Month: January 2024
Exiting a Family Business with Mike Swiatkowski (Ep. 30)

Exiting a Family Business with Mike Swiatkowski (Ep. 30)

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Are you working in a family business? Do your values align with the company values and trajectory? 

Mark Dorman speaks with Mike Swiatkowski, VP of Corporate Development at Gordon River Partners, about his journey through his family business. From starting at the company, to promoting growth after his father passed, to leaving the family business behind, Mike shares his emotional journey through the business and the role his personal values played in making his decisions.

Mike discusses: 

  • The beginnings of his family’s company
  • His first position within the company once he joined
  • Why he opted to work for a different company after graduating from college
  • The main struggles he faced when joining the company and developing it for the future
  • Why he eventually chose to leave the company
  • And more

 

Resources:

Connect with Mark Dorman: 

Connect with Mike Swiatkowski:

 

About our Guest: 

Mike Swiatkowski has over 20 years of food & beverage industry experience. Throughout his career, Mike has been successful in building strong internal leadership teams, streamlining operations and implementing best-in-class quality control systems. Early in his career, he assumed a leadership role at a national snack company, Hickory Harvest Foods, where his strategic initiatives resulted in consistently generating new business annually.

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The Evolution of Investment Banking in M&A Strategies with Paul Carleton (Ep. 29)

The Evolution of Investment Banking in M&A Strategies with Paul Carleton (Ep. 29)

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Private equity firms have evolved since they first started growing in the eighties. What role do they currently play in M&A procedures and business planning?

Listen in as Mark Dorman and his guest Paul Carleton, founder and managing partner of Carleton McKenna, share stories from Paul’s initial steps in the field. Explore how investment banking has evolved and become more specialized, and reflect on the burgeoning world of private equity. Paul highlights the critical role of storytelling in drumming upmarket competition and sheds light on how investment bankers play a key part in getting businesses ready for sale.

Mark and Paul discuss: 

  • The evolution of the investment banking industry
  • How does an investment banking firm establish its value and create competition in the marketplace
  • What approach does Carleton McKenna take when working with clients
  • Why is continuous learning important for both clients and advisors
  • And more

 

Resources:

Connect with Mark Dorman: 

Connect with Guest:

 

About our Guest: 

Paul H. Carleton is Managing Partner of Carleton McKenna & Co., LLC, which was founded in 2001 to provide strategic and financial consulting services to corporations with a focus on healthcare, technology, and consumer products.

From 1978 to 1988, Paul held various titles at McDonald & Company and achieved the position of Managing Director in charge of the Investment Banking Group of the firm. In 1988 he formed the Carleton Group which in 1993 was transitioned to Carleton, McCreary, Holmes & Co. He held the position of Senior Managing Director at CMH, a position he maintained through the firm’s acquisition by KeyCorp in 1996. 

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