Podcasts about mergers

“Each acquisition has its own fingerprints. You kind of think, oh, it's an acquisition. No, it's all different.” - Diane DooleyDiane Dooley, a CHRO and consultant, joined me this week to discuss what HR's role in mergers & acquisitions is, and why HR is so key to that process. We talked about doing the right due diligence before an acquisition, how to merge cultures, and how to navigate the different reactions that employees inevitably have. Diane and I also dove into the psychology of both the buyer and the seller in an M&A transaction, and why the reasons to buy are often not the same as those to sell. Founders often have much more emotions surrounding the transaction, which have to be taken into account to make sure the transition is as smooth as possible for them and their employees.Join me this week on Self-Funded with Spencer to find out what HR's role is in the M&A process!Chapters:00:00:00 HR's Role In M&A: Due Diligence, Culture, and Integration | with Diane Dooley00:08:08 Assessing Cultural Fit in M&A00:15:49 Thorough Due Diligence When Acquiring00:20:52 Impact of Company Culture in Mergers00:25:26 Navigating Integration With Change Management 00:39:17 Leadership Continuity00:41:54 The Importance of Employee Incentives00:46:37 Avoiding Hiring Mistakes01:06:51 Being Proactive In HRKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen/watch on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/Key Words: HR, Mergers And Acquisitions, M and A, Mergers, Acquisitons, CHRO, Due Diligence, Culture, Integration, Change Management, Succession, Recruitment, Diane Dooley, spencer smith, podcast, healthcare, health insurance, self funded, self funding, self funded health insurance, self funded insurance#HR #MergersAndAcquisitions #MandA #Mergers #Acquisitons #CHRO #DueDiligence #Culture #Integration #ChangeManagement #Succession #Recruitment #dianedooley #spencersmith #podcast #healthcare #healthinsurance #selffunded #selffunding #selffundedhealthinsurance #selffundedinsurance

“Each acquisition has its own fingerprints. You kind of think, oh, it's an acquisition. No, it's all different.” - Diane DooleyDiane Dooley, a CHRO and consultant, joined me this week to discuss what HR's role in mergers & acquisitions is, and why HR is so key to that process. We talked about doing the right due diligence before an acquisition, how to merge cultures, and how to navigate the different reactions that employees inevitably have. Diane and I also dove into the psychology of both the buyer and the seller in an M&A transaction, and why the reasons to buy are often not the same as those to sell. Founders often have much more emotions surrounding the transaction, which have to be taken into account to make sure the transition is as smooth as possible for them and their employees.Join me this week on Self-Funded with Spencer to find out what HR's role is in the M&A process!Chapters:00:00:00 HR's Role In M&A: Due Diligence, Culture, and Integration | with Diane Dooley00:08:08 Assessing Cultural Fit in M&A00:15:49 Thorough Due Diligence When Acquiring00:20:52 Impact of Company Culture in Mergers00:25:26 Navigating Integration With Change Management 00:39:17 Leadership Continuity00:41:54 The Importance of Employee Incentives00:46:37 Avoiding Hiring Mistakes01:06:51 Being Proactive In HRKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen/watch on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/Key Words: HR, Mergers And Acquisitions, M and A, Mergers, Acquisitons, CHRO, Due Diligence, Culture, Integration, Change Management, Succession, Recruitment, Diane Dooley, spencer smith, podcast, healthcare, health insurance, self funded, self funding, self funded health insurance, self funded insurance#HR #MergersAndAcquisitions #MandA #Mergers #Acquisitons #CHRO #DueDiligence #Culture #Integration #ChangeManagement #Succession #Recruitment #dianedooley #spencersmith #podcast #healthcare #healthinsurance #selffunded #selffunding #selffundedhealthinsurance #selffundedinsurance

 Michael Belluomini, Senior Vice President, Mergers and Acquisitions, Carson Group Kison sits down with Michael Belluomini to unpack how Carson Group scaled its M&A strategy—shifting from internal partner investments to sourcing proprietary external deals at volume. Michael shares tactical insights into managing concurrent transactions, building a sourcing engine, and executing with precision.    Things You'll Learn: The differences between Buyer-Led and Seller-Led M&A—and when to use each How Carson Group built a scalable sourcing engine across multiple deal channels Strategies for managing 3–5 concurrent deals without burning out internal teams Why culture fit and trust are non-negotiables in M&A success Episode Chapters [00:01:00] Michael's background in M&A and move to Carson Group [00:05:30] Building equity partnerships with independent advisors [00:07:00] Carson's first external acquisition and shift to full ownership deals [00:08:30] Sourcing strategies: banker-led vs. proprietary sourcing [00:10:30] Key differences between internal and external M&A transactions [00:12:00] The case for buyer-led M&A: process control and long-term outcomes [00:17:30] How Carson builds proprietary pipeline using data, outreach, and coaching [00:20:00] Structuring outreach and qualifying prospective sellers [00:22:30] Building trust in the process and winning deals beyond valuation [00:31:00] Integration strategy and Carson's one-stage close model [00:35:00] Managing 14 deals in one year with a lean team and specialized roles [00:37:00] Why Carson adopted DealRoom to streamline pipeline and diligence [00:41:00] How to reduce seller fatigue and coach through diligence [00:44:00] Culture fit as a non-negotiable deal criterion [00:50:00] The craziest thing Michael's seen in a deal [00:52:00] What sellers do after exiting—and why finding your “next” matters

Brent Anderson had the opportunity to help lead the largest dental group on their M&A team buying offices all over the United States, now having been a part of over 300 practice transitions throughout his career. Brent enjoys the relationship aspect of truly understanding what's important to his clients and building a lifetime friendship with the people he helps navigate through exploring all the different transition options that are in the market. As Brent feels it's important to have representation to make sure you make the right choice in your decision with your future partners as you typically will only have one chance at doing this with your dental practice. With Brent's experience on the buy-side and his passion for truly wanting to do what's best for his clients, this will be a winning receipt for his future success for his clients. & A graduate of the University of Pittsburgh, School of Dental Medicine, Dr. McMahon enjoys one of the largest cosmetic dental practices in Western Pennsylvania. She is accredited by the American Academy of Cosmetic Dentistry, and an invited Fellow of the prestigious American Society for Dental Aesthetics and a Fellow of the Academy of General Dentistry. An author and internationally recognized lecturer, Dr. McMahon has devoted her professional career to the pursuit of advanced technologies in cosmetic and minimally invasive dentistry. She is a past clinical instructor in Prosthodontics and Operative Dentistry at the University of Pittsburgh. She has been the Director of New Product Evaluation and a Speaker for Catapult Education. She frequently lectures across the United States on minimally invasive dentistry and conservative cosmetic dentistry for teenagers and young adults. She had been honored as a Top Dentist over 20 times. She has also been voted by her peers as a Top Pittsburgh Dentist every year for over two decades.  Along with dentistry, Dr. McMahon developed and is an active partner in Bakn restaurants in Pittsburgh. Bakn, chef driven, funky brunch-all-day restaurants have been featured on The Food Network and Travel Channel. Very Active in charity work and fundraising, she is a founding board member of Music for MS. Music for MS, Roots Music Festival, is a daylong, family friendly, live music festival held annually at Hartwood Acres. Dr. McMahon lives and raised her three children in Pittsburgh.

