Middle Market Musings, a podcast dedicated to the people and ideas of the Middle Market, hosted by Andy Greenberg (GVC) and Charlie Gifford (New Heritage Capital).
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The Middle Market Growth Conversations podcast features in-depth interviews about trends impacting midsize companies and M&A. Guests include middle-market dealmakers, business leaders, economists and other experts involved in mergers and acquisitions and corporate growth. Interviews address topics ranging from private equity investment strategies, to state-of-the-market overviews, operational best practices, and much more. The podcast is part of Middle Market Growth, the Association for Corp ...
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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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ROI’s Into the Corner Office Podcast: Powerhouse Middle Market CEOs Telling it Real—Unexpected Caree...
Brandt Handley
The road to the middle market CEO corner office is paved with mile markers that guide in surprising, unpredictable, and some might even say “mysterious” ways! But how do you get such a widely coveted position? This is the question often heard during decades of ROI’s executive search interviews, conducted with top-level executives. ROI’s Into the Corner Office podcast is a new inspiration and answer platform which premieres visionary tales of adventure with great endings and highlights, from ...
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PRESIDENT&CEO founder, Paul Stukel, discusses middle market issues with business leaders from across the nation.
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Middle Market Thought Leader | Priorities for Growth
Jack Sweeney Speaks to Innovative Leaders From Midsized Firms | Middle Mark
It’s about inspiring middle market CEOs and other c-suite leaders and business owners to take a leadership leap and open a new chapter of growth for their middle-market companies. We know that by learning from the failures, Ah-ha! moments, and successes of others, middle market business leaders can take inspired action.
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Each episode we talk with a business leader from a Puget Sound region middle market company, offering insights on leadership, growth, strategy, cultivating talent and more.
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Get the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at owners of middle market companies in the financial services and business services sectors. Middle market companies are generally valued between $20 million and $500 million.
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Inside DealMAX: Serendipitous Networking with Karin Kovacic and Jose Gabaldon
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In our second episode of our limited series, “Inside DealMAX,” we sit down with Libertas Funding’s Karin Kovacic and Holland & Knight’s Jose Gabaldon to reminisce about surprising ways great connections are made, discuss the M&A landscape today, share best networking tips for the conference and more.***The Middle Market Growth Conversations podcast…
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Summer Craig, President & CEO, Craig Group
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Summer Craig, the President & CEO of Craig Group, is a seasoned digital marketer with a background driving ROI-focused strategies for multi-million dollar companies. From starting her career at Austin-based ad agency GSD&M working on Mastercard, Walmart, and Southwest Airlines to navigating the corporate communications complexities of mergers and b…
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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…
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Episode 60 Pat Galleher, Boxwood Partners
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Scratch golfer Pat Galleher ends up in the tangled fescue that is Middle Market Musings. Pat is Managing Partner of Boxwood Partners, the middle market investment bank based in Richmond, VA and Jupiter, FL. Pat details his youth in and around golf courses, including encounters with a young Tiger Woods, which compels Charlie to offer Pat and Andy a …
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The Power of Social Media in Venture Capital
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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 att…
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Keeping Capital Deployment Consistent in Challenging Markets
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When the M&A market is muted or volatile, maintaining a consistent capital deployment strategy can be a challenge. Drew Guyette, senior partner and co-chief credit officer at TPG Twin Brook, joins the podcast to discuss the prevailing tailwinds in the lower-middle market, how his firm is putting capital to work right now and what he sees on the hor…
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Inside DealMAX: Creating Connections with Brent Baxter and Aaron Polack
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As we prepare for DealMAX 2025, the podcast is kicking off “Inside DealMAX,” a limited series exploring the M&A environment, strategies to maximize your time at the conference and the best tips for when you touch down in Las Vegas. For our first episode, we’re joined by ACG’s CEO Brent Baxter and Lion Equity's Aaron Polack to discuss corporate deal…
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Re-Release: Dave Powers, CEO, Deckers Brands
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Dave Powers serves as President & CEO of Deckers Brands, a global footwear and apparel company based in Santa Barbara, Calif. His current role includes prioritizing strategic initiatives and investments to expand the global distribution footprint of Deckers Brands, while also ensuring consumers have a seamless experience when engaging directly with…
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How NIL Is Reshaping The Business Of College Sports
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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,…
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Peter Dickstein, Founder, ShadyPower Technologies
