Shows / The Close M&A Podcast with Caber Hill Advisors
The Close M&A Podcast with Caber Hill Advisors
Exploring the art and science of deal-making with host Craig Castelli.
Episodes
- The Close M&A Podcast with Caber Hill Advisors
Donna Hare & Amanda Benbow: The People Risks That Can Make or Break a Deal
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…
- The Close M&A Podcast with Caber Hill Advisors
Andrew Busch: The Private Equity Reset & What Business Owners Need to Know
In this episode, Craig sits down with economic futurist Andrew Bush to unpack the state of private equity today. They dig into why the era of cheap financing…
- The Close M&A Podcast with Caber Hill Advisors
Peter Billmeyer, SIOR: Real Estate Decisions That Can Make or Break a Deal
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…
- The Close M&A Podcast with Caber Hill Advisors
Peter J. Holton: Why the Best Deal May Look Different Than You Expected
In this episode, Craig Castelli and Peter J. Holton discuss how business owners often enter the sale process with firm ideas about what they want, only to land…
- The Close M&A Podcast with Caber Hill Advisors
John Celentani, CFP®, CPWA®: From Business Wealth to Personal Wealth
Wealth management is about more than investment performance. It is about knowing clients well enough to guide them through major financial and personal…
- The Close M&A Podcast with Caber Hill Advisors
Mark Ryerson: The Art of Commercial Negotiation in M&A
Craig Castelli sits down with corporate M&A attorney Mark Ryerson of Dickinson Wright to discuss practical dealmaking, current market conditions, and preparing…
- The Close M&A Podcast with Caber Hill Advisors
Denise Logan: The Hidden Psychology of Selling Your Business
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…
- The Close M&A Podcast with Caber Hill Advisors
Scott Bushkie: Why Business Owners Wait Too Long to Sell
In this episode of The Close M&A Podcast, Craig Castelli talks with Scott Bushkie, founder of Cornerstone Business Services and Cornerstone International…
- The Close M&A Podcast with Caber Hill Advisors
Ryan Evans: Where the Puck Is Going in Wealth Management
Ryan Evans, Regional Director and Partner at Merit Financial Advisors, joins Craig Castelli to discuss building Blueprint from the ground up, scaling beyond…
- The Close M&A Podcast with Caber Hill Advisors
Brian Colao: The New Rules for DSO Growth and Exit Planning
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 Close M&A Podcast with Caber Hill Advisors
Mike White: Why So Many Founders Still Undervalue Their Financials
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…
- The Close M&A Podcast with Caber Hill Advisors
Craig Checks In: Midyear M&A Report: What We're Seeing in 2026
In a special episode, Craig checks in to share a midyear update on lower middle market M&A activity in 2026. He breaks down mixed market signals, private…
- The Close M&A Podcast with Caber Hill Advisors
David C. Strosnider: Executive Compensation and Governance in M&A
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…
- The Close M&A Podcast with Caber Hill Advisors
David Nissen: Selling Your Baby: The Reality of Letting Go in M&A
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…
- The Close M&A Podcast with Caber Hill Advisors
William J. Ching: Why the Best Deals Happen When Lawyers and Bankers Actually Talk
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…
- The Close M&A Podcast with Caber Hill Advisors
Michael J. Murray, CFA, CFP®, CAIA: Personalized Counsel for High-End Wealth Management
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…
- The Close M&A Podcast with Caber Hill Advisors
Ericka L. Adler: Regulatory and Transactional Healthcare Law
Ericka Adler, healthcare attorney at Roetzel & Andress, joins Craig Castelli to break down how private equity has reshaped healthcare M&A. They discuss the…
- The Close M&A Podcast with Caber Hill Advisors
Brendan Anderson: PE Dedicated to Scaling Small Businesses
Brendan Anderson, founder of ScaleCo, joins Craig Castelli to break down what it really takes to turn small, founder-led businesses into scalable growth…
- The Close M&A Podcast with Caber Hill Advisors
Scott Becker: From Deal Advisor to Principal
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…
- The Close M&A Podcast with Caber Hill Advisors
Craig Checks In: Annual Private Equity Survey Insights
In this solo episode, Craig Castelli breaks down Caber Hill’s latest survey of private equity partners, reflecting on the 2025 M&A market and the factors that…
- The Close M&A Podcast with Caber Hill Advisors
Chris Winterhalter: Hotel Renovation and Real Estate Investing
In this episode, Craig sits down with Chris Winterhalter, founder of Hotel Rehabs, to unpack his journey from post-crash real estate hustling to building one…
- The Close M&A Podcast with Caber Hill Advisors
Anthony Saber: Steady Growth Over a Long Period in Building Services
This episode of The Close features Anthony Saber, President of Saber Building Services, a Detroit-based company built from humble beginnings into a 450-person…
- The Close M&A Podcast with Caber Hill Advisors
Mathew Pettit: Healthcare Services Investing
Matt Pettit, founder of Seven Hills Capital, a healthcare-focused private equity firm based in Nashville, shares his journey from working in middle market PE…
- The Close M&A Podcast with Caber Hill Advisors
Lee Edwards: Growing The Greenery, Inc.
