Best CIBC US Podcasts (2025)

1
Special MMM Golf Edition - US Open preview with Peter Kaufman 59:15

1d ago59:15

59:15

Peter Kaufman is President/Head of Restructuring and Distressed M&A at Gordian Group, a New York City-based investment bank. He’s found an illustrious second career as a regular golf contributor with The Daily Drive, an online golf journalism collective. Andy and Charlie (who are both still in search of their first careers) enlist Peter in a tour o…

1
Episode 70b ACG DealMAX, Las Vegas, April 7,2025 20:30

7d ago20:30

20:30

New Heritage Capital's Greg Katz fills the "yawning" void left by Charlie Gifford's absence.By Andy Greenberg & Charlie Gifford

1
The importance of savings for your financial wellbeing 28:43

8d ago28:43

28:43

In our first episode, "The Importance of savings for your financial wellbeing," our hosts Michael Hill and Drew Marquart discuss the vital role of savings in achieving financial goals. They cover strategic savings plans, priorities for different life stages, low to no-fee savings solutions, and the benefits of credit cards as cashback tools. Tune i…

1
Episode 70a ACG DealMax, Las Vegas, April 7,2025 34:15

9d ago34:15

34:15

Graeme Frazier and Andy discuss GF Data and receiving the ACG Legend Award.By Andy Greenberg & Charlie Gifford

1
What if the Hurt is in Your Brain — Not Your Head? SickKids VS Chronic Pain 20:19

14d ago20:19

20:19

An accident at the beach left 15-year-old Lauryn in extreme discomfort for years. Pain is one of the body’s most important signals for survival but sometimes signals in the brain can get crossed and the hurt continues long after an injury has healed. Hear from a team that’s re-wiring brains to put pain in its place.…

1
Episode 69 Christian Bullitt, Raymond James 50:36

22d ago50:36

50:36

Christian is a Managing Director in Raymond James’ Private Capital Advisory Practice. He finally runs out of excuses and ends up squinting under the hot lights of the MMM studios. A discussion with two old friends hits the usual stops – Philadelphia roots, Trinity College, early career in PR before getting into finance – yet still manages to find p…

1
How Their Transplants Led to Modern Love (SickKids VS Organ Failure) 23:42

28d ago23:42

23:42

Organ failure is a race against time. Even when a transplant is possible, plenty can still go wrong. But major advances are improving the odds and creating new outcomes for patients, as you’ll hear in this tale of two strangers — Brad and Regan, whose lives became forever intertwined. (For bonus content or to advance similar research, please visit …

1
Episode 68 Mark Jones, River Associates 56:48

1M ago56:48

56:48

This one combines the insight of a WWF wrestling match with the virility of an Aspen Institute panel discussion. Mark Jones is a Partner at River Associates, the Chattanooga-based private equity firm currently investing out of its eighth vehicle. For better or worse (admittedly worse for him), Mark is also a longtime friend of Andy and Charlie’s. H…

1
Episode 67 David Michel, Catapult Health 49:41

2M ago49:41

49:41

David Michel is Chief Executive Officer of Catapult Health, a Dallas-based innovator in virtual at-home preventive care recently acquired by Teledoc Health for $65 million. Each stop in David’s story is spellbinding. David begins with his upbringing in southern Illinois, where his entrepreneur/radio broadcaster father played a large role in his upb…

1
Episode 66 Barbie Adler, Selective Search 47:23

2M ago47:23

47:23

Barbie Adler gives new meaning to the phrase “mystery date” with a star turn on Middle Market Musings. Barbie is Founder and President of Selective Search, the nation’s preeminent luxury matchmaker. Barbie traces her origin story from Chicagoland roots to Bradley University to early successes in public relations and executive search. Her work exper…

1
Episode 65 Ronald Miller, CIBC 48:34

3M ago48:34

48:34

Ron Miller’s good judgment and even temper survive an appearance on Middle Market Musings. Ron, an old friend to both Andy and Charlie, is Managing Director and Head of US Middle Market Investment Banking at CIBC. Ron talks about his youth in Chicago, including early experience in the family clothing business. The story migrates to Milwaukee, where…

1
Episode 64 Chris Hendriksen, Pacific Lake Capital 50:25

3M ago50:25

50:25

Chris is a Partner at Pacific Lake Capital, one of the leading investors in the search fund industry and currently investing out of its $317 million sixth fund. The Stanford Graduate School of Business alum shares stories of his 20 plus years of experience and how the industry has evolved over time. His journey began as a searcher who found, invest…

1
Episode 63 Steve Gurgovits, Tecum Capital 47:55

4M ago47:55

47:55

The Middle Market Musings tour bus pulls into Western Pennsylvania for a lively episode with Steve Gurgovits, Managing Partner & Co-Founder of Tecum Capital. Tecum is a multi-strategy investment firm focused on the lower middle market. Steve gets into his upbringing and football exploits in Sharon, PA; the example his father set as a banker in that…

