Sep 25, 2017 | Case Studies
John Bowen was the CEO of Reinhardt Werba Bowen (RWB), a financial services company that was acquired by Assante Capital in 1998 for $25M. While the exit was ultimately a happy one, it started inauspiciously. Why? Because John was the object of a “fishing trip” from a...
Sep 10, 2017 | Case Studies
Dr. Phil Carson (a different Dr. Phil than the one most people know) is the owner of Carson Natural Health. Before he began that business, he helped create a pharmacy business. He didn’t have anything to invest in that pharmacy business as he’d been wiped out in...
Jul 30, 2017 | Case Studies
Sold to a Competitor Andrew Yang was the CEO of Manhattan GMAT when he sold to a competitor, Kaplan, in 2009. At the time of the sale, the company was doing $11M annually. Andrew stayed on post-acquisition and added an additional $6M a year in revenue before...
Jun 20, 2017 | Case Studies
Today Erik Huberman runs Hawke Media, which is an outsourced digital CMO agency that works with the likes of Bally Total Fitness, Verizon, and Red Bull. But the opportunity to build that company came from settling debts from previous startups and a bit of cash from...
May 16, 2017 | Case Studies
In 1994 Rick Day founded Daycom Systems. It started by selling used telecom equipment, but over a 17-year period it became the largest Avaya-authorized telephone equipment dealer and installer on the US West Coast. It did $23M in annual revenue, between 4 locations,...
Apr 19, 2017 | Case Studies
Years ago Trent Dyrsmid was one of the principals of Dyrand Systems, a Vancouver-based IT firm. He managed to build the company to $1.2M in revenue before a series of events forced a sale…and to a party he never expected. Where they started Like many IT firms...
