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November 7, 2024

Diligence Hang Ups That Can Tank Deals

By Adam Burroughs

Park Place Technologies’ Kelly Greene on many of the ways a deal can get hung up, or sunk, in diligence

November 7, 2024

Redefining Value In M&A

Tiugo Technologies’ Mark Hatton on how the concept of value in M&A has changed in recent years.

October 31, 2024

Seeing Growth In The Messes

Jax Kar Wash’s Jon Zimmerman on how problem areas in a deal can turn out to be opportunities after the sale.

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.

October 24, 2024

zTrip’s Acquisition-Driven Growth

zTrip's Bill George on the genesis of the business, its acquisition process and the secret sauce that’s helping the company continue on its extraordinary trajectory.

October 3, 2024

Creativity, Relationships Become Critical In Tough Times

Viscogliosi Brothers’ Rob Grimaldi on the importance of relationships in dealmaking

September 26, 2024

Chase People, Not Revenue, In Deals

Sunstar Insurance Group’s Chris Parcell outlines the company’s acquisition process, shaped over more than 50 acquisitions.

September 26, 2024

How to Create and Enhance Business Value

Broadwing Capital Management’s Andrew Boisseau on value creation strategies

September 12, 2024

Learning To Move Past Deal Setbacks

Hackbarth Hospitality Group’s Paul Hackbarth on picking the right opportunities and dealing with setbacks.

September 5, 2024

Pre-Close Practices Set The Post-Close Stage

Tonka Bay Equity Partners’ Shane Slominski on the importance of the pre-deal process to the post-deal success.

September 5, 2024

Market Factors Shift Buyer Perspective

Stonewood Capital Management’s Kenn Moritz on how market conditions affected his firm’s 2023 deal year.

September 5, 2024

How Interest Rates Are Transforming Deal Math

Evergreen Capital Partners’ Dominick Schiano on how conditions in the deal market are affecting transactions.

August 22, 2024

The Interest Rate Squeeze Impacts Buyers

Wind Point Partners’ Peter Leemputte on the challenges buyers face in a higher interest rate environment.

August 22, 2024

The Threat Of Hackers In M&A

Cyber Defense Labs’ Jerry Bessette on cybersecurity threats and how they affect companies engaged in M&A.

August 22, 2024

Market Factors Complicate This Buyer’s Approach To Deals

Kassel Holdings' Tom Werner on the challenges facing buyers in today’s M&A environment.

August 22, 2024

Exploring Buy-Side Risk

Bluejay Capital Partners’ James Samuelsen on the risk factors he considers when looking at buy-side deals.

August 15, 2024

Signals From Sellers That Could Turn Buyers Off Of A Deal

GMB Capital Partners' Michael McHugh offers insight into what buyers look for when considering an acquisition.

August 15, 2024

Sell Your Future, Not Your Past

Hamilton Robinson Capital Partners' Carrie DiLauro on the importance of human capital and selling the future in a deal.

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.

August 8, 2024

Post-Deal People Strategies

Millennium’s Mary Burback on strategies for integrating people post acquisition.

August 8, 2024

Getting The Real Story In A Family Business Deal

Pine Street Capital Partners’ Timothy Welles on some of the challenges with buying family businesses.

July 25, 2024

Internal Transparency, Communication, Central To M&A Strategy

rEvolution's Tony Lorenz on how internal transparency and communication are central to their M&A strategy.

July 18, 2024

Know You Seller's Motivations For Selling

American Roller's Dan Cahalane on the often-overlooked mental aspect of selling a business and how that affects a deal.

July 18, 2024

Seller Inexperience Can Ripple Through A Deal

Bernatello's Foods' Jayme Woehl on the impact inexperienced sellers have on a deal.

July 11, 2024

Planning Ahead Makes A Process Smooth

365 Retail Markets' Brittany Westerman on the steps the company takes very early in a process to make a transaction go smoothly.

July 11, 2024

For Some, Cybersecurity Isn’t a Top-Of-Mind Risk

New Resources Consulting’s Mark Grosskopf on how cybersecurity factors into his acquisitions.

July 11, 2024

Buyer Insights Offer Sellers Tips On Deal Prep

Renovus Capital Partner's Atif Gilani offers insight into how they choose their investment targets and how sellers can make their company more attractive to buyers.

June 20, 2024

How Financial Realities Are Affecting M&A Math

Keystone Capital's Bill Sommerschield on how financial realities are affecting M&A math.

June 20, 2024

Getting Deals Done Regardless Of Interest Rates

American Environmental Partners Brad Domitrovitsch on how he gets deals done despite interest rates.

June 13, 2024

Using Deals To Get Outside Their Comfort Zone

SPS Commerce's John Strenger on how the company is entering adjacencies through M&A.

