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December 19, 2024
Standing Out From The Pool Of Gray
Gore Range Capital's Ethan Rigel spoke on the Smart Business Dealmakers Podcast about the firm’s launch and its early fund experiences, highlighting what’s changed in company types and terms, as well as what being a helpful investor really means....
By Adam Burroughs
December 5, 2024
Shifting Trends In Lower Middle Market M&A
Resolute Capital Partners’ Tyler Augusty on the state of lower middle market M&A and the changes he’s seen in the past few years. ...
By Adam Burroughs
October 31, 2024
Whether An Operator or Investor, People Make The Deal
Rockmont Partners and EvidenceCare’s Bo Bartholomew on the reason people, at all levels, are central to a deal’s success....
By Adam Burroughs
September 26, 2024
How to Create and Enhance Business Value
Broadwing Capital Management’s Andrew Boisseau on value creation strategies...
By Adam Burroughs
August 8, 2024
How An Investor Sees Post-Deal Value Creation
Milton Street Capital’s Bob Hogan on how to create value in a business post acquisition....
By Adam Burroughs
April 25, 2024
To Grow Or Not Depends On Your People
The midday panel at this year's Detroit Smart Business Dealmakers Conference covers how to assess the right time to make an investment — whether the decision is to sell or grow....
By Adam Burroughs
January 18, 2024
Tune Your PE Growth Engine With These 4 Principles
Chief Outsiders columnist Jack Bowen outlines how to optimize portfolio-company performance and maximize growth opportunities....
By Jack Bowen
August 4, 2023
Cultivation Capital: A Fund By Entrepreneurs, For Entrepreneurs
Barry Sandweiss started Cultivation Capital around 2011 along with former entrepreneurs. So, he says, the fund is naturally entrepreneurial. "We know what it's like to sit in the chair of a founder,"...
By Adam Burroughs
May 5, 2023
Facing Economic Headwinds, Deal Math Changes
Several area dealmakers chimed in on how they see the current market; how buyers, sellers and entrepreneurs are faring; and their expectations for how the remainder of the deal year plays out. Check out what they have to say....
By Adam Burroughs
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....
By Adam Burroughs
May 19, 2022
Investment opportunities in Esports
Kohrman Jackson & Krantz's Scott Norcross, along with eFuse's Matthew Benson, Jonathan Sumers of the Cleveland Cavaliers, and Kaulig Capital's Brooke Hradisky, discuss the Esports sector, the investment opportunities there, and how Esports companies are financing growth. ...
By Adam Burroughs
February 25, 2022
Paul Larson highlights real estate trends investors should watch in 2022
Larson Financial Holdings CEO Paul Larson talks about his company's 2021 in real estate, the trends that affected the market then, and how he sees real estate investment playing out in 2022. ...
By Adam Burroughs
February 18, 2022
The material impact of ESG on M&A
Ancora's David Sowerby, MASCO's John Sznewajs and Cendrowski Corporate Advisors' Harry Cendrowski, talk about ESG, the M&A landscape, where corporations and private investors have made the biggest changes, and what to expect next. ...
By Adam Burroughs
November 5, 2021
How capital sees companies during a disruption
Marcum LLP's Greg Skoda, along with U.S. Banks’ Alan Zang, Walnut Ridge’s Michael Moran and U.S. Acute Care Solutions Executive Chairman Dominic Bagnoli, explore building unique capital stack structures to fuel growth....
By Adam Burroughs
November 5, 2021
Addressing the structural barriers facing minority owned businesses
Della Clark, CEO of The Enterprise Center, talks about ways to create better access to capital for minority entrepreneurs and her newest project, an SBIC fund aimed at mature minority owned companies....
By Adam Burroughs
October 15, 2021
Recapitalizing to stay ahead of the competition
PDC Machines' Kareem Afzal talks about the company’s evolution into the market and how he expects the Arcline investment will help his business capitalize on the opportunity. ...
