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Smart Business Dealmakers
29 minutes | Jun 18, 2021
Wendy Jarchow, Chief Investment Officer of River SaaS Capital
River SaaS Capital identifies software-as-a-service companies that it can add value to not just by writing a check to help them scale but by leveraging the resources the firm has built. Chief Investment Officer Wendy Jarchow discusses how River SaaS Capital's 2020 played out, what the firm’s survey of its portfolio companies told her about how they adjusted to the pandemic’s challenges, and what she expects from its target sector this year.
34 minutes | Jun 7, 2021
George Nemphos, Managing Member of Nemphos Braue
As the deal market sizzles based on pent-up demand and an abundance of capital in search of good deals, the M&A world races toward a post-COVID reality. Yet questions about structure and terms still remain as we try to settle into a new normal. George Nemphos, founding member of law firm Nemphos Braue, shares his thoughts on the activity he’s seeing, deals he’s been closing for clients, and what’s different from the deals that got done in 2019 and early 2020.
22 minutes | Jun 4, 2021
Murad Beg, Partner with Provariant Equity Partners
It’s an enticing environment for business owners looking to sell, especially those who have now been tested by two major economic disruptions in just a little more than a decade — and would rather not be tested by a third. Murad Beg, a partner at Provariant Equity Partners, talks about the factors that are contributing to this intensely hot deal market, and offers advice to those who are considering a sale.
17 minutes | May 21, 2021
Joe Mirabile, CEO of United Safety & Survivability Corp.
There’s a lot happening with United Safety & Survivability Corp. It changed its name, expanded its mission and bought three companies in the past two years — each outside the U.S. President & CEO Joe Mirabile talks about how acquisitions are helping the company broaden its mission, how international acquisitions compare to domestic, what post-deal integration was like during the pandemic, and how the super-heated deal market is affecting the now-acquisitive company.
20 minutes | May 20, 2021
Beth Haas, Partner at Cyprium Partners
There’s a sense that the M&A market might not ever be better for a sale than it is right now. Beth Haas, a partner at Cyprium Partners, talks about why that’s the case, as well as the macro factors that could impact the deal market through the balance of the year, and what sellers should do right now to leverage what could be a once-in-a-lifetime opportunity.
25 minutes | May 18, 2021
Kristin Kraeger, National SPAC & IPO Leader for Aon
There’s little doubt that the M&A world is adjusting to the spate of SPACs taking companies public without going through the usual IPO roadshow or diligence. But it also seems clear that special purpose acquisition companies are here to stay. Kristin Kraeger, National SPAC & IPO Leader for Aon, discusses how the insurance industry has quickly moved to identify ways to de-risk SPAC deals and keep the filled pipeline of transactions .
28 minutes | May 13, 2021
Cindi Englefield, Owner of Englefield Business Advisors
After Cindi Englefield sold Show What You Know Publishing, a company she grew from her dining room table, she became a business adviser, helping small business owners with — among other things — selling their business. In this conversation, Englefield, who now leads Englefield Business Advisors, shares her inside/outside experience of the sale process — from what she’s seen working with owners she’s advised to her own personal experience.
27 minutes | May 6, 2021
Greg Skoda, Senior Partner at Marcum
Greg Skoda is a senior partner at Marcum, an accounting and advisory firm that represents a lot of SPACs — possibly the most in the U.S. right now. In this interview, Skoda covers SPAC fundamentals: What they are, why they’re suddenly so popular, and what sellers and investors should know about them. If you’re looking to get oriented to what exactly all the SPAC fuss is about, this is an excellent place to start.
23 minutes | Apr 23, 2021
Eric Johnson, Dean of Vanderbilt University Owen Graduate School of Management
While Nashville is known as the Music City, it’s also home to one of the nation’s top private universities: Vanderbilt. With a vibrant business school, Vanderbilt’s alumni are well-entrenched in the region’s business community. Eric Johnson, dean of the university's Owen Graduate School of Management, shares his thoughts on how Vanderbilt is working with the regional dealmaking community and how that community is supporting the school.
26 minutes | Apr 23, 2021
Mark Guterman and Martin McCormick of FNB
What’s the state of M&A financing post-COVID? One thing is for certain: Deals are being funded. 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. Corp., discuss what’s changed, what hasn’t, and what dealmakers can expect to see in different capital stacks for the second half of 2021 and into 2022.
