Podcasts about mergers

Today's Post - https://bahnsen.co/4f3mRWM Lessons from the AOL-Time Warner Merger: A Historical Business Failure In this episode of the Dividend Cafe, host David Bahnsen explores the infamous AOL-Time Warner merger of 2000, marking its 25-year anniversary. He delves into the history of both companies, the circumstances leading to the merger, and the reasons behind its failure. David underscores the importance of learning from past mistakes in the investment world and highlights the dangers of overlooking fundamentals and the human factors in business decisions. Drawing from his personal experience and extensive reading, David sheds light on the impact of corporate egotism, inflated valuations, and the lack of strategic alignment in this monumental $200 billion business disaster. 00:00 Introduction to Dividend Cafe 00:03 The Importance of Learning from History 00:59 The AOL-Time Warner Merger: A Historical Overview 03:56 The Rise and Fall of AOL 05:30 The Complex History of Time Warner 07:53 The Merger: A Recipe for Disaster 11:09 The Human Element in Mergers and Acquisitions 16:04 Financial Missteps and Overvaluation 19:12 The Aftermath and Lessons Learned 23:54 Conclusion: Principles for Future Investments Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

In this conversation, George Weiner speaks with Ken Berger, the former CEO of Charity Navigator, about the evolution of nonprofit evaluation, the challenges of measuring overhead, and the importance of adapting to changing funding landscapes. They discuss the impact of effective altruism, the necessity of mergers in the nonprofit sector, and the role of storytelling and data in demonstrating outcomes. Ken shares valuable insights and advice for current and future nonprofit leaders, emphasizing the need for humility, collaboration, and strategic planning in navigating the complexities of the nonprofit world. takeaways The overhead debate has historically hurt nonprofits. Metrics for evaluating nonprofits are evolving beyond just overhead. Nonprofits must strategically manage their overhead to thrive. Advocacy and strategic planning are crucial in times of funding cuts. Mergers can be a viable solution for struggling nonprofits. Effective altruism has its limitations and assumptions. Measuring outcomes is a significant challenge for many nonprofits. Data can help bridge the gap between outputs and meaningful outcomes. Storytelling remains a powerful tool for nonprofits. Future nonprofit leaders must be humble and open to learning.

Why White-Collar Jobs Are DisappearingHire Yourself Podcast with Pete GilfillanWhite-collar roles—especially middle and senior management—are disappearing fast. Why? In this episode, Pete Gilfillan explores the top reasons behind the corporate shift eliminating executive positions and what professionals can do to protect their income and future. If you're feeling the squeeze from flattening org charts, AI disruption, or restructuring, this episode is your wake-up call.In this episode, Pete discusses:The Corporate Shift Toward Leaner Structures Companies are flattening hierarchies, eliminating layers of management, and pushing performance expectations higher—all in the name of efficiency.How Technology Is Replacing Leadership AI, automation, and digital tools are replacing key executive functions, changing the skills companies value—and reducing the need for senior roles.The Rise of Entrepreneurship Outside the System With fewer opportunities in traditional structures, more executives are leaving to build lean, innovative businesses—often with lower overhead and higher impact.Mergers, Outsourcing, and Contract Work From global outsourcing to post-merger redundancies, more companies are prioritizing flexibility over loyalty, leaving executives vulnerable to downsizing.Key Takeaways:White-collar job security is a myth.The traditional path of climbing the ladder no longer guarantees a future.Executives are being replaced by automation and data.You must adapt—or risk being left behind.Franchise ownership offers an alternative path.It's a way to regain control, diversify income, and stay ahead of uncertainty.You can't be downsized from a business you own.Ownership is the new job security.“If you're still betting your future on a corporate job, you're one reorg away from regret.” — Pete GilfillanCONNECT WITH PETE GILFILLAN:

Kris Blohm, Managing Director, Practice Co-Leader, Mergers & Acquisitions, Kaufman Hall, and Courtney Midanek, Managing Director, Practice Co-Leader, Mergers & Acquisitions, Kaufman Hall, discuss the rapid acceleration of major business unit or "operating portfolio" moves within health care organizations that are navigating the complexities of specialized areas such as home health, skilled nursing, DME, outreach labs, and behavioral health. They cover how legal, financial, and operational teams must collaborate strategically to ensure successful outcomes. Sponsored by Kaufman Hall, a Vizient company.Watch this episode: https://www.youtube.com/watch?v=93bS4EY3Np0Learn more about Kaufman Hall: https://www.kaufmanhall.com/ Essential Legal Updates, Now in Audio AHLA's popular Health Law Daily email newsletter is now a daily podcast, exclusively for AHLA Premium members. Get all your health law news from the major media outlets on this podcast! To subscribe and add this private podcast feed to your podcast app, go to americanhealthlaw.org/dailypodcast. Stay At the Forefront of Health Legal Education Learn more about AHLA and the educational resources available to the health law community at https://www.americanhealthlaw.org/.

July 14, 2025: Kevin Day, CTO at Rhapsody, joins Drex for the news. While 96% of healthcare executives say they're ready for digital health solutions, two-thirds still battle interoperability challenges that create real patient care problems. Kevin and Drex bring up an alarming trend: 28 healthcare breaches affecting over 5 million people in June 2025, with attack vectors evolving from phishing emails to unpatched third-party software. Kevin discusses how AI might solve duplicate patient record problems while revealing why the soft underbelly of healthcare cybersecurity may not be where most organizations think it is. Key Points: 03:59 The Impact of Duplicate Records 06:00 AI and Data Management Solutions 08:14 Mergers and Acquisitions in Healthcare 13:43 HHS Breach Reports News Articles:  Vast Majority of Healthcare Execs Embrace Digital Despite Interoperability Hurdles, Says MIT 25 hospital M&As finalized in 2025 HSS Breach Report X: This Week Health LinkedIn: This Week Health Donate: Alex's Lemonade Stand: Foundation for Childhood Cancer

In this special edition of Tech Exits, we will attempt to answer the questions:  What do tech investors prioritize when evaluating opportunities?  What is the impact of AI on investment strategies?  When should entrepreneurs seek investment versus considering an M&A exit?    This discussion took place during the WFS Flagship Conference, Growth & Exit Strategies: HealthTech on April 3rd, 2025.  The panel lineup includes:  David Gardner, Founding Partner, Cofounders Capital Daniel O'Mahony, Partner, Seroba Life Sciences  Robbi Allen, General Partner, Triangle Tweener Fund  Moderating this panel is David Levine, Regional Managing Director of the Corum Group.   

