Podcasts about Corporate development

Play Episode Listen Later Feb 5, 2026 21:13

Darren Blasutti, VP of Corporate Development for Minera Alamos, joins the podcast today to provide his corporate editorial comments on Pan now being fully integrated into the Minera portfolio. The onboarding happened sooner than originally anticipated. We walk through the moving parts of the integration, the optimization works happening at Pan, and a walk-through of their production and costs guidance recently published by the company.

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Sitka Gold Continues to Expand its its RC Gold Project in Yukon

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Play Episode Listen Later Jan 29, 2026 14:14

Mike Burke, VP of Corporate Development for Sitka Gold, joined MSD during the Roundup Conference this week to discuss the exploration success of the company at its RC Gold project in Yukon. Mike has known about this project for many years. He shares the story of how it is now getting the attention it deserves and what the strategy is for 2026 while new results from the previous campaign continue to flow into the market.

Sitka Gold - Rhosgobel Discovery Now Confirmed 1.1KM Of Mineralization, 60,000 Meters Planned in 2026

The Heart of Healthcare with Halle Tecco

Play Episode Listen Later Jan 27, 2026 13:30

In this episode, I welcome back Mike Burke, Director and Vice President of Corporate Development at Sitka Gold (TSX.V: SIG | OTCQB: SITKF | FRE:1RF), for a deep dive into the final results of the 2025 drill season and a look ahead at the company's major 2026 drill plans. Following the January 22nd news release, the team has now confirmed mineralization across the entire 1.1-kilometer strike length at the Rhosgobel discovery, part of their flagship RC Gold Project in the Yukon. Key Discussion Points: Rhosgobel Strike Consistency: Confirmation that mineralization is now proven over a 1.1km footprint and remains open in all directions and at depth. The Maiden Resource Estimate: The timeline for the initial MRE, expected to be released ahead of PDAC in Q1 2026. The Tungsten Advantage: How the inclusion of tungsten trioxide as a critical mineral byproduct could "smooth out" the grade and add significant byproduct value. 2026 Exploration Strategy: Details on the upcoming 60,000-meter drill program, including expansion at Rhosgobel and testing high-priority targets like Blackjack and Saddle. If you have any follow up questions for Mike please email me at Fleck@kereport.com. Click here visit the Sitka Gold website to learn more about the Company - https://sitkagoldcorp.com/ ------------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report - https://kereport.substack.com/ Shad's Substack - https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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Building the Largest Health Data Ecosystem in the US | Datavant CEO Kyle Armbrester

Play Episode Listen Later Jan 26, 2026 41:56

It has been said that we don't have “big data” in healthcare, but instead a large amount of “small data.”In this episode, Halle speaks with Kyle Armbrester, CEO of Datavant and former CEO of Signify Health (acquired for $8B), about why healthcare data still moves the way it did decades ago and what it will take to modernize it at scale. Kyle reflects on building and leading large health tech companies and explains how fixing data flow could reduce administrative waste, improve security, and make care easier for patients and providers alike.We cover:Why healthcare billing still happens after the fact and how that fuels administrative wasteHow missing data standards led to fax-based workflows and brittle systemsWhy healthcare data is such an attractive target for cyberattacksHow clinical data can be shared digitally without being owned or resoldLeadership lessons from scaling companies through IPOs and acquisitions—About our guest: Kyle Armbrester is Chief Executive Officer of Datavant, a healthcare data platform company with a mission to make the world's health data secure, accessible, and actionable. Datavant operates the largest and most diverse health data exchange in the U.S., connecting more than 70 percent of the 100 largest health systems, all U.S. payers, and 300 plus real world data partners.Previously, Kyle served as CEO of Signify Health, where he led more than 200 percent revenue growth, took the company public in 2021, and guided its acquisition by CVS Health in 2023 for approximately $8 billion. He later served on the CVS Health executive management team, overseeing healthcare delivery strategy and interoperability.Earlier in his career, Kyle was Chief Product Officer and Head of Corporate Development at athenahealth, where he helped scale revenue from $320 million to $1.2 billion and launched the company's partnership marketplace. Kyle has served on multiple healthcare boards and holds an MBA and AB from Harvard University.—Chapters:00:01:20 Introduction to Kyle Armbrester and his journey in healthcare00:03:58 The impact of Athena Health on healthcare innovation00:06:20 Datavant: Revolutionizing health data interoperability00:08:15 The role of Datavant in reducing administrative burden00:12:20 Understanding Datavant's value proposition across stakeholders00:14:00 Consumer products and data accessibility at Datavant00:18:25 The scale and impact of Datavant in healthcare00:19:35 Cybersecurity challenges in healthcare data management00:23:57 Bridging the gap in healthcare regulations00:26:13 Unlocking the value of untapped healthcare data00:29:25 Challenges of value-based care models00:33:23 The reality of being a CEO in healthcare00:37:00 Navigating IPOs vs. Acquisitions00:39:44 Innovating healthcare incentives for better outcomes—Pre-order Halle's new book, Massively Better Healthcare.—

Americas Gold & Silver (TSX:USA) - Executing on Growth Strategy Across Idaho Silver Complex

Play Episode Listen Later Jan 26, 2026 16:21

Interview with Oliver Turner, Corporate Development of Americas Gold & Silver Corp.Our previous interview: https://www.cruxinvestor.com/posts/americas-gold-silver-tsxusa-acquires-us65m-crescent-mine-raises-us115m-8579Recording date: 23rd January 2026Americas Gold & Silver has delivered a remarkable operational turnaround, achieving 2.65 million ounces of silver production in 2025 - the highest output in 20 years and the highest grade at its flagship Galena mine in two decades. This represents a 52% year-over-year production increase, demonstrating the effectiveness of new management's operational improvements since taking control in October 2024.The company recently completed a transformative $130 million acquisition of the Crescent Silver Mine, located just nine miles from Galena. Crescent features a resource exceeding 20 million ounces at over 600 grams per ton - double Galena's current mining grade. The proximity enables significant synergies, with ore from Crescent feeding directly into Galena's existing mill infrastructure. Management has already reduced power costs at Crescent from 65 cents to 5 cents per kilowatt-hour and plans to invest $20-25 million in development during 2026, with production expected to ramp through 2027-2028.Executive Vice President Oliver Turner emphasized the company's execution-focused approach: "We just got to execute on what we say we're going to do and deliver, deliver, deliver. That's what we've started to do already at Americas Gold and Silver and will continue to do in the years ahead."Looking ahead, the company plans an unprecedented exploration campaign with 15-20 drills across its asset base in 2026. Recent discoveries include the high-grade 34 vein at Galena, which intersected 983 grams per ton silver with an expanded conceptual target of 6-7 million ounces. The exploration potential extends to Cosala in Mexico, where seven outcropping targets remain untested.Strategically, Galena operates as the largest active antimony mine in the United States, producing continuously since 1942. With new offtake contracts effective January 2026 providing payment for all byproducts and antimony designated as a critical mineral priority, the company offers unique exposure to both precious metals and strategic materials. Backed by over 60% institutional ownership and robust capitalization, Americas Gold & Silver combines operational execution with significant growth catalysts across production, exploration, and strategic mineral positioning.View Americas Gold and Silver's company profile: https://www.cruxinvestor.com/companies/americas-gold-silver-corporationSign up for Crux Investor: https://cruxinvestor.com

Sitka Gold - Expands RC Gold With New Discoveries, 2026 Major Drilling Plans

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Play Episode Listen Later Jan 21, 2026 20:39

In this company update, we sit down with Mike Burke, Director and Vice President of Corporate Development at Sitka Gold (TSX.V:SIG | OTCQB:SITKF | Frankfurt:1RF), to recap a transformative 2025 and look ahead to an even larger 2026 drill program. Key discussion points include: 2025 Resource Growth at Blackjack - Resource expansion to over 2 million ounces of gold across indicated and inferred categories, with improving grades and strong market response. Rhosgobel Discovery & Expansion - Over 12,000 meters drilled, nearly 1 km of mineralized strike defined, surface exposure, and significant gold-tungsten association. New High-Grade Zones Identified - Early-stage but encouraging results from Bear Paw, Contact, and Pukelman zones, demonstrating the broader potential of the RC Gold system. Aggressive 2026 Drill Program - Plans for ~60,000 meters of drilling aimed at defining scale, supporting new resource estimates, and advancing toward economic studies. De-Risking the Project - Ongoing metallurgical testing, environmental baseline work, and infrastructure advantages that support long-term development. If you have any follow up questions for Mike please email me at Fleck@kereport.com. Click here visit the Sitka Gold website to learn more about the Company - https://sitkagoldcorp.com/ ------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report - https://kereport.substack.com/ Shad's Substack - https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

A Founder's Guide to Lean M&A Strategy with Christian Hassold

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Play Episode Listen Later Jan 19, 2026 76:10

Christian Hassold, Senior Vice President of Corporate Development and Strategic Partnerships at Wpromote x Giant Spoon Christian has been on both sides of M&A as a serial founder and corporate development leader. In this episode, Christian shares his hard-earned lessons about culture as the ultimate deal-breaker in M&A. He breaks down the subtle red flags that founders miss when evaluating acquisition targets, explains why he interviews employees before talking to investors, and shares the fascinating story of acquiring a competitor that was shutting down—where culture assessment made all the difference. Christian also introduces his 5-pillar lean M&A framework and explains why "commit to close" doesn't mean ignoring red flags, but rather cataloging them until you have enough evidence that culture fit is fundamentally broken. Things You'll Learn Why interviewing employees before investors reveals the real culture story—and the specific red flags that signal a deal should stop How to distinguish between fixable cultural friction and fundamental misalignment that will crater post-merger integration The "commit to close" philosophy that balances conviction with cataloging red flags—knowing when three strikes means you walk away _____________ Buyer-Led M&A™: The Framework is Now Available Traditional M&A is broken. Buyers chase auctions. Sellers control the process. It's reactive, inefficient, and exhausting. After 300+ episodes of M&A Science, I've taken insights from the world's top corp dev leaders and distilled them into a practical framework for taking control of your M&A pipeline—how to source deals directly, build relationships earlier, and stop being auction-chasers. If you'd like to build a proactive M&A program that founders actually want to engage with, you can grab your copy. https://dealroom.net/resources/ebooks/buyer-led-m-a-tm-the-framework _____________ This episode is sponsored by DealRoom! Turn your chaos into control. Tired of chasing updates across spreadsheets and email threads? Discover how DealRoom helps corporate development teams bring order to M&A.

