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The Logistics Lowdown

Inside Logistics Magazine

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The Logistics Lowdown podcast, brought to you by the editorial team at Inside Logistics magazine, is your go-to resource for insights and expertise in the supply chain and logistics sector. Each episode features industry leaders and professionals sharing their knowledge, analysis and advice on key topics, including technology, disruption, trade, transportation, education, sustainability and more. Listen to The Logistics Lowdown on Spotify, Apple Podcasts and your other favourite podcast plat ...
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Middle Market Growth Conversations

Middle Market Growth Magazine

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The Middle Market Growth Conversations podcast features in-depth interviews with industry experts and middle-market dealmakers about trends impacting midsize companies and M&A. This podcast is a production of the Association for Corporate Growth. To learn more about ACG, visit acg.org. To hear more interviews with experts and thought leaders, subscribe on Soundcloud, Apple Podcasts, Spotify or wherever you listen to podcasts.
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A special report from the National Center for the Middle Market (NCMM) disproves some myths about private equity’s impact on middle-market businesses and offers some hard data on how PE-backed companies perform compared to their counterparts. NCMM’s Executive Director Doug Farren joins the podcast for a deep dive into the research’s findings and wh…
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Employee stock ownerships plans (ESOPs) are experiencing a surge in popularity due to tax policy, cultural benefits, and their flexibility as a corporate finance tool. Regina Carls, managing director at J.P. Morgan and the leader of its ESOPs advisory group, sits down with the podcast to dispel common myths about ESOPs, discuss their benefits, and …
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The aerospace and defense (A&D) sector has seen solid growth in recent years, lifted by a new age of space exploration, Trump-era defense spending, and a renewed consumer demand for travel, among other factors. Max Asterlin, partner with Fairmont Consulting Group, joins the podcast to dive into the risks, challenges, and opportunities developing in…
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In this sponsored episode of The Logistics Lowdown, editor Derek Clouthier talks with Neal Kearney from GardaWorld and Sudesh Jangalee from ECAM about cargo theft in Canada, what carriers can do to prevent it from happening and how GardaWorld and ECAM help when an incident does occur.By Inside Logistics Magazine
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From continuation vehicles to tariff impacts, from lending structures to interest rates, what are the biggest trends shaping M&A in the lower middle market? Chris Martin, partner with TPG Twin Brook Capital Partners, joins the podcast to talk about the latest developments, including the ascent of continuation vehicles and direct lending.This episod…
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John Yeager, managing director of WhiteHorse Capital, and Corey Mason, principal with WhiteHorse Capital, sit down with Middle Market Growth Conversations to discuss the transportation and logistics (T&L) industry, including the current market environment, the potholes and risks in the space, and how to stand out among the competition. This episode…
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In this episode of The Logistics Lowdown, editor Derek Clouthier chats with Abe Eshkenazi, CEO for the Association for Supply Chain Management, about this year’s CHAINge conference and the current state of the North American supply chain.By Inside Logistics Magazine
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Diving deeper into the implications of the One Big Beautiful Bill Act, Forvis Mazars’ Donald Rawe, partner, and Howard Wagner, managing director, join the podcast to talk through the most impactful tax provisions, from 1202 changes to bonus depreciation and more.This episode is brought to you by Forvis Mazars, a leading global professional services…
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AI has been making significant inroads in PE, but the most common use cases are often based in deal sourcing or due diligence. However, new uses are emerging, including value creation for portfolio companies. Bruce Sinclair, managing partner of AI Operating Partners, joins the podcast to share how PE firms can use AI and digital twin technology to …
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In this episode of The Logistics Lowdown, editor Derek Clouthier welcomes senior research scientist at the MIT Center for Transportation and Logistics Dr. Chris Caplice, who talk about how transportation companies can navigate disruptions and manage rising costs, as well as what supply chain leaders can do to strengthen the industry.…
