INSIGHTS & PRESS

In a recent episode of the InOrganic Podcast, hosts Ayelet Shipley and Christian Hassold sit down with Brenda Jacobsen, STS Managing Director, to explore what it really takes to prepare for a successf…

For many entrepreneurs, selling a business represents the culmination of years of dedication, risk-taking, and persistence. It is not only an emotional milestone but also a significant financial event…

In a recent episode of Conversation with Legends, host Stephen Christie sits down with Andy Harris, STS President of North American Strategies and Managing Director, to explore what it really takes to…

Selling your business is more than a transaction; it’s one of the most consequential decisions of your life as an owner. It shapes your financial future, defines your legacy, and determines the fate o…

In a recent episode of Everyday MBA, host Kevin Craine spoke with Andy Harris, STS President of North American Strategies and Managing Director, about what truly drives (and destroys) value in a busin…

In a recent conversation, COO Alliance Founder Cameron Herold and STS Capital Partners Founder & Chairman Rob Follows shared insights on the value multiplier and how entrepreneurs can maximize the val…

At STS Capital Partners, we help founders prepare for an Extraordinary Exit™. That preparation begins with the FREEDOM Formula, a strategic guide that helps you understand the areas that matter most i…

As a founder, you’ve poured years of sweat, capital, and strategy into building a business that reflects your vision. But here’s a question many founders rarely ask themselves until it’s almost too la…

Every business owner has asked it at some point: “What’s my business really worth?” Financial statements and EBITDA multiples offer a starting point, but they rarely tell the full story. A company’s v…

As 2025 draws to a close, upon reflection, it’s safe to say it was one of constantly changing environments. For business owners, sellers, and their advisors, this year didn’t just reinforce old truths…

Many family-owned and generational businesses face a defining moment: the transition of ownership and leadership from one generation to the next. The challenge is more than handing the baton; it touch…

Selling your business is often the single most important financial event of your life, yet few CEOs truly grasp just how complex, emotional, and impactful the process can be. In this episode of the…

“An IPO is not an exit.” Increasingly, experienced founders and exit advisors are making this claim, and for a good reason. While going public can raise capital and boost visibility, it rarely deliver…

As an entrepreneurial or family business owner, selling your company is more than a transaction, it’s a once-in-a-lifetime decision that will shape your legacy, impact your team, and influence your lo…

In a bonus episode of the Game of Money Podcast, STS Capital Partners Founder & Chairman Rob Follows, and STS Managing Director Vince Willis share lessons in entrepreneurship, business sales, and the…

Selling a business is always complex. But in a small town, the stakes are higher. Your employees are neighbors, your brand is part of the local identity, and your exit will ripple across the community…

We are pleased to announce the appointment of Vijay Tirathrai as a Managing Director. A globally respected entrepreneur, investor, and strategic advisor, Vijay brings over 30 years of leadership exper…

We are pleased to announce the appointment of Yasmine Roulleau as a Managing Director. A seasoned entrepreneur, investor, and strategic advisor, Yasmine brings over 18 years of global experience athtt…

Exiting your business, whether through a sale, succession, or restructuring, is about more than financial planning. It’s an emotional and personal journey that affects not just the business itself but…

We are pleased to announce the appointment of Suzanne Harp as a Managing Director. A strategic advisor and sell-side M&A specialist, she brings over two decades of experience guiding mid-market compan…

We are pleased to announce the appointment of Ross Toohey as a Managing Director. A founder-turned-M&A strategist with a track record of building, scaling, and successfully exiting businesses, Ross br…

We often hear the phrase “crisis creates opportunity.” While it may sound cliché, it’s becoming a very real truth for U.S.-based consumer goods companies. As global dynamics shift – driven by tariffs…

We are pleased to announce the appointment of Mauro Schnaidman as a Managing Director, based in Miami, Florida. He is a globally accomplished executive, M&A advisor, Board Member, and mentor with over…

In a recent episode of Second in Command podcast, Founder of COO Alliance and host Cameron Herold sits down with STS Capital Partners Chairman and Founder Rob Follows, who shares insights into the M&A…

We are pleased to announce the appointment of Jay Tapp as a Managing Director based in British Columbia, Canada. With over 30 years of leadership in international business, having successfully built…

New tariffs on imported goods and materials are reshaping how companies operate and how they’re valued. As a result, U.S.-based manufacturers are finding themselves in a position of renewed strength…

Mutual trust is critical for business leaders and their advisors. The key to a leader reaching the desired outcomes in a strategic exit of their business is directly tied to their choices before and d…

Selling your business is one of the most significant decisions an entrepreneur will encounter. Whether your goal is to retire, pursue a new venture, engage in philanthropic activities, or simply reap…