By Adam Burroughs
September 9, 2021
Financial Materiality Of ESG
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....
By Adam Burroughs
March 31, 2021
Tami Longaberger on being on the other side of the investing table
Tami Longaberger talks about her time as an operator informs her approach as an investor, what she’s seeing in the secure data ecosystem space, and the future of the Longaberger Co. brand....
By Adam Burroughs
March 12, 2021
Jeff Dudan’s questions before investment
Jeff Dudan on what he looks for in investment opportunities....
By Adam Burroughs
March 5, 2021
For Bill Lee, approachability is key when investing
Bill Lee, serial entrepreneur and investor, on what he’s learned over his years of buying, selling and investing....
By Adam Burroughs
March 5, 2021
Stuart Sorkin on why disruption is overrated
Former Affy Tapple CEO Stuart Sorkin talks investment approach and deal criteria, and why disruptors are overrated....
By Adam Burroughs
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....
By Adam Burroughs
February 5, 2021
Pam Springer warns against “generals” when investing
Serial entrepreneur and investor Pam Springer on how to be an effective investor....
By Adam Burroughs
August 7, 2020
Shifting capital: How Catherine Mott and BlueTree Capital have responded to the pandemic
For BlueTree Capital, the pandemic has put the firm's focus on protecting its portfolio companies. While that's its primary focus, it's not its singular focus....
By Adam Burroughs
May 19, 2020
UBS Market Head Ted Durkin on capital flow, investments, vs. coronavirus
Ted Durkin, managing director and Pennsylvania market head for UBS talks about how the flow of capital has been affected by the pandemic, as well as some of the ways that investors have tried to preserve their portfolios....
By Adam Burroughs
February 27, 2020
Michael Redd: Applying lessons from the NBA to the venture world
Michael Redd is often more concerned about the leaders than the product; if the product isn’t right, the company can pivot. The angel investor and venture partner shares what he's learned about investing and how his experience as a professional athlete in the NBA frames it....
By Jayne Gest
December 17, 2019
BPOC’s Troy Phillips: Wise Dealmakers Have A Plan Before Investing In Health Care
You don’t have to invest in every opportunity you see, says Beecken Petty O’Keefe’s Troy Phillips. Take time to find the right deal....
By Mark Scott
December 10, 2019
Buddy Flerl: Whether investing overseas or in the PE secondary market, people are the key
Buddy Flerl acts as an investor and limited partner in institutional funds in the secondary market, providing liquidity to PE firms. He also has experience investing overseas. In both scenarios, he says, it comes down to people....
By Jayne Gest
December 4, 2019
Stonehenge’s Andrew Bohutinsky: The value of operators with skin in the game
When Stonehenge Partners invests in a business, it’s looking for operators who have skin in the game. This means, as a fund, it often finds the most opportunity through minority recapitalizations, says Managing Partner Andrew Bohutinsky....
By Jayne Gest
November 7, 2019
1315 Capital’s Adele Oliva talks big (and little) picture on the state of health care M&A
Finding investment success isn’t necessarily about being granularly focused on a super-niche sector or subsector. In fact, for Adele Oliva and 1315 Capital, success can be a product of being able to see the bigger picture....
By Adam Burroughs
May 9, 2019
Charles Huebner Digs Deep To Make Investments Deals Work For Clients
The founder of Pointe Capital Management talks about the forces that drove the launch of his investment management firm and the value of being a dealmaking sleuth....
By Mark Scott
April 13, 2018
Umberto P. Fedeli
Umberto Fedeli is a prolific investor who has bought stock in hundreds, if not thousands of businesses, banks and other organizations over the years. We talk with him about his approach to dealmaking and investing, his read on the M&A sector today and the value of being really good at something....
By Mark Scott
January 19, 2018
Next Sparc's Len Pagon Jr.
Next Sparc CEO Len Pagon Jr. shares how he’s learned to be discerning and the importance of Warren Buffett’s rules for investing....
By Mark Scott
