David Ogurek: M&A Due Diligence and Analysis

In this episode, Craig sits down with Dave Ogurek, Director at Caber Hill Advisors and the firm's first full-time hire. Dave shares his journey from corporate finance roles at manufacturing and PepsiCo to due diligence work in the audiology space, and how these experiences prepared him for investment banking. He discusses the importance of preparing businesses for sale, shares a memorable due diligence horror story, and explains his role as a Certified Valuation Analyst (CVA). Now based in Phoenix, Dave talks about building Caber Hill's presence in that market and offers valuable insights for business owners considering an exit strategy. Explore the full episode page to watch a video or read a transcript of the full interview: https://caberhill.com/podcast/david-ogurek-director-m-and-a-due-diligence-and-analysis

Chapters

• 0:00 Welcome and Introduction
• 1:01 Why Dave Stayed at Caper Hill
• 3:54 Building an Adaptive Firm Culture
• 5:45 Dave's Corporate Finance Background
• 8:25 Buy-Side vs. Sell-Side Perspective
• 9:32 Making Due Diligence Less Painful
• 28:08 Planning for Life After the Sale
• 29:15 Contact Information and Wrap-Up