In this special edition of Tech Exits, we will attempt to answer the questions: What do tech investors prioritize when evaluating opportunities? What is the impact of AI on investment strategies? When should entrepreneurs seek investment versus considering an M&A exit? This discussion took place during the WFS Flagship Conference, Growth & Exit Strategies: HealthTech on April 3rd, 2025. The panel lineup includes: David Gardner, Founding Partner, Cofounders Capital Daniel O’Mahony, Partne...
Jul 11, 2025•59 min
What does it really take to sell a specialized, high-performing company—and survive the emotional rollercoaster along the way? In this episode, we sit down with James Fair, co-founder of Vetasi, to discuss his firsthand experience navigating the M&A process. With no urgent motivation to sell, James still saw the value in preparing for the future and ultimately chose to pursue an acquisition. He reflects on what made Vetasi attractive to buyers, the challenge of maintaining company operations...
Jun 05, 2025•13 min
Steve Wargalla | QStrat | Managing Director What’s the difference between going it alone and having a team of experts behind your M&A process? Join us as we speak with Steve Wargalla, who engaged the WFS platinum sponsor, the Corum Group, to sell his company, QStrat—a provider of quoting and sourcing software for manufacturers and distributors. In this episode, Steve reflects on his journey from a first, unstructured exit to a second, highly organized sale with Corum. He shares the lessons l...
May 08, 2025•6 min
In this episode of Points of View, we sit down with Mary Joyce, a serial entrepreneur turned M&A advisor at Corum Group, whose career spans decades of innovation across industries including automotive, medical, aerospace, and AI. Mary shares how selling her own company without an advisor became a defining moment—one that fueled her transition into tech M&A. With 14 U.S. patents to her name and a deep background in SaaS and embedded systems, she brings a unique perspective to the dealmaki...
Apr 04, 2025•21 min
In this special edition of Tech Exits, we will attempt to answer the questions: What motivates entrepreneurs to sell their companies, and how do they navigate the M&A process? What challenges do women founders face in securing funding and achieving successful exits? How can entrepreneurs balance running a business while preparing for an acquisition? The panel features women tech entrepreneurs who have successfully exited their companies, sharing their experiences on due diligence, buyer nego...
Mar 06, 2025•58 min
In this special edition of Tech Exits, we will attempt to answer the questions: What do tech investors prioritize when evaluating opportunities? What is the impact of AI on investment strategies? When should entrepreneurs seek investment versus considering an M&A exit? This discussion took place during the WFS Flagship Conference, Growth & Exit Strategies: European Tech on October 30th 2024. The panel lineup includes: Rocio Pillado, Partner, Adara Ventures Merve Zabci, General Partner, L...
Feb 06, 2025•55 min
What does it take to successfully acquire and integrate companies in a competitive market? Join us as we speak with Jean Royer from Levio, a digital-native business and IT consulting firm with a focus on digital transformation across sectors like banking, technology, government, and telecom. In this episode, Jean shares insights into Levio's acquisition strategy, including how they evaluate potential targets, manage integration challenges, and build trust with sellers. He discusses the importanc...
Jan 08, 2025•27 min
How do you balance business operations with the complexities of an M&A process? Join us as we speak to Dan Goerdt, who engaged the WFS platinum sponsor, the Corum Group, to sell his company, Flexagon. Flexagon is the creator of FlexDeploy, a comprehensive DevOps platform designed to accelerate software delivery, improve quality, and manage costs and risks. In this episode, Dan shares his journey of scaling Flexagon from a bootstrapped startup to a company ready for acquisition. He discusses ...
Dec 04, 2024•14 min
In this special edition of Tech Exits we will attempt to answer the questions: What are tech buyers looking for in today’s market? Are buyers only looking for companies that have already integrated sophisticated AI in their business models? And how can you build relationships to capture maximum value? This panel originally took place during the WFS Flagship Conference, Growth & Exit Strategies: The AI Shockwave! on July 18th, 2024. The panel lineup includes: Krista Young, Managing Director, ...
Oct 24, 2024•50 min
How do you recognize when it’s the right time to sell? Join us as we speak to Barry Larson, who engaged the WFS platinum sponsor, the Corum Group, to sell his company Trusty Ox Systems, a B2B SaaS business focused on employee safety monitoring solutions. You’ll hear his insights on the M&A process, his motivation to sell during market consolidation, and how the experience of working with Corum helped broaden his view of potential buyers. Learn how Barry balanced the demands of running his co...
