Building a Consequential Investment Bank with Adam Breslawsky

In this episode, Peter Lehrman sits down with Adam Breslawsky, founding partner and managing director of lower middle market investment bank Oberon Securities. Adam shares Oberon’s origin story, detailing its humble beginnings, initial challenges, early clients and eventual growth into what is now a firm of 80 bankers across the U.S. 

The conversation dives into the intricacies of recruiting and retaining top investment bankers, the evolving art and science of investment banking, the transformation in the buyer landscape and its implications for competitive deal dynamics, and how Oberon endeavors to be exceptional. Adam also weighs in with his advice on what business owners must focus on when preparing for an exit and how they should evaluate and hire an M&A banker.

Discussion Points:

• The founding story of Oberon Securities and its early challenges
• The success-based compensation model, recruiting, and fostering banker retention
• Attributes that distinguish the average banker from the excellent banker
• The old-school approach to generating leads by building quality relationships
• The evolving buyer landscape and how Adam assesses buyer suitability for his clients
• Advice for business owners planning an exit: timing, preparation, and banker selection
• Putting together the right pitch to win a business owner engagement
• Oberon’s commitment to staying focused on its core mission

Masters in Small Business M&A (sign up for podcast drops here) is produced by its host Peter Lehrman and the team at Axial (www.axial.com). Axial makes it easy for small business owners to confidentially explore growth capital and exit transactions with top-ranked lower middle market M&A advisors and professional capital partners. In every episode, we explore the dynamic world of small business M&A, interviewing a mix of proven and emerging owners, operators, acquirers, and M&A advisors whose strategies and methods are being put to the test.

If you’d like to go deeper, head to Axial.com, where we make available the Axial member directories, downloadable tools for dealmakers, the Axial quarterly lower middle market investment banking league-table rankings, the SMB M&A pipeline report, and other useful information. If you’re a business owner, professional acquirer, or M&A advisor, you can start using Axial for free at Axial.com.

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Resources

• Adam Breslawsky LinkedIn
• Oberon Securities Website
• Peter Lehrman LinkedIn
• Peter Lehrman X
• Axial Website