The Close M&A Podcast with Caber Hill Advisors

Caber Hill Advisors
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Exploring the art and science of deal-making with host Craig Castelli. 

  1. 12/04/2025

    Chris Winterhalter: Hotel Renovation and Real Estate Investing

    Text us your feedback, ideas, or topics you’d like to see in an upcoming show. In this episode, Craig sits down with Chris Winterhalter, founder of Hotel Rehabs, to unpack his journey from post-crash real estate hustling to building one of the most innovative turnkey hotel renovation companies in the industry. Chris shares the scrappy early days, the evolution of his integrated GC model, the importance of leadership and process, and why expanding into Mexico City became a pivotal growth move. He also gives an inside look at scaling a niche business, building strong teams, and what excites him most about their next chapter. Explore the full episode page to watch a video or read a transcript of the full interview: https://caberhill.com/podcast/chris-winterhalter-hotel-rehabs

    46 min

  2. 11/20/2025

    Anthony Saber: Steady Growth Over a Long Period in Building Services

    Text us your feedback, ideas, or topics you’d like to see in an upcoming show. This episode of The Close features Anthony Saber, President of Saber Building Services, a Detroit-based company built from humble beginnings into a 450-person team. Anthony shares how lessons from his upbringing, early family responsibilities, and years of hands-on work shaped his steady growth philosophy. He explains why staying local, prioritizing people, and choosing value over volume have guided the company’s long-term success. Anthony also talks about team development, acquisitions, and what it means to be a trusted leader in his industry. Watch/listen to the full episode here: https://caberhill.com/podcast/anthony-saber-president-of-saber-building-services

    31 min

  3. 11/13/2025

    Mathew Pettit: Healthcare Services Investing

    Text us your feedback, ideas, or topics you’d like to see in an upcoming show. Matt Pettit, founder of Seven Hills Capital, a healthcare-focused private equity firm based in Nashville, shares his journey from working in middle market PE to starting his own firm. He and Craig discuss why he chose the entrepreneurial path over a traditional partnership track. And they explore common misconceptions about private equity, the importance of finding founders who want true partners, and how institutional backing can help scale businesses effectively. Matt also reveals his "say-do ratio" philosophy and offers practical advice for entrepreneurs on removing themselves from unnecessary meetings to focus on strategic growth. Explore the full episode page to watch a video or read a transcript of the full interview: https://caberhill.com/podcast/mathew-pettit-seven-hills-capital-healthcare-services-investing

    33 min

  4. 11/06/2025

    Lee Edwards: Growing The Greenery, Inc.

    Text us your feedback, ideas, or topics you’d like to see in an upcoming show. Join host Craig Castelli as he sits down with Lee Edwards, President and CEO of The Greenery, a thriving commercial landscaping company with branches across the Southeast. Lee shares his journey from joining his parents' business in his twenties to building a growth-focused organization that prioritizes employee development and retention. Discover how The Greenery transitioned from an ESOP to partnering with outside investors, their strategic approach to acquisitions versus organic growth, and why treating employees as assets rather than costs has been key to their success in the competitive landscaping industry. Explore the full episode page to watch a video or read a transcript of the full interview: https://caberhill.com/podcast/lee-edwards-the-greenery-inc-hilton-head

    36 min

  5. 10/30/2025

    David Ogurek: M&A Due Diligence and Analysis

    Text us your feedback, ideas, or topics you’d like to see in an upcoming show. In this episode, Craig sits down with Dave Ogurek, Director at Caber Hill Advisors and the firm's first full-time hire. Dave shares his journey from corporate finance roles at manufacturing and PepsiCo to due diligence work in the audiology space, and how these experiences prepared him for investment banking. He discusses the importance of preparing businesses for sale, shares a memorable due diligence horror story, and explains his role as a Certified Valuation Analyst (CVA). Now based in Phoenix, Dave talks about building Caber Hill's presence in that market and offers valuable insights for business owners considering an exit strategy. Explore the full episode page to watch a video or read a transcript of the full interview: https://caberhill.com/podcast/david-ogurek-director-m-and-a-due-diligence-and-analysis

    30 min

  6. 10/23/2025

    Dr. Pete Smidt: Driving Big Growth at Smalltown Dental

    Text us your feedback, ideas, or topics you’d like to see in an upcoming show. In this episode of The Close, Craig interviews Dr. Pete Smidt, founder of Smalltown Dental, about his rapid expansion during COVID-19 when he grew from two to eight practices in just one year. Pete shares the challenges of managing multiple office cultures, dealing with staff challenges, and building leadership teams while acquiring multiple practices. He discusses his strategic shift toward de novo development, his doctor ownership model that offers work-life balance and investment opportunities, and the importance of having a clear vision beyond just profits. Pete emphasizes that money motivates short-term but vision inspires long-term success in multi-site growth. Explore the full episode page to watch a video or read a transcript of the full interview: https://caberhill.com/podcast/dr-pete-smidt-smalltown-dental

    19 min

  7. 10/16/2025

    Josh Gammon: Litigation Funding & IP Advisory

    Text us your feedback, ideas, or topics you’d like to see in an upcoming show. In this episode of The Close, Craig and Josh Gammon discuss the growing litigation funding market and how Wealth Docket, a litigation funding company that Josh co-founded, focuses on complex commercial and patent litigation for individual claimants and small law firms. The conversation covers the challenges of valuing intellectual property, distinguishing between assets with true standalone value versus those only valuable within a business context. Josh emphasizes the importance of client service and shares entrepreneurial advice about balancing confidence with accountability when building a business. Explore the full episode page to watch a video or read a transcript of the full interview: https://caberhill.com/podcast/josh-gammon-wealth-docket-litigation-funding-ip-advisory

    38 min

  8. 10/09/2025

    Craig Checks In: Thoughts on FanMail Questions from Listeners

    Text us your feedback, ideas, or topics you’d like to see in an upcoming show. In this solo episode of The Close, Craig Castelli tackles listener questions covering timely M&A topics. He discusses how the government shutdown impacts SBA financing and government contractor deals, explains reverse due diligence strategies for sellers to properly vet potential buyers, and breaks down the value of conducting sell-side quality of earnings reports. Craig provides practical insights on evaluating rollover equity offers, checking buyer references, and understanding when professional financial analysis is worth the investment. This Q&A format delivers actionable advice for business owners navigating the complexities of selling their companies in today's market environment. Explore the full episode page to watch a video or read a transcript of the full interview: https://caberhill.com/podcast/craig-checks-in-government-shutdown-reverse-due-diligence-sell-side-quality-of-earnings-report

    28 min
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5
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2 Ratings

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Exploring the art and science of deal-making with host Craig Castelli. 

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