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June 29, 2022

Risk management in M&A

By Adam Burroughs

Aclaimant Co-Founder and Board Member Michael Schultz on dealing with risk in M&A transactions, and how his company is applying its recent $15 million raise.

June 22, 2022

The complexity of pre-sale estate and wealth planning

DP+'s Mark Petrosky, Cendrowski Corporate Advisors' John Alfonsi and Pitcairn's Andy Busser on how a seller's approach to the pre-planning and execution — including taking the impact of taxes into consideration — may be the difference between a deal's success and failure.

June 17, 2022

How ITS Logistics' Scott Pruneau Proved His Company's Uniqueness

In the last quarter of 2020, ITS Logistics launched an almost entirely virtual sales process that ultimately ended with its acquisition by GHK Capital Partners in mid-2021. CEO Scott Pruneau says navigating the process without bringing anybody under the tent was a challenge.

June 10, 2022

Edovo Divests to Improve Mission Focus

Edovo CEO Brian Hill on his venture, its recent acquisition and raising capital.

June 2, 2022

To raise funds, show investors the math

PhotoniCare's Ryan Shelton on raising funds and the company's future.

May 26, 2022

Step back before answering every request for information

David Gollob, along with BKD's Thomas Murtagh, Orbus' Simon Perutz, and Levenfeld Pearlstein's David Solomon on how uncertain times have dramatically impacted how to understand the strategic goals of strategic and financial buyers, and what that means for sellers.

May 19, 2022

The rise of cyber diligence

Aon Risk Services' William Shortt, along with Ice Miller's Reena Bajowala, Guaranteed Rate's Darin Hurd, Chicago Bears' Justin Stahl and Aon Risk Services Che Bhatia, on the rising importance of cyber diligence in M&A transactions.

May 11, 2022

What to look for in an investor

Kanbrick Co-Founder Tracy Britt Cool on what to look for in an investor.

May 6, 2022

How Catch Co. Caught On With Investors

Catch CEO Ross Gordon on how the company caught on with investors, and where they go after the company raised a $38 million Series B.

April 28, 2022

Using partnerships to set up an acquisition

Hickory Farms CEO Diane Pearse talks about the company's recent acquisitions, broadening its brand and how the Wicked Good Cupcakes deal came to be.

April 14, 2022

Akoya Capital Finds Success With New Platform

Akoya Capital's Bob May talks about the formation of Beacon, its acquisitions, and how macro challenges such as labor are affecting the platform's progress.

March 24, 2022

Athletico PT's Mark Kaufman on M&A lessons learned

Athletico PT Founder and Executive Chairman Mark Kaufman talks about the M&A lessons he's learned in his more than 30 years with the company.

February 18, 2022

The value and risk of relationships

BCD CEO Jeff Burgess, along with BMO Harris' John Chalus, BDO Consulting's Robert Berdanier and Tecum Capital's Matt Harnett, discuss the nuances of selling and buying a company, and how to conduct due diligence and successfully negotiate deal terms in this new normal.

January 14, 2022

How to diligence the human side of a transaction

RSM US LLP Ian O'Brien, Thunderbird LLC's Phil Kretekos and Wintrust's Adam Fuchs talk about the human side of buy-side transactions.

November 17, 2021

WinTrust’s Paul Carlisle on market liquidity and its impact on deals

WinTrust Financial Corp.'s Paul Carlisle looks at the challenges facing the market, the state of capital, and the conditions dealmakers could expect for the remainder of the deal year.

October 15, 2021

Is ESG the next big thing for middle-market M&A?

Nick Fink and Amantia Muhedini, along with Michael Gatewood, discuss ESG and whether it's the next big thing for middle-market M&A

August 27, 2021

Creating a demand scenario through an auction

A discussion of companies’ sell-side prep and M&A options, including auctions, strategic buyers and risk mitigation.

June 30, 2021

Driving a successful sale

MADSKY and CodeBlue CEO Hunter Powell joins BMO’s Jennifer Johnson, CLA’s Adrian Nohr and IDEAL Industries’ Steve Henn, to talk about transaction preparedness during the Chicago Smart Business Dealmakers Conference.

May 28, 2021

What to know when buying businesses in the cannabis industry

Jamil Taylor and Kevin Slaughter discuss the unique considerations that need to be made when buying businesses in the cannabis industry.

March 31, 2021

Diane Pearse: Brand leads the way in M&A at Hickory Farms

CEO Diane Pearse talks about Hickory Farms' M&A approach as well as the current and future state of the business.

March 5, 2021

Stuart Sorkin on why disruption is overrated

Former Affy Tapple CEO Stuart Sorkin talks investment approach and deal criteria, and why disruptors are overrated.

February 5, 2021

Warren Young values sellers who stick around

Warren Young, chairman of Acme Industries and Automation NTH, on his experience as an acquirer, and advice to sellers on striking win-win deals.

January 8, 2021

Locke Lord’s Michael Wilson sees a faster deal pace, but caution, in 2021

Locke Lord Partner Michael Wilson says though M&A activity remains high, the ways in which investors are transacting — a flight to quality, greater willingness to do minority investments — has changed heading into 2021.

December 11, 2020

Dean Zayed on how being a seller informed his approach to being a buyer

Brookstone Capital Management's Dean Zayed talks about both the AmeriLife and the FormulaFolios deals, and how one informed the other.

October 2, 2020

John Rowady Keeps rEvolution Ready For Action

John Rowady, rEvolution’s founder and president, says now is the ideal time for meaningful acquisitions that could set a business up for wins well into the future.

August 7, 2020

VillageMD's Tim Barry: Keep Your Investors Close In Tough Times

VillageMD CEO Tim Barry talks about the importance of communicating with investors and keeping the door open to opportunity during the disruption.

July 2, 2020

Cyprium Partners’ Michael Conaton: Get Ready For EBITDAC

Cyprium Partners co-founder MIchael Conaton discusses where he thinks investors will look when they begin scrutinizing deals as the economy starts to recover and the rise of EBIDTA before COVID.