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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
June 30, 2021
Driving a successful sale
MADSKY and CodeBlue CEO Hunter Powell joins BMO’s Jennifer Johnson, CLA’s Adrian Nohr and IDEAL Industries’ Steve Henn, to talk about transaction preparedness during the Chicago Smart Business Dealmakers Conference....
By Adam Burroughs
June 25, 2021
The consequences of rushing into a deal
RCCB's Alyssa Brodzinski and Neil Cooper talk about the current deal environment, the tradeoffs that come with speed, and offer tips on putting together a deal team....
By Adam Burroughs
June 4, 2021
Murad Beg on how the deal market is shaping up for sellers
Murad Beg, a partner at Provariant Equity Partners, offers his sense of the deal market and the factors driving deal value, and has some advice for those who are considering a sale....
By Adam Burroughs
May 13, 2021
Cindi Englefield offers sale perspective from both sides of the table
Cindi Englefield shares what she sees from the outside when helping business owners sell their business, as well as insight and advice gained from her sale experience....
By Adam Burroughs
April 23, 2021
David Longo on what he learned about his company during a process
David Longo, Chairman & CEO of CBI Workplace Solutions, founded the workplace solutions company 27 years ago, a venture that began with the end in mind....
By Adam Burroughs
April 23, 2021
Sam Beiler deals with uncertainty in his exit from Auntie Anne's
Sam Beiler spent 21 years with Auntie Anne's, a company he first worked at then acquired from the founder in 2005, making his decision to exit in 2010 difficult....
By Adam Burroughs
April 16, 2021
Healthfuse’s Nick Fricano on his PE pandemic deal
Nick Fricano spoke at the recent Milwaukee Smart Business Dealmakers Conference about his experience transacting during the pandemic, and the lessons he takes away from the deal....
By Adam Burroughs
April 8, 2021
Matthew Porter’s post-transaction advice for entrepreneurs
Matthew Porter, Vice Chairman at Contegix and Senior Strategic Advisor at Invisibly, offers advice on post-transaction life, as well an overview of the transaction that led him to these realizations....
By Adam Burroughs
March 25, 2021
How Stephen Kindler accelerated his company’s growth through a PE partner
Stephen Kindler, president and CEO of National Fitness Partners, on choosing a PE partner and his and its adaptation to life with a PE boss....
By Adam Burroughs
March 25, 2021
Gary Schuster’s soft-side transaction preparedness checklist
Gary Schuster, president and CEO of OMCO, offers advice for companies and business owners trying to get their business in shape ahead of a process....
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
February 26, 2021
Greg Cathcart built Excellis Heath with the end in mind
Greg Cathcart, CEO & Founder of Excellis Heath sold his business in late 2020 to the Denmark-based NNIT Group. But the groundwork for a deal began when the company was founded in 2008....
By Adam Burroughs
February 19, 2021
Paul Stillmank on preparing for an exit from the start
Paul Stillmank talks about the growth of 7Summits and it’s deliberate trajectory towards its sale....
By Adam Burroughs
February 19, 2021
Associated Bank’s John Kvamme on how not to regret selling your business
Associated Bank's John Kvamme offers ways business owners can personally prepare for an exit, as well as set themselves up for the best chance at success (and the least chance for regret) post-transaction....
By Adam Burroughs
December 22, 2020
The Softer Side of the Selling: Communications and Internal Prep
Jerrad Beauchamp, Andy Billman, Chris Meso and Tom Zucker explore the softer side of sell-side communications and internal deal prep....
By Adam Burroughs
December 22, 2020
How outside deal pros helped Arnie Burchianti find needle-in-a-haystack buyers
Arnie Burchianti talks about the importance of surrounding yourself with people who have strengths where you have weaknesses....
By Adam Burroughs
December 17, 2020
Jeffrey Getty: Common seller mistakes that can derail a deal
KeyBank's Jeffrey Getty on the three main areas sellers should address that begin to close value gaps or find value enhancements that can alter deals for the better....
By Adam Burroughs
December 11, 2020
Dean Zayed on how being a seller informed his approach to being a buyer
Brookstone Capital Management's Dean Zayed talks about both the AmeriLife and the FormulaFolios deals, and how one informed the other....
By Adam Burroughs
December 3, 2020
Jeff Hewitt on finding the right buyer for the situation
Jeff Hewitt explains how his former company strengthened itself internally by working with a financial buyer, a move that enabled it to be sold from a position of increased strength a few years later....
By Adam Burroughs
November 20, 2020
Fairmount Partners’ Charles Robins on unlocking value ahead of a sale
Business owners often believe they have a lot of value locked in their company. They might be right. However, just how much value, as well as how to unlock that value, are things they tend not to recognize....
By Adam Burroughs
October 9, 2020
Mark Mantovani says sell your company's future to buyers
Mark Mantovani, principal of Mantovani Holdings LLC, on how to know when it's the right time to sell a business....
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
August 14, 2020
Chrissy Wostmann Talks New Partners, Next Stages For n2y
Chrissy Wostmann talks about the transition to a new majority private equity sponsor, the vetting process, and gives her take on M&A opportunities in today’s market....
By Adam Burroughs
July 30, 2020
Bravo Wellness CEO Jim Pshock on his unexpected deal with Medical Mutual
Bravo Wellness founder and CEO Jim Pshock talks about how his company prepared for a surprise deal with Medical Mutual....
By Adam Burroughs
July 9, 2020
AB Bernstein’s Kara Lewis and Heather George on the seller fatigue factor
AB Bernstein's Kara Lewis and Heather George explores the seller mindset and how that might affect deal availability for buyers....
By Adam Burroughs
June 11, 2020
Barley Snyder’s Paul Mattaini on fed-up sellers and cautious buyers
Barley Snyder's Paul Mattaini offers his view of the state of dealmaking — both from the sell side and buy side — and his sense of what M&A will look like in the short term....
By Adam Burroughs
March 13, 2020
How Glenn Kraft came to the decision to sell G2N
When Glenn Kraft started thinking about his personal post-G2N financial future, he began a process to explore what he might get for his company, who might be interested, and what to do if the answers were nothing and no one....
By Adam Burroughs
March 4, 2020
John Rowady: Why It’s OK To Be Selfish As You Consider Your Company’s Future
Selling your company is a big deal. It’s OK to put your own interests first in pursuit of your desired goals, says rEvolution’s John Rowady....
By Mark Scott
February 20, 2020
An Inside Look At Terrence Oprea’s Sale Of MCCI To His Executive Team
The moment you start to think that maybe it’s time to retire in terms of private ownership, it’s usually too late, says Terrence Oprea....
By Mark Scott