Dr. John Hillen, a distinguished CEO of a publicly traded company and former US Assistant Secretary of State, shares his insights on strategic leadership that you won't want to miss. With his latest book, "The Strategy Dialogues," Dr. Hillen demystifies the art of strategy through engaging conversations, making it approachable for everyone. As we unpack the attributes that differentiate a visionary leader from the rest, Dr. Hillen sheds light on how strategic thinkers see opportunities in challenges and prioritize long-term goals over immediate tasks. We highlight the crucial balance between strategic thinking and planning, providing actionable recommendations for senior executives to weave a strategic mindset into their daily practices, and avoid the common trap of letting meeting schedules drive decision-making.We also examine how organizations can leverage strategic thinking to gain a competitive edge in rapidly changing landscapes. By aligning with emerging trends and staying true to their strengths, businesses can not only survive but thrive amidst digital transformation. Empathy, communication, and understanding AI's role are presented aspivotal elements in leading change effectively. Most importantly, we emphasize that strategic thinking is not an exclusive privilege of big corporations; it's a vital tool for organizations of all sizes aiming to succeed in today's dynamic world.What You'll Learn- Attributes of visionary leaders and how they transform challenges into opportunities.- Balancing strategic thinking with effective project management for organizational growth.- Leveraging empathy, communication, and AI in leading change.- Practical strategies for aligning with emerging trends and gaining a competitive edge.Podcast Timestamps(00:00) – What Does Strategy Actually Mean?(13:21) – The Qualities and Practices of Strategic Leaders(24:15) – The Balance Between Strategy and Execution(41:22) – Using Strategy for Competitive Advantage and Differentiation(52:20) – Strategy in the Digital EraKEYWORDSPositive Leadership, Strategic Leadership, Strategy, Visionary Leader, Strategic Thinker, Strategic Planning, Digital Transformation, Empathy, A.I., Competitive Advantage, Leading with Innovation, Mergers and Acquisitions, Effective Change Management, Adapting to Technology, CEO Success

How are mergers and acquisitions reshaping the pet care industry? In this episode, we welcome back Carmen Rustenbeck of IBPSA to discuss the rise of corporate buyouts, the impact on small pet businesses, and the challenges of maintaining a personal touch in an evolving market. They explore industry regulations, including Ollie's Law in Massachusetts and the new Veterinary Professional Associate role in Colorado, and what they mean for pet professionals. Carmen also highlights the growing influence of Gen Z pet owners and their unique preferences, from pet insurance to reptile Main topics: Mergers and acquisitions in pet care – How big corporations are buying out independent businesses. Impact of industry regulations – Discussing Ollie's Law and the Veterinary Professional Associate role. Trends among Gen Z pet owners – Increased interest in pet insurance, fresh food, and exotic pets. Collaboration between pet businesses – Why pet sitters, boarding facilities, and veterinarians should work together. Technology advancements in pet care – AI, software, and new pet care innovations shaping the industry. Main Takeaway: “If we want to stay small business and keep the personal touch, we need to be proactive in collaborating and defining best practices before regulations force our hand.” – Carmen Rustenbeck Mergers and acquisitions are reshaping pet sitting, dog walking, and boarding facilities as big corporations enter the space. What does this mean for small business owners? How can pet sitters stay competitive while maintaining a personal touch?

Many business owners overlook a powerful strategy hiding in plain sight—using their marketing budget to fuel acquisitions and build a portfolio of successful businesses. In this episode of the Buying Online Businesses podcast, host Jaryd Krause speaks with Marty Fahncke, a seasoned marketer with over 30 years of experience in business growth and scaling. With more than two decades in mergers and acquisitions, Marty has helped businesses reach over a billion dollars in revenue and has executed more than $450 million in M&A transactions. This conversation delves into the key aspects of acquiring and selling online businesses, including: ✔️ The types and sizes of businesses that are ideal for acquisition✔️ Common mistakes sellers make and how to avoid them✔️ Strategies for bolting on businesses to an existing brand✔️ The process of identifying, acquiring, and financing the right business✔️ The "leaky bucket" problem and how businesses can save thousands of dollars per month For anyone looking to scale through acquisitions and make smarter investment decisions in the online business space, this episode is for you. Tune in to discover how to leverage acquisitions for long-term growth. Episode Highlights 02:40 Marty’s journey as an M&A Advisor 11:30 A good relationship is sometimes the key! 18:00 How to build a growth strategy? 25:00 What’s the timeframe in selling a business? 33:20 Not all businesses are sellable 38:00 Reputation is everything! Key Takeaways ➥ Buying a business with proven revenue is often a safer bet than scaling through paid advertising, which requires time, testing, and investment with no guaranteed success. ➥ U.S. buyers can leverage SBA loans to acquire businesses with minimal upfront capital, while international buyers often rely on self-funding or revenue-based financing from third-party lenders. ➥Strengthen your core business before acquiring—acquisition is not a fix for internal issues. About The Guest Meet Marty M. Fahncke (pronounced Fawn-Key), a seasoned world-class Marketer with over 30 years of experience in growing & scaling businesses, and over 20 years of experience in Mergers and Acquisitions. In that time, Marty has helped businesses scale to over $1 Billion in revenue and executed over $450 million in Mergers and Acquisitions transactions. Connect with Marty M. Fahncke ➥ https://www.WestboundRoad.com Resource Links ➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/➥ Connect with Jaryd here - https://www.linkedin.com/in/jarydkrause

In today's episode, we connect with Kison Patel, the Founder and CEO of DealRoom, a project management software for complex financial transactions. With more than a decade of experience as a mergers and acquisitions advisor, Kison developed DealRoom after experiencing various profound, industry-wide inefficiencies first-hand.  Kison is on a mission to bring better process solutions to an industry with growing market pressures, transaction values and competition. How does he achieve this? Through developing technology, educational content, specialized training, and more… Click play to uncover: The types of companies that can benefit from strategic M&A planning. The factors that go into identifying executable business targets.  How to model and value a business efficiently and effectively. The overall process of business integration. The strategic drivers that push companies to acquire others.  Want to find out how to stay relevant amidst the rapidly evolving technological landscape? Why do so many promising transactions fail due to poor diligence and integration processes? Join the conversation now to learn more about this complex and fascinating topic! Discover more about Kison and his current projects, including podcasts featuring M&A experts, by visiting his website. You can also find his latest book, Agile M&A: Proven Techniques to Close Deals Faster and Maximize Value, available on Amazon. Episode also available on Apple Podcasts: http://apple.co/30PvU9C

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we explain what could happen to home prices if we keep tariffs on our largest trading partners. Plus, Robbie sits down with TrustEngine's Dave Savage to discuss the evolution of the industry since he entered more than three decades ago, how he's driven to make an impact, and more tidbits from one of the most recognizable names in mortgage that you won't want to miss. And we conclude with a look at what is on the minds of capital markets folks this week in the face of volatility.Thank you to BeSmartee, which is transforming mortgage lending with Bright Connect, its native mobile app designed to boost loan officer productivity, speed up referrals, and simplify the borrower experience.

In this episode, we're diving into what's really happening in M&A, how MSP owners can build meaningful high-value business businesses and what's unfolding on the front lines of cybersecurity and AI. Stay tuned for an insightful conversation that could redefine your growth strategy. >>> Here are 4 ways we can help you reach your revenue goals faster...#1 Unlock the full potential of your marketing engine. We'll provide you and your team with the direction, insights, and tools necessary to excel in the complex landscape of modern marketing. - Marketing Advisor On Call#2 Discover the marketing strategies & tactics that will guide your next quarter and unlock explosive growth in 90 minutes. - Quick-Start Marketing Strategy Game Plan#3 Discover a tailor-made strategy for unprecedented growth to transform your marketing in 30 days. - Unlock Your Growth Opportunities#4 If you need guidance on the most effective direction for your marketing, then schedule a call with us today! - Get Your Free Discovery Call Now

Mergers & Acquisitions (M&A) shape the corporate landscape, but what makes a deal successful? In this episode of Corporate Finance Explained, we break down the M&A lifecycle, from valuation and financial modeling to financing strategies and post-merger integration.Through real-world case studies—including Disney's acquisition of 21st Century Fox and Microsoft's acquisition of Activision Blizzard—we explore how financial professionals analyze synergies, assess risks, and drive corporate growth through strategic investments. Learn how FP&A teams play a critical role in the integration process and how data-driven insights can make or break an M&A deal.

