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December 5, 2024

Value Creation In The Lower Middle Market

By Adam Burroughs

424 Capital’s Kyle Stanbro on the firm’s value creation process

December 5, 2024

Shifting Trends In Lower Middle Market M&A

Resolute Capital Partners’ Tyler Augusty on the state of lower middle market M&A and the changes he’s seen in the past few years.

December 5, 2024

Maximizing Value

Bloom Engineering’s Dave Boyce on maximizing value and preparing for a deal

December 5, 2024

Smoothing Out The Deal Process

Huron Capital’s Cale Kaczmarek on the steps his firm takes to improve efficiency when buying family-owned companies.

December 5, 2024

How NIL Is Reshaping The Business Of College Sports

Panelists Blake Baratz of IFA, Katie Harms of Space Options, Cale Johnston of Roy Inc. and Gabriel Szerda of AB CarVal discuss the business future of college sports with moderator Steve Kozachok of Taft, offering insights into the trends and complexities driving this dynamic market.

November 21, 2024

Sellers Need Grit To Complete A Sale

Knucklehead Properties’ George Lee on becoming the first person to sell a Harley-Davidson dealership to a public company.

November 21, 2024

Emerging Insurance Risks In Deals

Lockton Companies’ Neil Metzheiser on the changes happening with insurance coverage and how that impacts deal diligence.

November 21, 2024

The Best Deals Have Alignment

Industrial Opportunity Partners’ Craig Korte on the importance of alignment when buying a business.

November 21, 2024

Colorado's Rise As A BioTech And HealthTech Powerhouse

Elyse Blazevich, Kimberly Muller, Afshin Safavi and Blake Unterreiner on the forces propelling Colorado to the forefront of the biotech, life sciences, and healthtech industries and what’s expected in the coming years.

November 14, 2024

Understanding The LOI As A Seller

Portfolio Creative founder Catherine Lang-Cline on what she learned about LOIs when she sold her business.

November 14, 2024

Announcing the Charlotte Smart Business Dealmaker Award Winners and 2024 Dealmakers Hall of Fame Class

The Smart Business Dealmakers Dealmaker of the Year Awards recognize exceptional individuals in Charlotte. See who we recognized!

November 14, 2024

Sports, Business And The M&A Arena

Andrew Berlin of Shield.AI, Berlin Packaging, Chicago Cubs and South Bend Cubs; along with Rob Sine of Blueprint Sports, on how strategic opportunities in asset diversification and the current economic climate are reshaping the landscape for athletes, institutions and franchises.

November 7, 2024

Diligence Hang Ups That Can Tank Deals

Park Place Technologies’ Kelly Greene on many of the ways a deal can get hung up, or sunk, in diligence

November 7, 2024

Redefining Value In M&A

Tiugo Technologies’ Mark Hatton on how the concept of value in M&A has changed in recent years.

November 7, 2024

Advisers Help Avoid Family Business Mistakes

McComas Fuel Co.’s William A. McComas on lessons learned operating a multi-generation family business.

November 7, 2024

M&A and Non-Competes: Now What?

Royer Cooper Cohen Braunfeld partners Matt Brinker and Alex Nassar break down the trends and offer advice on how M&A professionals can prepare and structure deals in the current environment.

November 7, 2024

Announcing the Houston Smart Business Dealmaker Award Winners and 2024 Dealmakers Hall of Fame Class

The Smart Business Dealmakers Dealmaker of the Year Awards recognize exceptional individuals in Houston. See who we recognized!

October 31, 2024

The Rise Of Earn Outs

Gordon Rees LP’s Craig Heryford on how earn outs are being used in the market and why owners should use caution when negotiating them.

October 31, 2024

Seeing Growth In The Messes

Jax Kar Wash’s Jon Zimmerman on how problem areas in a deal can turn out to be opportunities after the sale.

October 31, 2024

Whether An Operator or Investor, People Make The Deal

Rockmont Partners and EvidenceCare’s Bo Bartholomew on the reason people, at all levels, are central to a deal’s success.

October 31, 2024

Announcing the Minneapolis Smart Business Dealmaker Award Winners and 2024 Dealmakers Hall of Fame Class

The Smart Business Dealmakers Dealmaker of the Year Awards recognize exceptional individuals in Minneapolis. See who we recognized!

October 24, 2024

Get Your People Ready To Sell

Authentix’s David Brown on preparing yourself, and your team, to tell the company’s story during a sale process.

October 24, 2024

Announcing the Denver Smart Business Dealmaker Award Winners and 2024 Dealmakers Hall of Fame Class

The Smart Business Dealmakers Dealmaker of the Year Awards recognize exceptional individuals in Denver. See who we recognized!

October 24, 2024

Settling Into the Current Deal Paradigm

Debbie Ricci of Guidehouse, Don Bassell formerly of ARKO Corp, Alex Shahidi of Riveron and Chris O’Geen of Wells Fargo, on a panel moderated by Riveron’s Robert Berdanier, explore today’s market conditions and what it all means for executives looking to get deals done.

