The Enterprise Edge - Stanley Tobin, Director of M&A, Young America Capital

From The Enterprise Edge · 00:40:43

Show by Mark Vigoroso, Founder and CEO, The Enterprise Edge | ex-CEO, CMO, CRO, CCO

On this episode of The Enterprise Edge podcast, host MarkVigoroso talks with Stanley Tobin, Senior Director of M&A at Young America Capital, who argues that the AI boom is quietly moving value away from code and toward concrete, copper and skilled labor.Tobin has spent nearly four decades in financialservices, at Merrill Lynch, Alex. Brown, Deutsche Bank and Guggenheim, and has closed more than $260 million in transactions for family-owned and founder-led businesses. His thesis comes from his own deals. One was the sale of an excavation contractor that works on Tier IV hyperscale data centers as a subcontractor to a general contractor building for Microsoft. On those projects each building can cost about $1.5 billion and has to be finished in 18 months. Another was the sale of a company to MasTec, the electrical and infrastructure contractor whose backlog, he says, has "no end in sight." His view, which he also laid out in a recent Newsweek op-ed, is blunt: "software's out, hardware's in." He explains why buyers are now acquiring companies for their workforces, why construction and manufacturing multiples are rising, and why AI could cut sell-side advisory fees from 6–7% to as low as 2–3%. He also makes the case that every owner should get a valuation from the market long before they plan to sell. Whether you run a software company, a family-owned manufacturer, or you're helping a teenager choose between college and a trade, this conversation reframes where value isbeing created right now, and why Tobin's one word for the 2027 M&A market is "robust."Stream this episode now, and be sure to LIKE, SHARE and COMMENT!

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