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Peter Dickstein is a 35-year business leader (Founder, CEO, CFO, and strategy advisor). He is Founder of ShadyPower Technologies, developer of a proprietary, patent-pending IOT technology platform for climate-sustainable, enhanced comfort outdoor work and living. He is Co-Founder of TAPS, a machine-learning consultancy focused on sales lead optimiz…
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Andrew serves as Hyperscience’s CEO. He brings a wealth of experience and proven track record that advances the company’s overall strategy and growth initiatives—at a time in which Hyperscience is experiencing rapidly expanding demand. Prior to Hyperscience, Andrew was CEO of InMoment, a recognized leader in the customer experience (CX) software in…
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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 Cente…
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Mark Budzinski is the CEO of Clean Data and a seasoned business leader with deep expertise in data analytics. As the former CEO of WhereScape, Mark led the company to over $30M in annual revenue before executing a successful eight-figure exit. Now, he advises clients on cutting through AI hype to achieve real business growth from their analytics in…
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Episode 59 David Walker, EBSCO Industries
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David Walker is president and CEO of EBSCO, one of America’s largest family-owned private companies. With approximately $3 billion in revenues, EBSCO traces its origins to a magazine subscription business founded by Elton B. Stephens in 1944. David details EBSCO’s business interests today, comprising information services, diversified industrial and…
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Five Signs Your Portco Isn’t Ready for an Exit
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A poorly managed exit process can erode value, and in the worst cases, a portfolio company that isn’t prepared to start that process can kill a deal. Tony Esposito, managing director of private equity and venture capital at Consero, and Josh Welk, founder and managing partner at Full Guard Capital, discuss the indicators that show a portfolio compa…
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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 r…
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As CEO of Hyde Engineering + Consulting, Inc., Kerren Bergman leads a global engineering organization of more than 250 employees. Kerren began her career with Hyde in 1998 as the Document Control Specialist, advancing with the company in various roles of increasing responsibility. Her experience in nearly every aspect of the business including Oper…
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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 brea…
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Marc Mlyn, President & CEO, RaySearch Americas
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Marc Mlyn is the President and CEO of RaySearch Americas, a wholly owned subsidiary of RaySearch Laboratories AB in Stockholm, Sweden. Marc began work in medical physics doing research as an undergraduate in the late 1980's, and went on to become a certified medical dosimetrist (https://www.medicaldosimetry.org/about/medical-dosimetrist/). He worke…
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Episode 58 Marty Mannion, Summit Partners
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Marty Mannion shows up and puts 40 years of leadership stature at risk. Summit Partners is a pioneer in the private equity industry, with more than $32 billion invested to date. Marty has been at Summit since 1985 and currently serves as Chair of the Board of Managers. His storied path begins in modest surroundings in the Bronx, before formative ex…
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Dale Wills, Owner & Founder, Centra Companies
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Dale Wills is the owner and founder of Centra Companies, a group of land development, real estate, and construction companies based out of the Twin Cities. Since 2011, he has overseen the completion of more than $500 million in new construction across 50+ projects spanning 28 Twin Cities suburbs, ranging from new home construction to apartment reha…
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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. 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 Bil…
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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, Debbie Ricci of Guidehouse,…
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Re-Release: TJ Jiang, Co-Founder & CEO, AvePoint
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Dr. Tianyi Jiang (TJ) co-founded AvePoint in 2001 and has served as the organization’s Chief Executive Officer since 2005. A recipient of Ernst & Young’s Entrepreneur of the Year award in New Jersey in 2010, TJ received both B.S. and Masters in Electrical and Computer Engineering from Cornell University, and a Master of Philosophy and Ph.D. in Data…
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Episode 57 David Santoni, Audax Private Equity
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Since January, David Santoni has been Managing Director, Business Development at Audax Private Equity, now investing out of its seventh flagship fund, a $5.25 billion vehicle. Before Audax, David was a well-known middle-market investment banker based in Minneapolis with several firms, notably Lazard Middle Market (dating back to its Goldsmith Agio …
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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 Er…
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Capital, Growth & Opportunity in Columbus
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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 o…
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Jeff Helfgott, CEO, Boardroom Styling Lounge
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Jeff Helfgott loves scaling businesses by focusing on what makes them special – their people. Jeff is currently the CEO of Boardroom Styling Lounge, an upscale men’s grooming franchise that spans 46 locations across 8 states. Previously Jeff was the CEO of Empower Aesthetics (a rapid growth medspa platform backed by Shore Capital), which scaled 3x …
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How Can a CFO Add Value in a PE-Backed Exit Process?