SummaryMike Chan from Deep Ventures joins the ATX DAO Podcast to talk about what makes a crypto VC actually useful to founders, especially in a post-bull market. Drawing from his own path as a Web2 founder and early Web3 operator, Mike shares why empathy, context, and hard-won experience matter more than ever in venture. He explains how Deep Ventures evolved from a syndicate to a fund, what changes in a bear market, and how founders can spot the difference between strategic capital and dead weight on the cap table.This episode is packed with sharp, candid insights for anyone building in Web3. Whether you're fundraising now or planning to in the future, Mike breaks down what good support really looks like, from writing real deal memos to offering founder-first guidance beyond the check. If you're tired of surface-level VC talk and want a grounded look at crypto capital today, this one's worth a listen.Chapters00:00 Introduction01:47 The Journey of a Web2 to Web3 Founder07:07 Career Path and Regrets15:28 Navigating Market Cycles24:30 The Future of Mergers and Acquisitions in Crypto33:21 Timing the Market and Team Dynamics38:30 The Importance of Community and Long-Term Vision44:33 Finding Diamonds in the Rough52:02 Sub-Theses for Investment in CryptoConnect with Mike and Deep Ventures:X (Twitter): ⁠⁠@mikewchan | @DeepVenturesVCWebsite: https://deepventures.ioCheck out our friends at Tequila 512:Website: ⁠⁠⁠⁠⁠⁠⁠https://www.tequila512.com⁠⁠Socials: ⁠⁠X (Twitter)⁠⁠ | ⁠⁠Instagram⁠⁠ | ⁠⁠TikTok⁠⁠ | ⁠⁠Facebook⁠To learn more about ATX DAO:Check out the ⁠ATX DAO ⁠websiteFollow ⁠@ATXDAO⁠ on X (Twitter)Subscribe to our newsletterConnect with us on ⁠LinkedIn⁠Join the community in the ⁠ATX DAO Discord⁠Connect with the ATX DAO Podcast team on X (Twitter):Ash:  ⁠@ashinthewild⁠Luke: ⁠⁠⁠⁠⁠@Luke152⁠⁠⁠⁠⁠Support the Podcast:If you enjoyed this episode, please leave us a review and share it with your network.Subscribe for more insights, interviews, and deep dives into the world of Web 3.

Welcome to our review of PR pitches and mergers & acquisitions in the UK PR scene with Andrew Bloch. Here we discuss the biggest pitch wins and mergers & acquisitions that the PR sector has seen in July 2025Andrew is the lead consultant - PR, Social, Content and Influencer at the new business consultancy firm AAR and a partner at PCB Partners, where he advises on buying and selling marketing services agencies.The PRmoment podcast will be taking a more relaxed approach over the summer. We won't be doing weekly shows but as and when pressing PR issues occur that need discussion we'll hop back on the pod.Also, thanks so much to the PRmoment Podcast sponsors the PRCA.PITCH WINS Mars global snacking and pet care appoints Weber Shandwick Collective. Pladis appoints Headland Tin Man – Double win – Bella and Duke, pet wellness and nutrition, premium raw pet food. Lelo – sexual wellness brand, tasked with shifting the narrative around pleasure without shame. Global Flower Services appoints Finn partnersHisense appoints Ranieri Salesforce appoints Harvard Xplora appoints Brand Nation Anker Innovations appoints  Red ConsultancyEquinox appoints  MHP Glyde appoints Stacked/Munch PR Asda appoints Smarts Fish ‘N' Chips (Fox's Burtons savoury snack brand) appoints Frank. Guatemala Tourism appoints PC Agency St Pancras Hotel appoints Palm PR Ordnance Survey appoints Diffusion Global Brands (VK and Hooch) appoints Hatch Just Eat appoints EarniesPrep Kitchen appoints Words + PixelsRoyal Ballet and Opera appoints Hope & Glory St Mungo's homeless charity appoints The AcademySweaty Betty Foundation appoints  Fanclub Debenhams Group appoints Threesixty TK Maxx appoints Burson  M&A Activity Inkling merges with Eight&Four Supermetrics (leading marketing intelligence platform) acquires Relay 42 (real time customer data platform) Brave Bison acquire Mark Ritson MiniMBA

So Duckies, we all have hd such a huge last few weeks in the news we just couldn't pick one. Mergers, Settlements, charges dropped, lists went missing, or maybe never existed?! Who knows which story is better. So we're bring back the Hat of Topics! Oh, Mighty Hat of Topics, please tell us what are people talking about today?Our first pick brings you some details on the CBS/Paramount Settlement. Nicky gives you details on their plan to give in to the Trump 2.0's demands.Our next pick brings you our concerns for how the new Big Beautiful Bill is going to impact Americans. After that NickyTrend explains her new obsession with Tiny Chef.We then move over to the Texas Flood conversion and the state of the NWS. We try to fit as much as we can duckies! But 15 min goes fast… this one is a long one!But anyways, you tell us!- What do you think Trump will do with that $16 Million? Charity, right?- What's you favorite kids show, that you MAKE your kids watch?- “Stay Together For The Kids”, Parents, we're not doing this anymore, right?Read the stories and judge for yourself:- Paramount Pay-Out https://variety.com/2025/tv/news/dan-rather-paramount-trump-suit-settlement-sell-out-1236446675/- Killing Medicaid https://www.axios.com/2025/07/07/medicaid-impacts-tax-bill-delayed- Save Tiny Chef https://people.com/tiny-chef-still-unemployed-amid-show-return-speculation-11766865- Texas Floods https://www.msnbc.com/msnbc/amp/rcna217308- Leave Cassie Alone https://amp.tmz.com/2025/07/05/clayton-howard-claims-cassie-embraced-diddy-power/- Alligator Alcatraz https://www.newsweek.com/alligator-alcatraz-flooded-opening-day-donald-trump-migrant-detention-center-2093581- NYPD Fails https://x.com/NYPDPC/status/1941494784964821073**********If you wish to contribute and help the Texas Flood Victims, visit:https://www.gofundme.com/f/flood-relief-fund-2025(grants cash directly to verified individuals, families, and vetted local nonprofits)https://operationbbqrelief.org/(fresh meals for flood survivors and first responders in Central Texas)https://adrn.org/(Austin Disaster Relief Network (ADRN): Converts your donation into gift cards for essentials—food, housing, meds—and manages local volunteer efforts)*************To keep up with the Ducks in charge follow:FB & IG: @BubblebathstoriesNicky Trendz IG: @nickyTRENDZManny Oso IG: @gotnotime4dissFor official Merch head over to Bubblebathstories.co☎️ Or call us at 347-878-1144 !!!

www.marktreichel.comhttps://www.linkedin.com/in/mark-treichel/Episode Summary:In this episode of With Flying Colors, host Mark Treichel sits down with Thomas Griswold, Managing Director at ALM First, to explore the financial forces shaping credit unions in 2025 and beyond. From balance sheet risk to liquidity pressures and loan participation strategies, Thomas shares insights into how ALM First helps credit unions navigate a dynamic economic environment with capital discipline at the center.They also dive into recent industry trends, including:The slowdown in consumer loan growthRebalancing liquidity post-rate hikesStrategic use of CDs, borrowings, and non-member fundingPricing risk wisely (and knowing when not to chase volume)Mergers of equals and the evolving landscape of consolidationNew developments in ALM First's services—including on-demand liquidity tools and talent retention strategiesWhether you're a CEO, CFO, or board member, this episode is packed with practical takeaways on managing risk and optimizing performance in uncertain times.

