Do Your Homework Before You Plan M&A

Callen Sapien is a long-time leader and inspirational speaker who works as a guide to drive success in those he partners with. Often ahead of the curve, Callen sets up more work himself, blazing a trail forward, identifying opportunities where others see nothing. Over the past decade, Callen has led teams at ConnectWise and Refactr, helping to set, lead, and evangelize the strategy that led to the acquisition by Thoma Bravo and Sophos. Callen has run point on multiple acquisitions both as a buyer and seller, breaking a total deal size of over nine figures. He founded several startups across various sectors, including cybersecurity, healthcare, AI, and cryptocurrency. He has a deep understanding of kickoff to exit. Recently, Callen has taken over leading a product team in a bleeding-edge DevSecOps automation market, enabling a more secure and scalable world through the consumption of IT as Code. He also spends time between his two consultancies: Cyber Gypsy, focused on cybersecurity consulting, and Oak Road, which focuses on business consulting. He has deep knowledge in strategic planning, IAM, Automation, and GTM activities. Callen’s pride is his family, who he leads along with his wife, Amy, a breast cancer survivor, son Landen, age 10, a cancer survivor and a crypto-obsessed young man, and son Corben, age five, who brings impressive energy everywhere he goes.