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Scott MacLaren | The Keys to Longevity in Private Equity

Our guest for this week’s episode of M&A Masters is Scott MacLaren, Partner of The Sterling Group in Houston. The Sterling Group is a private equity firm, one of the oldest in the country, and currently has $4 billion of assets under management.  Scott did not start off in private equity – he studied at […]

The Rise of the Independent Sponsors

You have PE firms… you have Strategic Buyers… you have VCs… You have Independent Sponsors. These are individuals looking for a deal. They have money and experience, and they’re looking to buy a company. They differ from other M&A players in key ways. A PE firm reaches out to investors, builds up a nest egg […]

Grant Jackson | Investing in the Right Side of Healthcare Change

Our special guest on this week’s episode of the M&A Masters Podcast is Grant Jackson. Grant is the Managing General Partner of Council Capital, a middle market private equity firm based in Nashville, Tennessee. Their mission is to be the best healthcare private equity firm, with their focus on investing in the right side of […]

Dealing With the “Emotional” Side of Strategic Acquisitions

It’s a tragic story seen time and time again in the M&A world, specifically in strategic acquisitions… On one side, you have a Seller. A relatively small company. An owner/founder who has worked hard to build the business to what it is. They are elated to have caught the eye of a larger company seeking […]

Telehealth’s Positive Impact on ABA Families

Over the course of the last year during the COVID-19 pandemic, telehealth services have expanded immensely. Telehealth starts with reducing person-to-person contact, and provides more convenience for many; discover how Telehealth has become beneficial to ABA families.

Which Retirement Plan is Better for Nonprofits: 401(k) or 403(b)?

The above question is frequently asked by nonprofits when starting a retirement plan: should we adopt a 401(k) plan or a 403(b) plan? Often the answer is a 403(b) plan. But there are several factors that should be analyzed before choosing what plan will work best. Will the plan pass the ADP test? The key […]

Dena Jalbert | Focusing On the Strategy of the Transaction

Our special guest on this week’s episode of M&A Masters is Dena Jalbert. Dena is the Founder and CEO of Align Business Advisory Services, a team of former business owners, operators, and executives in offices throughout the US who bring Wall Street resources to the lower middle market. She was also recently named on Mergers […]

James Darnell | Unlocking the Potential of Successful Family-Owned Businesses

Our special guest on this week’s episode of M&A Masters is James Darnell. James is the Managing Partner of KLH Capital, a private equity firm based in Tampa, Florida, that focuses on serving family and founder-owned, lower middle-market companies throughout the US. KLH Capital was recently recognized as Private Equity Firm of the Year by […]