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April 10, 2025
From Public to Private, A CFO’s Perspective
By Adam Burroughs
Cassandra Hudson of StackAdapt and John Wagner, formerly of Brightcove, in a conversation moderated by Bank of America Managing Director Phil Ianniello, discuss what changed post-transaction and how the shift has impacted operations and financial strategy, and offer key lessons from navigating this major transformation.
April 10, 2025
Dissecting The Letter Of Intent
Tony Montanaro, transaction advisory partner with Louis Plung & Company, talks on the Smart Business Dealmakers Podcast about LOIs, and what sellers need to know about the terms within them before moving forward with a deal.
April 3, 2025
Economic Development in Massachusetts and the Greater Boston Region
Kicking off this year’s Boston Smart Business Dealmakers Conference, Steven Kelly, CEO of Timberline Construction, and Janak Joshi, Chief Digital Officer of the Commonwealth of Massachusetts, explore the dynamic landscape of economic development in Boston and the state.
March 27, 2025
Discipline Drives Successful Deals
Schill Grounds Management Founder and CEO Jerry Schill on building a strategy for making multiple acquisitions.
March 27, 2025
Navigating Global Trends and Local Impacts in Missouri
Dustin Allison of Greater St. Louis Inc., Rhonda Hamm-Niebruegge of the St. Louis Lambert International Airport, and John Manetta of Bank of America, in a panel moderated by Bank of America’s Marilyn Bush, analyze the economic indicators, infrastructure developments and investment strategies shaping St. Louis' future.
March 17, 2025
Driving Company Value
Panelists John Lewis and Christopher Brodman of Metz Lewis Brodman Must O’Keefe, Rob Carskadden of 3 Rivers Capital, George Pilafas of Continuim Equity Partners and Patrick Patterson of Level Agency pull back the curtain on what drives growth in today’s deal-driven market.
March 6, 2025
How Lowering Health Insurance Costs Can Increase Value At Sale
Roundstone Founder and President Mike Schroeder on the self funding model insurance, as well as its impact on an M&A transaction.
February 6, 2025
Technology As A Value Driver
Dean Graves of Freeman Clarke on the importance of technology in driving M&A value.
February 6, 2025
Positivity reigns as dealmakers expect a bullish M&A market despite continued macroeconomic challenges
Dealmakers offer their perspective on the M&A environment and how they see the deal year wrapping up.
February 6, 2025
What Investment Criteria Reveal About Deal Prep
Sean Bilbrough of Patriot Capital on his process to select investable companies, and that means for those selling a business.
February 6, 2025
University of Michigan’s Warde Manuel on The Business of Athletics
In this episode of the Smart Business Dealmakers Podcast, Warde Manuel, University of Michigan’s Donald R. Shepherd Director of Athletics, talks about hiring top talent, maintaining culture, funding in the age of NIL, and how much running an athletic department is like running a business.
January 31, 2025
Matt Liotta on Navigating The Skies of Innovation
Dive into serial entrepreneur Matt Liotta’s experience navigating mergers, acquisitions and public offerings with multiple companies.
January 31, 2025
Staying Clean When Buying Car Washes
Jose Costa of Whistle Express Car Wash on the M&A market for car washes and what he looks for in diligence.
January 31, 2025
These 3 Questions Determined Whether Or Not To Sell
Matthew Elswick of Tellepsen on selling off business units and the unique deal structure to get it done.
January 31, 2025
Taking Deal Prep To Heart To Maximize Value
Nick Beste of Mighty Spark Foods on all the work that went into preparing his company for a sale.
January 31, 2025
The Challenges, And Benefits, Of Selling To An ESOP
Doug Bawel of Jasper Holdings on selling to an ESOP and how the change has affected his business and his employees’ lives.
January 24, 2025
Managing Transitional Mind Shifts When Selling
Mark Mangan of Turf Care on the effects the many transitions of his business had on him.
January 24, 2025
Learning The Sale Process Mid-Flight
Tom Mingo of ArchStar Capital on some of the considerations sellers might make as they move through a process.
January 24, 2025
Operate Every Day As If The Sale Is Tomorrow
Peter Mangal, formerly of The Flag Company, on his experience selling his company.
January 24, 2025
Build Trust For A Stronger Post-Deal Relationship
Rufus Clark of Bunker Hill Capital on managing a process to build trust for a stronger post-deal relationship.
January 16, 2025
Winning And Losing Trust In A Deal
Grant Jackson of Council Capital on the importance of trust in a transaction on both sides of the table.
January 16, 2025
Selling On A Short Timeline
Ted Hill, former owner of Meador Chrysler Dodge Jeep RAM, on his experience selling his business on a short timeline.
January 16, 2025
Artificial Intelligence and its Impact on M&A
MelCap Partners Analyst Christopher Sfeir talks about how AI empowers firms to navigate the complexities of M&A more effectively, enabling transaction advisers to save time and focus on optimizing deal outcomes.
January 10, 2025
Experiencing An Unplanned Sale Process
Graham Boyce of Jobe and Company LLC on his experience going through a sale process.
January 10, 2025
Tighter Market Still Yields Opportunity For Those Who Adjust
Naimish Patel of Providus Capital Partners on how market factors and seller attitudes are affecting buyer math.
January 10, 2025
Playing Matchmaker And Managing Deal Stages
Thomas Kruse of Marsden Holding LLC on the importance of fit when pursuing an inorganic growth strategy.
January 10, 2025
In A Sale, Slow Down And Enjoy The Process
Chad Lembeck of Next Step Energy Solutions on what going through a process taught him about the opportunities in his business.
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.
December 19, 2024
3 Ways a Fractional CFO Provides Unbiased Leadership
SeatonHill's Jack McGovern on how fractional CFO bring an outside perspective to companies pursuing M&A that center around three imperative areas.