October 24, 2024

zTrip’s Acquisition-Driven Growth

zTrip's Bill George on the genesis of the business, its acquisition process and the secret sauce that’s helping the company continue on its extraordinary trajectory.

October 17, 2024

Learning The Family Business On The Fly

Competition Roofing’s Robert Hilty on what he’s learning during his first time leading the family business.

October 17, 2024

Announcing the Chicago Smart Business Dealmaker Award Winners and 2024 Dealmakers Hall of Fame Class

The Smart Business Dealmakers Dealmaker of the Year Awards recognize exceptional individuals in Chicago. See who we recognized!

October 17, 2024

Sellers, Know What You Have

Icon Parking Holdings’ John Smith on the evolution of the business and how he came to own it.

October 17, 2024

Preparing For The Unexpected

Brady Ware & Company Advisory Group Practice Leader Jon DeMoss and Shareholder Eric Carter offer their take on the current market and how dealmakers can capitalize on opportunities despite the obstacles.

October 17, 2024

Doubling Down on Columbus

Dr. Linda Lehmkuhl of MedVet, Aaron Weir of CollisionRight, Kim Zavislak of KPMG, Katie Bishop of J.P. Morgan Private Bank and moderator Leslie Johnson of Ice Miller discuss the opportunities they see in Central Ohio and how they are attacking the challenges of expanding in a city on the rise.

October 10, 2024

Critical Aspects Of Deal Prep, Starting With Why

Baker Tilly’s Bill Chapman on crucial aspect of deal prep for sellers

October 10, 2024

Navigating The Sale Of A 100-Year-Old Business

Bradley Corp. Luis de Leon on the steps take to move a century-old business forward.

October 10, 2024

State of M&A in the Middle Market

Bank of America’s Jim Dever and Fritz Franz, Archetype Solutions Chetan Bagga, PeopleShare’s Ryan Clark and SeventySix Capital’s Chad Stender share their experiences operating in this market and discuss what it takes to get M&A deals done in today’s environment.

October 10, 2024

2024 Northeast Ohio Smart Business Dealmakers Rising Stars

The Smart Business Dealmakers Rising Stars program recognizes up-and-coming dealmaking professionals engaged in a wide range of M&A activities.

October 3, 2024

To Tell A Better Story, Be Prepared

Resolute Capital’s Andy Tatman on what to consider when bringing on an investor

October 3, 2024

Factors That Can Make Or Break A Deal

The Selinsky Force’s Lori Scott on the factors that can make or break a deal post transaction.

October 3, 2024

Creativity, Relationships Become Critical In Tough Times

Viscogliosi Brothers’ Rob Grimaldi on the importance of relationships in dealmaking

September 26, 2024

In Deals, The People Aspect Can Get Messy

Warner Pacific Insurance Services Jean Halsell on addressing the human side of deals

September 26, 2024

Chase People, Not Revenue, In Deals

Sunstar Insurance Group’s Chris Parcell outlines the company’s acquisition process, shaped over more than 50 acquisitions.

September 26, 2024

How to Create and Enhance Business Value

Broadwing Capital Management’s Andrew Boisseau on value creation strategies

September 26, 2024

Announcing the D.C. Capital Region's Smart Business Dealmaker Award Winners and 2024 Dealmakers Hall of Fame Class

The Smart Business Dealmakers Dealmaker of the Year Awards recognize exceptional individuals in the D.C. Capital Region. See who we recognized!

September 19, 2024

Breaking Down The Steps To Achieve Post-Deal Value Creation

K1x’s John LaMancuso on the keys to post-deal value creation.

September 19, 2024

Balancing Family Matters While Preparing For A Sale

Three Brothers Bakery’s Janice Jucker on how their preparing their business for an eventual sale.

September 19, 2024

Preparedness Is Critical Given Today’s Level Of Diligence

Walden Businesses’ Sara Burden on what has changed for sellers in recent years as they go through a process.

September 19, 2024

Facing Financial Ups And Downs

Chartwell Financial Advisory’s Will Bloom on how financial conditions have affected M&A.

September 19, 2024

5 Tactics for Successful Post-Close Add-On Integration

SeatonHill's Paul Jurewicz offers tips on realizing the full value of an acquisition.

September 19, 2024

Announcing Columbus' Smart Business Dealmaker Award Winners and 2024 Dealmakers Hall of Fame Class

The Smart Business Dealmakers Dealmaker of the Year Awards recognize exceptional individuals who are shaping the landscape of business and innovation in Central Ohio. See who we recognized this year.

September 13, 2024

Announcing Philadelphia's Smart Business Dealmaker Award Winners and 2024 Dealmakers Hall of Fame Class

See who we honored at the 2024 Philadelphia Smart Business Dealmakers Conference.

