M and A Is Booming, So Why Is Selling So Hard? Buy Build Exit Full Podcast
This is the full episode with Charles and me. A chip company just agreed to an all-stock deal at a $115B enterprise value, and PwC's 2026 midyear outlook projects about $4T in global deal value this year, up 13 percent. The number of deals is down 13 percent. So why does selling a small business still feel impossible?Here is what we cover. The Marvell and Lumentum deal and the AI hardware bet behind it. Go fast vs slow down on AI, and why growth creates its own problems. Why data centers are about to create a wave of trades jobs, and why that makes trades roll-ups harder for small buyers. The…
The skinny
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