Creative Dealmaking in M&A with Jim Stevenson

Creative Dealmaking in M&A with Jim Stevenson

Update: 2025-01-29
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In this conversation, James Stevenson shares his extensive experience in mergers and acquisitions (M&A), fundraising, and business turnarounds. He discusses his journey from construction to technology and marketing, leading to his current role in helping companies prepare for exits. Davidson provides insights into the challenges faced during a turnaround of a marketing services business, the sale process, and the importance of creative deal-making. He emphasizes the need for businesses to focus on fundamentals and strategic planning to maximize their value when preparing for sale.

takeaways

  • James Stevenson has a diverse background in M&A and fundraising.
  • He emphasizes the importance of strategic planning for business exits.
  • Turnarounds require a focus on cash flow and sales.
  • Creative deal-making can enhance business valuations.
  • Understanding the emotional aspects of business sales is crucial.
  • Good money is preferable to giving away equity.
  • Businesses should focus on fundamentals before selling.
  • A well-motivated team is essential for business success.
  • The sale process can be influenced by internal perceptions.
  • Preparation for sale should start years in advance.

Connect with Barnaby on LinkedIn: https://www.linkedin.com/in/barnabycook/

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Creative Dealmaking in M&A with Jim Stevenson

Creative Dealmaking in M&A with Jim Stevenson

Barnaby Cook