Der mittelständische M&A-Markt hat sich in den letzten beiden Jahren eher zurückhaltend präsentiert. 2025 könnte die Aktivität wieder anziehen – dazu tragen mehrere Faktoren bei, Unsicherheiten bleiben aber. Julian Will und Patrick Seip bewegen sich mit ihrem Nachfolgekontor seit Jahren erfolgreich im Small Cap-Bereich, setzen mit der Neuaufstellung ihrer M&A Boutique unter der zweiten Marke Syntra Corporate Finance gerade jetzt aber auch stärker auf Mid Cap. In dieser Episode unseres Podcasts erklären sie, warum sie auf Belebung zählen und wovon diese abhängt. Es geht um Bewertungen, Finanzierungsbedingungen, Geopolitik und den Appetit der Private Equity-Investoren.

Mergers are exciting… until the real work begins. I had an incredible conversation with Jonathan Gardner on this podcast episode. This is something we don't talk about enough…(We spend so much time focusing on closing the deal)…But we're not REALLY talking about what happens after—the post-merger integration that can make or break the entire deal.When you… Align teams and company cultures seamlessly… Avoid the costly integration mistakes most businesses make… Ensure a smooth transition for customers, employees, and operations… And actually unlock the full value of your deal… That's when a merger becomes a real success story.Otherwise? You're leaving millions on the table.Don't make that mistake. Tune in to this game-changing episode now. • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/jonathangardner• • •FOR MORE ON JONATHAN GARDNER:http://www.linkedin.com/in/j-gardner-buy-and-sell-with-confidencehttp://www.jgardnergroup.comFOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

In this episode, we feature a thought-provoking conversation with Michael Frankel, the founder and managing partner of Trajectory Capital. With decades of experience in corporate development, innovation strategy, and corporate ventures, Michael has held C-level roles at prominent companies like Deloitte, Lexis Nexis Group, GE Capital, and VeriSign. Having participated in over 110 deals throughout his career, he brings valuable insights to the table. They dive into the world of Mergers and Acquisitions (M&A), exploring why it can serve as a strategic "cheat code" for scaling businesses. However, as Frankel emphasizes, M&A isn't a one-size-fits-all solution. The discussion covers how business owners can evaluate whether acquisitions are the right growth strategy and what considerations are essential for success. Michael shares useful tips on: Developing a clear acquisition strategy that aligns with business goals Identifying suitable targets, whether for products, technology, talent, or market expansion Financing acquisitions while effectively managing risks Recognizing the critical role an M&A advisor plays in minimizing risks and maximizing ROI If you're thinking about growing your business through acquisitions or want to know how M&A can build wealth, this episode is packed with practical advice. Michael’s experience offers valuable guidance to help you make smart choices. Tune in and find out how M&A could be the key to your business growth. Episode Highlights 02:50 Michael’s background as “CFO” 11:00 How to grow a business through acquisition? 20:30 How do you get the capital for your business? 29:00 You need M&A to execute the transaction! 38:30 Be better at what you do by repeating it 43:30 Where to find Michael? Key Takeaways ➥ Decisions should be data-driven. Analyze sales, marketing, and operational data to identify what’s working and where improvements can be made. ➥ Before acquiring, compare the benefits of building a solution in-house versus buying an existing business. ➥ A strategic CFO can turn financial data into actionable insights that drive growth and optimize operations. ➥Advisors offer expert insights and reduce risks, ensuring you make informed decisions. About The Guest Michael Frankel is the Founder and Managing Partner of Trajectory Capital. He has held C-level executive roles (corporate development, strategy/innovation, CFO, COO) at large and small growth companies. He is a Corporate Development, Innovation, Strategy, and Corporate Venture leader who has driven aggressive growth/expansion at global technology, information services, and professional services companies including Deloitte, LexisNexis Group, IRI, GE Capita,l and VeriSign. Michael has a track record of executing growth strategies using acquisitions, ecosystems,s and corporate venture investments (over 110 deals across his career). Connect with Michael Frankel ➥ https://michaelfrankel.com/ ➥ https://www.linkedin.com/in/frankelmichael/ Resource Links ➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/➥ Connect with Jaryd here - https://www.linkedin.com/in/jarydkrause ➥ Site Ground (Website Hosting) - https://bit.ly/3JBEC1u ➥ Surfer SEO (SEO tool for content writing) - https://bit.ly/3WWMKjM ➥ Convert Kit (Email Software Provider) - https://bit.ly/3o10Xgx

In this episode of WealthTalk, we're joined by Donnie Maclean, the founder of Eat Balanced, a company committed to creating healthier pizzas that don't compromise on taste—developed in collaboration with a professor of nutrition. Donnie takes us through his entrepreneurial journey, highlighting the challenges of building a food brand from scratch, getting into supermarkets, and the even harder task of staying on the shelves.He shares his philosophy of "health by stealth", aiming to improve nutrition without forcing radical changes in consumer habits. Throughout the conversation, Donnie speaks openly about the emotional roller coaster of business ownership, the importance of accountability, and the lessons he's learned from years in the industry. His story is one of resilience, innovation, and the constant pursuit of improvement.The episode also explores Donnie's transition into the world of business acquisitions and sales, as he discusses the flawed nature of the current system and the emotional toll it can take on business owners. His new venture, Sell to Retire, is focused on supporting entrepreneurs who are ready to exit, by bridging the gap between sellers and buyers with empathy and understanding. Donnie reflects on the essential role of trust and communication in business relationships and shares his belief that financial independence is achievable with the right planning, especially as retirement approaches.This episode is a must-listen for anyone passionate about entrepreneurship, nutrition, business growth, or preparing for a successful business exit.Tune in now to hear Donnie's incredible journey and gain valuable insights that could transform your own business path.Resources Mentioned In This Episode: >> Donnie Maclean [LinkedIn]>> Health by Stealth [Website]>> Take the quiz to see if your business is ready to sellNext Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

Ep. 42 of 'It's All About the Team' brings you Laurie Brlas – a Youngstown State legend who went from mom of two to #1 CPA in the WORLD! Join host Jim Tressel as Laurie spills the secrets behind her meteoric rise: acing global exams, climbing the corporate ladder to CFO of giants like Newmont Mining, and mastering the art of teamwork. How did she juggle family, study, and success? What's the ONE lesson she swears by? Hit play to find out – and discover why greatness starts with a team! Don't forget to like, subscribe, and share your favorite takeaway in the comments below!00:00:00 - Intro: Meet a Youngstown State Legend 00:01:25 - #1 CPA in the World – How She Did It 00:03:43 - Kids as Teammates: The Chore List Story 00:07:33 - Team Lesson #1: Open Your Mind 00:09:19 - Self-Awareness: The Leadership Key 00:11:31 - Belief That Fuels Success 00:13:33 - Mergers & Communication Chaos 00:23:10 - From Hater to Best Friend 00:30:01 - Laurie's Ohio Elevator Pitch 00:40:12 - Three Words to Win as a Team

Several key factors combine to make 2025 potentially a big year for mergers & acquisitions. In this episode, Orlando Business Journal Editor-in-Chief Richard Bilbao invites Align Business Advisory Services Founder & CEO Dena Jalbert to share why. She also expands on the importance of technology and AI in building business valuations, and offers advice for upcoming leaders.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Kevin Kirchheimer (https://www.ameripriseadvisors.com/kevin.w.kirchheimer/) is a Private Wealth Advisor at Jon L Myers and Associates, a financial advisory practice of Ameriprise Financial Services, LLC. With 17 years of experience, he specializes in retirement planning strategies, investments, cash flow management, insurance, and estate planning. Recognized by Forbes as a Best-in-State Next-Generation Wealth Advisor (2019, 2022-2024), Kevin has also contributed to his firm's inclusion in the Forbes Best-in-State Wealth Management Teams list (2023-2025). He is a member of the Financial Advisor IQ Leadership Council.In this episode, Chris and Kevin discuss:1. Surviving the Feast and Famine Cycle of Mergers & Acquisitions2. Developing An Interest In Finance Early In Life3. Building Referral Networks4. How Financial Advisors Can Keep Their M&A Pipeline FullLinkedIn: https://www.linkedin.com/in/kevin-kirchheimer-crpc%E2%84%A2-a0a2ab3b/ Website: https://www.ameripriseadvisors.com/kevin.w.kirchheimer/Book: https://www.amazon.com/Millionaires-Confidence-Cure-Process-Financial/dp/B0DR61RGMQ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Charli has Jim Aubrey on for a brief chat about what is going on in his side of the industry.  Connect with Jim on LinkedIn and see what you can learn!Join us at EPIC, November 5th and 6th at San Jacinto College in Pasadena, TXFind us @EmpoweringPumps on Facebook, LinkedIn,  Instagram and Twitter and using the hashtag #EmpoweringIndustryPodcast or via email podcast@empoweringpumps.com   