May 30, 2024

Patience, Relationship Building, Help Today's Buyers

Serent Capital's Kellie Kucik on the state of buying, and how relationship building is helping to get deals across the finish line

May 22, 2024

People Shouldn't Be An Afterthought In Your Deal

CMA Global Inc.'s Dana Borchert, Ph.D. on the importance of considering people in M&A deals.

May 16, 2024

When Integrating After A Deal, Be Quick

Caliber Midstream Company's Joseph Mills on the importance of speed and honesty in post-deal integration

May 16, 2024

Essential Leadership Traits For Uncertain Times

Brightstar Capital Partners Tom Meredith on how today's market conditions impact business leaders.

May 16, 2024

How The Market Is Affecting Deal Processes, Outlook

Lance Bonner on how changes in the market are affecting the company's approach to M&A.

May 2, 2024

Transparency, Relationships Are Key For Buyers In This Market

Long Road Partners' Jeremy Kane on the importance of relationships in today's M&A deals.

May 2, 2024

The A, B, C's Of Today's Market

Edgewater Capital's Bob Girton on how market conditions are affecting how buyers approach the market.

April 25, 2024

Navigating The Post-Sale Transition As A Buyer

Black Lake Capital's Charles Scripps on what changes, and what doesn't, after a private equity acquisition.

April 25, 2024

Changing Times In M&A Require Buyer Adjustments

Permanent Equity's Taylor Hall on the challenges and opportunities in today's M&A market.

April 25, 2024

How To Unlock Value and Create Excitement For Investors

CollisionRight's Richard Harrison on the importance of generating investor excitement when executing a roll-up strategy.

April 25, 2024

Common Acquisition Pitfalls And How To Avoid Them

ID Images Jeffrey Fielkow on some of the pitfalls that can trip up acquisitions, and how to avoid them

April 18, 2024

Higher Multiples Require Greater Buyer Scrutiny

MERK Capital Corp.'s Thomas Parro on how today's economic conditions are affecting buyers' approach to deals

April 4, 2024

The Rising Importance Of People In Driving Business Value In A Deal

SolomonEdwardsGroup's Laura Kellers Queen on the rising importance of people in driving business value in a deal.

March 27, 2024

Nuances Of Buying Mom-And-Pop Businesses

G&G Garbage's Michael Desmond on funding deals and the opportunities, and challenges, of buying small companies.

March 14, 2024

To Close Deals, Get Personal

LUXIT Group's Stephane Vedie on the impact relationships can have in M&A

March 14, 2024

Deal Math: Quantifying Culture, Predicting Lifespan

Crown Capital's Christopher Graham on the unexpected ways math can measure deal risk

March 7, 2024

For Bliffert Lumber, People Are Central To A Deal

Bliffert Lumber's Eli Bliffert on the role a target's people play in a deal

February 21, 2024

Determining The Right Capital Structure To Finance Acquisitions

TD Williamson's Cris Gaut on financing deals and determining the right capital structure as the company moves through its lifecycle.

February 15, 2024

How Market Shifts Are Impacting PE Fundraising

Sidereal Capital Group Jabbar Abdi on the state of PE fundraising.

February 9, 2024

Capital Costs And The Impact On Dealmaking

Monarch Collective's Suk Shah on capital options today and the effect on M&A

January 25, 2024

The Nuances Of Buying Small Companies

Chesapeake Chemlab's Tim Krongard on the challenges, and opportunities, when buying smaller companies.

January 11, 2024

When It Comes To Assessing Culture, Listen To Your Gut

HB Global's Bob Whalen on the critical importance of culture in a deal and how to assess it.

December 15, 2023

For Perforce Software, Deal Speed Is Critical

Perforce Software's Mark Ties on his company's approach to M&A and why speed is crucial to deal success.

December 7, 2023

Tackling The People Part Of Deals

Borgman Capital's Megan Brobson on communication strategies for buyers and sellers involved in an M&A process.

December 7, 2023

Buyers, Take It One Deal At A Time

Stellex Capital Management's Shankar Kiru on the importance of approaching deals on a case-by-case basis.

December 1, 2023

Why Deals Fall Apart + Reason For Caution With Earn Outs

The Riverside Company's Cheryl Strom on why most deals fall apart, as well as why sellers should use caution when earn outs are part of a deal.

