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Middle Market Musings, a podcast dedicated to the people and ideas of the Middle Market, hosted by Andy Greenberg (GVC) and Charlie Gifford (New Heritage Capital).
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Smart Business Dealmakers interviews the entrepreneurs doing deals, the PE, VC and family office players investing in them, and the M&A advisers making them happen. Topics include raising capital, buying and selling companies and managing a liquidity event.
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ROI’s Into the Corner Office Podcast: Powerhouse Middle Market CEOs Telling it Real—Unexpected Caree...
Brandt Handley
The road to the middle market CEO corner office is paved with mile markers that guide in surprising, unpredictable, and some might even say “mysterious” ways! But how do you get such a widely coveted position? This is the question often heard during decades of ROI’s executive search interviews, conducted with top-level executives. ROI’s Into the Corner Office podcast is a new inspiration and answer platform which premieres visionary tales of adventure with great endings and highlights, from ...
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The Middle Market Growth Conversations podcast features in-depth interviews about trends impacting midsize companies and M&A. Guests include middle-market dealmakers, business leaders, economists and other experts involved in mergers and acquisitions and corporate growth. Interviews address topics ranging from private equity investment strategies, to state-of-the-market overviews, operational best practices, and much more. The podcast is part of Middle Market Growth, the Association for Corp ...
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PRESIDENT&CEO founder, Paul Stukel, discusses middle market issues with business leaders from across the nation.
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Middle Market Thought Leader | Priorities for Growth
Jack Sweeney Speaks to Innovative Leaders From Midsized Firms | Middle Mark
It’s about inspiring middle market CEOs and other c-suite leaders and business owners to take a leadership leap and open a new chapter of growth for their middle-market companies. We know that by learning from the failures, Ah-ha! moments, and successes of others, middle market business leaders can take inspired action.
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Each episode we talk with a business leader from a Puget Sound region middle market company, offering insights on leadership, growth, strategy, cultivating talent and more.
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Get the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at owners of middle market companies in the financial services and business services sectors. Middle market companies are generally valued between $20 million and $500 million.
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At this year's Cleveland Smart Business Dealmakers Conference, regional leaders David Gilbert from the Greater Cleveland Sports Commission and Destination Cleveland, Greg Harris from the Rock & Roll Hall of Fame and Brian Zimmerman from the Cleveland Metroparks discuss how their innovative strategies have transformed Cleveland into a powerhouse for…
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Jordi Ferre is an accomplished C-suite business leader with a strong commercial and operations background in the food sector including B2C (business to consumer) as well as the value-added food ingredients and agritech sectors. He holds dual citizenship in the United States and Spain, having lived and worked in the U.S. for over two decades, as wel…
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This episode features: a University of Missouri starting quarterback who tackled Brian Bosworth, a hardworking youthful entrepreneur, a standout networker in the M&A industry, a pioneer podcaster and a leader in the field of insurance / due diligence. Not five guests! Just one – Jeff Henningsen, President and CEO of Lockton Companies – Texas Series…
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The past few years have been volatile, with rising interest rates, inflation, and lots of uncertainty affecting the M&A market. At the New York Smart Business Dealmakers Conference, Bank of America's José Tavarez leads a conversation with Revel's Frank Reig, ChargeLab's Shaun Stewart and Bank of America's Shawn Hoyer on what dealmakers can expect f…
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Gregg R. Florentin is a 30-year visionary leader who has consistently driven innovation, operational excellence, and strategic collaborations in the healthcare industry. Prior to TriCity Cardiology, Florentin served as the President and CEO of Ahart Healthcare Solutions International in Dubai UAE and Houston Texas for eight years. During his tenure…
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Robb Munger, founder of Exodus Place, champions transitional housing for homeless men. With a background in finance, where he established a leading financial company in manufactured housing, Munger’s journey took a pivotal turn when he joined the board of Guiding Light Mission. There, he propelled a struggling rescue mission into prominence and tra…
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Tariq Farid built Edible Brands from a single store in 1999 into a flourishing franchise empire that today has nearly 1,000 stores. Now he and his daughter, Somia Farid Silber, who is also now Edible’s president, are rebranding, expanding and plotting the company’s future. At this year's Atlanta Smart Business Dealmakers Conference, the two sat dow…
