Exit → Reinvest → Acquire: Building a HoldCo in the Agency World with Mark Homer скачать в хорошем качестве

Exit → Reinvest → Acquire: Building a HoldCo in the Agency World with Mark Homer

Mark Homer is back. In the last episode, Mark sold his agency (G&Gf) to a strategic, PE-backed buyer. This time, he breaks down what happened next: building his holding company (Grandin Holdings) and buying a 49% stake in Refine Labs—through a partner buyout where the majority owner wanted cash-on-close. We unpack the real mechanics behind the deal: Why Mark stayed in agencies for his first HoldCo investment (pattern recognition matters) The “two LOIs” problem: structuring a partner buyout + an investor buy-in at the same time Why they used SBA financing (and how a lending broker helped) What diligence actually looked like (QoE + downside modeling: “how bad does it have to get?”) Share sale realities: reps & warranties, liability, and why trust + control matters The tax and entity restructuring hurdle (and how they got everyone aligned) We close with what Refine Labs is looking to acquire next and what Mark’s hunting for inside Grandin Holdings. Please subscribe and hit the like button. It means a lot, and I'm putting out videos every week! If you have any questions at all, fire away. If you think you or someone you know should be on our show, or you just have a question, email us at ⁠info@agencyacquisitionsandexits.com⁠. Follow Peter on Instagram: ⁠⁠/ peterlang⁠⁠ Follow Peter on LinkedIn: ⁠⁠/ peterclang⁠⁠ Follow Mark on Linkedin: / markhomer Free 21-day Programmatic M&A Training: ⁠⁠https://digitalagencybusiness.com/⁠ ⁠