March 10, 2023
Data, Transparency Play Large Rolls In A Deal
By Adam Burroughs
Highwood USA CEO and Founder John Quarmley talks through the company's recent sale process.
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.
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.
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.
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 2, 2022
The Battle For Seller Attention
Candid Partners' John Peak and Merrick Olives, along with LLR Partners' Michael Pantilione, Citizens' David Dunstan and Blank Rome's Louis Rappaport, on preparing for a transaction.
May 19, 2022
Unexpected snags that can trip up sellers' deals
BDO's Scott Balestrier and Eureka Equity Partners' Jonathan Chou, along with Murphy McCormack Capital Advisors' Bob McCormack and BDO USA's Eric Fahr, on the many issues sellers should consider before heading to market.
February 4, 2022
Duck Donuts' Betsy Hamm, Russ DiGilio, on their capital raise process
Duck Donuts' Betsy Hamm and Russ DiGilio on what they learned through the process of selling their business to NewSpring Capital.
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.
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.
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.
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.
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.
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.
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.
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.
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.
January 23, 2020
Charles Robins on the importance of deal prep
When selling a business, everything starts with the fundamentals — preparing historical financials, readying a data room, etc. But, according to Fairmount Partners Managing Director Charles M. Robins, it takes more than just the basics for a company to maximize its valuation.
December 18, 2019
Edward Chan on how to achieve just the right level of transaction preparedness
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 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.
November 21, 2019
Pepper Hamilton’s Daniel McDonough highlights transaction preparedness pitfalls
Lawyers, LOIs, unrecognized risks and setting up for your next professional chapter ... there's lots to consider, and plan for, when preparing your business for a sale. Pepper Hamilton Partner Daniel McDonough identifies a few traps to avoid during the process.
October 10, 2019
Ted Lentz talks transaction preparedness when selling Lentz Milling
Ted Lentz, now CFO and Chief Analytics Officer at JM Swank, reveals the steps he took to prepare his family’s business, Lentz Milling, for the auction block.
October 3, 2019
Serial Entrepreneur Dan Pries On Financial Vs Strategic Buyers
Serial entrepreneur Dan Pries, who is currently running OptivityX, talks about selling businesses and what he’s learned about the differences in strategic and financial buyers.
September 26, 2019
How Ted Karkus sold Cold-EEZE for $50 million
ProPhase Labs CEO Ted Karkus shares the strategy behind the 2017 sale of Cold-EEZE to Mylan for $50 million.
September 19, 2019
Frank Lordi On The Ins And Outs Of Selling His Consulting Firm
Founder Frank Lordi discusses the factors that drove him to sell AC Lordi, and offers an inside look at the firm’s acquisition by BDO last May.
September 13, 2019
John McInerney On Finding The Right Deal Partners
M&A veteran John McInerney talks about his experience selling Keystone Printed Specialties and what it taught him about the value of good advisors.
August 23, 2019
Circonus’ Bob Moul: How to reduce the pain of due diligence
Serial tech CEO Bob Moul talks about how to prepare — and protect — yourself before and during the due diligence process.