Mergers and acquisitions are among the more complex processes new CEOs have to learn, whether they’re in the role for the first time or taking over at a new company. Andreas “Andy” W. Mattes has navigated this multiple times in his roles as CEO of Siemens Communications, Diebold, and later of Diebold Nixdorf, and now of the laser technology company Coherent. In this discussion with M&A practice leader Jake Henry, Andy talks about the roller-coaster ride that M&A can be, and the critical M&A skills he had to learn as a CEO, including how to best deal with competing bids and making time to commune with other CEOs. Jake is the global co-leader of McKinsey’s M&A Practice, which includes mergers, acquisitions, integrations, joint ventures, and divestitures. He previously led our Life Sciences Practice globally, where he guided pharmaceutical and medical-technology company executives on matters of corporate strategy, growth strategy, and operational excellence for more than twenty years. Related insights CEOs in M&A: Five actions only the chief executive can take Uncertainty in M&A: Postcards from the new normal M&A Annual Report: Is the wave finally arriving? What makes a successful CEO? The loneliest job? How top CEOs manage dilemmas and vulnerability CEO excellence: How do leaders assess their own performance? CEO Excellence: The Six Mindsets That Distinguish the Best Leaders from the Rest The Journey of Leadership: How CEOs Learn to Lead From the Inside Out McKinsey Strategy & Corporate Finance on LinkedIn McKinsey Insights on M&ASupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

In this episode of the STR Data Lab, Jamie Lane interviews Patryk Swietek, owner of The Cohost Company. Patryk shares his journey into the short-term rental industry, starting as a tech employee at Aon Stay, where he observed operations scaling from 200 to over 1000 units. Post-COVID layoffs led him to start his own business, initially as a host and eventually acquiring three property management companies. His company now manages 100 listings in Joshua Tree, California.  Patryk emphasizes the benefits of real estate for wealth creation but notes the thin margins and significant time commitment. He transitioned to managing properties for others to scale more effectively. Patryk details the advantages and challenges of acquiring property management contracts, highlighting the stability and long-term value these contracts provide. He also discusses the importance of integrating new acquisitions into a single Property Management System (PMS) and improving operational efficiency.  The conversation touches on the competitive landscape of Joshua Tree, the importance of proactive hospitality, and leveraging tech solutions for better management. Patryk also discusses his public presence and its impact on his business. He concludes by stressing the importance of high-quality service, owner retention, and responsible scaling. You don't want to miss this episode! ~~~~ Signup for AirDNA for FREE

Have you ever noticed how many times you have to merge as you drive? How about in your relationships? When you move into a new neighborhood. When you take a new job. When you marry. When you have kids. When you “blend” your family with another family. This message will look at those transitional times and how to navigate them without crashing into each other and creating relational crises.

https://www.ogcsolutions.com/ 201-712-1616 Mark Snyderman, COO and General Counsel of OGC Solutions, appeared on The Attorney Post to break down today's legal landscape for growing companies. With nearly 30 years of experience, Snyderman's conversation focused on mergers and acquisitions, client ethics, and adapting to a changing legal workforce. Snyderman revealed how legal services—once reserved for major corporations—are now critical for smaller firms. OGC Solutions fills that gap, helping clients handle everything from contract law to compliance and crisis management. He spotlighted common M&A mistakes, such as hidden liabilities and poor legal review. In one instance, a seller failed to pay workers' comp for a decade, a costly mistake that nearly fell on the buyer. Snyderman recommends legal education platforms like Prep4MA.com to help entrepreneurs and their attorneys avoid preventable losses. Ethics was another major theme. Snyderman described the difficulty of severing ties with clients whose values didn't align with his firm's. Despite long-standing relationships, ethical boundaries remain non-negotiable. The episode concluded with a forward-looking take on AI's role in law. While automation could disrupt traditional roles, Snyderman emphasized that clients still crave human advice grounded in real-world experience—what he calls “artisanal” legal content. Sponsors: RankWith.NewsThe Attorney PostNational ERCAndropology https://youtu.be/ZBzaNSEIntY

In the race to dominate generative AI, Big Tech firms haven't just been building, they've been buying. But there's something strange about most of the deals that they have struck. Companies like Meta, Microsoft, Amazon, Google, and Nvidia are embedding themselves deep within the AI ecosystem through strategic investments, exclusive partnerships, and talent acquisitions- with deals that stop just short of formal takeovers, but the economic impact of these deals it turns out – is indistinguishable from full control.Drayton D'Silva Substack Article: https://enterprisevalue.substack.com/if-i-did-itPatrick's Books:Statistics For The Trading Floor: https://amzn.to/3eerLA0Derivatives For The Trading Floor: https://amzn.to/3cjsyPFCorporate Finance: https://amzn.to/3fn3rvC Ways To Support The Channel:Patreon: https://www.patreon.com/PatrickBoyleOnFinanceBuy Me a Coffee: https://www.buymeacoffee.com/patrickboyle

Jay Woods takes a closer look at the massive rebound markets experienced, from the April lows, to the rebound pushing indices back near all-time highs. He credits Nvidia (NVDA) for reclaiming its leadership position in tech, along with financials like JPMorgan Chase (JPM) and Goldman Sachs (GS) offering support. Jay adds that IPOs like CoreWeave (CRWV) and Circle (CRCL) added muscle to the rally. Some headwinds Jay warns against: tariff deadlines and uncertainty around the "Big, Beautiful Bill" in Washington.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Marc shares his takeaways from attending the "Housingwire" event, where the speakers were the CEOs of top publicly traded real estate sales companies. Marc shares his reflections  revealing surprising details about brokerage profitability, the constant challenge of retaining quality agents, the overemphasis on ‘culture', and the real impact of technology on the industry. Discover why focusing on local, strong relationships remains your biggest competitive advantage in property management, even as the big players grapple with their own growing pains.   Lead Simple - manage more doors with less stress using LeadSimple   Property Manager Websites - the highest performing property management website in the industry   Rentvine - the property management software you can trust   NARPM Orlando Event: Register here   PMbuild - Marc's education for property managers   Join Marc's new property management Facebook group This podcast is produced by Two Brothers Creative.

In this in-depth episode of Breaking Barriers, learn the key to church merger success. Pastor Andrew shares the "two hearts, one vision" strategy that produced four successful mergers and explains why the majority of church mergers fail. Both churches require the same gospel-centered heart posture; how to recognize senior church members, and the discipleship opportunities presented by mergers. There are also some true stories, helpful advice, and practical actions for church leaders thinking about merging from a Kingdom mindset. This episode is straight from our Merger 1-Day event where we did a deep-dive on the entire process. Keep an eye out for new 1Day events happening every quarter!

Good morning from Pharma and Biotech daily: the podcast that gives you only what's important to hear in Pharma and Biotech world.Ey's 2025 Biotech Beyond Borders report reveals that over one-third of biotech companies have less than a year of cash left, indicating financial challenges within the industry. The report emphasizes the need for a return to basics for biotech companies. Additionally, industry experts are discussing FDA Commissioner Makary's push to modernize the FDA and speed up regulatory processes. Scholar Rock has seen positive results with a weight loss combination therapy, and the FDA's new voucher program has been met with some optimism from biotech investors. Overall, the biotech industry is facing financial struggles, but there are opportunities for growth and innovation in the future.BioNTech and CureVac were once enemies, with BioNTech attacking CureVac's "failed" COVID vaccine program. However, they are now merging, with BioNTech buying CureVac in a $1.25 billion all-stock acquisition. The biopharma industry has seen a string of dramatic deals, with companies paying high premiums for acquisitions. This includes Sanofi paying a 300% premium for Vigil Neuroscience and Novartis acquiring Regulus for $800 million upfront. Overseas biosimilars companies can be sued in the US, potentially dissuading them from targeting the US market and benefiting domestic producers. Lilly's $1.3 billion acquisition of Verve in the gene editing space has been met with skepticism from analysts. Biotechs are seeking partnerships as the industry moves forward, with events like BIO2025 kicking off. The industry is facing challenges such as layoffs at companies like Lycia, while AstraZeneca makes a $5.3 billion AI bet with China's CSPC for chronic disease pills. Overall, the biopharma industry is experiencing a period of intense deal-making and strategic shifts.

