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January 14, 2022

The pros and cons of three types of sale transactions

By Adam Burroughs

Fifth Third Securities' Joseph Carson, Val-Matic Valve & Manufacturing Corp.'s (retired) John Ballun, Oswald's Jeff Schwab and Provariant Equity Partners' Murad Beg explore the pros and cons of different types of sell-side transactions.

January 14, 2022

Selling is painful, so be sure you know why you're doing it

Slate Capital Group's Erik Ginsberg, along with BDO's Dan Wahlberg, Jamie Benoit, and Saul Ewing Arnstein & Lehr's Andrew Segall, discuss choosing a buyer for your company.

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.

January 14, 2022

Preparedness leads to best outcome when selling a family business

JAWOOD Founder Lynn Mustazza, along with PNC Bank's Jacob Taylor, PNC Wealth Management's Daniel Hoops and UHY Corporate Finance's Dan Sporka talk about plotting the future of a family business.

January 7, 2022

Stay ready: the benefit of a perpetual data room

Cloudbreak's Andy Panos, along with U.S. Bank's Steve Bennett, Nottingham Spirk's Katherine Hill Ritchie and Armada Waste Ohio's Robert Smith on staying prepared for a transaction.

January 7, 2022

Plan ahead to find deal success

Tri Star Energy's Wayne Acklen, Baker Donelson's Tonya Mitchem Grindon, Quorum Health's Alfred Lumsdaine and PNC Bank's Michael Johnson offer tips on financing your business to supercharge growth and how planning ahead can prepare buyers and sellers for just about any contingency.

December 16, 2021

Citymark Capital founder Daniel Walsh on launching the company

Daniel Walsh talks about launching Citymark Capital, building funds, creating value and the special place Austin holds in the company’s plans.

December 2, 2021

How Chris Molaro launched NeuroFlow

NeuroFlow co-founder Chris Molaro on changing the way mental health care is delivered, his most recent M&A deal, and the company’s future.

December 2, 2021

Transaction Readiness in a Post-COVID World

Mike Baird, John Mastrantoni, Floyd Trouten and David Black assess ways to strengthen the core of your business by addressing common challenges faced by middle market companies.

December 2, 2021

Why the seller’s story is critical to achieving value

Four dealmakers reveal ways to strengthen the foundation of your business by addressing common challenges faced by companies looking to sell.

November 24, 2021

How reading and research helped Andrew Bartels sell Medical Packaging Inc.

Medical Packaging Inc.'s Andrew Bartels along with McCormack Capital Advisors’ Bob McCormack, and Herbein + Company’s Tom Bakaitus, Jr. and Beth Bershok, break down the deal and the obstacles sellers faced during COVID to get transaction done.

November 24, 2021

DYOPATH CEO Rob Koch Offers His Sell-Side M&A Perspective

DYOPATH CEO Rob Koch, along with WILsquare Capital's Drew Caylor, CIBC's Greg Gorlinski and Polsinelli's Paul Klug talk about what sellers should consider when dealmaking during the pandemic.

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.

November 17, 2021

Factors Influencing Transactional M&A

KPMG’s Stephen Guy, along with Venable’s Charles Morton, Robert W. Deutsch Foundation’s Mac MacLure and Sachs Capital’s Andrew Sachs look at state of M&A, factors influencing the buy-and-sell-sides, and what you need to do to ensure a closed deal in this new normal.

November 17, 2021

Doing double diligence during COVID

TGI Direct's Monica Weaver, Dickinson Wright’s Bill Rosin, Emagine Entertainment’s Paul Glantz and Huntington National Bank’s Eric Dietz talk about transacting during the pandemic, as well as adjustments buyers should make when acquiring a company during disruptions.

November 12, 2021

Preparing Your Health Care Company for Post-COVID Deals

RSM's Matt Wolf along with IVX Health’s Douglas Ghertner, HUB International’s Blake Wiedman and Ursa Health’s Dr. Robin Clarke talk about preparing your health care company for any deal in a post-COVID environment.

November 12, 2021

Drafting Your Acquisition Playbook

HBD Industries Tom Pozda, along with The Huntington National Bank’s Mark Slayman, Salon Lofts’ Chris Greenfelder, Copper Run’s Andrew Hays and Huntington’s Chad Lowe, offer tips an insights on how to prepare for buy-side transactions.

November 12, 2021

The importance of ESG alignment

Ampex Brands Eric Easton, along with UBS' Amantia Muhedini and Samuel Parker look at how sustainable investing and an intentional diversity strategy can be a company’s differentiator and help drive continued growth.

November 5, 2021

How capital sees companies during a disruption

Marcum LLP's Greg Skoda, along with U.S. Banks’ Alan Zang, Walnut Ridge’s Michael Moran and U.S. Acute Care Solutions Executive Chairman Dominic Bagnoli, explore building unique capital stack structures to fuel growth.

November 5, 2021

Addressing the structural barriers facing minority owned businesses

Della Clark, CEO of The Enterprise Center, talks about ways to create better access to capital for minority entrepreneurs and her newest project, an SBIC fund aimed at mature minority owned companies.

November 5, 2021

Buyers tread carefully through COVID uncertainty

RSM US LLP's Kyle Petch, along with BMO Harris’ Robert Harrod, Go Riteway Transportation Group’s Bob Zanotti and Johnsonville Holdings’ Dan Scalia on preparing for transactions in a post-COVID world.

October 29, 2021

Factors affecting dealmaking today

Specialty Products & Insulation's Jon Perry, along with FNB Corp.’s Brad Jones and US Brick Holdings’ Mikee Johnson, talk about dealmaking in today’s market.

October 29, 2021

Creating liquidity events through IPOs and SPACs

Odeon Capital's Eric Gomberg, along with BDO USA’s Meg Kellogg and Scott Hendon, as well as Armstrong Teasdale LLP’s John Sten, talk about creating liquidity events through IPOs and SPACs.

October 20, 2021

Learning the ropes: acquisitions in a family business

Taylor Burke-Gilman and Lauren Burke-Devere on how they got involved in the family business, their transition into leadership, and what they’ve learned so far about acquisitions.

October 20, 2021

A look at the cyberthreat environment

Che Bhatia, along with Aon’s William Shortt and Kathy Weaver, and KeyBank’s Gregg Bach and Christopher Naso, explore cybersecurity and its impact on M&A.

October 15, 2021

Protect your blindside in a deal

Jim Nickel and Steve Bigari, along with Jeffrey Ford, Dale Killmeyer and Ryan Olsta offer tips on how acquirers can avoid the blindside risks in a deal.

October 15, 2021

Recapitalizing to stay ahead of the competition

PDC Machines' Kareem Afzal talks about the company’s evolution into the market and how he expects the Arcline investment will help his business capitalize on the opportunity.

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

October 8, 2021

How family alignment helped Monticeto Medical Real Estate reach its BHAG

Monticeto Medical Real Estate CEO Chip Conk, along with Bass, Berry & Sims’ Frank Pellegrino and EY's Bobby Stover explore dealmaking, growth and communication within a family business.

September 30, 2021

Capital velocity trend predicated on speed, volume

Talisman Capital Partners' Matt Bennett and Root's Kumi Walker, along with Tri-W Group's Paige McCarthy and Ice Miller LLP's Chris Michael explore new and emerging perspectives in M&A.