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Steve was the one “first time, long time” guest in the DealMax extravaganza. Even so, he is as cool as the other side of the pillow in recounting his activities as TM’s head of sponsor coverage and the firm’s recent acquisition by Janney Montgomery Scott. Steve and Andy trade friendly competitive observations on the Braves and Phillies while Charli…
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If this were a Friends episode, it would be “The One Where Gretchen Shows Up With a Glass of Wine.” Gretchen blows the doors off with insights into Avance’s deal activity, the current temperamental condition of the M&A market, and her own turn as DealMAX conference chair a few years ago. A discussion of her “walk on” music at that event leads to Ch…
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Jeff Bell is the past CEO of LegalShield, North America’s largest legal subscription service for households and small business. Jeff grew this business from a $650m valuation in 2014 to over $2.4b in 2022 when he retired. Presently, Jeff serves as an Operating Partner on the MidOcean Partners Private Equity Investment Team. Prior to LegalShield, Je…
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Brent returns to the big stage for his first DealMax conference since assuming the reins as ACG’s CEO. He shares some impressive numbers on this year’s event – more than 3,000 attendees and an estimated 35,000-40,000 meetings. Then interesting discussion on how ACG is keeping pace with the industry’s desire for more informed and qualified interacti…
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Cheryl Bachelder is a passionate, purpose-led business leader -- the former CEO of Popeyes® Louisiana Kitchen, Inc. Cheryl is known for her crisp strategic thinking, a franchisee-focused approach, and superior financial performance. Guided by the servant leadership thinking of Robert Greenleaf, she believes highly caring, collaborative leaders with…
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Kevin Akeroyd is CEO of Sovos. From a small town in Missouri to Stanford business school and 3-time CEO, Kevin Akeroyd is not the proverbial polished CEO. A man who is not afraid to go off message and proclaims, be “overt, loud and challenging” to get things done. A CEO who declares it his mission to “keep business leaders out of jail” by helping c…
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There was a sharp decline in dealmaking during 2023 as the post-pandemic boom subsided and uncertainty intensified. Louis Plung & Company Partner Tony Montanaro joins the pod to discuss the factors influencing this change, how transactions are being affected, and what preparations sellers can make to have the best outcome in 2024 and beyond.…
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Herb Cogliano leads his own advisory practice, Aspire Growth Advisors, leveraging the Scaling Up Performance Platform, described in Verne Harnish's award-winning book, Mastering the Rockefeller Habits-Scaling Up. As an International Business Coach, experienced CEO Scaling Up Practitioner, and Professor of the Scaling Up Masters Business Course, he …
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Private credit has been on a rocket ride since the great financial crisis, and the direct lending space has recently become white hot with new entrants joining legacy firms. WhiteHorse Capital’s Chief Credit Officer Javier Casillas and Managing Director Samuel Goldworm join the podcast to discuss how WhiteHorse stays competitive in a crowded market…
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Jeremy Macdonald is the CEO of Bonney Plumbing, Electrical, Heating and Air where he and his team are on a mission to build the most trusted home services company in California. Prior to joining Bonney, Jeremy worked as an entrepreneur in South Africa’s rapidly evolving telecoms industry. Jeremy moved to the US with his family 5 years ago in search…
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Manos Kalaitzoglou is the co-founder and CEO of Arcweave and is a Greek founder originally from Crete, Greece. Before becoming a founder, Manos studied architecture in the National Technical University of Athens, then switched to becoming a web designer as he was always fascinated by design, tech and storytelling. He worked with various startups in…
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As we enter the second quarter of 2024, middle-market dealmakers are optimistic about the M&A environment despite continued higher capital costs. Pete Notter, a partner at TPG Twin Brook Capital Partners, joins the podcast to share his insights on the current environment for borrowers and lenders, how the market has shifted compared to 2023 and the…
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Nick is a Co-Founder and Partner at Four Pillars, a Private Equity firm that partners with entrepreneurs and investors to purchase and operate lower middle-market businesses ($20M to $250M in sales) with an untapped potential for growth. Four Pillars isn't your typical PE firm. We take a relationship-first approach and aren’t about financial engine…
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Christina Pai is a partner at Fort Point Capital, a Boston-based private equity firm focused on service businesses with high growth potential. This episode begins and ends with Christina and Charlie swapping captivating Boston sports insights. In between, she charts her Massachusetts childhood, college at Dartmouth, and path to her current role at …
