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

Joe DiRocco, regional president of Fifth Third Bank in Northeast Ohio, discusses how the banking industry has adapted to meet the growing needs of entrepreneurs and CEOs as many struggle to survive. He offers straightforward advice to strengthen balance sheets, evaluate capital needs and identify areas of liquidity in any company.

As business owners were caught unprepared for the COVID-19 crisis, one area that has raised more questions than answers is business insurance and what policies did and did not cover. Craig Hassinger, CEO of SeibertKeck & Insurance Partners, offers his thoughts on how executives should approach their insurance policies … and what changes might be on the horizon for the industry.

Carly Devlin, managing director at Clark Schaefer Consulting in Columbus, provides advice for employers on remote working environments as more team members have been shifted to home offices—as well as what cybersecurity and privacy measures you should take to keep your data and networks safe.

Attorney John Lewis discusses how the business shutdown caused by the coronavirus pandemic has impacted dealmaking activity, as well as the basic operations of his Pittsburgh-based law firm's business clients.

Attorney C. Tucker Herndon, the Nashville office managing partner of law firm Burr & Forman, discusses how the coronavirus pandemic has impacted the M&A space, including deal flow and access to capital, as well as its overall impact on businesses.

Bo Butters, a principal in the St. Louis office of CliftonLarsenAllen, talks about the impact of the coronavirus pandemic on M&A activity, as well as critical day-to-day business necessities like managing cash flow and forecasting revenue and expenses.

The coronavirus pandemic has roiled stock markets and private company valuations. Two senior leaders from UBS — Greg Achten, Managing Director and head of the Chicago market, and James Jack, Executive Director and head of the Business Owners Client Segment, talk about what business owners and investors should be doing to protect their wealth in the short term and over the long road ahead.

David Sowerby, portfolio manager and managing director of Ancora, discusses how the coronavirus has impacted public and private financial markets. He assesses the impact on M&A valuations, as well as the opportunities created by the crisis. A veteran of eight previous bear markets, David also shares his insights into how to "navigate the noise" when it comes to managing investments in a volatile market.

Attorney Jon Pinney, managing partner of Cleveland law firm KJK, discusses the impact of the coronavirus pandemic on M&A deal terms and multiples, how diligence will be changed going forward, and why lawyers have been taking crash courses on force majeure and other rarely used legal doctrines.