David Ellison’s Skydance Paramount Wins WAR for Discovery Acquisition

On February 17, 2026, Warner Bros. Discovery board of directors assessed Paramount Skydance’s proposal to acquire 100% of the company’s equity as being on terms far more favorable than Netflix’s existing offer. Netflix had previously agreed to a merger valued at $27.75 per share—$82.7 billion in total—targeting only the studio and streaming assets.

The Winning Offer

By contrast, Paramount Skydance presented a new proposal on February 14, 2026, offering $31 per share—$110.9 billion in total—for all assets, including broadcast networks such as CNN. Under Warner Bros. Discovery’s formal notice, Netflix was granted a four-day priority period to respond and negotiate; however, on February 26, 2026, Netflix confirmed that it would not submit a revised offer.

My Role in the Winning Bid for Team DAVID; I am happy to report my alliance with David Ellison has been VICTORIOUS for the Billion Dollar Cash Offer for Discovery Channel from Warner Brothers Board of Directors. David did not need me in this transaction. However I offered some strategic political guidance to him on the Political and Market Chessboard to dominate a weak Netflix strategy. Resulting in a obvious Victory for CEO David Ellison’s TEAM SKYDANCE PARAMOUNT!

The Key details of David’s Winning Bid forcing Netflix to backdown are as follows;

As of February 27, 2026, Paramount Skydance has agreed to acquire Warner Bros. Discovery in a massive $110 billion deal, creating a combined media giant. The agreement, which follows a long bidding war and Netflix’s withdrawal, brings together major film libraries, streaming services (Paramount+ and Max), and television networks. Variety Variety +3

Key Details of the Acquisition (as of Feb 27, 2026):

Previous Negotiations have been ongoing and stalled at times. Warner Brothers has allowed Key Details to reveal they are on the seller side of the table and not in a positon to negotiate with a strong Buyer; TEAM DAVID ELLISON.

The current details are as follows of the Acquistion.

Deal Structure: Paramount will acquire WBD for $31.00 per share in a cash deal, with a $7 billion regulatory termination fee.
Financing: The Ellison Trust is providing $45.7 billion in equity, with an additional $57.5 billion debt commitment from Bank of America Merrill Lynch, Citi, and Apollo.
Impact: The merger consolidates two of Hollywood’s “Big Five” studios into one, significantly altering the landscape of entertainment, news, and streaming.
Regulatory Scrutiny: The deal is expected to face intense antitrust review, with the California Attorney General’s office signaling a potential challenge to block the merger. PR Newswire +3

The deal is expected to close by the end of 2026, pending regulatory approval.

This is a ongoing situation and will see new developments and I will keep you the reader updated as the Story Evolves.

Jameson Sharp Chairman of WAR INC.

Asset Management, Billionaire, Business Articles, Investment Banking, Mergers and Acquisitions, Securities

Mr. Larry Fink Founder BlackRock

TEN FACTS THAT MAKE MR. LARRY FINK THE MOST POWERFUL MAN ON WALL STREET

Capitalized

Mr. Laurence D. Fink (Larry Fink) needs no introduction he is a Founder of BlackRock a Asset Management Company with over 10 Trillion of Assets under management and has been a leader in Investments and Technology space since Founding his company in 1988. Mr. Fink’s story should be defined by his exceptional resiliency. In the early 1980’s Mr. Fink was a M&A Investment Banker at First Boston. And quickly rose to be the top of the Bond M&A Leader space. Until a loss that would ultimately change his career’s trajectory.

It is no mystery Mr. Fink and Blackstone’s Founder Mr. Stephen Schwarzman were partners during the late 1980’s and after a proposal was declined? Mr. Fink decided to sell his stake. Which led to Mr. Fink to start his own Asset Management firm. And ultimately this move led to BlackRock becoming THE Dominant name in the the Asset Management Space.

Entrepreneurs are Outcasts

Any Man of Good Courage like Mr. Fink knows you will encounter opposition to your mission. But you must over come the opposition. “With good courage.””Interestingly as a Entrepreneur like Mr. Fink? I too have had a professional brush ups with Blackstone’s Management. But all is forgiven, and I honestly do have nothing but the greatest respect for Blackstone’s leadership. Mr. Fink, Mr. Schwarzman and even Myself have all been treated as Outcasts in the Investment space. So I believe I am in good company as a fellow Entrepreneur. Smile.”

EXCEPTIONAL SUCCESS IN THE ASHES OF A 100 MILL FAILURE

In light of all the incredible success’s Mr. Larry Fink has had in becoming the most Powerful Man in Finance. It must be shared in order to build his investment success’s? He was subjected to torturous intractable failures and pain along the way.

