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November 17, 2023
See Your Business Through Buyers' Eyes
The advice to business owners looking to exit is often to get the right advisers and plan well ahead of going to market. But for many, that's not always the reality. "We deal with the business owners...
By Adam Burroughs
October 6, 2023
Interest Rates Effect Strategy, But Multiples Remain Insulated
Interest rates have an impact on a variety of factors — not just in M&A, but in business in general. That's causing businesses to develop strategies to minimize the impact of those rising rates to...
By Adam Burroughs
September 29, 2023
The 15-Year Process Of Selling CollabraSpace
CollabraSpace Co-Founder Ray Schwemmer says he would get cold calls all the time from people looking to buy his software company. "We basically just ignored them," he said at the Baltimore Smart...
By Adam Burroughs
September 29, 2023
Transparency Is Needed When Selling A Family Business
Multigenerational family businesses, says Richard J. Wolkowitz, CEO and Family Advisor at Xylogenesis | Family Office Advisory, are tough. The family working in the business may have a different...
By Adam Burroughs
September 1, 2023
Wellist Founder Ashley Reid On The Importance Of Perspective
Wellist Founder and CEO Ashley Reid discusses growing into the company's national presence, what outside board seats have taught her about running her own business and the evolution of the company's fundraising....
By Adam Burroughs
September 1, 2023
Buyers’ Industry Knowledge Can Help Land The Best Deal
Dr. Nithin Krishna is a board licensed psychiatrist and serial mental health entrepreneur who formerly led as CEO the multimillion dollar Bloom Health Centers. Krishna acquired Psych Associates of...
By Adam Burroughs
August 25, 2023
Take The Stigma Out Of The Exit Talk
CEOs are often hesitant to talk about exits because there's a stigma attached to it, says MATH Venture Partners Managing Director Mark Achler. "There's a concern that if you start to talk about an...
By Adam Burroughs
August 18, 2023
An Uncertain Economy Brings The Focus Inward
The uncertainty of the current state of the economy has driven Jim Banovich, CEO of Marsh Electronics to invest into the company and start getting it in position for the next generation and the next...
By Adam Burroughs
July 21, 2023
Lessons Learned From Selling A Business ... Twice
Bruce Milen, Chairman of the Board of Jax Kar Wash, first sold his business back in 1998 during a period of consolidation and roll ups. He had and took the opportunity to buy it back three years later...
By Adam Burroughs
June 29, 2023
Prepare At The Beginning For The Best End
Harold Green launched Chamberlain Contractors, an asphalt paving company, back in 1975, and sold it to Pavement Partners, a portfolio company of Shoreline Equity Partners, in January 2022. While he...
By Adam Burroughs
December 9, 2022
Dr. Shante P. Williams Learns From The Past To Build Black Pearl Global Investments
Black Pearl Global Investments CEO Dr. Shante P. Williams on what she's learned launching several businesses, and how her most recent venture, Black Pearl Global Investments, is making an impact on underserved communities. ...
By Adam Burroughs
November 11, 2022
A Lifetime of Succession for Ideal Group
It may have been out of necessity, but Frank Venegas Jr. began the succession process at a very young age for daughter, Linzie, and son, Jesse. Linzie said she was in a playpen in her father’s office, because they didn’t have the money for sitters and her parents worked long hours. It may have been a hardship then, but its paying dividends today as both Linzie and Jesse have taken over leadership of the company....
By Dan Pender
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
September 2, 2022
Multiple means of raising capital
Oncocyte's Ron Andrews on the company's use of its at-the-market program, how it works, when it's best deployed, and what the raise from it has enabled to the company to do....
By Adam Burroughs
July 29, 2022
Breaking down the complexities of succession planning
Stradley Ronon Stevens & Young Partner Steven Scolari on succession planning and how to break the complex process down into something more manageable....
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
When Three Little Pigs Went To Market
Village Gourmet's David Kemp and Gemini Investors' James Goodman on buying Three Little Pigs, growing it into Village Gourmet and taking that company to market....
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
October 15, 2021
Recapitalizing to stay ahead of the competition
PDC Machines' Kareem Afzal talks about the company’s evolution into the market and how he expects the Arcline investment will help his business capitalize on the opportunity. ...
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
May 28, 2021
Paths to public: Mina Sooch on reverse merger vs IPO
Mina Sooch explains how the reverse merger process she took taking Ocuphire Pharma Inc. public compares to her prior IPO experiences....
By Adam Burroughs
April 16, 2021
BlueTree Allied Angels’ Sreekar Gadde urges entrepreneurs to see IP differently
BlueTree Allied Angels’ Sreekar Gadde urges entrepreneurs to stop think about IP only in terms of protection, and instead create a holistic strategy to maximize long-term value....
By Adam Burroughs
March 18, 2021
Support, trust go a long way in M&A deals
For anyone considering selling a business, those who have been there say whatever you’re thinking the due diligence process is, both in terms of volume and depth of the requests, it’s more....
By Adam Burroughs
July 9, 2020
Truist’s Jim Geuther says plan for the future despite the uncertainty
Truist's Jim Geuther explores the importance of adaptability in a time of disruption and uncertainty....
By Adam Burroughs
December 5, 2019
PWP Growth Equity’s John McKee on seeing the other side when selling a business
Selling a business is, for many, ultimately about the transaction — a value-and-price equation based on data scrutinized through the diligence process. However, PWP Growth Equity Managing Director John McKee sees something more than that....
By Adam Burroughs
November 12, 2019
Aon’s Vipul Patel explains the role of reps and warranties insurance
The use of reps and warranty insurance is on the rise, as it helps sellers walk away after a deal closes and gives buyers risk protection. Aon's Vipul Patel goes over the nuts and bolts of this M&A tool....
By Jayne Gest
October 30, 2019
Winbridge’s Chris MacLaren: Due Diligence Should Always Rate High On Your M&A Priority List
Chris MacLaren crunches the numbers at Winbridge, enabling PE/VC firms time to raise capital and source new deals....
By Mark Scott
October 16, 2019
Savorfull’s Stacy Goldberg: Don’t Make A Deal If It Doesn’t Serve Your Needs
Dealmaking can be exciting, but it can also be a pathway to uncertainty if you’re not prepared, says Savorfull CEO Stacy Goldberg....
By Mark Scott
September 10, 2019
How MCM Capital Looks At Acquisitions
Senior Managing Partner Mark Mansour takes us inside his approach for evaluating investment opportunities at MCM Capital....
By Mark Scott
August 16, 2019
Communication Planning Is A Must When Making A Deal
Shannon Stucky Pritchett of FTI Consulting discusses the importance of a solid communications strategy upon the close of a transaction....
By Mark Scott
June 7, 2019
Cars.com Keeps An Open Mind When It Comes To M&A
Chief Strategy Officer Matthew Gold talks about the company’s M&A strategy and some of the challenges that come up in the effort to get deals done....
By Mark Scott