As we go into 2025, business owners navigating business sales should assess the current state of U.S. and global markets, which offer both opportunities and challenges. Economic conditions have stabil…

As we step into 2025, entrepreneurs are reflecting on their journeys and contemplating the next steps in their business ventures. For those looking to build and ultimately exit their businesses, there…

There has been a reluctance to sell local businesses to global buyers. This hesitation often results in missed opportunities to unlock the maximum value of these businesses. According to PwC, there ar…

In this episode of the Legacy Branding Podcast, host Laura Beauprelant interviews Paul Ormsby, Senior Vice President of Operations at STS Capital Partners, who shares insights on preparing business ow…

We are pleased to announce the appointment of Paul Ormsby to the position of Senior Vice President of Operations. Paul will be leading a growing Execution team to drive operational excellence and meet…

The insurance sector is large and complex, with many different subsectors and service businesses. It has become a highly competitive sector for investors who know where and how to look and can find in…

In this episode, Jeffrey Goodman, Director of Marketing and Development for the YMCA of Northwest Louisiana, sits down with Kempten Schwab, STS Managing Director, to learn about the philosophy and str…

As 2025 approaches, business owners should be mindful of potential tax changes that could significantly impact their financial outcomes after selling their business. The U.S. Federal Estate and Gift T…

In a recent episode of Your Turn’s podcast, host Ashley Stahl sits down with STS Managing Director and co-founder of DignityMoves Smoke Wallin who shares his insights on overcoming personal struggles…

Almost every startup founder dreams of an Extraordinary Exit, but few understand the mergers and acquisitions (M&A) process. In a recent episode of the Conscious Entrepreneur podcast, Brenda Jacobson…

An Initial Public Offering (IPO) is when a company makes its shares available for public trading to raise capital and enhance visibility. When a company initiates an IPO, it follows a conventional pro…

STS Managing Director, Tom Turner, sits down with “The Decision” Podcast hosts Eric Jackson and Robert Hartline, to share his story of the tough decisions in entrepreneurship, and the adversity he’s f…

We are pleased to announce the appointment of Steve Slovick as a Managing Director in Puerto Rico. Throughout his 36-year career, Steve has demonstrated his expertise in pricing, commercial launch st…

Founders and business owners looking to make an Extraordinary Exit™ are usually keen to have the M&A process move along at a good pace. One key enabler to achieve these results is by conducting a Qual…

AI and big data are reshaping strategic decision-making in Mergers & Acquisitions (M&A), with their utilization increasing in recent years. Currently, AI adoption in M&A processes is in its infancy, w…

STS Capital was a proud co-sponsor of the EGS Summit held in Scottsdale where award-winning growth advisor and investor, Tamara Loehr, presented on “Harnessing AI and Offshoring to Drive Profit and Gr…

Running your own company is a roller-coaster of victories and challenges. From the inception of an idea to the eventual exit strategy, every step along the way shapes the trajectory of a business and…

Far too often, entrepreneurs embark upon their exit journey without knowing the necessary principles, tactics and strategies that drive successful exits in today’s world. If you want to maximize the p…

In today’s fast-paced business landscape, success isn’t just measured by financial gains; it’s also about the impact we leave behind. At STS Capital Partners, leaving a lasting legacy is more than jus…

The Culture Club podcast, hosted by The Evening Runway with Elliot Danker, focuses on discovering how entrepreneurs can make the best possible exits walking you through the strategic journey of sellin…

Join STS President, North American Strategies & Managing Director, Andy Harris, and Private Wealth Advisor, Zac Ritchey in Episode 2 of their in-depth podcast on pivotal strategies to sell your busine…

STS President, North American Strategies & Managing Director, Andy Harris, and Private Wealth Advisor, Zac Ritchey have teamed up to bring you a two-part podcast series offering invaluable insights fo…

In the rapidly evolving landscape of mergers and acquisitions, the role of women and diversity have emerged as catalysts for innovation, growth, and valuation. As we navigate the complexities of today…

Pre-emptive offers are becoming increasingly important in the fast-paced world of mergers and acquisitions. These offers are made by a highly interested buyer before a planned market process starts. T…

Entrepreneurs often become so immersed in their businesses that they overlook crucial aspects of exit planning – such as wealth management, tax planning, philanthropy, and estate planning – leading to…

Sharing his unique viewpoints on the evolving landscapes of cannabis and psychedelics, STS Managing Director Smoke Wallin played a pivotal role at the Benzinga Cannabis Capital Conference, which took…