Flexible Warehouse Automation and the Future of Fulfillment

The New Warehouse Podcast

Play Episode Listen Later Jan 19, 2026 40:43

In this episode of The New Warehouse Podcast, Kevin Lawton welcomes Gina Chung, Vice President of Corporate Development at Locus Robotics, for a wide-ranging conversation on how warehouse automation is evolving and why flexibility has become a defining requirement for modern fulfillment operations. With more than a decade of experience leading innovation initiatives at DHL before joining Locus, Chung brings a unique perspective shaped by firsthand exposure to large-scale warehouse environments. The discussion explores how automation adoption has matured, why rigid systems no longer fit today's supply chains, and how Locus is approaching the next phase of robotic fulfillment as the industry looks toward 2026 and beyond.Find more information about our sponsors here: Peak Technologies, Masterplan Communications, TGW Logistics, YMX Logistics Learn more about The Brecham Group here. Follow us on LinkedIn and YouTube.Support the show

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Inside America's Critical Minerals Revival - Bizarro World 343

Bizarro World

Play Episode Listen Later Jan 13, 2026 38:27

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor's Note: Energy Fuels, discussed below, is one of the stocks that will save America. Rick Rule and I discussed several more in this video: https://bit.ly/4riWDVN These critical minerals stocks are exploding higher as the Trump administration takes direct stakes in them and expedites permitting. We are taking the video down November 26th before the Thanksgiving holiday, so make sure you watch it now: https://bit.ly/4riWDVN—NickThe free version of the 343rd episode of Investing in Bizarro World is now published.Every now and then I have a conversation that reminds me just how quickly the world is changing, and how few people actually understand what's coming.My recent discussion with Curtis Moore, Senior VP of Marketing and Corporate Development at Energy Fuels (NYSE: UUUU)(TSX: EFR), was one of those moments.I've known Curtis for over a decade — since back when he was manning booths at the New Orleans Investment Conference and uranium was a four-letter word. We've both been around long enough to see cycles come and go. But the world we're moving into now is different. Faster. More strategic. And for Energy Fuels, more promising than at any point in its history.Curtis didn't even get out elk hunting this year. Not because the season was bad, but because things are moving that quickly in Washington, D.C., and he's been traveling there so frequently in light of the Trump administration's nuclear and critical minerals push. (See the stocks on Washington's buy list here, which includes Energy Fuels)The first thing Curtis and I dug into was Pinion Plain, their flagship uranium project in northern Arizona. The mine is outperforming every early model they ever had: higher grades, lower costs, and thicker zones. Energy Fuels is producing uranium from Pinion Plain for roughly $23 to $30 per pound, a low-cost profile when spot prices are hovering in the mid-$70s. And it's not a small trickle of production either. They're pulling two to two-and-a-half million pounds per year out of that shaft, feeding their White Mesa mill for months at a time. In a uranium market where most projects are theoretical, this one is not only real, but expanding. The company hasn't published new resource numbers, but you can read between the lines that Pinion Plain is far bigger than the conservative three-million-pound figure that's been sitting on the books.Once the ore leaves Arizona, it heads to White Mesa in Utah — the only operating conventional uranium mill in the United States. That alone would make Energy Fuels a strategic asset. But White Mesa is much more than a mill. It's becoming one of the only integrated rare earth separation facilities outside of China. And unlike MP Materials (NYSE: MP), which can only handle the light side of the rare earth spectrum, Energy Fuels' monazite and xenotime feedstock contains the heavies — dysprosium, terbium, yttrium — the ones most critical to defense, robotics, EV motors, and permanent magnets.Curtis disclosed that they've already produced 40 to 50 kilograms of high-purity dysprosium oxide and are on the cusp of producing terbium. He also said something that should have woken up anyone still half-listening: Energy Fuels is the only U.S. company producing heavy rare earth oxides today. That alone puts them in a geopolitical category that few investors understand. Washington does.Which brings us back to Curtis' calendar. Energy Fuels hasn't just been meeting with federal agencies; they've been showing up with real materials in hand — actual kilograms of finished product. In a sea of thousands of theoretical critical mineral proposals, most of which will never be mines, that puts Energy Fuels in rare company. It's no coincidence that the Trump administration approached them, unprompted, to place its Roca Honda project on the Fast-41 permitting dashboard. Curtis believes the project could be fully permitted within a year. Bullfrog and two more breccia pipes are next in line.Continue reading: https://dailyprofitcycle.com/market-commentary/inside-americas-critical-minerals-revival-bizarro-world-343/0:00 Introduction3:48 Uranium Production from Pinyon Plain11:04 White Mesa Mill: The only operating conventional uranium and rare earth mill in the United States19:37 Rare Earth Pipeline: Donals, Toliara, Bahia23:27 Critical Mineral Support from Trump Administration 31:24 Radioactive Medical Isotopes: The Alpha ParticlePLEASE NOTE: There are now two versions: 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/3KgejR72. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.

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Selling Your Business the Right Way: Timing, Buyers, and Value with Gregg Schor (Ep. 191)

Retire Right

Play Episode Listen Later Jan 7, 2026 27:03

Selling a business is one of the biggest financial decisions an owner will ever make, and the right preparation can shape both the outcome and the next chapter of life. In this episode, Larry Heller, CFP®, CDFA®, speaks with Gregg Schor, CEO of Protegrity Advisors, about what business owners need to understand before entering the mergers and acquisitions process. Gregg shares practical, experience-based insights into how different buyer types approach transactions and how sellers can position themselves well ahead of a sale to improve both financial and non-financial outcomes. Together, they walk through the typical Mergers & Acquisitions timeline and key decision points business owners should be prepared to navigate from early planning through closing. Gregg discusses: The different types of buyers in today's market, including strategic buyers, private equity firms, and family offices How seller goals influence deal structure, timing, and buyer fit The role of cash at closing, earnouts, and rollover equity in a transaction Why the best time to consider selling is often when the business is performing well What preparation really looks like, from financials and contracts to reducing owner dependency How the M&A process typically unfolds, from early planning through closing And more Connect with Gregg Schor: Protegrity Advisors LinkedIn: Gregg Schor gschor@protegrityadvisors.om (631) 285-3172 Connect with Larry Heller: (631) 248-3600 Schedule a 20-Minute Call Heller Wealth Management LinkedIn: Larry Heller, CFP®, CDFA®, CPA YouTube: Retirement Unlocked with Larry Heller, CFP® About Our Guest: Gregg Schor is the CEO of Protegrity Advisors and has over 25 years of experience managing mergers and acquisitions, corporate development, legal, and human resources for companies of all sizes in a wide range of industries. He has previously held senior management positions at companies that have been acquired by IBM, Microsoft, and EMC, including Deputy and General Counsel, Senior Vice President of Corporate Development, Senior Vice President of Human Resources, and Director of European Operations. As a result, he brings a very unique perspective to Protegrity clients, having been on all sides of M&A transactions and in a variety of roles. Over the years, he has developed an extensive network of national and international relationships with public and private companies, private equity firms, family offices, search funds, and serial entrepreneurs, looking for businesses to acquire. He is on the boards of the Exit Planning Institute and the Alliance of Merger & Acquisition Advisors, and is a member of the Exit Planning Exchange (Long Island Chapters). Gregg received a J.D. from St. John's University School of Law and a Diploma on International and Comparative Law for study in Russia and Poland from the University of San Diego School of Law. He also completed the Mergers and Acquisitions Executive Education Program at the Wharton School of the University of Pennsylvania and the Certificate Program in Family Business Leadership and Governance from Cornell University.

Sitka Gold - Drill Results and 60,000 Meters of Drilling In 2026: Expanding Gold Area By 400 Meters

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Play Episode Listen Later Jan 7, 2026 16:28

In this KE Report company update, I'm joined by Mike Burke, Director and Vice President of Corporate Development at Sitka Gold (TSX.V:SIG | OTCQB:SITKF | Frankfurt:1RF), to discuss new drill results from the Rhosgobel area and outline a big exploration year ahead at the RC Gold Project in Yukon. Recent drilling continues to increase the scale and continuity at Rhosgobel, while the company prepares for a 60,000 meter fully funded drill program in 2026 aimed at better defining the size and economics of the broader Clear Creek Intrusive Complex. Key discussion points include: Rhosgobel Growth - New results from 11 holes expand the mineralized zone to ~975 meters along strike, with the system remaining open in all directions. Depth Potential - Gold mineralization confirmed to ~400 meters depth, with geological analogs suggesting much greater vertical potential. Tungsten Byproduct Opportunity - Encouraging indications of tungsten highlight possible critical-mineral upside. 2026 Drill Program - Up to 60,000 meters of drilling planned, primarily focused on Rhosgobel, with additional targets. If you have any follow up questions for Mike please email me at Fleck@kereport.com. Click here visit the Sitka Gold website to learn more about the Company - https://sitkagoldcorp.com/ -------------------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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Kevin Shtofman - How AI Is Powering the One-Person Real Estate Business

