The Playbook for Companies Looking for M&A Solutions with Lowell Ricklefs, Founder and Managing Partner of Traction Advising M&A

The Playbook for Companies Looking for M&A Solutions with Lowell Ricklefs, Founder and Managing Partner of Traction Advising M&A

Author: Burkland April 20, 2023 Duration: 25:23
Welcome to another episode of Startup Success, a podcast for founders and investors. Today we are joined by mergers & acquisitions expert Lowell Ricklefs. He shares his insights on the key factors that founders looking for an M&A solution should consider. Lowell also explains the playbook of a typical M&A process and does a deep dive into M&A strategies for SaaS companies.

Lowell Ricklefs is the Founder and Managing Director of Traction Advising M&A, a premier boutique M&A firm focused on B2B SaaS companies in North America and Europe. He has over twenty years of experience in the M&A space and is also an angel investor. He mentions that SaaS acquisition is about strategic positioning, fit, and knowing the corporate buying process. With such an impressive portfolio, we’re honored to have him on the show to share some of his invaluable wisdom with us!

Tuning into Startup Success: A Podcast for Founders & Investors feels less like attending a formal lecture and more like pulling up a chair in a room full of people who have actually built and funded companies. Hosted by the team at Burkland, the conversations here move beyond theory to focus on the tangible, often messy, realities of scaling a business. You’ll find episodes that feel timely, addressing the specific challenges and opportunities that founders and investors are navigating right now. The dialogue is driven by guests who have lived it-founders recounting pivotal moments from their journey and investors explaining the nuances behind their decisions. This isn't about generic advice; it's about the operational details that make or break growth. Each discussion naturally narrows in on a single, critical pressure point, whether that's untangling a complex financing round, refining a go-to-market strategy, or building a culture that can withstand rapid hiring. The value of this podcast lies in its specificity and the credibility of the voices featured. It serves as a practical resource for anyone actively involved in the lifecycle of a startup, offering perspectives that are immediately applicable to your own work. By focusing on real stories and current trends, the series provides a grounded, actionable look at what genuine progress requires from both sides of the founder-investor relationship.
Author: Language: English Episodes: 100

Startup Success: A Podcast for Founders & Investors
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