Ericka L. Adler: Regulatory and Transactional Healthcare Law

David C. Strosnider: Executive Compensation and Governance 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 David Strosnider, partner at McDonald Hopkins, about the “second deal” happening inside many M&A transactions: management team agreements. David explains what executives should understand about rollover equity, restrictive covenants, employment agreements, incentive plans and buyer dynamics. They also discuss how deal size can affect timing, why management teams should evaluate their own interests early, and how thoughtful negotiation can reveal important cultural signals before closing. See the full episode page and read the transcript here: https://caberhill.com/podcast/david-c-strosnider-executive-compensation-and-governance-in-ma 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/].

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/].