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November 18, 2022

Understand Why Before You Buy

EPIC Systems CEO Michael Higgins on the elements of a deal to consider beyond price. ...

By Adam Burroughs

November 11, 2022

Stay-At-Home Moms Take The Pressure Off Park Place Technologies' M&A Processes

Park Place Technologies Kelly Greene on how she's developed her M&A process during the years. ...

By Adam Burroughs

October 28, 2022

Economic Conditions Drive Buyer Creativity

Ouroboros Group General Partner Samantha Ory on buyer-seller alignment, her firm’s growth from independent sponsor into its first fund, and how the current economic conditions are affecting the M&A landscape. ...

By Adam Burroughs

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....

By Adam Burroughs

October 14, 2022

How Jordan Hansell Is Applying Past Experiences To Lead Tradepost

Tradepost's Jordan Hansell on launching and growing TradePost, how his experience is shaping his approach in the new venture, as well as a series of recent investments he's made in the real estate space, a sector he says is poised for disruption....

By Adam Burroughs

October 14, 2022

When Acquiring an ESOP, Get ESOP Expert Help

Warren Equity Partners' Michael Ouyang on the process his firm takes when targeting companies that have an ESOP ownership structure....

By Adam Burroughs

September 30, 2022

Lessons learned from the supply chain turmoil

LFM Capital's Stephen Cook his view of the situation in middle-market manufacturing and how the firm is dealing with the economic pressures in that sector. ...

By Adam Burroughs

September 9, 2022

Family Business Succession is a Slow, Steady Process

The L’Herbier family was at a crossroads six years ago. The owners of Air Duct Maintenance, Kevin and Debbie L’Herbier, were looking to retire and had to decide what to do with the company they started back in 1996. They approached their children, Dan and Lauren L’Herbier, to see if they had interest in taking over leadership. After a brief period, the siblings decided to begin the succession process. It didn’t go as quickly as everyone had hoped, however. ...

By Dan Pender

September 9, 2022

Accelerating growth through private equity

Schill Grounds Management's Jerry Schill on the company's deal with Argonne and how it will help accelerate the business's growth....

By Adam Burroughs

August 19, 2022

Jonathan Kasen, Gordon Scott on buying Hilliards Chocolates

As investors, Gordon Scott and Jonathan Kasen were comfortable analyzing businesses. But to prepare to acquire a company, they went to textbooks....

By Adam Burroughs

July 29, 2022

Distinguish yourself in a deal

Tecum Capital's Stephen Gurgovits, Citizens M&A Advisory's David Dunstan, Matthews International Corp.'s Richard Beard and Aon's Bill Coleman on building a successful acquisition engine. ...

By Adam Burroughs

July 29, 2022

When to leave leadership behind

Carestream Health's David Westgate, Madison Dearborn Partners' Michael Nettesheim Executive Search Partners' Nick Curran and N2 Advantage Law's Timothy Nettesheim on how to know what you're buying....

By Adam Burroughs

July 22, 2022

How Relationships Brought Abatemaster and Plumb Line Capital Together

Plumb Line Capital's Matt Lindberg and Abatemaster's Jeff Chilton on the acquisition, growing a former family-operated business, and how relationships have played a role in every aspect of the deal. ...

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 14, 2022

Making Deals with Unprepared Participants

Charlie Saponaro, CEO, Medical Record Associates, is a long-standing veteran of the Boston M&A world, with more than 30 deals to his credit. In several of those transactions, Saponaro had to make it happen even though the sellers were not quite as sophisticated in the common practices of the M&A world. ...

By Dan Pender

June 29, 2022

Relationships, communication smooth MedPilot, Vytalize deal

Vytalize Health's Kevin Murphy and Matt Buder Shapiro on the deal, how it came to be and where the combined companies go from here....

By Adam Burroughs

June 17, 2022

Overcoming Great Day's Early Challenges Hinged On The Team

Blue Olive Partners Executive Chairman Ed Weinfurtner on building the family of Great Day brands. ...

By Adam Burroughs

June 10, 2022

How Reps & Warranties Is Increasing Deal Efficiency

Waller Lansden Dortch & Davis' Tyson Bickley, LFM Capital's Chris Lin, Resource Label Group's Hunter Rost and LBMC's Brian Marynowitz on how to evolve your buy-side strategies in 2022 and beyond, and key mistakes you can avoid....

By Adam Burroughs

June 10, 2022

How labor challenges are affecting M&A

Calaway Habeck Talent Consulting's Jaynanne Calaway-Habeck, Denim Social's Douglas Wilber, CliftonLarsonAllen's Adrian Nohr, PFI Holding Co.'s John Dolan and BMO Harris' Robert Harrod on the factors impacting today's M&A transactions....

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 10, 2022

Franklin Foster on Essex Bay Capital's Launch

Essex Bay Capital Co-founder Franklin Foster talks about launching Essex Bay Capital and the investments the company has made so far. ...

By Adam Burroughs

June 2, 2022

Listening is key to uncovering overlooked opportunities

George J. Howe Co.'s Len Caric on why creating win-wins is critical for the acquisition process....

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

Macro issues change the M&A math

Little Mountain Industries' Jonathan Hatch on the lower-middle-market manufacturing scene and how broader macro issues are affecting the deal math for firms such as his. ...

