Joe Zanca is the Managing Partner of DealGen Partners, a buy- and sell-side M&A advisory firm. In his role, he has sourced and closed over $200 million in acquisitions for private equity and strategic buyers. Joe launched, scaled, and exited OnDemandStorage, a full-service, technology-based storage company.
Here’s a glimpse of what you’ll learn:
- [1:55] How DealGen Partners helps PE firms source unique acquisition opportunities
- [12:38] Questions entrepreneurs should ask potential buyers to assess credibility and funding
- [16:42] Tips for determining a seller’s commitment and expectations
- [21:33] Why understanding a founder’s post-sale goals is critical to structuring a profitable deal
- [30:32] When sellers should bring in legal, financial, and advisory support during a transaction
In this episode…
Private equity investment transactions can unlock untapped growth potential, but they also reveal your company’s strengths and weaknesses. How can you determine if you’re prepared for a transaction?
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.
Resources mentioned in this episode:
Sponsor for this episode…
This episode is brought to you by Fiscal Advocate.
Fiscal Advocate builds, integrates, and manages financial infrastructure to grow your firm.
They create metrics and models to help agencies understand their unique position in the market, making them attractive to potential buyers.
To learn more and get started, visit https://fiscaladvocate.com/contact/.
This episode is brought to you by Potomac Business Capital, where we help businesses in the lower middle market maximize their value.
By putting a unique twist on the typical banking process, we create satisfied, wealthy clients who make an impact on the world.
Over the past 15 years, we have perfected our strategies for M&A advising and exit planning to guide clients through everything — from pre-deal planning to closing.
To learn more, visit potomacbusinesscapital.com or email todd@potomacbusinesscapital.com.
