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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. ...

By Adam Burroughs

September 15, 2022

Value Creation In The M&A Lifecycle

Congruity 360's Mark Shirman, ARK Behavioral Health’s Peter McLoughlin and Twelve Points Wealth Management’s David Clayman on value creation in the M&A lifecycle....

By Adam Burroughs

September 9, 2022

What to consider when considering minority investments

Broadview Group Holdings' Clay Hunter, LoanNEX's Eloise Schmitz, Lewis & Clark AgriFood's Tim Hassler, PNC's Tim Brady and BDO USA's Meg Kellogg on what minority control sales look like, and how planning in advance can lead to multiple bites at the apple....

By Adam Burroughs

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

September 2, 2022

Ilya Bodner on Bold Penguin's Acquisition

Bold Penguin Founder Ilya Bodner on the company's acquisition, how it decided that was the best choice and the benefits the deal offered....

By Adam Burroughs

August 26, 2022

Pre-transaction must-dos for sellers

Kreischer Miller's Brian Kitchen on maximizing your deal success with pre-transaction tax structuring....

By Adam Burroughs

August 19, 2022

Finding a sale at a crossroads

Fab Fours CEO Greg Higgs on his company's sale to Warn Industries and his post-deal plans. ...

By Adam Burroughs

August 11, 2022

When (and when not) to call an investment banker

Christopher Riley, CEO, United Cutwater, has more than 30 years’ experience owning and operating more than a dozen businesses in numerous industries. He discusses the current M&A landscape and what business owners should be doing if they’re considering selling....

By Dan Pender

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

August 5, 2022

Transition strategies within family businesses

Jergens Inc.'s Jack Schron, Ahola Payroll & HR Solutions' Jeff Ahola, Peoples Services Inc.'s Darin Haines, The Reserves Network's Neil Stallard and UBS's William Murphy on the tough conversations and lessons learned from transitions in a family business. ...

By Adam Burroughs

August 5, 2022

Evaluating your sell-side options in an exit

RiverGlade Capital's Kevin McGrath, Council Capital's Nick Cooper, Pinnacle Financial Partners' Tyler Morgan, Capital Alignment Partners' John Pontius, Whistler Capital's Darshan Prabhu and Bass, Berry & Sims' Tatjana Paterno discuss what goes into a successful exit beyond a liquidity event, including when a private equity firm sells one of its portfolio companies....

By Adam Burroughs

August 5, 2022

Lessons learned selling the same company twice

What John Blyzinskyj learned from selling Elemica twice....

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 29, 2022

Seeing a deal as more than money

Ouroboros Group's Samantha Ory, Nelson Mullins Riley & Scarborough LLP Boston's Brian Moore, Dr. Dental's Alex Faigel, Mirus Capital Advisors' Brendan Kiernan and Cambridge Savings Bank's Stephen Leonard on financing business in the lower middle market....

By Adam Burroughs

July 22, 2022

An offer that can't be refused

Dawson's' David DeCapua on the deal with Aya Healthcare and how he personally came to terms with selling. ...

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 22, 2022

Diligence is a two-way street

Foundation Wellness' Sean Williams, Aon's Perry Papantonis, and Gridiron Capital's Joe Saldutti and Sean Kelley on maximizing value in a sell-side transaction....

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

July 6, 2022

Revolutionary Security struck while the iron was hot

Revolutionary Security's Rich Mahler discusses the company's 2020 sale to Accenture....

By Adam Burroughs

July 6, 2022

A shifting M&A market

Fifth Third Securities' Matt Francati, Cyprium Investment Partners' Beth Haas, Signet Enterprises' Anthony Manna and Oswald Companies' Jeff Schwab on mitigating risk and navigating current trends in today's volatile sell-side environment....

By Adam Burroughs

July 6, 2022

BioDot's quick (and unexpected) second deal

BioDot's Tony Lemmo on the company's two significant deals in the last two years, including a leveraged buyout through Artemis Capital Partners back in 2020....

By Adam Burroughs

June 30, 2022

The Advantage of Strategic Planning in M&A Transactions

Huntington's Dan Griffith and Jim Altman, Loretta Benec (formerly with The ExOne Company), IPEG Industrial Group's John Erkert and McGuireWoods' Penny Zacharias on the power of strategic planning in M&A....

By Adam Burroughs

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 29, 2022

Liquidity Lessons From Selling a Fourth-Generation Family Business

Lewisburg Printing Company's Kirk Kelso, Troutman Pepper's Daniel McDonough, and BNY Mellon's Bryan McGrath and Marty Babitz on the preparation and exit phases of a well-structured transaction....

By Adam Burroughs

June 22, 2022

Build a good business and investors will find you

HYCU's Simon Taylor, Mintz's Kurt Steinkrauss, Health Express Urgent Care's Chris Whelan and First Republic Investment Management's Julie Rousseau on what you need to know about the personal and corporate side of readying your company for whatever tomorrow brings....

By Adam Burroughs

June 22, 2022

The importance of multiple plans

Capital Plus' Renee Tyack, Roetzel & Andress' Erika Haupt, Matesich Distributing Co.'s Sarah Schwab and AB Bernstein's Kara Lewis on how they navigated the most difficult questions regarding what to do with the family business. ...

By Adam Burroughs

June 22, 2022

Internal, external factors to consider ahead of a deal

Malachite Innovations Inc.'s Michael Cavanaugh, Barnes Wendling CPAs' Laurie Gatten, Protegis Fire & Safety's Steve DeJohn and Ulmer & Berne's Ilir Pipa on how to analyze your company’s deal readiness and determine the best course for your company’s future....

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 16, 2022

LPi’s Niche Market Clientele Proves Valuable

We Share and We Gather started as LPi's closed social network for churches. It quickly morphed into an online donation tool for nonprofits. Joe Luedtke spoke about LPi’s carveout of its financial tech arm. ...

By Dan Pender

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

How WeCare Medical Got Sophisticated Ahead of Its AdaptHealth Deal

WeCare Medical Joda Burgess, along with Footprint Capital's Josh Curtis, GBQ Partners' Wade Kozich, MAD Capital's Jim Baich and Oxer Capital's Michael OBrien discuss WeCare Medical's sale to AdaptHealth, and how sellers can maximize their understanding of the deal phases to achieve a successful transaction....

By Adam Burroughs

June 2, 2022

Seller Considerations Beyond Price

Capital Partners' Olly Forrer, HUB International's Marc Mingolelli, Goulston & Storrs' John Cushing, Stellex Capital Management's Irina Krasik and Copley Equity's Sean Sullivan on what truly differentiates winning buy-side transactions beyond the price....

By Adam Burroughs

June 2, 2022

The Battle For Seller Attention

Candid Partners' John Peak and Merrick Olives, along with LLR Partners' Michael Pantilione, Citizens' David Dunstan and Blank Rome's Louis Rappaport, on preparing for a transaction. ...

By Adam Burroughs

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