REL Freedom Podcast

Play Episode Listen Later Jan 1, 2026 28:59 Transcription Available

In this episode, we sit down with Kevin Shtofman, a seasoned corporate development leader and AI-driven real estate innovator who serves as the Global Head of Corporate Development at Cheere, a data management company building AI agents exclusively for the real estate industry. With over $3.4 trillion in real estate assets flowing through a patented knowledge-graph-powered platform, he shares how enterprise-level AI is transforming property data, decision-making, and investment strategy. Drawing on experience as a C-suite software executive, he unpacks how he's leveraged AI to build a profitable “one-person” real estate business, the data he uses for free versus what he pays for, real-world AI use cases, and the hard-earned lessons and pitfalls from deploying AI agents over the past 18 months. An accomplished investor, advisor, and global speaker, he offers candid insights on the non-linear path to financial freedom, leadership at scale, and the future of AI in real estate.FOLLOW KEVIN

Wealthion's Best Of 2025: Silver's Early Innings - Silver Mining CEOs on Supply Deficits & Cash Flow

Wealthion

Play Episode Listen Later Dec 26, 2025 40:29

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Building Your M&A Reputation: Why Relationships Beat Transactions Every Time with Andrew Cohen

Play Episode Listen Later Dec 22, 2025 68:16

Andy Cohen, Vice President of Corporate Development at F5 Andy has built a career that proves M&A is fundamentally about relationships, not just transactions. With 30 years of experience and 60 deals closed across high-growth tech companies including Citrix, Acquia, and F5, Andy has cultivated the kind of reputation where every CEO he's worked with will take his call tomorrow. In this conversation, he reveals why zero-sum thinking kills deals, how to convince people to sell without convincing them to sell, and why walking away on principle matters more than closing at any cost. Things you will learn: Why reputation is your most valuable M&A asset The shift from zero-sum to win-enough thinking Learn Andy's approach to using due diligence as the foundation for integration strategy, cultural fit assessment, and long-term value creation. _____________

Revival Gold Drilling Continues at Mercur with PFS Coming in 2026

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Play Episode Listen Later Dec 18, 2025 11:45

Scott Trebilcock, Vice President of Corporate Development and Investor Relations at Revival Gold, discusses the company's current projects, particularly the Marcur Gold Project in Utah. He highlights the ongoing drilling campaign, the significance of the pre-feasibility study planned for 2026, and the potential of the Beartrack-Arnett project in Idaho. The conversation emphasizes the strategic focus on optimizing and de-risking the Mercur project while also exploring future targets and the permitting process.

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Drinks With The Deal: Vertex's Rughani on Corporate Development

The Deal

Play Episode Listen Later Dec 18, 2025 24:33

Vertex head of corporate development Nigel Rughani discusses dealmaking, sourcing and integration strategy on the buy side.

#257: Vern Yu (AltaGas) - Gas Utilities, LPG Markets & Asian Export Opportunities

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Play Episode Listen Later Dec 18, 2025 59:12

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Vern Yu - CEO of AltaGas - a TSX listed midstream & utilities company with a market cap of ~$13 billion. As President and Chief Executive Officer, Vern Yu leads the development and execution of AltaGas' strategy, oversees operations and manages the business and affairs of AltaGas.Vern is an experienced executive with a proven track record of success across the energy infrastructure value chain including within North American Midstream and Utilities markets being AltaGas' core focus areas. Vern joins AltaGas after a successful three-decade career at Enbridge Inc., most recently serving as Executive Vice President, Corporate Development, Chief Financial Officer and President, New Energy Technologies. Prior to that, Vern held various commercial, operational, and financial roles including serving as Executive Vice President, President Liquids Pipelines and as Executive Vice President and Chief Development Officer, where he played a leading role in securing more than $30 billion in new growth projects, completion of major pipe replacement projects, leading entry into new markets, and various acquisitions.Vern holds a Master of Business Administration degree in Finance from the University of Toronto, as well as a Bachelor of Science degree in Applied Science from Queen's University. He previously served as the Vice Chair of the Alberta Cancer Foundation's Board of Trustees and served on the Boards of DCP Midstream, Énergir Inc. and Calgary Economic Development.Among other things we learned about Gas Utilities, LPG Markets & Asian Export Opportunities.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Oilfield Rentals AmbyintBunch ProjectsSupport the show

Vigilance

The Insight by Oaktree Capital

Play Episode Listen Later Dec 15, 2025 26:14

Private credit remains coveted by income-seeking investors, offering attractive yields and low volatility, but the quality of underwriting has recently come under scrutiny. In the latest episode of The Insight: Conversations, Brook Hinchman (Co-Head of North America, Global Opportunities), Christina Lee (Co-Portfolio Manager, U.S. Private Debt), and Matt Pendo (Head of Corporate Development and Capital Solutions) discuss the recent headlines relating to the private credit industry.

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Empowering Beneficiaries Through Consumerism - Gabelli Columbia Business School Healthcare Symposium

Gabelli Radio

Play Episode Listen Later Dec 15, 2025 52:40

This is an excerpt from the 7th Annual Gabelli Columbia Business School Healthcare Symposium, held on November 14th, 2025. Moderator -- Daniel Barasa, Portfolio Manager at Gabelli Asset Management;HealthEquity – Brad Bennion, EVP Strategy and Corporate Development; WEX – Chris Byrd, SVP, Health and Benefits; Aetna – Jill Dailey, VP, Head of Commercial Product ; Oscar Health – Jesse Horowitz, Chief Product Officer;To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • X - https://x.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

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Americas Gold and Silver – Optimization Of The Galena Operations, Acquisition Of The Crescent Silver Mine, The EC120 Mine Ramp Up At Cosalá

Play Episode Listen Later Dec 13, 2025 27:17

Oliver Turner, Executive VP of Corporate Development for Americas Gold and Silver Corporation (TSX: USA) (NYSE American: USAS), joined me for a comprehensive review of the several key optimization initiatives ongoing at their producing 100% owned Galena Complex, located in Idaho, USA; as well as at the EC120 mine at their Cosalá Operations, located in Sinaloa, Mexico. Additionally, we reviewed the news out today regarding the closing of the acquisition of the Crescent Silver Mine located just 9 miles away from their Galena Complex in Idaho. We started off unpacking the multifaceted approach to optimizing their Galena mining complex this year, comprised of 4 shafts and 2 mills currently being underutilized, but setting up for a marked incremental increase in production growth over the next few years. The company has invested big in 2025 in a new fleet of mobile equipment to improve efficiencies and uptime. There is a 2-phase upgrade initiative for the hoist at the No. 3 Shaft, where the motor was upgraded to a larger more powerful one, increasing the amount of tonnes that can be raised each day. Additionally, there is a more advanced breaking system and communication platform that will be implemented in 2026 that will further increase the amount of ore that can be raised and run through the mill for processing. A key shift to from the ‘Cut and Fill' mining method using hand held jacklegs, to a mechanized Long Hole Stoping mining method, which is far more efficient and still quite precise. Grade-driven growth, building upon future mine sequencing following up on the successful exploration at the 034 vein at the 5200 level and the 149 vein at the 4300 level. There is capacity at their 2 mills to accept larger amounts of throughput as mining capacity expands The incorporation of new management and operational personnel, building for the future. Next we discussed the big news out today on December 12, that the Company has closed the acquisition of Crescent Silver, LLC, which owns the Crescent Mine in Idaho. The consideration under the Acquisition is made up of US$20 million in cash and approximately 11.1 million common shares of Americas Gold and Silver. The Crescent Mine is a synergistic addition located just 9 miles from the Galena Complex, and is a fully permitted past producing mine which will be advanced for a restart in 2026. The Crescent Mine will provide a supplementary high-grade source of feed to their 2 mills at Galena, further utilizing processing capacity. The mineralized material at Crescent is very similar to the tetrahedrite material at Galena which contains high grade Silver and significant by-product potential from antimony and copper, which meshes perfectly with their strategy to maximize the production value across all metals. Throughout 2025, there has been very promising metallurgical testing, confirming high recoveries of antimony alongside strong silver and copper recoveries from ore currently being processed. Until recently the company was not getting paid for antimony or copper, but that will be changing in 2026 based on a new off-take agreement signed with Ocean Partners USA Inc. for treatment of up to 100% of the concentrates from the Company's Galena Complex at Teck Resources Limited's Trail Operations in Trail British Columbia; one of the world's largest fully-integrated zinc, lead and critical metals complexes. Next we shifted down to the Cosalá Operations in Mexico, with the operating San Rafael and El Cajon mines, which has been critical to getting the company through tougher markets over the years. The Company is investing in exploration to extend the San Rafael mine, and importantly tunneling over into a new area of the El Cajon mine called the EC120 mine, which will now see increased silver production in the years to come. This brought up the point that this company is one of the few North American silver-focused producers with the objective of over 80% of its revenue generated from silver in the year to come. If you have any questions for Oliver regarding Americas Gold and Silver, then please email those to me at Shad@kereport.com. In full disclosure, Shad is a shareholder of Americas Gold and Silver at the time of this recording, and may choose to buy or sell shares at any time. Click here to follow the latest news from Americas Gold and Silver For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

