Best Cathleen O Podcasts (2024)

1
The Challenges of Independent Sponsorship with Jonny Miller and Mario Burstein of Platt Park Capital Partners 23:56

19d ago23:56

23:56

On this episode of Deal by Deal, co-hosts Jason Griffith and Trey Andrews welcome Jonny Miller and Mario Burstein of Platt Park Capital Partners to discuss their emergence into independent sponsorship. Tune in as Jonny and Mario discuss how Platt Park came to be, how they secured their first deal, and how they can apply what they learned in their f…

1
Developments in M&A Insurance Market with Matt Heinz of Lockton 20:03

1M ago20:03

20:03

Recently, the M&A market has cooled since it burned red-hot in the aftermath of Covid. What impact has the slowdown in M&A activity had on insurance products related to mergers and acquisitions? On this episode of Deal-by-Deal, host Greg Hawver is joined by Matt Heinz of Lockton to discuss developments in M&A insurance products. Specifically, Matt …

1
LIVE FROM EMC: Emerging Manager John Huhn of Compass Group Reflects on Journey from Independent Sponsor to Raising Multiple Funds 23:29

3M ago23:29

23:29

On this episode of Deal-by-Deal, host Greg Hawver is joined by John Huhn, Managing Partner at the Compass Group. Tune in as Greg and John discuss lessons learned during the Compass Group’s successful independent sponsor investing phase. John also provides key insights for those PE investors seeking to raise a committed fund in the current environme…

1
Secondary Transactions: Overview, Drivers, and Market Predictions with Darren O’Brien of Campbell Lutyens 22:12

5M ago22:12

22:12

On this episode of Deal-by-Deal, host Greg Hawver is joined by Darren O'Brien, Managing Director of Campbell Lutyens, the largest independent private capital advisory firm. Tune in as Greg and Darren discuss the hot topic of secondary transactions, a growing niche area. Starting with a high-level introduction to secondary transactions and the secon…

1
2024 Outlook for Founder-Owned Business/Middle Market M&A, with Investment Banker Derek Zacarias of DAK 29:10

6M ago29:10

29:10

On this episode of Deal-by-Deal, host Greg Hawver is joined by investment banker Derek Zacarias from DAK. Together, they explore what the next 12 months may hold for M&A relating to founder-owned businesses, private equity-backed transactions and the broader middle market. This engaging discussion explores the macroeconomic trends as well as more i…

1
How Heightened FTC Scrutiny Affects Roll-Up Strategy, with McGuireWoods’ Holden Brooks 27:53

8M ago27:53

27:53

In this episode of Deal-by-Deal, host Greg Hawver talks to fellow McGuireWoods partner Holden Brooks about antitrust considerations for private equity investors in the middle market (and, interestingly, the lower middle market). They begin by discussing the Hart-Scott-Rodino Act, which requires pre-close filings for deals valued above $111.4 millio…

1
Navigating the Path to Raising a Committed Fund with McGuireWoods’ Rick Starling 26:39

9M ago26:39

26:39

On this episode of Deal-by-Deal, host Greg Hawver and fellow McGuireWoods partner, fund formation lawyer Rick Starling, discuss considerations and alternatives to raising a committed fund, analyze what’s going on in today’s market, and share insights on the phases of raising a fund. The episode also explores fund structures such as the "proof of co…

1
New Factors to Consider in Due Diligence, With Kroll’s Cathleen Hughes 30:27

9M ago30:27

30:27

On this episode of Deal-By-Deal, host Greg Hawver is joined by Cathleen Hughes, Kroll’s Director of Corporate Finance and Restructuring, for a deep dive into due diligence, including M&A transactions and post-closing. Risks associated with M&A deals have evolved. “And these risks include those that can be discovered pre-transaction as well as risks…

1
Banker’s View of the Current M&A Market, With Hector Torres of DC Advisory 33:20

12M ago33:20

33:20

On this episode of Deal-By-Deal, host Greg Hawver is joined by investment banker Hector Torres, Managing Director of DC Advisory’s global healthcare team, for a discussion on the new normal in the M&A market, especially involving the healthcare industry. Hector explains that, while market activity is starting to level out from the torrent of transa…

1
Behind the Deal: Finding Success in the Independent Sponsor-Capital Provider Model 33:34

1y ago33:34

33:34

It takes nerves of steel to start a deal during COVID and exit it during the Silicon Valley Bank collapse, and today’s guests pulled it off. On this episode of Deal-By-Deal, host Greg Hawver is joined by Evan Gallinson of Merit Capital Partners and Jonathan Schilowitz of MFG Partners to present a case study of a successful relationship between an i…

