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Smart Business Dealmakers Podcast
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Manage series 3557558
Sisällön tarjoaa Smart Business Network. Smart Business Network tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Smart Business Dealmakers is the CEO's M&A playbook. We interview the entrepreneurs doing deals, the private equity, 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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292 jaksoa
Merkitse kaikki (ei-)toistetut ...
Manage series 3557558
Sisällön tarjoaa Smart Business Network. Smart Business Network tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Smart Business Dealmakers is the CEO's M&A playbook. We interview the entrepreneurs doing deals, the private equity, 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.
…
continue reading
292 jaksoa
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×At the 2025 Dallas Smart Business Dealmakers Conference, Zenwork Founder & CEO Sanjeev Singh shared the entrepreneurial journey that led to a nine-figure private equity minority investment. From launching Zenwork with his wife to scaling the business and bringing on a PE partner, Sanjeev discusses the challenges, pivotal moments and strategies that fueled Zenwork’s growth.…
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Smart Business Dealmakers Podcast

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 to them. David Solomon, a member at Levenfeld Pearlstein and head of the firm's Employee Stock Ownership Plan practice, is here to bust those myths. In this episode, David sets the record straight on what an ESOP is — and what it isn’t.…
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Smart Business Dealmakers Podcast

What happens when a publicly traded company transitions to become privately owned? During the midday Fireside Chat at the Boston Smart Business Dealmakers Conference, two CFOs share firsthand insights on the realities of life as a public company, the strategic considerations behind their respective sales to private equity firms, and what the transition process entailed. Cassandra Hudson, CFO of StackAdapt and former CFO of EngageSmart, and John Wagner, former CFO of Brightcove, sat down with Bank of America Managing Director Phil Ianniello to discuss what changed post-transaction and how the shift has impacted operations and financial strategy, and offer key lessons from navigating this major transformation.…
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Smart Business Dealmakers Podcast

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 establishes the intent of two companies to move forward into a sale process, but it sets some terms for the process that sellers should carefully consider. Tony Montanaro, transaction advisory partner with Louis Plung & Company, talks about LOIs and what sellers need to know about the terms within them before moving forward with a deal.…
Kicking off this year’s Boston Smart Business Dealmakers Conference, we explore innovative strategies, regional growth and the transformative power of public-private collaboration in shaping the future of Massachusetts and the Boston region. In this panel, moderated by Smart Business Chief Content Officer Dustin Klein, Timberline Construction CEO Steven Kelly and Commonwealth of Massachusetts Chief Digital Officer Janak Joshi explore the dynamic landscape of economic development in the state.…
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 build on its momentum. At the 2025 St. Louis Smart Business Dealmakers Conference, Dustin Allison of Greater St. Louis Inc., Rhonda Hamm-Niebruegge of St. Louis Lambert International Airport and John Manetta of Bank of America joined Bank of America St. Louis President Marilyn Bush to analyze the economic indicators, infrastructure developments and investment strategies shaping the city’s future.…
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Smart Business Dealmakers Podcast

What really makes a company tick? And more importantly, what makes it worth more? At the 2025 Pittsburgh Smart Business Dealmakers Conference, a group of regional executives and investors dissected the art — and science — of creating serious company value. From scaling strategies that turn small wins into big exits to the nuanced dance of acquisitions and sales, 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 pulled back the curtain on what drives growth in today’s deal-driven market.…
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 greatest expense. And, according to Roundstone Founder and President Mike Schroeder, it may also be a way for business owners to increase the company’s value ahead of a sale. On this episode of the Smart Business Dealmakers Podcast, Schroeder talks about the self-funding model as well as its impact on an M&A transaction.…
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Smart Business Dealmakers Podcast

Warde Manuel, University of Michigan’s Donald R. Shepherd Director of Athletics, oversees an athletic department that sponsors 29 varsity teams with more than 950 student-athletes and around 400 staff members. To run it, the former collegiate athlete relies on more than just his 30 years of experience in athletic departments. Warde also leans on his MBA. In this episode of the Smart Business Dealmakers Podcast, sponsored by Old National Bank, the official bank of the Big Ten Conference, Warde 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.…
Dive into serial entrepreneur Matt Liotta’s experience navigating mergers, acquisitions and public offerings with multiple companies. Liotta, the co-founder of Volato, a fractional jet company he took public through a SPAC, chats with Tom Singh of Merrill Lynch about the strategic decisions behind scaling Volato, as well as the lesson’s he’s learned about structuring deals, adapting business models, and maintaining innovation in a competitive market.…
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.…
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.…
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.…
Colorado is emerging as a national hub for biotech, life sciences, and healthtech. At the 2024 Denver Smart Business Dealmakers Conference, 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 explored 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.…
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Smart Business Dealmakers Podcast

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.…
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