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The CFO role has evolved greatly in recent decades, and perhaps even more so within private equity-backed companies. Tom Pierce, managing director of the CFO advisory services arm of Consero Global, and Jason Adams, principal at BV Investment Partners, an investor in Consero, join the podcast to share their unique perspectives on how the role has s…
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Dealmakers Roundtable: State of M&A Fall 2024
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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, PeopleS…
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Ambassador Ken Hackett, Former Ambassador to the Holy See and Former President of Catholic Relief Services
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Ambassador Ken Hackett was nominated by President Barack Obama on June 14, 2013 to serve as the U.S. Ambassador to the Holy See. The United States Senate confirmed Ambassador Hackett on August 1, 2013, and he was sworn in on August 20, 2013. Prior to his appointment, Mr. Hackett was President of Catholic Relief Services (CRS), an international huma…
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What’s Drawing Private Credit to the TMT Sector
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The outlook for the technology, media and telecom (TMT) sector is bright—and, the experts at WhiteHorse Capital say, full of opportunity for investors. Mark Bernier, WhiteHorse Capital’s managing director, and Peter Gallagher, principal, join the podcast to share their insights into today’s private credit market, trends in the TMT sector, how annua…
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Mark Bischoff, President and CEO, Starnet Worldwide Commercial Flooring Partnership
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Mark Bischoff is the President and CEO of Starnet Worldwide Commercial Flooring Partnership, the leading marketing network of independent commercial flooring contractors in Canada and the United States. His career in building products and construction services spans 32 years overall and 29 years in the commercial market. After a start at Sears in f…
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Norman Wolfe, Founder & CEO, Quantum Leaders
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With over 𝐟𝐨𝐮𝐫 𝐝𝐞𝐜𝐚𝐝𝐞𝐬 of work experience in various organizations from Fortune 500 to technology startups, I view each one as something that can uncover new possibilities for growth and development. Through encountering different perspectives, I am able to share my expertise in the following areas: ✔️ Leadership and Strategy ✔️ Change Adoption ✔️ …
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Stephen Strome, Former Chairman and CEO, Handelman Company
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Stephen Strome retired as Chairman and Chief Executive Officer of Handleman Company, a New York Stock Exchange-listed corporation, in November 2007. Mr. Strome served as Chief Executive Officer for 17 years following his election in 1991. He was elected Chairman of the Board in 2001. He became a member of the Handleman Company Board of Directors in…
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Episode 56 Bill Browder, CEO of Hermitage Capital Management
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Sir William Felix Browder provides a distinguished start to Season 4. As CEO and Founder of Hermitage, Bill Browder became the largest portfolio investor in Russia. He traces his family’s early connections to Russia, and then tells one of the singular tales of courage in this century. Browder went from Russian insider to mortal Putin foe. He was ab…
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As deal volume begins to recover and business leaders look forward to a falling rate environment, exit preparedness should be top of mind for finance leaders and dealmakers alike. Tom Pierce, managing director of the CFO advisory services arm of Consero Global, joins the podcast to offer a CFO’s point of view on the most important elements to consi…
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John Munsell, co-founder & CEO, Bizzuka
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John Munsell is the co-founder and CEO of Bizzuka, a Inc 5,000 company and a clear force in the world of AI strategy. Through his proven methods, John has helped over 600 business leaders in the past year alone! His frameworks - AI Strategy Canvas™ and Scalable Prompt Engineering™, are transforming AI implementation across businesses and has become…
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Jim Eickhoff, President & CEO, Creative Dining Services
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Jim Eickhoff is the President and CEO of Creative Dining Services based in Zeeland, MI. Jim joined Creative Dining in 2015 after 35 years of Senior Executive leadership experience from his time at Fortune 200 companies across the U.S., including the University of Phoenix/Apollo Education Group, Sallie Mae, HOSTS Learning, and The ServiceMaster Comp…