In the latest episode of the “Generous Business Owner” podcast, host Jeff Thomas delves into a captivating conversation with Rob Follows, uncovering the essence of playing big and answering life’s cal…

When it comes to Mergers and Acquisitions (M&A), achieving an Extraordinary Exit should be the ultimate goal for every business owner. You’ve built your company from the ground up, and now you’re re…

On this Giving Tuesday, we at STS Capital are proud to showcase the spirit of giving that flourishes within our team. As we honor our 20th anniversary, we’re taking a moment to highlight the extraordi…

We are excited to announce the appointment of Diane Gray-Smith as the Chief Financial Officer and Chief Investment Officer at STS Capital Partners. Diane brings over 28 years of extensive experience a…

We are pleased to announce Stephane Boisvert has joined STS Capital Partners as a Managing Director. With a remarkable career spanning over thirty years, Stephane’s expertise and leadership are set to…

Following a successful series of events recently hosted in San Juan, Founder & Chairman Rob Follows and CEO Sean Friday warmly welcomed Puerto Rican private business owners and esteemed advisors. The…

In the intricate world of business exits, an incredible offer can sometimes be a missed opportunity. In their eagerness to secure a deal, it’s a scenario that’s all too common – entrepreneurs might ov…

STS Capital Partners recently celebrated a pivotal movement into the Brazilian market with a series of events that brought together a diverse group of business leaders and owners. These events celebra…

As STS Capital celebrates its 20th anniversary, we pause to reflect on the remarkable journey that has led us to this significant milestone. From our inception in 2003, when founder Rob Follows embark…

Are you considering selling your business? If your business is registered in the United States*, there are many possible exit strategies and among those, an Employee Stock Ownership Plan (ESOP) may se…

STS Capital Partners is set to make its mark in Brazil during STS Brazil Week from September 19th to September 23rd. STS Managing Director Michael Smith and key team members will headline the week-lon…

As a leader who is committed to selfless service and making a difference in our world, STS Managing Director, nonprofit DignityMoves co-founder, and Fast Forward Fund Chair, Smoke Wallin joined the st…

Many business owners fall prey to the common bias that partnering with an industry-specific M&A firm is the superior choice when selling their business. Too often business owners assume there are more…

We are pleased to announce that Bill McCaig has joined our firm as a Managing Director. McCaig is a distinguished entrepreneur with a background in the service and hospitality industry who founded sev…

Venture capital is one of the most common sources of financing that founders seek if they have an early-stage startup or high-growth company, but it isn’t right for everyone. For every startup found…

STS Capital Partners is pleased to announce the appointment of Andy Harris, Managing Director, to the role of President, North American Strategies. In the position of President, North American Strat…

STS Founder & Chairman Rob Follows participated in a fireside chat at the Real Leaders Virtual Summit with Real Leaders General Manager and Podcast Host Kevin Edwards. Rob was invited to join the annu…

Sharing his unique viewpoints on the evolving landscapes of cannabis and psychedelics, STS Managing Director Smoke Wallin played a pivotal role at the Benzinga Cannabis Capital Conference, which took…

The Break Free Podcast, hosted by David Mansilla, features guests who share their recipe of success to break free from barriers that have held them back in their lives so they can learn to break throu…

The Lifestyle Investor podcast, hosted by Justin Donald, focuses on showing today’s entrepreneurs and business executives how to think and invest to limit risk, maximize repeatable returns, and achiev…

We are pleased to announce that Tom Turner has joined STS Capital Partners as a Managing Director. Turner joins our firm after experiencing the successful sale of his own company through the STS strat…

Kempten Schwab, Managing Director of STS Capital Partners, led an interactive workshop with KiwiTech on April 18, 2023. The virtual workshop was a part of KiwiTech’s Startup 808 Series, a group of vir…

STS Capital Partners is pleased to announce that Brenda Jacobsen joins STS Capital Partners as a Managing Director. She has helped organizations achieve high growth ranging from $50M-$200M and navigat…

While business owners decide to sell and exit their company for many reasons, one of the most common events that trigger a business owner to finally sell is when they receive an “inbound” solicitation…

Michael Smith, Managing Director of STS Capital Partners, was a featured speaker at the Summit Junto Immersion in Austin, Texas, on March 8, 2023. The experiential event is the first in a series of fo…

We are pleased to announce that Sherry Orel has joined STS Capital Partners as a Managing Director. Orel is a business leader and decorated CEO with over 30 years of varied C-suite experience. As a Ma…

STS Capital Partners is pleased to announce that Doug Brownridge joins us as a Managing Director. Over the course of his impressive career and through C-suite roles in organizations spanning from tech…

