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September 9, 2021

Financial Materiality Of ESG

By Adam Burroughs

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.

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.

July 16, 2021

De-risking the de-SPAC transaction

There’s a lot of talk about SPACs, blank-check companies that raise money to fast-track a private company into the public market. What doesn’t get discussed as much is the de-SPAC transaction — the second part of that process.

June 30, 2021

The next normal

Joe Pulizzi, Stewart Kohl, Jeff Bechtel, and David Heller kick off the Cleveland Smart Business Dealmakers Conference discussing how they navigated their organizations through the pandemic, their thoughts on the current and future state of deal flow, and best practices in M&A.

June 11, 2021

Cyber risk in M&A transactions

Jamil Jaffer and Maj Gen USAF (Ret) Brett Williams, of IronNet-Cybersecurity Inc., talk about the threat cyberattacks pose to M&A.

June 11, 2021

Josh Curtis on what M&A’s busiest year means for sellers

Josh Curtis, managing director of Footprint Capital, offers his view of the market from both the sell-side and buy-side, as well as his sense of how things could play out for the balance of the year.

May 21, 2021

Beth Haas on the factors that make 2021 a sellers’ market

Cyprium Partners Beth Haas spoke on the Smart Business Dealmakers Podcast about the state of the M&A market, highlighting what she sees as good for sellers and what factors could dampen deal strength or activity.

May 6, 2021

Greg Skoda: SPACs 101

Marcum LLC's Greg Skoda offers a lesson in SPAC fundamentals — what they are, why they’re so insanely popular right now, and what sellers and investors should know about them before getting involved.

April 23, 2021

Post-COVID capital trends to watch

As buyers and sellers look to transact, Mark Guterman, managing director of loan syndications for First National Bank, and Martin McCormick, managing director and head of FNB Mezzanine Finance for F.N.B. Corporation are seeing capital trends starting to take shape.

March 25, 2021

Reggie Ford on how diversity, equity and inclusion spur innovation

Rosecrete Wealth Management founder and CEO Reggie Ford talks race and the mental health challenges many minority entrepreneurs, investors, and employees face from their life experiences and why open dialogue can lead to a stronger and more prosperous business community.

March 12, 2021

Paul Klug on smoothing out the bumps in M&A negotiations

Paul Klug covers a range of issues, including the view of 2020’s uneven M&A landscape from his seat, and how his clients mitigated deal risk.

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.

February 12, 2021

André Thornton takes lessons from the past to inform the future at ASW Global

ASW Global CEO André Thornton on how lessons from navigating past challenges have helped the company overcome challenges today.

January 29, 2021

Paladin Capital’s Bill Prevost on deal distress in the wake of COVID-19

Bill Prevost, of Paladin Capital, talks about what the 2020 market looked like for his firm, which focuses on acquisition in the trucking industry, and what businesses interested in selling to an ESOP need to do to prepare.

January 22, 2021

Metz Lewis' George Thomas on the surprising strength of M&A through the pandemic

Metz Lewis' George Thomas offers his assessment of the M&A market — what it looked like in 2020, and what he expects it will look like in 2021.

January 8, 2021

Locke Lord’s Michael Wilson sees a faster deal pace, but caution, in 2021

Locke Lord Partner Michael Wilson says though M&A activity remains high, the ways in which investors are transacting — a flight to quality, greater willingness to do minority investments — has changed heading into 2021.

December 11, 2020

Carlton D. Dean III on how the pandemic reshaped deal priorities

Carlton D. Dean III talks about how the pandemic has affected both the state of the market, and the state of his M&A thinking.

December 4, 2020

PNC Wealth’s Jim Benedict on navigating post-election tax environment

PNC Wealth Management’s Jim Benedict dives into wealth planning strategies business owners should consider heading into a transaction, as well as common issues they tend to overlook.

December 3, 2020

David Woodburn sees great buyer-Seller cooperation during the disruption

David Woodburn, a shareholder at Roetzel & Andress, offers his sense of the deal market, what companies can do to prepare for crises in the future, and more.

November 24, 2020

Kathleen McCann sees a tale of two economies

Is it the best of times? Or is it the worst of times? The answer, according to Kathleen McCann, executive chairman of United Road Services and executive partner at Nonantum Capital Partners, is both.

November 20, 2020

Equity Trust Co.’s George Sullivan On Finding Opportunity In Disruption

George Sullivan, CEO of Equity Trust Company, says the fundamental question on investors’ minds right now is when will conditions be better? For Sullivan, that’s the wrong question.

November 5, 2020

Keep calm: Stewart Kohl on pandemic-induced M&A uncertainty

The Riverside Co. co-CEO discusses portfolio company performance, Riverside’s M.O. as it navigates through the choppy M&A market, his sense of where the collective heads of buyers and sellers are at the moment, and more.

October 30, 2020

M&A Roundtable: A Culture of Acquisitions

Capitala Investment Advisors LLC Chairman and CEO Joe Alala; AmWINS Group Inc. COO Ben Sloop; LendingTree Founder, Chairman and CEO Doug Lebda; and Executive Vice President and Charlotte Regional President of FNB Corp. Brad Jones, offer their insights into the challenging M&A market.

October 23, 2020

Managing Through Uncertainty

Two primary issues have made things difficult for businesses this year. What both have in common is that each has introduced a lot of uncertainty for dealmakers.

October 8, 2020

M&A is down but buyers and sellers are never out, says Bob Campana

Bob Campana, CEO of Campana Capital, offers his take on the state of dealmaking and when he expects anything like “normal” will return to M&A.

September 17, 2020

David Grigsby on dealmaking during a pandemic

David Grigsby shares his insights on how the pandemic has affected M&A — buyers, due diligence and the deal timeline — and how the competition for troubled companies is shaping up.

September 4, 2020

Xelerate’s Emily Biscardi says listen to the market

Emily Biscardi, founder and CEO of Xelerate, on how entrepreneurs are innovating not only to leverage talent but also to leverage their competitive advantages.

July 24, 2020

LFM Capital’s Stephen Cook: In Tough Times, Pass In The Corners

The LFM Capital co-founder discusses the outlook for buyers and sellers, and the importance of compromise in getting deals done.

July 24, 2020

Hightower Advisors’ Omar Qureshi On Preserving Wealth In Wake Of COVID-19

Hightower Advisors Managing Director Omar Qureshi discusses the challenges and opportunities created by the pandemic, and what business owners and investors should do sooner than later to preserve wealth.

July 2, 2020

Cyprium Partners’ Michael Conaton: Get Ready For EBITDAC

Cyprium Partners co-founder MIchael Conaton discusses where he thinks investors will look when they begin scrutinizing deals as the economy starts to recover and the rise of EBIDTA before COVID.