group

The Rhoads Group is an independent insurance agency in Cumming, GA. They are able to find the best rates on the market for your home/auto/life and business insurance needs. Their mission is to help busy people reduce cost, increase coverage, and ultimately achieve peace of mind. Since they are independent, The Rhoads Group is free to match your needs with the insurance company that best fits them. This means receiving excellent coverage, at the most competitive price.

Grant Brim/Brim Law

Grant Brim is an attorney and the owner of Brim Law Firm. Grant specializes in business law. From business formation and the preparation of organization documents to employment manuals, employment agreements, expansion (mergers or acquisitions), and general counsel, Grant has the knowledge and experience needed to serve small and medium sized business as a trusted advisor. Grant has been named a rising start in the legal community by Super Lawyers Magazine for three consecutive years.

Health Insurance Mergers – Top Docs Radio

November 16, 2015 by angishields

Top Docs Radio

Health Insurance Mergers - Top Docs Radio

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Medical Association of Georgia — Donald Palmisano Jr.

Health Insurance Mergers

On this week’s episode I continued my monthly series with Medical Association of Georgia. MAG CEO, Donald Palmisano, Jr., and MAG delegate from Bibb County, Dr. John Rogers joined me in studio to talk about the challenges and concerns arising from recently-proposed mergers between large health insurance companies that will significantly reduce amount of competition in the space for Georgians to choose from.

Aetna/Humana and Anthem/Cigna are in the process of merging. At the same time, health insurers are offering insurance policies to the public that do not have adequate coverage resulting in more out of network charges by physicians.

Aetna/Humana and Wellpoint/Cigna have proposed mergers in the health insurance market. If these inadequate policies are being offered in the current environment, MAG is concerned about how patients will be negatively impacted with a further narrowing of the networks and increased physician reliance on out of network charges.

MAG recently sent a letter to the U.S. Department of Justice to call for it to scrutinize the mergers for antitrust violations.

MAG believes the mergers would reduce competition and place physicians and their patients at an even greater disadvantage as a shrinking number of health insurance companies gain increasingly-dominant positions in the marketplace.

The new Aetna (58 percent) and Anthem (30 percent) entities would control nearly 90 percent of the individual market in Georgia. In the small group market, Aetna would control more than 49 percent, while Anthem would control more than 33 percent. Each new company would control about 26 percent of the Medicare Title XVIII marketplace. And for large group market, Aetna would control more than 12 percent while Anthem would control nearly 55 percent.

Physicians have little-to-no leverage to negotiate contract terms with these multi-billion dollar conglomerates – which are imposing take-it-or-leave it agreements and unilateral, mid-term amendments with growing impunity.

Gone unchecked, a few insurers will be in a position to manipulate the marketplace to institute policies that will exacerbate the physician shortage and undermine the economic viability of the practice environment in the state and limit the accessibility of care and individual patient choice.

Georgia Department of Insurance has expressed concerns that the Aetna/Humana merger would violate Georgia’s standards for competition. Specifically, DOI has shared that the Aetna/Humana merger may violate Georgia’s competitive standard in the individual, small group, and Medicare Title XVIII markets while raising concerns of substantially reduced competition in the large group market.

More than 30 percent of the physicians in Georgia who participated in a survey that MAG conducted in the last several months said that they believe that the Aetna/Humana merger would threaten the long-term viability of their practice.

Special Guests:

Donald Palmisano, CEO, Executive Director of Medical Association of Georgia

JD Law, Loyola School of Law
Board of Directors, Physician Advocacy Institute
Medical Payment Subcommitte Member, State Board of Workers’ Compensation
Treasurer, Board of Directors, Physicians’ Institute for Excellence in Medicine
Former Director, Government Relations/General Counsel/Director, GAMPAC

Dr. John Rogers, Co-Medical Director, Coliseum Northside Hospital

Member, Board of Directors, Bibb County Medical Society
Vice President, American College of Emergency Physicians
Doctor of Medicine, University of Iowa Carver College of Medicine
Residency, Medical Center of Central Georgia

THE EVOLVING ROLE OF A CFO – Ed Cordell

October 1, 2014 by Mike

On the Money

THE EVOLVING ROLE OF A CFO - Ed Cordell

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Ed Cordell discusses growth companies, business funding and the evolving role of CFO’s with Joe Moss, the president of Embassy National Bank.