September 1, 2023

When Buying, Understand The Seller’s Post-Close Intentions

John Dolan, President and CEO of PFI InStore, has been part of many exits and acquisitions. From that experience, he says he’s learned many lessons, a number of which focus on the human capital side

September 1, 2023

Buyers’ Industry Knowledge Can Help Land The Best Deal

Dr. Nithin Krishna is a board licensed psychiatrist and serial mental health entrepreneur who formerly led as CEO the multimillion dollar Bloom Health Centers. Krishna acquired Psych Associates of

August 25, 2023

From Sell To Sell And Buy

General Die Casters has been in business since 1957 making high-pressure aluminum die castings of parts for everything from automobiles to chainsaws. About a year ago, CEO Brian Lennon says the

August 18, 2023

Shaun Stimpson On Buying A Business And Becoming An Operator

Shaun Stimpson left a nearly 20-year career in wealth management to launch North Iron Holdings. The purpose of North Iron was to be a vehicle to acquire an industrial distribution company. After an

August 18, 2023

Columbus Deal Activity: Navigating M&A deal structures in a tightened debt market

As interest rates and borrowing costs move in parallel, buyers are faced with the challenge of navigating increasing costs of debt to finance acquisitions, especially in deals where the seller has

August 18, 2023

Value Creation Starts Day 1

RTC Partners Partner Tony Brindisi says he thinks of value creation from a growth perspective. "Whenever we're approaching an acquisition, we try to take a full, holistic account of the value that can

August 4, 2023

To Maximize Value, Prepare

David Nicholson, Vice Chairman of Polyconcept North America has, over 15 years, gone through three private equity buyouts of the business and has done multiple strategic acquisitions within the

July 21, 2023

If You Swing In This Market, Don't Miss

Omar Jorge's family started Compare Foods Supermarkets in 1989. The international grocer is focused on importing products from Latin America, offering patrons products they usually can't get out of a

July 7, 2023

The Importance Of Connections In Dealmaking

OMNI Systems, founded 33 years ago out of the CEO's garage, is now a $100 million company. "So, we know a bit about growth," said David Campbell, OMNI's CFO, at the Cleveland Smart Business Dealmakers

June 29, 2023

In This Economy, Buyers Must Look Deeper

Given the volatility in today's Market, Emily Martin, president of Aschinger Electric - A Guarantee Electrical Company, says both buyers and sellers are facing economic pressures that are impacting

June 23, 2023

Culture Takes Priority Post Acquisition

In this choppy economic environment, Jody Richards, CEO of Process Technology says she's seen some order cancellations and some order push-outs. And while some would say semiconductors are supposedly

June 16, 2023

Buyers: Learn To Be Great Listeners

One lesson Milton Kuyers, CEO of Faustel Inc. and Kuyers LLC, has learned through the 65 acquisitions he's personally been a part of throughout his career is that if you don't grow, your business will

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.

May 5, 2023

Protecting The Value Of 2021 Deals In A Much Different Market

Aon's Jessica Harger on issues buyers are facing after a year of fast-paced deals.

May 5, 2023

How Communication Breakdowns Can Kill Deals

CE Consulting Group's Gary Cerrone spoke during the Smart Business Dealmakers Conference about a deal that almost didn't get done in part because of a communication breakdown.

April 26, 2023

What TRG's Sean Kennedy Learned Making Two Foreign Acquisitions

TRG's Sean Kennedy on the company's growth, the differences between its domestic and international acquisitions, as well as the process of integrating teams that come from much different cultures.

April 6, 2023

Hugh Slater on Buying, Building And Selling EGC Enterprises

Slater Capital Managing Partner Hugh Slater on buying, building and growing EGC Enterprises.

March 31, 2023

Facing Headwinds, Buyers and Sellers Need To Be Patient

Norwest Equity Partners' Adam Garcia Eveloff, Aon's Vipul Patel, Wealth Enhancement Group's Jim Cahn and NJK Holding Corporation Florida's Rhonda Donahoe on navigating evolving deal terms and pitfalls in buy-side deals.

March 24, 2023

Viewing Risk Deal By Deal

U.S. Venture Inc. Associate General Counsel Jennifer Schwitzer on mitigating deal risk.

March 3, 2023

Overcome Buy-Side Arrogance, Or Risk Overpaying

Atlas Holdings Partner Ramzi Hermiz and Lorient Capital Vice President Doug Shinkle on de-risking a deal from the buy-side.

February 10, 2023

Sanjay Singh On The Critical 100 Days Post-Acquisition

Sanjay Singh, before he was chairman and CEO of Mace Security International, lead a business in the acquisition of a lower-middle-market manufacturing company that was a fierce competitor. That made post-deal integration a challenge.

January 27, 2023

DealTalk: Blue Point Capital’s Acquisition of Water Lilies

Blue Point Capital has a lot of experience in the food and beverage space, so it was natural that the Cleveland-based PE firm would jump at the chance to acquire Water Lilies, a 27-year-old private label manufacturer of premium frozen Asian-inspired food.

January 27, 2023

The Shift In Diligence From Risk to Reward

West Monroe Senior Partner Keith Campbell is a co-author of the report, The Future of Diligence in Private Equity, which highlights survey findings from 100 U.S. PE companies to explore the shifts in diligence approach that move away from identifying risk to identifying opportunity. That shift is happening in part because of unique market factors. Campbell says 80 percent or more of diligence used to be on site pre-COVID.