Nonprofit mergers and partnerships aren't just survival tactics—they're strategic opportunities to multiply impact and secure long-term sustainability. This compelling conversation with Jennifer Riha, Chief Strategy Officer, and Trent Stechschulte, Chief Legal Officer at Boundless, unveils how strategic growth has transformed their organization's ability to fulfill its mission of realizing the boundless potential of all people.Today's health and human services organizations face a perfect storm: skyrocketing demand for services while resources and qualified staff become increasingly scarce. Against this backdrop, Boundless has pioneered a proactive approach to partnerships that challenges traditional nonprofit thinking. As Trent memorably states, "not-for-profit is a tax status with the IRS—not a business plan."Jennifer shares how strategic mergers have expanded Boundless from serving specific populations in limited areas to reaching over 6,000 individuals annually across Ohio. Their sophisticated partnership toolkit—including scoring systems for potential partners and comprehensive integration planning—ensures these unions truly amplify impact rather than simply combining assets. The results speak volumes: when Koinonia joined Boundless in 2023, staff immediately received higher wages and better benefits, while clients gained access to specialized services previously unavailable in their region.Perhaps most compelling is how these partnerships create the financial leverage needed for innovation. With nonprofit margins typically under 5%, organic growth alone can't generate sufficient resources for technological advancement or program expansion. Strategic partnerships create the scale necessary to invest in the future.    Curious how your organization might benefit from strategic partnerships? Listen now to discover practical insights on building a more sustainable, impactful future for your nonprofit mission.

This week on Taking Stock Susan Hayes Culleton looks at the growing numbers around pet ownership and asks if we have reached peak pet when she talks to Charles Cosgrove of Village Vets.John Burns of the Irish Independent assesses what NAMA did and didn't do for the country.Plus, Susan looks at a new report from global law firm Taylor Wessing which shows that confidence remains high across the Mergers and Acquisitions landscape despite geopolitical pressures.

Welcome to the latest episode of Engineering Influence, brought to you by the American Council of Engineering Companies, live from the 2025 Annual Convention and Legislative Summit in Washington D.C. In this episode, we dive deep into the business side of engineering with Ed Alizadeh from UES, discussing the evolving role of mergers, acquisitions, and private equity in the industry. Ed shares his decades of experience and offers insights into how private equity is reshaping firms while maintaining growth and entrepreneurial spirit. He elaborates on the integration challenges and cultural shifts when smaller firms join larger entities like UES, emphasizing the importance of collaborative growth rather than mere financial transactions. Join us as we explore these transformative industry trends and consider the significance of market intelligence and strategic foresight in navigating the future of engineering businesses.

On this episode of Chit Chat Stocks, we research Joel Greenblatt and what we can learn from the investor who put up 50% annualized returns before fees for Gotham Capital. We discuss:(02:55) Who is Joel Greenblatt?(08:34) Gotham Capital's Performance(11:36) Special Situations Investing(12:34) Understanding Spin-Offs(19:30) Mergers and Arbitrage(23:35) Bankruptcies and Restructurings(32:35) Recapitalizations, Options, and Leaps(36:19) Understanding the Little Book: Quality Stocks at Cheap Prices(41:11) Screening for Value: EV to EBIT and ROIC(49:13) The Magic Formula: Combining Quality and Value(57:59) Lessons from Joel Greenblatt: Complexity and Homework*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is the complete stock research platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Welcome to the Artificial Intelligence Podcast with Jonathan Green! In today's episode, we dive deep into the disruption AI is causing in the mergers and acquisitions industry with our special guest, Brett Story, an expert in investment banking and strategic acquisitions.Brett shares his insights on the rapid integration of AI in the field of mergers and acquisitions, emphasizing the importance of adapting quickly to technological advancements. Having attended the largest private equity conference, Deal Max, Brett provides a firsthand account of the growing presence of AI in the industry, and its potential to revolutionize processes for smaller firms.Notable Quotes:"I see the train has left the station and you better get on board." - [Brett Story]"It's only as good as the inputs...you have to have the right inputs to get the most out of these tools." - [Brett Story]"AI accelerates a solution you already have, or improves, or automates." - [Jonathan Green]"The people who jump on the train early and develop these skills will have the advantage." - [Jonathan Green]Brett elaborates on the common challenges and mistakes companies face when adopting AI, such as not having a defined strategy. He highlights the value of AI as a tool to enhance human relationships and decision-making rather than completely replace them. Brett also shares his unique approach to using AI tools like ChatGPT and Grok as if they were analysts, leveraging their capabilities to provide strategic insights.Connect with Brett Story:LinkedIn: https://www.linkedin.com/in/brettstory/Website: https://britehorn.com/Brett is dedicated to assisting family and founder-owned companies with their first major exits, offering personalized and strategic solutions.If you're intrigued by how AI is reshaping the mergers and acquisitions landscape and wish to learn from an industry leader, this episode is a must-listen!Connect with Jonathan Green The Bestseller: ChatGPT Profits Free Gift: The Master Prompt for ChatGPT Free Book on Amazon: Fire Your Boss Podcast Website: https://artificialintelligencepod.com/ Subscribe, Rate, and Review: https://artificialintelligencepod.com/itunes Video Episodes: https://www.youtube.com/@ArtificialIntelligencePodcast

In this engaging conversation, Heather Valeri shares her journey from a military upbringing to becoming a successful business advisor in Charleston, South Carolina. She discusses her early entrepreneurial spirit, her experiences in mergers and acquisitions, and her passion for helping small business owners. Heather emphasizes the importance of client relationships, negotiation skills, and the unique challenges she faces in her advisory role. The conversation also touches on her personal interests and the balance between work and life.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

June 9, 2025: Healthcare organizations face an unprecedented challenge as potential Medicaid cuts threaten heavy IT staff reductions, but what if the real solution lies hidden in plain sight within their own systems? Jason Rose, CEO of Clearsense, discusses how "zombie applications" - applications that are neither fully alive nor completely dead - are silently draining millions from healthcare budgets. The conversation delves into the harsh realities of crisis governance models, the hidden costs of transition service agreements, and whether healthcare leaders are prepared to make the difficult operational decisions required in the days ahead. Enjoyed the Discussion? Dive Deeper with “How Application Portfolio Management Accelerates M&A Value in Healthcare” Key Points: 01:43 Zombie Applications 04:30 Mergers and Acquisitions 08:30 Cost Reduction Strategies  11:47 Real-World Examples and Case Studies News Articles: Leading Through the Storm: Functioning After a 20% IT Staff Reduction X: This Week Health LinkedIn: This Week Health Donate: Alex's Lemonade Stand: Foundation for Childhood Cancer

