November 4, 2022
By Adam Burroughs
At the Charlotte Smart Business Dealmakers Conference, a panel of C-suite executives, entrepreneurs, and an M&A financial adviser, led by moderator Greg Wilcox, a First National Bank Regional Manager, explored the state of the deal market and their respective organizational journeys amid a tightening interest- rate cycle, persistently high inflation, and challenging economic conditions.
July 22, 2022
Plumb Line Capital's Matt Lindberg and Abatemaster's Jeff Chilton on the acquisition, growing a former family-operated business, and how relationships have played a role in every aspect of the deal.
June 22, 2022
Stratifyd's Derek Wang on building Stratifyd, raising capital and growing his investor network.
April 28, 2022
Amicus.io CEO and Co-Founder Cor Hoekstra, talks prior to the company's acquisition by TIFIN about attracting investors, differentiation, and what he sees as the future for the company.
February 18, 2022
Moore & Van Allen's Todd Taylor, along with Aon's Michael Laskowitz, Greg Draddy and C.J. Dietzman, explore cyber security in M&A: asking the right questions, protecting data and IP, and making sure your company is ready for dealmaking.
January 21, 2022
Woodforest National Bank's Julie Dargani, BDO's R.J. Romano and Chad Rash, along with Flywheel Greenville's Peter Marsh, discuss how supply chain and logistics issues affect such factors as valuations, the performance of portfolio companies, due diligence, negotiations, and even post-acquisition integration.
September 24, 2021
MyEyeDr's David Sheffer along Falfurrias Capital Partners’ Chip Johnson, Pamlico Capital’s Jay Henry, Moore & Van Allen PLLC’s Rick Bange, and Frontier Growth‘s Richard MacLean explore how M&A needs change at different stages of a company’s lifecycle.
July 21, 2021
Pete Stewart, president and CEO of Forest2Market; Scott Anderson, partner at Womble Bond Dickinson; and Jim Benedict, senior vice president/senior wealth strategist at PNC; explore how to de-risk, plan and execute a liquidity event.
April 23, 2021
David Longo, Chairman & CEO of CBI Workplace Solutions, founded the workplace solutions company 27 years ago, a venture that began with the end in mind.
January 22, 2021
Louis Foreman, CEO, Enventys Partners talks about product innovation, raising capital, recent patent activity trends and the commonalities among his 15 clients who appeared on the TV show Shark Tank.
December 4, 2020
PNC Wealth Management’s Jim Benedict dives into wealth planning strategies business owners should consider heading into a transaction, as well as common issues they tend to overlook.
October 30, 2020
Capitala Investment Advisors LLC Chairman and CEO Joe Alala; AmWINS Group Inc. COO Ben Sloop; LendingTree Founder, Chairman and CEO Doug Lebda; and Executive Vice President and Charlotte Regional President of FNB Corp. Brad Jones, offer their insights into the challenging M&A market.