Is your M&A transaction at risk because your legal team isn’t truly business-minded? What if the right law firm could not only protect your deal—but actively make it better?

In this episode, Chad Gottlieb, Partner at Darrow Everett, joins Patrick Stroth to share how a business-first approach to law is transforming M&A outcomes for founders, private equity firms, and independent sponsors in the lower middle market.
You’ll discover…

• Why being “proactive, not reactive” is the most important principle any M&A attorney can live by
• How Darrow Everett grew from fewer than 20 attorneys to nearly 70—fueled by responsiveness and white-glove service
• The waterfall mechanics mistake that nearly derailed a deal—and how Chad’s team caught it in time
• Why lower middle market sellers are often blindsided by post-closing indemnity obligations—and what to do about it
• How Seller Protect (the new rep and warranty product from Lloyd’s of London) is finally making M&A insurance accessible for deals under $30 million
• What AI, secondary transactions, and pre-IPO activity mean for the M&A landscape heading into 2026

Is your business missing out on millions by overlooking supply chain efficiency? What if unlocking massive value in M&A deals was easier than you think?

In this episode, Mert Erkan, Vice President of Efficio Consulting, joins Patrick Stroth to reveal how procurement and supply chain transformations drive game-changing results for both private equity and strategic acquirers on a global scale.

You’ll discover…

• The surprising percentage of EBITDA growth hiding in procurement synergies
• How “clean room” analysis can set post-merger integration up for instant success
• Why even high-tech companies are underinvesting in their supply chain teams—and what to do about it
• The Formula 1 approach to leveraging AI and digital tools in procurement
• What resilience and agility really mean for modern supply chain networks—and why it matters more than ever

Navigating the emotional twists and turns of selling a family-owned business isn’t just about the highest offer—sometimes, it’s about finding the right partner to carry on your legacy. What does it really take to achieve a clean, meaningful exit?

In this episode, Warren Feder, Partner at CMA Group, joins Patrick Stroth to reveal how investment bankers guide owners and founders through complex transitions, ensuring both financial success and continuity for generations to come.

You’ll discover…

• The surprising reason one family business owner chose the lowest offer in a multi-bid sale
• How “complexity is our specialty” comes to life in deals with challenging family dynamics
• The evolving landscape of M&A for baby boomers—and why gray hair matters
• The crucial role of rep and warranty insurance in accelerating successful exits
• What’s really driving optimism for M&A in 2026, and how private equity is responding

The playbook for selling your company just changed—again.

What separates those who merely survive from those who exit with maximum value? The answer may surprise even seasoned founders.

In this episode, Anthony Caporrino, U.S. Transaction Advisory Group Co-Leader at Alvarez & Marsal, reveals the behind-the-scenes secrets to smarter M&A, how analytics are rewriting the rules, and what it really takes for owners and investors to achieve a clean exit.

You’ll discover…

• The single biggest mistake even mature companies make when prepping for a sale
• What founders should be doing years before considering an exit (and why most miss it)
• How “operator experience” trumps traditional consulting in maximizing deal value
• The new analytics tools that give buyers (and sellers) the ultimate edge
• Why rep & warranty insurance is changing dealmaking—and what it means for your next negotiation

Not every deal needs an army of lawyers and sky-high fees to get across the finish line…
So how are today’s owners navigating increasingly complex M&A—and why is buyer behavior making it more challenging than ever?

In this episode, Dennis O’Rourke, Partner and Chair of the Corporate, M&A and Securities Practice Group at Moritt Hock & Hamroff, shares why lower middle market companies don’t have to compromise on expertise or affordability—and explains how a dramatic shift in buyer dynamics, fueled by the rise of “other people’s money” (OPM), is adding new layers of complexity to deals.

You’ll discover…

• The surprising impact of buyers using investors’ and lenders’ capital—and why that’s changing diligence
• Why “simple” deals are rarely as straightforward as sellers think
• How to access big-firm legal expertise without big-firm price tags
• The hidden tension between buyers and sellers (and one way insurance is helping bridge the gap)
• The critical moment to bring in a specialist M&A lawyer—before it’s too late

Most business owners see their website as a digital business card—but what if it could become your company’s top-performing employee? Digital assets make or break deals in today’s M&A world, yet are still one of the most overlooked sources of value, risk, and growth potential.

In this episode, Paige Wiese, founder of Tree Ring Digital, reveals how optimizing your company’s digital presence can unlock hidden value, improve M&A transitions, and future-proof your growth—whether you’re buying, selling, or scaling.

You’ll discover…

• The costly mistakes most business owners make with their digital assets during M&A.
• How neglecting your website can quietly erode your company’s valuation.
• The surprising M&A pitfalls that even experienced IT teams routinely miss.
• Why Tree Ring Digital and a managed service provider are NOT interchangeable (and what’s at stake if you confuse the two).
• The next big digital risks (and opportunities) owners can’t afford to ignore in 2025.

The private equity secondary market is booming—but most people don’t realize how dramatically it’s evolved, or where it’s heading next. Whether you’re a seasoned investor or totally new to secondaries, this episode peels back the curtain on one of the fastest-growing corners of the financial world.

In this episode, Mike Bego, Managing Partner of Kline Hill Partners, joins host Patrick Stroth to give an insider’s perspective on how the secondary market for private equity is shifting, why secondaries are suddenly top-of-mind for investors, and what you can expect from this year’s milestone industry event, Secondaries Day.

You’ll discover…

• Why the secondary market exploded from a $5 billion niche to a $200 billion+ industry—and what still holds it back
• What really goes on behind the scenes of an LP-led versus a GP-led secondary transaction
• The unexpected career path that brought Mike Bego to the forefront of secondaries—and the practical lessons he learned from dot-com bust, “Chernobyl”
• The biggest misconceptions and emerging risks in continuation vehicles (and how to spot the red flags)
• How Secondaries Day is shaping the conversation and community for private equity insiders—from power networking to charity lunches and even pickleball

From screen printing to seven acquisitions—what does it take to build a powerhouse in the decorated apparel industry? And what surprising lessons can scaling a “niche of niches” teach about entrepreneurship, technology, and M&A success?

In this episode, Jeff Cooperman, Founder of Front Nine Capital, reveals his journey from CPA to serial acquirer—exploring how he’s turned overlooked, mom-and-pop apparel companies into a thriving, tech-forward organization ready to supercharge growth in a fragmented market.

You’ll discover…

• The surprising question Jeff asks every business owner before making an offer
• How a single “epiphany moment” can redefine a company’s trajectory overnight
• The secret upside to acquiring legacy businesses with minimal tech presence
• Why mergers and acquisitions in small markets are seeing unprecedented momentum
• The game-changing insurance tool that’s making deals safer for small business sellers than ever before