September 12, 2024

The Stress Of A Deal

Former Plastics Distributors and Fabricators Owner Mark Abare on what it feels like to sell a closely held business.

September 12, 2024

Learning To Move Past Deal Setbacks

Hackbarth Hospitality Group’s Paul Hackbarth on picking the right opportunities and dealing with setbacks.

September 12, 2024

Dealing With Increased Rigor In Diligence

Palm Tree’s Nick Fedorchak on managing the sell-side process

September 12, 2024

Cleveland Deal Activity: Upcoming Rate Cuts Could Spark Q4 M&A Activity

MelCap Partners’ Luke Hippler elaborates on potential interest rate cuts, and highlights notable recent transactions.

September 5, 2024

Pre-Close Practices Set The Post-Close Stage

Tonka Bay Equity Partners’ Shane Slominski on the importance of the pre-deal process to the post-deal success.

September 5, 2024

Market Factors Shift Buyer Perspective

Stonewood Capital Management’s Kenn Moritz on how market conditions affected his firm’s 2023 deal year.

September 5, 2024

Unfortunate Circumstances Lead To Important Family Business Lessons

Gamse Labels & Packaging’s James Canzoniero on how an unfortunate event led to a quick succession, and important business lessons.

September 5, 2024

How Interest Rates Are Transforming Deal Math

Evergreen Capital Partners’ Dominick Schiano on how conditions in the deal market are affecting transactions.

August 22, 2024

Dispelling ESOP Myths

MGX Digital’s Charity Brueggemann outlines the process of transitioning to an ESOP.

August 22, 2024

The Interest Rate Squeeze Impacts Buyers

Wind Point Partners’ Peter Leemputte on the challenges buyers face in a higher interest rate environment.

August 22, 2024

The Threat Of Hackers In M&A

Cyber Defense Labs’ Jerry Bessette on cybersecurity threats and how they affect companies engaged in M&A.

August 22, 2024

Market Factors Complicate This Buyer’s Approach To Deals

Kassel Holdings' Tom Werner on the challenges facing buyers in today’s M&A environment.

August 22, 2024

Exploring Buy-Side Risk

Bluejay Capital Partners’ James Samuelsen on the risk factors he considers when looking at buy-side deals.

August 15, 2024

The Thinking That Put Malley's Chocolates On The Market

Malley's Chocolates' Mike Malley on some of the thinking that led he and his siblings to take their family business to market.

August 15, 2024

Signals From Sellers That Could Turn Buyers Off Of A Deal

GMB Capital Partners' Michael McHugh offers insight into what buyers look for when considering an acquisition.

August 15, 2024

Sell Your Future, Not Your Past

Hamilton Robinson Capital Partners' Carrie DiLauro on the importance of human capital and selling the future in a deal.

August 8, 2024

Pittsburgh Deal Activity: Enhance business value before selling with a Tax Diagnostic Review

MelCap Partners' Tom Freeman explores tax diagnostic reviews and how they can provide significant value to sellers as they seek to exit their businesses.

August 8, 2024

How An Investor Sees Post-Deal Value Creation

Milton Street Capital’s Bob Hogan on how to create value in a business post acquisition.

August 8, 2024

Post-Deal People Strategies

Millennium’s Mary Burback on strategies for integrating people post acquisition.

August 8, 2024

Getting The Real Story In A Family Business Deal

Pine Street Capital Partners’ Timothy Welles on some of the challenges with buying family businesses.

August 1, 2024

For PE, People Increasingly Make The Deal

BluWave's Sean Mooney on how PE's perception of people in a deal has changed over decades.

August 1, 2024

"Why" Carries More Weight In Today's Deals

Wolverine World Wide's Jim Zwiers on the seller and buyer trend of emphasizing why a business is bought or sold.

August 1, 2024

Learning How To Have A Successful Sale

Coretelligent's Kevin Routhier on the steps he took to prepare his business for multiple processes.

August 1, 2024

Capital Sources And Their Impact On Strategy

Trustpoint.one's Mark Hawn on important considerations for business owners ahead of a sale.

July 25, 2024

Align Your Values To Your Exit Plan

Golterman and Sabo's Herb Golterman on the importance of aligning your values to your exit plan.

July 25, 2024

Internal Transparency, Communication, Central To M&A Strategy

rEvolution's Tony Lorenz on how internal transparency and communication are central to their M&A strategy.

July 25, 2024

From Rocky Start To Wildly Successful Sale

Former Birko Corporation CEO Mark Swanson on the company turnaround that led to a successful sale.

July 25, 2024

Ready To Sell? Know What's Next.

Marsh Creek Advisors' John Marsh offers a readiness checklist for those considering the sale of their business.

July 25, 2024

Columbus Deal Activity: The Unpredictable Yet Significant Variable Of Deal Fatigue

MelCap Partners' Mike Kostandaras talks about the phenomenon, highlights deal numbers for the market and spotlights notable Columbus deals.

