The Close M&A Podcast with Caber Hill Advisors

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 the middle market M&A space, and how Steffens' buy-side experience makes him a better sell-side advisor. Explore our full episode page to watch a video or read a transcript of the full interview.

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 the untapped potential of cross-selling to existing customers, and understand how to handle brand evolution during growth. Scott reveals how a small monthly marketing investment can generate revenue for healthcare practices, plus practical advice on Google optimization that any business can implement today. Explore our full episode page to watch a video or read a transcript of the full interview.

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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 finding work-life balance were key to his success. Anthony offers valuable insights for practice owners considering their next steps and reveals why the highest offer isn't always the best choice when selling your dental business. Explore our full episode page to watch a video or read a transcript of the full interview.

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 business idea that grew into an app with 3 million downloads. Brian reveals how embracing failure became his greatest asset, the challenges of building a tech company, and valuable lessons for aspiring entrepreneurs. Learn about the unexpected educational benefits of card collecting for kids and why sometimes the best business opportunities arise from identifying gaps in traditional industries. Explore...

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 after the acquisition, including the challenges of working for new leadership. He offers valuable advice for business owners considering an exit. Explore our full episode page to watch a video or read a transcript of the full interview.