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Smart Business Dealmakers:
The Middle-Market M&A Podcast

2020 (Episodes 1-87) | 2021 (Episodes 88-137)
2022 (Episodes 138-199) | 2023 (Episodes (200-257)

Ep. 283: Launching A Venture Fund
With Ethan Rigel of Gore Range Capital

Ethan Rigel is a Founding and Managing Partner of Gore Range Capital. Launched in 2015, the venture capital firm that’s focused on hands-on investing in early-stage skin health businesses has had 6 exits, 20 investments and its second fund is nearly committed. As he begins eyeing the firm’s third fund, Ethan looks back at the firm’s launch and its early fund experiences to highlight what’s changed in company types and terms, as well as what being a helpful investor really means.

Ep. 282: Settling Into the New Deal Paradigm

What will be driving M&A as we head into to 2025? In this roundtable discussion at the Charlotte Smart Business Dealmakers Conference, Murphy Clark of Inspira Financial, Patty Comer of AccruePartners and Greg Fornelli of SRI and Stock Car Steel & Aluminum talk with First National Bank’s David Sedor about the drivers behind valuations, assessing and retaining talent during an acquisition, how interest rates are impacting M&A, and more.

Ep. 281: The Power of Social Media in Venture Capital

Social media, believe it or not, can have an effective role in the world of venture capital. At the Houston Smart Business Dealmakers Conference, Carrie Colbert of Curate Capital, Aquila Mendez-Valdez of Haute in Texas and Darek Woodward of ROI Ventures talked with Smart Business’s Dustin Klein about how to craft a captivating online brand that attracts investors, builds a thriving community of future deal flow, and uses influencers to skyrocket the value of your investments.

Ep. 280: How NIL Is Reshaping The Business Of College Sports

Name Image and Likeness rules have changed the game in college athletics. With more money needed to attract and retain the country’s top talent, private equity and other firms are looking to bridge the financial gap and capitalize on the evolving landscape. At the 2024 Minneapolis Smart Business Dealmakers Conference, panelists Blake Baratz of IFA, Katie Harms of Space Options, Cale Johnston of Roy Inc. and Gabriel Szerda of AB CarVal discuss the business future of college sports with moderator Steve Kozachok of Taft, offering insights into the trends and complexities driving this dynamic market.

Ep. 279: Fueling Biotech Innovation
With Elyse Blazevich, Kimberly Muller, Afshin Safavi and Blake Unterreiner

Colorado is emerging as a national hub for biotech, life sciences, and healthtech. At the Denver Smart Business Dealmakers Conference midday roundtable, panelists Elyse Blazevich of Colorado BioScience Association and Colorado BioScience Institute, Kimberly Muller of CU Innovations and CU Healthcare Innovation Fund, Afshin Safavi of Colorado Health & Tech Centers, and Blake Unterreiner of Agilent Technologies Inc. explore the flow of capital into the state, the success of innovative businesses, and the groundbreaking technologies spun out of universities. Moderated by Dustin Klein of Smart Business, they showcase the forces propelling Colorado to the forefront of the industry and what’s expected in the coming years.

Ep 278: Sports, Business and M&A
With Andrew Berlin and Rob Sine

At the 2024 Chicago Smart Business Dealmakers Conference, midday keynote speakers Andrew Berlin of Shield.AI, Berlin Packaging, Chicago Cubs and South Bend Cubs, along with Rob Sine of Blueprint Sports, talked with Smart Business Network's Dustin Klein about how strategic opportunities in asset diversification and the current economic climate are reshaping the landscape for athletes, institutions and franchises.

Ep 277: Non-competes in M&A: Now What?
With attorneys Matt Brinker and Alex Nassar

A recent Federal Trade Commission rule aimed to prohibit employers from attempting to enter into non-competes with all workers. Though that rule might never take effect, state-level trends governing the use of non-competes leave plenty for businesses and dealmakers to navigate. Royer Cooper Cohen Braunfeld partners Matt Brinker and Alex Nassar break down the trends and offer advice on how M&A professionals can prepare and structure deals in the current environment.

Ep 276: Growth By Acquisition
With zTrip CEO Bill George

With a presence in 36 cities and 20 states, WHC Worldwide, operating as zTrip, has become the largest taxi fleet operator in the U.S. largely through acquisition-driven growth. With a remarkably refined deal strategy and new insights from a passed-over SPAC opportunity, the company is now competing with the country’s most recognizable ridesharing companies. Founder and CEO Bill George talks about the genesis of the business, its acquisition process and the secret sauce that’s helping the company continue on its extraordinary trajectory.

Ep 275: Settling Into The Current Paradigm
With Don Bassell, Robert Berdanier, Debbie Ricci, Alex Shahidi and Chris O’Geen

While we’re still arguably in a period rife with challenges, there seems to be a more positive sentiment forming — not enough that everyone in the M&A environment is happy, but maybe enough to signal that the deal market is ready to turn the page. At the inaugural D.C. Capital Region Smart Business Dealmakers Conference, a panel of top dealmakers explored today’s market conditions and what they mean for executives looking to get deals done.