July 18, 2024

Know You Seller's Motivations For Selling

American Roller's Dan Cahalane on the often-overlooked mental aspect of selling a business and how that affects a deal.

July 18, 2024

Longer Buy/Sell Timelines Are Introducing Novel Challenges

Lead Capital Partners’ Pryor Smartt on how higher interest rates have affected seller, buyer timelines.

July 18, 2024

Seller Inexperience Can Ripple Through A Deal

Bernatello's Foods' Jayme Woehl on the impact inexperienced sellers have on a deal.

July 18, 2024

Lessons Learned From Selling His And His Dad's Companies

Blydan Steel's Jonathan Sherrill on what he learned through selling two businesses.

July 18, 2024

How A Conversation About AI Led To A Decision To Merge

Apple Growth Partners' Chuck Mullen and Jeff Brooks on the realization that ultimately led to his firm's merger with Eide Bailly.

July 11, 2024

Planning Ahead Makes A Process Smooth

365 Retail Markets' Brittany Westerman on the steps the company takes very early in a process to make a transaction go smoothly.

July 11, 2024

Finding A Buyer With A Culture Connection

VES LLC's Bryan LeBaron on his thought process when choosing a buyer.

July 11, 2024

For Some, Cybersecurity Isn’t a Top-Of-Mind Risk

New Resources Consulting’s Mark Grosskopf on how cybersecurity factors into his acquisitions.

July 11, 2024

Buyer Insights Offer Sellers Tips On Deal Prep

Renovus Capital Partner's Atif Gilani offers insight into how they choose their investment targets and how sellers can make their company more attractive to buyers.

July 11, 2024

Post-Capital-Raise Board Dynamics

Jason Wolfe of Wolfe LLC, Meredith Meyer Grelli of the Tepper School Of Business Carnegie Mellon, Free Market Health's Joe Cardosi and moderator Patrick Colletti of Net Health and CoSage delve into the essential steps for getting your management team board-ready, and explore the art of CEO leadership in the boardroom.

July 2, 2024

Creating Value Before A Sale

Bradford Soap International former CEO Stuart Benton on how the shift he implemented in the company created value in preparation for a sale.

July 2, 2024

Getting Creative To Take Care Of People In A Deal

3 Men Movers' Jacky Fischer on how she's prioritizing taking care of her people when it comes time to sell her business.

June 27, 2024

Team, Family Drive Selling Decision

ScrapSource's Larry Olschwanger on his motivations for selling.

June 27, 2024

Transparency Is A Critical Element In A Deal Process

LCG Advisors' Jay Clark on the importance of transparency in a process.

June 27, 2024

Introducing Family Into A Business

David Mason of David Mason + Associates on the process of introducing family into his business.

June 27, 2024

This Seller’s Checklist Starts With Culture Fit

Sophisticated Systems’ Dwight Smith on what he looked for as he prepared to sell his business.

June 20, 2024

Driving Growth: Northeast Ohio's Destination Potential

In this roundtable discussion led by First National Bank's Boyd Pethel, David Gilbert from the Greater Cleveland Sports Commission and Destination Cleveland, Greg Harris from the Rock & Roll Hall of Fame and Brian Zimmerman from the Cleveland Metroparks highlight how their collaborative efforts drive economic growth and position the region as a must-visit destination.

June 20, 2024

How Financial Realities Are Affecting M&A Math

Keystone Capital's Bill Sommerschield on how financial realities are affecting M&A math.

June 20, 2024

Getting Deals Done Regardless Of Interest Rates

American Environmental Partners Brad Domitrovitsch on how he gets deals done despite interest rates.

June 14, 2024

How Capital Realities Are Shaping M&A Outlook

Bank of America's José Tavarez leads a conversation with Revel's Frank Reig, ChargeLab's Shaun Stewart and Bank of America's Shawn Hoyer on what dealmakers can expect for the remainder of 2024 and beyond.

June 13, 2024

Announcing Cleveland's Smart Business Dealmaker Award Winners and 2024 Dealmakers Hall of Fame Class

Read about the Dealmakers of the Year we honored this year and check out the accomplishments of our Hall of Famers.

June 13, 2024

Using Deals To Get Outside Their Comfort Zone

SPS Commerce's John Strenger on how the company is entering adjacencies through M&A.

June 6, 2024

Announcing New York's Smart Business Dealmaker Award Winners and 2024 Dealmakers Hall of Fame Class

Celebrating the accomplishments of the 2024 New York Dealmaker Award Winners and Hall of Fame class.

June 5, 2024

How Listening To The Pros Made Selling Smooth For Nyquist Inc.

Nyquist Inc.'s George Nyquist on the importance of professional advice for business owners.

June 5, 2024

Eagle Park Brewing Is Learning On The Grow

Eagle Park Brewing Company's Max Borgardt on how he's handled his company's exponential growth.