In this episode of Points of View, we sit down with Mary Joyce, a serial entrepreneur turned M&A advisor at Corum Group, whose career spans decades of innovation across industries including automotive, medical, aerospace, and AI.  Mary shares how selling her own company without an advisor became a defining moment—one that fueled her transition into tech M&A. With 14 U.S. patents to her name and a deep background in SaaS and embedded systems, she brings a unique perspective to the dealmaking process.  Tune in as we explore what Mary learned from exiting as a founder, how she now guides others through the emotional and strategic complexities of M&A, and why timing, preparation, and the right advisor can make all the difference.  Whether you're a founder, buyer, or fellow dealmaker, this is a rare look into the mind of someone who's been on both sides of the table. 

Private startup valuations face adjustments as market trends change due to recent tariff decisions. On April 3, 2025, the Nasdaq Composite Index dropped 4.8% following new tariffs on imports, which could increase consumer prices and reduce demand. Major companies such as Amazon, Apple, Nike, and Wayfair experienced declines of up to 25%. Valuations for private startups typically adjust during funding rounds, which do not occur immediately. Recent valuations include $300 billion for OpenAI and $113 billion for merged portfolios, even as Nvidia saw a 5% drop. The last major correction happened a few years ago, and many companies that became unicorns in 2021 are now facing down rounds or bankruptcy. The tech IPO market showed struggle in 2023 and 2024, with some recovery signs and notable activity from CoreWeave at around $24 billion. Mergers and acquisitions have risen, highlighted by a $32 billion proposed acquisition of Wiz. The market pullback from tariffs now presents challenges for startup exits. Learn more on this news visit us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

SHOW NOTESIn this episode, we discuss:Azione's evolution and how it's redefining what a buying group should be.Mergers & acquisitions in the CI space—what they mean for business owners.The power of community and education in helping integrators grow and scale.Patrick's passion for innovation and building strong industry relationships makes this a must-listen. So, sit back and enjoy my conversation with Patrick McCarthy. Let's get started!To get transcripts, resources of what was mentioned in the show, and more visit: onefirefly.com/au298 About One FireflyOne Firefly, LLC is an award-winning marketing agency that caters to technology professionals in the custom integration, security and solar energy markets. One Firefly is headquartered in Davie, Florida with staff located throughout North America and has been operating since 2007.

Importance of Communication and Marketing Alignment - Business Valuation & Mergers and AcquisitionsWelcome to ValuationPodcast.com, your hub for discussions about business and valuation. I'm your host, Melissa Gragg, a mediator and business valuation expert based in St. Louis, Missouri. In this episode, we're joined by Loretta Tarozaite from Las Vegas, a renowned executive presence strategist. We'll delve into the crucial roles of communication and marketing alignment in business, exploring how they contribute to investor confidence, particularly in scenarios like mergers and acquisitions.Podcast Questions:Can you explain how cohesive communication and marketing strategies can build investor confidence for companies preparing for mergers or acquisitions?What is the difference between strategy and execution?How does storytelling affect your company and leadership presence?What's the difference between storytelling for personal vs. business brands?What are the most common communication mistakes you see leaders make, and how do these missteps affect their personal brand and the company's presence in the market?Key Takeaways:The Role of Executive Communication: Executives need to recognize the importance of their involvement in storytelling and brand messaging. Effective communication not only aligns with marketing but also enhances brand equity and leadership visibility, critical during phases like mergers and acquisitions.Understanding Cohesion in Messaging: Cohesion in communication and marketing is essential. Disjointed messages can lead to confusion internally and externally, affecting brand perception and employee alignment with the company's vision.Strategic Storytelling: Storytelling is not just about crafting a narrative; it's about making the company's mission relatable and transparent to its audience. This involves all levels of the organization to ensure the message resonates through every medium utilized.The Importance of Consistent Reevaluation: Founders and executives should regularly review and refresh their communication strategies to ensure they remain relevant and impactful. This is particularly important for businesses contemplating significant transitions like selling the company.Integrating Executive Teams in Storytelling: Storytelling should involve not just the founder but also key stakeholders within the company. This collective approach helps encapsulate diverse perspectives and ensures a richer, more comprehensive brand narrative.Connect with Loreta:loreta@loreta.todayhttps://www.loreta.today/Connect with Melissa:Melissa Gragg  CVA, MAFF Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  https://www.thedivorceallies.com/Cell: (314) 541-8163divorce mediator near me,divorce advice,divorce mediator st louis,financial mediator,financial mediation,financial mediator near me,financial neutral,financial mediation near me,valuation mediator,business evaluation,business evaluator,valuation mediation,business valuation expert,mergers and acquisitions,leadership presence,marketing alignment,personal branding,corporate brand,corporate branding,Strategic Storytelling,storytelling for business ownersSupport the show

A Deep Dive into HR Consulting and OutsourcingIn this episode, we spoke with Jim Cichanski, founder and CEO of Flex HR, about the evolving landscape of HR consulting and outsourcing. Jim shared his extensive experience in the industry, highlighting how Flex HR has grown over the past 25 years to become the largest HR consulting and outsourcing firm in the Southeast. Flex HR provides a comprehensive range of services, including employee onboarding, payroll management, and compliance oversight, helping businesses navigate the complexities of HR as they scale. Jim emphasized that professional HR support becomes essential as startups grow, enabling leaders to focus on core operations while ensuring compliance and employee satisfaction.Jim also discussed the increasing impact of technology and AI in the HR space. While automation can streamline processes like payroll and benefits management, he stressed the importance of maintaining a human touch in HR interactions to build trust and engagement. Flex HR serves companies with 50 to 500 employees, offering tailored solutions for both small and larger organizations. With a team of 50 consultants across the country, Flex HR is committed to mentoring and supporting HR professionals, ensuring businesses develop strong HR practices and maintain compliance with evolving regulations.As the episode concludes, Jim highlights the value of trust and transparency in leadership, underscoring the importance of clear communication and consistent follow-through. Flex HR also offers webinars, training sessions, and other resources to empower HR professionals and business leaders. For those interested in enhancing their HR functions and fostering a positive work environment, Flex HR provides the expertise and tools needed to ensure long-term success.About Jim Cichanski:Jim, the Founder and CHRO for Flex HR has 50+ years' experience in human resources, holding senior level positions in companies that were privately held, pre-IPO, foreign owned, joint venture, Fortune 50 and one labeled the “fastest growing F1000 in America.” He has a solid background in high tech, manufacturing, services and management.His background in human resources includes organizational process evaluation and improvement, labor laws, integration of businesses, cost reduction, organizational development, and all functional areas of human resources. These include but are not limited to Benefits, Compensation, Staffing, Diversity, ERISA, DOL Compliance, Immigration, Learning & Development, Stock Administration, Executive Compensation, Employee Relations, and over 350 Mergers & Acquisitions. Jim's experience includes operational HR management knowledge globally in 32 countries and has transitioned companies from 30 to 67,000 employees worldwide. Companies he has worked for include Unisys, Novell, Premiere Technologies and PaySys International. Jim is a certified Six Sigma Green Belt.Jim also spent 27 years in the Army National Guard achieving the rank of Colonel, was inducted into the Officer Candidate School Hall of Fame, and received numerous awards including the Legion of Merit. Jim holds a BA in Applied Behavioral Sciences, is a graduate of the Department of Defense Equal Opportunity Institute, has served on the board of HealthSource of Georgia, recently served on the Board of Directors for HomeStretch and was an inside board member of 17 companies. He is an active member of many HR professional organizations.Flex HR has been named one of the “Top 25 Most Promising HR Outsourcing Service Providers” in Outsourcing Gazette Magazine in October 2015. In September 2008, 2012 and 2013 INC Magazine recognized Flex HR as an Inc 5000 “Fastest GrowingAbout Flex HR:Flex HR is co-located in the...

