Lords of Lending
Journey through the labyrinth of lending with the dual expertise of Shane, the master of loan architecture, and Stephanie, the vanguard of banking innovation. Together, they demystify the art of business loans, from traditional SBA offerings to avant-garde financial instruments, in episodes rich with actionable intelligence.
Lords of Lending
Acquisition War Room | LoL #9
In this tactical deep dive, Shane, Stephanie, and Brian sit down with serial acquirer Collin Trimble to dissect what really happens when you scale through acquisition. From chaotic day-one takeovers to post-close surprises, this episode is all strategy, scars, and lessons earned the hard way.
📌 Timestamps:
00:09:49 - What Strategy Looked Bulletproof (But Wasn't)
00:12:38 - 28 Minutes In: The Day One Disaster Story
00:15:55 - You Can't Prepare for Everything: Assessment Strategy
00:17:35 - The 90-Day Employee Rule: Listen Before You Lead
00:20:17 - Finding Hidden Leaders in Broken Organizations
00:27:11 - Employee Due Diligence: What to Look For
00:30:21 - Cultural Integration: Bringing Teams Together
00:35:18 - Customer Experience: From Personal Touch to Scalable Systems
00:41:07 - Not All Revenue is Equal: The Tire Story
00:42:57 - Due Diligence Providers: RMR Audits & Quality of Earnings
00:49:53 - Legal Landmines: Why You Need Transaction Attorneys
00:56:58 - Technology Infrastructure: Building Customer 360 with Salesforce
01:04:43 - Quick Fire Strategy Round: Never Do Again
01:05:42 - Essential Legal Moves & Holdback Strategies
01:10:12 - The 30-Day Liquidity Priority
01:13:18 - Next 5 Acquisitions: Geographic Expansion Strategy
01:15:07 - Closing: Resources for First-Time Acquirers