In this episode, Craig sits down with Dave Ogurek, Director at Caber Hill Advisors and the firm's first full-time hire. Dave shares his journey from corporate finance roles at manufacturing and PepsiCo to due diligence work in the audiology spa...

In this episode of The Close, Craig interviews Dr. Pete Smidt, founder of Smalltown Dental, about his rapid expansion during COVID-19 when he grew from two to eight practices in just one year. Pete shares the challenges of managing multiple off...

In this episode of The Close, Craig and Josh Gammon discuss the growing litigation funding market and how Wealth Docket, a litigation funding company that Josh co-founded, focuses on complex commercial and patent litigation for individual claim...

In this solo episode of The Close, Craig Castelli tackles listener questions covering timely M&A topics. He discusses how the government shutdown impacts SBA financing and government contractor deals, explains reverse due diligence strategi...

Business owner Ted Hsu shares his journey from selling his company to finding new purpose in life after exit. He discusses the critical aspects of the sale process, emphasizing the importance of paying attention to all that is said and left uns...

Caber Hill Advisors Managing Director Jordan Gerber explores his unique path to investment banking. From his early days as a CPA to owning and selling his own collection agency, Jordan shares hard-earned lessons about the M&A process, inclu...

Craig is joined by Denielle Finkelstein & Thyme Sullivan, the founders of Unicorn, who made a bold pivot from retail shelves to revolutionizing workplace bathrooms. After struggling in the competitive retail space selling premium period pro...

In this episode of The Close, Maria Melone discusses the challenges facing healthcare M&A, particularly in dental and med spa sectors. She explains how many advisors focus solely on headline multiples while ignoring crucial deal structure e...

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...

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...

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...

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...

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...

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 ...

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 ...

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...

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...

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...

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...

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...

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...