It is said by some entrepreneurs our failures sometimes become “Badge’s of Honor Stories”. And great stories and legendary stories that circulate within the community.” Mr. Fink’s 1986 One Hundred Million Dollar trading loss has to be best described by me as a “Badge of Honor!” Not because his trading team lost 100 million. But because he did not allow this to define his future.

Even though Mr. Fink did experience a One Hundred Million Dollar Trading Failure that originated when his team was running the Bond Trading at the Investment Bank “First Boston” in the second financial quarter of 1986. Mr. Fink was not fired from First Boston Bank. But he was sidelined. This was not the end for Mr. Fink. He would move on to demonstrate exceptional resiliency moving forward. He has shown us all defeat is not the end. He quietly left First Boston Investment Bank at the age of 36. And moved on from this to Become one of the Greatest of All Time within Asset Management.

Risk is everywhere in Business

After Mr. Fink’s team failure at First Boston, suddenly other Bond Traders and other associates within the Banking space did not want to be associated with him. He was BlackBalled. Just like I have experienced in my quest as a Software M&A Investment Entrepreneur. People will throw mud at you, the groupie cowards quietly snicker and talk behind your back, sabotage you, spreading untrue rumors, and even sabotaging your prospects. All the while avoiding you.

But on any day? These same subversive types will never be able to handle open physical combat with real bone crushing consequences, or in general? Perform at your level. Mr. Fink as a fellow entrepreneur knows how to let your Investment Performance do the talking for you. We learn that the under-performers who sabotage others? They hide. But it’s not the end. Keep moving forward. Punish them with your performance. Risk will always be present.

Mr. Fink has been there done that and now? So have I! “If your not failing and fighting your way forward? Your Not Learning.” This brings me to this Posts purpose.

It’s important to point out even though Mr. Larry Fink experienced a failure and decided to leave his Investment Bank at First Boston. It was clear no one was going to give Mr. Fink access to capital to manage. Until everything changed! Mr. Fink quietly met the Legendary Blackstone Founder Mr. Stephen Schwarzman and then his professional life changed. Access to capital is everything.

Ten Facts about Mr. Larry Fink that make him Formidable

If your not “HARDCORE” about your business and life’s mission? Your not defining your legacy.

1988 Mr. Larry Fink Establishes his Investment Fund which becomes known as BlackRock

1989 Mr. Larry Fink takes BLACKROCK Public. When BlackRock goes public in 1989 it is the Fifth largest Asset Manager listed on the New York Stock Exchange.

Mr. Fink serves as interim Co-Chair of the Board of Trustees of the World Economic Forum and Co-Chair of NYU Langone Medical Center.

Mr. Fink is a current member of the board of the Museum of Modern Art and serves on the Advisory Board of the Tsinghua University School of Economics and Management in Beijing

Mr. Fink’s Duty To Preserving the Liberal Arts

On a side note: “I love that Mr. Fink loves Art like myself and is PURPLE in his political beliefs”. And this is really refreshing Mr. Fink is a staunch advocate and invests in Philanthropy and keeping the Liberal Arts Scene alive. Thank you Mr. Fink! I would like to introduce you to someone who was very kind to me when I was first starting out and who recently passed on and was a fellow Investment Professional from Kansas City. “Mr. G. Kenneth Baum.” Mr. Baum facilitated H&R Bloc Initial Public Offering during his Investment Career. Mr. Baums Son Jonathan Baum, lovely Wife Anna Baum and their entire lovely family in Kansas City would be happy to see I am keeping Mr. G. Kenneth Baums legacy alive in this post by sharing The Baum Family has contributed substantially to our local Art’s scene and the Nelson Museum of Art in Kansas City. It makes me sad I am not in Kansas City currently. However I am there in Spirit. It’s home.

For more info on Mr. G Kenneth Baum? Click here. Back to Mr. Fink.

Facts about Mr. Larry Fink

If you did not know? Mr. Larry Fink is a leader on the Executive Committee of the Partnership for New York City.

Mr. Fink’s Education Success earned him an MBA from the University of California at Los Angeles (UCLA) in 1976 and a BA from UCLA in 1974.

Mr. Larry Fink is the Chairman and CEO at BlackRock: As the firm’s leader, he is responsible for senior leadership, succession planning, and client relationships

Global influence: Fink sits on the board of the World Economic Forum and is a highly influential figure in global finance, with his letters to investors often setting the agenda for major market trends and corporate social responsibility.

Mr. Larry Fink is a leader and in Good Standing as a Member of Kappa Beta Phi Fraternity

Mr. Larry Fink is a Global Leader in Finance and AI Global Influence. His professional Opinion and Influence reach all the way to the Oval Office of the United States of America, The Senate on Capitol Hill, and to Political Leaders across the globe. A Professional Man To Take Serious. Honor.

