))
Ep. 10: Behind the Deal: Wolverton’s Journey to Sell
Manage episode 482268856 series 3573061
What's it really like to sell your AEC firm? For founders, it’s more than a transaction—it’s a personal and professional milestone shaped by decades of hard work, innovation, and legacy-building. The path to sell your architecture or engineering firm can be emotionally charged and strategically complex.
In this episode of AEC Unscripted: M&A Edition, host Jeff Adams, Director of Mergers & Acquisitions at Stambaugh Ness, speaks with Jay Wolverton, the founding principal and former CEO, and Joe Macrina, the former COO, of Wolverton & Associates.
Together, they share their real-world journey through ownership transition—from exploring internal succession to ultimately selling to private equity-backed CHA Consulting.
Listen to learn about:
- Key consideration when internal succession isn’t the right path.
- Understanding the strategic and operational aspects of being acquired by a PE-backed platform.
- What life looks like after the acquisition for founders and minority owners.
🔔 Don't miss out! Subscribe to AEC Unscripted: M&A Edition on your favorite podcast platform. Let's explore the M&A landscape, unlock growth potential, and achieve deal success. Ready to dive deeper? Let's go! 🤝💰
Chapters
1. Ep. 10: Behind the Deal: Wolverton’s Journey to Sell (00:00:00)
2. Setting the Stage for Transition (00:00:26)
3. Wolverton's Vision: Building the Firm (00:01:55)
4. Fostering a Positive Culture (00:11:10)
5. Jay and Joe's Perspective on the Transition (00:13:49)
6. Exploring Exit Strategies (00:15:32)
7. Deciding on Private Equity (00:27:36)
8. The PE Transition: From Partnership to Integration (00:31:24)
9. CHA's Acquisition Perspective (00:44:43)
10 episodes
Share