Join host Craig Castelli as he sits down with Lee Edwards, President and CEO of The Greenery, a thriving commercial landscaping company with branches across…
- The Close M&A Podcast with Caber Hill Advisors
David Ogurek: M&A Due Diligence and Analysis
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…
- The Close M&A Podcast with Caber Hill Advisors
Dr. Pete Smidt: Driving Big Growth at Smalltown Dental
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…
- The Close M&A Podcast with Caber Hill Advisors
Josh Gammon: Litigation Funding & IP Advisory
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…
- The Close M&A Podcast with Caber Hill Advisors
Craig Checks In: Thoughts on FanMail Questions from Listeners
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…
- The Close M&A Podcast with Caber Hill Advisors
Ted Hsu: Personal & Professional Preparation
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…
- The Close M&A Podcast with Caber Hill Advisors
Jordan Gerber: Part CFO, Part Investment Banker, Part Psychologist
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…
- The Close M&A Podcast with Caber Hill Advisors
Denielle Finkelstein & Thyme Sullivan: Advancing Women in the Workplace
Craig is joined by Denielle Finkelstein & Thyme Sullivan, the founders of Unicorn, who made a bold pivot from retail shelves to revolutionizing workplace…
- The Close M&A Podcast with Caber Hill Advisors
Maria Melone: Dental Advisory on the Buy & Sell Sides
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…
- The Close M&A Podcast with Caber Hill Advisors
Nick Olsen: Growing a Network of M&A Advisory Firms
Nick Olsen, Managing Director of Cornerstone International Alliance, discusses what makes successful M&A advisors and how business owners should evaluate them…
- The Close M&A Podcast with Caber Hill Advisors
Dr. Abhishek Nagaraj & Dr. Anushka Gaglani: Dentistry on Dentists' Terms
Dr. Abhishek Nagaraj and Dr. Anushka Gaglani, co-founders of Areo Dental Group, discuss their entrepreneurial journey from associates to successful…
- The Close M&A Podcast with Caber Hill Advisors
Brian Zielinski: Helping Business Owners Leverage AI
Brian Zielinski discusses how AI is transforming business operations and M&A processes. He explains how his company streamlines post-acquisition integration by…
- The Close M&A Podcast with Caber Hill Advisors
Peter J. Holton: A Life in the Trades at All Levels
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…
- The Close M&A Podcast with Caber Hill Advisors
Bob Armbruster: The Business of Clean
In this episode, Craig Castelli interviews Bob Armbruster, founder of Clean Team, who shares his journey from humble beginnings to building a nationwide…
- The Close M&A Podcast with Caber Hill Advisors
Dr. Erica Person: Lessons from Two Decades in Hearing Healthcare
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…
- The Close M&A Podcast with Caber Hill Advisors
Tim Murch: From Inception to Growth to PE Partnership
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…
- The Close M&A Podcast with Caber Hill Advisors
Darrin Shillair: Inside a Self-Funded Acquisition
In this episode of The Close M&A Podcast, host Craig Castelli interviews Darrin Shillair, owner of Specialty Sales, an industrial distribution business in…
- The Close M&A Podcast with Caber Hill Advisors
Brian Steffens: The Full M&A Experience
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…
- The Close M&A Podcast with Caber Hill Advisors
Scott Christiansen: Digital Marketing Tactics That Drive Real ROI
In this episode of The Close, Founder and CEO of Root3 Marketing, Scott Christiansen, shares proven strategies for small business owners to increase revenue…
- The Close M&A Podcast with Caber Hill Advisors
Dr. Anthony Ponzio: From Private Practice to Partners
Craig talks with Dr. Anthony Ponzio, who shares his remarkable journey from managing a single dental practice to building, scaling, and ultimately selling a…
- The Close M&A Podcast with Caber Hill Advisors
Brian Ludden of Ludex: Going Pro with a Passion
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…
- The Close M&A Podcast with Caber Hill Advisors
Amir Hadar: A Lifelong Entrepreneur on Creating Value
In this episode of The Close M&A Podcast with Caber Hill Advisors, Craig Castelli interviews entrepreneur Amir Hadar about his experience selling businesses…