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November 18, 2022

Entrepreneur Focus: Kathryn Finney

Genius Guild Founder, CEO and Managing Partner Kathryn Finney shares her entrepreneurial journey and the impact she's been able to have through it....

By Adam Burroughs

November 4, 2022

Expert Social Influencers Change the Marketing Landscape

Working directly with brands and retailers, The Desire Company matches them with the right experts to trial, test and review products, producing video reviews for use at the point of sale and across digital marketing channels. These partnerships are proving to drive an increase in conversions, time on site and an increase in marketing effectiveness, resulting in a six times revenue increase for the company in the past 12 months. As a result, brands are taking notice and want in on this new approach. ...

By Dan Pender

October 21, 2022

Begin With The End In Mind

MATH Venture Partners' Mert Hilmi Iseri and Mark Achler, along with UBS's James Jack and Michael R. Gatewood, share valuable personal lessons learned over several successful M&A exits. ...

By Adam Burroughs

October 7, 2022

Shifting Perspective When Bringing On PE

Serial entrepreneur Stephen Marshall on how founders and CEOs need to prepare their company, and themselves, for major events in a business's lifecycle. ...

By Adam Burroughs

September 23, 2022

Tailor your M&A approach

IDEAL CEO and Director Steve Henn on getting an organization prepared for acquisitions....

By Adam Burroughs

September 9, 2022

Preparing for sell-side diligence

CMC Materials' Daniel Woodland on issues that arise when selling a business. ...

By Adam Burroughs

August 26, 2022

A look at M&A in today's food & beverage sector

Prairie Capital Advisors' Terry Bressler and Dan DeLap on how the deal market in the food and beverage sector is playing out this year, their expectations for the near-term, and factors that both buyers and sellers should consider ahead of a transaction....

By Adam Burroughs

August 11, 2022

When there's more than money to a deal

Orbus Past Chairman & Owner Simon Perutz on his former company's acquisition...

By Adam Burroughs

July 29, 2022

When selling, get answers before the deal closes

Ten35's Sherman Wright on preparing to sell a business and the liquidity event that follows....

By Adam Burroughs

July 22, 2022

Price Taker vs. Price Maker and the effect on value

BMO Harris Bank's John Chalus and Tecum Capital's Matt Harnett on the economic factors that are affecting deals and how buyers and sellers can adjust. ...

By Adam Burroughs

July 6, 2022

Preparing yourself to prepare for a sale

Prospect Partners' Louis Kenter on steps a business owner should take to prepare to sell their company....

By Adam Burroughs

July 6, 2022

Identifying the right capital partners

Tiesta Tea Company's Dan Klein on what he looks for in investors beyond capital as well as the company's plans for growth. ...

By Adam Burroughs

June 29, 2022

Risk management in M&A

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....

By Adam Burroughs

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. ...

By Adam Burroughs

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....

By Adam Burroughs

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....

By Adam Burroughs

June 10, 2022

Edovo Divests to Improve Mission Focus

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

By Adam Burroughs

June 2, 2022

To raise funds, show investors the math

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

By Adam Burroughs

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....

By Adam Burroughs

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. ...

By Adam Burroughs

May 11, 2022

What to look for in an investor

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

By Adam Burroughs

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....

By Adam Burroughs

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. ...

By Adam Burroughs

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....

By Adam Burroughs

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....

By Adam Burroughs

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. ...

By Adam Burroughs

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....

By Adam Burroughs

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. ...

By Adam Burroughs

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...

By Adam Burroughs

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....

By Adam Burroughs

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....

By Adam Burroughs

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....

By Adam Burroughs

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....

By Adam Burroughs

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....

By Adam Burroughs

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....

By Adam Burroughs

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....

By Adam Burroughs

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....

By Adam Burroughs

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....

By Adam Burroughs

September 2, 2020

Minimize risk and protect shareholders with financial opinions

Greg Cook, a director with Prairie Capital Advisors, explores fairness and solvency opinions as a means of minimizing risk and protecting shareholders....

By Greg Cook

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....

By Adam Burroughs

August 6, 2020

MRI Software Buys MacMunnis

Solon-based MRI Software has acquired Chicago-based MacMunnis Inc., a provider of lease administration solutions to  businesses managing complex lease portfolios....

By Michael Marzec

July 15, 2020

Thirty-One Gifts Gets Growth Capital From Kanbrick

Thirty-One Gifts founder Cindy Monroe has taken on a growth equity partner in Kanbrick, the investment firm led by former Waren Buffett deputy Tracy Britt Cool and Brian Humphrey. Terms were not disclosed.v...

By Michael Marzec

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....

By Adam Burroughs and Mark Scott

June 25, 2020

Cyprium Partners makes non-control investment in Chief Enterprises Holding

Cyprium Investment Partners has completed a new preferred equity and subordinated debt investment in Chief Enterprises Holding LLC...

By Adam Burroughs

June 19, 2020

Bravo Wellness Acquires PUSH Wellness

Cleveland-based Bravo Wellness has acquired Chicago-based PUSH Wellness. The companies both provide personalized, progress-based health improvement goals that materially reward each program participant....

By Michael Marzec

June 12, 2020

Howard & Howard’s Dan Cotter: Don’t Wait To Make A Business Interruption Claim

Many companies will be taking a harder look at their business interruption and disaster recovery insurance coverage in the wake of COVID-19, says Dan Cotter, an attorney with Howard & Howard....

By Dustin S. Klein & Mark Scott

June 8, 2020

Wintrust’s Paul Carlisle: Investors Who Weather Pandemic Will Find Deal Opportunities On Other Side

Paul Carlisle discusses how investors view the current deal market and what business owners can do to prepare for the second half of the year....

By Dustin S. Klein & Mark Scott

May 26, 2020

Cresco Labs Reaches Deal To Acquire Four Ohio Cannabis Dispensaries

Completion of the transaction is subject to approval by the Ohio Board of Pharmacy. Upon closing, Cresco would have a total of five dispensaries in Ohio – the maximum allowed by the state....

By SBN Staff

May 15, 2020

Prairie Capital Advisors' Ken Serwinski: Dealmakers Continue To Operate With An Abundance Of Caution

Buyer’s market, or seller’s market? In this time of global pandemic, how about neither, says Prairie Capital Advisors Co-founder and Chairman Ken Serwinski....

By Dustin S. Klein & Mark Scott

May 8, 2020

Conco sold to Rising Point Capital

Chicago-based Rising Point Capital has acquired Conco Holdings, which is located in the Pittsburgh area. Tecum Capital Partners and UMB Capital Corp. provided subordinated debt and equity. The investor group also partnered with the Saxon-Godish Family and existing management team, who will remain with Conco and retain a significant stake....

By Jayne Gest