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December 1, 2023
To Thrive, A Family Business Needs Rules
By Adam Burroughs
Jim Jurgielewicz, of Joe Jurgielewicz & Son Ltd., on the rough couple years the business experienced and how the rules the family set help them keep it together.
November 3, 2023
Greater Diligence Means Greater Deal Prep
In the market today, there's been a change in availability of debt and the cost of that debt, says Mereo Capital Partners Managing Partner John O'Hare. There's also an issue of meeting seller
September 29, 2023
Optimism For Better M&A Times Is On The Horizon
Headlines of articles covering the M&A market over the past couple of months and years have painted a challenging picture, says UBS Market Executive, Philadelphia & DC Market Julie Fox. However, they
September 8, 2023
Philadelphia's 2023 Smart Business Network Dealmaker Award Winners: Trailblazers in Business and Innovation
The 2023 Smart Business Network Philadelphia Dealmaker Awards have recognized exceptional individuals who are shaping the landscape of business and innovation in the City of Brotherly Love. These
July 28, 2023
Don't Force Family Into Taking Over The Business
When it comes to making a successful transition within a family business, education and communication are by far the most important factors. Waldron Private Wealth Partner & Chief Investment Officer
June 23, 2023
Transition Options For Family Businesses
There comes a time for family businesses to make a transition. In some cases, the business is passed down to the family's next generation. But when that's not an option, there are other transitions
May 19, 2023
Whether buying or selling, alignment is key
Investors have had a lot to process recently — COVID bumps in their portfolio companies, whether positive or negative; supply chain issues; inflation impacting working capital, to name a few. While
April 21, 2023
The Importance Of A Good First Impression
Blank Rome's Louis Rappaport on best practices for gaining the upper hand in deals done in a highly competitive environment.
March 24, 2023
How Buyers Leverage Weaknesses In A Deal
Guardian Capital Partners Managing Partner Peter Haabestad on the ways buyers pick apart deals and how business owners can maximize the opportunity of a sale.
March 10, 2023
Data, Transparency Play Large Roles In A Deal
Highwood USA CEO and Founder John Quarmley talks through the company's recent sale process.
February 24, 2023
Borrowing Against IP
Mark Fox, managing partner at Ghost Tree Partners, and Joseph Rossi, AVP, Aon Intellectual Property Solutions at Aon, on methods for lending against a company's IP.
February 10, 2023
Bill Yoh On Adding Structure To The Family Business
Day & Zimmerman Co-Owner Bill Yoh on how to have the tough conversations necessary to have a thriving family business for generations.
January 27, 2023
The Impact Of Tax Structuring On A Deal
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.
January 13, 2023
Preparing For A Sale When You're A Social Entrepreneur
Founder and former CEO of Union Packaging Michael K. Pearson on selling his company and preparing for life after a sale.
December 16, 2022
The Importance To Buyers Of High Probability Of Close
Mereo Capital Partners Co-Founder Leo Helmers on the indicators of a high probability to close and why those matter to buyers.
December 1, 2022
Michael Schreiber On Launching Playfly Sports
Playfly Sports Founder and CEO Michael Schreiber on launching Playfly, making acquisitions as well as advice for those leading disruptive forces into the market.
November 18, 2022
Revolutionary Security's Race To The Finish Line
Former Revolutionary Security CEO Rich Mahler on the sale of the company to Accenture — the period leading up to the deal, COVID's effect and more.
November 4, 2022
Chain.io Investing in Supply Chain Platform Partnerships
As supply chain issues continue to wreak havoc for businesses both large and small, Chain.io Founder and CEO Brian Glick hopes to alleviate the problems with its cloud-based integration platform, which lets all the different entities in the chain share data between all their systems.
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.
October 7, 2022
From funder to fundraiser
MOBILion's Dr. Melissa Sherman on growing the company and how she's adapted to the fundraising process.
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.
August 26, 2022
Pre-transaction must-dos for sellers
Kreischer Miller's Brian Kitchen on maximizing your deal success with pre-transaction tax structuring.
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.
August 2, 2022
The Essential First Question CEOs Must Ask Before Partnering with a PE Firm
Private equity dealmaking was busier than ever in 2021, with more than $3.5 trillion in capital deployed throughout the year. Fundraising also increased nearly 20% last year – a record high – which
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.
July 6, 2022
Revolutionary Security struck while the iron was hot
Revolutionary Security's Rich Mahler discusses the company's 2020 sale to Accenture.
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.
June 17, 2022
Argo Fresh's Clint Lewis: Running A Public Company With A PE Partner
In AgroFresh, Clint Lewis is leading a public company that has a private equity investor. 'It's a unique dynamic," Lewis says.