Sep 25, 2024•12 min
How do you respond when you are bombarded with offers? Join us as we speak to Brian Sweat who engaged the WFS platinum sponsor, the Corum Group, to sell his company Alterity. You’ll hear his insights on the M&A process, how to separate the best M&A opportunities from the noise, his commitment to finding the right fit for both himself and his employees, and how the sale has allowed him to focus on what he loves most in the business.
Sep 06, 2024•13 min
This episode features Ashley Moore who engaged the WFS platinum sponsor, the Corum Group, to sell his company “Spatialest”, a developer of geographic information systems for the US tax assessment market. Get his advice for living the life you want today. Join us as we talk with Ashley Moore, former CEO of Spatialest, about his tech exit. Conceived as a university project, Ashley shares more about Spatialest and his journey as company CEO leading the M&A transaction in 2023, with Corum Group ...
Aug 01, 2024•9 min
This episode features Andrew McConnell who engaged the WFS platinum sponsor, the Corum Group, to sell his company “Rented”. Rented provided a premium vacation rental management software-as-a-service. Andrew is a writer and event speaker as well as a CEO and founder. Listen in to hear how he balanced launching his book, “Get Out Of My Head”, at the same time he was selling Rented. Get his advice for living the life you want today. Plus learn about his new health span initiative “Alively”, all on ...
May 14, 2024•19 min
When the first M&A deal fell through for cybersecurity solutions provider CBI, former president and CEO Steve Barone bounced back with new learnings and a refined vision of his ideal buyer. After an optimal outcome, Steve is traveling the world with his family and shaking things up in the cocktail bar industry. Listen in for Steve’s take on what you need to succeed in your tech exit, with first-hand advice on how to recover from a failed deal.
Mar 01, 2024•21 min
Join us as we talk with Dwayne Miller, cofounder and former CEO of UNIFI Labs, about his tech exit. Though he had sold a traditional service business before, when it was time to get the highest valuation for his SaaS company’s strategic value, he turned to the tech M&A experts at the Corum Group. Dwayne’s personal experiences and insight detail how selling a SaaS company requires expertise different from traditional service M&A. Listen in to learn more.
Feb 02, 2024•19 min
Rob Wellman has had four successful exits. While all were good, Rob says that if he could do them again, he would do them all with the help of WFS’s platinum sponsor, the Corum Group. Join us as we catch up with Rob at Corum’s Celebration Event in Loreto to commemorate his most recent sale, the social media management company Social5. Get his advice on when to start your M&A process and discover how selling your company is a lot like finding a partner at a high school dance....
Jan 05, 2024•9 min
We climbed about the luxury yacht Kayana to interview two former CEOs, Scott McCreadie of McCreadie Group and Shawn Weir of iConstruct. The two were commemorating their successful tech exits with our platinum sponsor Corum Group in Loreto Bay, Mexico. Scott shares tips on timing the market (hint: don’t wait!). And Shawn details how the integration process after his sale created new opportunities for his team. Listen to Scott and Shawn’s advice for exiting CEOs, and we might see you at Corum’s ne...
Nov 30, 2023•13 min
In this episode of TechExits, we follow up with Jim Falkanger, who sold two businesses, EleVia Software and Central Consulting Group with the WFS platinum sponsor, Corum Group. Hear what this former CEO and board member thinks everyone should know about stepping into retirement after selling your business.
Nov 03, 2023•11 min
In this episode of Tech Exits, we speak with Aaron Blackman, founder and former CEO of Retail Express, about his transformative journey from pioneering in SaaS to selling his enterprise in 2021. Post-sale, Aaron took on the COO role with Maropost and embarked on a whirlwind of integration and leadership across continents. He delves into vital entrepreneurial lessons from his "startup playbook" and emphasizes the significance of taking breaks. Aaron highlights gratitude from his team post-exit an...
Oct 05, 2023•13 min
In this episode of Tech Exits, we sit down with Luc Pettett, former CEO of Punters. We journey with him from his post-sale adventures, delving into his pivot into the world of AI-powered investing with Telescope . Luc sheds light on how Telescope is revolutionizing the investment landscape, turning global trends and events into actionable investment opportunities with the aid of AI. From the breakout success of their consumer app, Potato, to offering B2B solutions that provide hyperpersonalized ...