Ryan Bradley is the founder and principal consultant at The Bradley Consulting Group, where he helps individuals at any point in their career create structure, balance, and sustainable growth. With deep expertise in leadership development, productivity strategies, and career coaching, Ryan works with executives, entrepreneurs, and professionals to optimize their time, leverage their strengths, and navigate the evolving workforce. In addition to coaching, Ryan consults and provides fractional executive services to businesses, specializing in strategic HR leadership, organizational development, and talent optimization. He is a PhD candidate in Industrial/Organizational Psychology and holds an MBA. He has completed the CHRO Program at Wharton, Strategic HR Leadership at Cornell's ILR School, and studied Mergers & Acquisitions at Columbia Business School. His multidisciplinary approach combines business strategy, psychology, and human capital management to help clients and organizations achieve peak performance and long-term success. Ryan's Website: The Bradley Consulting Group | HR Solutions

Episode 337: Mastering Client Complexity Through Mergers: A Chat with Kate Ivory and Laura Mazy, Premier Press by commonsku

Personally, I have had to inform employees that their jobs were being eliminated. Sometimes because of a budget cut, sometimes due to their performance. How we handle these events is important to the people directly impacted and also to those who remain behind. This podcast will be addressing both topics and how to better structure a layoff scenario—and do it with empathy.  Jim Cichanski, the founder, and Chief Human Resources Officer of Flex HR, has 30+ years experience in human resources, holding senior level positions in companies that were privately held, pre-IPO, foreign owned, joint venture, Fortune 50 and one labeled the “fastest growing F1000 in America.” He has a solid background in high tech, manufacturing, services and management.  His background in human resources includes organizational process evaluation and improvement, labor laws, integration of businesses, cost reduction, organizational development, and all functional areas of human resources. These include but are not limited to Benefits, Compensation, Staffing, Diversity, ERISA, DOL Compliance, Immigration, Learning & Development, Stock Administration, Executive Compensation, Employee Relations, and over 300 Mergers & Acquisitions. Jim's experience includes operational HR management knowledge globally in 32 countries and has transitioned companies from 30 to 67,000 employees worldwide. Companies he has worked for include Unisys, Novell, Premiere Technologies and PaySys International. Jim is a certified Six Sigma Green Belt.  Jim also spent 26 years in the Army National Guard achieving the rank of Colonel.Please visit our sponsors!L3Harris Technologies' BeOn PPT App. Learn more about this amazing product here: www.l3harris.com Impulse: Bleeding Control Kits by professionals for professionals: www.dobermanemg.com/impulseDoberman Emergency Management Group provides subject matter experts in planning and training: www.dobermanemg.com

Stephen Grootes speaks to Viv Govender, Portfolio Manager at Rand Swiss and Patrick Mathidi, Head of Equities at Aluwani Capital Partners, about the effects of mergers and acquisitions on investment portfolios. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.

Mergers and acquisitions are often seen as boardroom strategy – but it's becoming ever more important for product leaders to be key stakeholders in the process. In this live interview recorded at #mtpcon London 2025, Randy sits down with Vincent Jong, CPO at Dealfront, to explore the real, unfiltered lessons of product leadership during M&A.Vincent shares stories from inside two major integrations offering tactical insight into what product teams need to know, how to spot risk before it's too late, and why defining success early is critical. Featured Links: Follow Vincent on LinkedIn and his website | Join Vincent at Saas on The Beach event in May | Buy Vincent's book 'Product-Led Sales: Combine the Best of Product-Led Growth and Sales' | 'What we learned at #mtpcon London 2025' feature by Kent McDonald and Louron PrattOur HostsLily Smith enjoys working as a consultant product manager with early-stage and growing startups and as a mentor to other product managers. She's currently Chief Product Officer at BBC Maestro, and has spent 13 years in the tech industry working with startups in the SaaS and mobile space. She's worked on a diverse range of products – leading the product teams through discovery, prototyping, testing and delivery. Lily also founded ProductTank Bristol and runs ProductCamp in Bristol and Bath. Randy Silver is a Leadership & Product Coach and Consultant. He gets teams unstuck, helping you to supercharge your results. Randy's held interim CPO and Leadership roles at scale-ups and SMEs, advised start-ups, and been Head of Product at HSBC and Sainsbury's. He participated in Silicon Valley Product Group's Coaching the Coaches forum, and speaks frequently at conferences and events. You can join one of communities he runs for CPOs (CPO Circles), Product Managers (Product In the {A}ether) and Product Coaches. He's the author of What Do We Do Now? A Product Manager's Guide to Strategy in the Time of COVID-19. A recovering music journalist and editor, Randy also launched Amazon's music stores in the US & UK.

Episode 84.  M&A is an ever evolving world that we can always keep learning from. It's a world based on relationships, but technology is creeping in more and more leaving lots to discuss with two M&A junkies.In this episode of the Lifetime at Work podcast, host and M&A advisor himself Greg Martin interviews Kison Patel, founder and CEO of the M&A software tool, DealRoom, and host of the podcast M&A Science. Patel shares his journey from working as an M&A advisor to transitioning into technology. They discuss the inception of DealRoom and the challenges faced in its early days, the trends and future of the M&A industry, and the benefits of integrating software tools in M&A processes. The conversation also touches on Patel's philosophies on entrepreneurship, the importance of customer feedback, and the strategic use of AI in improving efficiency. This episode provides valuable insights for M&A professionals, entrepreneurs, and anyone interested in the intersection of technology and business.00:00 Introduction to Lifetime at Work Podcast00:23 Meet Kison Patel: M&A Expert and Entrepreneur01:08 Kison's Journey from M&A Advisor to Tech Founder02:06 The Birth and Growth of Deal Room03:47 Challenges and Lessons in Entrepreneurship06:47 The Role of Technology in M&A12:41 Insights from M&A Science Podcast and Agile M&A Book22:08 Balancing Multiple Roles and Continuous Learning28:41 Advice for Aspiring Professionals and Entrepreneurs38:27 Final Thoughts and Closing Remarks

In this engaging episode of the CX Goalkeeper Podcast, I sit down with Peter Ryan, a leading voice in customer experience (CX) and BPO strategy, to explore the key CX predictions for 2025. From Agent AI to market consolidation and real-time voice translation, Peter unpacks trends that are reshaping how companies deliver customer service and drive business outcomes. This is an unmissable conversation for CX leaders aiming to stay ahead of the curve.About the GuestPeter has a degree in Political Studies from the University of Saskatchewan and an MBA from Dalhousie University. Although headquartered in Montreal, Québec, Canada, Peter's clients come from every corner of the globe, so odds are he knows your city well.Peter's passion for CX and BPO shines through in the connections he makes worldwide, and his ability to bring great people together is second-to-none.Contact Peter today and learn how he can help your business thrive in the dynamic world of customer experience outsourcing.Relevant Linkshttps://ryanadvisory.com/about/ https://ryanadvisory.com/top-cx-predictions-for-2025/ Podcast: CX Files: https://cxfiles.libsyn.com/The Top 3 Key LearningsAgent AI will redefine CX operations by supporting both agents and customers, increasing efficiency, and improving employee satisfaction.Mergers and acquisitions will shape the mid-market BPO space, as companies strive for scale, agility, and competitive advantage.Real-time voice translation will unlock new offshore opportunities, enabling businesses to provide multilingual services from non-native speaking regions.Top 3 Quotes"Agent AI is going to be the key AI driver in the CX space going into 2025.""In CX, anyone standing still is moving backwards—you must stay informed and adaptable.""Real-time automated voice translation could be one of the biggest game changers in our industry."Chapters00:00 Welcome and Introduction 01:38 Guest Introduction: Peter Ryan 02:50 Values Driving Professional Career 04:23 Top CX Predictions for 2025 04:30 Agent AI Transformations 07:56 Consolidation of Mid-Market BPO Players 10:04 Real-Time Automated Voice Translation 14:25 Economic Impact on CX Budgets 16:29 Future of Customer Analytics 18:39 Fast Forward: CX in 10 Years 20:55 Final Thoughts and Golden NuggetKeywordscustomer experience, CX predictions 2025, Peter Ryan, Gregorio Uglioni, Agent AI, mid-market BPO, voice translation AI, CX trends, CX Goalkeeper Podcast, customer analytics, CX transformation, AI in contact centers, BPO consolidation, CX strategy, customer service innovation, offshore CX delivery, real-time voice AI,

