by mariomontag | Mar 17, 2025 | Uncategorized
In the search fund world, acquiring a company is just the beginning. The first 30 days post-close are critical for setting the tone, building trust, and ensuring financial stability. If you get this part wrong, it can take months (or years) to recover. Here are four...
by mariomontag | Feb 24, 2025 | Coaching
I recently listened to a great podcast where Patrick O’Shaughnessy interviewed Justin Ishbia, Founding Partner of Shore Capital. The discussion was packed with insights for anyone in the business of acquiring small companies. Justin has completed over 600...
by mariomontag | Feb 3, 2025 | Uncategorized
I am personally interested in the concept of humanizing capitalism, especially since I pivoted my career from running tech startups to investing in and coaching entrepreneurs acquiring small businesses from retiring baby boomers. Over the past three months, several...
by mariomontag | Dec 24, 2024 | Coaching
Justin Welsh recently wrote a piece titled “You Are What You Tolerate.” The timing for this topic couldn’t be better, as I’ve been working with companies on scoring OKRs, wrapping up 2024, and preparing for 2025 goals. There’s a significant difference between...
by mariomontag | Dec 9, 2024 | Coaching
As we approach the end of 2024, it’s the perfect time to reflect on your recent acquisition and set the stage for a successful 2025. Your priorities in the first 90 days are to learn the business, build trust with the employees, and reduce customer/employee...
