Alan Marrullier

Mergers & Acquisitions, Investment Banker, Strategic Business Adviser/Exit Planning/Business Transformation Coach, Dealmaker, Negotiator, Commercial Real Estate

[Alan Marrullier @ClearCapAdvisor]

It will be few and far between those who will be able to execute a successful acquisition plan, including target identification, LOI negotiation, financing, due diligence (QoE), transition plan (including working capital benchmarking) purchase agreement negotiation with proper reps, warranties and indemnity provisions, and ultimately transitioning from dependency of the boomer founder and then executing on a growth plan that returns capital in excess of FMV wages and payback of debt. Better advice for most is to keep working and buy ticker - VOO. Caveat Emptor!

[Alan Marrullier @ClearCapAdvisor]

@Business_Nerd_ You name the PRICE / I name the TERMS. An M&A “number” is worthless without knowing TERMS!

[Alan Marrullier @ClearCapAdvisor]

@alifcoder Ebook

[PEoperator⚡️ @PEoperator]

One thing I have changed my mind on completely is investment bankers.

I started out as one, but I left because I felt like we were just chasing money, not really building anything.

It felt like the whole profession was just trying to take a piece of what others had built.

But since then, I have realized that was just my own baggage. Doing deals as a buyer and seller illuminates…

You definitely pay for the privilege of using a banker. But they (often) do add value.

One near-universal truth is if a banker is representing a deal, it is actionable. So right out of the gate, you clear an actionability filter. That’s worth something.

Another way they help is getting ducks in a row. Maybe the company isn’t fully professionalized - their data is a mess or the financials are confused. Bankers can eliminate a lot of that headache before you even see a teaser.

They also (obviously) create markets. They know who can do the deal, their firm can help structure (solve problems), and they ideally have long-term relationships they don’t want to burn meaning they are trusted.

So in the end using a banker is just a trade off.

As a buyer, do you want to pay for the speed and convenience of a banked deal or do you want to do the work yourself and capture that value?

With a longer time horizon, I personally prefer proprietary deals but they are harder to find, take longer, and may or may not be actionable at the outset.

Last thing- and maybe most importantly- I have just seen a lot of great bankers in action. I’ve worked with everyone from Goldman down to the smallest boutique.

There are many out there who are great at their job, genuinely love their work, and do it for love of the game.

Parasites exist in every industry, but I’ve come to realize that great bankers- maybe even the average ones - can be helpful, often are, and simply represent a tradeoff:

As a buyer, is actionability and speed worth the cost of paying up in an auction process?

[Alan Marrullier @ClearCapAdvisor]

@sentientt_media Skills

[Alan Marrullier @ClearCapAdvisor]

@HinataMotivates @tienwong However “knowledge” of how to build and use AI iS PRICELESS!

[Alan Marrullier @ClearCapAdvisor]

@AlfieJCarter Claude

[Alan Marrullier @ClearCapAdvisor]

@TommiPedruzzi Guide

[Alan Marrullier @ClearCapAdvisor]

@AlfieJCarter Claude

[Adam Townsend @adamscrabble]

You have to read this and go to @chigrl’s Substack
🔗 https://t.co/dJmHGfVQBo

“What justifies this action, from a Pentagon strategic perspective, is the convergence of three existential threats from America’s three primary adversaries.
China has embedded operational control into critical mineral extraction that feeds weapons manufacturing.
Iran has established drone production facilities within strike range of the continental United States. Russia has deployed military advisers and integrated air defense systems in the Caribbean.
Venezuela represents the only location where all three adversaries operate simultaneously. The oil is secondary. Breaking Chinese supply chain dominance, eliminating Iranian manufacturing capability, and expelling Russian military presence are primary.”

[Cynical Publius @CynicalPublius]

I have been monitoring the Venezuela issue all day long, and there are so many questions yet to be answered (thanks to great Pentagon OPSEC), but the strategic reason for bringing down Maduro has become abundantly clear.

While we ostensibly captured Maduro based on legitimate, outstanding US drug charges from 2020, the real reason for the military operations early this morning is that neutralizing Maduro's Venezuela had become a strategic imperative for the USA.

Under Maduro, Venezuela had become the Latin American crossroads for all of the USA's principal enemies. Maduro was nurturing relationships with Russia, Hezbollah and Iran. Worst of all, Venezuela was eagerly becoming a part of Red China's Belt & Road initiative.

As America's enemies were lining up Venezuela as their base of operations in the Western Hemisphere to cause mischief and destruction for the USA, Maduro was at the same time making Venezuela a crossroads, safe haven and enabler for all manner of narcoterrorist operations, ranging from Colombia's FARC to Mexico's Sinaloa cartel.

On top of all that, Venezuela had become a key player in the illegal alien invasion of the USA, shipping its very worst to the USA in a deliberate and comprehensive destabilizing operation that might have worked had Donald Trump not won in 2024.

Next in importance: oil. The global and regional ambitions of both China and Russia are in large part dependent on the politics of petroleum, and the USA just deprived both of the cudgel afforded by friendly Venezuelan oil. Trump opponents say "It's about oil" as if that was a bad thing. Yeah, it's about oil.

Finally, all of this was in keeping with the most essential and fundamental foreign policy mandate of the USA almost since the nation's inception: the Monroe Doctrine. Operations like what Maduro was running simply cannot be allowed in the Western Hemisphere. Trump was right for falling back on this most basic of doctrines that protects the USA's sovereignty.

So was Maduro seized because of some five year-old drug charges? Yes. Legally--yes. However, like so many strategic issues in the world today, an action needed to be backed by the fine points of law, and it was. But the reality is that the Maduro takedown was a Monroe Doctrine-driven necessity that has greatly enhanced the power and national security of the USA.

Congratulations, Donald Trump, Marco Rubio, Pete Hegseth and the rest of the Trump national security team: you boldly took the steps necessary to defend the USA.

Well done.

[Alan Marrullier @ClearCapAdvisor]

Business owners - this is why your Buyer or Strategic Investor / Partner matters. Wrong choice and you could be left holding the bag! #mergersacquisitions #recapitalization ⁦@ClearCapAdvisor⁩ https://t.co/XMfG945vjW

[Alan Marrullier @ClearCapAdvisor]

It’s happening a lot faster than you think! #theaiconference2025 #taic2025 #clearcapadvisors #ai #AgenticAI

[Alan Marrullier @ClearCapAdvisor]

Congratulations @LeavittGroup and Corporate Benefits Network, Inc. on your recent transaction! The enhanced services and capabilities will serve your customers well! Chuck Wasson, CPCU, CIC, Tammy L. Mulrain, CIC, AIAM and Marsha Marrullier, REBC we look forward to hearing about your future success!

https://t.co/ctEM9oaReu

@ClearCapAdvisor
#mergers #acquisitions #clearcapstrategicadvisors #employeebenefits

[Alan Marrullier @ClearCapAdvisor]

Congratulations to Aquinas Leadership Group and OneCompass Holdings. It was a pleasure working with all of you on this transaction!
https://t.co/XHXdolKbIf

#lifescience #mergers #acquisitions #training #clearcapstrategicadvisors #aquinasleadershipgroup #onecompassholdings

[Alan Marrullier @ClearCapAdvisor]

@matt_vanswol So a month later and you can multiply the egregious error by 10x. FEMA coastal building 50% rule is causing dislocation and material economic hardship as the beach communities rebuilding efforts are paralyzed by FEMA.