Capital, Risk, Initial Public Offering

Thank you for reading my post on the Ten Facts about BlackRocks Founder Mr. Laurence D. Fink, Mr. Larry Fink. I would like to end this post with a quote that details Mr. Finks Character and Commitment to helping his guys who are Investment Fund Managers. In a recent article Mr. Fink was heard Praising the alway’s respectable and Dominant Bond Market Analysis Voice his Chief Investment Officer Mr. Rick Reider.

In a 2018 interview, Fink expressed his admiration for Rieder’s character and passion, particularly his “headfirst approach to everything he does”.
- “More than 50 percent of what attracted me to Rick in having him come to BlackRock was his personal being and his character”.
In a 2013 article, Fink praised Rieder’s work, which helped to turn around BlackRock’s active fixed-income business after years of underperformance and redemptions.
Fink referenced a “great statistic that my good friend, Rick Rieder, uses all the time” in a 2024 CNBC interview.

As a Entrepreneur I do believe soon, I too will be in a position to have serious conversations with Investment Professionals about raising my own Company from the ground up. Like Mr. Fink and Mr. Reider’s Fund has done. And I do appreciate my own moves and investment performance will dictate that opportunity.

All things Considered?

Mr. Fink has previously stated on CNBC “IPO’s are good thing!” CNBC Appearnce . Hopefully soon? Me and a Group of Investment Professionals, We can make that reality. And just like taking a page from Mr. Finks Book? I too won’t allow the failures and painful defeats I have sustained from keeping me from going public like Mr. Larry Fink has also done. Making me another Entrepreneur outcast that has reached serious success with serious minded Investment Professionals.

Even though I have also sustained embarrassing failures like Mr. Fink and other professsionals? I too won’t allow these failures to decide my future success. Keeping my integrity, and mission simple and keep moving forward. Like Mr. Larry Fink has done. Thanks for reading. And Thank You Mr. Fink and Mr. Rieder for the content. Jameson “Doc” Sharp.

Business Articles, Investing, Investment Banking, Mergers and Acquisitions

The Federal Reserve Raises Interest Rates

The Federal Reserve raises it’s Benchmark Interest Rates by half a percentage point which is the most aggressive action since the US is facing highest inflation rates in 40 years. Behold a new term for most? “Quantitative Easing”

After much anticipation, fan fare, and business news speculation due to rising costs within the market and easy access to cheap margin debt? The Fed convenes and finally comes out and say’s “It’s time to raise the Fed’s Interest Rates.”

The last time the Fed Raised Interest rates were in 2018. Quantitative Easing is now working by pushing more money into the economy by way of the Central Banks buying more Government Bonds through individual banks which lends money to businesses and individuals.

Ok! But What does raising the interest rates mean? After yesterday’s press conference, the Federal Reserve’s Chairman Mr. Jerome Powell began informing the Press and the Finance community. Today’s Information and Report from the Good Reporter Mr. Jeff Cox, The Business News Editor of CNBC. FULL ARTICLE

“The Federal Reserve will begin to Raise Interest rates by a half a Percentage point per the markets anticipation. When asked, The Fed’s Chairman Jerome Powell had to say about this historic increase?

“Inflation is much too high and we understand the hardship it is causing. We’re moving expeditiously to bring it back down,” Fed Chairman Jerome Powell said during a news conference, which he opened with an unusual direct address to “the American people.” He did touch on the burden of inflation on lower-income people, saying, “We’re strongly committed to restoring price stability.”

Furthermore the Feds Chairman say’s, “The American economy is very strong and well-positioned to handle tighter monetary policy,” he said, adding that he foresees a “soft or softish” landing for the economy despite tighter monetary policy.

It’s likely according to the Chairman Powell’s opinion and comments on this interest rate hike, “Their will be many Fifty 50-Basis Points rate increases are coming soon. But likely not more aggressive than that.”

When you stop and consider how the Fed will begin raising the Interest rates in detail? It will look like this. They will start by raising the Interest rates by Half a percent in the first stage. Then raise again to the Three Quarters range of a Point. Then another quarter percentage of a point, Equaling the Full 1.0 percentage point. The video below demonstrates the numbers in detail.

With all the free flowing margin debt that has been free flowing for years? It makes sense the Fed is wanting to take the steps and transition raising the debt interest rates instead of a sudden hike. This ensures markets are not suddenly impacted to the point of panic. Rolling out stricter policy for a soft landing on the American People and Investors. This also begins to address the Inflation that is beginning to be out of control. But here are some more in depth facts from the report.