June 5, 2024

An Unexpected Sale

Samtan Engineering Corp.'s Jon Petromelis on how he worked through the unanticipated sale of the business.

June 3, 2024

Interim CFOs: Building Bridges Across the PE and PortCo Divide

SeatonHill's Gayle Anderson on using interim CFOs to bridge the divide between PE and PortCo during the transitional phase to provide expertise and leadership.

May 31, 2024

Edible Brands' Founding, Flourishing and Future

Edible Brands' Tariq Farid and Somia Farid Silber on rebranding, expanding, and plotting the company’s future.

May 30, 2024

Navigating Family Business Growth

Strother Enterprises' Natasha Strother-Lassiter on the progression of her family business and the growth options they're considering for the future.

May 30, 2024

Patience, Relationship Building, Help Today's Buyers

Serent Capital's Kellie Kucik on the state of buying, and how relationship building is helping to get deals across the finish line

May 22, 2024

What Jeff Kropholler Wishes He Knew Before Selling His Business

Quantum Health Benefits Jeff Kropholler on his experience selling a business.

May 22, 2024

People Shouldn't Be An Afterthought In Your Deal

CMA Global Inc.'s Dana Borchert, Ph.D. on the importance of considering people in M&A deals.

May 22, 2024

Columbus Deal Activity: Navigating M&A turbulence amid economic and political uncertainty

MelCap Partners' Andrew J. Chalhoub talks about M&A trends, and highlights notable local deals, in this month's Columbus Deal Activity.

May 17, 2024

Announcing Atlanta's Smart Business Network Dealmaker Award Winners and 2024 Dealmakers Hall of Fame Class!

Read about the Dealmakers of the Year we honored this year and check out the accomplishments of our Hall of Famers.

May 16, 2024

When Integrating After A Deal, Be Quick

Caliber Midstream Company's Joseph Mills on the importance of speed and honesty in post-deal integration

May 16, 2024

It Takes A Team To Sell A Company

Gateway Dealer Network's John Hopper on what he found important after selling twice in four years.

May 16, 2024

Essential Leadership Traits For Uncertain Times

Brightstar Capital Partners Tom Meredith on how today's market conditions impact business leaders.

May 16, 2024

How The Market Is Affecting Deal Processes, Outlook

Lance Bonner on how changes in the market are affecting the company's approach to M&A.

May 9, 2024

Ease Employees' Post-Deal Fears

Insperity's Emily Hak, Wisconsin River Partners' Jim Frings, Executive Search Partners' Nick Curran and Kyle Enterprises' (Millennium) Mary Burback on the critical role of people in a deal and how to conduct post-deal integration to minimize disruption.

May 9, 2024

Economic Realities Change Buying Criteria, Seller Outlook

Louis Plung & Co. Partner Tony Montanaro on the conditions in today's market and how they're impacting both buyers and sellers.

May 9, 2024

Sellers Have Opportunities, If They Prepare

Bank of America's Brendan Hanley on what sellers can expect in today's M&A market.

May 3, 2024

Recognizing Milwaukee's Smart Business Network Dealmaker Award Winners and 2024 Dealmakers Hall of Fame Class!

Five of Milwaukee's top dealmakers were honored this past week with the Smart Business Dealmakers Dealmaker of the Year Award while one other was inducted into the Milwaukee Dealmakers Hall of Fame.

May 2, 2024

Sometimes Deal Success Comes Down To Luck

CPTL Advisors Alan Feldman on the role of luck in a deal

May 2, 2024

Transparency, Relationships Are Key For Buyers In This Market

Long Road Partners' Jeremy Kane on the importance of relationships in today's M&A deals.

May 2, 2024

Labor Trends And Their Impact On Business

Mac Tisdale, Ahmed El Nokali, Philip Tulkoff, Richard McGee, Jr. on how changes in the labor market are affecting business.

May 2, 2024

The A, B, C's Of Today's Market

Edgewater Capital's Bob Girton on how market conditions are affecting how buyers approach the market.

April 25, 2024

Navigating The Post-Sale Transition As A Buyer

Black Lake Capital's Charles Scripps on what changes, and what doesn't, after a private equity acquisition.

April 25, 2024

To Grow Or Not Depends On Your People

The midday panel at this year's Detroit Smart Business Dealmakers Conference covers how to assess the right time to make an investment — whether the decision is to sell or grow.

April 25, 2024

Changing Times In M&A Require Buyer Adjustments

Permanent Equity's Taylor Hall on the challenges and opportunities in today's M&A market.

April 25, 2024

How To Unlock Value and Create Excitement For Investors

CollisionRight's Richard Harrison on the importance of generating investor excitement when executing a roll-up strategy.

April 25, 2024

Common Acquisition Pitfalls And How To Avoid Them

ID Images Jeffrey Fielkow on some of the pitfalls that can trip up acquisitions, and how to avoid them

April 25, 2024

Recognizing Baltimore's Smart Business Network Dealmaker Award Winners and 2024 Dealmakers Hall of Fame Class!