1
Big Developments in Noncompete Agreements and Investing in the Energy Sector 47:08

1+ y ago47:08

47:08

A proposed FTC rule will change how companies do business — and how law firms give advice for the foreseeable future. On this episode of the Deal-by-Deal podcast, host Greg Hawver invites guest Holden Brooks, a partner at McGuirewoods, to share insights on recent developments for noncompetes and restrictive covenants based on the recently proposed …

1
Key Issues of an Equity Term Sheet, With Greg Hawver and Jeff Brooker (Pt. 2) 33:34

1+ y ago33:34

33:34

Join hosts Greg Hawver and Jeff Brooker for the second episode of a two-part series discussing critical issues and best practices for term sheets. This episode focuses on the equity term sheet between the independent sponsor and the equity capital provider. Learn about common pitfalls, what to keep in mind when negotiating terms and how to ensure a…

1
How to Craft an M&A Letter of Intent with Greg Hawver and Jeff Brooker (Pt. 1) 35:40

2y ago35:40

35:40

In this first episode of a two-part series, Deal-by-Deal podcast hosts Greg Hawver and Jeff Brooker discuss best practices for M&A deal letters of intent. Both hosts have seen deals tripped up by poorly crafted letters of intent. When buyers and sellers are unclear on what to include in an LOI, what is binding and what is not, and how to leverage e…

1
Lenders as Partners, with Source Capital’s Joe Rodgers and McGuireWoods’ Brian Coughlan 46:22

2y ago46:22

46:22

There’s a secret on how to secure more — and better — deals as an independent sponsor: build relationships and trust with your lenders. This may seem fairly obvious, but the reality is as the market has become more concentrated with traditional private equity funds, we’re losing this important part of dealmaking. And as the market remains uncertain…

1
Investor Introductions with McGuireWoods' Christian Berger 29:49

2y ago29:49

29:49

Facilitating introductions between independent sponsors and capital partners who can fund their deals is the first step in a successful M&A scenario. Knowing how to efficiently leverage relationships and get in front of the right people is key to getting deals done. Christian Berger joins this episode of Deal-by-Deal to share how introductions play…

1
The Evolution of Independent Sponsors with McGuireWoods’ Jon Finger 32:26

2y ago32:26

32:26

Independent sponsors have evolved to become a separate asset class offering value to the ecosystem within the realm of private equity. On this episode of Deal-by-Deal, hear McGuireWoods’ Jon Finger share his insights on the evolution of independent sponsorship and recent noteworthy developments. There have been larger deals, more hybrid structures,…

1
Control and Navigating Deals with McGuireWoods’ Anne Croteau and Alex Horn 34:41

2+ y ago34:41

34:41

There’s a lot that companies need to consider when deciding to pursue independent financial backing. The decisions companies make when striking deals almost always come back to control — a factor that has a significant impact on the future of the company. Depending on how much control the backer negotiates, different scenarios could lead to backers…

1
How to Approach RWI With Lockton’s Matt Heinz and Highlights From McGuireWoods’ 2021 Deal Survey 36:37

2+ y ago36:37

36:37

In this final episode of Deal by Deal for 2021, Matt Heinz, Partner & Co-Practice Leader, Transaction Liability at Lockton Companies, joins the podcast to share the outlook on representations and warranties insurance. As the fourth quarter of the year comes to a close, Matt has insights into how the robust M&A activity we’ve seen will impact the in…

1
Independent Sponsors in Healthcare with Archimedes Health Investors’ Harry Eichelberger 39:12

2+ y ago39:12

39:12

You could do very well in large-cap, private equity by consistently generating solid returns at scale and volume. It’s great for large institutions and PEs that have the time and resources to compete at slews of auctions and zoom through portfolio after portfolio to close deals, quarter after quarter. After years in this kind of environment, Harry …

1
Deals Outlook with McGuireWoods and Healthcare Insights from Independent Sponsors DuneGlass 47:24

3y ago47:24

47:24

The end of the COVID-19 pandemic seemed to be on the horizon until the Delta variant showed up, bringing with it the potential to shake up the deals market once again. As the end of the year approaches, dealmakers have to navigate the ongoing unknowns of the pandemic along with the other factors that are tightening the pressure valve on M&A this ye…

1
Independent Sponsor Tips From Pleasant Bay’s Scott Fisher; Preview Results of Our IS Deal Points Survey 41:17

3y ago41:17

41:17

Scott Fisher has been in the independent sponsor field for quite some time, and has learned a lot along the way. As the Managing Director at Pleasant Bay Capital Partners, a private equity firm focused on investing in lower-middle market companies in the healthcare, technology, business services, and industrial products & services sectors, he has h…

