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Move over Elon - Here's what we'd do if we acquired Twitter - Acquisitions Anonymous Episode 90

Move over Elon - Here's what we'd do if we acquired Twitter - Acquisitions Anonymous Episode 90

FromAcquisitions Anonymous - #1 for business buying, selling and operating


Move over Elon - Here's what we'd do if we acquired Twitter - Acquisitions Anonymous Episode 90

FromAcquisitions Anonymous - #1 for business buying, selling and operating

ratings:
Length:
47 minutes
Released:
Apr 28, 2022
Format:
Podcast episode

Description

Michael Girdley (@Girdley) and Bill D’Alessandro (@BillDA) discuss the Twitter deal at this special Episode. We talk about the financials, the value, cashflow expenses considerations, vested vs unvested stock treatment, both businesses’ performances within Twitter (Ads & B2B), pricing power potential, how we would turnover cost centers to profit sources, new product ideas, breaking out of the culture bubble, and much more!We had a ton of fun recording this one, let us know what you think!-----* Do you love Acquanon and want to see our smiling faces? Subscribe to our Youtube channel.* Do you enjoy our content? Rate our show!* Follow us on Twitter @acquanon Learnings about small business acquisitions and operations.-----Show Notes:0:00 Intro1:17 Deal numbers3:19 What is Elon actually doing?6:13 It isn’t closed yet: Timing & steps in this kind of deals9:00 What is being bought? Take us through the financials Michael13:04 Stock-based compensation considerations14:59 Why aren’t they vomiting cash?16:00 Twitter is actually 2 businesses: How do they perform?18:15 Revenue Build: How do we make it grow faster? What’s changing on the operational side? What is the potential?20:34 Let’s put the Private Equity hat on:  What would we do?22:31 Exploiting the monopoly pricing power24:29 What’s happening with the advertisement rates? How does the ad engine work?29:04 Monetize these new business lines: We got 4 to start with. 36:40 Billion dollar idea: Get into recruiting39:57 Operational improvements: How do you reduce headcount organically? Why does moving the HQ make sense? 43:44 Let’s treat this as a growth asset-----Links:* Twitter M&A-----Past guests on Acquanon include Nick Huber, Brent Beshore, Aaron Rubin, Mike Botkin, Ari Ozick, Mitchell Baldridge, Xavier Helgelsen, Mike Loftus, Steve Divitkos, Dzmitry Miranovich, Morgan Tate and more.-----Additional episodes you might enjoy:#83 Can you grow a business in a shrinking market? Featuring baller @WilsonCompanies as a special guest!#82 How Great Operators Win! How PE does it like pros with Mark Brooks#48 Two Landscaping Businesses for Sale - Mike Botkin of Benchmark Group Additional episodes you might enjoy:#64 How to find the expected benchmarks and KPIs for your industry?#67 I bought a business. Now what? Learn with us from an expert - Dzmitry Miranovi
Released:
Apr 28, 2022
Format:
Podcast episode

Titles in the series (100)

Learnings about small business acquisitions and operations.Hosted by Bill D'Alessandro, Mills Snell & Michael Girdley Support this podcast: https://anchor.fm/dealtalk/support