Cascade Conversations

Cascade Conversations

By Cascade PartnersBusinessInvestingManagement
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Cascade Conversations episodes

  • Sell-Side Readiness with Eric Green & Patrick Degnan Part 2

    Thinking about selling your business someday? In part two of our Cascade Conversations series on Sell-Side Readiness, Cascade Managing Director Eric Green and Patrick Degnan, Attorney at Clark Hill Law, explore how early planning and thoughtful deal structuring can lead to better results at the closing table.

    They share the advantages of having a clear strategic plan, explain key concepts like rollover equity, and discuss when to start valuations for estate and gifting purposes. Plus, you’ll hear about a practical checklist to help business owners assess their readiness and take proactive steps toward a smoother, more successful exit.

    Enjoy all our Podcasts | Visit us at Cascade-Partners.com | Follow us on LinkedIn 

    9 min
  • Sell-Side Readiness with Eric Green & Patrick Degnan

    In part one of our two-part Cascade Conversations series on Sell-Side Readiness, Cascade Managing Director Eric Green sits down with Patrick Degnan, Attorney at Clark Hill PLC, to unpack what every business owner should know before selling their company.

    From deciding when to start planning to understanding the key steps in the sale process, Green and Degnan explore how to position your business to maximize value. They dive into the nuances between asset and equity sales, navigating contracts and change-of-control provisions, and the timing for bringing in professional advisors.

    You’ll also hear how operational improvements can influence valuation and what to look for in a purchase agreement—so you’re never caught off guard.

    Whether you’re planning a sale soon or just starting to think ahead, this episode offers practical, actionable insights to help you get ready.

    Enjoy all our Podcasts | Visit us at Cascade-Partners.com | Follow us on LinkedIn 

    14 min
  • EPISODE 12: Unlocking M&A Success: Tax Strategies and The Power of Early Planning

    In this insightful episode of Cascade Conversations, Eric Green, Managing Director at Cascade Partners, interviews Daniel Soleimani, Tax Practice Lead at Butzel Attorneys and Counselors.

    Green and Soleimani delve into the essential aspects of pre-transaction M&A tax planning, exploring the assignment of income doctrine and the importance of early preparation for maximizing tax benefits. Soleimani offers expert guidance on structuring deals to reward long-time employees and underscores the critical partnership between bankers and lawyers in achieving successful business transactions.

    Join the conversation!

    DISCLAIMER: This content is not, and should not be construed as an offer to sell or a solicitation of an offer to purchase any securities, including the securities mentioned herein, and no such sale or purchase may be made by any person except through a signed subscription agreement and all accompanying documentation.

    Enjoy all our Podcasts | Visit us at Cascade-Partners.com | Follow us on LinkedIn 

    15 min
  • EPISODE 11: Representations and Warranties

    What are representations and warranties, and why are they essential in M&A transactions? 

    Join Arjun Murthy, Managing Director at Cascade Partners, and special guest Justin Hanna, Partner at Taft Law, for a thought-provoking two-part Cascade Conversation!

    Part 1: Uncover the critical role of representations and warranties in M&A transactions and learn about their significant impact on corporate deals. Don’t miss this engaging and informative discussion!

    Enjoy all our Podcasts | Visit us at Cascade-Partners.com | Follow us on LinkedIn 

    16 min
  • Episode 08: Necessary Evolutions in Agriculture

    Join Cascade Partners Managing Director Jon Doehr, and Tom Walker, Senior Partner – WalkerInsight, as they discuss the current state of the agricultural industry, the technology trends changing farming’s landscape, and how mergers and acquisitions will accelerate as the industry strives to both feed 10 billion people by 2050 and remain profitable.



    Enjoy all our Podcasts | Visit us at Cascade-Partners.com | Follow us on LinkedIn 

    26 min
  • Episode 07: The Power of Letters of Intent

    Non-binding does not mean unnecessary!

    Cascade Managing Director Rajesh Kothari and Kevin DiDio - Partner at Barnes & Thornburg LLP break down what the LOI does and the many protections it offers all interested parties before, during and after a transaction. Much of a LOI is non-binding but that doesn't diminish its necessity or power.

    Enjoy all our Podcasts | Visit us at Cascade-Partners.com | Follow us on LinkedIn 

    27 min
  • Episode 06: Healthcare M&A Transaction Compliance Considerations

    In this episode of Cascade Conversations, Cascade Managing Director Rajesh Kothari, CFA, is joined by McDonald Hopkins Health Care Practice Chair Elizabeth Sullivan to take a deeper look at compliance concerning mergers and acquisitions. Learn why it is vital to have expert legal and financial counsel as early as possible to help navigate the transaction and help advise on various options and their impacts when considering a transaction.

    Enjoy all our Podcasts | Visit us at Cascade-Partners.com | Follow us on LinkedIn 

    26 min

About Cascade Conversations

From the publisher's feed

Join the team at Cascade Partners and their network of trusted advisors as they work to demystify details, terminology and strategies in the world of acquisitions, divestitures and financings.