Ericka L. Adler: Regulatory and Transactional Healthcare Law

David Nissen: Selling Your Baby: The Reality of Letting Go in M&A

Text us your feedback, ideas, or topics you’d like to see in an upcoming show. [https://www.buzzsprout.com/2469135/fan_mail/new] In this episode of The Close, Craig Castelli speaks with Dave Nissen, partner at Cherry Bekaert and former CEO of PKF Mueller. Dave shares how PFK Mueller grew from a small Elgin, Illinois accounting firm into a larger regional player, the role vision and budgeting played in that growth, and how strategic acquisitions helped build talent and capabilities. He also reflects on PKF Mueller’s sale to Cherry Bekaert, navigating due diligence, adjusting after the transaction, and why relationships, referrals, and clear growth incentives matter in professional services. See the full episode page and read the transcript here: https://caberhill.com/podcast/david-nissen-cherry-bekaert/ Listen on Apple [https://podcasts.apple.com/us/podcast/the-close-m-a-podcast-with-caber-hill-advisors/id1819772999] or Spotify [https://open.spotify.com/show/10cSTQPKWgn9vMafyFH6zd?si=3a812ebaae164d05]. Watch on YouTube [https://youtube.com/playlist?list=PLgqe8AMKYo1hd27D9tzXTcRkfTaA_WZyl&si=l8fBrMIX_AfYJ4RB]. Follow on LinkedIn [https://www.linkedin.com/company/caber-hill-advisors]. Connect with Caber Hill Advisors [https://caberhill.com/connect/].

William J. Ching: Why the Best Deals Happen When Lawyers and Bankers Actually Talk

Text us your feedback, ideas, or topics you’d like to see in an upcoming show. [https://www.buzzsprout.com/2469135/fan_mail/new] Craig Castelli sits down with Billy Ching, chair of the private equity practice at Nelson Mullins, to break down what actually drives successful deals. They cover why communication between bankers and lawyers can make or break outcomes, how private equity has evolved for smaller businesses, and what founders should look for beyond valuation. The conversation also dives into today’s market dynamics, shifting deal structures, and where opportunities are emerging across sectors. See the full episode page and read the transcript here: https://caberhill.com/podcast/william-ching-nelson-mullins/  Listen on Apple [https://podcasts.apple.com/us/podcast/the-close-m-a-podcast-with-caber-hill-advisors/id1819772999] or Spotify [https://open.spotify.com/show/10cSTQPKWgn9vMafyFH6zd?si=3a812ebaae164d05]. Watch on YouTube [https://youtube.com/playlist?list=PLgqe8AMKYo1hd27D9tzXTcRkfTaA_WZyl&si=l8fBrMIX_AfYJ4RB]. Follow on LinkedIn [https://www.linkedin.com/company/caber-hill-advisors]. Connect with Caber Hill Advisors [https://caberhill.com/connect/].

Michael J. Murray, CFA, CFP®, CAIA: Personalized Counsel for High-End Wealth Management

Text us your feedback, ideas, or topics you’d like to see in an upcoming show. [https://www.buzzsprout.com/2469135/fan_mail/new] Craig Castelli sits down with Michael Murray of Altair Advisors to break down how business owners should think about wealth, risk, and planning before a sale. They discuss why most entrepreneurs wait too long to prepare, how to structure deals the right way, and the real tradeoffs between rollover equity and earnouts. From family dynamics to tax strategy and life after exit, this conversation offers practical insight for anyone building or planning to sell a business. Explore our full episode page [ https://caberhill.com/podcast/michael-murray-altair-advisors/]to watch a video or read a transcript of the full interview. Listen on Apple [https://podcasts.apple.com/us/podcast/the-close-m-a-podcast-with-caber-hill-advisors/id1819772999] or Spotify [https://open.spotify.com/show/10cSTQPKWgn9vMafyFH6zd?si=3a812ebaae164d05]. Watch on YouTube [https://youtube.com/playlist?list=PLgqe8AMKYo1hd27D9tzXTcRkfTaA_WZyl&si=l8fBrMIX_AfYJ4RB]. Follow on LinkedIn [https://www.linkedin.com/company/caber-hill-advisors]. Connect with Caber Hill Advisors [https://caberhill.com/connect/].

Ericka L. Adler: Regulatory and Transactional Healthcare Law

Text us your feedback, ideas, or topics you’d like to see in an upcoming show. [https://www.buzzsprout.com/2469135/fan_mail/new] Ericka Adler, healthcare attorney at Roetzel & Andress, joins Craig Castelli to break down how private equity has reshaped healthcare M&A. They discuss the rise of PE buyers, what physicians often underestimate in the diligence process, and why many deals fall apart after closing. Ericka shares practical advice on preparing for a sale, navigating negotiations, and protecting what matters beyond the purchase price. The conversation also explores shifting deal structures, evolving market conditions, and what the next few years could look like for healthcare transactions. Explore our full episode page [https://caberhill.com/podcast/ericka-adler-roetzel-and-andress/] to watch a video or read a transcript of the full interview. Listen on Apple [https://podcasts.apple.com/us/podcast/the-close-m-a-podcast-with-caber-hill-advisors/id1819772999] or Spotify [https://open.spotify.com/show/10cSTQPKWgn9vMafyFH6zd?si=3a812ebaae164d05]. Watch on YouTube [https://youtube.com/playlist?list=PLgqe8AMKYo1hd27D9tzXTcRkfTaA_WZyl&si=l8fBrMIX_AfYJ4RB]. Follow on LinkedIn [https://www.linkedin.com/company/caber-hill-advisors]. Connect with Caber Hill Advisors [https://caberhill.com/connect/].

Brendan Anderson: PE Dedicated to Scaling Small Businesses

Text us your feedback, ideas, or topics you’d like to see in an upcoming show. [https://www.buzzsprout.com/2469135/fan_mail/new] Brendan Anderson, founder of ScaleCo, joins Craig Castelli to break down what it really takes to turn small, founder-led businesses into scalable growth companies. They discuss why people, not strategy, drive success, how infrastructure and data unlock value, and why many business owners underestimate the work required to grow. Brendan also shares how ScaleCo partners with companies long before investing, and why staying focused in the Midwest has been key to their model. It’s a candid look at private equity, operational discipline, and building businesses that last. See the full episode page and read the transcript here: https://caberhill.com/podcast/brendan-anderson-pe-dedicated-to-scaling-small-businesses Listen on Apple [https://podcasts.apple.com/us/podcast/the-close-m-a-podcast-with-caber-hill-advisors/id1819772999] or Spotify [https://open.spotify.com/show/10cSTQPKWgn9vMafyFH6zd?si=3a812ebaae164d05]. Watch on YouTube [https://youtube.com/playlist?list=PLgqe8AMKYo1hd27D9tzXTcRkfTaA_WZyl&si=l8fBrMIX_AfYJ4RB]. Follow on LinkedIn [https://www.linkedin.com/company/caber-hill-advisors]. Connect with Caber Hill Advisors [https://caberhill.com/connect/].