The Capital Table

In Part 2 of this series, Steve Brady, Market Leader of Transaction Advisory at Withum, welcomes back Joe Ehrlich, National Practice Leader of Private Equity, Family Office, and M&A, and John Kerns, Executive Managing Director for the Northeast Region—both of Brown & Brown. Steve, Joe, and John discuss the current state of the RWI market as it comes to coverage for cyber.

In Part 1 of this two-part series, Steve Brady, Market Leader of Transaction Advisory at Withum, sits down with Joe Ehrlich, National Practice Leader of Private Equity, Family Office, and M&A, and John Kerns, Executive Managing Director for the Northeast Region—both of Brown & Brown. Together, they explore the evolving role of cyber insurance and its growing impact on deal-making. 

In this episode of The Capital Table, Steve Brady, Market Leader of Transaction Advisory at Withum, speaks with Travis Loomis, Senior Manager and M&A Advisory Lead at Withum, as a follow-up to their recent pavilion session at DealMAX 2025. Steve and Travis discuss how operating partners go beyond the basics to unlock growth potential, such as driving revenue expansion, enhancing customer experiences, and enabling digital transformation.

In part three of this mini-series, Steve and Paul talk about how the current state of the deal market has impacted due diligence, as well as provide strategies for navigating the current state of affairs the market is in.

In this three-part series, join Steve Brady, Partner and Market Leader of Transaction Advisory at Withum, and guest Paul Marino, Partner at Sadis & Goldberg, as they discuss the state of affairs in the M&A world.In part two, Steve and Paul discuss an overview of financing considerations, political factors, and human capital in M&A.

In this three-part series, join Steve Brady, Partner and Market Leader of Transaction Advisory at Withum, and guest Paul Marino, Partner at Sadis & Goldberg, as they discuss the state of affairs in the M&A world.In part one, Steve and Paul discuss the key economic and market-specific challenges in the current M&A space.

In part 2 of this series, Steve Brady, Market Leader of Transaction Advisory and Kevin Bodnar, Head of Investment Banking at Withum, discuss positioning your business for a successful sale.

In this episode of The Capital Table, Steve Brady, Market Leader of Transaction Advisory at Withum is joined by Mike Ritchie, Transaction Advisory Senior Manager to discuss an overview of healthcare M&A.

In part 1 of this two-part series, Steve Brady, Market Leader of Transaction Advisory and Kevin Bodnar, Head of Investment Banking at Withum, discuss the steps necessary in taking family-owned businesses to market.

In this two part series, Steve Brady, Market Leader of Transaction Advisory and Travis Loomis, Advisory Lead of Operations & Supply Chain, take a deep dive into post-close integration and why it is so important.

In this two part series, Steve Brady, Market Leader of Transaction Advisory and Travis Loomis, Advisory Lead of Operations & Supply Chain, take a deep dive into post-close integration and why it is so important.

Join Steve Brady, Market Leader of Transaction Advisory at Withum, and Joe Holman, Practice Leader of ESG Services at Withum, as they explore the tactical benefits of ESG in due diligence.

Join Steve Brady, Market Leader of Transaction Advisory at Withum, and Joe Holman, Practice Leader of ESG Services at Withum, as they deeply dive into the importance of ESG to dealmakers in the M&A world.

On this episode, join Steve Brady, Market Leader of Transaction Advisory at Withum, and John Schrumpf, Transaction Advisory Manager, as they discuss key areas of due diligence for technology companies.

On this episode, join Steve Brady and Travis Loomis as they discuss supplier collaboration and how it compares to other supplier relationship topics they've covered in previous episodes.

In this episode, our host Steve Brady is joined by Withum's very own Bill Morrison, Partner, and Christina Giorgio, Senior Associate. Bill and Christina take a deep dive into the importance of investigative due diligence and why it matters.

On this edition of The Supply Chain Fast Five, join Steve Brady and Travis Loomis as they discuss supply chain visibility. Travis provides a deep dive into supply chain visibility, which is the ability to track components and finished goods as they move through the supply chain.

Join Steve Brady as he is joined by Withum's Edward Keck, Jr., Market Leader of Cyber and Information Security Services, as they discuss the importance of cybersecurity.

