In Good Companies

In Good Companies Trailer Bonus Episode 12 Season 4

[Fan Favorite] Strategic Partnerships and the Art of the Deal, with George & Joshua Robertson

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We wish you a very happy holiday season! 

Join us in revisiting a much loved episode from season three. It’s our gift to you to say thank you for being part of our In Good Companies community.

This fan favorite episode asks: Are you thinking about selling a business? Or buying into a venture in the new year? Then you know that when it comes to dealing with the deal, both stakes and emotions are high. So, to help you navigate the opportunities ahead, we dive into the human element of mergers and acquisitions (M&A). What’s it like to sell your business? How do you manage change? What can you do to build trust?

To answer these questions, we speak with two people who have experienced the whole spectrum of M&A transactions. The father and son team George & Joshua Robertson run GrowCo Capital, an investment firm based in Fort Worth, Texas. But before they were in venture capital, they ran their own businesses, including National HME. Hear the story of how George and Josh navigated the strategic partnership and eventual sale of their family business and the lessons they now bring to the buy-side. We’ll explore how to manage your emotions, communicate with employees and set a clear vision so that everyone can win. 

Grab some hot cocoa and join us for a season three greatest hit to learn how to “Deal with the Deal.” 

Highlights:
  • The Robertsons’ family background (2:05)
  • Planting the seeds for National HME (4:40)
  • National HME: the early years (7:43)
  • Why the Robertsons went looking for strategic partners (8:54)
  • How they chose partners (10:02)
  • Managing emotions (12:06)
  • How George and Josh adapted to new partners (14:22)
  • The golden nugget (16:41)
  • Communicating with employees (18:03)
  • Saying goodbye to the company you’ve built (19:23)
  • Having values at your core (21:47)
  • George and Josh on the buy-side (22:53)
  • Using what they’ve learned (23:57)
  • Channeling emotion towards a goal (26:13)
  • MasVida Health and the future for the Robertsons (28:17)
Links:

Feedback:

If you have questions about the show or topics you'd like discussed in future episodes, email our producers, Natalie.Barron@cadencebank.com, Eydie.Pengelly@cadencebank.com, or danielle.kernell@cadencebank.com.


What is In Good Companies?

Starting and running a business or managing one isn’t for the faint of heart. You’re balancing internal and external forces in a continually changing landscape. You’re building strategies, and banking on the future – no matter what it holds. This is where Cadence Bank’s In Good Companies comes in. We share our wealth of knowledge, and insights from noted industry experts, to guide you through the forces shaping business today.

We’re back for Season 6, and this time, we’re setting our sights on the future of work. We’re asking the big questions, like:

What will your career look like in 2030? Or 2050, even?
How is ESG shaping the future of companies?
And how can we leverage AI to our advantage?

We bring together experts from across the board, from Silicon Valley to multinationals like EY, to help you stay on the cutting edge of business. And we get to know those who are building the future of our companies; because at Cadence Bank, we want to hear the human side of every success story.

Hosting our stellar range of guests this season is our new host, Ari Marin. He is a Cadence Bank Senior Vice President and family enterprise advisor, whose specialty is consulting with family-owned and small businesses. Ari’s idea of “good company” is being around creative, insightful people with unique and inspirational stories. For Season 6, he brings in his curiosity and ambition to In Good Companies, to lead discussions with our guests, and bring listeners across the U.S. all the information they need, in one place, in under 30 minutes.

Ready to launch into the future? Then join us!