1
Compass Group’s John Huhn on How To Land Deals as an Independent Sponsor 44:22

3y ago44:22

44:22

The independent sponsor model of investing is becoming more popular with investors and businesses looking for a more flexible partnership than what the private equity model allows. But for those interested in getting started as an independent sponsor, getting to the point where you have the capital to invest and businesses that are willing to partn…

1
I.S. Interview: Columbia River Partners; Insights into Credit Markets with Capstone Headwaters 52:13

3+ y ago52:13

52:13

News McGuireWoods is pleased to announce that the pre-eminent gathering for independent sponsors and capital providers returns to Dallas this October. Don’t miss the opportunity to gain knowledge and insights during our panel discussions, including results from our largest proprietary deal points study to date, and our much-anticipated networking e…

1
Kick-Off and War Stories From the Middle-Market M&A Trenches 42:05

3+ y ago42:05

42:05

What happens when a letter of intent (LOI) doesn’t accurately capture the economics of a deal? How can you, as an independent sponsor, understand “what’s market” for the three fundamental building blocks of the independent sponsor economic package – management fees, closing fees and carried interest? These questions and others pertinent to independ…

1
Welcome to Deal-by-Deal: An Independent Sponsor Podcast by McGuireWoods 0:44

4y ago0:44

0:44

Welcome to Deal-by-Deal, an Independent Sponsor Podcast by McGuireWoods. Deal-by-Deal invites you to the conversations with experienced independent sponsors and professionals who employ the independent sponsor model. Join Greg, Jeff, and Rebecca as they explore middle-market Private Equity M&A to provide you with timely insights and relevant takeaw…

Podcasts Worth a Listen

Cathleen O Podcasts

Podcasts Worth a Listen

1
Deal by Deal: A Private Equity Podcast

McGuireWoods

1
The Challenges of Independent Sponsorship with Jonny Miller and Mario Burstein of Platt Park Capital Partners 23:56

1
Developments in M&A Insurance Market with Matt Heinz of Lockton 20:03

1
LIVE FROM EMC: Emerging Manager John Huhn of Compass Group Reflects on Journey from Independent Sponsor to Raising Multiple Funds 23:29

1
Secondary Transactions: Overview, Drivers, and Market Predictions with Darren O’Brien of Campbell Lutyens 22:12

1
2024 Outlook for Founder-Owned Business/Middle Market M&A, with Investment Banker Derek Zacarias of DAK 29:10

1
How Heightened FTC Scrutiny Affects Roll-Up Strategy, with McGuireWoods’ Holden Brooks 27:53

1
Navigating the Path to Raising a Committed Fund with McGuireWoods’ Rick Starling 26:39

1
New Factors to Consider in Due Diligence, With Kroll’s Cathleen Hughes 30:27

1
Banker’s View of the Current M&A Market, With Hector Torres of DC Advisory 33:20

1
Behind the Deal: Finding Success in the Independent Sponsor-Capital Provider Model 33:34

1
Big Developments in Noncompete Agreements and Investing in the Energy Sector 47:08

1
Key Issues of an Equity Term Sheet, With Greg Hawver and Jeff Brooker (Pt. 2) 33:34

1
How to Craft an M&A Letter of Intent with Greg Hawver and Jeff Brooker (Pt. 1) 35:40

1
Lenders as Partners, with Source Capital’s Joe Rodgers and McGuireWoods’ Brian Coughlan 46:22

1
Investor Introductions with McGuireWoods' Christian Berger 29:49

1
The Evolution of Independent Sponsors with McGuireWoods’ Jon Finger 32:26

1
Control and Navigating Deals with McGuireWoods’ Anne Croteau and Alex Horn 34:41

1
How to Approach RWI With Lockton’s Matt Heinz and Highlights From McGuireWoods’ 2021 Deal Survey 36:37

1
Independent Sponsors in Healthcare with Archimedes Health Investors’ Harry Eichelberger 39:12

1
Deals Outlook with McGuireWoods and Healthcare Insights from Independent Sponsors DuneGlass 47:24

1
Independent Sponsor Tips From Pleasant Bay’s Scott Fisher; Preview Results of Our IS Deal Points Survey 41:17

1
Compass Group’s John Huhn on How To Land Deals as an Independent Sponsor 44:22

1
I.S. Interview: Columbia River Partners; Insights into Credit Markets with Capstone Headwaters 52:13

1
Kick-Off and War Stories From the Middle-Market M&A Trenches 42:05

1
Welcome to Deal-by-Deal: An Independent Sponsor Podcast by McGuireWoods 0:44

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