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May 26, 2022

How market changes helped Ascend ascend

Christine Nicodemus spoke on Ascend's acquisition by Aperture Education....

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 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. ...

By Adam Burroughs

May 11, 2022

Get your priorities straight before a sale

Aegis Advisors' Fred Vorys, along with Oxer Capital Inc.'s Dan Phlegar, BMO's Lowell Jacobson and Tiller Corporation's Steven Sauer, on the decision making that precedes a liquidity event. ...

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 11, 2022

Determining the future of a family business

Robison Energy's Daniel Singer, along with Arent Fox's David Barbash, Hubbard-Hall's Molly Kellogg, R. Klein Consulting's Ruben Klein, and BankProv's Brent Mathews on determining the future of a family business....

By Adam Burroughs

May 6, 2022

Understanding the letter of intent

Signet Enterprises' Anthony Manna talks about the letter of intent. He breaks down a deal at this very early stage, discussing some of the key choices sellers need to make as they take their company to market....

By Adam Burroughs

May 6, 2022

Factors that can trip-up a deal

Conco Systems Ed saxon, along with Babst, Calland, Clements and Zomnir's Kevin Wills, Stellex Capital's Mike Livanos, and BDO USA's Robert Berdanier, spoke at this year's Pittsburgh Smart Business Dealmakers Conference about the factors that impact a deal and how to address them....

By Adam Burroughs

April 28, 2022

Lou Schneeberger on the COVID backlog

Proformex Chairman Lou Schneeberger talks about the COVID pause, where companies are today that were negatively affected by the pandemic, and how they move forward to a successful transaction. ...

By Adam Burroughs

April 13, 2022

TTG Imaging Gets Deal Done Despite Supply-Chain Hiccup

Matt Mastarone, president and CEO of TTG Imaging Solutions, spoke on the Smart Business Dealmakers Podcast about brokering a deal despite supply-chain issues. Hit play above to catch the full conversation. ...

By Dan Pender

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 18, 2022

Tony Montanaro on what exactly a Q of E means for a seller

Tony Montanaro, a partner with Louis Plung & Company, spoke on the Smart Business Dealmakers Podcast, about Q of E reports, and offers a look at deals from a buyer's perspective: what they like to see in diligence that speeds a deal to close, and what they don't like to find — problems that could mean they walk away....

By Adam Burroughs

February 18, 2022

Prepare as if a sale could happen at any time

Environmental Partners' Paul Gabriel, Goodwin Procter LLP's Josh Zachariah, McCarthy Capital's Bob Emmert, and Gray, Gray & Gray's Derrick Rebello and James DeLeo on getting your business ready to sell, knowing the key areas that impact valuation, and putting your personal exit strategy into motion....

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

When selling, get advisers who know your niche

Hy-Tek's Sam Grooms, along with Thompson Hine's Sarah Chambers, Smile Doctors' Dale AnneFeatheringham and Sequoia Financial Group's Norm Cook peel back the curtain and share the secrets of their successes, as well as the pitfalls you should try to avoid when approaching the sale of your business....

By Adam Burroughs

February 4, 2022

Timing is everything when selling a business

Cornerstone Business Services' Scott Bushkie explores the importance of timing in the sale of a business, and offers both his insight and advice on how sellers can leverage timing to their advantage....

By Adam Burroughs

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....

By Adam Burroughs

January 27, 2022

What To Do With The Family Business

HBM Holdings' Mike DeCola, along with Clayton Capital Partners' Kevin Short and First Bank Center for Family-Owned Businesses' Joe Ambrose discuss options for family businesses, look at the macroeconomic factors that are influencing owners' decisions to sell or stay put, and explore case studies from those who have developed successful solutions....

By Adam Burroughs

January 21, 2022

Strong supply chains help sellers stand out

Woodforest National Bank's Julie Dargani, BDO's R.J. Romano and Chad Rash, along with Flywheel Greenville's Peter Marsh, discuss how supply chain and logistics issues affect such factors as valuations, the performance of portfolio companies, due diligence, negotiations, and even post-acquisition integration....

By Adam Burroughs

January 14, 2022

The pros and cons of three types of sale transactions

Fifth Third Securities' Joseph Carson, Val-Matic Valve & Manufacturing Corp.'s (retired) John Ballun, Oswald's Jeff Schwab and Provariant Equity Partners' Murad Beg explore the pros and cons of different types of sell-side transactions....

By Adam Burroughs

January 14, 2022

Selling is painful, so be sure you know why you're doing it

Slate Capital Group's Erik Ginsberg, along with BDO's Dan Wahlberg, Jamie Benoit, and Saul Ewing Arnstein & Lehr's Andrew Segall, discuss choosing a buyer for your company. ...

By Adam Burroughs

January 14, 2022

Preparedness leads to best outcome when selling a family business

JAWOOD Founder Lynn Mustazza, along with PNC Bank's Jacob Taylor, PNC Wealth Management's Daniel Hoops and UHY Corporate Finance's Dan Sporka talk about plotting the future of a family business....