In conclusion we will need to sit back and see how things begin to work. It’s never easy to accept the Party’s over with easy free cash. But as time moves on I have a suspicion the market wont rise above what the market can handle. That is just my 2 cents

In addition, the central bank outlined a program in which it eventually will reduce its bond holdings by $95 billion a month.

This undoubtedly is the largest rate increase since the fed relaxed rates in 2000, and the inflation of American Debt has pressured the Fed to begin the process restricting Debt Rates.

Fed Chairman Jerome Powell underlined the commitment to bringing inflation down but indicated that raising rates by 75 basis points at a time “is not something the committee is actively considering.”

Thanks for reading todays Post on this Historic Event we have all been anticipating and speculating on for quite some time. If you have anything worth the time to add? Please comment below,

GODSPEED
JS

Business Articles, Investment Banking, M&A Intelligence Services, Mergers and Acquisitions

Mergers & Acquisitions Strategy and Intelligence

Today’s post will be revealing a creative Strategy a British Businessman used for a unlikely Acquisition netting him 60 million pound richer on just 4 million in finance. This post will share more about his creative strategy, and ask the question? Did he use secret intelligence from former British Intelligence to make a deal of a lifetime?

Mergers & Acquisition Case Study

This is Mr. Peter Jones. Mr. Jones usually appears on the Hit TV Show Dragon’s Den on the BBC. During one episode many years ago on the BBC. Peter interviewed a quiet Businessman that did not seem like a creative business magician. When this man was pressed in the interview about his transaction that netted him 8 figures? He revealed a creative strategy that made him an 8 figure fortune.

The man we are talking about in this article is British Businessman and Financier Mr. Chris Dawson. Mr. Dawson negotiated his way to a very lucrative Transaction of a lifetime. Paying literally pennies on the pound.” Making him 60 million pounds richer all of just 4 million in finance.

“How did he do this?

Business Communications Strategy

Did you know as a Business owner and Community leader how you communicate with the Public and Business community is more important than ever? Most Executives and business owners would rather stay quiet and out of the news and it’s ridiculous untrue headlines. However there are a select few Business figures Id like to point out who made it work for them. One of those people is my friend Mr. Marcus Lemonis CEO and Chairman of Camping World and Host of the Hit TV Show The Profit. Marcus has basically turned Prime Time Television into a Deal Flow PR machine for his Company. And if you really consider all things being equal? So has Mr. Peter Jones with his BBC Series and Appearances on Dragons Den. It’s literally the Entrepreneurs Deal Flow Machine. It’s pure Brilliance under the understanding of being a Reality TV Series. This type of strategy is not cheap. However I feel both of these fella’s understand full well the power of the Mass Media. So much so they are laughing all the way to the bank.

This next use of Mass Media and creative strategy for business exhibits pure brilliance.

Developing Business Strategy

This brings me to my point for Strategy on today’s post. A British Businessman named Chris Dawson used the Media clearly to his advantage. Basically what he did was this. The small Business Finance community was informed through Business NEWS, a failing Business Department store was accepting offers. However here is what happened next?

Chris used a someone other than himself to drop a hot tip to several journalists that cover this area in the business papers. The business tip shared that the Failing Department Store had five buyers already in line to buy the failing business. The Media Reported this story. This reported new story basically worked so well. No other buyer wanted to pursue making a offer for the failing company. Leaving Chris as the only Offer which happened to be a low ball offer. This worked in his favor. He cornered and had tricked the competition in to moving on. Leaving him as the only last option for the Failing Business. LOL HAHA!

Since he closed this Transaction. You can already see this strategy secured him a deal of a Lifetime. What other factors made this opportunity so lucrative for Mr. Dawson? Chris owns a chain of Department Stores and it was super easy for him to liquidate all the extra product he had just acquired. Making him a very very rich man. Plus He used the Media to kill off interest from other buyers. That is sure brilliance. But that’s not all that he did to secure this huge Business victory. In the end? It’s likely Mr. Dawson was not only just lucky. Word on the street from my own sources within my community share? He had help from a shadowy group of former British MI6 professionals. We will never know. But I can share this. His deal wasn’t all luck.

M&A Deal and Market Intelligence

Competition Is Fierce. Have a team of Advisors willing to secure on the ground intelligence rather than finance intelligence is vital to successful transactions. I do have several Attorneys and Accountants that have confided in me some of the large firms have become relaxed on the due diligence standards. To combat this when it matters the most? You need professionals who can ensure victory with information not easily found with normal due diligence.