Six Flags and Cedar Fair's $8 billion mash-up, Herschend's shopping spree, and Falcon's Beyond devouring Oceaneering are just the opening salvo in a consolidation wave now squeezing most regional parks into four corporate camps. But deal-making is only the first of five seismic shifts Philip and Scott unpack this week. They probe why per-guest spending keeps climbing even as attendance flattens, how velvet-rope up-charges like Disneyland's $400 Premier Pass and Six Flags' $162-a-month Flash Pass are normalizing class tiers, and why every operator—from Universal's Fan Fest Nights to SeaWorld's Coasters After Dark—now treats shoulder-season festivals as its loyalty engine. The hosts also tackle staffing's post-pandemic “cool-down” and ask whether AI-driven scheduling and on-site dorms finally solve the labor puzzle. Think you've already future-proofed your park? These five trends say otherwise. Listen to weekly BONUS episodes on our Patreon.

Overview: In this episode of the SMB Community Podcast, hosts Amy and James discuss how to retain key employees during company acquisitions, sharing real-life experiences and effective strategies such as retention bonuses and clear role definitions. They also delve into the benefits of a four-day workweek, the importance of NFR programs for software vendors, and advancements in AI for ad generation and management. Additional topics include the emotional impact on employees during an acquisition and recent tech industry news, including AI adoption and its governance challenges.  --- Chapter Markers: 00:00 Introduction and Host Greetings 00:35 Weekend Recap 02:04 MSP Question of the Week: Key Employee Retention During Acquisitions  08:53 Listener Questions and Contact Information 09:34 News Highlights: AI and IT Industry Updates 17:08 Discussion on Four-Day Work Week 26:21 Upcoming Event: Ask Anything on Mergers and Acquisitions 27:35 Closing Remarks  --- 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

Welcome to our review of PR pitches and mergers & acquisitions in the UK PR scene with Andrew Bloch. Here we discuss the biggest pitch wins and mergers & acquisitions that the PR sector has seen in April 2025Andrew is the lead consultant - PR, Social, Content and Influencer at the new business consultancy firm AAR and a partner at PCB Partners, where he advises on buying and selling marketing services agencies.Don't miss PR Masterclass: AI in PR on July 2ndHow to Integrate AI into your PR WorkflowHow will AI impact the agency business model?The impact of AI on journalismIs LLM optimisation PR's biggest opportunity of our lifetimes?Check out the microsite PRMasterclasses.com for all the details including the speaker line-up.The other vital bit of information is that The Creative Moment Awards final entry deadline is Friday 20th June, You can see all the categories for 2025 at the microsite creativemomentawards.co.Thanks so much to the PRmoment Podcast sponsors the PRCA.Here is this month's run down of the biggest PR pitch wins in May 2025:International Wine & Spirits Competition appoints ClarionBritish Association for Counselling and Psychotherapy (BACP) appoints KindredLastMinute.com appoints Sunny Side UpPeoples Postcode Lottery appoints SmartsTruffle Burger appoints ChompGousto appoints The RomansBAM UK appoints Four Agency WorldwideSamsung appoints MischiefWestern Digital appoints HarvardBurson appoints CellnexIP Office appoints Lansons Team FarnerWaitrose appoints The HeardWenzels appoints WSky TV appoints Blurred Contura Orthopedics appoints Match FitAnd this month's run down of M&A activity in the PR sector:Stakked acquires RadioactiveMission Group merges Mongoose PR with Populate Social and Alive Experiential to form Mongoose Sport& EntertainmentIntinctif sells MENA operations to Excella AdvisoryPublicis acquires Capitv8M+C Saatchi  acquires Dune 23Together Group acquires OBO

  What does it really take to sell a specialized, high-performing company—and survive the emotional rollercoaster along the way?  In this episode, we sit down with James Fair, co-founder of Vetasi, to discuss his firsthand experience navigating the M&A process. With no urgent motivation to sell, James still saw the value in preparing for the future and ultimately chose to pursue an acquisition.  He reflects on what made Vetasi attractive to buyers, the challenge of maintaining company operations while managing the demands of due diligence, and the critical role of trust and communication with internal teams.  James also shares the surprises, missteps, and hard-earned lessons from the deal, offering candid advice for founders considering their own exits. You'll hear why emotional resilience matters, how preparation can make or break a sale, and what life looks like on the other side of the table. 

During times of volatility, business leaders often don't know what they are able to change or even what they should change. At precisely these times, business leaders become risk leaders and need to quickly learn how to identify what is within their control and what isn't — to not only survive but thrive. Alla Valente, Principal Analyst at Forrester Research, joins Business Security Weekly to discuss how to Regain Control Over Business Risk With The Three E's Framework, a report that provides a framework for identifying what is controllable and how to be smart when dealing with volatility. In the leadership and communications section, Cybersecurity for Mergers and Acquisitions – A CISO's Guide, Your Employees Aren't the Problem. Your Leadership Habits Are, When the Best Leadership Skill Is Just Being Present, and more! Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-398

During times of volatility, business leaders often don't know what they are able to change or even what they should change. At precisely these times, business leaders become risk leaders and need to quickly learn how to identify what is within their control and what isn't — to not only survive but thrive. Alla Valente, Principal Analyst at Forrester Research, joins Business Security Weekly to discuss how to Regain Control Over Business Risk With The Three E's Framework, a report that provides a framework for identifying what is controllable and how to be smart when dealing with volatility. In the leadership and communications section, Cybersecurity for Mergers and Acquisitions – A CISO's Guide, Your Employees Aren't the Problem. Your Leadership Habits Are, When the Best Leadership Skill Is Just Being Present, and more! Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-398

Sponsored By AdCirrus ERP, your trusted partner for cloud ERP solutions. Learn more at adcirruserp.com.Meet Jim MayerWith over two decades of experience in the manufacturing industry, Jim Mayer is a recognized leader, storyteller, and advocate for the transformative power of connection. As the founder of The Manufacturing Connector, Jim has built a platform that strengthens the industry through innovative content, leadership development, and community-building initiatives. His work inspires collaboration, empowers emergingleaders, and celebrates the human side of manufacturing.A passionate advocate of manufacturing, Jim is dedicated to amplifying the voices of industry leaders and sharing the values and innovations that drive the sector forward. Through his leadership programs, live events, and thought-provoking media, Jim equips professionals with the tools and insights they need to thrive in a rapidly changing landscape.Known for his authenticity, humility, and innate curiosity, Jim is a sought-after speaker who engages audiences with his unique ability to connect people to ideas, opportunities, and each other. His commitment to fostering meaningful growth and innovation continues to shape the future of manufacturing and elevate its culture.Connect with Jason!The Manufacturing ConnectorLinkedIn​​Manufacturing Culture PodcastLead the Change Tour 2025jim.mayer@themfgconnector.com  (480)532-2717Highlights00:00 The Power of Body Language04:22 Introducing Jim Mayer: A Leader in Manufacturing09:00 Jim Mayer on Leadership in Manufacturing17:45 The Leadership Development Continuum25:36 The Importance of Culture in Manufacturing26:45 Understanding Organizational Culture28:28 The Impact of Hiring for Culture30:03 Defining Buzzwords and Values30:58 Marketing and Culture Alignment35:57 Challenges in Mergers and Acquisitions40:56 The Importance of Intentional Culture Building41:36 Fun Facts and Personal StoriesConnect with the Broads!Connect with Lori on LinkedIn and visit www.keystoneclick.com for your strategic digital marketing needs! Connect with Kris on LinkedIn and visit www.genalpha.com for OEM and aftermarket digital solutions!Connect with Erin on LinkedIn!

