Created with Sketch.
Smart Business Dealmakers
23 minutes | 12 days ago
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 | 12 days ago
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 | 19 days ago
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 | a month ago
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 | a month ago
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 | a month ago
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 | 2 months ago
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 | 2 months ago
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 | 2 months ago
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 | 2 months ago
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 | 2 months ago
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 | 2 months ago
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.
32 minutes | 3 months ago
Sara Clevenger, Principal with Blue River
Sara Clevenger, a principal at the middle-market M&A advisory firm Blue River, talks about 2020 — how her clients reacted and adjusted, the impact on deal flow, how the tumultuous year ended — but also about the outlook for 2021 and what pandemic-related deal adjustments we might expect to see carry from the last year to now.
19 minutes | 3 months ago
Dan Roselli, Founder of CFV Ventures
Dan Roselli, founder of CFV Ventures and co-founder of RevTechLabs Healthtech, Queen City Insurtech, Queen City FinTech and RevTech Labs, discusses whether early-stage investment fundamentals have been altered by COVID, the eagerness (or timidity) of capital, and the sectors with early-stage businesses that are attracting the most investor interest.
19 minutes | 3 months ago
Bill Prevost, CEO of Paladin Capital
As CEO of Paladin Capital, Bill Prevost wants to do business acquisition and ownership transfer via an Employee Stock Ownership Plan model. But the distress that hit smaller companies in the trucking industry — fallout from the pandemic — shrunk his deal pipeline because he’s looking for companies of a certain fitness. In this conversation, Prevost talks about how that affected his firm, ESOPs and their popularity, and his outlook for 2021.
17 minutes | 3 months ago
Louis Foreman, CEO of Enventys Partners
Crowdfunding was once seen as a way for entrepreneurs to raise cash and bootstrap their ideas. But Louis Foreman, CEO of Enventys Partners, sees it as a way to get market validation. We talked with Foreman about product innovation, raising capital, recent patent activity trends and the commonalties among his 15 clients who appeared on the TV show Shark Tank.
23 minutes | 3 months ago
George Thomas, member at Metz Lewis Brodman Must O'Keefe
Though deals began to fail, were delayed or had their terms changed when the pandemic hit the U.S., the terrible effects many projected it would have on M&A didn’t necessarily materialize. There will, however, be other consequences. George Riley Thomas II, a member at the law firm Metz Lewis Brodman Must O'Keefe, offers his take on 2020, and what dealmakers can expect in 2021.
22 minutes | 4 months ago
Michael Wilson, partner with Locke Lord
The legal structure surrounding M&A continues to evolve as we climb out of the COVID crisis and begin to focus on 2021 and beyond. That means changes in contract language, structure and even deal terms. Michael Wilson, a partner at Locke Lord, discusses what to expect — and how to prepare.
19 minutes | 5 months ago
Jim Benedict, Senior Vice President with PNC Wealth Management
Preserving wealth is a long-term initiative, and managing it through uncertainty is critical. Jim Benedict, senior vice president and senior wealth strategist at PNC Wealth Management, discusses how to stay the course in choppy waters, and the importance of remaining calm.
17 minutes | 5 months ago
Carlton Dean, President of Demarrt Building Services
Carlton D. Dean III is seeing a lot of business owners looking for an exit in the wake of the pandemic. The president of Demarrt Building Services is also seeing deals that he might have foregone before look much better now. That’s led him to adjust his approach to the acquisitions.
Terms of Service
Do Not Sell My Personal Information
© Stitcher 2021