Smart Business Dealmakers is the CEO's M&A playbook. We interview the entrepreneurs doing deals, the private equity, 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.
Cindi Englefield, Owner of Englefield Business Advisors
After Cindi Englefield sold Show What You Know Publishing, a company she grew from her dining room table, she became a business adviser, helping small business owners with — among other things — selling their business. In this conversation, Englefield, who now leads Englefield Business Advisors, shares her inside/outside experience of the sale process — from what she’s seen working with owners she’s advised to her own personal experience.
Greg Skoda, Senior Partner at Marcum
Greg Skoda is a senior partner at Marcum, an accounting and advisory firm that represents a lot of SPACs — possibly the most in the U.S. right now. In this interview, Skoda covers SPAC fundamentals: What they are, why they’re suddenly so popular, and what sellers and investors should know about them. If you’re looking to get oriented to what exactly all the SPAC fuss is about, this is an excellent place to start.
Eric Johnson, Dean of Vanderbilt University Owen Graduate School of Management
While Nashville is known as the Music City, it’s also home to one of the nation’s top private universities: Vanderbilt. With a vibrant business school, Vanderbilt’s alumni are well-entrenched in the region’s business community. Eric Johnson, dean of the university's Owen Graduate School of Management, shares his thoughts on how Vanderbilt is working with the regional dealmaking community and how that community is supporting the school.
Mark Guterman and Martin McCormick of FNB
What’s the state of M&A financing post-COVID? One thing is for certain: Deals are being funded. Mark Guterman, managing director of loan syndications for First National Bank, and Martin McCormick, managing director and head of FNB Mezzanine Finance for F.N.B. Corp., discuss what’s changed, what hasn’t, and what dealmakers can expect to see in different capital stacks for the second half of 2021 and into 2022.
Sreekar Gadde, Executive Director of Blue Tree Angels
Intellectual property is a valuable asset, especially in a venture’s earliest stages. But what BlueTree Allied Angels’ Executive Director Sreekar Gadde tends to see is early-stage companies viewing IP as an investment tool, rather than a strategic tool, which means they are grabbing patents without much consideration for why. In this conversation, Shree talks about a better way to treat IP.
Stephen Kindler, CEO of National Fitness Partners
National Fitness Partners has been a family business since forever. Back in its earlier days, Stephen Kindler helped out by scrubbing hot tubs and cleaning locker rooms. Today, he’s the president and CEO, helping guide the now-PE-backed company from the 10 locations it had back in 2016 to the nearly 100 it has today. We talked with Stephen about the progression of the family business, choosing and adapting to a PE partner, and how dealmaking during the pandemic compares to pre-COVID transactions.