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April 4, 2024

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

By Adam Burroughs

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

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 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.

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 1, 2024

Knowledge Is Power For Sellers

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

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 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.

December 1, 2023

To Thrive, A Family Business Needs Rules

Jim Jurgielewicz, of Joe Jurgielewicz & Son Ltd., on the rough couple years the business experienced and how the rules the family set help them keep it together.

November 3, 2023

Greater Diligence Means Greater Deal Prep

In the market today, there's been a change in availability of debt and the cost of that debt, says Mereo Capital Partners Managing Partner John O'Hare. There's also an issue of meeting seller

September 29, 2023

Optimism For Better M&A Times Is On The Horizon

Headlines of articles covering the M&A market over the past couple of months and years have painted a challenging picture, says UBS Market Executive, Philadelphia & DC Market Julie Fox. However, they

September 8, 2023

Philadelphia's 2023 Smart Business Network Dealmaker Award Winners: Trailblazers in Business and Innovation

The 2023 Smart Business Network Philadelphia Dealmaker Awards have recognized exceptional individuals who are shaping the landscape of business and innovation in the City of Brotherly Love. These

July 28, 2023

Don't Force Family Into Taking Over The Business

When it comes to making a successful transition within a family business, education and communication are by far the most important factors. Waldron Private Wealth Partner & Chief Investment Officer

June 23, 2023

Transition Options For Family Businesses

There comes a time for family businesses to make a transition. In some cases, the business is passed down to the family's next generation. But when that's not an option, there are other transitions

May 19, 2023

Whether buying or selling, alignment is key

Investors have had a lot to process recently — COVID bumps in their portfolio companies, whether positive or negative; supply chain issues; inflation impacting working capital, to name a few. While

April 21, 2023

The Importance Of A Good First Impression

Blank Rome's Louis Rappaport on best practices for gaining the upper hand in deals done in a highly competitive environment.

March 24, 2023

How Buyers Leverage Weaknesses In A Deal

Guardian Capital Partners Managing Partner Peter Haabestad on the ways buyers pick apart deals and how business owners can maximize the opportunity of a sale.

March 10, 2023

Data, Transparency Play Large Roles In A Deal

Highwood USA CEO and Founder John Quarmley talks through the company's recent sale process.

February 24, 2023

Borrowing Against IP

Mark Fox, managing partner at Ghost Tree Partners, and Joseph Rossi, AVP, Aon Intellectual Property Solutions at Aon, on methods for lending against a company's IP.

February 10, 2023

Bill Yoh On Adding Structure To The Family Business

Day & Zimmerman Co-Owner Bill Yoh on how to have the tough conversations necessary to have a thriving family business for generations.

January 27, 2023

The Impact Of Tax Structuring On A Deal

There have been times when tax issues had significant implications on deals for David Bovenizer, CEO of Lionheart Industrial Group LLC. Recently, he says, his company was trying to acquire a strategic target in the aerospace and defense sector. It was a good strategic match for the business, but the company had a lot of the hallmarks of a smaller company, including a lack of tax planning. It was a single individual owner C-corp, which meant there were fewer structuring options for a deal. And they also had issues such as a history expensing all their purchases and no inventory accounted for on the books.

January 13, 2023

Preparing For A Sale When You're A Social Entrepreneur

Founder and former CEO of Union Packaging Michael K. Pearson on selling his company and preparing for life after a sale.

December 16, 2022

The Importance To Buyers Of High Probability Of Close

Mereo Capital Partners Co-Founder Leo Helmers on the indicators of a high probability to close and why those matter to buyers.

December 1, 2022

Michael Schreiber On Launching Playfly Sports

Playfly Sports Founder and CEO Michael Schreiber on launching Playfly, making acquisitions as well as advice for those leading disruptive forces into the market.

November 18, 2022

Revolutionary Security's Race To The Finish Line

Former Revolutionary Security CEO Rich Mahler on the sale of the company to Accenture — the period leading up to the deal, COVID's effect and more.

November 4, 2022

Chain.io Investing in Supply Chain Platform Partnerships

As supply chain issues continue to wreak havoc for businesses both large and small, Chain.io Founder and CEO Brian Glick hopes to alleviate the problems with its cloud-based integration platform, which lets all the different entities in the chain share data between all their systems.

October 21, 2022

Refine Your Growth Strategy

Wolf Organization's Joe Person, Guardian Capital Partners' Peter Haabestad, RKL's Bryan Redding and JPMorgan Chase's Lisa Kopff, share their keys to developing and unlocking an acquisition plan that works.

October 7, 2022

From funder to fundraiser

MOBILion's Dr. Melissa Sherman on growing the company and how she's adapted to the fundraising process.

September 15, 2022

Finding alignment in a family business

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.