20 minutes | Apr 16, 2021
Sreekar Gadde, Executive Director of Blue Tree Angels
Intellectual property is a valuable asset, especially in a venture’s earliest stages. But what BlueTree Allied Angels’ Executive Director Sreekar Gadde tends to see is early-stage companies viewing IP as an investment tool, rather than a strategic tool, which means they are grabbing patents without much consideration for why. In this conversation, Shree talks about a better way to treat IP.
34 minutes | Mar 26, 2021
Stephen Kindler, CEO of National Fitness Partners
National Fitness Partners has been a family business since forever. Back in its earlier days, Stephen Kindler helped out by scrubbing hot tubs and cleaning locker rooms. Today, he’s the president and CEO, helping guide the now-PE-backed company from the 10 locations it had back in 2016 to the nearly 100 it has today. We talked with Stephen about the progression of the family business, choosing and adapting to a PE partner, and how dealmaking during the pandemic compares to pre-COVID transactions.
24 minutes | Mar 25, 2021
Reggie Ford, CEO of Rosecrete Wealth Management
As the business world grapples with diversity, equity and inclusion initiatives in nearly every area, there’s clearly a sea change at work in the M&A world. Rosecrete Wealth Management Founder & CEO Reggie Ford shares his views on dealmaking, 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.
29 minutes | Mar 25, 2021
Doug Holladay, Founder and CEO of PathNorth
Doug Holladay's resume reads like its cobbled together from the careers of several successful people. Master's degree from Oxford. White House aide. Special Ambassador. Goldman Sachs exec. Nonprofit founder. Along the way he witnessed first-hand how lonely it can be at the top. In this episode, Doug shares insights from his book, "Rethinking Success: 8 Essential Practices for Finding Meaning and Work in Life," and explores how executives can make the journey from success to significance.
18 minutes | Mar 18, 2021
Daniel Einhorn, General Partner of Capital Midwest
The venture capital market is active and deals are getting done. So what can investors and early-to-mid-stage companies expect for investment opportunities in this new normal? Capital Midwest General Partner Daniel Einhorn discusses what he’s seen during COVID and his expectations for 2021.
19 minutes | Mar 13, 2021
Paul Klug, Shareholder with Polsinelli
Entrepreneurs and business executives are seeing deal flow increase as the M&A market settles into a new reality. But with that comes new legal challenges for businesses involved in dealmaking. Paul Klug, a shareholder with law firm Polsinelli, explains what he’s seeing from clients and why 2021 could be a strong year for M&A.
25 minutes | Mar 9, 2021
John Kvamme, Senior Vice President of Associated Bank
If there’s one common mistake business owners make when planning their future, it is failing to prepare for the sale of their company — typically the largest financial asset in their portfolio. John Kvamme, senior vice president of wealth management at Associated Bank, says you can’t start early enough. He shares successful steps entrepreneurs can take to get started and strategies to enhance and maximize value in a business before the sale.
31 minutes | Mar 5, 2021
David Brophy, Professor of Finance, University of Michigan Ross School of Business
The venture capital ecosystem continues to grow as more money is funneled into early-stage company investments. What does that mean for the scale-up community that’s looking for growth capital? David Brophy, professor of finance and director of the Office for the Study of Private Equity Finance at the Ross School of Business at the University of Michigan, discusses the evolution of venture capital, his current project studying the flow of money, and the upcoming 41st annual Midwest Growth Capital Symposium.
24 minutes | Mar 2, 2021
Tom Bakaitus, Western PA Partner-in-Charge, Herbein + Co.
Getting a deal done means digging deep into the details of a company's financials, including taxes. For companies with exposure across multiple tax districts and asset classes, that can be a challenge. Tom Bakaitus, Partner-in-Charge of the Western Pennsylvania operations of Herbein + Company, explores how buyers and sellers can minimize their financial risks, what factors are driving deals, and best practices that can be implemented to add efficiency to the deal-closing process.
24 minutes | Feb 26, 2021
Greg Cathcart, Founder of Excellis Heath
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. Greg talks about the NNIT deal and the steps the company took from the start to be ready for a transaction.
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