This particular video is a compilation reel of videos #9-#20 from our HALO Academy 2 Minute Financial Drills series. (https://www.halotalks.com/category/podcasts/2-minute-drills)
In any M&A transaction, there's a pretty well-determined series of steps that tends to happen (regardless of vertical.) If you'd like to watch one (longer) video that outlines those steps in the order things (typically) tend to happen, this is the one to check out.
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0:00: Video 9: Mergers and Acquisitions ("M&A")
2:01: Video 10: Sell Side Process
4:02: Video 11: Sell Side Process Kickoff
6:06: Video 12: Sell Side Process Continued
8:00: Video 13: Non Disclosure Agreement ("NDA)
10:00: Video 14: Bid Instruction Letter
12:00: Video 15: Letter of Intent ("LOI")
14:04: Video 16: Selection Process
16:10: Video 17: Exclusivity Period
17:55: Video 18: Asset Purchase Agreement ("APA")
20:16: Video 19: Closing
22:17: Video 20: Funds Flow Closing
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Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale.
If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule
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RESOURCES
https://www.integritysq.com
https://www.halotalks.com
https://www.thehaloacademy.com
Watch the video here: https://www.youtube.com/@halotalks
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ABOUT YOUR INSTRUCTOR
Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America.
Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series.
Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup.
Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold’s Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.)
ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector.
Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.
