How to Buy Companies That Aren't Profitable Yet

Podcast: M&A Science · Kison Patel

Opublikowano: 2026-06-25

Matt Arsenault, VP of Corporate Development & Strategic Alliances at Jamf "A $25 million M&A deal today can be just as valuable to a founding team as a $125 million deal three years from now." Matt Arsenault has run that math with enough founders to know it changes deals. Matt walks Kison through how VCs price a company on the management team and the size of the disruption opportunity, and why AI wrapper startups are now valued as acqui-hires. He shows how a liquidation preference turns a "$100 million" company into a $21 million payout for the founders. Then...