As we launch into this Fifth Series of the Leadership Learns Podcast, we kick off by meeting Sebastien Breteau, Founder and CEO of QIMA, a global quality and compliance solutions provider for the consumer goods, food, and life sciences industries, employing over 6,000 people worldwide.Sebastien discusses the importance of trust, reveals the number one thing business founders can do to scale their organisation and the undervalued skill we all have the power to use and should be utilising more to optimise success.In 2013, Sebastien founded the Breteau Foundation, an NPO that aims to give underprivileged children access to digital education. 180,000 children are now enrolled in its program.Discussions in this episode include:*An overview of the TIC industry*Background to Sebastien's early career and what inspired him to set up QIMA*Sebastien's key advice for Mergers and Acquisitions*Sebastien's inspirational leaders*The work his Foundation is doing to highlight to children the perils of plastic pollutionClick here to reach out to Peter Rabey direct Like this show? Please leave us a review. Every review helps.

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into one of the most topical trends in the evolution of wealth management platforms and their adoption of private markets.We are joined by Tom Cohn and Amita Schultes of Cerity Partners, where they discuss the recent combination of their two respective businesses, Cerity Partners, the $100B+ national wealth management firm, and Agility, a leading OCIO business.Tom and Amita discuss their merger, why there was a need to create customization for wealth investors in private markets, and how bringing on a leading OCIO business takes Cerity Partners' capabilities to a new level as a solutions provider in private markets.Tom is the Chief Solutions Officer and a Partner in Cerity Partners' New York office. He's a member of the firm's Leadership Team. He has over ten years of experience in various investment management roles, previously serving as an Investment Analyst at Spero-Smith Investment Advisors, where he was responsible for due diligence and analysis of third-party managers and assisted in global market and asset allocation research.Amita is a Partner in Cerity Partners' New York office, managing Cerity Partners' OCIO client portfolios. She's a member of the OCIO Investment Committee. Amita brings over 20 years of experience as an investment consultant to bear to the firm. Before joining Cerity Partners, Amita was a Partner and Client Portfolio Manager at Agility, where she served as a voting member of Agility's Investment Committee. Prior to Agility, she was a Partner, Managing Director, and Senior Consultant at Colonial Consulting, serving as an investment consultant for endowments, foundations, and pension plans. She also served as a Senior Consultant at Ibbotson Associates.Tom, Amita, and I had a fascinating discussion. We covered:The why and the how behind Cerity Partners' merger with Agility.How wealth management platforms can balance customization and scalability.Why scale matters in wealth management.How alternative asset managers can differentiate when engaging with the wealth channel.Thanks Tom and Amita for coming on the show to share your views and wisdom on wealth management and private markets.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus Fund Solutions02:05 Guest Introduction: Tom Cohn and Amita Schultes07:32 Merger Benefits and Synergies08:19 Client Services and Customization09:32 OCIO and Wealth Management Integration10:45 Why Partner Now?11:40 Cultural Alignment and Expertise12:38 Amita's Perspective on the Partnership13:16 Wealth Management as Institutional LPs14:23 Cerity Partners' Institutional Approach14:54 Private Markets Evolution16:25 Operational Excellence in Private Markets17:35 Research and Manager Selection20:56 Investment Objectives and Customization22:27 Institutional and Wealth Client Synergies28:16 Access and Long-term Relationships30:06 Customization and Scalability32:20 Educational Component in Client Investments32:36 Framework for Custom Portfolios33:10 Resource Allocation for Customization33:47 Importance of OCIO Business34:16 Next Innovation in Investment Solutions34:38 Turnkey Solutions for Operational Complexities35:39 Model Solutions and Manager Selection36:34 Combining OCIO and Wealth Management Practices37:32 Evolving Structures in Private Markets37:54 Workflows and Technology in Private Markets38:39 Client Experience and Operational Expertise39:37 Defining Private Markets41:13 Importance of Clear Definitions41:54 Role and Goals of Private Market Investments44:15 Partnerships and Mergers at Cerity Partners47:05 Evaluating Investment Managers49:06 Trust in General Partner Relationships51:16 Identifying Manager's Edge53:24 Training and Methodology in Manager Selection55:51 Challenges for Managers with Wealth Channel Capital56:47 Operational Challenges for Smaller Managers58:06 Future Trends in Alternative Investments01:01:00 Conclusion and Final Thoughts Editing and post-production work for this episode was provided by The Podcast Consultant.

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Welcome to the Financial Freedom & Wealth Trailblazers Podcast! In today's episode, we'll dive deep into how you understand your money and your relationship with it.Nathan Vaughn is a husband and a father of two boys, with a baby girl on the way (37 weeks!). He has been in the financial world for nine years and has become what some might call a "Money Psychologist." After years of advising people on money and smart habits, he began to recognize trends and recurring issues, particularly in how people think about money and their relationship with it. Since then, he has been helping business leaders, families, and individuals resolve their struggles with money and maximize their financial potential. With a diverse background in Finance, Insurance, Business Management, Private Equity, and Mergers & Acquisitions, his approach to money goes beyond a "one piece of the pie" strategy. Instead, he takes a deep dive into understanding what people truly need to succeed financially.Nathan is also an avid gym-goer, hitting the gym 5-6 times a week, lifting weights and swimming laps. His current goal is to achieve a 20-minute mile in swimming (compared to the average person's 35-40 minutes). Married to his wife for nine years, they met through an acquaintance whom Nathan originally went on a blind date with—though she wasn't too happy later when she realized she had introduced him to his future wife.Beyond finance and fitness, Nathan runs a community of gamers and fellow dads. He is extremely competitive in Mario Kart and Super Smash Bros. and is always open to playing with new challengers.  Connect with Nathan Here: https://www.linkedin.com/in/nathan-vaughn-finance/Grab the freebie here: https://drive.google.com/drive/folders/16f2mTEfQy9mVfEpjelwExbNZTG7FC9nH?usp=sharing===================================If you enjoyed this episode, remember to hit the like button and subscribe. Then share this episode with your friends.Thanks for watching the Financial Freedom & Wealth Trailblazers Podcast. This podcast is part of the Digital Trailblazer family of podcasts. To learn more about Digital Trailblazer and what we do to help entrepreneurs, go to DigitalTrailblazer.com.Are you a coach, consultant, expert, or online course creator? Then we'd love to invite you to our FREE Facebook Group where you can learn the best strategies to land more high-ticket clients and customers. QUICK LINKS: APPLY TO BE FEATURED: https://app.digitaltrailblazer.com/podcast-guest-applicationDIGITAL TRAILBLAZER: https://digitaltrailblazer.com/