GR Silver Mining (TSXV:GRSL) - $28M Deployed for Mexican Silver Discovery

Play Episode Listen Later Dec 12, 2025 29:02

Interview with Marcio Fonseca, President & CEO, and Daniel Schieber, VP Corporate Development & Corporate Relations of GR Silver Mining.Our previous interview: https://www.cruxinvestor.com/posts/gr-silver-mining-tsxvgrsl-pitch-perfect-october-2025-8302Recording date: 10th December 2025GR Silver Mining has positioned itself at the forefront of Mexico's silver exploration sector following a transformational 2025 that saw the company secure $17.5 million in financing, bringing total cash to approximately $28 million CAD—the strongest balance sheet in company history. This capital infusion, primarily from institutional investors and experienced Canadian capital markets participants, provides 12-18 months of fully-funded operations to execute an aggressive 2026 exploration program without near-term dilution concerns.The company's San Marcial silver discovery hosts 134 million ounces of silver equivalent resources discovered at industry-leading costs of just 17 cents per ounce, generating approximately five ounces of resources for every dollar invested in drilling. With only 20% of the primary geophysical anomaly tested to date, management plans to more than double historical drilling meterage in 2026, targeting over 36,000 meters with multiple rigs operating simultaneously under a five-year permit covering 46 drill sites. This aggressive approach aims to expand the resource footprint by 600-800 meters along strike while testing parallel zones that could significantly increase the overall resource base.GR Silver's dual-track strategy combines resource growth at San Marcial with pilot plant development at the fully-permitted historic Plomosas mine, creating near-term production optionality while de-risking San Marcial's permitting pathway. The company has identified 21 mining areas at Plomosas requiring no development capital, with existing infrastructure including power, water permits, and tailings facilities that would otherwise represent major capital expenditures and multi-year permitting delays.Toronto analysts indicate in-situ valuations for comparable companies typically range $3-4 per ounce of silver resources, yet GR Silver trades at approximately $1 per in-situ ounce. Located just 40 kilometers from Vizsla Silver's $2.5 billion market cap Panuco project, GR Silver's current valuation is roughly 20 times smaller despite resources one-third the size, suggesting substantial re-rating potential as the company advances toward its first Preliminary Economic Assessment scheduled for 2026 while maintaining top 10 TSX Venture trading status with 6.5-7 million shares daily volume.—View GR Silver Mining's company profile: https://www.cruxinvestor.com/companies/gr-silver-miningSign up for Crux Investor: https://cruxinvestor.com

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How to Score Culture Fit in M&A with Sharon Van Zeeland

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Play Episode Listen Later Dec 8, 2025 59:32

Sharon Van Zeeland, Vice President of Strategy and Corporate Development at Rockwell Automation Sharon brings a unique engineer's perspective to the softest parts of M&A. In this episode, Sharon reveals how Rockwell developed a systematic scoring system for evaluating culture fit during due diligence—complete with numerical rankings across key dimensions like decision-making authority, adaptability, and mission alignment. She also shares unconventional tactics for getting deals across the finish line, from negotiating hunting rights to sponsoring 4th of July parades, and explains why marrying your diligence and integration teams early is the secret to accelerating post-deal value creation. Things You'll Learn How to build a numerical scoring system for culture assessment Why marrying your diligence and integration leaders from day one eliminates knowledge chasms, captures integration costs in your deal model, and helps you reach steady state faster than traditional handoffs Creative negotiation tactics beyond price and terms ____________________ This episode is brought to you by S&P Global. Today's episode of M&A Science is brought to you by S&P Global Market Intelligence. If you're in corp dev or PE, you know the pain — good private company data is hard to come by. Everyone's still chasing clean, reliable, up-to-date data. I started out using CapIQ Pro for public comps, but didn't realize until recently how deep their private company coverage has gotten. Over 58 million private companies, global reach, and actually usable for real deal work. This isn't surface-level. You get real metrics — ownership, financials, funding rounds, even asset-level insights. So if you're still toggling between a dozen tools trying to piece together the picture, maybe it's time to stop guessing and start sourcing better. Learn More Here: https://www.spglobal.com/market-intelligence/en/solutions/products/private-company-data?utm_source=podcast&utm_medium=video&utm_campaign=MAScienceH225 __________________ Buyer-Led M&A™: The Framework is Now Available Traditional M&A is broken. Buyers chase auctions. Sellers control the process. It's reactive, inefficient, and exhausting. After 300+ episodes of M&A Science, I've taken insights from the world's top corp dev leaders and distilled them into a practical framework for taking control of your M&A pipeline—how to source deals directly, build relationships earlier, and stop being auction-chasers. If you'd like to build a proactive M&A program that founders actually want to engage with, you can grab your copy. https://dealroom.net/resources/ebooks/buyer-led-m-a-tm-the-framework _________________ Everything You Need to Learn Modern M&A — In One Membership Access proven templates, frameworks, and real operator insights — all designed to help you learn faster, make smarter decisions, and run Buyer-Led M&A with confidence. Sign up now with promo code "FOUNDER" for 50% off at checkout. https://www.mascience.com/membership __________________ Episode Chapters [00:02:30] From Engineering to Corp Dev – How Sharon's electrical engineering background shaped her analytical approach to evaluating all deal variables, including the unexpected correlation between employee retention and new product introductions. [00:05:30] Owning the Full Lifecycle – Why Rockwell expanded Sharon's role to include strategy, M&A, integration, and venture investing, creating an enterprise-wide view with quarterly reviews and closed-loop learning. [00:08:30] The Cultural Wake-Up Call – The story of how Rockwell acquired a small software company and nearly derailed a customer's drug development timeline because they missed evaluating decision-making authority during diligence. [00:12:00] Building a Culture Scoring System – How Rockwell uses a 50-item survey to create numerical rankings (0-5 scale) across cultural dimensions, then visualizes gaps and similarities in graphs that are "worth a thousand words." [00:19:00] Integration Playbooks by Company Size – Why Rockwell developed separate playbooks for small, mid-size, and large acquisitions, and how they determine whether to leave companies alone, partially integrate, or fully absorb. [00:27:00] Getting Deals Actionable – Sharon's unconventional negotiation stories: securing hunting land rights for a Texas seller, letting an owner keep his beloved company truck, and guaranteeing 4th of July parade sponsorships. [00:38:30] Marrying Diligence and Integration – The shift from waiting until closing to starting integration planning before LOI, including how Rockwell pairs each integration leader with a corresponding person on the target side. [00:46:00] Continuous Learning Through Retrospectives – How Rockwell conducts retrospectives after every deal phase—not immediately after closing, but six months to a year later when they can truly assess what worked. [00:49:00] AI's Impact on M&A – Sharon's perspective on how AI is changing deal flow and diligence processes, plus a cautionary tale about AI hallucinations incorrectly identifying a public company as private. [00:52:00] Data Beyond Financials – Why corp dev leaders should track employee retention rates, promotion rates, new product introduction velocity, and customer complaints as cultural success indicators. Questions, comments, concerns?Follow Kison Patel for behind-the-scenes insights on modern M&A.

The Future of Real Estate Data Management, with Cherre's Global Head of Alliances & CorpDev. Kevin Shtofman

Tangent - Proptech & The Future of Cities

Play Episode Listen Later Nov 25, 2025 52:14

Kevin Shtofman is the Global Head of Alliances and Corporate Development at Cherre, a real estate data platform powering over $3.3 trillion in AUM. With 20+ years of experience across real estate, finance, and consulting, Kevin leads global initiatives to integrate and contextualize data from systems, third parties, and JV partners, helping investors, operators, and asset managers make smarter decisions. At Cherre, he also oversees strategic partnerships, global expansion, and the innovation roadmap. Prior to joining Cherre, Kevin held leadership roles across the industry, including Chief Operating Officer at NavigatorCRE, and Global Real Estate Technology Strategy Lead at Deloitte, where he advised clients on emerging technologies like AI, automation, and blockchain. A recognized voice in real estate innovation, Kevin brings two decades of experience bridging data, operations, and technology across global real estate markets. Outside of work, Kevin is a golf enthusiast, occasional Ironman, and proud father of three daughters.(02:05) - Kevin's Background(05:19) - Challenges in Real Estate Data Management(06:52) - Cherre's Approach to Data Integration(13:48) - Evolution of Cherre's Platform(21:41) - Client Success Stories(24:58) - Future of Real Estate and AI(25:23) - Feature: Blueprint - The Future of Real Estate - Register for 2026: The Premier Event for Industry Executives, Real Estate & Construction Tech Startups and VC's, at The Venetian, Las Vegas on September 22nd-24th, 2026. As a friend of Tangent, you can save $300 on your All-Access pass(29:58) - Introducing Cherre AI Agent Marketplace(33:58) - AI Use Cases(40:06) - The Future of Real Estate Data(42:29) - Affordable Housing and Investment(47:37) - Collaboration Superpower: William Levitt (Wiki) & Larry Brown (Wiki)

Bryan Adams: Building Legacy Through Human-Centred Leadership in the Age of AI

The Wisdom Of... with Simon Bowen

Play Episode Listen Later Nov 24, 2025 80:14

In this episode of The Wisdom Of... Show, host Simon Bowen speaks with Bryan Adams, Co-Founder and CEO of Integrity, one of America's largest insurance and wealth management firms. From his upbringing in a small-town Texas funeral home to building a company that serves millions of families, Bryan shares profound insights on why technology without humanity creates nothing worth remembering, how small-town values scale to billion-dollar operations, and why the myth of being "self-made" is the biggest lie in business. Discover how legacy is operational, not aspirational, and why AI represents the greatest opportunity to amplify human connection at scale.Ready to systematise wisdom into frameworks that scale your business? Join Simon's exclusive masterclass on The Models Method: https://thesimonbowen.com/masterclassEpisode Breakdown00:00 Introduction and the founding principles from a Texas funeral home08:22 Why naming your company "Integrity" holds you accountable every day15:47 The myth of self-made entrepreneurs and the power of inherited principles23:18 How do you meet with every family? The scaling paradox of human connection31:52 Small-town values in billion-dollar operations: big business done the small-town way39:26 The delegation trap: concepts without context and why scale breaks47:15 AI as human amplifier: the opportunity everyone is missing55:38 The trust breach: when automation replaces people instead of amplifying them01:02:43 Legacy Safeguard and why everyone needs to be remembered01:09:17 Recording his parents' story nine days before his father passed01:15:32 The Integrity Foundation and legacy in action01:19:25 Final wisdom: lean into your parents' lives before it's too lateAbout Bryan AdamsBryan Adams is the Co-Founder and CEO of Integrity, leading the day-to-day operations of one of America's largest insurance and wealth management firms. He also serves on the Board of Directors of Integrity.Bryan is the Founder of Legacy Safeguard, LLC, a company dedicated to helping members leave a lasting legacy and be remembered long after they're gone. He's considered one of the nation's leading experts in the Senior Market and speaks frequently across the country about the importance of helping families on one of the most difficult days of their lives.Prior to founding Integrity, Bryan was Vice President of Corporate Development at Directors Investment Group, Inc., where he became the youngest Vice President in the company's history. He has a degree in Business Administration from Texas Tech University. Bryan and his family live in Highland Village, Texas.Connect with Bryan Adams:LinkedIn: https://www.linkedin.com/in/bryan-w-adams-2794b8159/Integrity: http://integrity.com/About Simon BowenSimon has spent over two decades working with influential leaders across complex industries. His focus is on elevating thinking in organisations, recognising that success is directly proportional to the quality of thinking and ideas within a business. Simon leads the renaissance of thinking through his work with global leaders and organisations.Connect with SimonLinkedIn: https://www.linkedin.com/in/simonbowen-mm/ Instagram: https://www.instagram.com/officialsimonbowen/ Website:

