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TechExits

Author: (WFS) World Financial Symposiums

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The TechExits podcast is for Tech CEOs, founders and leaders in software and IT. On this podcast we’ll discuss best practices around Tech M&A; major trends and shifts driving the market; and the trials, tribulations, and victories of those who have successfully exited their tech companies.

Guest speakers include CEOs who’ve sold, Tech M&A experts and advisors, buyers and investors, and tech luminaries.

TechExits is produced by the WFS: World Financial Symposiums. World Financial Symposiums is an international organization dedicated to educating technology leaders on the current tech and financial landscape, helping them build strategies for growth and eventual exit.

The WFS is sponsored by Corum Group, the Global Leader in Tech M&A. With the most senior dealmakers leading the most successful tech M&A process in history, Corum has sold more software and related technology companies than anyone.
55 Episodes
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When the first M&A deal fell through for cybersecurity solutions provider CBI, former president and CEO Steve Barone bounced back with new learnings and a refined vision of his ideal buyer. After an optimal outcome, Steve is traveling the world with his family and shaking things up in the cocktail bar industry. Listen in for Steve’s take on what you need to succeed in your tech exit, with first-hand advice on how to recover from a failed deal.
Join us as we talk with Dwayne Miller, cofounder and former CEO of UNIFI Labs, about his tech exit. Though he had sold a traditional service business before, when it was time to get the highest valuation for his SaaS company’s strategic value, he turned to the tech M&A experts at the Corum Group.  Dwayne’s personal experiences and insight detail how selling a SaaS company requires expertise different from traditional service M&A. Listen in to learn more. 
Rob Wellman has had four successful exits. While all were good, Rob says that if he could do them again, he would do them all with the help of WFS’s platinum sponsor, the Corum Group.  Join us as we catch up with Rob at Corum’s Celebration Event in Loreto to commemorate his most recent sale, the social media management company Social5. Get his advice on when to start your M&A process and discover how selling your company is a lot like finding a partner at a high school dance. 
We climbed about the luxury yacht Kayana to interview two former CEOs, Scott McCreadie of McCreadie Group and Shawn Weir of iConstruct. The two were commemorating their successful tech exits with our platinum sponsor Corum Group in Loreto Bay, Mexico. Scott shares tips on timing the market (hint: don’t wait!). And Shawn details how the integration process after his sale created new opportunities for his team. Listen to Scott and Shawn’s advice for exiting CEOs, and we might see you at Corum’s next Celebration Event.
In this episode of TechExits, we follow up with Jim Falkanger, who sold two businesses, EleVia Software and Central Consulting Group with the WFS platinum sponsor, Corum Group. Hear what this former CEO and board member thinks everyone should know about stepping into retirement after selling your business.
In this episode of Tech Exits, we speak with Aaron Blackman, founder and former CEO of Retail Express, about his transformative journey from pioneering in SaaS to selling his enterprise in 2021. Post-sale, Aaron took on the COO role with Maropost and embarked on a whirlwind of integration and leadership across continents. He delves into vital entrepreneurial lessons from his "startup playbook" and emphasizes the significance of taking breaks. Aaron highlights gratitude from his team post-exit and his sabbatical plans centered on personal well-being and investment strategies.
In this episode of Tech Exits, we sit down with Luc Pettett, former CEO of Punters. We journey with him from his post-sale adventures, delving into his pivot into the world of AI-powered investing with Telescope. Luc sheds light on how Telescope is revolutionizing the investment landscape, turning global trends and events into actionable investment opportunities with the aid of AI. From the breakout success of their consumer app, Potato, to offering B2B solutions that provide hyperpersonalized investment themes, Luc paints a picture of the future of finance. Amidst these tech tales, he also reminisces about cherished family moments in Tahiti. Throughout our conversation, Luc shares invaluable insights for exiting CEOs on the nuances of the M&A process and the profound transformation that follows a business sale. Learn more about Telescope at telescope.co.
On this episode, we’re speaking with Ken Neeld about going through the successful acquisition of Delphi Display Systems by Toast. The integration of Delphi into Toast’s platform will deepen the support for customers who operate a drive-thru service model.   Tech M&A is a journey, and these are the stories behind those journeys. 