Sep 07, 2023•14 min
On this episode, we’re speaking with Ken Neeld about going through the successful acquisition of Delphi Display Systems by Toast. The integration of Delphi into Toast’s platform will deepen the support for customers who operate a drive-thru service model. Tech M&A is a journey, and these are the stories behind those journeys.
Jul 07, 2023•20 min
Exit planning is an essential part of an ongoing business strategy, and not being prepared with anticipation could prevent you from obtaining the highest value for your company. Get the best advice from CEOs who have sold! Hear from Ken Neeld (Delphi Display Systems), Tara Akhavan (Faurecia IRYStec), and Betina Nygaard (ScanMarket). The moderator is Daniel Rudich, Senior Vice President, Corum Group. This was recorded during our May 2023 GXS conference. For more content, check out WFS.com....
Jun 08, 2023•48 min
The goal of our discussion is to provide practical insight and advice on how CEOs and Founders can execute a better Tech M&A transaction from the perspective of a potential acquirer, who may in-fact be partnering with them in the future. Hear from Ksenia Desautels (Akami), Todd Crick (Astra Capital Management) and Jay Hoffman (Volaris Group). The moderator is Serge Jonnaert, Senior Vice President, Corum Group. This was recorded during our May 2023 GXS conference. For more content, check out ...
Jun 08, 2023•42 min
Your business is your single largest asset, and by having investors on board, you not only get funded, but you also add their experience and skills to your business. Will your strategy get funded? Hear from Alexandra Nicoletti (Camber Creek), Roland Dennert (Cipio Partners), Kelly Ford (Edison Partners), Risto Rautakorpi (Gorilla Capital), and James Shen (Pioneer Ventures). The moderator is Jeffrey Bunting, Senior Vice President, Corum Group. This was recorded during our May 2023 GXS conference....
Jun 08, 2023•1 hr 7 min
On this episode, we’re speaking with Ujwal Arkalgud about going through the successful acquisition of MotivBase by Lux Research. The combination of Lux Research and MotivBase unites emerging technology and research with conversation-based insights to help leaders make the right innovation strategy decisions. Tech M&A is a journey, and these are the stories behind those journeys.
Jun 02, 2023•30 min
On this episode, we’re speaking with Rob Wellman about going through the successful acquisition of Social5 by Pluribus Technologies. Founded in 2012, Social5 is profitable technology company that utilizes leading-edge software and content to enable small-to-medium-sized businesses ("SMB's") to effectively manage their social media footprint. Tech M&A is a journey, and these are the stories behind those journeys.
May 05, 2023•21 min
On this episode, we’re speaking with Andreas Ulrich, CTO and Co-founder of Planfocus on their acquisition by Sesami. Founded in 2004 and based in Munich, Germany, planfocus’ leading cash optimization software solutions help reduce logistics spending and cash holding costs, while improving availabilities and service levels for clients. Its technology empowers financial institutions and consumer businesses worldwide in driving up process optimization and bringing tangible cost and service efficien...
Apr 06, 2023•16 min
We speak with Carson Conant, CEO & Founder at Mediafly, about their acquisition strategy. Including identifying key leadership, structuring deals, and how to retain top talent. Mediafly has averaged around one acquisition a year since 2018 and with two already finished for 2022. Check out other podcast episodes, webcasts, and videos at WFS.com.
Oct 07, 2022•24 min
Tech Investment and M&A in a Virtual World. Hear from Jon Koplin (Cisco), Scott Saklad (Everfield Software), Entienne Robequain (Irdi Soridec Gestion), Karl Michael Popp (SAP), Francois Rabaey (Synamedia), and Jesper Ulsted (Volaris Group). The goal of our discussion is to provide practical insight and advice on how CEOs and Founders can execute a better Tech M&A transaction from the perspective of a potential acquirer, who may in-fact be partnering with them in the future. For more cont...
Aug 05, 2022•58 min
Hear from CEO's who have successfully completed a software transaction! In this sellers panel we are listening to Richard Gubbins (Azpiral), Patrick Löffler (givve), Erik Pfannmöller (Solvemate Gmbh, and Alain Durand (Synamedia). The moderator is Joel Cymberg Vice President, Corum Group Ltd. Exit planning is an essential part of an ongoing business strategy, not being prepared with anticipation, could prevent you from obtaining the highest value for your company. For more content, check out WFS....
Jul 01, 2022•1 hr 6 min