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M&A Roundtable Q4 2025 – Reflections and Predictions

Molecule to Market: Inside the outsourcing space

Play Episode Listen Later Nov 21, 2025 73:23

In this episode of Molecule to Market, you'll go inside the outsourcing space of the global drug development sector with: Andrew Gigax, Head of European Pharma Services M&A at William Blair Jennifer Chadwick, Founder and Principal at Jennifer Chadwick Consulting Sabina Ouimet Storrs, Principal at GHO Capital Partners Jason Foss, Head of Corporate Development at Bora Pharmaceuticals Your host, Raman Sehgal, speaks with his guests about the pharmaceutical and biotechnology ecosystem, including: How market stabilisation has been overtaken by the need for adaptation in times of uncertainty Disciplined and deeper M&A, with heightened scrutiny, buyer and seller disconnect, and a sharper focus on operational efficiency The growing demand for bispecifics, radiopharma, isotopes, and other emerging segments Why the “picks and shovels” that serve multiple modalities are where opportunity lies in pharma services Why the US remains the hottest market, and how AI adoption has mainly focused on workflow so far The shifts and trends that could reshape pharma services in the years ahead Molecule to Market is sponsored by Bora Pharma, Charles River and Lead Candidate, and supported by Lead Candidate. Please subscribe, tell your industry colleagues, and help us celebrate the value of the global life science outsourcing space. We'd also appreciate a positive rating!

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Americas Gold & Silver (TSX:USA) - Acquires US$65M Crescent Mine, Raises US$115M

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Play Episode Listen Later Nov 21, 2025 16:56

Interview with Oliver Turner, Vice President of Corporate Development, Americas Gold & Silver Our previous interview: https://www.cruxinvestor.com/posts/americas-gold-silver-tsxusa-triples-ore-production-targets-5moz-annually-8137Recording date: 18 November 2025Americas Gold & Silver is rapidly executing a growth and consolidation strategy in Idaho's historic Silver Valley, highlighted by its recent $65 million acquisition of the Crescent Mine and an oversubscribed $150 million capital raise. The company's strategic moves have attracted significant institutional interest, with ownership increasing from just 7% to over 63% as top-tier global mining institutions recognize the value proposition.The Crescent Mine acquisition represents a calculated move to utilize spare milling capacity at the flagship Galena complex. Located just 9 miles from Galena, Crescent historically produced over 25 million ounces of silver at grades averaging 900 grams per ton and can be restarted within six months. The mine's ore is metallurgically identical to Galena's tetrahedrite, enabling seamless integration into existing processing facilities. With Crescent's average grade of 655 grams per ton silver exceeding Galena's blended average of 466 grams per ton, the acquisition provides immediate high-grade feed while Galena ramps underground production.Management aims to restore Galena to historical production levels of 5+ million ounces annually potentially within 36 months, up from current levels. The operation currently utilizes only one of four available shafts and has ramped throughput from 300 tons per day to over 410 tons per day, yet still maintains spare mill capacity of 750-1,050 tons per day. Key catalysts include the paste backfill plant commissioning in Q3 2026 and formal production guidance expected in February-March.Beyond silver, Americas Gold & Silver has emerged as the largest active antimony producer in the United States, producing 450,000 pounds year-to-date. Management is pursuing development of a domestic antimony processing circuit with potential government support, addressing critical mineral security while potentially adding significant margin expansion at minimal incremental cost. Trading at 0.7-0.8x NAV versus peer average near 2x NAV, the company offers compelling value as it transforms into a major silver producer with exceptional byproduct credit potential.Learn more: https://www.cruxinvestor.com/companies/americas-gold-silver-corporationSign up for Crux Investor: https://cruxinvestor.com

Ainos' Director of Corporate Development Jack Lu Discusses the AI Nose Platform' continuing 2025 momentum and Looks Ahead into 2026

The Water Tower Hour

Play Episode Listen Later Nov 20, 2025 15:21

Send us a textIn our latest WTR-Small-Cap Spotlight podcast, we welcome back Jack Lu, Director of Corporate Development at Ainos (NASDAQ: AIMD) to discuss key takes from the company's recently reported 3Q25 earnings release. He also dives into Ainos' latest strategic partnerships with Topco and NEXCOM, its expanding IP moat with seven new patents, and outlines the roadmap for 2026—commercial scale-up, industrial deployments and expansion plans beyond Asia.

Taming the Owner Communications Chaos

Digital Oil and Gas

Play Episode Listen Later Nov 19, 2025 36:57

Oil and gas companies are finally confronting the huge communications and stakeholder challenge they face with their asset owners and stakeholders. Production assets such as oil and gas wells almost always have many part owners (land owners, JV partners, interest-holders, trusts, first nations tribes). Managing these hundreds or thousands of parties across tens of thousands of wells is really demanding. These relationships are complex, sensitive and often layered with legacy ownership structures, royalty flows, regulatory demands and reputational risk. This is much more than an operational hassle. It's a brand and trust issue. When owners ask: "Where's my check?" or "What's this charge on my statement?", slow responses can damage goodwill, complicate legal compliance and create unnecessary risk. Companies try to manage but have often saddled themselves with dueling systems in the land department, operations, legal, and corporate communications. I was delighted to learn about Firm App, a clever digital solution to this chaos, that was co-founded by two brothers, Deren Boyd and Dagen Boyd, and partner Josh Wright. Firm App was initially aimed at the legal profession, who also have many parties to manage, but the stakeholder problem in oil and gas turned out to be far more pressing. Their purpose‑built platform delivers better and more responsive owner communications, stakeholder transparency and operational risk reduction. It uses AI to answer many routine enquiries freeing up scarce staff to focus on more important tickets. Owners see their relationship through a portal, and companies even save on paper and postage.

Strategic M&A Framework: IFS's Acquisition Playbook with Rachel Hindley

Play Episode Listen Later Nov 17, 2025 62:25

Rachel Hindley, Vice President of Corporate Development, IFS Rachel oversees transformative acquisitions for the global leader in industrial AI and enterprise software. In this episode, Rachel shares how IFS navigates the unique dynamics of having three major private equity backers—EQT, HG, and TA Associates—while executing strategic deals that enhance their portfolio. She breaks down IFS's four acquisition archetypes (product bolt-ons, customer migration, market entry, and new platforms), explains why integration and value creation must be separated, and reveals how the company is adapting its strategy for early-stage AI acquisitions. M&A professionals will learn how to build repeatable frameworks, maintain cultural continuity during integration, and balance stakeholder priorities in complex deal environments. Things you will learn: How to structure M&A around four distinct acquisition archetypes Why separating systems integration from value creation How to balance multiple PE stakeholder priorities ____________________ Share Your M&A Experience for the Chance at $500 Giftcard M&A moved fast in 2025. But what actually changed? We're collecting real insights from practitioners—not consultants on the sidelines—to understand how corp dev teams, PE firms, and advisors are adapting. Takes 10 min. Get early access to results + chance at $500 gift card. Share your experience: https://hubs.ly/Q03Rr89G0 ____________________ Today's episode of the M&A Science Podcast is brought to you by Grata! Grata is the leading private market dealmaking platform. With its best-in-class AI workflows and investment-grade data, Grata helps investors, advisors, and strategic acquirers effortlessly discover, research, and connect with potential targets — all in one sleek, user-friendly interface. Visit grata.com to learn more. __________________ This episode is brought to you by S&P Global. Today's episode of M&A Science is brought to you by S&P Global Market Intelligence. If you're in corp dev or PE, you know the pain — good private company data is hard to come by. Everyone's still chasing clean, reliable, up-to-date data. I started out using CapIQ Pro for public comps, but didn't realize until recently how deep their private company coverage has gotten. Over 58 million private companies, global reach, and actually usable for real deal work. This isn't surface-level. You get real metrics — ownership, financials, funding rounds, even asset-level insights. So if you're still toggling between a dozen tools trying to piece together the picture, maybe it's time to stop guessing and start sourcing better. Learn More Here: https://www.spglobal.com/market-intelligence/en/solutions/products/private-company-data?utm_source=podcast&utm_medium=video&utm_campaign=MAScienceH225 __________________ Episode Chapters [00:02:30] From Tax to Corp Dev – Rachel's unconventional path from PwC tax structuring to leading M&A at a global software company. [00:05:00] Managing Three PE Backers – How IFS leverages deep support from EQT, HG, and TA Associates while navigating different investment horizons and exit expectations. [00:12:30] Four Acquisition Archetypes – Breaking down IFS's strategic framework: product bolt-ons, customer migration, market entry, and new platform deals. [00:18:00] The AI Acquisition Challenge – Why IFS acquired The Loops despite it being smaller and earlier-stage than typical targets, and what it means for their agentic platform. [00:26:00] The Standalone Strategy – How IFS kept Poka as a standalone business to preserve culture and agility while still achieving cross-sell synergies. [00:31:00] In-House Commercial Diligence – Why IFS brings dozens of people into due diligence and keeps most work in-house rather than outsourcing to consultants. [00:37:30] Integration vs. Value Creation – The critical distinction between systems integration and value creation that determines whether deals hit their business case projections. [00:43:00] Cultural Retention Tactics – From MacBooks to Slack, the small decisions that make or break retention of key talent in acquired companies. [00:52:30] Building Trust Before the Deal – Why bilateral deals trump auction processes and how face-to-face relationship building accelerates transaction timelines. [00:59:00] Corporate Venture 2.0 – How fast-moving AI markets are pushing IFS to consider series financing and call options instead of traditional full acquisitions. __________________ Questions, comments, concerns?Follow Kison Patel for behind-the-scenes insights on modern M&A.

