TheBitCast

The “Second Bite” Exit Strategy, With Todd Taskey

Podcast: The Agency Profit Podcast · Parakeeto, Marcel Petitpas

Opublikowano: 2025-12-10

Points of Interest 00:00 – 01:30 – Introduction: Marcel welcomes M&A advisor Todd Taskey, who specializes in investment banking transactions for digital marketing agencies doing $1–5M in EBITDA.01:30 – 02:40 – What Investment Banking Actually Means for Agencies: Todd explains what “investment banking transactions” are in plain language, covering how his team guides owners from first conversations through closing and integration.02:40 – 06:30 – The “Second Bite” Thesis and Evolutionary Transactions: Todd introduces his “second bite” concept using real client stories, showing how selling part of an agency can be a strategic leap forward rather than the end of an owner’s journey.06:30 – 09:20 – Private Equity as Growth Partner, Not Villain: Marcel rai...