Cornerstone International Alliance

A special experience we facilitate for our members is our Quarterly Deal Collaborations. There, different firms are able to bring in a deal they’re working on, present the details to the group, and solicit advice from their fellow CIA members. 👂 As CIA member Sandra Preuss, at KP Tech Beratungsgesellschaft mbH puts it: “The monthly deal collaboration significantly increases the chance of successfully concluding mandates. We also greatly appreciate the fact that with Nick Olsen at CIA we have a professional organizer and moderator of such meetings. This makes a significant difference in the cooperation compared to the networks we have experienced so far.” 💬 Events like this are one of the many benefits of being a CIA member. We’re always finding ways to connect you with the resources you need to successfully close a deal! 🤝 Ginger Dean, Lisa Riley, Bobby Lewis, Michael Klumpp, Sandra Preuss

We had a rousing Cornerstone International Alliance Fall Conference in Vegas on Sunday, where our partner firm owners joined us for in-depth mastermind discussions and a powerful panel discussion! A huge thank you to Sandy Lyons Dalton and John Dalton from Industrial Device Investments for coming to speak with our group, and breaking down how to close a deal with messy financials. Beyond that, you helped provide us with an evening full of fun and connections. 🤝✨ A big thank you as well to Scott Bushkie, Bob McCormack and Al Statz, who discussed with us how to recruit, hire and onboard M&A advisors. Another thank you to Key Private Bank and Rahwa Teklai, CFP®, Sasha Herzig, Esq..  It was great to learn about collaboration opportunities and fun to forge new relationships.  This was an action-packed event full of info to help us all work together, improve and finish the year strong. We appreciate everyone who came out to make it happen! 💪 #mergersandacquisitions #finances #recruitment #membership #collaboration Al Statz, Sharon Heaton, Sandy Miller, Deborah Agrafojo, Matt Bradbury, Ginger Dean, Sara Burden, CBI, MAMI, CMAP, FIBBA, FMAS, Rob Margeton, Don Montgomery, CBI, Emily Hale, Steve Renelli, MAMI, CBI, Lisa Riley, Jim Cumbee JD, MBA, Pitt Means, Ryan Holder, CPA, Greg Martin

Your latest insider knowledge about the M&A world has just dropped! 🔥 In this episode of the M&A mastermind podcast, we chat with Matt Gilbert, a founding partner of Gap Transaction Advisors. 🎙️🧠 Together we dive into the importance of alignment between advisors and clients, the emotional aspects of selling a business, and the lessons learned from his own past exits. Learn all of this, and so much more: ✔️ Why understanding the emotional side of selling a business is essential. ✔️ How a thorough discovery phase helps in understanding client readiness. ✔️ How managing expectations can prevent surprises during the deal. Ready to dive in? Listen now. 🎧👇 https://lnkd.in/g7mJnDb7 #podcast #mergersandaquisitions #businessowners

Excited for Cornerstone International Alliance's annual fall conference in Vegas! Looking forward to collaborating and checking in on our 2024 goals—did you hit yours, or is there still work to do? Our sessions are all about working together to improve and finish the year strong. Here’s a glimpse at the agenda. Mastermind #1: Planning, projecting, and budgeting Mastermind #2: Business development best practices and sharing client pitch decks Powerful Panel Discussion: Recruiting, hiring, and onboarding advisors By collaborating, we grow stronger together—let's make the most of it! See you in Vegas! Scott Bushkie, Bob McCormack, Al Statz, Jim Friesen, MBA, CPA, CMAA #recruitment #mergersandacquisitions #hiring #collaboration #membership

Fly the airplane. ✈️ In the M&A world, what exactly does that mean? Well, Patrick Burke breaks down why he says this to clients. In short, it means while your sale is in process, and due diligence is happening, you need to keep doing business as usual. Because keeping your team and growth on track is an essential part of a sale. The plane metaphor is a great way to explain this to clients. 🛫 Want to learn more? Listen to Ep 44 of The M&A Mastermind Podcast. 🎙️ https://lnkd.in/gv8ynHsc #mergersandaquisitions #podcast 