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Darren Blasutti of Minera Alamos on the Strategic Growth Strategy for the Company

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Play Episode Listen Later Nov 17, 2025 21:59

We wrapped Zurich with a thorough conversation with Minera Alamos EVP of Corporate Development, Darren Blasutti. We covered a lot of grown, including the an update on production from the Pan Mine and its growth potential. Darren also goes in depth on the Copperstone asset and its runway for potential production. Cerro de Oro is included as an important asset for the company's portfolio.

E41: KPMG Tech M&A Conf & SaaS M&A Market Update

In/organic Podcast

Play Episode Listen Later Nov 17, 2025 39:10

SummaryIn this episode of the In/organic Podcast, co-host Christian Hassold shares insights from the KPMG Technology M&A Conference, discussing the current landscape of mergers and acquisitions, particularly in the tech sector. In this episode, Christian shares highlights from the conference, including the pervasive influence of AI on M&A decisions, the challenges and opportunities presented by the AI investing landscape, and the importance of creative deal structures in navigating the current market dynamics. The episode also covers the “operator's dilemma” faced by CEOs - that is, the rise in peer pressure to do M&A, and what are the best practices are from leading strategics. Finally, Hassold provides an overview of current B2B SaaS deal activity and market trends based on Pitchbook data.TakeawaysThe KPMG M&A Conference provided valuable insights into current market dynamics.AI is a major factor influencing M&A decisions and strategies.VCs are increasingly making investments in AI startups without getting governance rights, and not always checking the underlying economics of the businessThe operator's dilemma highlights the challenges that CEOs face in mergers and acquisitions (M&A).Corporate development roles are seeing a significant increase in demand.Top CEOs simplify their M&A strategies to focus on core problems.Deal activity in the tech sector is on the rise, indicating a healthy market.Earnouts are becoming a significant component of deal structures.Chapters00:00 Introduction and Context of the Episode02:50 Insights from the KPMG M&A and Tech Conference06:04 AI's Pervasive Influence on Tech and M&A08:54 The AI Investing Landscape11:40 Deal Structures Sparking Innovation16:42 The Operator's Dilemma in M&A21:48 Corporate Development and Deal Activity24:38 Priorities in M&A for Corporates vs. Private Equity29:19 Case Studies of Successful M&A Strategies32:59 Market Update on Deal Activity and EarnoutsConnect with Christian and AyeletAyelet's LinkedIn: https://www.linkedin.com/in/ayelet-shipley-b16330149/Christian's LinkedIn: https://www.linkedin.com/in/hassold/Web: https://www.inorganicpodcast.coIn/organic on YouTube: https://www.youtube.com/@InorganicPodcast/featuredEpisode ReferencesKPMG M&A Conference AgendaKPMG 2025 Deal Market Study (buyer priorities)Kirkland & Ellis M&A Bring Down Report 2025 (earnout data) Hosted on Acast. See acast.com/privacy for more information.

The Owner's Retirement Blueprint: Design a Plan, Reduce Taxes, Retain Talent

Your Wealth & Beyond: The Financial Planning Podcast

Play Episode Listen Later Nov 14, 2025 37:39

As another tax year comes to a close, many successful business owners are undoubtedly asking themselves the same question: How do I keep more of what I've earned away from Uncle Sam this year? In this episode, I'm sitting down with Bayntree's Director of Corporate Development, Brian Hartstein, to break down year-end strategies to help entrepreneurs and high-income earners make the most of their pre-tax dollars and reduce their biggest expense: Taxes. With over 30 years of experience collaborating with business owners, CPAs, and plan administrators, Brian has seen firsthand how many companies wait until the fourth quarter to address tax planning. He emphasizes the benefits of proactive planning and how it leads to significant savings and long-term wealth creation through strategies such as SEP IRAs, 401(k)s, profit-sharing plans, and cash balance pension plans. We'll also walk you through the Retirement Plan Pyramid, and demonstrate which tools make the most sense for different business stages—from solo entrepreneurs to companies with dozens of employees. Whether looking to shelter high income before year-end or looking for ways to use retirement plans as a competitive advantage to recruit, retain, and reward top talent, this episode will help you identify smart, actionable ways to keep more of what you earn and build your retirement wealth strategically. In this podcast interview, you'll learn: Why most business owners wait too long to plan—and how to avoid the "fourth-quarter fire drill." The most overlooked pre-tax opportunities that can save tens of thousands in taxes. How to choose between a SEP, SIMPLE, 401(k), or cash balance plan based on your business structure. The power of the Retirement Plan Pyramid and how each layer fits your financial goals. How to use retirement plans as recruitment and retention tools for key employees. Why being proactive—not reactive—with your CPA and advisor can make all the difference. Find All Interview Resources Here - www.bayntree.com/118 Download your copy of The Entrepreneur's Financial Planning Checklist

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Nomura Capital Management's Robert Stark - building a private credit business within a global bank

Alt Goes Mainstream

Play Episode Listen Later Nov 11, 2025 55:03

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into private credit and building an asset management business inside of a leading global bank.We sat down in Nomura's NYC office with Robert Stark, the CEO of Nomura Capital Management LLC (NCM) and Head of Investment Management in the Americas for the Nomura Group.Robert brings deep experience in financial services to Nomura. He was previously the Founder & CEO of Alterum Capital Partners LLC, where he focused on building an investment management business at the intersection of private markets and RIAs. Prior to Alterum, he was a Senior Managing Director and member of the Executive Committee at FS Investments, where he was responsible for Corporate Development. He also spent 7 years at JP Morgan across Asset & Wealth Management. He joined JP Morgan from Russell Investments, where he was a member of the Executive Committee. He started his professional career at McKinsey & Company, where he was a Partner serving clients in asset management, investment banking, insurance, and private equity.Robert brings both a consultant's analytical perspective and an operator's practical approach to his work building the credit business at Nomura Capital Management.Robert and I had a fascinating and wide-ranging discussion about building an asset management business in a fast-growing segment of private markets: private credit. We covered:The state of the private credit market.How to build an asset management business.What it takes to work with the wealth channel.The entrepreneurial spirit of RIAs.Open architecture vs closed architecture in private credit.Keys to success in the evergreen fund space.Thanks Robert for coming on the show to share your wisdom and expertise on private markets and wealth management.Show Notes00:00 Message from Ultimus, our Sponsor01:57 Welcome to the Alt Goes Mainstream Podcast02:06 Guest Introduction: Robert Stark03:18 Building an Asset Management Business03:42 Evolution of Asset Management Industry04:01 Regulatory Environment and Market Structure05:12 Challenges in Asset Management08:24 Importance of the Right People08:44 Private Credit Business at Nomura09:59 Diversification in Private Credit10:47 Secular Trends in Private Credit11:15 Client-Centric Solutions19:00 Origination in Private Credit20:07 Open vs. Closed Architecture22:45 Product Development and Client Feedback24:22 Early Stages of Private Credit Solutions25:43 Future of Evergreen Funds27:29 Investor Interests and Needs27:47 Building a Trusted Brand28:18 Challenges of Entrepreneurship28:46 Capital and Talent Requirements29:23 Nomura's Long-Term Vision30:12 Nomura's Wealth Management Legacy30:49 Expanding in the US Market31:32 Japanese Investment Culture32:07 Open Architecture Strategy32:34 Global Network and Client Access34:32 Challenges of Working with RIAs36:19 Fiduciary Alignment37:04 Partnerships and Client Success37:56 Strategic Acquisitions39:50 Evolution of the RIA Segment44:44 Long-Term Business Planning46:39 Future of Private MarketsEditing and post-production work for this episode was provided by The Podcast Consultant.