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Tim Murphy is the CEO of APX Operating Company LLC, dba Boomers Parks, owned by Cerberus private equity ($60B AUM). Boomers Parks operates six family entertainment centers and two water parks in California, Florida, and New Jersey. Since becoming CEO in 2020, Tim led Boomers Parks from bankruptcy to profitability within a year, amidst a global pand…
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How Forvis Mazars Built a Global Network
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When in June 2024 FORVIS, a top U.S. accounting and advisory firm, combined with Mazars, an international professional services firm, the firms created a unique global network and marked one of the many innovative structural changes accounting firms are implementing to evolve with a changing market. Scott Linch, partner with Forvis Mazars, and Bob …
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Chelsea Jubilee, co-founder & CEO, Energized Health
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Chelsea Jubilee is the co-founder, CEO, visionary, and driving force behind the company Energized Health, which is dedicated to helping Americans optimize their health at the cellular level. With over twenty years of experience in operating businesses, the Southern California native, along with her Co-founder husband John Jubilee, is pioneering cel…
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Dr. Matt Lucas, President & CEO, Our Daily Bread Ministries
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Dr. Matt Lucas has served in Christian non-profits for 20 years. Presently, he is serving as the CEO/President of Our Daily Bread Ministries, a global Bible engagement ministry with a staff of 700 serving in 32 offices to distribute hundreds of millions print and digital resources in 58 languages in more than 150 countries. Prior to ODBM, he served…
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Episode 55 Les Alexander, Jefferson Capital & UVA Darden School of Business
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Les Alexander takes MMM on a picaresque back-and-forth between the lowlands of Louisiana and the rolling hills of Virginia. Childhood in New Orleans, college at UVA, a private equity and business career back home, then a return to Charlottesville as an endowed professor. The lively discussion covers such critical questions as the right way to say “…
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Thomas Ryan, CEO and founder of Bigly Sales, is a visionary leader transforming business communications with innovative AI solutions. With a background in staffing and executive experience at Workbeast LLC, Thomas identified the need for more efficient processes and founded Bigly Sales in 2020. Under his leadership, Bigly Sales is revolutionizing t…
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John Rohde is the former CEO of RES Americas. He has more than 30 years of experience working in the energy market. He was Chief Executive Officer of the Renewable Energy Systems business in the United States and Canada, overseeing development, construction, operations & maintenance, and asset management for wind, solar, energy storage projects. Pr…
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Episode 54 Gabriel Gomez, O2X Human Performance
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Another episode, another chat with a Navy pilot / SEAL team member / US-Senate candidate / private equity star / private company CEO….Gabriel Gomez stops by to talk about his boyhood in Washington state, his extraordinary military service, and his post-HBS success in business, including his most recent venture as CEO of O2X Human Performance, which…
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Josh McCall, Chairman Emeritus, Jack Morton Worldwide
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Josh McCall serves as Chairman Emeritus for the global brand experience agency, Jack Morton where he focuses on growth and consulting on key client relationships. In 2022, he stepped down as CEO and Chairman after being an integral part of the agency since 1984 and holding a variety of roles ranging from Account Executive to Chief Operating Officer…
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Chuck Mullen & Jeff Brooks of Apple Growth Partners
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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 J…
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Ken Reali, Director, Experienced CEO, Vineyard Owner
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Ken Reali has gained significant and varied experience in his 33-year MedTech career. He has individually contributed and then led areas including product development, global marketing, business development, commercialization, and sales of medical devices. He has a strong background in ethics and compliance, market analysis, reimbursement strategy,…
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