STS Capital Partners is excited to announce its 20th anniversary. For more than two decades, STS has remained steadfast in its commitment to make Extraordinary Exits possible and to unlock legacy pote…

Believe it or not, owners often struggle to think about their life after the sale of their business. Having to reduce your operational involvement and become less physically present at your company mi…

STS Capital Partners is excited to announce the expansion of its leadership team. Sean Friday, former Senior Vice President, has been appointed to the role of Chief Executive Officer (CEO) while Rob F…

As an entrepreneur, your entire career is dedicated to understanding your markets. This encompasses everything from building your products and services to developing your operations and setting long-t…

The “Wisdom and Wealth Podcast” featured STS Capital Managing Director Kempten Schwab, who discusses how he has helped guide business owners through the emotional and psychological journey of exiting…

Smoke Wallin, Partner and Managing Director of STS Capital Partners, joined five distinguished leaders at the Eclectic Convergence Cornell Entrepreneurship Summit in New York City on October 21st. The…

“Harvard Alumni Entrepreneurs Invites” Podcast features STS CEO and Founder Rob Follows in the first of a four-part series about successful exits, to learn how to value your venture and optimize your…

In order to shelter and protect yourself from taxes in the United States, it’s essential to consider the aspects of your future sale that will need to be managed. There are two types of programs to co…

We’ve witnessed record-breaking trends, wealth, and deal activity over the last two years within M&A, despite everything that has taken place in our global landscape. According to Bloomberg, 2021 post…

Upon reflection on the first quarter of the new year and a record-breaking 2021, we’ve seen a robust market established. Over the past several years we have seen record M&A valuations and deal volume…

Paul Ormsby Paul Ormsby, a just-retired two-star Canadian Air Force General, has been appointed Vice President for Operations Support at STS Capital Partners, the global mergers and acquisitions fir…

Here’s How It’s Done, STS Chairman Rob Follows Tells Genius Network Founder Joe Polish In a wide-ranging interview, the man behind hundreds of Extraordinary Exits explained: How to get strategic…

STS Capital Partners Managing Director Shamil Hargovan led the team that assisted Wohlers Associates in its sale to ASTM International, announced at the recent Standards Forum at the Formnext conferen…

Andy Harris, a serial CEO and Managing Director of STS Capital Partners, joined with STS Chairman and CEO Rob Follows lead a discussion at The Chief Executive Leadership Conference In Phoenix Nov. 5…

Sean Friday Retired Canadian Air Force Major General Sean Friday, who led Canada’s Royal Military College and served in many other roles in the Royal Canadian Air Force, has been named Senior Vice P…

On Your Mark, Get Set, Grow is a podcast feature from CEO Coaching International, featuring Mark Moses and Steve Sanduski. In this episode, Steve Sanduski and Rob Follows discuss: How business owners…

Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and…

The global COVID-19 pandemic has affected almost every business in the world, but it isn’t all bad news. What strategies business owners continue to make over the coming months will help them emerge s…

For many entrepreneurs and business owners, selling their business comes with a host of complex emotions. The thought of preparing a company to be sold is unfamiliar territory and can be among the mos…

As we approach the tail end of a year best described as unprecedented, there’s been no shortage in the newsfeed of businesses struggling to cope in the wake of the pandemic. And while many moving piec…

As we move through the final months of a turbulent year, many businesses are still assessing the impacts the economic downturn has had on their bottom line. For any businesses that were on the cusp of…

Organizations are driven by creativity, innovation, and expertise, which means they provide value that far exceeds the cost of their products and services. A strategic buyer is by nature, not restrict…

It’s no secret that business owners have had their fair share of turbulence this year, with most scrambling to identify new ways to play offensive, build capabilities, and retain margins. Now, more th…

When you think about selling your business, “art” is probably the last thing you think of. Of course, there’s always the “science” side of sales such as spreadsheets, financial statements and the size…

You know how to run your business because you’ve been doing it successfully for years. Selling it is a whole other story. On average, it can take anywhere from 6 to 9 months to sell a business. Given…

The global situation has catapulted businesses ahead of their normal technology evolution. Nearly every company has embraced a future of remote work. Schools transitioned to distance learning. Online…

When someone thinks about your business, what comes to mind? Of course, you want to be thought positively and even more so when you want to take your business to market. When selling your business, It…

By Oliver Rott October 16th, 2020 This has been a year of adjustment and altered expectations in Asia Pacific and globally. Fortunately, the Asia Pacific region is already starting to recover from t…

By Mark Carmichael October 16th, 2020 While the world continues to operate in the shadow of a global pandemic, national lockdowns, and their economic and social aftermath, cautious optimism is emerg…