Ep 274: Dealing With Uncertainty
With Jon DeMoss and Eric Carter of Brady Ware

In some ways, when looking out into the deal environment, it seems as if uncertainty will be the only certainty. With the instability a constant challenge, both buyers and sellers are trying to determine how best to prepare for the unexpected, which is all that can be expected. Brady Ware Advisory Group Practice Leader Jon DeMoss and Shareholder Eric Carter offer their take on the current market and how dealmakers can capitalize on opportunities despite the obstacles.

Ep 273: Doubling Down on Columbus
With MedVet's Dr. Linda Lehmkuhl, CollisionRight's Aaron Weir, KPMG's Kim Zavislak, J.P. Morgan Private Bank's Katie Bishop and Ice Miller's Leslie Johnson

Why would anyone do business in Columbus? Well, if you ask the panel of experts who kicked off this year’s Columbus Smart Business Dealmakers Conference, there’s a lot of reasons. Industry leaders Dr. Linda Lehmkuhl of MedVet, Aaron Weir of CollisionRight, Kim Zavislak of KPMG, Katie Bishop of J.P. Morgan Private Bank and moderator Leslie Johnson of Ice Miller discuss the opportunities they see in Central Ohio and how they are attacking the challenges of expanding in a city on the rise.

Ep 272: Dealmakers Roundtable: State of M&A Fall 2024
With BofA's Jim Dever and Fritz Franz, Archetype Solutions' Chetan Bagga, PeopleShare’s Ryan Clark and SeventySix Capital’s Chad Stender

The past few years have been dynamic for M&A. Rising interest rates, inflation and a host of other issues have brought uncertainty across numerous sectors. But still, deals are getting done. Kicking off the 2024 Philadelphia Smart Business Dealmakers Conference, Bank of America’s Jim Dever and Fritz Franz, Archetype Solutions' Chetan Bagga, PeopleShare’s Ryan Clark and SeventySix Capital’s Chad Stender share their experiences operating in this market and discuss what it takes to get M&A deals done in today’s environment.

Ep 271: How ChatGPT Sparked A Sale
With Chuck Mullen & Jeff Brooks of Apple Growth Partners

Akron-based accounting and business advisory firm Apple Growth Partners is set to merge with Fargo, N.D.-based Eide Bailly. AGP — which through a strategic effort by Chairman Chuck Mullen grew to become the 18th-largest accounting firm in Ohio —will see its 24 partners and 125 staffers join Eide Bailly's 3,800-person team. Chuck and tax principal Jeff Brooks talk about the deal and all that's led to it — from both joining AGP after its acquisition of Brott Mardis back in 2008, to how their recent conversation about ChatGPT ultimately sparked the firm's sale.

Ep 270: Building And Running A Successful Board
With Joe Cardosi, Meredith Meyer Grelli, Jason Wolfe and Patrick Colletti

There are unique challenges and opportunities to running a closely held or family-owned business and having an effective board. At the 2024 Pittsburgh Smart Business Dealmakers Conference, four entrepreneurs shared tips and insights on how to present effectively to boards, emphasizing the importance of storytelling, simplicity and prioritizing critical information. The panelists also emphasized the importance of diversity, strategic focus and proactive management in effective board governance.

Ep 269: Driving Growth: Northeast Ohio's Destination Potential
With Boyd Pethel, David Gilbert, Greg Harris and Brian Zimmerman

Collaborative efforts to drive economic growth and position Northeast Ohio as a must-visit destination have transformed the Cleveland area into a powerhouse for major sports events, scenic parks and arts and culture. David Gilbert from Destination Cleveland, Greg Harris from the Rock & Roll Hall of Fame and Brian Zimmerman from the Cleveland Metroparks join First National Bank's Boyd Pethel to discuss their innovative strategies.

Ep 268: How Capital Realities Are Shaping M&A
With José Tavarez, Shawn Hoyer, Frank Reig and Shaun Stewart

The past few years have been volatile, with rising interest rates, inflation, and lots of uncertainty affecting the M&A market. At the New York Smart Business Dealmakers Conference, Bank of America's José Tavarez leads a conversation with Revel's Frank Reig, ChargeLab's Shaun Stewart and Bank of America's Shawn Hoyer on what dealmakers can expect for the remainder of 2024 and beyond.

Ep 267: Growing an Edible Empire
With Tariq Farid and Somia Farid Silber of Edible Brands

Tariq Farid built Edible Brands from a single store in 1999 into a flourishing franchise empire that today has nearly 1,000 stores. Now he and his daughter, Somia Farid Silber, who is also now Edible’s president, are rebranding, expanding and plotting the company’s future. At this year's Atlanta Smart Business Dealmakers Conference, the two sat down with Tom Singh, a managing director and senior resident director with Merrill Lynch Wealth Management, to discuss the company's founding, flourishing and future.