Ed Cordell/CFO

Ed Cordell has been a financial leader for several growth-oriented companies in the Atlanta area over the past 20 years. In these capacities, he has developed successful financial strategies for rapid growth. This included mergers and divestitures, business planning, risk management and financial modeling in both private and publicly traded high-growth and high-tech companies.

The operations of small to mid-sized companies can always be more efficient through improved finance management, cost control, and employee compliance. Developing and inspiring high performing, multi-cultural teams, effectively partnering with business leaders and sponsoring change within the organization is key to the improvements. Ultimately, value creation and client satisfaction are key to the success of any business, large or small.

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On the Money focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. On the Money also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, On the Money airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

Does Leadership Influence the Success of M&A Deals?

April 9, 2013 by angishields

Global Leader Radio

Does Leadership Influence the Success of M&A Deals?

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Does leadership influence outcomes in the dynamic environment of mergers and acquisitions? Should leaders consider more than “just the numbers” when forecasting the success of a deal? Host Alvin C. Miles interviewed Ferrell Coppedge as he provided his professional opinions to these questions and more in this edition of Global Leader Radio!™.

Here are seven takeaways from our discussion:

Managers manage business, leaders achieve turnarounds!
Good leaders surround themselves with developing leaders.
You have to do more than communicate the message, you have to believe it!
There are certain communications that should only take place face-to-face.
Charisma is important for leaders but cannot stand alone.
You can undermine the heart of an organization by overstepping your bounds.
Be careful of isolating yourself, stay connected!

Listen in as Ferrell explains the impact of leadership in the dynamic world of mergers and acquisitions. Add his ideas to your leadership toolkit to help increase YOUR influence. Leadership IS a conversation!

Ferrell Coppedge/ Western Region President, Regions Business Capital

Ferrell Coppedge’s experience spans over 35 years both in financing leveraged buy-outs and also doing restructurings and turnarounds, in and outside of bankruptcy. His focus has been in the middle market with company portfolios in the range of $50 Million to several Billion dollars in revenue.

Prior to joining Regions in 2008, Mr. Coppedge was Division President with Bank of America, managing the Southeast and Central Divisions as well as the International Trade Finance Group for Bank of America.

Ferrell and his wife Elizabeth founded Project 82 Kenya Inc. in 2009. This is a 501c3-registered, non-denominational Christian charitable organization. Project 82 partners with Kenyans to minister physical, spiritual and educational needs of orphans.

Mr. Coppedge holds BA and MBA degrees from Georgia State University with a concentration in Management and is a native of Atlanta.

Contact Ferrell: (404) 783-2895 , ferrell.coppedge@regions.com

Which Book Has Most Impacted Your Leadership Ability?

Ferrell:

Elizabeth Gordon interviews Joy Johnson – Partner and Co-Founder, GrowthMindset and CEO, The Mills Group

February 17, 2010 by angishields

Chic Perspectives

Elizabeth Gordon interviews Joy Johnson - Partner and Co-Founder, GrowthMindset and CEO, The Mills Group

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In this Chic Perspectives episode I talked to Joy Johnson – Partner and Co-Founder, GrowthMindset and CEO, The Mills Group

Joy Johnson is a seasoned executive, business owner and certified business coach with ActionCOACH. She has a proven track record of driving revenue growth of multi-site operations, startups and mergers and acquisitions. In this interview Joy explains how business owners can get their business to work without them. She addresses the fundamental flaw in most small businesses and gives business owners practical advice on how they can be more strategic as they build their company. Listen to Joy’s Chic Tip.