Exit planning is an essential part of an ongoing business strategy, and not being prepared with anticipation could prevent you from obtaining the highest value for your company.  Get the best advice from CEOs who have sold! Hear from Ken Neeld (Delphi Display Systems), Tara Akhavan (Faurecia IRYStec), and Betina Nygaard (ScanMarket). The moderator is Daniel Rudich, Senior Vice President, Corum Group. This was recorded during our May 2023 GXS conference. For more content, check out WFS.com.
The goal of our discussion is to provide practical insight and advice on how CEOs and Founders can execute a better Tech M&A transaction from the perspective of a potential acquirer, who may in-fact be partnering with them in the future. Hear from Ksenia Desautels (Akami), Todd Crick (Astra Capital Management) and Jay Hoffman (Volaris Group). The moderator is Serge Jonnaert, Senior Vice President, Corum Group. This was recorded during our May 2023 GXS conference. For more content, check out WFS.com.
Your business is your single largest asset, and by having investors on board, you not only get funded, but you also add their experience and skills to your business. Will your strategy get funded?  Hear from Alexandra Nicoletti (Camber Creek), Roland Dennert (Cipio Partners), Kelly Ford (Edison Partners), Risto Rautakorpi (Gorilla Capital), and James Shen (Pioneer Ventures). The moderator is Jeffrey Bunting, Senior Vice President, Corum Group. This was recorded during our May 2023 GXS conference. For more content, check out WFS.com.
On this episode, we’re speaking with Ujwal Arkalgud about going through the successful acquisition of MotivBase by Lux Research. The combination of Lux Research and MotivBase unites emerging technology and research with conversation-based insights to help leaders make the right innovation strategy decisions.    Tech M&A is a journey, and these are the stories behind those journeys.  
On this episode, we’re speaking with Rob Wellman about going through the successful acquisition of Social5 by Pluribus Technologies. Founded in 2012, Social5 is profitable technology company that utilizes leading-edge software and content to enable small-to-medium-sized businesses ("SMB's") to effectively manage their social media footprint.    Tech M&A is a journey, and these are the stories behind those journeys. 
On this episode, we’re speaking with Andreas Ulrich, CTO and Co-founder of Planfocus on their acquisition by Sesami. Founded in 2004 and based in Munich, Germany, planfocus’ leading cash optimization software solutions help reduce logistics spending and cash holding costs, while improving availabilities and service levels for clients. Its technology empowers financial institutions and consumer businesses worldwide in driving up process optimization and bringing tangible cost and service efficiencies throughout their cash ecosystem. Tech M&A is a journey, and these are the stories behind those journeys.
We speak with Carson Conant, CEO & Founder at Mediafly, about their acquisition strategy. Including identifying key leadership, structuring deals, and how to retain top talent. Mediafly has averaged around one acquisition a year since 2018 and with two already finished for 2022.  Check out other podcast episodes, webcasts, and videos at WFS.com. 
Tech Investment and M&A in a Virtual World. Hear from Jon Koplin (Cisco), Scott Saklad (Everfield Software), Entienne Robequain (Irdi Soridec Gestion), Karl Michael Popp (SAP), Francois Rabaey (Synamedia), and Jesper Ulsted (Volaris Group). The goal of our discussion is to provide practical insight and advice on how CEOs and Founders can execute a better Tech M&A transaction from the perspective of a potential acquirer, who may in-fact be partnering with them in the future. For more content, check out WFS.com.
Hear from CEO's who have successfully completed a software transaction! In this sellers panel we are listening to Richard Gubbins (Azpiral), Patrick Löffler (givve), Erik Pfannmöller (Solvemate Gmbh, and Alain Durand (Synamedia). The moderator is Joel Cymberg Vice President, Corum Group Ltd.   Exit planning is an essential part of an ongoing business strategy, not being prepared with anticipation, could prevent you from obtaining the highest value for your company.   For more content, check out WFS.com.
On this episode, we’re speaking with Poya Farighi about going through the successful acquisition of Vitay by Surewift Capital. Vitay came to fruition in 2018 when he wanted to marry what he learned in the Recruitment industry with his interest in technology. With Poya’s background in sales, Vitay quickly became a major player in both the Canadian and U.S recruitment and staffing industries.    Tech M&A is a journey, and these are the stories behind those journeys.  
We speak to Ryen Leayva on the trials and tribulations when selling his family business, Infinity Software, to Aquila, a division of Constellation software.
We talk to Daniel Rudich about his 20-year history of leading & building various telecom and mobility software companies. He successfully founded Anomalous Networks, a supplier of Real-Time Telecom Expense Management solutions, grew it to more than 400 enterprise customers, took it through several rounds of both angel and VC funding, and sold it to IT company Tangoe. Daniel is now a VP at the Corum Group, the world’s leader in Tech M&A for the lower to middle market. Check out other podcast episodes, webcasts, and videos at WFS.com.
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