The current Mergers and Acquisitions Market is so competitive and fierce most Private Investors and Private Equity Buyers do sometimes need extra information on markets and on Targets. With all the moving parts and info needed to make a decision? The finances sometimes do not tell the entire story. Wouldn’t it be nice if your executive team had peace of mind with secret information like Chris Dawson? We can offer advisory consulting, and Executive management consulting other firms can not. If your team needs an extra layer of security and intelligence? CONTACT ME NOW. Myself and my veteran brothers come from a variety of backgrounds and all of us have served inside the Intelligence and Military Special Operations community.

Using our teams specialized training and Global War on Terror experiences. Our professionals can ensure your team of executives a extra layer of security while your team of executives and Attorneys are at the negotiating table. Or for when making a group decision to move forward with a transaction. Our small group includes service within Army 75th Rangers. Army Special Forces Green Beret NCO’s, and Senior Officers, and experienced Operators from Marine Special Operations.

In conclusion developing a strategy and securing additional information for business transactions is a smart play. The only thing that truly matters in todays hyper competitive environment is information others are trying to hide. It could very well be a life changing event, or put in play a series of events that create a extraordinary win for you and your team. I hope you enjoyed todays post. And I will hope you found this story and strategy of a British Businessman useful.

Godspeed.

Mergers and Acquisitions

Dan Peña

Mr. Dan Peña the Trillion Dollar Man was very generous in tweeting and sharing the interview I conducted with him. For the full interview? Click Here

Respect! 100%

Dan Peña’s Website of Interviews.

I made it on his super short list of Interviews. 100% Awesome. Click Image to go to Dan’s Website

If you have not read Dan Peña’s Book “Your First 100 Million?” Do so today, you will likely learn a few things you never thought possible. To Download his book? CLICK HERE

Your First Hundred Million Book Image Dan Pena

Dan Peña Gutherie Castle

Guthrie Castle valuation? The Castle and estate is 156 acres and just about 500 years old. Mr. Pena rents out the Castle grounds for Events like Marriage Ceremonies and other get togethers. This is not longer the case and this majestic property is private now. \We don’t know the exact worth of the castle but it’s been said to be worth over $25 million!

Godspeed

Business Articles, Mergers and Acquisitions

I Interviewed The Trillion Dollar Man Dan Peña

So a few month’s back I reached out to the QLA Founder who is known online as the one and only Mr. Dan Peña. When I submitted my Questions to him little did I know his answers would be just as entertainingly colorful as his Youtube videos.

Here is the thing. I knew nothing about Dan until one of my close Mentors who himself is a Bad Ass Senior Big 4 Partner sparked my curiosity one day while on a Zoom call in September. Sure I have seen suggested videos about Dan before. But I paid them no interest. But this day I made a note and went to watch what this guy was all about. What I found was? Dan’s videos are about helping normal average non high performers to try and reach or obtain a level of Business sophistication that makes them super wealthy through a methodology called QLA.

Dan’s coaching and teaching videos are also meant to help the Entrepreneurs who struggle with sales so they have a fighting chance. And to toughen up so to speak. Dan is a Military Veteran like myself, he served around the Vietnam era and honestly as a fellow Veteran? Dan is 100% hard as fucking nails.

And so I asked him a few Questions only a Military Veteran would be able to ask. And these are colorful his answers…

Mr. Dan Peña’s Backstory

Before becoming very wealthy by taking Great Western to an IPO on the London Stock Exchange Youtube Sensation and QLA Founder nicknamed the Trillion Dollar Man Him Self Mr. Dan Peña, was busy serving in the United States Army. (DANS WEBSITE )

Dan Peña began his career as a financial analyst on Wall Street. … He went on to become president of Great Western Resources, Inc., a Houston-based oil company eventually listing his Company on the London Stock Exchange. After a Board of Directors shake up, Dan Walked away after the dust settled with a very large multi million dollar pay day. (Dan Peña Youtube Channel) Click pic for Youtube Channel.

I asked Dan many questions. But to keep this article short for all intensive purposes? Here are the answers that have the most value for you. Thank’s DAN it’s a privilege to interview a fellow Veteran.

How Dan Peña Made His Millions?

-QLA can it work for any veteran?

ANY VET THAT HAS TRUE COMMITMENT & FOCUS, PLUS HE NEEDS 2 BE REALLY HUNGRY!

-What is the key to becoming Successful and established as a Investor?

SUCCESS IN ANYTHING IS ALL ABOUT FOCUS!

“WARNING” IF you find profanity offensive, and if you have trouble with realizing the truth about yourself? This is not for you. DAN Will not spare your feelings. Read on at your own peril.

-Do you feel being a Combat Trained Ranger Trained Infantry Officer helped you be successful in the tough and difficult world of Investment Finance?

