
The Close M&A Podcast with Caber Hill Advisors
Exploring the art and science of deal-making with host Craig Castelli.
Episodes
13 episodes
Nick Olsen: Growing a Network of M&A Advisory Firms
Nick Olsen, Managing Director of Cornerstone International Alliance, discusses what makes successful M&A advisors and how business owners should evaluate them. Nick shares insights from working with 165 M&A advisors who've closed $5.5 b...
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Season 1
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Episode 13
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35:42

Dr. Abhishek Nagaraj & Dr. Anushka Gaglani: Dentistry on Dentists' Terms
Dr. Abhishek Nagaraj and Dr. Anushka Gaglani, co-founders of Areo Dental Group, discuss their entrepreneurial journey from associates to successful multi-practice owners. Founded in 2016, Areo has grown through strategic acquisitions and de nov...
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Season 1
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Episode 12
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25:30

Brian Zielinski: Helping Business Owners Leverage AI
Brian Zielinski discusses how AI is transforming business operations and M&A processes. He explains how his company streamlines post-acquisition integration by connecting tools and improving data flow. In M&A, AI eliminates mundane work...
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Season 1
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Episode 11
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24:31

Peter J. Holton: A Life in the Trades at All Levels
In this episode, Caber Hill's Managing Director Peter Holton discusses his unique background in family-owned businesses and how it helps him connect with blue-collar business owners, particularly in the facility services sector. Peter shares in...
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Season 1
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Episode 10
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20:48

Bob Armbruster: The Business of Clean
In this episode, Craig Castelli interviews Bob Armbruster, founder of Clean Team, who shares his journey from humble beginnings to building a nationwide janitorial company. Starting with just $5,000 in 1996, Bob grew his business from personall...
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Season 1
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Episode 9
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25:06

Dr. Erica Person: Lessons from Two Decades in Hearing Healthcare
In this episode, Dr. Erica Person shares her journey from selling her first audiology practice to building a new one with a unique fee-for-service model. Dr. Person discusses how prioritizing service over devices has kept her business thriving ...
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Season 1
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Episode 8
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24:16

Tim Murch: From Inception to Growth to PE Partnership
Tim Murch shares his remarkable journey growing 4M Building Solutions from a small family business to a $125 million enterprise with 6,500 team members. He discusses his strategic approach to acquisitions (completing 40+ deals), the importance ...
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Season 1
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Episode 7
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36:26

Darrin Shillair: Inside a Self-Funded Acquisition
In this episode of The Close M&A Podcast, host Craig Castelli interviews Darrin Shillair, owner of Specialty Sales, an industrial distribution business in Chicago's western suburbs. Darrin shares his journey from leaving his position at Gug...
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Season 1
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Episode 6
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33:13

Brian Steffens: The Full M&A Experience
Craig's first episode with a member of the Caber Hill team features Managing Director Brian Steffens, as they discuss the common characteristics of successful clients, the importance of alignment and transparency, the competitive landscape in t...
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Season 1
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Episode 5
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38:34

Scott Christiansen: Digital Marketing Tactics That Drive Real ROI
In this episode of The Close, Founder and CEO of Root3 Marketing, Scott Christiansen, shares proven strategies for small business owners to increase revenue before selling. Learn how to leverage digital marketing with measurable ROI, discover t...
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Season 1
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Episode 4
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35:16

Dr. Anthony Ponzio: From Private Practice to Partners
Craig talks with Dr. Anthony Ponzio, who shares his remarkable journey from managing a single dental practice to building, scaling, and ultimately selling a 10-practice DSO. Learn how trust between partners, maintaining clinical autonomy, and f...
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Season 1
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Episode 3
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23:03

Brian Ludden of Ludex: Going Pro with a Passion
In this episode of The Close M&A Podcast, Craig talks with Brian Ludden, founder of Ludex, as he shares his journey from trader to tech entrepreneur. Discover how a simple card collecting activity with his son during COVID sparked a busines...
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Season 1
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Episode 2
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16:14

Amir Hadar: A Lifelong Entrepreneur on Creating Value
In this episode of The Close M&A Podcast with Caber Hill Advisors, Craig Castelli interviews entrepreneur Amir Hadar about his experience selling businesses. Amir shares candid reflections on the transition from business owner to employee a...
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Season 1
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Episode 1
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33:31
