How the Deal Was Done

29Bison
How the Deal Was Done

Each episode of How the Deal Was Done podcast will lead the listener through a fun, interesting, sometimes wild and wooly situation guests have experienced during their time as a deal-maker.

Episodes

  1. 25/07/2019

    How The Deal Was Done - Episode 6: Mark Gaeto, Falcon Capital

    Preparing for a deal, especially your own exit, is a sport.  Mark Gaeto, a partner with Falcon Capital Partners, a leading investment bank in the Philadelphia region, joins us for today’s conversation.  Mark will tell you, this may be your Superbowl. Getting to the biggest game of your life takes preparation and requires that you work-the-plan. As an experienced investment banker and advisor, Mark leads the Technology practice and co-leads the Commercial and Industrial practice at Falcon Capital, responsible for ensuring the success of their client relationships and maximizing outcomes for clients. He is recognized for creating high-performing teams and structuring competitive sell-side processes that drive superior results for clients. He is a stanch advocate for private middle-market business owners and works closely with them on establishing exit plans, facilitating mergers and acquisitions, and arranging capital financing. He is frequently invited to share his perspectives as a speaker, panelist and thought leader for industry groups, executive forums and university events. He received his B.B.A. and M.B.A. from Temple University.  Prior to joining Falcon Capital Partners, he was a management consultant at PRTM (now part of PwC) and a top-performing software sales executive with firms such as SAP, Legent and Pansophic. He started his career at Electronic Data Systems (EDS) where he completed their Systems Engineering Development program. He invested in and operated Integration Software Consultants (ISC) and implemented an aggressive growth initiative that resulted in the doubling of the business within 18 months. He then orchestrated a highly successful sale of ISC to a NYSE listed firm. He also co-founded and exited the Alesco Group, a firm that developed strategic growth strategies and plans for CEOs and CROs.

    32 min
  2. 07/05/2019

    How The Deal Was Done - Episode 4: Meryl Unger, Katsky Korins LLP

    In this episode, our guest is Meryl Unger, partner and head of the corporate and business law department of Katsky Korins LLP, a boutique full service New York law firm. From ownership and management to succession planning and mergers and acquisitions, Meryl is adept at developing creative solutions to a wide range of complex business issues for her clients. She principally represents mid-sized, privately-held companies, high net worth entrepreneurs, and senior executives, advising them in all aspects of their business and commercial transactions. Meryl frequently represents private companies in the sale of their businesses, and in purchases and investments in other companies and assets. Her clients look to Meryl and her team for help in every aspect of a transaction, including structuring deals and developing tax strategies to reduce risks and maximize financial return. Meryl’s clients reach over all industry groups, including architecture, design, education, home furnishing, luxury product, fashion, environmental, engineering, real estate development, media, staffing, travel, security, marketing, strategic research, professional firms and consulting companies, as well as non-profit organizations and associations. Meryl’s practice includes advising governing boards and management of for profit and non-profit organizations in connection with executive employment, separation, compensation and governance matters. Meryl also represents C-suite executives in negotiating employment and severance arrangements. Her clients have ranged from presidents and CEOs of leading arts and cultural institutions, to senior executives of publicly and privately held companies in fashion, media and finance. Her executive employment clients also include CEOs of portfolio companies of private equity firms. Meryl serves as counsel to the Women Presidents’ Organization, a global membership organization for women presidents and CEOs, and the Paradigm for Parity coalition, a group of Fortune 500 and other business leaders supporting gender equity in top management positions to drive positive social and long-term business and economic value. Meryl has also served on the Advisory Board of the MIT Enterprise Forum of New York, an organization which supports technology-related entrepreneurs in creating and growing innovative businesses. A recipient of numerous awards and commendations, Meryl most recently was awarded by her peers in New York as a 2018 New York Metro Super Lawyer and Top Women Super Lawyer® in the category of business and corporate law. She lives with her husband, media lawyer Henry R. Kaufman, in New York City. Katsky Korins LLP 605 Third Avenue, New York, NY 10158 T: 212-716-3217 munger@katskykorins.com

    27 min

    About

    Each episode of How the Deal Was Done podcast will lead the listener through a fun, interesting, sometimes wild and wooly situation guests have experienced during their time as a deal-maker.

    Content Restricted

    This episode cannot be played on the web in your country or region.

    To listen to explicit episodes, sign in.

    Stay up to date with this show

    Sign in or sign up to follow shows, save episodes and get the latest updates.

    Select a country or region

    Africa, Middle East, and India

    Asia Pacific

    Europe

    Latin America and the Caribbean

    The United States and Canada