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December 5, 2024

Shifting Trends In Lower Middle Market M&A

Resolute Capital Partners’ Tyler Augusty on the state of lower middle market M&A and the changes he’s seen in the past few years. ...

By Adam Burroughs

October 31, 2024

Whether An Operator or Investor, People Make The Deal

Rockmont Partners and EvidenceCare’s Bo Bartholomew on the reason people, at all levels, are central to a deal’s success....

By Adam Burroughs

September 26, 2024

How to Create and Enhance Business Value

Broadwing Capital Management’s Andrew Boisseau on value creation strategies...

By Adam Burroughs

August 8, 2024

How An Investor Sees Post-Deal Value Creation

Milton Street Capital’s Bob Hogan on how to create value in a business post acquisition....

By Adam Burroughs

April 25, 2024

To Grow Or Not Depends On Your People

The midday panel at this year's Detroit Smart Business Dealmakers Conference covers how to assess the right time to make an investment — whether the decision is to sell or grow....

By Adam Burroughs

January 18, 2024

Tune Your PE Growth Engine With These 4 Principles

Chief Outsiders columnist Jack Bowen outlines how to optimize portfolio-company performance and maximize growth opportunities....

By Jack Bowen

August 4, 2023

Cultivation Capital: A Fund By Entrepreneurs, For Entrepreneurs

Barry Sandweiss started Cultivation Capital around 2011 along with former entrepreneurs. So, he says, the fund is naturally entrepreneurial. "We know what it's like to sit in the chair of a founder,"...

By Adam Burroughs

May 5, 2023

Facing Economic Headwinds, Deal Math Changes

Several area dealmakers chimed in on how they see the current market; how buyers, sellers and entrepreneurs are faring; and their expectations for how the remainder of the deal year plays out. Check out what they have to say....

By Adam Burroughs

August 11, 2022

Archetype Solutions Pursues A Unique Approach To Investing

Archetype Solutions Group CEO Chetan Bagga on launching Archetype Solutions and its unique approach to investing....

By Adam Burroughs

May 19, 2022

Investment opportunities in Esports

Kohrman Jackson & Krantz's Scott Norcross, along with eFuse's Matthew Benson, Jonathan Sumers of the Cleveland Cavaliers, and Kaulig Capital's Brooke Hradisky, discuss the Esports sector, the investment opportunities there, and how Esports companies are financing growth. ...

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 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

November 5, 2021

How capital sees companies during a disruption

Marcum LLP's Greg Skoda, along with U.S. Banks’ Alan Zang, Walnut Ridge’s Michael Moran and U.S. Acute Care Solutions Executive Chairman Dominic Bagnoli, explore building unique capital stack structures to fuel growth....

By Adam Burroughs

November 5, 2021

Addressing the structural barriers facing minority owned businesses

Della Clark, CEO of The Enterprise Center, talks about ways to create better access to capital for minority entrepreneurs and her newest project, an SBIC fund aimed at mature minority owned companies....

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

September 9, 2021

Financial Materiality Of ESG

The 2021 Philadelphia Smart Business Dealmakers Conference opens with a discussion of ESG issues and how they might play out in the M&A market....

By Adam Burroughs

March 31, 2021

Tami Longaberger on being on the other side of the investing table

Tami Longaberger talks about her time as an operator informs her approach as an investor, what she’s seeing in the secure data ecosystem space, and the future of the Longaberger Co. brand....

By Adam Burroughs

March 12, 2021

Jeff Dudan’s questions before investment

Jeff Dudan on what he looks for in investment opportunities....

By Adam Burroughs

March 5, 2021

For Bill Lee, approachability is key when investing

Bill Lee, serial entrepreneur and investor, on what he’s learned over his years of buying, selling and investing....

By Adam Burroughs

March 5, 2021

Stuart Sorkin on why disruption is overrated

Former Affy Tapple CEO Stuart Sorkin talks investment approach and deal criteria, and why disruptors are overrated....

By Adam Burroughs

February 26, 2021

Serial entrepreneur Steve McHale offers insight into his investment process

Steve McHale talks about how he identifies investment targets and what trends he’s chasing with his investment dollars....

By Adam Burroughs

February 5, 2021

Pam Springer warns against “generals” when investing

Serial entrepreneur and investor Pam Springer on how to be an effective investor....

By Adam Burroughs

August 7, 2020

Shifting capital: How Catherine Mott and BlueTree Capital have responded to the pandemic

For BlueTree Capital, the pandemic has put the firm's focus on protecting its portfolio companies. While that's its primary focus, it's not its singular focus....

By Adam Burroughs

May 19, 2020

UBS Market Head Ted Durkin on capital flow, investments, vs. coronavirus

Ted Durkin, managing director and Pennsylvania market head for UBS talks about how the flow of capital has been affected by the pandemic, as well as some of the ways that investors have tried to preserve their portfolios....

By Adam Burroughs

February 27, 2020

Michael Redd: Applying lessons from the NBA to the venture world

Michael Redd is often more concerned about the leaders than the product; if the product isn’t right, the company can pivot. The angel investor and venture partner shares what he's learned about investing and how his experience as a professional athlete in the NBA frames it....

By Jayne Gest

December 17, 2019

BPOC’s Troy Phillips: Wise Dealmakers Have A Plan Before Investing In Health Care

You don’t have to invest in every opportunity you see, says Beecken Petty O’Keefe’s Troy Phillips. Take time to find the right deal....

By Mark Scott

December 10, 2019

Buddy Flerl: Whether investing overseas or in the PE secondary market, people are the key

Buddy Flerl acts as an investor and limited partner in institutional funds in the secondary market, providing liquidity to PE firms. He also has experience investing overseas. In both scenarios, he says, it comes down to people....

By Jayne Gest

December 4, 2019

Stonehenge’s Andrew Bohutinsky: The value of operators with skin in the game

When Stonehenge Partners invests in a business, it’s looking for operators who have skin in the game. This means, as a fund, it often finds the most opportunity through minority recapitalizations, says Managing Partner Andrew Bohutinsky....

By Jayne Gest

November 7, 2019

1315 Capital’s Adele Oliva talks big (and little) picture on the state of health care M&A

Finding investment success isn’t necessarily about being granularly focused on a super-niche sector or subsector. In fact, for Adele Oliva and 1315 Capital, success can be a product of being able to see the bigger picture....

By Adam Burroughs

May 9, 2019

Charles Huebner Digs Deep To Make Investments Deals Work For Clients

The founder of Pointe Capital Management talks about the forces that drove the launch of his investment management firm and the value of being a dealmaking sleuth....

By Mark Scott

April 13, 2018

Umberto P. Fedeli

Umberto Fedeli is a prolific investor who has bought stock in hundreds, if not thousands of businesses, banks and other organizations over the years. We talk with him about his approach to dealmaking and investing, his read on the M&A sector today and the value of being really good at something....

By Mark Scott

January 19, 2018

Next Sparc's Len Pagon Jr.

Next Sparc CEO Len Pagon Jr. shares how he’s learned to be discerning and the importance of Warren Buffett’s rules for investing....

By Mark Scott