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What changes does the One Big Beautiful Bill hold for middle-market businesses and the firms that invest in them? Michael Feuz, economist with ITR Economics, is back to talk through key provisions in the bill, what they mean for the middle market, and how businesses and investment firms should position themselves in response.The Middle Market Growt…
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What will SEC enforcement look like in the Trump 2.0 era? Emilie Abate, managing director at Iron Road Partners, joins the podcast to share how policy is shifting, how oversight of secondaries, AI and management fees is shaping up, and more.The Middle Market Growth Conversations podcast is produced by the Association for Corporate Growth. To hear m…
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In this episode of The Logistics Lowdown, editor Derek Clouthier talks with Carl Bonello, a specialized consultant with Workplace Safety and Prevention Services (WSPS), about how companies can implement a quality health and safety plan in their warehouse in the midst of rising costs and global tariffs.…
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In this edition of The Logistics Lowdown, editor Derek Clouthier chats with Pina Melchionna, president and CEO of the CITT – Canada’s Logistics Association, about the current state of the Canadian logistics sector, what CITT members are seeing on the horizon and how the association is helping its members navigate current challenges.…
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Javier Casillas, managing director and global chief credit officer with WhiteHorse Capital, and Sachin Garg, principal with WhiteHorse Capital, join the Middle Market Growth Conversations podcast to talk about the environment for lending and private credit in the healthcare space and the biggest emerging risks and opportunities.This episode is brou…
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In this episode of The Logistics Lowdown, editor Derek Clouthier speaks with Dennis Darby, president and CEO of Canadian Manufacturers and Exporters, about the impact of U.S. and Chinese tariffs on Canada’s manufacturing and export industries. Dennis shares insights on how businesses can mitigate the rising costs of tariffs and discusses what feder…
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Initial pro-business sentiment following the election quieted a bit after the Trump administration issued a series of tariff announcements and retractions that roiled the stock market. With tariffs still on the table, Michael Feuz, an economist with ITR Economics, sits down with Middle Market Growth to discuss how Trump’s policies on trade, inflati…
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In this episode of The Logistics Lowdown, editor Derek Clouthier sits down with Dave Brajkovich of Polaris Transportation Group and NorthStar Digital Solutions to discuss the best strategies for integrating new technologies into business operations. They explore common pitfalls to avoid, key solutions that have made a real impact for Dave and his t…
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As companies and investment firms rush to capture value via AI, more energy is needed to run the data centers that power that technology, and this rising demand is creating challenges that require novel solutions. Mark Weathers, the CEO of Energy Internet Corporation, joins the podcast to share his company’s innovative approach to energy storage an…
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We’re back with another episode of our limited series, “Inside DealMAX,” where we’re joined by Trivest Partners’ Tony Hill, our 2025 DealMAX chair, and Houlihan Lokey’s Chris Hebble, DealMAX private equity committee co-chair, to discuss how the first quarter is shaping up for dealmakers, why you can’t miss this year’s DealMAX, their favorite things…
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Finding stability is the name of the game as sponsors and lenders grapple with stubborn inflation. However, there are actions businesses can take now to spur growth. Betsy Booth, a partner at TPG Twin Brook Capital Partners, rejoins the podcast to discuss her approach in uncertain times, which industries are particularly good at weathering instabil…
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In this episode of The Logistics Lowdown, editor Derek Clouthier sits down with David Thomas, the executive director of The PIER at the Port of Halifax. As Canada’s first “living lab” dedicated to supply chain innovation, The PIER is a unique research centre driving real-world solutions for the transportation and logistics industries. David shares …
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Stuart Aronson, executive managing director and CEO of WhiteHorse U.S., and Pankaj Gupta, president of WhiteHorse U.S. and global head of originations, return to the podcast to discuss what’s next for lenders in the months ahead, how underwriting standards are developing, how portfolios will perform in 2025 and more.***The Middle Market Growth Conv…