Read about the Dealmakers of the Year we're honoring in Baltimore this year and check out the accomplishments of our Hall of Famers.

April 25, 2024

Harnessing Marketing and Sales Across PE Deal Stages

Chief Outsiders Slade Kobran, Dawn Werry and Evan Eckman talk about how using proven marketing and sales strategies across various deal stages can amplify returns.

April 18, 2024

Sellers, Be Prepared To Bury Your Business

Forever Bride's Ashley Hawks on how sellers can set themselves up mentally for the sale of their business

April 18, 2024

Recognizing Detroit's Smart Business Network Dealmaker Award Winners and 2024 Dealmakers Hall of Fame Class!

We celebrated the accomplishments of the 2024 class of winners April 18 at the Detroit Smart Business Dealmakers Conference. Together, they provide a strong picture of the Detroit business community.

April 18, 2024

To Generate Value, Run The Business Like You'll Be There For 100 Years

Schumann Steier's Arthur Steier on generating value for a business

April 18, 2024

Higher Multiples Require Greater Buyer Scrutiny

MERK Capital Corp.'s Thomas Parro on how today's economic conditions are affecting buyers' approach to deals

April 10, 2024

Why You Should View A Deal As A Long-Term Relationship

A&R Ironworks John Chesnutt on seeing deals with a long-term view.

April 10, 2024

Start With The End In Mind

Volato's Phil Michaels on the importance of starting with the end in mind.

April 10, 2024

Pitsburgh Deal Activity: Increased scrutiny on forecasts in a volatile market

While the primary impetus for this change in buyer perspective stems largely from the pandemic and other macroeconomic factors like interest rate increases and complex geopolitical conditions, we expect that this aspect of buyer assessment will become a regular step in the deal process for the foreseeable future.

April 4, 2024

The Rising Importance Of People In Driving Business Value In A Deal

SolomonEdwardsGroup's Laura Kellers Queen on the rising importance of people in driving business value in a deal.

April 4, 2024

Cleveland Deal Activity: Resurfacing of financial sponsors as both buyers, sellers

Because of the record levels of uninvested capital from record levels of fundraising by private equity groups over the past three years, financial sponsors are expected to be more aggressive and active on the buy side in 2024.

April 4, 2024

Be Honest When Courting Capital

FreightWise's Chris Cochran on how best to leverage different capital providers to achieve business results.

April 4, 2024

How to Maximize PE Value Creation by Better Assessing Growth Potential in Due Diligence

Chief Outsiders Managing Partner, Private Equity, Slade Kobran outlines and approach to value creation that starts in due diligence.

March 27, 2024

Nuances Of Buying Mom-And-Pop Businesses

G&G Garbage's Michael Desmond on funding deals and the opportunities, and challenges, of buying small companies.

March 27, 2024

Columbus Deal Activity: Resurfacing of financial sponsors as both buyers, sellers

Because of the record levels of uninvested capital from record levels of fundraising by private equity groups over the past three years, financial sponsors are expected to be more aggressive and active on the buy side in 2024.

March 27, 2024

Former FBI Agent On The Alarming Evolution Of Cyberthreats

Cyber Defense CEO Labs Robert Anderson, Jr. on the state of cyberthreats today and how they've evolved in recent years

March 21, 2024

The Importance Of Driving Local Investment In St. Louis

BioSTL Founding President and CEO Donn Rubin, along with USAKO Group President and CEO Dr. Han Ko and Capacity Chief Strategy Officer Douglas Wilber shared their perspective on what it takes to build a company in the region.

March 21, 2024

Lessons Learned From A Sale Process

Champions Hydro-Lawn's Shea Walker on lessons learned after going through a sale process

March 21, 2024

When Selling A Business, Get Help But Get Going

Red Hawk Past Owner Gillet Boyce on the advice he'd give to owners selling a business for the first time.

March 21, 2024

The Hard Work Of Not Becoming Another Family Business Statistic

Pump and Meter Service's Kurt Radermacher on his experience taking over the family business

March 21, 2024

CCA Global Partners Howard Brodsky On The Outsized Impact Of Delivering The Unexpected

CCA Global Partners Howard Brodsky on the common traits of the some of the world's most successful entrepreneurs and the outsized impact delivering the unexpected can yield for a business.

March 14, 2024

To Close Deals, Get Personal

LUXIT Group's Stephane Vedie on the impact relationships can have in M&A

March 14, 2024

Deal Math: Quantifying Culture, Predicting Lifespan

Crown Capital's Christopher Graham on the unexpected ways math can measure deal risk

March 14, 2024

Announcing Dallas' Smart Business Network Dealmaker Award Winners and 2024 Dealmakers Hall of Fame Class!

Here are the Dallas Dealmaker of the Year Award honorees and Hall of Famers we're recognizing this year!