Support our work at https://thewpminute.com/supportGet the newsletter at https://thewpminute.com/subscribefounder of 10up and now a Partner at Fueled, to talk about a major agency evolution. Jake shares the journey from founding 10up in 2011 to its merger with Fueled in 2023, culminating in a rebrand that sees the combined entity operating under the Fueled name. He explains the motivations behind the merger, including the desire for diversification, access to broader resources, and positioning for enterprise-level digital transformation projects.Jake also discusses the continued investment in open-source plugins such as ElasticPress, ClassifAI, and Distributor, which reflect Fueled's commitment to supporting the WordPress ecosystem while solving real client problems. The conversation touches on the shift toward full site editing (FSE), the agency's custom internal toolkit, and how AI and no-code tools are transforming the web development landscape. Jake's new role allows for a better work-life balance and a renewed focus on brand storytelling and strategic initiatives.Key Takeaways:10up merged with Fueled in 2023, with the unified brand now operating as Fueled; 10up remains as the WordPress practice within the company.The merger was motivated by scalability, diversification, and the need for broader digital capabilities in the enterprise market.Fueled's new website was built using WordPress full site editing and custom internal tooling, completed in just 8 weeks.Jake is now a Partner at Fueled, focusing on strategic marketing, brand storytelling, and select client projects.Plugins like ElasticPress, ClassifAI, and Distributor continue to reflect the team's open-source contributions and enterprise-focused solutions.Important Links:FueledRelated Articles:Fueled Merges with 10up To Deliver Superior Customer ExperiencesFueled for the Future: A Renewed BrandHow Fueled Built Its New Website in 8 WeeksPlugins:ClassifAIDistributorElasticPressJake Goldman on LinkedIn ★ Support this podcast ★

In this episode of The World of Higher Education Podcast, host Alex Usher discusses the historic merger of two major Australian universities—the University of Adelaide and the University of South Australia—set to be completed by January 2026. This merger will form Adelaide University, which will be one of the largest academic institutions in the country. Alex interviews David Lloyd, Vice Chancellor and President of the University of South Australia, and Co-Vice Chancellor of Adelaide University, who shares insights about the motivations, strategic planning, and potential impacts of this significant merger. David also elaborates on the potential benefits, challenges in maintaining distinct missions, and the broader implications for higher education internationally.Please note, the views and opinions expressed in each episode are those of the individual contributors, and do not necessarily reflect those of the podcast host and team, or our sponsors.This episode is sponsored by KnowMeQ.ArchieCPL is the first AI-enabled tool that massively streamlines credit for prior learning evaluation. Toronto based KnowMeQ makes ethical AI tools that boost and bottom line, achieving new efficiencies in higher ed and workforce upskilling. 

In this episode of Grow a Small Business, host Troy Trewin interviews Penny Burke, Director of WhereTo Research, shares her inspiring journey of growing the company to $12 million in revenue and leading it through a successful merger with a global firm. She highlights the importance of strong people skills, strategic thinking, and staying passionate about business. Penny also reflects on her early days in advertising and how those experiences shaped her leadership style. This episode offers valuable insights into sustainable growth, effective leadership, and staying true to your values in the business world. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Penny Burke, one of the hardest things in growing a small business is managing time, especially balancing business development ("hunting") with project delivery ("cooking and eating"). She explains that in a project-based business, it's challenging to constantly juggle winning new work while also delivering high-quality outcomes. Additionally, she emphasizes that people management — hiring the right team and dealing with performance issues—is another tough but crucial aspect of sustainable growth. What's your favorite business book that has helped you the most? Penny Burke's favorite business book that has helped her the most is "How to Win Friends and Influence People" by Dale Carnegie. She considers it a classic and values its timeless insights on building strong relationships and effective communication—key skills in both leadership and business growth. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Penny Burke does not recommend any specific podcasts or online learning tools to help grow a small business. She mentions that her husband uses such resources more than she does, and she personally prefers listening to music during her downtime instead of engaging with podcasts or similar tools. What tool or resource would you recommend to grow a small business? Penny Burke emphasizes the importance of market mapping as a methodology rather than a specific tool. She recommends identifying where your business can play, where it can win, and where you can build your fame. This market-focused thinking helps small businesses define their niche and develop a strong positioning strategy, which is critical for growth. What advice would you give yourself on day one of starting out in business? Penny Burke's advice to herself on day one of starting out in business is: "Just be good. Don't worry about size. Just whatever it is that you're going to do, do it really, really, really well." This highlights her focus on quality and excellence over rapid growth. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: The only thing I've ever wanted to be is good, and not just good, but great – Penny Burke Success is about working on great projects, attracting great people, and delivering great outcomes." – Penny Burke People like working with good people; don't underestimate the power of being one." – Penny Burke  

In this episode of the Modern Man Podcast, host Ted speaks with Joshua Wilson, a serial entrepreneur and business acquisition strategist. They discuss Joshua's journey from being a real estate addict to successfully acquiring and transforming businessesTakeawaysJoshua Wilson transitioned from real estate to mergers and acquisitions.Being equity-rich but cash-poor can be a challenging situation.Diversification is crucial for financial stability.Taking calculated risks can lead to significant rewards.Mental roadblocks often prevent individuals from pursuing opportunities.Due diligence is essential when acquiring a business.Identifying growth potential in businesses is key to successful acquisitions.Entrepreneurship requires resilience and the ability to learn from failures.Networking and mentorship can provide valuable insights and opportunities.The universe often presents opportunities when you are open to receiving them. Don't do restaurants, just too low margins.Niche down as much as you can.Immediate cash flow from acquisitions is a key advantage.Aligning with investors is crucial for success.There is no such thing as a passive business.Creating multiple income streams is essential for financial freedom.Diversification is necessary to avoid being cash poor.Investing in businesses can yield better returns than real estate.Understanding the operational side of business is vital for success.Parenthood has shaped my perspective on financial independence.Chapters 00:18 - Introduction to the Modern Man Podcast 01:38 - From Real Estate to Mergers and Acquisitions 03:21 - Understanding Equity Rich and Cash Poor 06:20 - The Importance of Diversification in Business 09:08 - Taking Calculated Risks in Entrepreneurship 12:22 - The Journey of an Entrepreneur: Lessons Learned 15:16 - Overcoming Mental Roadblocks and Fear 18:28 - The Role of Due Diligence in Business Acquisition 21:23 - Identifying Profitable Business Opportunities 24:05 - Niche Down for Success 27:18 - Immediate Cash Flow from Acquisitions 30:25 - Investing with Limited Cash 33:31 - The Reality of Business Ownership 38:58 - Creating Multiple Income Streams 40:52 - Long-Term Vision in M&A 42:45 - Life Lessons from ParenthoodWilson's Links Website: https://jwenterprise.co/Instagram: https://www.instagram.com/therealjoshwilsonFacebook: https://www.facebook.com/realjwilson/Free eBook Here: Mastering Self-Development: Strategies of the New Masculine: https://rebrand.ly/m2ebook ⚔️JOIN THE NOBLE KNIGHTS MASTERMIND⚔️https://themodernmanpodcast.com/thenobleknights