Overview:  In this episode of the SMB Community Podcast, hosts Amy Babinchak and James Kernan dive into how IT professionals can leverage the end-of-life schedules of Microsoft Windows 10 to generate new business. This week, they emphasize the importance of planning and maintaining a regular upgrade schedule for client systems to avoid issues and ensure security. The conversation also touches on the impact of drone deliveries in dense areas and the evolving landscape of remote meetings, with a particular focus on Zoom's declining market share. The team also explores the necessity for MSPs to obtain CMMC certification to maintain government contracts, and the ongoing trends in mergers and acquisitions within the market. James and Amy also announce the start of a new series focused on exploring productive AI tools. Check out the chapter markers below for more!   Chapter Markers: 00:00 Introduction and Welcome 00:47 MSP Question of the Week: Windows 10 End of Life 05:52 The Drone Dilemma: A Look into the Future 08:57 Zoom's Market Share and Meeting Fatigue 18:41 Mergers and Acquisitions in the IT Market 20:42 CMMC Certification and Government Business 26:17 Cool AI Tools: A New Series 28:17 Conclusion    New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI   Sponsor Memo: Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6). If you are interested in either buying, selling, or valuation information, please reach out. There is alot of activity and you can be a part of it. For more information, reach out at kernanconsulting.com

Kelli Lester is the Co-founder and Partner at Onyx Rising, a change management consulting firm. Kelli discusses how leaders can navigate uncertainty, empower their teams, and drive innovation. She highlights the importance of leaders' vulnerability, adaptability, and inclusive decision-making in today's evolving business landscape. Kelli draws from her experiences navigating mergers, workforce integration, and cultural shifts to offer insights for leaders wanting to improve workplace dynamics and foster meaningful collaboration. Kelli explores strategies for developing high-potential talent, bridging generational divides, and cultivating authentic leadership.     TAKEAWAYS   [01:50] Kelli studies communications to have her own TV show and develops her voice.   [04:00] Working for the Mayor's office, Kelli needs to understand the pulse of the community.   [04:50] Kelli works at the Census Bureau exploring why people might not want to be counted. [05:54] The Mayor reinforces understanding and serving the community's needs. [07:02] Mergers and acquisitions at Sara Lee reveal leadership challenges in cultural integration. [08:10] Required field experience to get promoted reveals assumptions that Kelli's boss questions. [10:12] A human-centric leadership approach creates a more integrated company.   [11:01] Transforming the talent review processes to increase transparency and fairness. [12:00] Layoffs can be done with empathy, when leaders speak the truth and are authentic. [14:20] Organizations often rely on external voices, such as consultants, to challenge leadership. [15:08] A colleague's feedback helps Kelli adapt and improve team collaboration. [16:46] Leaders must proactively understand individual motivations and work preferences.   [18:51] Modeling behavior as a leader is essential. [19:55] Organizational and personal “whys” drive lasting behavior change. [21:28] Self-awareness helps leaders recognize their thought process and expectations. [24:41] To create an innovative organization, it is vital to learn to seek and receive feedback.   [26:23] Leaders benefit from actively seeking input from those who challenge them. [29:18] Psychological safety enables innovation and trust through vulnerability. [31:56] Exposure to different perspectives strengthens emotional intelligence in leaders. [33:40] Kelli's leadership model focuses on exposure, inclusion, understanding, and disruption. [34:59] Leaders can disrupt exclusionary behaviors and outdated leadership models. [36:22] Many companies talk about innovation but lack true commitment. [37:01] Risk-averse industries approach innovation as a necessity rather than an opportunity. [38:16] Think tanks help diverse teams generate innovative ideas and solutions. [39:16] Younger employees' adaptability supports problem-solving and innovation. [39:47] Innovation thrives when integrated into culture, performance, and reward systems. [40:08] IMMEDIATE ACTION TIP: Modern leadership traits include self-awareness, seeking, receiving, and giving feedback, and promoting psychological safety     RESOURCES   Kelli Lester on LinkedIn   Onyx Rising's website       QUOTES   "There isn't one way to lead. There are also two versions of the truth, right? Two truths can exist at the same time."   "Leaders must involve multiple layers in decision-making for better outcomes."   "We have to learn how to seek and receive critical or negative feedback."   "Exposure to difference is critical. Many times, people are navigating the world thinking everything is set up the same way for everyone."   "If you tell a leader, this is what good leadership looks like, you integrate it into your performance management, you have ways to reward that behavior, then you'll see more and more of it."

Welcome to the Car Dealership Guy Podcast. In this episode, I welcome back Alan Haig, CEO of Haig Partners to discuss: Why dealers are lining up to buy Stellantis stores, Why "Japan Inc." won't let Nissan fail, the vibe shift on dealership profitability in 2025, and how 10 million cars disappeared from American roads. This episode is brought to you by: 1. Uber for Business - With Central, you can request a ride on behalf of your customers even if they don't have the Uber app. If you're ready to reduce the costs associated with maintaining shuttles and limit the liability of loaner vehicles, it's time to partner with Uber. Visit @ t.uber.com/CDGauto today 2. Podium - ‪@Podiumsoftware‬ Don't miss another lead. With Podium's AI BDC, dealerships are seeing an 80% increase in after-hours appointments by handling leads 24/7. Instantly respond to inquiries, book test drives, and let your team focus on what matters: closing deals. Learn how Podium can help you sell more cars @ https://www.podium.com/car-dealership 3. CDG Recruiting - Building on the success of my industry job board, I'm launching CDG Recruiting — a more hands-on, personalized automotive recruiting service. Our team has decades of experience and has successfully placed over 1,000 roles in the automotive industry. So if you're ready to find your next rockstar employee, try CDG Recruiting today by visiting @ https://www.cdgrecruiting.com/

Ready to explore the merits and hazards of mergers, and whether buying a practice or group is right for you? Listen in as Jamie invites Polaris Executive & Partnership Consultant, Mark Flock, to the show for a conversation on the in's and out's of cap table mergers, and key factors when considering a buy-in this year.

“This business is still people-driven.”In this episode of Travillian Next, Travillian's Michael Perito, Head of Bank Strategy, and Brian Love, Head of Banking & Fintech, sit down with Bob White, 1st Colonial Community Bank CEO, for a no-nonsense look at what's shaping the banking industry today. From the battle for top commercial banking talent to the evolving role of technology, the conversation highlights the challenges and opportunities facing financial institutions.Bob shares what he looks for when hiring, why internal training programs matter, and how mergers can be a smart talent play. Plus, they tackle deposit gathering, operational risk, and the future of branch banking.

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Marc and Kim discuss the controversial idea of merging St. Louis City with surrounding counties, especially St. Charles and Jefferson, with former senator John Lamping. Lamping warns of a slow, incremental push toward the "Better Together" initiative, reflecting progressive efforts to unite the region under one large government structure. They also dive into the upcoming St. Louis County Executive race, with Lamping sharing insights on the potential replacement of Sam Page, discussing Brian Williams as a strong candidate to lead the county. With elections on the horizon, the conversation turns to the challenge of defeating long-standing Democratic control and the shifting landscape of local politics. Lamping provides an in-depth analysis of the market's reaction to recent economic shifts and how these changes could influence the nation's financial future, offering a long-term optimistic view despite short-term disruptions.

