New Podcast: How This Big Law Partner Rolled Up 3 MarTech SaaS Companies In 20 Months And Sold to PE

Hello SMB Deal Hunters!

I’m excited to share a new interview with Brian Wolfe, a lawyer, small business investor, and PE and search fund professor. 

Brian's first platform, formed to acquire SaaS companies in the MarTech space, successfully exited to private equity after 3 completed acquisitions in just 20 months.

Today's issue is sponsored by SMB Diligence, the platform I helped start for matching business buyers with vetted legal counsel and Quality of Earnings providers.

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INTERVIEW

In the interview with Brian, we discuss:

• Why Brian pivoted from working in Big Law doing large PE deals to rolling up smaller companies

• How Brian was able to acquire 3 MarTech SaaS companies in 20 months, including how he sourced and financed the opportunities

• How Brian grew the businesses organically by reinvesting profits into growth

• How Brian attracted private equity interest and exited to Alpine Investors only a few months after their initial discussion

• How Alpine Investors structured an earnout deal with Brian

• What sectors Brian is bullish on today

• And more!

👉 Watch the full 65-minute interview with Brian

PRESENTED BY SMB DILIGENCE

Here’s Why You Shouldn’t Skip Due Diligence…

A friend of mine put a business under LOI and asked me for my advice.

I recommended he contract a 3rd party due diligence partner to rebuild the company's P&L from scratch.

Turns out their EBITDA was off by 2x 😳

Enter SMB Diligence.

SMB Diligence is the platform I helped start for matching business buyers with vetted diligence providers, from M&A lawyers to Quality of Earnings providers.

Their network of experts has worked on hundreds of small business transactions (including many from the SMB Deal Hunter community).

👉 Get introduced to due diligence experts today

COMMUNITY PERKS

• Want to invest passively in SMB acquisitions? Get access to investment opportunities.

• Get a personal introduction to my preferred SBA 7(a) lender, non-SBA lenders, Quality of Earnings providers, or legal counsel

• Raising capital for your deal? I’ll connect you with investors from the SMB Deal Hunter Community.

• Interested in selling your business? I’ll help you connect with buyers from the SMB Deal Hunter Community.

THAT’S A WRAP

Want me to interview you for my podcast? Hit reply.

See you tomorrow with some new deals!

-Helen Guo
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Disclaimer

This publication is a newsletter only and the information provided herein is the opinion of our editors and writers only. Any transaction or opportunity of any kind is provided for information only; SMB Deal Hunter does not verify nor confirm information. SMB Deal Hunter is not making any offer to readers to participate in any transaction or opportunity described herein.