Could a leap from the produce aisle to the banking world be the secret to thriving in finance? Rick Smith, CEO of Tri Counties Bank, certainly makes a compelling case. Hear Rick's remarkable journey, starting from his beginnings in Sacramento to his innovative integration of bank branches in grocery stores in 1993. Rick's energetic narrative highlights how his athletic spirit fueled his success, and he offers candid insights into the risks and rewards of making significant career transitions while balancing family life. Rick doesn't just share stories; he offers a visionary perspective on the future of banking. As digital platforms increasingly eclipse traditional branches, the conversation underscores the enduring value of personalized financial advice. He and Kelly explore the evolving habits across generations, from tech-savvy youths to tradition-loving seniors. They discuss the relevance of cash in an era dominated by digital payments. Success at the bank is the result of focus on the crucial role of trust and collaboration in maintaining strong client relationships, even as the industry shifts. California's dynamic economy sets the stage for Rick to shed light on the unique challenges and opportunities present in this diverse state. From the high cost of living to the alluring prospects of remote work, the intricate balance businesses must find to thrive is a theme heard often in the bank. Mergers, acquisitions, and a commitment to service remain key topics as Rick emphasizes a comprehensive, client-centered approach that goes beyond mere transactions. Rick Smith, exemplifies how the art of banking is as much about human connection as it is about numbers. To learn more about Tri Counties Bank, visit https://www.tcbk.com/ For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/ (00:00) Rick Smith CEO Rick Smith shares his journey from produce business to banking, discussing leadership, sports, and family influences at Tri Counties Bank. (13:15) Future of Banking and Cash Banking is shifting to digital platforms, but branches still offer value for personalized advice. Generational differences and the decline of cash are also discussed. (21:53) California's Economic Strength and Future Prospects California's economic power and challenges for banking, mergers and acquisitions, high taxes and living costs, and adapting to remote work. (33:04) Banking Banking's future: personalized advice, trust, collaboration, and balancing career with personal commitments. (36:36) Building Relationships and Creating Value Nature's evolving relationships in financial services, from investment to planning, learning from peers, and building meaningful client relationships.

Mergers, acquisitions, hostile takeovers...if you've ever watched television lawyers arguing on the big screen, you'll know these terms. For transactional lawyer Stephanie Hurst, these words are part of her daily diction. As an income partner at Mayer Brown, Stephanie has been negotiating cross-border transactions for years. In this episode, she highlights the complexities of structuring deals, the role of an M&A lawyer on a larger expert team, and her development from a junior lawyer into a partner. She also talks about the realities of finding balance as a Biglaw attorney managing matters on tight deadlines. Stephanie is a graduate of the University of Southern California School of Law. This episode is hosted by Katya Valasek.Mentioned in this episode:Access LawHub today!Learn more about Vermont LawLearn more about Rutgers LawLearn more about Rutgers Law

We'd love to hear from you. What are your thoughts and questions?In this episode of Streams to Impact, Dr. Allen Lomax interviews Kelvin Bell, a distinguished toastmaster, investor, and business strategist. They discuss Kelvin's journey into entrepreneurship, key strategies for enhancing business valuation, innovative sales approaches, and effective profit margin strategies. Kelvin shares insights on navigating mergers and acquisitions, the consulting business model, and the importance of exit planning for small business owners. The conversation emphasizes the need for strategic planning and the potential for significant growth through thoughtful business practices.Main Points: Business owners often overlook exit strategies until it's too late.Retaining existing customers is more cost-effective than acquiring new ones.A well-structured management team is crucial for business valuation.Profit margins can be increased by adjusting pricing strategies.Mergers and acquisitions can double business size but require careful planning.Consulting for equity aligns the consultant's success with the business's growth.Standard operating procedures can alleviate the burden on business owners.Exit readiness is essential for maximizing business valuation.Transformational consulting can provide significant ROI for businesses.Quiet reflection can be a powerful tool for introverted entrepreneurs.Main Points: TopValue15.com GrowYourBusinessNow.infohttps://www.instagram.com/drkelvinbell/https://www.linkedin.com/in/kelvin-bell-investor/https://www.facebook.com/kelvin.bell.31945

Digital transformations are hard! But they are a necessary need in our era for any organization who wants to keep their competitive edge, adapt to changing environments, build moats against new disruptors, and grow their market share. And more complex the organization structure and ecosystem are, the more challenging said transformation, hence the need for tools and frameworks to help us.On the show today we met with Kiron Jones, Group Product Manager at Springer Nature, the world's largest academic book and journals publisher. The organization was created by a merger and acquisition of multiple publishers. This created a complex technical environment of many systems to support the business, publish the books and journals, and access the market.In addition, the entire academic publishing sector has moved into a new open access model. Where in the past, libraries had to buy subscriptions to give access to readers for the materials, these days the access to the materials is free, and the authors are the ones charged to publish. Servicing this changed model has challenged the industry to come up with new solutions for the new clients, while still supporting high quality publications.Product management in such an environment, as we learn from Kiron, is a challenging and rewarding task. The tools he and his team are using, and in some cases still on the lookout for, are helping them with stakeholder communication, prioritization and roadmapping, and so much more.Join Matt and Moshe as we chatted with Kiron about:How he got into product managementDigital and product challenges from Mergers and Acquisitions (M&A)Dealing with shifting ecosystem that changes the Product-Market Fit, the user and buyers personas, their user journey, and the tools needed to create value for themDealing with challenges when not knowing who your users areSome of the tools and methods he is using to help with these challengesOpportunities for new tools that can solve more problemsCMS as a tool both for users and for product peopleSome success and failure stories with tools adoptionHow AI can help in elevating some of the workAnd much more!You can connect with Kiron at:LinkedIn: https://www.linkedin.com/in/kironjones/If you are in London, at local product meetingsYou can find the podcast's page, and connect with Matt and Moshe on Linkedin:Product for Product Podcast - linkedin.com/company/product-for-product-podcastMatt Green - linkedin.com/in/mattgreenproduct/Moshe Mikanovsky - linkedin.com/in/mikanovsky/Note: any views mentioned in the podcast are the sole views of our hosts and guests,  and do not represent the products mentioned in any way.Please leave us a review and feedback ⭐️⭐️⭐️⭐️⭐️

Everyone has a story to tell, share yours with us at drama@preachgaming.com or at https://preachgaming.com/submit-story/00:00 - Intro02:24 - Never Forget20:10 - Merging Never Works----------Gear: https://preachgaming.com/shop/Displate: https://displate.com/preachgaming?art...Twitter: @PreachgamingLive Stream - twitch.tv/preachlfwWebsite: https://preachgaming.com/---------

