Episode 10: The M&A Advisor Who Knows When It's Time to Exit

If you're a founder, a GP, or a portfolio company CEO, this is the episode you didn't know you needed.

Robert Koven has helped hundreds of companies navigate one of the hardest decisions in business — when to exit, who to sell to, and how to find the right partner. He's doing it at exactly the moment AI is rewriting the rulebook on valuations.

Robert is Co-CEO and Managing Director of JEGI LEONIS, one of the country's leading middle-market technology M&A advisory firms. He built Leonis Partners from scratch after stints at JPMorgan, Lehman Brothers, and Lazard Frères — then merged it with the 37-year-old powerhouse JEGI CLARITY to form one of the most respected M&A shops in the game. He's been named M&A Investment Banker of the Year three consecutive years running.

In this episode, host Mike Langford and 6lock CEO Todd Sorrel — who personally hired Robert to sell his last company — sit down for an honest, unscripted conversation about what private markets really look like from the deal table.

Chapters

00:00 Teaser — The Party Analogy

02:22 Segment 1: The Man Who Sold Todd's Company

10:50 Segment 2: From the Big Banks to Building Something

18:28 Segment 3: How Deals Actually Get Done

33:12 Segment 4: Reading the Market — AI and Crypto

49:53 Segment 5: Knowing When It's Time to Exit

59:06 Segment 6: Finding the Right Partner

Connect with Robert Koven
🔗LinkedIn: linkedin.com/in/robert-koven
🔗  JEGI LEONIS: jl-co.com