By Adam Burroughs

December 2, 2021

Why the seller’s story is critical to achieving value

Four dealmakers reveal ways to strengthen the foundation of your business by addressing common challenges faced by companies looking to sell....

By Adam Burroughs

November 24, 2021

How reading and research helped Andrew Bartels sell Medical Packaging Inc.

Medical Packaging Inc.'s Andrew Bartels along with McCormack Capital Advisors’ Bob McCormack, and Herbein + Company’s Tom Bakaitus, Jr. and Beth Bershok, break down the deal and the obstacles sellers faced during COVID to get transaction done....

By Adam Burroughs

November 24, 2021

DYOPATH CEO Rob Koch Offers His Sell-Side M&A Perspective

DYOPATH CEO Rob Koch, along with WILsquare Capital's Drew Caylor, CIBC's Greg Gorlinski and Polsinelli's Paul Klug talk about what sellers should consider when dealmaking during the pandemic. ...

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 5, 2021

Buyers tread carefully through COVID uncertainty

RSM US LLP's Kyle Petch, along with BMO Harris’ Robert Harrod, Go Riteway Transportation Group’s Bob Zanotti and Johnsonville Holdings’ Dan Scalia on preparing for transactions in a post-COVID world. ...

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

October 8, 2021

How family alignment helped Monticeto Medical Real Estate reach its BHAG

Monticeto Medical Real Estate CEO Chip Conk, along with Bass, Berry & Sims’ Frank Pellegrino and EY's Bobby Stover explore dealmaking, growth and communication within a family business....

By Adam Burroughs

September 24, 2021

How M&A needs change throughout the lifecycle

MyEyeDr's David Sheffer along Falfurrias Capital Partners’ Chip Johnson, Pamlico Capital’s Jay Henry, Moore & Van Allen PLLC’s Rick Bange, and Frontier Growth‘s Richard MacLean explore how M&A needs change at different stages of a company’s lifecycle....

By Adam Burroughs

September 17, 2021

Find sale success through those who know how to succeed

Guy Dandrea, Tim Hodge, Charles Maskell, and Franklin Staley talk about the importance of pre-diligence work....

By Adam Burroughs

September 17, 2021

Put your best foot forward in a sale

Charles McIlvaine, along with Dick Hollington, Chris Farmakis, and Patrick Fodale, offer a deep dive into how to make sure you’re checking the right boxes before you go to market — during the deal and post-close....

By Adam Burroughs

September 9, 2021

Chris Chandler on Radio Systems Corp.’s patient seller approach

Radio Systems Corp.' Chris Chandler on how the company was able to use past experience to maximize value when the company was sold....

By Adam Burroughs

September 9, 2021

Marshall Dahneke’s Sell-Side Best Practices

Marshall Dahneke outlines key considerations when you’re pursuing a sale....

By Adam Burroughs

August 27, 2021

Self-awareness is key when preparing to sell

As a business owner considers selling their business, the first thing they should do, according to Harvey Nelson, CEO of Main Street Gourmet, is consider themselves....

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

August 27, 2021

How Jim Sramek came to sell Midwest Equipment Company to his employees

Midwest Equipment Company's Jim Sramek shares his story of transferring his company to and ESOP....

By Adam Burroughs

August 19, 2021

Sehrish Siddiqui talks ESG and private deals

Sehrish Siddiqui, Corporate and Securities Partner at Bass, Berry & Sims talks about how ESG matters have started to work their way from the public sphere and into private deal diligence. ...

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

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....

By Adam Burroughs

August 13, 2021

How to secure a premium value for your company

Tom Zucker, Mark Jones and Art Anton discuss the factors that most often lead to securing a premium valuation....

By Adam Burroughs

August 6, 2021

Not all CEOs are enthralled by the red-hot M&A market

Vistage Columbus Chair Perry Maughmer spoke on the Smart Business Dealmakers Podcast about the CEO mindset in a time of incredible M&A activity....

By Adam Burroughs

August 6, 2021

Failure awaits sellers who don’t define their goals

Bryan Hollenbach, executive vice president of Green Bay Packaging, offers examples of where the failure to clearly define goals created problems for sellers. ...

By Adam Burroughs

July 29, 2021

Luke Cooper on how pluck and luck helped him sell Fixt to Assurant

Luke Cooper talks about Fixt’s sale to Assurant, strategies for fundraising as well as an initiative that’s underway to help connect African-American entrepreneurs with Fortune 500 companies....

By Adam Burroughs

July 29, 2021

How Wisr used pressure to distinguish serious investors

John Knific talks about fundraising and Wisr's deal with EAB. ...

By Adam Burroughs

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....

By Adam Burroughs

July 16, 2021

Brian Fox on the sale of Confirmation to Thomson Reuters

Brian Fox, the founder and now former president of Confirmation, says his company had been on not just Thomson Reuters' radar screen, but many of the big players in the in the tax and accounting space....

By Adam Burroughs

July 9, 2021

Despite myriad offers, ESOP fit Harken best

Bill Goggins, CEO of Harken, talks about the company’s ESOP and post-sale acquisitions, as well as how they funded those transactions. ...

By Adam Burroughs