Welcome to The Close M&A Podcast with Caber Hill Advisors, where we bring you exclusive insights from M&A experts, business owners, and industry leaders navigating the complexities of buying and selling businesses. Hosted by Craig Castelli, this podcast demystifies the dealmaking process, shares success stories, and offers invaluable lessons for business owners and investors. M&A..
Craig Castelli, Founder & CEO of Caber Hill Advisors, is a trusted M&A expert with decades of experience advising business owners through successful transitions. Alongside a rotating roster of advisors, entrepreneurs, and investors, Craig brings engaging conversations that illuminate the world of middle-market M&A.
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Welcome to The Close M&A Podcast with Caber Hill Advisors, where we bring you exclusive insights from M&A experts, business owners, and industry leaders navigating the complexities of buying and selling businesses. Hosted by Craig Castelli, this podcast demystifies the dealmaking process, shares success stories, and offers invaluable lessons for business owners and investors. M&A..
- ABOUT THE HOST
-
Craig Castelli, Founder & CEO of Caber Hill Advisors, is a trusted M&A expert with decades of experience advising business owners through successful transitions. Alongside a rotating roster of advisors, entrepreneurs, and investors, Craig brings engaging conversations that illuminate the world of middle-market M&A.
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EPISODES
Donna Hare & Amanda Benbow: The People Risks That Can Make or Break a Deal
Listen Read Watch ABOUT THE EPISODE SUBSCRIBE ABOUT THE PODCAST ABOUT THE HOST BE OUR NEXT GUEST Donna Hare and Amanda Benbow from G&A Partners join the podcast to explore how HR can create value in M&A transactions rather than being treated as an afterthought. They discuss people risk as a key transactional concern, covering…
Andrew Busch: The Private Equity Reset & What Business Owners Need to Know
Listen Read Watch ABOUT THE EPISODE SUBSCRIBE ABOUT THE PODCAST ABOUT THE HOST BE OUR NEXT GUEST Private equity is entering a new era shaped by higher interest rates, evolving capital markets and the growing impact of AI. Andrew Busch, economic futurist and former Chief Market Intelligence Officer for the U.S. government, joins Craig Castelli…
Peter Billmeyer, SIOR: Real Estate Decisions That Can Make or Break a Deal
Listen Read Watch ABOUT THE EPISODE SUBSCRIBE ABOUT THE PODCAST ABOUT THE HOST BE OUR NEXT GUEST Peter Billmeyer, co-founder and CEO of Bespoke Commercial Real Estate, joins Craig Castelli to discuss how real estate decisions can shape a business and its eventual sale. They cover lease negotiations, personal guarantees, sale leasebacks, and the differences…
Peter J. Holton: Why the Best Deal May Look Different Than You Expected
Listen Read Watch ABOUT THE EPISODE SUBSCRIBE ABOUT THE PODCAST ABOUT THE HOST BE OUR NEXT GUEST Selling a business is rarely as straightforward as knowing exactly what you want from the start. Peter Holton, Managing Director at Caber Hill Advisors, joins Craig Castelli to discuss how business owners’ goals and expectations can evolve throughout…
John Celentani, CFP®, CPWA®: From Business Wealth to Personal Wealth
Listen Read Watch ABOUT THE EPISODE SUBSCRIBE ABOUT THE PODCAST ABOUT THE HOST BE OUR NEXT GUEST Wealth management is about more than investment performance. It is about knowing clients well enough to guide them through major financial and personal transitions. John Celentani, Managing Director of Private Wealth at Dearborn Partners, joins Craig Castelli to…
Mark Ryerson: The Art of Commercial Negotiation in M&A
Listen Read Watch ABOUT THE EPISODE SUBSCRIBE ABOUT THE PODCAST ABOUT THE HOST BE OUR NEXT GUEST Caber Hill Advisors founder Craig Castelli sits down with corporate M&A attorney Mark Ryerson of Dickinson Wright to discuss practical dealmaking, current market conditions, and preparing a business for sale. They explore why productive negotiations require business-focused solutions,…
Denise Logan: The Hidden Psychology of Selling Your Business
