May 12, 2023
The landscape of estate tax planning is set to undergo a significant change in the coming years, as the estate tax exemption is set to revert to pre-2018 levels at the end of 2025. This means that
April 6, 2023
Babst Calland Attorney at Law Kevin Wills on how deals are being affected by economic headwinds and what both buyers and sellers are doing to keep deals flowing.
March 31, 2023
Priiva Consulting Corporation's Bill Forquer and Stewart Title Group's Sean Stoner on best practices designed to create a smoother process and more successful deals.
January 27, 2023
There have been times when tax issues had significant implications on deals for David Bovenizer, CEO of Lionheart Industrial Group LLC. Recently, he says, his company was trying to acquire a strategic target in the aerospace and defense sector. It was a good strategic match for the business, but the company had a lot of the hallmarks of a smaller company, including a lack of tax planning. It was a single individual owner C-corp, which meant there were fewer structuring options for a deal. And they also had issues such as a history expensing all their purchases and no inventory accounted for on the books.
December 9, 2022
Health Express Urgent Care Owner Chris Whelan on selling his business to South Shore Health System.
December 9, 2022
Battery Solutions CFO Craig Fishel on preparing for his company's sale earlier this year to Retriev Technologies.
October 21, 2022
Peter Bowe and Barbara Stewart Foundation's Peter Bowe, along with 7th Street Advisors' Andy Cohen and Slate Capital Group's Parker Davis, on the importance of evaluating your buyer and other practical tips for getting your house in order before the deal goes down.
September 30, 2022
Vytalize Health's Kevin Murphy, Vitalxchange's Charu Ramanathan, Gibson Machinery's Lee Gibson, Taft Stettinius & Hollister LLP's Brandi Weekley and MelCap Partners' Al Melchiorre on economic uncertainty and its impact on deal readiness.
September 23, 2022
Mason Wells Senior Managing Director Jay Radtke on how to be an effective buyer in this hyper-competitive and ever-changing environment.
August 5, 2022
Stirling Ultracold Founder and former CTO Dave Berchowitz on the deal with BioLife and how the company's IP was managed leading up to and through diligence.
July 29, 2022
Stradley Ronon Stevens & Young Partner Steven Scolari on succession planning and how to break the complex process down into something more manageable.
July 6, 2022
Honigman's John Kanan, Wälzlager Industriewerke Bulle A.G.'s Kal Beidas, MSX International's Fred Minturn, Aon's Vipul Patel and BDO Consulting Group's Robert Berdanier discuss economic uncertainty and its impact on deal readiness.
July 6, 2022
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.
June 30, 2022
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.
May 19, 2022
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.
April 8, 2022
RTC Partners' Tony Brindisi and Plumb Line Capital's Matt Lindberg, along with RSM's Steve Menaker and Luis Galarza, explain how they approach valuation creation, as well as current trends you can apply to your next deal.
August 19, 2021
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.
May 21, 2020
UBS Managing Director and Market Head Jerry Johnson shares his view of the market and what's happening with capital flow in the M&A space.
January 2, 2020
You have to begin with the end in mind, says Stanley, who sources deals for the Nashville-based private equity firm.
December 18, 2019
1315 Capital's Edward Chan talks deal prep — who to hire, when not to hire, how to prepare and how not to prepare your company for a sale.
December 4, 2019
Thompson Street Capital Partners Managing Director Jack Senneff offers his perspective on deal readiness — what owners should do, and not worry so much about doing — ahead of a potential transaction.