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Regulations and ABA rules keep non-attorneys from owning law firms in most states, but that hasn’t kept private equity from noticing that the industry is ripe for investment. Tom Lenfestey, founder and CEO of the Law Practice Exchange, joins the podcast to share what makes the sector a potential hotspot for PE investment, how regulations are evolvi…
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David Johnston, George Weston Ltd. research chair and centre director in Sustainable Supply Chains at the Schulich School of Business at York University, and founding and current program director of the Master of Supply Chain Management (MSCM) at Schulich. In this episode of The Logistics Lowdown we talk with David about the challenges facing young…
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For the third episode of our limited series, “Inside DealMAX,” we’re joined by TM Capital’s Ashton Gillespie to discuss the investment banking space, her strategies for getting the most out of DealMAX as an investment banker, how to strategically say no, and more.***The Middle Market Growth Conversations podcast is produced by the Association for C…
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Guest: Kerim Kfuri, president and CEO of the Atlas Network and author of the book, Supply Chain Ups and Downs. In this episode of The Logistics Lowdown we talk with Kerim about the current state of the Canadian and U.S. supply chains, highlight some ups and downs in the industry this past year and discuss what to expect in 2025, as well as some of …
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In our second episode of our limited series, “Inside DealMAX,” we sit down with Libertas Funding’s Karin Kovacic and Holland & Knight’s Jose Gabaldon to reminisce about surprising ways great connections are made, discuss the M&A landscape today, share best networking tips for the conference and more.***The Middle Market Growth Conversations podcast…
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When the M&A market is muted or volatile, maintaining a consistent capital deployment strategy can be a challenge. Drew Guyette, senior partner and co-chief credit officer at TPG Twin Brook, joins the podcast to discuss the prevailing tailwinds in the lower-middle market, how his firm is putting capital to work right now and what he sees on the hor…
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As we prepare for DealMAX 2025, the podcast is kicking off “Inside DealMAX,” a limited series exploring the M&A environment, strategies to maximize your time at the conference and the best tips for when you touch down in Las Vegas. For our first episode, we’re joined by ACG’s CEO Brent Baxter and Lion Equity's Aaron Polack to discuss corporate deal…
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A poorly managed exit process can erode value, and in the worst cases, a portfolio company that isn’t prepared to start that process can kill a deal. Tony Esposito, managing director of private equity and venture capital at Consero, and Josh Welk, founder and managing partner at Full Guard Capital, discuss the indicators that show a portfolio compa…
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The CFO role has evolved greatly in recent decades, and perhaps even more so within private equity-backed companies. Tom Pierce, managing director of the CFO advisory services arm of Consero Global, and Jason Adams, principal at BV Investment Partners, an investor in Consero, join the podcast to share their unique perspectives on how the role has s…
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The outlook for the technology, media and telecom (TMT) sector is bright—and, the experts at WhiteHorse Capital say, full of opportunity for investors. Mark Bernier, WhiteHorse Capital’s managing director, and Peter Gallagher, principal, join the podcast to share their insights into today’s private credit market, trends in the TMT sector, how annua…
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As deal volume begins to recover and business leaders look forward to a falling rate environment, exit preparedness should be top of mind for finance leaders and dealmakers alike. Tom Pierce, managing director of the CFO advisory services arm of Consero Global, joins the podcast to offer a CFO’s point of view on the most important elements to consi…
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When in June 2024 FORVIS, a top U.S. accounting and advisory firm, combined with Mazars, an international professional services firm, the firms created a unique global network and marked one of the many innovative structural changes accounting firms are implementing to evolve with a changing market. Scott Linch, partner with Forvis Mazars, and Bob …
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Government incentives and environmental mandates are expected to attract investors to nuclear energy, and the technological advances and infrastructure upgrades needed to support it. Nano Nuclear Energy’s Jay Yu, founder and chairman, and James Walker, CEO, join the podcast to talk about areas of opportunity in the sector and what’s ahead for nucle…