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Todd Stewart is President of Gulf Winds International. He graduated from Stephen F. Austin State University with a B.S. in Marketing and immediately joined Gulf Winds International in 1996. Beginning as a fork-lift operator, he has served within or led every department within the company, leading to his current position of President. Todd is primar…
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John Clancy is the founding and managing member of Planet Fitness Midwest. PFMW currently has 50 stores throughout the Midwest and Southern United States. PFMW has an additional 10 stores currently under construction, with the rights to build another 15 stores. In 2015, PFMW was named “Franchisee of the Year” by Planet Fitness. Mr. Clancy focuses o…
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Mark Chesen is a founder and managing partner at SSG Capital Advisors, a special situations-focused investment bank that has completed more than 400 transactions since its founding in 2001. Mark zips through growing up in Iowa, college at the University of Texas and an early stint in public accounting before turning to the wide world of investment …
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Robert Anderson Jr. served more than 20 years in the FBI, overseeing criminal and cyber investigations worldwide, including the Edward Snowden investigation. After the FBI, he served as managing director for a global organization helping companies respond to and recover from thousands of data breaches, as well as evaluate M&A target companies for c…
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Gonzalo Zubieta is a CEO, founder, and disruptive transformation expert with more than 15 years of experience in leadership and strategy consulting. He is the head of Emet Partners, a consulting firm that helps Fortune 100 companies redefine their value proposition, strategic design, and value chain creation. He has a Master of Public Administratio…
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The 2024 Boston Smart Business Dealmakers Conference featured a one-on-one conversation with Howard Brodsky, founder of CCA Global Partners, a groundbreaking $14 billion company. In this excerpt, he talks with Smart Business Chief Content Officer Dustin Klein about the common traits of the some of the world's most successful entrepreneurs, as well …
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Renewable energy M&A has been a hot topic in recent years, with S&P Global Market Intelligence predicting that 2024 will be a banner year for private equity clean energy and renewables dealmaking. Kenny Boyce, CEO of Third Party Cyber Security, joins the podcast to talk about the surprising cybersecurity risks investors need to consider in the rene…
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For over three decades, Corey has been engaged in the global world of direct selling. He has lived and worked in Hong Kong, Japan, China, Australia and, of course, the United States, solving complex business issues. Corey has worked in senior C-level positions for two billion dollar-plus consumer product companies that market products through direc…
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The Middle Market Musings tour bus rolls into southwestern Ohio for a discussion with Ashley Hess, Partner-in-Charge of Baker Hostetler’s Cincinnati office. Ashley draws vivid stories out of a succession of stops in his journey: Western Virginia boyhood, school at UVA and Washington & Lee, marriage and life as a young connector in the Cincinnati co…
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Ray Higdon is the CEO of the Higdon Group. Ray shows Network Marketers how to Grow their Team, Skills & Profits with Simple Faith Driven Strategies. Since 2017 Ray has helped sales teams generate over 300,000 new customers and recruit over 70,000 new sales reps. Ray has shared the stage with world renowned thought leaders, including Tony Robbins, R…
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Sustainable fashion is a rapidly growing market, but conscious consumers struggle amidst the dominance of fast fashion and the ubiquity of greenwashing. Erin Houston, co-founder and CEO of Wearwell, joins the podcast to discuss how her company helps consumers make informed ethical purposes, their rapid growth trajectory and why investors should kee…
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Tony Martignetti is a trusted advisor, leadership coach & facilitator, best-selling author, podcast host, and speaker. He brings together over 25 years of business and leadership experience and extreme curiosity to elevate leaders and equip them with the tools to navigate through change and unlock their true potential. He has been recognized by Thi…
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Justin Roethlingshoefer centers his performance-enhancing programs on a holistically integrated approach to health and performance. His core philosophy is that performance is realized when health is optimized and we cannot separate physical, emotional, mental, and spiritual health. He is the co-founder of Own It Coaching, a multiple seven-figure co…
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This time around, Chrisanne Corbett classes up the proceedings. Chrisanne is Managing Director of KPMG Corporate Finance LLC, leading the Diversified Industrials Team, and co-leading the Private Equity Coverage Team. She starts off recalling a busy, promising childhood in Minnesota and Connecticut. Andy and Charlie – rarely interested in the same t…
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Chad Jenkins is the President & CEO of SeedSpark. Chad's bio: I bring a distinctive blend of attentive listening, curiosity, and strategic principles to the forefront of business innovation. My mission lies in the relentless pursuit of that elusive 'secret sauce' that drives businesses to soaring heights of growth and prosperity. Horses were my ini…
