The Selling Successfully Podcast
If you’re thinking about or ready to sell your business, this podcast is for you. Tap into the knowledge of industry experts and hear first-hand from clients who have secured life-changing deals.
Hosted by Portage M&A Advisory Founder + Partner, Jim Friesen.
The Selling Successfully Podcast
Sell, Stay, and Scale: Flexible Exit Strategies in the Lower-Middle Market
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In this episode, Jim from Portage joins Kevin Laleyan from PE Gate for a conversation on what drives successful transactions in today’s lower middle market.
They discuss the common pitfalls buyers encounter and why both buyers and sellers need the right team in place to properly implement systems and processes after a deal closes. Alignment between both sides is essential, and PE Gate explains how they help uncover shared objectives and create clarity when navigating complex transactions.
The discussion also explores PE Gate’s flexible approach to deal structuring, including minority investments, rolled equity, vendor take-back financing, and majority ownership. By identifying operational weaknesses early and putting real skin in the game, PE Gate partners with management teams to build stronger businesses and work toward a successful exit.
Together, Portage and PE Gate focus on the lower-middle market, ensuring sellers are matched with buyers who are not only qualified, but truly the right strategic fit.
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