Please enjoy this encore episode of Caveat. This week on the show, Dave and Ben are excited to welcome N2K's very own Ethan Cook, a trusted policy expert, who will be joining regularly for a new segment. Starting this month, Ethan will be contributing every second week to dive deep into the world of law, privacy, surveillance, and more, offering insightful analysis on the latest policy stories. While this show covers legal topics, and Ben is a lawyer, the views expressed do not constitute legal advice. For official legal advice on any of the topics we cover, please contact your attorney.  Please take a moment to fill out an audience survey! Let us know how we are doing! Links to the stories: US state-by-state AI legislation snapshot Policy Deep Dive In this Caveat Policy Deep Dive, our conversation and analysis revolves around antitrust policy. Throughout this conversation, we break down what the current antitrust landscape is and how this landscape may change as the incoming administration takes over. Some key aspects focused on during this conversation center on some of the key antitrust cases currently being pursued, such as the landmark Google antitrust case, and how the Trump administration may utilize, revise, or remove Biden's antitrust policies, as with the 2023 merger guidelines. Get the weekly Caveat Briefing delivered to your inbox. Like what you heard? Be sure to check out and subscribe to our Caveat Briefing, a weekly newsletter available exclusively to N2K Pro members on N2K CyberWire's website. N2K Pro members receive our Thursday wrap-up covering the latest in privacy, policy, and research news, including incidents, techniques, compliance, trends, and more. This week's Caveat Briefing covers the story of the U.S. has announcing new regulations restricting the global flow of AI chips, aimed at maintaining its leadership in AI while limiting access to China, Russia, Iran, and North Korea. The rules impose export quotas on about 120 countries, with exemptions for key allies like Japan and the Netherlands, while setting stringent conditions for major cloud service providers to build data centers abroad. Curious about the details? Head over to the Caveat Briefing for the full scoop and additional compelling stories. Got a question you'd like us to answer on our show? You can send your audio file to caveat@thecyberwire.com. Hope to hear from you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textIn this episode, Joey Pinz chats with Jon Cooper, an MSP veteran with over 25 years in the industry. From starting as a break-fix shop in 1999 to growing Total Secure Technology through acquisitions, Jon shares his lessons on business growth, leadership, and the power of EOS.

Immigration law expert Jonathan Grode joins us to unravel the complexities of employment-based immigration in the U.S. We discuss the challenges businesses face with I-9 forms and the critical importance of audits and training to mitigate risks. With a focus on the economic and logistical consequences of increased enforcement under the Trump administration, we highlight the significant contributions of undocumented workers to the U.S. economy and the potential disruptions mass deportations could cause. Jonathan Grode serves as the U.S. Practice Director and Managing Partner for Green and Spiegel. Jonathan has worked continuously in the U.S. business immigration law field since 1999 and has amassed considerable experience obtaining nonimmigrant and immigrant visas for new company start-ups, professional workers, artists and entertainers, athletes, physicians, and scientific researchers. In addition, Jonathan has significant experience dealing with Department of Labor and Department of Homeland Security enforcement actions as well as immigration-related aspects of Mergers and Acquisitions. In this episode, you'll hear about: Challenges and complexities of employment-based immigration in the U.S. Importance of I-9 compliance and risk mitigation for businesses Economic impact of undocumented workers and potential disruptions from mass deportations Hopeful possibilities for immigration reform amid political changes Need for more accessible work visas, especially for low-skilled labor Role of immigration in meeting technical skills demand in manufacturing Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Linkedin - https://www.linkedin.com/company/green-and-spiegel-us/ https://www.linkedin.com/in/jonathan-grode-2556629/  Website - https://www.gands.com/en-us/contact-us/ https://www.alcorn.law/podcast/sap177/  https://www.alcorn.law/podcast/sap192/ Alcorn Immigration Law: Subscribe to the monthly Alcorn newsletter Sophie Alcorn Podcast: Episode 16: E-2 Visa for Founders and Employees Episode 19: Australian Visas Including E-3 Episode 20: TN Visas and Status for Canadian and Mexican Citizens Immigration Options for Talent, Investors, and Founders Immigration Law for Tech Startups eBook  

In this episode of Topline, we sit down with Ryan Burke, VP of Sales at CyberArk (former VP of Sales at Zilla Security), to dive deep into the $175 million acquisition of Zilla. Ryan shares what it's really like to navigate an exit in today's market—from the unexpected nature of M&A deals to the grueling due diligence process and the tough decisions that founders and executives face. We also explore the evolving cybersecurity landscape, why big platforms are scooping up smaller companies earlier, and how AI is both a threat and an opportunity in the industry. Plus, we discuss the power of trusted networks in sales, whether the "Rolodex hire" is making a comeback, and how partnerships are shaping go-to-market strategies.   Thanks for tuning in! Want more content from Pavilion?    New episodes of Topline drop every Sunday with new Topline Spotlight mini-episodes every Thursday. Subscribe to never miss an episode.   Stay ahead with the latest industry developments, emerging go-to-market trends, and valuable benchmarking data. Subscribe to Topline Newsletter for GTM insights from Asad Zaman every Thursday.   Tune into The Revenue Leadership Podcast with Kyle Norton every Wednesday. He dives deep into the strategies and tactics that drive success as a revenue leader, featuring real operators like Jason Lemkins of SaaStr, Stevie Case of Vanta, and Ron Gabrisko of Databricks.   Your're invited! Join the free Topline Slack channel to connect with 600+ revenue leaders, share insights, and keep the conversation going beyond the podcast!   Key Chapters: (00:00) - The Exciting Exit of Zilla Security (07:40) - Navigating the Acquisition Process (16:19) - The Impact of Market Conditions on Startups (25:04) - Sales Team Dynamics During Transitions (32:32) - Trends in Cybersecurity and AI's Role (35:20) - Navigating Cybersecurity Challenges (38:38) - Mergers and Acquisitions in Cybersecurity (40:32) - The Impact of AI on Cybersecurity (43:14) - The Role of Trusted Networks in Sales (49:06) - Innovative Partnerships and Their Importance (01:00:01) - Effective Communication in Professional Settings  

Text a pool service question HERE!In this episode of the Talking Pools podcast, Rudy Stankowitz discusses the various challenges and trends affecting the pool service industry. He delves into the impact of undocumented labor, the effects of mergers and acquisitions, technological advancements, economic factors, environmental regulations, and the importance of ongoing education and training. The conversation also highlights the implications of tightening immigration policies on labor availability and the legal risks associated with hiring practices. Rudy emphasizes the need for pool service professionals to stay informed and adaptable in an ever-evolving industry.takeawaysUndocumented labor plays a significant role in the pool service industry.Mergers and acquisitions are reshaping the landscape of pool service.Technological innovations like robotic cleaners are changing maintenance practices.Economic factors, including inflation, are impacting service costs.Environmental regulations are pushing for more sustainable practices in pool maintenance.Ongoing education and training are essential for staying competitive.Labor shortages are becoming a critical issue for pool service businesses.Tightening immigration policies could lead to increased labor costs.Legal risks associated with hiring undocumented workers are significant.Proactive adaptation is key to thriving in the pool service industry.Chapters00:00Introduction to Pool Industry Challenges09:00Impact of Mergers and Acquisitions14:14Economic Factors Affecting Pool Services19:20Labor Shortages and Immigration Policies27:01Legal Risks and Compliance Issues39:34Future of Pool Construction and Service Support the showThank you so much for listening! You can find us on social media: Facebook Instagram Tik Tok Email us: talkingpools@gmail.com

Mergers aren't easy. They demand careful analysis, difficult decisions, and tricky stakeholder management. But they are becoming increasingly necessary as dropping enrollments make going it alone less viable for more and more institutions. So, Michael and Jeff sat down with the presidents of two colleges in Ohio that are in the process of merging and the consultant that helped guide them through it to learn more about how to do so successfully. They discuss how to find the right partner, navigate federal approval processes, and manage the emotional elements. This episode is made with support from Ascendium Education Group and The Gates Foundation.Links We MentionStrategic Mergers in Higher Education by Ricardo Azziz et al.Chapters0:00 - Introduction01:32 - Future U's Coverage of M&A03:26 - A Merger in Northwest Ohio04:44 - Pursuing a Partnership08:29 - Finding the Right Fit10:45 - The Challenging Federal Approval Process16:21 - Managing Stakeholder Communications22:09 - Lessons Learned27:04 - The Leadership Characteristics Required30:46 - The Timeline of Mergers39:03 - Managing the Emotional Element Connect with Michael Horn:Sign Up for the The Future of Education NewsletterWebsiteLinkedInX (Twitter)ThreadsConnect with Jeff Selingo:Sign Up for the Next NewsletterWebsiteX (Twitter)ThreadsLinkedInConnect with Future U:TwitterYouTubeThreadsInstagramFacebookLinkedInSubmit a question and if we answer it on air we'll send you Future U. swag!Sign up for Future U. emails to get special updates and behind-the-scenes content.

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