January 6, 2023

Trust But Verify Is An Important M&A Lesson To Learn

Eliassen Group CEO David MacKeen on what he's learned as a buyer and how he's applied that the company's acquisition process moving forward.

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.

December 1, 2022

Flexibility Has Advantages In Deal Negotiations

Brian Gale, Tucker Ellis' Jayne Juvan and Blue Point Capital's Chip Chaikin, share advice on how flexibility can win deals over price.

December 1, 2022

To Win The Deal, Get Creative

Hartwood Point's Ben Rizzo, Continuim Equity Partners’ George Pilafas and RDX/Navisite’s Buddy Flerl on best practices in winning the deal.

December 1, 2022

Michael Schreiber On Launching Playfly Sports

Playfly Sports Founder and CEO Michael Schreiber on launching Playfly, making acquisitions as well as advice for those leading disruptive forces into the market.

November 18, 2022

Understand Why Before You Buy

EPIC Systems CEO Michael Higgins on the elements of a deal to consider beyond price.

November 11, 2022

Stay-At-Home Moms Take The Pressure Off Park Place Technologies' M&A Processes

Park Place Technologies Kelly Greene on how she's developed her M&A process during the years.

October 28, 2022

Economic Conditions Drive Buyer Creativity

Ouroboros Group General Partner Samantha Ory on buyer-seller alignment, her firm’s growth from independent sponsor into its first fund, and how the current economic conditions are affecting the M&A landscape.

October 21, 2022

Refine Your Growth Strategy

Wolf Organization's Joe Person, Guardian Capital Partners' Peter Haabestad, RKL's Bryan Redding and JPMorgan Chase's Lisa Kopff, share their keys to developing and unlocking an acquisition plan that works.

October 14, 2022

How Jordan Hansell Is Applying Past Experiences To Lead Tradepost

Tradepost's Jordan Hansell on launching and growing TradePost, how his experience is shaping his approach in the new venture, as well as a series of recent investments he's made in the real estate space, a sector he says is poised for disruption.

October 14, 2022

When Acquiring an ESOP, Get ESOP Expert Help

Warren Equity Partners' Michael Ouyang on the process his firm takes when targeting companies that have an ESOP ownership structure.

September 30, 2022

Lessons learned from the supply chain turmoil

LFM Capital's Stephen Cook his view of the situation in middle-market manufacturing and how the firm is dealing with the economic pressures in that sector.

September 9, 2022

Family Business Succession is a Slow, Steady Process

The L’Herbier family was at a crossroads six years ago. The owners of Air Duct Maintenance, Kevin and Debbie L’Herbier, were looking to retire and had to decide what to do with the company they started back in 1996. They approached their children, Dan and Lauren L’Herbier, to see if they had interest in taking over leadership. After a brief period, the siblings decided to begin the succession process. It didn’t go as quickly as everyone had hoped, however.

September 9, 2022

Accelerating growth through private equity

Schill Grounds Management's Jerry Schill on the company's deal with Argonne and how it will help accelerate the business's growth.

August 19, 2022

Jonathan Kasen, Gordon Scott on buying Hilliards Chocolates

As investors, Gordon Scott and Jonathan Kasen were comfortable analyzing businesses. But to prepare to acquire a company, they went to textbooks.

July 29, 2022

Distinguish yourself in a deal

Tecum Capital's Stephen Gurgovits, Citizens M&A Advisory's David Dunstan, Matthews International Corp.'s Richard Beard and Aon's Bill Coleman on building a successful acquisition engine.

July 29, 2022

When to leave leadership behind

Carestream Health's David Westgate, Madison Dearborn Partners' Michael Nettesheim Executive Search Partners' Nick Curran and N2 Advantage Law's Timothy Nettesheim on how to know what you're buying.

July 22, 2022

Price Taker vs. Price Maker and the effect on value

BMO Harris Bank's John Chalus and Tecum Capital's Matt Harnett on the economic factors that are affecting deals and how buyers and sellers can adjust.

July 22, 2022

How Relationships Brought Abatemaster and Plumb Line Capital Together

Plumb Line Capital's Matt Lindberg and Abatemaster's Jeff Chilton on the acquisition, growing a former family-operated business, and how relationships have played a role in every aspect of the deal.

July 14, 2022

Making Deals with Unprepared Participants

Charlie Saponaro, CEO, Medical Record Associates, is a long-standing veteran of the Boston M&A world, with more than 30 deals to his credit. In several of those transactions, Saponaro had to make it happen even though the sellers were not quite as sophisticated in the common practices of the M&A world.

June 29, 2022

Relationships, communication smooth MedPilot, Vytalize deal

Vytalize Health's Kevin Murphy and Matt Buder Shapiro on the deal, how it came to be and where the combined companies go from here.