How To Navigate Key Staff in Your Agency Exit
M&A advisor Todd Taskey shares insights on hiring challenges, evaluating leadership for private equity deals, structuring equity, and navigating due diligence.
From Startup to Strategic Powerhouse: Jeff Spanbauer’s Journey Through the PE Growth Machine
Jeff Spanbauer, Founder and Executive Chairman of Relevate Health, shares how he led a data-driven healthcare marketing company through multiple acquisitions and a private equity partnership. With host Todd Taskey, Jeff talks about his patented regional segmentation strategy, the cultural and operational challenges of rapid growth, and how he structured equity incentives for his employees.
Behind the Scenes: How a “Search Funder” Acquired a Digital Agency
Owner and CEO of Sure Oak, Nick Fraunfelder, talks about how he launched a self-funded search for a digital marketing agency. With host Todd Taskey, Nick shares the realities of sourcing and funding his acquisition, the lessons from his early career ventures, and how he shifted his leadership focus from metrics to people.
Bootstrapped to Boardroom: How Jason Hennessey & Trinity Hunt Will Impact Legal Marketing
Jason Hennessey, CEO of Hennessey Digital, shares how he scaled his legal SEO agency by partnering with private equity. With host Todd Taskey, Jason explains why he partnered with Trinity Hunt, the importance of assembling a strong leadership team, and how he adapted the company’s culture.
Trinity Hunt and the Future of Local Digital Marketing
Raj Ramanan, CEO of Herringbone Digital, discusses building a local digital marketing platform with the support of private equity. With host Todd Taskey, Raj shares how to obtain feedback from founders, how Herringbone selects and supports founder-led agencies, and what it takes to build trust with sellers.
Understanding “Buy Side Banking”
Joe Zanca, Managing Partner of DealGen Partners, discusses how businesses can prepare for acquisitions. With host Todd Taskey, Joe shares how DealGen helps private equity firms uncover off-market opportunities, how founder motivations, deal readiness, and realistic expectations shape outcomes, and the importance of timing and transparency.
When a Transaction Accelerates Growth – Avoiding Agency Building
Matt Rosenfeld, Founder and CEO of Crush, talks about his recent acquisition. With host Todd Taskey, he shares why he pursued a transaction early in his company’s life cycle, how he navigated the due diligence process, and the criteria he used to select the ideal partner.
Insider’s View of a 60-Day Asset Sale
Joel Green, Founding Partner of Outliant, shares how he built an agency before selling it to private equity. With host Todd Taskey, Joel discusses how he shifted to telemedicine ventures, how he prepared the agency for sale, and the importance of transparency and fit when selecting a buyer.
“How Did You Arrive at That Number…?”
Raj Khera, the Founder and CEO of MakeMEDIA, shares his experience building and selling successful companies. With host Todd Taskey, Raj talks about structuring equity, scaling businesses, and identifying the right time to sell.
Creating Winning Business Deals: A Compilation of Strategies
David Rodnitzky, Robert Glazer, Lindsay Frey of damandDrive, Kevin Wilhelm of POD Marketing, and Brian Schmidt of Court Square Capital Partners share insights on transactions in this compilation episode. With host Todd Taskey, the guests talk about the role of reps and warranties insurance, how to select investment bankers and partners, and how to structure equity in transactions.
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.