How to Deal with the Deal: The Human Side of M&A
Whether you’re selling a business or buying into one, it’s a big deal. When the stakes get high, so do emotions. On this episode, we dive into the human element of mergers & acquisitions. What’s it like to sell your business? How do you navigate change? What can you do to build trust?
Fortunately, we spoke with two professionals who have experienced the whole spectrum of M&A transactions. Father-son team George & Joshua Robertson run GrowCo Capital, an investment firm based out of Fort Worth, Texas. But before that they were in venture capital, ran their own businesses, including National HME. Hear the story of how George and Josh navigated the strategic partnership and eventual sale of their family business and the lessons they now bring to the buy-side. We’ll explore how to manage your emotions, communicate with employees, and set a clear vision, so that everyone can win.
So listen in and find out: how do you deal with the deal?
Meet the Host
Patrick Pacheco, Executive Vice President, President of Cadence Asset Management & Trust, has more than 25 years’ experience in wealth management, in addition to the designing and implementation of tax and related planning strategies.
Pacheco’s background includes years of legal practice and multiple degrees, including an LLM* Taxation from University of Houston, a JD from Southern Methodist University, and both an MBA and BS in Economics from University of Texas at Arlington.
He is also board certified in Estate Planning and Probate law by the Texas Board of Legal Specialization.
Meet the Speaker
Entrepreneur, investor, and business visionary, George Robertson has started and led more than 20 companies in the healthcare, restaurant, and retail fields, creating jobs and opportunities in the Dallas-Fort Worth area over the past 30 years. Selected by the Fort Worth investment community in 2013 to push forward EMist’s global public health initiative, he is helping to solve the growing problem of touch-transferable diseases through state-of-the-art technology.
George is a lifelong resident of North Texas and contributes his time and resources to special activities, including community affairs and global philanthropic projects.
Joshua launched National HME (NHME) in 2006. NHME partnered with over 500 hospice programs, served 500,000+ patients, and created close to 500 jobs throughout the U.S. during his tenure at the company. In 2015, the company recapitalized and yielded a high rate of return for shareholders. Joshua also founded GrowCo Capital in 2014 that invests resources into entrepreneurial businesses and real estate projects throughout the United States.
Joshua graduated from Texas Tech University receiving an Executive MBA and a double major in honors management and marketing. He is actively involved in the Fort Worth Stock Show Syndicate, GrowCo Capital, Project 4031, and founding President for the Rawls Raiders Alumni Network (Texas Tech Business School). Joshua loves spending time with his wife and sons. He enjoys fly fishing, hunting, and golf.
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