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Podcast: Think Like an Owner
Episode: Tom Klein - Pre-Close M&A Value Creation Playbook Ep.220
Description: My guest today is Tom Klein, former Morningside Co-CEO alongside recent podcast guest Roland Lessard. This episode with Tom acts as a part two pairing with our February episode with Roland where we talked about M&A value creation after close. Tom and I today discuss M&A value creation largely pre-close of add-ons, talking through industry selection, sourcing methodologies, industry knowledge snowballs, building a reputation, and working with lender partners. Tom has been involved in 12 M&A transactions across Morningside and his previous experience in background screening. As an aside to you the listener, I'm really...