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Nick Bartolo

Sep 8, 2026

2:42
Who do you see the biggest players are in M&A currently?
2:46
The biggest players.
2:46
I mean, it's the usual suspects, right? It's like the big private equity roll-ups.
2:51
It's private equity new entrants.
2:54
It's the strategic acquirers.
2:56
I mean, I think you actually don't see, at least in the public, as many announcements as you did maybe four or five years ago.
3:03
It seems like there's a reluctance to have those announcements by a lot of private equity firms.

38 MINS LATER

40:47
Is it?
EzraHOST
6:52
What do you think or what do you see are those problems? So the pivot was several years ago, I think, I don't know, three, four years ago, something of that nature.
7:02
And the problems I would say are they're varied, they're vast.
7:07
But the first problem is trying to understand when a business owner should actually sell their business.
7:13
And I think this thread really weaves itself from that decision to sell to being able to actually fund your lifestyle after the sale.
7:21
So a lot of business owners in lawn and landscape, they'll be thinking about a transaction, they'll be soliciting offers or fielding offers rather from private equity buyers, but they haven't really thought of how that could translate into their life.
7:36
And so you're sitting there, you have like, let's say a $7 million offer on the table, a $10 million offer on the table for whatever the case may be, that's a lot of money.
7:45
And it sounds like a ton of money to most people.

14 MINS LATER

EzraHOST
22:15
So how do you walk a business owner as they get to that point where they just put a lump sum somewhere, and now they have to kind of handle that emotionally?
3:55
What you got here?
3:56
I love this because what's fascinating about that question to me is that I always had an interest in this business and in this industry.
4:04
And I started off as a CPA in a very technical way.
4:07
And then I went on and got my MBA.
4:10
Okay.
4:10
And at that point I was like, you know, wealth management is kind of an interesting business.
4:14
It's generally a good business.
7:38
It's got to be.

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