On a recent Growing Up B2B podcast appearance, PMCF Investment Banking Managing Director John Hart discussed the importance of early M&A planning, what drives successful transactions and maneuvering a transaction’s emotional and financial complexities.
Joining Host Ed Delia, President of Delia Associates, Hart spoke about beginning his career in investment banking and now leading PMCF’s Plastics and Packaging vertical. The Growing Up B2B podcast is “dedicated to telling the stories of leaders who are building, growing, and sustaining successful family-run businesses in the B2B world.”
While discussing the keys to successful M&A transactions, Hart said one factor is the alignment of values and culture between the buyer and the seller.
Additionally, Hart stressed the importance of early planning for a liquidity event and that PMCF often works with clients for years in advance of a transaction to better support their transaction goals.
“We like to get involved early,” Hart said. “We use the Strategic Assessment as a tool, and then we approach (the transaction) with ‘hey, we’re here to help you sort this out.'”
Watch the full video below.