Dive deep into the world of workplace culture with Kristi Herold, author of 'It Pays to Play' and CEO of a company dedicated to integrating fun into serious business environments. Discover the transformative power of play in enhancing team engagement, productivity, and employee retention. Kristi shares her journey from founding an adult social sports league to navigating mergers and acquisitions and pivoting during the pandemic to foster workplace camaraderie. Don't miss the insights & anecdotes on building a culture where fun and serious business coexist seamlessly. Tune in to transform your workplace culture today!00:00 Introduction to Fun in Business00:18 Meet Kristi Herold: The Fun Advocate01:02 The Journey of Jam: From Sports to Corporate Culture03:02 The Impact of Play on Workplace Culture05:46 Practical Tips for Infusing Fun at Work11:04 The House System: A Unique Approach to Team Building13:57 Mergers and Acquisitions: Lessons Learned15:18 Advice for Entrepreneurs: Organic Growth vs. Acquisitions16:46 Reflections on Entrepreneurial Journey17:41 Lessons from College Pro19:37 Creating a Positive Workplace Culture21:45 Engaging Non-Work Activities22:55 The Power of Recognition and Onboarding23:39 Tailoring Play to Your Organization24:37 Culture Consulting and Team Building27:18 The Impact of Play on Workplace Dynamics29:16 The Humanizing Effect of Play32:34 Final Thoughts and Takeaways

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.00:00 - China-US Trade Negotiations and Tariffs03:09 - Impact of Treasury Yields on Negotiations06:07 - Bitcoin's Market Dynamics and Predictions08:59 - Bitcoin Treasury Companies: Opportunities and Risks11:49 - Corporate Treasuries and Bitcoin: A New Paradigm17:08 - Mergers and Acquisitions in the Crypto Space20:11 - The Future of Bitcoin Derivatives and ETFs26:50 - Market Sentiment and Institutional Interest29:05 - The Asymmetry of Bitcoin Understanding30:01 - Legislative Challenges and Bitcoin Dominance33:06 - Global Regulatory Landscape and Bitcoin Adoption36:13 - The Value Proposition of Bitcoin vs. Proxy Assets38:58 - Retail Interest and Psychological Barriers42:08 - Building Consumer Applications for Bitcoin44:51 - Emerging Trends in Bitcoin Legislation48:03 - On-Ramping New Users to Bitcoin51:04 - Influencer Impact on Bitcoin PerceptionIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://www.occ.gov/news-issuances/news-releases/2025/nr-occ-2025-42.htmlhttps://www.nbcnews.com/politics/congress/senate-vote-advance-crypto-bill-bipartisan-talks-trump-rcna205328https://www.dlnews.com/articles/markets/coinbase-ceo-on-why-the-exchange-didnt-bet-farm-on-bitcoin/https://www.coinbase.com/blog/coinbase-to-acquire-deribit-becoming-the-most-comprehensive-global-crypto-derivatives-platformhttps://www.bis.org/publ/work1265.pdf?utm_mediumKeep up with Michael: X and LinkedInKeep up with Brian: X and LinkedInKeep up with Liam: X and LinkedIn

AI is no longer just a buzzword—it's a full-blown business stack. I walk through how AI stacks and agents are transforming everything from recruitment and M&A to content creation and coding. These tools aren't just helping—they're slashing time and costs across the board. If you're not building with AI, you're getting left behind. Timecodes⏰ (00:00) Transforming Business with AI (02:52) The Power of AI Stacks (05:58) AI Agents in Recruitment (08:51) AI in Mergers and Acquisitions (11:51) Leveraging AI for Marketing and Content Creation (14:07) AI Coding and Prototyping Tools How to Connect: IG: / ericosiu X: / ericosiu

Scott Bok is the former board chair of the University of Pennsylvania, longtime CEO of the Mergers and Acquisitions advisory firm Greenhill & Co., and the author of the new book "Surviving Wall Street: A Tale of Triumph, Tragedy, and Timing" which examines his life facing crises on Wall Street and, most recently, his resignation from the Penn Board in December 2023.

Many startups overlook hidden vulnerabilities in their pursuit of innovation. In this episode, George Pappas, SVP of Security at Health Catalyst, discusses how healthcare systems inherit security risks through mergers, poor integrations, and neglected IT. When cyberattacks lead to patient deaths, it's not just a technical issue—it's a leadership failure. This conversation challenges the idea that compliance is enough and offers actionable insights on building a culture of risk ownership from the top down.

In this on-location conversation recorded during RSAC 2025, attorney, investor, and strategic advisor Yair Geva shares a global perspective shaped by years of legal counsel, venture investing, and deal-making across Israel, Europe, and the U.S. Geva offers unique insight into how cybersecurity, AI, and M&A are not only intersecting—but actively reshaping—the tech ecosystem.More than just a legal expert, Geva advises early-stage founders and institutional investors across markets, helping them navigate cultural, legal, and strategic gaps. With over 50 personal investments and a strong focus on cybersecurity in recent institutional activity, his perspective reflects where real momentum is building—and how smart capital is being deployed.AI Acceleration and M&A HesitationAccording to Geva, the accelerating capabilities of AI have created a strange paradox: in some sectors, VCs are hesitant to invest because the pace of change undermines long-term confidence. Yet in cybersecurity, AI is acting as a catalyst, not a caution. Cyber-AI combinations are among the few domains where deals are still moving quickly. He points to recent acquisitions—such as Palo Alto Networks' move on Protect AI—as a sign that strategic consolidation is alive and well, even if overall deal volume remains lighter than expected.Cyber Due Diligence Is Now Table StakesAcross all industries, cybersecurity evaluations have become a non-negotiable part of M&A. Whether acquiring a fashion brand or a software firm, buyers now expect a clear security posture, detailed risk management plans, and full disclosure of any prior breaches. Geva notes that incident response experience, when managed professionally, can actually serve as a confidence builder in the eyes of strategic buyers.From Global Hubs to Human ConnectionsWhile San Francisco remains a major force, Geva sees increasing momentum in New York, London, and Tel Aviv. Yet across all markets, he emphasizes that human relationships—trust, cultural understanding, and cross-border collaboration—ultimately drive deal success more than any legal document or term sheet.With a front-row seat to innovation and a hand in building the bridges that power global tech growth, Yair Geva is helping define the next chapter of cybersecurity, AI, and strategic investment.Listen to the full conversation to hear what's shaping the deals behind tomorrow's cybersecurity innovations.Note: This story contains promotional content. Learn more.Guest: Yair Geva, Attorney and Investor | https://www.linkedin.com/in/yairgeva/ResourcesLearn more and catch more stories from RSA Conference 2025 coverage: https://www.itspmagazine.com/rsac25______________________Keywords:sean martin, marco ciappelli, yair geva, cybersecurity, investment, ai, m&a, venture, resilience, innovation, brand story, brand marketing, marketing podcast, brand story podcast______________________Catch all of our event coverage: https://www.itspmagazine.com/technology-and-cybersecurity-conference-coverageWant to tell your Brand Story Briefing as part of our event coverage? Learn More 

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