March 7, 2024

Policies That Bring Big-Picture Metrics Down To The Factory Floor

Innovations in Nutrition and Wellness Former CEO Jared Leishman on programs designed to engage employees in achieving company goals.

March 7, 2024

For Bliffert Lumber, People Are Central To A Deal

Bliffert Lumber's Eli Bliffert on the role a target's people play in a deal

March 7, 2024

AI Trends for the Progressive CEO: Navigating the Transformative Landscape

Chief Outsiders' Ed Valdez and Angus Robertson rank the eight most important factors in the AI scene to pay attention to right now.

March 7, 2024

Announcing St. Louis' Smart Business Network Dealmaker Award Winners and 2024 Dealmakers Hall of Fame Class!

We're celebrating the accomplishments of the 2024 class of winners March 14 at the St. Louis Smart Business Dealmakers Conference. Together, they provide a strong picture of the St. Louis business community.

March 7, 2024

It's Complicated: Earnouts And Their Impact On A Deal

The full Pittsburgh Smart Business Dealmakers Conference Kickoff panel offer their takes on the earnout's role in a deal — for better and worse.

February 29, 2024

Find Advisors Who You Trust With Your Life

Speedeon Data's Gerard Daher on the importance of advisors and mentors as he prepares for an exit.

February 29, 2024

Inside The Thought Process Of Sell Or Don't Sell

Osage Venture Partners' Emily Foote on how she came to the decision she made with Practice, a company she co-founded.

February 29, 2024

The Role of a Family Office for Founders

615 Ventures' Rob Bellenfant, along with UBS's Mark Tepsich and James Jack, on the challenges of starting a family office after an exit, as well as strategies to better handle the new responsibilities.

February 29, 2024

Announcing Boston's Smart Business Network Dealmaker Award Winners and 2024 Dealmakers Hall of Fame Class!

Here are the Boston Dealmaker of the Year Award honorees and Hall of Famers we're recognizing this year!

February 29, 2024

6 tips a good CFO should offer business owners seeking an exit

SeatonHill's Shyamal Parikh on six things business owners should do in preparation for a sale.

February 21, 2024

Sellers, Keep It Simple When Talking With Buyers

Circuit Check's Chris Scorse on the importance of clear communication between sellers and potential buyers.

February 21, 2024

Determining The Right Capital Structure To Finance Acquisitions

TD Williamson's Cris Gaut on financing deals and determining the right capital structure as the company moves through its lifecycle.

February 21, 2024

Announcing Pittsburgh's Smart Business Network Dealmaker Award Winners and 2024 Dealmakers Hall of Fame Class!

Here are the Pittsburgh Dealmaker of the Year Award honorees and Hall of Famers we're recognizing this year!

February 15, 2024

The Unexpected Sale Of A Family Business

Former Birko Corporation Owner Kelly Green on the shift to selling her family business.

February 15, 2024

Doing Right By Your Team In A Deal

Juvare's Robert Watson on the importance of focusing on the team during a transaction.

February 15, 2024

How Market Shifts Are Impacting PE Fundraising

Sidereal Capital Group Jabbar Abdi on the state of PE fundraising.

February 15, 2024

Announcing Nashville's Smart Business Network Dealmaker Award Winners and 2024 Dealmakers Hall of Fame Class!

The Smart Business Dealmakers Dealmaker of the Year Awards and Hall of Fame recognize exceptional individuals who are shaping the landscape of business and innovation in Nashville.

February 9, 2024

Capital Costs And The Impact On Dealmaking

Monarch Collective's Suk Shah on capital options today and the effect on M&A

February 9, 2024

To Finance A Deal, Get Creative

ARME Group's Ron Beam on the opportunities and risks that come with getting deal capital

February 9, 2024

Firing Sisters And Setting Up A Son's First LLC

Preferred Data Systems' Kelly Comeaux on life growing up in a family business.

February 9, 2024

Raising Capital And Competing With Unicorns

Hungry Planet CEO Todd Boyman talks about launching Hungry Planet and why it raised modest capital compared to its unicorn competitors.

February 2, 2024

Why CEOs at Midsize Firms Must Embrace Tech to Compete

Committing to gradual modernization now is infinitely better than a panicked scramble for reinvention when the markets force your hand.

February 2, 2024

To Maximize Value, Build A Great Team

DGP Capital's Jack Chang on what sellers can do to make their business attractive to buyers, when they should start the process and who they can turn to for help as they work to maximize their deal.

February 1, 2024

Knowledge Is Power For Sellers

Keith Lipman on the prep work that went into the sale of his company, Prosperoware

February 1, 2024

Competing On Culture

Seyer Industries' Chris Seyer on how he uses culture as a competitive differentiator.

February 1, 2024

Know Your Buyer's Intentions When Selling

SupplySide Group's Ansir Junaid on the importance of understanding the different buyer types and what they mean for your business post-sale.