By Adam Burroughs

May 11, 2022

For Stu Clark, Acquisitions Are All About The Team

Premise Health's Stu Clark on his acquisition philosophy, what he looks for in teams and cultures, and his post-deal integration process....

By Adam Burroughs

May 11, 2022

Compass Earns Multiple Returns in Less than a Year

Compass Group Equity Partners goes into every investment with a 100-day plan. They’re ready and prepared to move quickly, which they did when they purchased Sunpro Solar in 2020. Compass’ playbook includes augmenting the team and building a board deck with metrics and key performance indicators and having a written strategic plan. John Huhn, founder and managing partner of Compass Group Equity Partners, talks about how that plan enabled Compass Group sell Sunpro with multiple returns in less than a year. ...

By Dan Pender

May 6, 2022

Family Values Play Role in Acquisition

When A.O. Smith bought Canada's Giant Factories in the middle of the pandemic,  it was the end of a decade-long process....

By Dan Pender

May 6, 2022

Tips on buying distressed assets

General Management Group's Emmett McNulty on what to keep in mind when buying distressed companies....

By Adam Burroughs

May 6, 2022

Airline Hydraulics Corp. stays in its acquisitional lane

Airline Hydraulics Corp.'s Mark Steffens talks about the company's acquisition strategy....

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 22, 2022

An acquisition based on shared interests, approach

Gibson Brand President Cesar Gueikian talks about the Mesa/Boogie acquisition, as well as the direction of the Gibson brand and the many ways it's working to connect with its community....

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

April 8, 2022

M&A Human Capital Strategies

Aquila Equity Partners' Gary Lewis, along with Purple Squirrel Advisors' Carrie Schochet, Lockton Companies' Quinn Damon, Mission Veterinary Partners' Matthew Davis, Industrial Opportunity Partners' Philip Fioravante talk about lessons learned and best practices from growing portfolio companies in a labor-challenged environment....

By Adam Burroughs

April 1, 2022

Perimeter Manages Merger in Virtual World

Edward Goldberg, CEO of Perimeter Solutions, talks about securing $1.15 billion of development capital and, concurrently, merging with EverArc Holdings. ...

By Dan Pender

March 25, 2022

Don't lose yourself chasing a deal

RLXDatix's Jeff Surges, Entrinsic Bioscience's Stephen Gatto and Aon's Nick Surges talk about leveraging M&A, and the role of IP in value, in a hot deal market....

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

March 11, 2022

Win The Deal Without Winning On Price

Coles Gray CEO David Cheney, along with Tucker Ellis' Jayne Juvan, Ampex Brands Family of Companies' Eric Easton, and Citizens' David Dunstan and James Irwin, talk about what truly differentiates winning buy-side transactions beyond the price....

By Adam Burroughs

March 4, 2022

Derek Nixon Talks Varel Energy Solutions' Sale to Bluewater Group

Varel Energy Solutions' Derek Nixon talks about the company's acquisition and how the deal sets it up to be the acquirer for years to come....

By Adam Burroughs

February 25, 2022

Ansir Junaid: Serial entrepreneur’s M&A lessons learned

SupplySide Group Chairman Ansir Junaid offers insights into his M&A experience and how the pandemic has affected dealmaking....

By Adam Burroughs

February 25, 2022

Paul Larson highlights real estate trends investors should watch in 2022

Larson Financial Holdings CEO Paul Larson talks about his company's 2021 in real estate, the trends that affected the market then, and how he sees real estate investment playing out in 2022. ...

By Adam Burroughs

February 25, 2022

How to address SALT in your deals

Clearview Group's Brian Davis, along with Calvert Street Capital Partners' Brian Guerin, Nemphos Braue LLC's George Nemphos, The Courtney Group's Alan Macksey and ICSG Holdings & Incorp Industries' Peter Vrettakos, spoke at last year's Baltimore Smart Business Dealmakers Conference about addressing SALT issues in deals, the current buy-side environment and best practices for closing acquisitions....

By Adam Burroughs

February 18, 2022

The material impact of ESG on M&A

Ancora's David Sowerby, MASCO's John Sznewajs and Cendrowski Corporate Advisors' Harry Cendrowski, talk about ESG, the M&A landscape, where corporations and private investors have made the biggest changes, and what to expect next. ...

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

February 18, 2022

The growing concern of cyber security in deals

Moore & Van Allen's Todd Taylor, along with Aon's Michael Laskowitz, Greg Draddy and C.J. Dietzman, explore cyber security in M&A: asking the right questions, protecting data and IP, and making sure your company is ready for dealmaking....

By Adam Burroughs

February 4, 2022

Swift, seamless integration a priority in high-volume deal environment

Amedisys' Kris Novak, along with Probo Medical's Jay Burkhardt, Waller Lansden Dortch & Davis LLP's Tyson Bickley and LBMC's Lisa Nix, take a deep dive into how a public company and a PE-backed business have adapted their acquisition strategies in this new normal....

By Adam Burroughs

January 27, 2022

Stephen Vitale finds opportunity in chaos

Pyrotecnico's Stephen Vitale talk about his busy M&A year, one that saw the company acquire five businesses....

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

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....

By Adam Burroughs

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....

By Adam Burroughs

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....

By Adam Burroughs