IN THE 60’S, WHEN I WENT THRU INFANTRY OCS, FROM DEC 1966 TO JUN 1967, RANGER TRAINING CAME AS PART OF INFANTRY OCS – BUT WE GOT NO BADGE CERTIFICATION! Ranger TRAINING WAS NOT AS LONG AS RANGER SCHOOL – BUT EXTREMELY INTENSE!

BUT NO DOUBT, IT TUFFENED US UP LIKE NOTHING IN CIVILIAN LIFE! IN THOSE DAYS, THEY LITERALLY BEAT US – PUT BATTERY CABLES 2 UR BALLS – PUSHED U OUT OF TREES WID UR ARM/LEG TIED, 2 DISLOCATE UR JOINTS – PLUS IF CAUGHT IN TERRIST TACTICS, STAKED U OUT ON AN ANT HILL & POURED HONEY OVER U – LEAVING U A COUPLE DAYS! MY BEST MAN ALMOST DIED ON SUCH A HILL!

SUCCESS IN ANYTHING IS ALL ABOUT FOCUS!

-How do you scout for talent?

GREAT POTENTIAL, LEAVE GREAT FACT PATTERNS OF PAST ACTVITIES!

-How do you acquire Deal Flow?

THRU R DREAM TEAM BOARD & R OUTSIDE LAWYERS/ACCOUNTANTS, PLUS R UR BANKS!

-Where do you see your Private Equity Group in 10 years?

WE R NOT PE! BUT QLA WILL BE AROUND 4 EVER! I HAVE BIN WORKING THE MODEL 4 MORE THAN 50YRS!

GOOD HUNTING!

Mr. Pena’s Controversial Teaching methods are honestly how you build winners. The Military Trained him for War, he trains young men at his Castle in Scotland to win.

Did you happen to catch my latest article News interview on the latest Acquisition? “HERE”

I was surprised that Dan truly does want what’s best for all people. And the straight facts are Dan doesn’t like to see weakness within his fellow Entrepreneurs. His twisted love albeit fucking twisted and dysfunctional is meant to be a Soldiers Affection in a way. You have to be a Soldier, Sailor, Airmen or Marine to understand where I am coming from. And this is why so many men who did not serve in uniform find him offensive. Business is fucking hard. And he want’s to transform you to be able to accept the ridiculous rejection you will face if your in any business. That’s why he behaves the way he does.

What is Dan Peña's Military Ranks?

Dan Peña was discharged from the United States Army at the Rank of Lieutenant

To all my fellow Veterans, Men or Women, Bad Ass Infantry or Sailors that man the Conning tower on submarines. Here is a Cheers to you. As I sign off? I hope you found this interview useful, I know I had a blast conducting it.
As we say in the Marine Corps. SEMPER FI

-DOC OUT!

Mergers and Acquisitions

Youtube’s Best Acquisition Entrepreneur Show

This morning while I was sipping my coffee Jon Stoddard’s Mergers & Acquisitions Podcast was referred by a Attorney and Im convinced it’s the best damn M&A show online. 100%! No kidding everyday I spend 2 hours after I wake up on study time learning and training for new skills. For the last month I began learning Python coding, and it seriously takes time to learn how to code. But when I opened Youtube I had a message from a New York Attorney that read? “Thought this would be helpful for you to watch in the morning as you train.” This is what I found when I clicked the link. Jon Stoddard’s Mergers and Acquisitions Youtube Show. Since I am in this small Business community I immediately stopped what I was doing and watched the video. Click picture to watch his channel.

What is Youtubes Best M&A Podcast?

According to Entrepreneur Investment Group Partner Sharp J? Jon Stoddards Youtube show about Mergers and Acquisitions is the most informative online.

Christopher Wick M&A Entrepreneur

The first video I watched was the Talented and high energy Mr. Christopher Wick who has a growing and profitable track record of making one Transaction a year. Bravo Good Sir. This is fantastic. I was immediately drawn in because the language and struggles, challenges faced by this good man was exactly the same I am facing. But in a different industry. LOL If you have not watched this youtube show with Jon and Christopher? Do it now.

There is a entire community out there that has the experience that I have been looking for. As I watched this amazing interview? I suddenly found it was if a vail of obscurity was lifted. Matters of financing transactions, finding deal flow, and more was shared generously.

Patch Baker – 100 plus Acquisitions

My second video I began devouring was Patch Baker, interestingly Patch is a former Marine veteran and has completed over one hundred Mergers and Acquisitions Transactions. Plus Patch’s company MOBIUS marketing and media is a former client and partner of juggernaut Black Rifle Coffee Company who just went public.

https://youtu.be/GLb_uAwVP2o

All this content is so valuable and helps the Entrepreneurs who are out doing exactly what they are doing begin asking the right questions. And start pursuing the right answers. Path Baker’s entire conversation on conversion rates and mathematics behind advertising and paid ad spend was eye opening. I had a inkling that this was the case. But he just confirmed to me why so many small businesses fail when placing ads on Facebook and Google. It’s truly fascinating how he went into and shared how Sir. Richard Branson quietly took over the British Virgin islands using strategy that seemed completely natural. It makes sense. I would highly suggest you check out Patch and watch his interview in it’s entirety.

