Episode description

What happens when you blend the financial expertise of big firms with the agility and personal touch of a nimble boutique? Discover how one company is revolutionizing the M&A landscape for middle-market companies.

In this episode, Nicholas Spezio, Director of Transaction Services at the Exbo Group, dives into the world of mergers and acquisitions, discussing the unique needs and challenges faced by growth-stage companies and their investors.

You’ll discover…

• The compelling story behind Exbo Group's inception and mission.
• Why transitioning from a big firm to a boutique firm can be an attractive move in the finance sector.
• Key differences between buy-side and sell-side transactions and why each requires a tailored approach.
• How Exbo Group provides "big firm" quality without the "big firm" price tag.
• The benefits and evolving trends of rep and warranty insurance in M&A deals.