January 26, 2024

Failure Is OK — And Other Lessons From Rob Hale

Rob Hale became a billionaire and lost it all by the age of 35. But he rebounded from that failure to co-found Granite Telecommunications, which made him a billionaire again and made it possible for him to become a co-owner of the NBA's Boston Celtics. He shares 3 lessons he learned along the way.

January 25, 2024

Shifting To The PE Perspective As An Operator

ZXP Technologies' Jason Sanchez on being an operator in a private equity-backed company.

January 25, 2024

The Nuances Of Buying Small Companies

Chesapeake Chemlab's Tim Krongard on the challenges, and opportunities, when buying smaller companies.

January 25, 2024

Are You Really Ready To Sell?

Big Dot of Happiness Founder and Former CEO Sherri Yukel on how she prepared herself and her business for a sale.

January 19, 2024

Cavs CEO Nic Barlage On Creating A Winning Culture

Nic Barlage, CEO of the Cleveland Cavaliers and Rock Entertainment Group, discusses talent acquisition and development, building a winning culture, and the importance of leadership on the Smart Business Dealmakers Podcast.

January 18, 2024

Tune Your PE Growth Engine With These 4 Principles

Chief Outsiders columnist Jack Bowen outlines how to optimize portfolio-company performance and maximize growth opportunities.

January 18, 2024

Hafeezah Muhammad On People and Analytics In Deals

Hafeezah Muhammad's company Backpack Healthcare recently acquired two companies. At the 2023 Chicago Smart Business Dealmakers Conference, she talked about how the business has supercharged its

January 18, 2024

How Acquisitions Help Babson Farms Diversify Revenue

Taylor Kirkpatrick is generation four of Babson Farms, a family enterprise that started originally with dairy equipment manufacturing — the largest in the world, he says — until they sold the business

January 18, 2024

Capital Considerations To Maximize Flexibility

When capital was really plentiful, CFO Ron Oertell says for his company, Purchasing Power, the focus was on making sure they had many options. "We established separate SPVs, we established staggered

January 18, 2024

Sally Hughes On Letting Go

Sally Hughes founded Caster Connection in 1987 when she started selling chair casters out of the trunk of her car. Over 36 years, she built the business up to include some 3,000 different products,

January 12, 2024

Why Health Care Startups Fail

Jumpstart Capital founder and managing partner Vic Gatto has been investing in early-stage health care businesses for nearly a decade. His organization — Jumpstart Foundry, Jumpstart Health Investors

January 12, 2024

Financial Issues To Consider When Doing International Acquisitions

Gentherm closed two deals in July of 2022. One was a German multinational that added to the company's automotive space. The other was a domestic acquisition in China for its medical business. The deal

January 11, 2024

When It Comes To Assessing Culture, Listen To Your Gut

HB Global's Bob Whalen on the critical importance of culture in a deal and how to assess it.

January 5, 2024

Exploring Capital Options In A Challenging Market

Working within the commercial real estate space, Spencer Pisczak, president and founding Member of Premier Development Partners, says the current climate is in many ways a challenge. "The big problem

January 5, 2024

NVNG's Carrie Thome On Becoming The Investee

Carrie Thome left the Wisconsin Alumni Research Foundation, where, as the Chief Investment Officer, she oversaw a $3 billion investment portfolio, to co-found NVNG Investment Advisors.

January 5, 2024

Even With Experience, Selling A Family Business Can Be A Challenge

Recently, Jeff Gershman, Chairman of the Board, of Gershman Mortgage & Gershman Investment Corp., sold Gershman Commercial Real Estate, a brokerage and property management company. Through his law

January 5, 2024

AgroFresh Solutions' Clinton Lewis, Jr. On Taking The Public Company Private

AgroFresh Solutions Inc. was spunoff into a stand-alone public company, listed on NASDAQ, after Dow Chemical acquired Rohm and Haas, of which it had originally been a part. Clinton A. Lewis, Jr.

January 5, 2024

Navigating The Journey From Diligence To Exit In Private Equity

Chief Outsiders' Slade Kobran shares some key considerations from PE operating partners that ought to be taken from diligence to exit, and the go-to-market strategies they’ve used to foster success.

December 15, 2023

For Perforce Software, Deal Speed Is Critical

Perforce Software's Mark Ties on his company's approach to M&A and why speed is crucial to deal success.

December 15, 2023

A Tale Of Two Exits

Allie Danziger, SVP and GM at AscentUP and Ascent Funding, on how lessons from her first sale informed how she approached the second.

December 15, 2023

Cleveland Deal Activity: Cultural Fit Matters

One of the most critical aspects of a successful transaction is cultural fit. There are several reasons it matters. Here are a few that can determine success or failure.

December 7, 2023

Setting Up The Next Generations

Lisa Ingram, president and CEO of White Castle, on how the 10,000-employee company prepares its family to participate in the business.