Mastering Carve-Out Transactions with Keith Crawford

Play Episode Listen Later Nov 10, 2025 58:07

Keith Crawford, Global Head of Corporate Development and M&A at State Street Corporation Keith Crawford, Global Head of Corporate Development and M&A at State Street Corporation, brings over 20 years of expertise executing some of the most intricate custody business carve-outs in financial services. In this episode, Keith breaks down the realities of carve-out transactions—from proactive deal sourcing and dependency mapping to navigating TSAs and post-close integration. He shares hard-won lessons on avoiding common pitfalls like scope creep, third-party contract renegotiations, and employee retention challenges that can derail even the most promising deals. Things You'll Learn Why carve-out transactions demand bespoke approaches: No two deals are alike—discover how to identify the 20% of unknowns that templates can't capture and build flexibility into your diligence process. How to source carve-out opportunities proactively: Learn State Street's strategy for targeting custody business carve-outs, including the "why us" narrative and who to approach (hint: not the business unit leader). The integration secrets that prevent deal failure: From embedding integration experts early in diligence to managing employee retention and TSA timelines, Keith reveals how to align synergy assumptions with operational reality. ____________________ Share Your M&A Experience for the Chance at $500 Giftcard M&A moved fast in 2025. But what actually changed? We're collecting real insights from practitioners—not consultants on the sidelines—to understand how corp dev teams, PE firms, and advisors are adapting. Takes 10 min. Get early access to results + chance at $500 gift card. Share your experience: https://hubs.ly/Q03Rr89G0 ____________________ This episode is brought to you by S&P Global. Today's episode of M&A Science is brought to you by S&P Global Market Intelligence. If you're in corp dev or PE, you know the pain — good private company data is hard to come by. Everyone's still chasing clean, reliable, up-to-date data. I started out using CapIQ Pro for public comps, but didn't realize until recently how deep their private company coverage has gotten. Over 58 million private companies, global reach, and actually usable for real deal work. This isn't surface-level. You get real metrics — ownership, financials, funding rounds, even asset-level insights. So if you're still toggling between a dozen tools trying to piece together the picture, maybe it's time to stop guessing and start sourcing better. Learn More Here: https://www.spglobal.com/market-intelligence/en/solutions/products/private-company-data?utm_source=podcast&utm_medium=video&utm_campaign=MAScienceH225 _______________ Episode Chapters: [00:03:30] From Accountant to M&A Leader – Keith's journey from audit to becoming a dealmaking general contractor [00:06:00] The General Contractor Mindset – Why successful M&A requires orchestrating expert teams across tax, operations, IT, and risk [00:06:30] The 80/20 Rule of Carve-Outs – Why templates work for most deals but the 20% whitespace requires bespoke analysis [00:10:00] Third-Party Contract Landmines – How change-of-control provisions can blow up your valuation assumptions [00:16:00] Building Strategic Alignment Early – Embedding integration experts into diligence to bridge deal models with operational reality [00:23:00] Proactive Deal Sourcing Strategy – State Street's approach to targeting custody business carve-outs with a clear "why us" narrative [00:35:00] Leveraging Banker Networks Strategically – How mid-tier investment banks often have better contacts for carve-out opportunities [00:48:00] Culture Preservation in Integration – Lessons from the Charles River acquisition on maintaining employee morale and retention [00:52:30] Major Deal Breakers – The two red flags that cause State Street to walk away from carve-out transactions [00:55:00] The Craziest M&A Moment – A hospital room negotiation that almost derailed a major international carve-out ____________________ Questions, comments, concerns?Follow Kison Patel for behind-the-scenes insights on modern M&A.

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Equinox Gold Q3 Commentary with Improving Mining Rates at Greenstone and Ramp-up at Valentine

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Play Episode Listen Later Nov 10, 2025 24:56

Ryan King, Vice President of Corporate Development at Equinox Gold, discusses the company's Q3 financial results, highlighting significant gold production and operational improvements at the Greenstone project. He also addresses the performance of operations in Nicaragua, the company's debt management strategy, and updates on the Valentine project, which is ramping up towards its expected capacity.

#124: Crypto's Maturity and the Rise of Private Equity with Maelstrom's Akshat Vaidya & Adam Schlegel

Geeks Of The Valley

Play Episode Listen Later Nov 10, 2025 36:22

Akshat Vaidya – Managing Partner & Co-Founder, MaelstromAkshat Vaidya is the Managing Partner and Co-Founder of Maelstrom, the family office founded by BitMEX co-founder Arthur Hayes. In this role, Akshat leads Maelstrom's investment strategy across its multiple verticals, including venture investments, liquid markets, and private equity deals. He oversees the recently launched Maelstrom Equity Fund I (a US$250 million fund) which focuses on acquiring mid-sized, profitable companies in the crypto-infrastructure space.Akshat's journey into digital assets began over a decade ago. He first started buying Bitcoin in 2013 while still working in traditional finance. Before co-founding Maelstrom, he served as Head of Corporate Development and M&A at BitMEX, where he led the exchange's expansion through acquisitions and strategic partnerships. Earlier in his career, Akshat was an investor at Granite Creek Capital Partners, executing leveraged buyouts and growth investments in U.S. middle-market companies. He holds a Bachelor's in Economics from the Wharton School of the University of Pennsylvania, combining a classic finance education with a forward-looking tech perspective.Under Akshat's leadership, Maelstrom has grown from a two-person family office into a multi-strategy investment platform. The firm now operates across venture capital, liquidity provisioning, and private equity initiatives. Akshat remains a champion of long-term value creation in a market often driven by hype and short cycles. He strives to bridge traditional financial rigor with digital-asset innovation, ensuring Maelstrom's portfolio is built on strong fundamentals and sustainable growth. LinkedIn: https://www.linkedin.com/in/akshatvaidya/Adam Schlegel – Partner & Head of Private Equity, MaelstromAdam Schlegel is a Partner at Maelstrom, where he leads the firm's private equity strategy and heads its debut buyout vehicle, Maelstrom Equity Fund I. With over a decade of experience in traditional private equity and cross-border transactions, Adam brings institutional discipline to the evolving crypto-infrastructure space. He joined Maelstrom to expand its reach into buyouts of established crypto-industry companies, applying proven investment frameworks to this emerging sector.In his previous roles, Adam built a strong foundation in global finance. He was an Investor at Haveli Investments – the Austin-based private equity firm founded by Brian Sheth (co-founder of Vista Equity Partners) – focusing on enterprise SaaS buyouts and growth-equity deals. Prior to Haveli, he served as an Associate at Baring Private Equity Asia, executing large cross-border transactions across the Asia-Pacific region. Adam began his career as an Investment Banking Analyst in Morgan Stanley's Global Energy Group, where he gained experience in capital markets and corporate finance. He holds a Master of Arts in International Finance from Johns Hopkins University's School of Advanced International Studies (SAIS) and a Bachelor of Arts in Political Science (with a minor in Chinese) from Swarthmore College.At Maelstrom, Adam is driving the firm's expansion into private equity by identifying and acquiring crypto-infrastructure and data analytics companies that meet specific criteria. Adam's approach blends traditional buyout expertise with a deep understanding of how digital assets, stablecoins, and decentralized finance are transforming financial infrastructure worldwide. By applying classic private equity frameworks (e.g. rigorous due diligence, operational improvements, and long-term value creation plans) to crypto-enabled businesses, he aims to bridge the gap between conventional finance and the crypto economy. LinkedIn: https://www.linkedin.com/in/adam-schlegel-2b5247b/

Addressing Workforce Shortages and Shaping the Future of Care at Kaiser Permanente

Becker’s Healthcare Podcast

Play Episode Listen Later Nov 7, 2025 14:29

In this episode, Dr. Stephen Parodi, Executive Vice President for External Affairs and Corporate Development at The Permanente Medical Group, discusses strategies to combat physician shortages, reduce burnout, and expand access to care through technology, team-based models, and policy innovation while preparing for major shifts in healthcare funding and delivery.

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The Inflection Point for Flight: Inside Electra Aero's Quiet Revolution in Air Mobility w/ Marc Allen

The Aerospace Executive Podcast

Play Episode Listen Later Nov 6, 2025 37:58

In aerospace, we talk a lot about "the future of flight." But most of that conversation has been driven by fantasy. Fully electric aircraft that can't fly far enough, and technologies that look good in a render but can't sustain the physics or economics of real aviation. That's why what Electra Aero is building feels like the first practical revolution in modern air mobility. It's not about escaping airports altogether; it's about rethinking what access to the air actually means. A platform that combines the short-range flexibility of a helicopter with the efficiency, speed, and safety of a fixed-wing aircraft. A system that can land in 150 feet, carry nine passengers, and fly 1,000 miles...all at a cost per seat mile that rivals a Cessna Caravan. In other words, not a science experiment, but an aircraft for both the Pentagon and Palm Springs. When you look at the infrastructure, the capital, and the technology now converging, from turbo generators to hybrid propulsion, it's clear the "inflection point" for advanced air mobility is already here. The question isn't if we'll see it, but when the iceberg breaks the surface and everyone suddenly realizes how much has already been built underneath. What makes this design different enough for the Department of Defense to back it, and powerful enough to fly missions no existing aircraft can? In this episode, the CEO of Electra Aero, Mark Allen, joins me to dive into what it takes to turn an experimental prototype into a scalable aircraft production company. We also discuss how hybrid-electric flight could redefine how people and goods move between cities in the next decade. Things You'll Learn In This Episode Why "payload-to-range" is the real metric that will define the winners in advanced air mobility How Electra's hybrid-electric system radically cuts maintenance and lifecycle costs Why vertical takeoff isn't the future, ultra-short takeoff and landing is How runway independence could transform both defense logistics and civilian travel What it takes to fund deep-tech aviation in a VC world built for SaaS Why the next big shift in aerospace will feel like a "ketchup bottle" moment: slow, then all at once How leadership and team "swing" drive complex innovation when the mission is bigger than any one person Guest Bio: Marc Allen is the CEO of Electra Aero. At Electra, Marc is leading the charge in developing hybrid-electric Ultra Short aircraft to define the next level of seamless air travel connectivity. Through direct aviation, Electra is bringing air travel closer to where people live, work, and play - without airports, emissions, or noise. Marc joined Electra after a distinguished career at The Boeing Company, where he held several key leadership roles, including Chief Strategy Officer and Senior Vice President for Strategy and Corporate Development. He led the $5 billion customer finance business before spending nearly a decade on Boeing's Executive Council, where he served as President of Boeing International and oversaw critical enterprise-wide functions. As head of all venture businesses, he led Wisk Aero's restructuring and full acquisition, focusing on the future of autonomous flight and serving as Chairman. Other roles at Boeing included President of the Embraer Partnership, President of Boeing China, and General Counsel of Boeing International. To learn more, go to http://electra.aero/ or connect with Marc on LinkedIn. Host Bio: Craig Picken is an Executive Recruiter, writer, speaker and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years' experience as a decorated Naval Flight Officer - with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings - Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women's Association, and SOCAL Aviation Association. Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm, so our show reaches more people. Thank you!

