Subscribe to Smart Business Dealmakers
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....
By Adam Burroughs
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....
By Adam Burroughs
August 19, 2021
Supply chain issues and the threats they present in M&A
David Iwinski, managing director at Blue Water Growth, talks about the supply chain issues between U.S. and Chinese companies, how they’re affecting M&A transactions and offers strategies for rooting out supply chain risk ahead of, and during, a transaction. ...
By Adam Burroughs
July 21, 2021
Quick prep and deal killers
Bethany Michel, managing director at the Harbour Group; Vic Richey, CEO of ESCO; Bo Butters, principal at CLA; and John Chalus, director – corporate advisory, at BMO Harris Bank; talk about deal preparedness....
By Adam Burroughs
September 18, 2020
Deb May on letting go of her family business, Wholesale Supplies Plus
Deb May, founder and now-retired owner of Wholesale Supplies Plus, sold her business last year and stepped away from the company. She talks about her preparation and the difficulty of letting go....
By Adam Burroughs
May 21, 2020
UBS’ Jerry Johnson sees deals and capital flowing, although with some renegotiation
UBS Managing Director and Market Head Jerry Johnson shares his view of the market and what's happening with capital flow in the M&A space....
By Adam Burroughs
January 8, 2020
Successful Integration Requires Upfront Planning
Sean Morris talks about how he prepared Pulse Therapeutics for a merger, and worked to maintain value for everyone involved....
By Adam Burroughs
January 2, 2020
Gen Cap America’s Lamar Stanley on finding the right buyer
You have to begin with the end in mind, says Stanley, who sources deals for the Nashville-based private equity firm....
By Adam Burroughs
December 18, 2019
Edward Chan on how to achieve just the right level of transaction preparedness
1315 Capital's Edward Chan talks deal prep — who to hire, when not to hire, how to prepare and how not to prepare your company for a sale....
By Adam Burroughs
December 4, 2019
Thompson Street's Jack Senneff: The Ins And Outs Of Deal Prep
Thompson Street Capital Partners Managing Director Jack Senneff offers his perspective on deal readiness — what owners should do, and not worry so much about doing — ahead of a potential transaction....
By Adam Burroughs