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Holding periods for private equity buyouts are growing longer, and the longer hold times are changing the way firms approach value creation. Rudi Moreno, managing director in the transaction advisory group at global advisory firm Stout, joins Middle Market Growth Conversations to discuss whether extended holding periods are here for the long haul, …
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Private credit has been on a rocket ride since the great financial crisis, and the direct lending space has recently become white hot with new entrants joining legacy firms. WhiteHorse Capital’s Chief Credit Officer Javier Casillas and Managing Director Samuel Goldworm join the podcast to discuss how WhiteHorse stays competitive in a crowded market…
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As we enter the second quarter of 2024, middle-market dealmakers are optimistic about the M&A environment despite continued higher capital costs. Pete Notter, a partner at TPG Twin Brook Capital Partners, joins the podcast to share his insights on the current environment for borrowers and lenders, how the market has shifted compared to 2023 and the…
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Renewable energy M&A has been a hot topic in recent years, with S&P Global Market Intelligence predicting that 2024 will be a banner year for private equity clean energy and renewables dealmaking. Kenny Boyce, CEO of Third Party Cyber Security, joins the podcast to talk about the surprising cybersecurity risks investors need to consider in the rene…
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Sustainable fashion is a rapidly growing market, but conscious consumers struggle amidst the dominance of fast fashion and the ubiquity of greenwashing. Erin Houston, co-founder and CEO of Wearwell, joins the podcast to discuss how her company helps consumers make informed ethical purposes, their rapid growth trajectory and why investors should kee…
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After the ups and downs of 2023, the M&A market has been widely predicted to see a return to normal in 2024—but not everyone agrees with that assessment. Stuart Aronson, executive managing director and CEO of WhiteHorse U.S., and Pankaj Gupta, president of WhiteHorse U.S. and global head of origination, join the podcast to share their predictions a…
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Since 2020, private equity firms and accounting firms have experienced a mutual attraction with multiple deals making their way to the finish line, and experts say that trend is likely to continue. Allan Koltin, CEO of Koltin Consulting Group, joins the podcast to discuss why accounting firms are transforming, how acquirers can determine which acco…
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From naval ship repair to commercial aircraft engine machinery, the aerospace and defense supply chain is ripe with strong acquisition targets for dealmakers. Michael Richter, managing director and global head of Lazard’s Aerospace & Defense investment banking group, joins the Middle Market Growth Conversations podcast to explore these M&A opportun…
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As demand for electricity continues to rise, energy companies are facing growing pressure to mitigate wildfire risks associated with aging utility infrastructure. Managing vegetation around utility infrastructure plays an increasingly important role in both keeping the lights on and keeping fires snuffed. Kaitlyn Albertoli, CEO and co-founder of Bu…
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Those who remember the dark tone of the numbers from the second quarter may be happy to hear that there are signs that the M&A market is starting to revive as we closed the third quarter. Bob Dunn, the managing director of GF Data, an ACG company, joins Middle Market Growth Conversation podcast for the third installment in an ongoing series where w…
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Cell and gene therapy technologies are ascendent, boosted by new developments in treatments for diseases like ovarian cancer and Parkinson’s disease, and by predictions of a meteoric rise in total market value in the next five years. Fabian Gerlinghaus, the co-founder and CEO of Cellares, a company that has developed a so-called “factory-in-a-box” …
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Middle-market businesses continue to feel the pressure of rising interest rates, inflation and other macroeconomic challenges. The ongoing strain on companies and the deal market has shined a light on the importance of having strong lender relationships.In this episode, Betsy Booth, a partner at Twin Brook Capital Partners, offers her perspective o…
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At the close of the second quarter of 2023, the numbers from private equity-sponsored middle market transactions showed that deal volume has cratered, and debt pricing has risen even higher despite renewed hopes for a soft landing economically. This is the second installment in an ongoing series where we review timely data with Bob Dunn, the managi…
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