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.
David Dunstan, Managing Director of Citizens M&A Advisory
Citizens Financial Group has released its 2023 M&A Outlook, its annual survey of 400 leaders at U.S. middle-market companies and private equity firms. David Dunstan, managing director in the Citizen's M&A Group, talks about the results — that despite some caution because of macroeconomic uncertainty, pre-pandemic norms are the expectation in the 2023 M&A environment — and what that could mean for both sellers and buyers.
Dr. Patrick Hines, Founder & CEO of Functional Fluidics
Dr. Patrick Hines is CEO and Founder of Functional Fluidics, a company that has developed a testing platform that can assess the health of red blood cells. The company recently raised a $3.1 million bridge round and, at the time of this interview, was in the process of working to secure a Series A that would help it expand its reach into the market. Dr. Hines shares the story of his mission to develop the diagnostic tools to help people with serious health conditions resulting from abnormal red blood cell function receive the right care.
Thomas Goodmanson, CEO of Calabrio
Thomas Goodmanson has been with Calabrio essentially from the start. From its spinout the maker of customer support software has been acquired twice and grown exponentially in both headcount and revenue. And with its recent acquisition by Thoma Bravo, it's looking to step even harder on the accelerator. Thomas talks about the experience of bringing on a financial partner and the differences and similarities the second time around.
Keith Campbell, Senior Partner with West Monroe
West Monroe Senior Partner Keith Campbell stops by to talk about The Future of Diligence in Private Equity, which just happens to be the title of a report he recently co-authored. Highlighting survey findings from 100 U.S. PE companies, it explores the shifts in diligence approach that move away from identifying risk to identifying opportunity, greater data needs and the application of data analytics tools in a more commonly remote setting. Keith talks about how much progress has been made toward these changes as well as what middle-market companies headed toward a process should expect from this new diligence approach.
Chuck Morton, Partner with Venable
Venable Partner Chuck Morton has been recognized for decades as one of best middle-market deal lawyers in the United States. During his time as an M&A attorney, he’s seen business leaders make some excellent choices and some not-so-brilliant decisions. He sat down with the Dealmakers Podcast to elaborate on both and provided specific examples.
Jared Paquette, Founder & Managing Partner of Conanicut Capital
After 20 years of working in PE at different firms, Jared Paquette has stepped out on his own, launching Conanicut Capital. Targeting the lower-middle-market, his aim is to deploy patient capital at founder-led businesses to help them grow. He talks about launching the firm, the first deal and how the process of getting capital backing for the firm affected how he looks not just at deals, but his own business.
Ralph Della Ratta
Solid interview, excellent questions and responses. Interviewer is a real pro.
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