Smart Business Dealmakers: The Middle-Market M&A Podcast
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Smart Business Dealmakers: The Middle-Market M&A Podcast
Smart Business Dealmakers interviews the entrepreneurs doing deals, the PE, VC and family office players investing in them, and the M&A advisers making them happen. Topics include raising capital, buying and selling companies and managing a liquidity event.
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299 episodi
The Arc of a Deal with Marc Jensen of Jensen & McComas
For most business owners, the first time they sell their company is often the last. With only one chance to maximize the value that will be leveraged...

The ESOP Exit: Rethinking the Endgame
For business owners thinking about their exit, the choice often seems limited to selling to a competitor or to a private equity firm. But there's a th...

Factors Affecting Public and Private Dealmaking
Regardless of what uncertainty exists in the market or from where it originates, deals continue to get done. However, doing deals during more turbulen...

M&A Trends in The GovCon Space
It was supposed to be a great year for M&A in the government contracting sector. New SBA rules were expected to drive GovCon sellers to market as they...

The State of The M&A Market 2025
At this year’s Baltimore Smart Business Dealmakers Conference, an expert panel provided actionable insights to mitigate risks and maximize opportuniti...

Preparing To Sell Your Business with James Hipolit of Troutman Pepper Locke
Perhaps the worst thing a business owner can do ahead of the sale of their company is not be prepared. Not only could that crater the returns the owne...

Buy-side Insurance Due Diligence with Brian Stovsky and Joe Curtis
One area of complexity in a buy-side M&A transaction is commercial insurance. Given all the potential liabilities, hidden risks, industry-specific nee...

Building Zenwork with Founder & CEO Sanjeev Singh
At the 2025 Dallas Smart Business Dealmakers Conference, Zenwork Founder & CEO Sanjeev Singh shared the entrepreneurial journey that led to a nine-fig...

Busting ESOP Myths with David Solomon of Levenfeld Pearlstein
There are many myths about ESOPs — that they’re complicated or that once within its structure a company owner loses control, or that banks won’t lend...

From Public to Private
What happens when a publicly traded company transitions to become privately owned? During the midday Fireside Chat at the Boston Smart Business Dealma...

Letters of Intent with Tony Montanaro of Louis Plung & Co.
A letter of intent, often referred to as an LOI, is essentially the first formal document in a sale process between a buyer and a seller. It not only...

Building the Future in Massachusetts
Kicking off this year’s Boston Smart Business Dealmakers Conference, we explore innovative strategies, regional growth and the transformative power of...

St. Louis Economic Outlook
Things seem to be looking up for the St. Louis economy. And with positive national economic trends expected to continue, the city seems poised to buil...

Driving Company Value
What really makes a company tick? And more importantly, what makes it worth more? At the 2025 Pittsburgh Smart Business Dealmakers Conference, a group...

Self-Funding Insurance To Drive Value
Self-funding health insurance through a group medical captive can be a way for businesses of any size to better manage what is often their second grea...

The Business of Athletics with University of Michigan's Warde Manuel
Warde Manuel, University of Michigan’s Donald R. Shepherd Director of Athletics, oversees an athletic department that sponsors 29 varsity teams with m...

Navigating The Skies of Innovation at Volato
Dive into serial entrepreneur Matt Liotta’s experience navigating mergers, acquisitions and public offerings with multiple companies. Liotta, the co-f...

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...

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, Carr...

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, priva...

Fueling Biotech Innovation
Colorado is emerging as a national hub for biotech, life sciences, and healthtech. At the 2024 Denver Smart Business Dealmakers Conference, panelists...

Sports, Business and M&A
At the 2024 Chicago Smart Business Dealmakers Conference, midday keynote speakers Andrew Berlin of Shield.AI, Berlin Packaging, Chicago Cubs and South...

Non-Competes in M&A: Now What?
A recent Federal Trade Commission rule aimed to prohibit employers from attempting to enter into non-competes with all workers. Though that rule might...

zTrip’s Growth By Acquisition
With a presence in 36 cities and 20 states, zTrip has become the largest taxi fleet operator in the U.S. largely through acquisition-driven growth. Wi...

The Current Deal Paradigm
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...

Dealing With Uncertainty
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 chall...

Capital, Growth & Opportunity in Columbus
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 Conferen...

Dealmakers Roundtable: State of M&A Fall 2024
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 sec...

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 stra...

Building And Running A Successful Board
There are unique challenges and opportunities to running a closely held or family-owned business and having an effective board. At the 2024 Pittsburgh...

Driving Growth: Northeast Ohio's Destination Potential
At this year's Cleveland Smart Business Dealmakers Conference, regional leaders David Gilbert from the Greater Cleveland Sports Commission and Destina...

Dealmakers Roundtable: How Capital Realities Are Shaping M&A
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...

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 dau...

Tony Montanaro, Partner with Louis Plung & Company
There was a sharp decline in dealmaking during 2023 as the post-pandemic boom subsided and uncertainty intensified. Louis Plung & Company Partner Tony...

Robert Anderson Jr., Chairman & 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 investi...

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 groundb...

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...

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 mo...

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....

Nic Barlage, CEO of Cleveland Cavaliers & 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 as...