In this episode, Steve Brady and Travis Loomis discuss supply chain network optimization and why it's important.

On episode 2 of The Supply Chain Fast Five, join Steve Brady and Travis Loomis as they discuss Production Costing.

Join Steve Brady as he is joined by Michael Okaty, Partner at Foley & Lardner, as they discuss the current day dynamics and the impacts on the M&A Market.

On this edition of The Capital Table, Steve Brady, and Travis Loomis, introduce a new series on Operations and Supply Chain Consulting titled "The Supply Chain Fast Five". Join Steve and Travis as they discuss topics of inventory management and risk assessment as it applies to operations and supply chain.

Join Steve Brady as he is joined by Withum's Joe Holman, Principal & Practice Leader of ESG Services, to discuss the timely topic of ESG. 

In this episode, join Steve Brady as he interviews Withum's Marci Taylor, JD, Principal, on M&A activity in the legal profession.

In this episode, join Steve Brady as he interviews Withum's very own Francois Moller, Partner, Transaction Advisory Services and Walter Merkas, MBA, on the steps necessary when preparing a business for sale. 

Join Withum's Steve Brady as he interviews Paul Marino, Partner of Sadis & Goldberg LLP Financial Services and Corporate Groups, as they do a deep dive into independent sponsors, and share their perspective on what they are seeing in the deal-making community. In addition, they cover the challenges that they are facing in a shifting landscape.

With an everchanging technological world, it is crucial to stay on top of the many cyber threats that exist.In this episode, Matt Ferrante, Market Leader of Withum's Cyber and Information Security Services Team and a former top Electronic Crimes expert for the United States Secret Service, reflects on the current attack surface and how to remain aware of cybersecurity.

Over the past few years, IT Due Diligence has become more and more prevalent as the pace of technological transformation has increased. Join Withum's Steve Brady as he welcomes special guests Daniel Cohen-Dumani, Partner and Market Leader of Digital and Technology Transformation, and Max Herve, Lead Consultant of Digital and Technology Transformation as they discuss the importance of IT Due Diligence and best practices working with tech systems such as Office 365.

Listen in as Withum's Steve Brady interviews Tom Angell, partner and practice leader for Withum's Financial Service Group, on the latest trends and the key findings from the 2020 Private Funds CFO: Fees and Expenses Survey.

The pandemic continues to create uncertainties around the economy, but adaptable buyers and sellers are still transacting. On this episode, listen in as our guest speakers, Adam Calisoff, Partner, Ice Miller and Gary Anderson, Partner, Seward and Kissel break down deal trends and considerations to reduce risk and get ahead.

In the wake of the COVID-19 pandemic, it is evident that the most prominent “essential” industry in the spotlight is healthcare M&A. Whether you are in the healthcare industry or not, understanding the impact of reimbursement rates and other issues within the COVID-19 environment is key. Tune in to Steve Brady, Partner and Leader of Transaction Advisory Services and Domenic Segalla, Principal and Market Leader of Healthcare Advisory as they weigh out the risks and impacts the Health care industry has faced during a global pandemic.

The COVID-19 pandemic has forced the fundamental drivers of business to shift exponentially. With revenue dynamics, cost structures and working capital being just three of many affected factors, it is essential to keep tabs on these unprecedented changes.Join Steve Brady, Partner and Leader of Transaction Advisory Services and Francois Moller, Partner, Transaction Advisory Services as they dig deep into how these revolutionary changes are pivoting business models.

Lenders state they are open for business, but what categories of lenders are getting deals done and how are they navigating during the pandemic. Join guest speakers Stephen Lewis, Managing Director of Capstone Headwaters and Mark Birkett, Partner, Debt Advisory of Livingstone Partners as they touch on the state of the debt markets and the impact of the current election.

The pandemic has changed the threat landscape of every organization, regardless of what your business does. If you're in business - you're a target for a cyberattack. And if you're considering a merger or acquisition, understanding the cybersecurity posture of your acquisition target is a must.In this episode, Matt Ferrante, partner in charge of the Withum's Cyber and Information Security Services Team (a former top Electronic Crimes expert for the United States Secret Service), reflects on the current attack surface, explains three pillars of data the attackers are after and shares his experience and insights for buy-side and sell-side acquisitions.