Why a Merger of Equals Might Be Your Best Exit Strategy

“If your ultimate goal is to be sold, you have to think about what you have to give up.” – Jonathan Wilson
Source: Pro Serv Podcast

In Episode 131 of the Pro Serv Podcast by Collective 54, “Why a Merger of Equals Might Be Your Best Exit Strategy,” Jonathan Wilson, founder of Dubb Value Creation, shares insights from his journey as a strategy and M&A expert. He discusses the nuances of executing mergers of equals, emphasizing the importance of cultural alignment, leadership cohesion, and long-term strategic fit.

Wilson explains how his firm helps clients scale through both organic growth and strategic transactions and why M&A should be treated as a tool for value creation—not just an exit. He also talks about the critical role of infrastructure, operational readiness, and leadership clarity in driving post-deal success. With a personalized, principle-driven approach, Wilson outlines how he partners with clients to navigate complexity and build scalable businesses.

Wilson also touches on the often-overlooked emotional and psychological aspects of M&A, particularly for founders. He emphasizes the importance of mindset, readiness, and trust when considering a merger of equals. Drawing from real-world experience, he explains how personal alignment between leadership teams can be just as critical as financial or operational fit—especially in founder-led businesses where identity and company culture are closely intertwined.

Published: Spotify Podcast
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Waqar Ahmed

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