

Smart Business Dealmakers: The Middle-Market M&A Podcast
Smart Business Network
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.
Episodes
Mentioned books

May 28, 2020 • 15min
Jordan Space, Eastern Pennsylvania Market President of S&T Bank
As CEOs get beyond the shock of the COVID-19 crisis and start resuming business operations, analyzing cash flow and forecasting revenue becomes that much more critical. Jordan Space, president of the Eastern Pennsylvania Market of S&T Bank, discusses how entrepreneurs can look ahead and build stronger balance sheets.

May 27, 2020 • 22min
Shannon Baker, President of Gatesman
In the wake of the COVID-19 crisis, brand management has never been more important. The messaging and communication — internally to team members and externally to clients, partners and consumers — has pivoted. Shannon Baker, president of PR & marketing firm Gatesman, discusses how those changes are repositioning how companies reach consumers and what they're saying — and why many of these changes might be here to stay.

May 26, 2020 • 19min
David Mills, Vice President of Strategic Accounts at Definity Partners
What corporate lessons will come out of the COVID-19 crisis as it relates to developing talent pipelines and managing supply chains? David Mills, Vice President of Strategic Accounts at Definity Partners, a Clark Schaefer Hackett company, shares what he believes will change over the next 12 to 18 months.

May 22, 2020 • 16min
Andrew Christian, Manager of Private Equity at CliftonLarsenAllen
What's the state of M&A? Andrew Christian, Clifton Larson Allen's Manager of Private Equity, shares what he's hearing from PE partners, the direction dealmaking has taken during this crisis, as well as what we might expect as the economy restarts.

May 22, 2020 • 15min
Vince Garozzo, Attorney with Greensfelder
CEOs are asking questions about the legal ramifications of the COVID-19 crisis on their businesses, contracts and M&A. Vince Garozzo, an officer and corporate attorney at Greensfelder, discusses the challenges he's hearing from clients and shares his thoughts on what we might expect over the next six to 12 months.

May 21, 2020 • 17min
Bob Klonk, CEO of the Oswald Companies
Many employers have struggled with their business insurance, not sure what was covered and what was not. Bob Klonk, CEO of business insurance broker Oswald Companies, explains how risk mitigation will be a front-of-mind issue as America eases back into work, and why insurance policies may be changing in the future.

May 20, 2020 • 23min
Jerry Johnson, South Central Market Head for UBS
Even in uncertain times there's still capital sitting on the sidelines for those industries that can thrive during the COVID-19 crisis. Jerry Johnson, South Central Market Head for UBS in Nashville, explains the top concerns he's hearing from business owners as they look toward the future with their investments and think about M&A.

May 18, 2020 • 23min
Chris Farmakis, Chairman of Babst Calland
The COVID-19 crisis has revealed numerous legal issues that entrepreneurs and business leaders hadn't faced before. Chris Farmakis, chairman of law firm Babst Calland, explains what c-suite executives should be thinking about, including giving a new level of scrutiny to contracts.

May 18, 2020 • 17min
Joe Baez, Principal at CliftonLarsonAllen
Where should CEOs focus their time and energy as they scramble to survive the Great Shutdown of 2020? CliftonLarsonAllen Principal Joe Baez discusses the importance of internal reviews — people, operations, and finances — so that as the economy restarts, entrepreneurs are ready to get back to business.

May 15, 2020 • 18min
Larry Berran, CEO of iPipeline
For companies whose primary focus is developing digital or technology solutions for traditional industries, the COVID-19 crisis has led to an increase in business and a new age of innovation. Larry Berran, CEO of iPipeline, which develops digital solutions for the insurance industry, discusses why he's still on the prowl for acquisitions, and how he sees opportunities where others see challenges.