Ep 266: Changes To Buying Criteria, Seller Outlook
With Tony Montanaro, Partner with Louis Plung & Co.

There was a sharp decline in dealmaking during 2023 as the post-pandemic boom subsided and uncertainty intensified. Louis Plung & Company Partner Tony Montanaro joins the pod to discuss the factors influencing this change, how transactions are being affected, and what preparations sellers can make to have the best outcome in 2024 and beyond.

Ep 265: The Alarming Evolution Of Cyberthreats
With Robert Anderson Jr., CEO of Cyber Defense Labs

Robert Anderson Jr. served more than 20 years in the FBI, overseeing criminal and cyber investigations worldwide, including the Edward Snowden investigation. After the FBI, he served as managing director for a global organization helping companies respond to and recover from thousands of data breaches, as well as evaluate M&A target companies for cybersecurity vulnerabilities. The now Chairman and CEO of Cyber Defense Labs sat down with Smart Business Chief Content Officer Dustin Klein at the Dallas Smart Business Dealmakers Conference to discuss a range of issues, from Anderson's transition to the boardroom to his insights for business leaders on the evolution of cybersecurity threats.

Ep 264: The Value of the Unexpected
With Howard Brodsky, Founder & Chairman of CCA Global Partners

The 2024 Boston Smart Business Dealmakers Conference featured a one-on-one conversation with Howard Brodsky, founder of CCA Global Partners, a groundbreaking $14 billion company. In this excerpt, he talks with Smart Business Chief Content Officer Dustin Klein about the common traits of the some of the world's most successful entrepreneurs, as well as the outsized impact delivering the unexpected can yield for a business.

Ep 263: Raising Capital And Competing With Unicorns
With Todd Boyman, Co-founder & CEO of Hungry Planet

Serial entrepreneur Todd Boyman has been a consumer of plant-based foods for more than three decades. So it shouldn’t be a surprise that his business passion and food passion would eventually combine in a new venture. Hungry Planet is a maker of plant-based meats with fewer calories and less fat than conventional meat and other plant-based options. In March of 2023, Todd joined Smart Business Managing Partner Michael Marzec at the St. Louis Smart Business Dealmakers Conference to talk about launching Hungry Planet and why it raised modest capital compared to its unicorn competitors.

Ep 262: Top Maximize Value, Build A Great Team
With Jack Chang, Founder & Managing Director of DGP Capital

Over 18 years and more than $15 billion in transactions, DGP Capital's Jack Chang has been advising businesses public and private on how to get the most out of their business when it's time to sell. He brought that experience to bear when he joined us to talk about what sellers can do to make their business attractive to buyers, when they should start the process and who they can turn to for help as they work to maximize their deal.

Ep 261: Failure is OK — and Other Lessons
With Rob Hale, co-founder of Granite Telecommunications; co-owner of Boston Celtics

Rob Hale thinks he's an unlikely person to listen to when it comes to dealmaking. After all, he became a billionaire and lost it all by the age of 35. But Rob rebounded from the failure of Network Plus to co-found Granite Telecommunications, which made him a billionaire again and eventually co-owner of the Boston Celtics. That failure and rebound yielded three essential business lessons that Rob shared with attendees at the 2023 Boston Smart Business Dealmakers Conference.

Ep 260: Building A Winning Culture
With Nic Barlage, CEO of the Cleveland Cavaliers and Rock Entertainment Group

Human capital and corporate culture play a key role in most M&A transactions. In this episode, we talk to a different sort of business leader about asset management, team building and creating a winning culture — in a very literal sense. Nic Barlage is CEO of Rock Entertainment Group and its many holdings, including the NBA’s Cleveland Cavaliers. He oversees more than 500 full-time team members throughout the business operations of the Cavaliers. He discusses talent acquisition and development, building a winning culture, and the importance of leadership.

Ep 259: Why Health Care Startups Fail
With Vic Gatto, Founder & Managing Partner of Jumpstart Capital

Jumpstart Capital founder and Managing Partner Vic Gatto has been investing in early-stage health care businesses for nearly a decade. His organization — Jumpstart Foundry, Jumpstart Health Investors and Jumpstart Capital — works to bring innovation to what could be considered a timid but also complex industry. He talks about the formation and evolution of the venture capital firm, the opportunities he's seeing in these early-stage ventures as well as their challenges.

Ep 258: Uniting Venture Investors with a Fund of Funds:
with Carrie Thome, Managing Director of NVNG

Carrie Thome left the Wisconsin Alumni Research Foundation, where she oversaw a $3 billion investment portfolio, to co-found NVNG Investment Advisors, an investment platform and network made up of a family of funds. The organization closed its Fund 1 in late 2021. Carrie talks about the organization, leaving WARF to launch it, her experience as a fund raiser and the progress NVNG has made since its start in 2019.