Episode 56 of The M&A Mastermind podcast just launched! 🎧 Sit down with us and Fred Joyal, a marketing expert and author of “Super Bold”, as we uncover why boldness can be learned faster than you think. He discusses the importance of this key trait in entrepreneurship, how to develop it as a skill, and the significance of building relationships without an agenda. We wade into the role of boldness in M&A negotiations and give you practical advice for enhancing it in your personal AND professional settings. 💪 This is one great episode, if we may be so bold. Tune in now. 👇👂 https://lnkd.in/ggU_xyE5 #mergersandaquisitions #entrepreneurship #entrepreneur #podcast

Come along as we deep dive into this niche area of manufacturing with John Dalton and John Howe, and you’ll walk away with great insights into the market, including: ✔️ The importance of knowing the operations and building rapport with your client ✔️ The challenges of accounting in manufacturing and the need for accurate financial information ✔️ The unique approach of Industrial Device Investments in acquiring and building long-term, successful industrial product companies And so much more. Listen & learn here. 👇 https://lnkd.in/gJWnSQzE #mergersandaquisitions #investmentbanking #manufacturing

Grab your headphones. The latest episode of the M&A Mastermind podcast is here. 🎧 This time we chat with Ryan Holder, CPA, Managing Director of Strategic M&A Advisors, to discuss a crucial component in the sale of a business. People. 🧑🤝🧑 We dive into why the value of a company lies in its management team and employees, and break down why buyers, especially private equity groups, look for companies with strong management teams. Learn why investing in people and building a strong management team increases the value of a business, plus so much more. Listen now. 👇 https://lnkd.in/g4KvusVB #mergersandacquisitions #investmentbanking #businessowners

🚀 Speaker Highlight for the Eminae Network Business Acquisition Symposium! 🚀 I'm excited to introduce two of the industry's top leaders who will be joining our Deal Makers Panel: ✨ Deborah Agrafojo, Investment Banker and Managing Partner at Touchstone Advisors, and ✨ Anthony Citrolo, Certified M&A Advisor and Managing Partner at The NYBB Group. Both Deborah and Anthony are proud members of Cornerstone International Alliance (CIA), a global partnership of M&A firms that have collectively closed over 4,115 deals and exceeded $3.6 billion in transaction volume since 2021. With 29 global partners and over 1,405 years of combined M&A experience, CIA helps businesses ranging from $5M to $150M navigate complex sales, ensuring successful outcomes. RSVP Link: https://lnkd.in/gM3hcx2t At the symposium, Deborah and Anthony, along with an esteemed panel including Jeffrey Michelson , Marc Snyderman ,  Jack Wyatt, who will cover crucial topics, including: - Valuation strategies in competitive markets - Risk mitigation in acquisitions - Post-acquisition integration & value creation - Navigating complex deal structures - Current M&A market trends If you're in M&A, a business owner, or an investor, this is your chance to gain invaluable insights from these industry leaders. 💡 📅 Join us on September 26 at CohnReznick LLP Midtown office for what promises to be an impactful event full of actionable insights on buying companies and expert networking. 🔗 Register here: https://lnkd.in/gM3hcx2t Thank you Nick Olsen, Managing Director of CIA and Scott Bushkie for your sponsorship and collaboration on this event #GrowMergeExit #MergersAndAcquisitions #BusinessGrowth #EminaeNetwork #DealMakersPanel

New M&A Mastermind Podcast has dropped. 🧠 🎙️ This episode features Patrick Stroth, a national practice leader for M&A at The Liberty Company Insurance Brokers, LLC. He lets you in on all the details you’ve ever wanted to know about reps and warranties in M&A deals, and how it can benefit both buyers and sellers. This includes TLPE, a valuable tool and sell-side policy offered by CFC, which provides insurance coverage for sellers in lower middle market deals. Learn how it can protect your clients and help you negotiate better terms with buyers. Tune in now and elevate your understanding of this facet of the M&A world. 👇 https://lnkd.in/gGDTiYZz #podcast #mergersandacquisitions #leadership