Private Equity Mistakes That Could Cost You Millions

Explore the dynamic world of mergers and acquisitions with insights on the importance of seller psychology, the nuances of deal structures, and how to leverage relationships to create successful business transactions. Understand the strategies behind roll-ups, cross-selling, and creative financing to maximize shareholder value and drive business growth.


Carl Allen is a seasoned entrepreneur, investor, and corporate dealmaker with almost three decades of experience. As the CEO and Co-Founder of Dealmaker Wealth Society and Co-Founder of Kings of Deals LLC, he has enabled over 300 deals worth $47 billion across 27 years. Starting his career in investment banking, Carl has analyzed thousands of businesses in 17 countries and 23 sectors. He has assisted hundreds of business owners in raising equity and debt finance, using his expertise to advise entrepreneurs just as he has advised some of the world’s largest corporations. Connect with him on LinkedIn: https://www.linkedin.com/in/iamcarlallen/


Timestamps:
0:00 Introduction to the Podcast
1:30 Carl Allen’s Background in M&A
4:00 The Importance of Mindset in Business
6:40 Relationship Building for Success
9:00 Creative Deal Structures
11:30 The Role of Partnerships
14:00 Identifying Seller Motivation
18:00 Roll-Ups and Cross-Selling
23:00 Navigating Market Changes
27:30 Understanding Seller Financing
32:00 Building Trust in Deals
40:00 Key Takeaways and Lessons Learned
45:00 Conclusion and How to Connect with Carl Allen


Join Angel Investors Network to discover unique investment opportunities in the mergers and acquisitions space and connect with a community of successful investors. Become a member today and gain exclusive access to the exciting world of alternative investing, where expertise meets financial growth.


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Twitter: https://twitter.com/AngelInvestNtwk
TikTok: https://www.tiktok.com/@angelinvestorsnetwork
LinkedIn: https://www.linkedin.com/company/angelinvestornetwork/
LinkedIn CEO, Jeff Barnes: https://www.linkedin.com/in/jeffpbarnes/


#MergersAndAcquisitions #BusinessDeals #SellerPsychology #DealStructures #BusinessGrowth #InvestmentOpportunities #AngelInvestors #CarlAllen #DealmakerWealthSociety #CreativeFinancing #BusinessStrategy #Entrepreneurship #AlternativeInvesting #InvestInBusiness #ShareholderValue

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John Reighard, Partner & EVP

John Reighard is a Partner at Angel Investors Network, where he leverages his expertise in business development, networking, and investor relations to help entrepreneurs secure funding and scale their businesses. With a passion for connecting people and ideas, John plays a pivotal role in fostering strategic partnerships and guiding business owners toward sustainable success. In addition to his work with Angel Investors Network, he also owns and operates two other small businesses.

 

A Connector and Networking Extraordinaire, Business Coach/Consultant, and Inspirational Speaker, John is deeply committed to helping individuals and businesses achieve meaningful results. His mission is to empower entrepreneurs and leaders to create lasting impact through strategic growth, financial acumen, and powerful relationship-building.

 

John has trained with, been mentored by, and provided consulting services to some of the world’s top thought leaders in personal development and business transformation, including Jack Canfield (America’s #1 Success Coach and Founder of Chicken Soup for the Soul), Stephen Covey, T. Harv Eker, Bob Proctor, Blair Singer, Robert Kiyosaki, Neil Rackham, Marcia Wieder, and Roger (Bud) Seith. These experiences have shaped his ability to guide clients through personal and professional growth, helping them unlock their full potential.

 

Before joining Angel Investors Network, John took a sabbatical in 2002, living with his family in Norway, Portugal, and France—an enriching experience that followed 15 award-winning years in Silicon Valley. During his time in the tech industry, he worked for leading companies such as Lucent Technologies, Exodus Communications, Octel Communications, and Brady Corporation.

Meet Jeff Barnes

Jeff Barnes is a former US Navy Nuclear power plant operator on a Submarine, Navy diver, risk management director, technology enthusiast, business growth expert, advisor and management consultant. Mr. Barnes sits on the boards of startup companies, runs a venture fund, supports non-profits supporting military vets, and spends most of his time helping CEOs and founders of growing companies automate, systemize, and scale to 8 and 9-figure valuations.

 

With over 20 years of technology, systems, operations, and marketing experience, Mr. Barnes has advised over 1,000 companies, invested tens of millions in advertising campaigns, and helped companies generate over $1 billion in investment capital.

 

As the chairman of Angel Investors Network and founder of Digital Evolution Marketing Group, Mr. Barnes has worked with founders, entrepreneurs, and CEOs around the world to accelerate the growth of their businesses and achieve substantial exits. He’s a father, husband, veteran, business owner, advisor, and mentor, and his true passion in life his helping others achieve success, freedom, and autonomy in theirs.