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September 15, 2022
Finding alignment in a family business
By Adam Burroughs
AchieveNEXT's Christin Cardone McClave, and UBS’s Bianca Benedetti-Fang and Julie Fox on how McClave’s family managed through being business partners over the years, why they ultimately decided a full sale was a path they wanted to pursue, and how they have adjusted back to being a family, after the transaction.
August 26, 2022
Pre-transaction must-dos for sellers
Kreischer Miller's Brian Kitchen on maximizing your deal success with pre-transaction tax structuring.
August 11, 2022
Archetype Solutions Pursues A Unique Approach To Investing
Archetype Solutions Group CEO Chetan Bagga on launching Archetype Solutions and its unique approach to investing.
August 2, 2022
The Essential First Question CEOs Must Ask Before Partnering with a PE Firm
Private equity dealmaking was busier than ever in 2021, with more than $3.5 trillion in capital deployed throughout the year. Fundraising also increased nearly 20% last year – a record high – which
July 29, 2022
Breaking down the complexities of succession planning
Stradley Ronon Stevens & Young Partner Steven Scolari on succession planning and how to break the complex process down into something more manageable.
July 6, 2022
Revolutionary Security struck while the iron was hot
Revolutionary Security's Rich Mahler discusses the company's 2020 sale to Accenture.
June 29, 2022
Liquidity Lessons From Selling a Fourth-Generation Family Business
Lewisburg Printing Company's Kirk Kelso, Troutman Pepper's Daniel McDonough, and BNY Mellon's Bryan McGrath and Marty Babitz on the preparation and exit phases of a well-structured transaction.
June 17, 2022
Argo Fresh's Clint Lewis: Running A Public Company With A PE Partner
In AgroFresh, Clint Lewis is leading a public company that has a private equity investor. 'It's a unique dynamic," Lewis says.
June 2, 2022
The Battle For Seller Attention
Candid Partners' John Peak and Merrick Olives, along with LLR Partners' Michael Pantilione, Citizens' David Dunstan and Blank Rome's Louis Rappaport, on preparing for a transaction.
May 19, 2022
Unexpected snags that can trip up sellers' deals
BDO's Scott Balestrier and Eureka Equity Partners' Jonathan Chou, along with Murphy McCormack Capital Advisors' Bob McCormack and BDO USA's Eric Fahr, on the many issues sellers should consider before heading to market.
May 6, 2022
Airline Hydraulics Corp. stays in its acquisitional lane
Airline Hydraulics Corp.'s Mark Steffens talks about the company's acquisition strategy.
April 14, 2022
Tim Wallace On Making Raising Capital Part of The Job
Tim Wallace talks about his vast experience founding companies and growing them into wildly successful businesses.
March 23, 2022
Gerri Henwood on public vs private funding
Serial entrepreneur Gerri Henwood talks about her entrepreneurial experience as well as the differences — the pros and cons — of public and private funding.
February 4, 2022
Duck Donuts' Betsy Hamm, Russ DiGilio, on their capital raise process
Duck Donuts' Betsy Hamm and Russ DiGilio on what they learned through the process of selling their business to NewSpring Capital.
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.
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.
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.
September 9, 2021
Financial Materiality Of ESG
The 2021 Philadelphia Smart Business Dealmakers Conference opens with a discussion of ESG issues and how they might play out in the M&A market.
August 19, 2021
Look deeper for deal value
William Wennberg, today the CEO of Tactical Medical Solutions LLC, says when people become too focused on trying to get the best price for the company, they can lose sight of what value actually is.
July 21, 2021
Why Rich Dougherty bought LabRepCo twice
Rich Dougherty, president of LabRepCo; Michelle Rondinelli, president of Kitchen Kettle Foods; Steven Staugaitis, director of auditing and accounting at Kreischer Miller; and John Reed, partner at Barley Snyder; offer advice on figuring out the plan for a family business’s future.
June 25, 2021
The consequences of rushing into a deal
RCCB's Alyssa Brodzinski and Neil Cooper talk about the current deal environment, the tradeoffs that come with speed, and offer tips on putting together a deal team.
May 21, 2021
Joe Mirabile adds acquisitions to United Safety & Survivability Corp.’s strategy
Joe Mirabile sees acquisitions as accelerators for the growing United Safety & Survivability Corp.
April 23, 2021
Sam Beiler deals with uncertainty in his exit from Auntie Anne's
Sam Beiler spent 21 years with Auntie Anne's, a company he first worked at then acquired from the founder in 2005, making his decision to exit in 2010 difficult.
March 25, 2021
How Stephen Kindler accelerated his company’s growth through a PE partner
Stephen Kindler, president and CEO of National Fitness Partners, on choosing a PE partner and his and its adaptation to life with a PE boss.
February 26, 2021
Greg Cathcart built Excellis Heath with the end in mind
Greg Cathcart, CEO & Founder of Excellis Heath sold his business in late 2020 to the Denmark-based NNIT Group. But the groundwork for a deal began when the company was founded in 2008.
January 15, 2021
United BioSource's Patrick Lindsay focuses on the interests of ownership in an M&A process
Patrick Lindsay, CEO of United BioSource, offers insight into the company’s M&A history, as well as its approach to the M&A process.
December 17, 2020
Jeffrey Getty: Common seller mistakes that can derail a deal
KeyBank's Jeffrey Getty on the three main areas sellers should address that begin to close value gaps or find value enhancements that can alter deals for the better.
November 20, 2020
Fairmount Partners’ Charles Robins on unlocking value ahead of a sale
Business owners often believe they have a lot of value locked in their company. They might be right. However, just how much value, as well as how to unlock that value, are things they tend not to recognize.
October 23, 2020
Managing Through Uncertainty
Two primary issues have made things difficult for businesses this year. What both have in common is that each has introduced a lot of uncertainty for dealmakers.