Mergers and Acquisitions Stories and Experience Goldmine

In conclusion for today’s post? I would love to share that there is a entire eco system of content out there if you know where to find it. Patch Baker was saying in his conversation that going super niche is sometimes not the right play. Look at Blockbuster. In the 1990’s everybody was lining up for a chance to go super niche like this failed American brand. Evolution and change happen daily. If you don’t change and don’t keep evolving as a entrepreneur trying to improve growth and create better value in the market? It’s likely you as a entrepreneur probably won’t succeed. The lesson’s learned from this show are truly unique. So I would highly suggest if your are in the Mergers and Acquisitions space and are researching the eco system as a entrepreneur? You will one hundred percent need to watch this fantastic Youtube show by Mr. Jon Stoddard.

Godspeed

Accounting, Business Articles, Mergers and Acquisitions

Maintenance Capital Expenditures What?

Since your likely in business, a Business professional, or a Entrepreneur who is researching to find more information about the meaning or differences between CAP EX and Maintenance Capital Expenditures? I have great news for you. I am willing to help answer this question for all you Google Searchers. Today’s lesson will be directly about a particular line on your Investing activities cash flow statement, Operating Expenses details, and Balance sheets.

So everybody if you have not yet taken basic Accounting classes? Your likely like me and studying as you go. It’s a ongoing challenge. However you have no excuse in todays online information super highway and access. So in the spirit of sharing cool new Accounting information I discover? And for the fact I find myself implementing this new knowledge in cool ways. Let’s talk about today’s latest topic I discovered while researching what is Intrinsic Value in Investing . Which by the way is an entirely different topic in it’s own right. Now on to the main event. Maintenance Capital Expenditures.

Did you catch my latest article about “Wealth management Trusts?”

What is this “Maintenance Capital Expenditures or CAP EX”?

You don’t need to be an Accountant or business superstar to run a small time Lemonade Stand in your neighborhood. So as you begin to sell lemonade? You will likely have cashflow on the balance sheet. This is where things become interesting.

Today we are talking about financials? I would love to detail what the line on your Financial Statement that say’s Maintenance Capital Expenditures.

When we look at a company’s cash flow statement which you should know “ENTREPRENEURS!” you will be looking for the line CAP EX or Maintenance Capital Expenditures.

Please don’t overcomplicate the info here. However when reading a Cash flow statement you will see a line called Capital Expenditures. It’s the exact same thing as a Maintenance Capital Expenditure. Cap Expenditures and Maintenance Capital Expenditures are the same thing. Often times I do see people who confuse CAP EX with Maintenance Capital Expenditures. Don’t let this confuse you. It’s the same.

Here are the two classifications that capital expenditures can fall under.

When

Maintenance CapEx: Is the required ongoing expenditures of a company to continue operating in its current state (e.g., repair broken equipment, periodic system updates) Operating Expenses.
Growth CapEx: Is the discretionary spending of a company related to new growth strategic plans to acquire more customers and increase geographic reach

According to a friend at a local Regional Law Firm and as TAX Attorney and Accountant,

An income statement reflects operating expenses incurred during a period of time.

Capex is considered a long-term investment, rather than an operating expense, because it has an economic life greater than a year (unlike operating expenses).

In conclusion in today’s lesson if you are running a Lemonade stand during the summer while teaching your kids the proper way to expense a business? I hope you would now clearly see? That Capital Expenditures and Maintenance Capital Expenditures are the same and they are for all the little things the business needs to operate and create free cash flow in the simplest of terms. Stay hungry, stay curious and be fearless when walking among Captains of Industry.

Business Articles, Mergers and Acquisitions

Does a increase in Money supply mean Businesses are ripe for consolidation?

I received a question directly from the awesome searching entrepreneurs on Google Search today, So its with great privilege I get to share, explain, and answer this fragmented question to help all the future professional Entrepreneurs, Bankers, Accountants, and Corporate Attorneys out there. At the risk of sounding insensitive this question is slightly off base. So let’s dissect the elements and answer some facts.

“Who controls the United States Money Supply?”

The United States Treasury manages all of the money coming into the government and paid out by it. The Federal Reserve’s primary responsibility is to keep the economy stable by managing the supply of money in circulation. The Department of the Treasury manages federal spending.