170 | Standard of Care: The Commercialization North Star with Becky Lai

TrainSmart: The Medical Device Educatorsâ€™ Podcast

Play Episode Listen Later Nov 4, 2025 28:22

Liz is joined on the podcast by Becky Lai, Chief Strategist and VP of Marketing, to talk about the true North Star of commercialization: standard of care. Their discussion reframes success as more than building a product—it's about building a market where the product is trusted, adopted, and indispensable. Together, they explore how purposeful training, meaningful KOL engagement, and a clear strategic vision accelerate adoption and move technologies from launch to lasting impact.In 2025, we're embarking on a MedDevice Training Journey: From clinical trials to standard of care. Join us all year long as we explore training at each stage of the product life cycle.Need help developing your clinical trial training strategies? Contact us at training@cumbyconsulting.com.Related Resources:Rebecca Lai is the Chief Strategist and Marketing Executive at Rebecca Lai Consulting. She is a strategy and commercial executive with over 20 years of experience in medical and health technology companies, ranging from venture-backed startups to Fortune 200 corporations. As a dynamic strategic operator specializing in go-to-market, commercialization, and innovative business strategies, she has consistently driven double-digit growth and scaled new businesses with global impact. With a strong background in devices, diagnostics, and the digital transformation of healthcare, Rebecca has a proven track record of pioneering disruptive solutions across the continuum of care. Most recently, she was VP of Corporate Development and Strategy at iRhythm Technologies (NASDAQ:IRTC), a digital healthcare provider of cardiac monitoring services. She began her career at Medtronic (NYSE:MDT), where she held progressive global leadership roles in sales and marketing. Rebecca is recognized for her ability to navigate complexity and her data-driven, customer-centric approach to creating value and delivering cutting-edge products and services to patients worldwide. She holds a BSE and MSE in Bioengineering from the University of Pennsylvania and serves on the advisory board for Diversity by Doing Healthtech.Subscribe to our newsletter to hear more about the journey from clinical trials to standard of care! Click here to subscribe! Connect with us on LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Rebecca Lai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cumby Consulting⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rachel Medeiros⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Liz Cumby⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠About Cumby Consulting:Cumby Consulting's team of professionals deliver innovative MedTech training services for physicians, sales representatives, teaching faculty, key opinion leaders and clinical development teams. Whether you need a complete training system developed to deliver revenue sooner or a discrete training program for a specific meeting, Cumby Consulting will deliver highly strategic, efficient programs with uncompromising standards of quality.

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Mont Royal Resources (ASX:MRZ) - Ashram Acquisition Drives November 2025 ASX Re-admission

Sustainability In The Air

Play Episode Listen Later Nov 1, 2025 28:01

Interview with Nicholas Holthouse, MD & CEO, and Peter Ruse, Head of Corporate Development, Mont Royal ResourcesRecording date: 21st October 2025Mont Royal Resources (ASX:MRZ) is preparing to list on the Australian Securities Exchange on 5th November 2025, following its merger with Commerce Resources. The combined entity brings together North America's largest undeveloped rare earth deposit - the Ashram project in Quebec, Canada—with experienced management and a clear development strategy aimed at capitalizing on unprecedented Western government support for critical minerals.The Ashram deposit contains nearly 200 million tons of resource grading approximately 2% total rare earth oxide (TREO), supported by over 30,000 meters of drilling. What distinguishes the project is its exceptional metallurgical characteristics, with CEO Nicholas Holthouse noting the asset produces concentrates of 35-37% through strong flotation kinetics, a critical factor where many rare earth projects fail to deliver despite promising headline numbers.Holthouse, who brings eight years of rare earth sector experience including roles at Hastings Technology Metals and Meteoric Resources, will relocate to Montreal to oversee development. This on-site leadership approach mirrors the successful strategy employed by Michael O'Keefe at Champion Iron, also operating in Quebec.The company plans to scale operations to 1.2 million tons per year throughput, producing approximately 2,800-3,000 tons of NdPr annually, a "bite-sized chunk" attractive to separators while maintaining scalability for future expansion. The project also contains valuable fluorspar mineralization, contributing 10-15% of projected value and addressing North American supply shortages.The merged entity will comprise approximately 190 million shares at 20 cents per share with $10 million cash, creating an enterprise value of $25 million - compelling value for a resource of this scale. Near-term focus centers on securing government support for road infrastructure connecting the remote deposit to markets, leveraging Canada's recent commitment to allocate 1.5% of GDP specifically to critical mineral projects and associated infrastructure.View Mont Royal Resources' company profile: https://www.cruxinvestor.com/companies/mont-royal-resourcesSign up for Crux Investor: https://cruxinvestor.com

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How the oneworld BEV Fund is accelerating next generation SAF technologies

Play Episode Listen Later Oct 30, 2025 46:11

In this episode, we speak with Matthew Ridley, Director of Sustainability and Innovation at the oneworld Alliance, who shares the story behind the groundbreaking $150 million Sustainable Aviation Fuel (SAF) fund launched in partnership with the alliance's member airlines and Breakthrough Energy Ventures (BEV).Ridley discusses:The alliance investment advantage: How pooling resources across oneworld members creates access to world-class venture capital expertise, superior deal flow, more diverse portfolios, and geographical networks.Breakthrough Energy's unprecedented value: Why partnering with BEV provides access to talent airlines struggle to attract, plus synergies with investments in nuclear fusion, energy transmission, and geologic hydrogen.Next-generation focus vs. current needs: How the oneworld BEV fund targets technologies that can take aviation beyond 5-10% SAF adoption to truly change the trajectory of decarbonisation, complementing existing investments.Breaking the alliance mould: How oneworld moved beyond traditional codeshares and interlining to tackle “initiatives of scale”, and how they attracted Singapore Airlines to join despite not being a oneworld member.Reframing aviation's challenge: Why the problem isn't aviation itself, but rather the emissions from jet fuel, the only aspect of flight that hasn't changed since the Kitty Hawk.Ridley also shares insights from his seven years building IAG's Hangar 51, where he led first-mover investments in ZeroAvia and LanzaJet, and explains why SAF isn't a transition fuel but rather a permanent solution once emissions are addressed.If you LOVED this episode, you'll also love the conversation we had with Pasha Saleh, Head of Corporate Development at Alaska Airlines, who shares how the airline is investing in sustainable aviation technologies to achieve its ambitious climate goals. Check it out here. Learn more about the innovators who are navigating the industry's challenges to make sustainable aviation a reality, in our new book ‘Sustainability in the Air: Volume 2'. Click here to learn more.Feel free to reach out via email to podcast@simpliflying.com. For more content on sustainable aviation, visit our website green.simpliflying.com and join the movement. It's about time.Links & More:Sustainability - oneworld oneworld becomes first airline alliance to join IATA CO2 connect - IATA oneworld airline partners join with Breakthrough Energy Ventures to invest in new SAF technologies - GreenAir News How Alaska Star Ventures is funding the future of sustainable aviation - SimpliFlying

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Sweet Success: How Mars Blends Family, Values, and Growth with former Mars SVP & Head of Corporate Development Valerie Mars

Redefiners

Play Episode Listen Later Oct 22, 2025 36:38

How does a more than 100-year-old family-owned business continue to evolve and grow across generations to become one of the largest privately held companies in the world? On today's Redefiners episode, Clarke and Marla are joined by Valerie Mars, former Senior Vice President & Head of Corporate Development for Mars, Incorporated, to talk about how the Mars family grew a small kitchen-table candy company into a $55 billion diversified global food and pet care enterprise. Valerie talks about the family's decision to bring in a non-family CEO, how the Five Principles and Mars Compass are used to guide decision-making and nurture a values-driven culture, and what they're doing to develop the next generation of family leaders. We'll also hear from Anuradha Chawla, a leadership advisor in our Toronto office, who will explore when family enterprises should consider introducing professional management. Four things you'll learn from this episode: The business and cultural impact of bringing in a non-family CEO to a family-owned enterprise The key traits that make a successful non-family CEO Mars' Five Principles and the Mars Compass and how they've helped guide the company through growth and change How to develop future next generation leaders and how to deal with family succession tensions that may arise If you enjoyed this episode, you might also like these Redefiners episodes: Leading with a North Star: Former Decathlon CEO Barbara Martin Coppola's Blueprint for Bold Change Leadership Lounge: How can family enterprise leaders stay ahead in a fast-changing world? From Chaos to Clarity: How Bain Capital's John Connaughton Leads Through Volatility Leadership Lounge: The Art of Succession: How to Identify Tomorrow's Leaders Today Paws, Purpose & Profit: A Conversation with Pets at Home CEO Lyssa McGowan Leadership Lounge: Built to Last or Built to Learn: How Leaders Can Develop Resilience

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Nolan Chang, MD, EVP of Corporate Development, Strategy, and Finance at The Permanente Federation LLC

Becker’s Healthcare Podcast

Play Episode Listen Later Oct 18, 2025 19:41

This episode features Nolan Chang, MD, EVP of Corporate Development, Strategy, and Finance at The Permanente Federation LLC. Dr. Chang discusses how Kaiser Permanente leverages AI and digital health tools to improve patient experiences, support clinicians, and drive value-based care, while sharing insights on governance, operational strategy, and evolving leadership in a rapidly changing healthcare environment.

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Buyer-Led M&A™ Strategy at Snowflake with Stefan WIlliams