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Kelley Thornton is the Founder & CEO of Tiege Hanley. He was born and raised in Towson, MD. He moved to Brookfield, CT to finish up high school and start his first entrepreneurial pursuit, house painting. With the money he earned from the business, he financed his college tuition at the University of Connecticut, where he would meet his future busi…
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Serial entrepreneur Todd Boyman has been a consumer of plant-based foods for more than three decades. So it shouldn’t be a surprise that his business passion and food passion would eventually combine in a new venture. Hungry Planet is a maker of plant-based meats with fewer calories and less fat than conventional meat and other plant-based options.…
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After the ups and downs of 2023, the M&A market has been widely predicted to see a return to normal in 2024—but not everyone agrees with that assessment. Stuart Aronson, executive managing director and CEO of WhiteHorse U.S., and Pankaj Gupta, president of WhiteHorse U.S. and global head of origination, join the podcast to share their predictions a…
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Satyam Kantamneni is the Managing Partner & Chief Experience Officer of UXReactor. Satyam founded UXReactor in 2014 together with his brother, Prasad. Under his leadership, UXReactor has become the fastest growing specialized experience design firm in the USA, with a team of 60+ employees spread over three continents. Before starting his entreprene…
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Since 2020, private equity firms and accounting firms have experienced a mutual attraction with multiple deals making their way to the finish line, and experts say that trend is likely to continue. Allan Koltin, CEO of Koltin Consulting Group, joins the podcast to discuss why accounting firms are transforming, how acquirers can determine which acco…
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Over 18 years and more than $15 billion in transactions, DGP Capital's Jack Chang has been advising businesses public and private on how to get the most out of their business when it's time to sell. He brought that experience to bear when he joined us to talk about what sellers can do to make their business attractive to buyers, when they should st…
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Jon Skinner is CEO of PSP Partners, a diversified private investment firm founded by former U.S. Secretary of Commerce Penny Pritzker. Jon is the latest financial honcho to miss his exit and end up in the Middle Market Musings recording complex with Andy and Charlie. Jon reviews his path to his current role – childhood in suburban Boston, football …
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Chase Harmer is the founder of Wishes. After receiving a full track and field scholarship to Cal Poly in 1998, he decided to attend another college called "The School of Hard Knocks" and started his first business in the payments industry at 19. That business would eventually become a 40 million per year business before Chase was 32. As the founder…
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Rob Hale thinks he's an unlikely person to listen to when it comes to dealmaking. After all, he became a billionaire and lost it all by the age of 35. But Rob rebounded from the failure of Network Plus to co-found Granite Telecommunications, which made him a billionaire again and eventually co-owner of the Boston Celtics. That failure and rebound y…
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Replacing fear, shame and insecurity with love, grace and the mercy of God—that is Angela Ball’s life work. Angela hails from the vibrant land of Colombia, South America, and embarked on a courageous journey to the United States at a tender age of 15, all while still in High School. Her path led her to North Palm Beach, Florida, where she serendipi…
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Human capital and corporate culture play a key role in most M&A transactions. In this episode, we talk to a different sort of business leader about asset management, team building and creating a winning culture — in a very literal sense. Nic Barlage is CEO of Rock Entertainment Group and its many holdings, including the NBA’s Cleveland Cavaliers. H…
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Andy Souder grew up in a steel town and attended Notre Dame, but the similarities to “Rudy” end there. Andy is vice president of acquisitions at RAF Equity, a family office turned private equity fund based in suburban Philadelphia. Andy regales his old friends with stories of his own upbringing and early career in commercial banking and law, then h…
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Brad Casper is the CEO and co-Founder of Heart & Soul Marketing, the fiercely independent boutique agency for challenger brands that uses strategy, art, science, and our unique voices to create purpose-driven business solutions, while being a positive force for change. With a lifetime of experience on the client side of the table, Brad knows what m…
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Jumpstart Capital founder and Managing Partner Vic Gatto has been investing in early-stage health care businesses for nearly a decade. His organization — Jumpstart Foundry, Jumpstart Health Investors and Jumpstart Capital — works to bring innovation to what could be considered a timid but also complex industry. He talks about the formation and evol…
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