So since we go this out of the way. Let’s move on to another question that creates value. Natuarlly we are going to want to ask the Question, “What makes the money valuable in business?”

“What makes the Money Supply valuable in Business.”

The value of any good is determined by its supply and demand and the supply and demand for other goods in the economy. A price for any good is the amount of money it takes to get that good. Inflation occurs when the price of goods increases—in other words when money becomes less valuable relative to those other goods.

If you have never watched the 2007 Business Movie that won all kinds of awards please watch this evil cruel film. It tells a disturbing story about a Oil Magnate mad man willing to go extreme lengths to use, abuse, and use dishonesty measures in business strategy in California in the early 1900’s.

There will be Blood “MOVIE”

“How does money get it’s value?”

The value of money is determined by the demand for it, just like the value of goods and services.

Business Landscape & Business Environment

Take a look at the volatility of the current Business market? It’s constantly changing second by second. It’s been my experience that in order to really look at company’s worth an acquisition development effort you must look at the long term future. Several questions come to mind. “Is the company easy and simple to understand?” “Does the business have a bright future because of the products it sells?”

Warren Buffett is always sharing that the business he looks for are the products and companies we love like Coca Cola. It’s the most recognizable brand in the world. And its future is certainly guaranteed to dominate most beverage shelves in nearly all stores and restaurants. So we can be pretty certain that investing in Coca Cola will be fruitful for investors. Coke is always looking at competition and alway’s buying up the best performing brands. If you did not catch the Coca Cola Acquisition of Body Armor last October? Please read about this Acquisition here. I mention this because I was contacted by a International Business News TV Station in Asia to comment on the transaction.

Acquisition Strategy in the Market

I would love to share a interesting view from the one and Only Mr. Bill Ackman who is the CEO and Founder of New York City powerhouse Activist Investment Firm Pershing Square Capital. At the expense of sounding like a Fanboy of Bill’s investment career? Which I am by the way. Bill personally is a sincere and just all around great guy. I really look up to his career as an example of where I am headed. He too was a Entrepreneur with a really tough road filled with hardship, adversity and impossible rejection. So I take comfort in his story that I am where I need to be.

This may sound ridiculous and surprising to some people who read this. But I am good with criticism I will receive sharing this next bit. Interestingly I will be going fly fishing with him sometime in the near future. But that is another story for another time. Let’s get back to business.

Research The Market For Acquisition Target Opportunities

Bill always said that when a downturn in the Market happens. He and his team of Analysts and researchers at Pershing look for opportunities by looking at Companies stock price that are trading for values lower than it should be. Meaning its undervalued stock price is an opportunity.

Activist Investing Strategy

Bill and his team shocked the Investment world during a market downturn when they made a trade off four hours of research making the Investment Fund Four Billion dollars in profit. Here is the short story.

If Wachovia wealth management company was trading at $1.84 and we look at the annual reports and the Debt on the books, and all the financials during a Due Diligence research session? And we decide the company is undervalued from the free cash flow and then look at the Stock price? We know there is opportunity for profit on this trade.

In doing this we look at the stock price and over all company valuation and decide is the company undervalued? Bill Ackman and his team mate Mick made a trade after 4 hours of research. And bought the Stock at $1.84 and later sold at around $9-$10 dollars a share. They bought 42 percent of the Company stock volume over 4 days. And made 4 billion dollars in profit just days after. Anyways all things considered? Bill’s Pershing Square Investment Fund made out like Bandits into the night. LOL Just incredible story.

Acquisition Consolidation

Before we move on? We must define Consolidation in Business Acquisition strategy? Consolidation in the most simplest of terms? “Is when a entity or a group of Investors Buys one Holding company, then buys other smaller companies or its competitive companies and folds these companies into it’s portfolio of companies creating value plus synergistic dominance in the selected industry.”

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I sincerely hope this complex post has given you a huge bang for your buck by clicking on my blog post on Google Search? This took me some time to write and rewrite. I won’t be winning any awards with my business blog. But at least I am able to share some basics in finance, business strategy, M&A and Entrepreneurship. If you would like to personally pick my brain and save time and weeks of research time? And if your a Senior Executive who would like a value based second opinion before accepting someones opinion you don’t value or trust? Myself and my team of Professional Advisors would be happy to Schedule a sit down and learn more about your mission.

If your team decides you would like to work with us? We can do the heavy lifting for you. We are also professionals for Executives and Business owners who require sensitive private secure services to protect all your teams professional reputations, leadership positions, and keep your Shareholders happy with your decisions and Job performance. My partners have built and operate company’s you see in the Wall Street Journal. I am lucky to have such wonderful mentors and partner advisors. And they can be yours as well.