Listen Read Watch ABOUT THE EPISODE SUBSCRIBE ABOUT THE PODCAST ABOUT THE HOST BE OUR NEXT GUEST Selling a business is more than a financial transaction. It is also a major emotional transition. Denise Logan, author of The Seller’s Journey, joins Craig Castelli to explain why owners sometimes delay, derail, or walk away from strong…
Scott Bushkie: Why Business Owners Wait Too Long to Sell
Listen Read Watch ABOUT THE EPISODE SUBSCRIBE ABOUT THE PODCAST ABOUT THE HOST BE OUR NEXT GUEST In this episode of The Close M&A Podcast, Craig Castelli talks with Scott Bushkie, founder of Cornerstone Business Services and Cornerstone International Alliance, about what business owners often misunderstand about selling their company. They discuss findings from Cornerstone’s…
Ryan Evans: Where the Puck Is Going in Wealth Management
Listen Read Watch ABOUT THE EPISODE SUBSCRIBE ABOUT THE PODCAST ABOUT THE HOST BE OUR NEXT GUEST Ryan Evans, Regional Director and Partner at Merit Financial Advisors, joins Craig Castelli to discuss building Blueprint from the ground up, scaling beyond the founders, and eventually partnering with Merit. Ryan shares lessons on hiring ahead of growth,…
Brian Colao: The New Rules for DSO Growth and Exit Planning
Listen Read Watch ABOUT THE EPISODE SUBSCRIBE ABOUT THE PODCAST ABOUT THE HOST BE OUR NEXT GUEST In this episode of The Close, Craig Castelli sits down with Brian Colao, member and director of Dykema’s Dental Service Organization Industry Group, to discuss the evolution of the DSO Conference, the current state of dental M&A, and…
Mike White: Why So Many Founders Still Undervalue Their Financials
Listen Read Watch ABOUT THE EPISODE SUBSCRIBE ABOUT THE PODCAST ABOUT THE HOST BE OUR NEXT GUEST Mike White, partner at CLA, joins Craig Castelli to discuss his entrepreneurial path from building and selling his own CPA firm to advising business owners through M&A. They cover quality of earnings, why clean financials matter before a…
Craig Checks In: Midyear M&A Report: What We’re Seeing in 2026
Listen Read Watch ABOUT THE EPISODE SUBSCRIBE ABOUT THE PODCAST ABOUT THE HOST BE OUR NEXT GUEST In a special episode, Craig Castelli checks in to share a midyear update on lower middle market M&A activity in 2026. He breaks down mixed market signals, private equity’s continued focus on add-on acquisitions, and the sectors seeing…
David C. Strosnider: Executive Compensation and Governance in M&A
Listen Read Watch ABOUT THE EPISODE SUBSCRIBE ABOUT THE PODCAST ABOUT THE HOST BE OUR NEXT GUEST 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…
David Nissen: Selling Your Baby: The Reality of Letting Go in M&A
Listen Read Watch ABOUT THE EPISODE SUBSCRIBE ABOUT THE PODCAST ABOUT THE HOST BE OUR NEXT GUEST 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…
William J. Ching: Why the Best Deals Happen When Lawyers and Bankers Actually Talk
Listen Read Watch ABOUT THE EPISODE SUBSCRIBE ABOUT THE PODCAST ABOUT THE HOST BE OUR NEXT GUEST 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…
Michael J. Murray, CFA, CFP®, CAIA: Personalized Counsel for High-End Wealth Management
Listen Read Watch ABOUT THE EPISODE SUBSCRIBE ABOUT THE PODCAST ABOUT THE HOST BE OUR NEXT GUEST 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…
Ericka L. Adler: Regulatory and Transactional Healthcare Law
Listen Read Watch ABOUT THE EPISODE SUBSCRIBE ABOUT THE PODCAST ABOUT THE HOST BE OUR NEXT GUEST 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…
Brendan Anderson: PE Dedicated to Scaling Small Businesses
Listen Read Watch ABOUT THE EPISODE SUBSCRIBE ABOUT THE PODCAST ABOUT THE HOST BE OUR NEXT GUEST 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,…
Scott Becker: From Deal Advisor to Principal
Listen Read Watch ABOUT THE EPISODE SUBSCRIBE ABOUT THE PODCAST ABOUT THE HOST BE OUR NEXT GUEST In this episode Craig is joined by Scott Becker, founder of Becker’s Healthcare, host of Becker Private Equity & Business Podcast, author of The Entrepreneur’s Edge, and partner at McGuireWoods. Scott shares lessons from selling Becker’s Healthcare and…
