How To Navigate Key Staff in Your Agency Exit
Todd Taskey is an M&A Advisor for CEOs and Entrepreneurs at Potomac Business Capital. He has been an entrepreneur, business owner, investment banker, and business finance advisor for more than 20 years. In addition to providing M&A advice, Todd has been a...
From Startup to Strategic Powerhouse: Jeff Spanbauer’s Journey Through the PE Growth Machine
Jeff Spanbauer is the Founder and Chairman of the Board at Relevate Health, a healthcare marketing firm. Under his leadership, Relevate Health has expanded through four acquisitions and achieved significant revenue growth, earning recognition, including the Inc. 5000...
Behind the Scenes: How a “Search Funder” Acquired a Digital Agency
Nick Fraunfelder is the Owner and CEO of Sure Oak, a leading SEO agency helping B2B and tech brands grow through search. Since acquiring Sure Oak in 2023, he has led the agency’s expansion into AI-powered search optimization. With over 20 years of experience in...
Bootstrapped to Boardroom: How Jason Hennessey & Trinity Hunt Will Impact Legal Marketing
Jason Hennessey is the CEO of Hennessey Digital, a digital marketing agency specializing in legal marketing using a holistic approach. In his role, he grew the small consultancy to a multimillion-dollar business that made the Inc. 5000 list for six consecutive years....Meet the Host
Todd Taskey
M&A Advisor for CEO's & Entrepreneur's
Todd is a 20+ year entrepreneur, business owner, investment banker and business finance advisor. In addition to M&A advice and investment banking activities, Todd has been a founding investor, board member or part of the management team of several business ventures.