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Artwork for The Close M&A Podcast with Caber Hill Advisors

The Close M&A Podcast with Caber Hill Advisors

Caber Hill Advisors
Mergers and Acquisitions
Private Equity
Caber Hill Advisors
Leadership
Healthcare
Artificial Intelligence
Valuation
Quality Of Earnings
Entrepreneurship
Health Care
Scaleco
Smalltown Dental
Healthcare Services
Darrin Shillair
4M Building Services
Facility Services
Cincinnati
Areo Dental Group
Mergers & Acquisitions (M&A)
The Greenery, Inc.

Exploring the art and science of deal-making with host Craig Castelli.

PublishesTwice monthlyEpisodes36Foundeda year ago
Number of ListenersCategories
EntrepreneurshipBusinessInvesting

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Artwork for The Close M&A Podcast with Caber Hill Advisors

Latest Episodes

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 what it will tak... more

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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 sale, curren... more

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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 equity’s continued focus on add-on acquisitions, and the sectors seeing strong investor interest... more

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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... more

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Recent Guests

Mike White
Partner at CLA, healthcare-focused advisor
CLA (CliftonLarsonAllen)
Episode: Mike White: Why So Many Founders Still Undervalue Their Financials
David C. Strosnider
Partner at McDonald Hopkins, Executive Compensation and Governance Practice Group
McDonald Hopkins
Episode: David C. Strosnider: Executive Compensation and Governance in M&A
Dave Nissen
Partner at Cherry Bekaert, former CEO of Mueller
Cherry Bekaert
Episode: David Nissen: Selling Your Baby: The Reality of Letting Go in M&A
Billy Ching
Chair of the private equity practice at Nelson Mullins
Nelson Mullins
Episode: William J. Ching: Why the Best Deals Happen When Lawyers and Bankers Actually Talk
Mike Murray
Partner at Altair Advisors
Altair Advisors
Episode: Michael J. Murray, CFA, CFP®, CAIA: Personalized Counsel for High-End Wealth Management
Ericka Adler
Healthcare attorney and partner at Roetzel & Andress
Roetzel & Andress
Episode: Ericka L. Adler: Regulatory and Transactional Healthcare Law
Brendan Anderson
Founder and partner at ScaleCo
ScaleCo
Episode: Brendan Anderson: PE Dedicated to Scaling Small Businesses
Maria Malone
Managing Director at Caber Hill Advisors
Caber Hill Advisors
Episode: Brendan Anderson: PE Dedicated to Scaling Small Businesses
Scott Becker
Partner in healthcare practice at McGuireWoods; founder of Becker's Healthcare and Becker Private Equity & Business Podcast
McGuireWoods; Becker's Healthcare; Becker Private Equity & Business Podcast
Episode: Scott Becker: From Deal Advisor to Principal

Host

Craig Castelli
Host of The Close M&A Podcast

Reviews

5.0 out of 5 stars from 2 ratings
  • One of the Best

    So glad to see Craig Castelli in the podcast world - he’s one of the brightest people I know and has tremendous insight, wisdom and knowledge to share. Tune in if you’re looking for an engaging conversation that will open your mind and expand your horizons.

    Apple Podcasts
    5
    Muffin324
    United Statesa year ago

Listeners Say

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Insightful, practical perspectives on dealmaking and governance.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Peter J. Holton: A Life in the Trades at All Levels
Q: Across all these different facility services sectors, what's really hot right now?
Roofing and janitorial remain the most active, with HVAC and landscaping showing sustained interest; acquisition activity is robust as owners seek to optimize and scale their operations.
Peter J. Holton: A Life in the Trades at All Levels
Q: How much of the challenges in family businesses are about communication and expectation, and how much is something else?
Communication and setting expectations are the number one factors; understanding thresholds, respecting roles, and deliberate, ongoing dialogue help manage angst and prevent misalignment.
Peter J. Holton: A Life in the Trades at All Levels
Q: So Peter, family businesses are always an interesting dynamic. Do all family businesses have some level of dysfunction in their dynamic?
Yes, dysfunction is common yet manageable when leaders acknowledge fear, align on goals, and actively work to support each other; the key is building trust and clear collaboration across generations.
Dr. Erica Person: Lessons from Two Decades in Hearing Healthcare
Q: What should potential buyers look for when considering acquiring a practice like yours?
Key traits include adaptable staff, clean finances, and a clear path for the previous owner to transition out, minimizing continued entanglements and maximizing buyer value.
Dr. Erica Person: Lessons from Two Decades in Hearing Healthcare
Q: What have you learned from your first sale that shapes how you approach your current growth and exit planning?
She emphasizes the importance of preparing for an exit by building a true business with transferable processes, not just a personal asset, and the need to replace herself to enable smooth transitions.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

A show focused on lower-middle-market M&A, private equity dynamics, and practical deal guidance for business owners. Episodes frequently explore deal structures, diligence, integration, and platform strategies, often anchored by guests with deep backgrounds in private equity, professional services, healthcare, and operational execution. Notable strengths include data-driven market context, candid lessons from operators and advisors, and a clear emphasis on how to position a business for sale or growth in a competitive PE-backed environment. The conversation tends to combine tactical takeaways (valuation, earnouts, rollover equity) with real-world storytelling about growth, culture, and governance. This mix makes it particularly useful for f... more

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this podcast launched a year ago and published 36 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Mike White
2. David C. Strosnider
3. Dave Nissen
4. Billy Ching
5. Mike Murray
6. Ericka Adler
7. Brendan Anderson
8. Maria Malone

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