1
Episode 62 Scott Estill, Lancor 49:30

4M ago49:30

49:30

Scott Estill runs out of excuses and ends up in the MMM studio. Scott is partner and head of the New York office at Lancor, a national search and advisory firm. Scott reviews his extensive early career in investment banking and how it evolved into Lancor’s distinctive private equity executive placement model. Before that, the hosts get into Scott’s…

1
Episode 61 Randy Schwimmer, Churchill Asset Management 46:15

5M ago46:15

46:15

Randy is vice chairman at Churchill Asset Management. With over $50 billion of committed capital, Churchill provides customized financing solutions to U.S. middle market private equity firms and their portfolio companies across the capital structure. Randy is widely credited as one of the pioneers in providing loan syndications to private middle ma…

1
Episode 60 Pat Galleher, Boxwood Partners 47:17

6M ago47:17

47:17

Scratch golfer Pat Galleher ends up in the tangled fescue that is Middle Market Musings. Pat is Managing Partner of Boxwood Partners, the middle market investment bank based in Richmond, VA and Jupiter, FL. Pat details his youth in and around golf courses, including encounters with a young Tiger Woods, which compels Charlie to offer Pat and Andy a …

1
Episode 59 David Walker, EBSCO Industries 46:23

7M ago46:23

46:23

David Walker is president and CEO of EBSCO, one of America’s largest family-owned private companies. With approximately $3 billion in revenues, EBSCO traces its origins to a magazine subscription business founded by Elton B. Stephens in 1944. David details EBSCO’s business interests today, comprising information services, diversified industrial and…

1
Episode 58 Marty Mannion, Summit Partners 56:08

7M ago56:08

56:08

Marty Mannion shows up and puts 40 years of leadership stature at risk. Summit Partners is a pioneer in the private equity industry, with more than $32 billion invested to date. Marty has been at Summit since 1985 and currently serves as Chair of the Board of Managers. His storied path begins in modest surroundings in the Bronx, before formative ex…

1
Episode 57 David Santoni, Audax Private Equity 53:47

8M ago53:47

53:47

Since January, David Santoni has been Managing Director, Business Development at Audax Private Equity, now investing out of its seventh flagship fund, a $5.25 billion vehicle. Before Audax, David was a well-known middle-market investment banker based in Minneapolis with several firms, notably Lazard Middle Market (dating back to its Goldsmith Agio …

1
Part II: Navigating today’s debt markets – considerations for commercial clients 34:33

8M ago34:33

34:33

In part two of our discussion around navigating today’s debt markets, we talk through how the right commercial real estate and syndication capabilities can support strategic growth for clients.By CIBC US

1
Episode 56 Bill Browder, CEO of Hermitage Capital Management 50:44

9M ago50:44

50:44

Sir William Felix Browder provides a distinguished start to Season 4. As CEO and Founder of Hermitage, Bill Browder became the largest portfolio investor in Russia. He traces his family’s early connections to Russia, and then tells one of the singular tales of courage in this century. Browder went from Russian insider to mortal Putin foe. He was ab…

1
Episode 55 Les Alexander, Jefferson Capital & UVA Darden School of Business 50:38

10M ago50:38

50:38

Les Alexander takes MMM on a picaresque back-and-forth between the lowlands of Louisiana and the rolling hills of Virginia. Childhood in New Orleans, college at UVA, a private equity and business career back home, then a return to Charlottesville as an endowed professor. The lively discussion covers such critical questions as the right way to say “…

1
Episode 54 Gabriel Gomez, O2X Human Performance 56:00

11M ago56:00

56:00

Another episode, another chat with a Navy pilot / SEAL team member / US-Senate candidate / private equity star / private company CEO….Gabriel Gomez stops by to talk about his boyhood in Washington state, his extraordinary military service, and his post-HBS success in business, including his most recent venture as CEO of O2X Human Performance, which…

1
Episode 53 Jeff Giles, Core & Main 51:53

12M ago51:53

51:53

Jeff Giles is the latest deal professional to run out of excuses and end up in the MMM studio. He is Executive Vice President for Corporate Development at Core & Main, a St. Louis-based publicly traded specialty distributor focused on water, wastewater, storm drainage and fire protection. Andy and Charlie join Jeff in recounting his days as a priva…

1
Demystifying new job paperwork 21:39

1y ago21:39

21:39

Starting a new job at any age or stage may leave you feeling overwhelmed by the new-hire paperwork and benefit selections offered by your employer. Understanding and properly completing employment-related tax and benefit elections can be a key factor to success on your financial journey.By CIBC Private Wealth US

1
Why Do Emergency Departments Need AI? SickKids VS Wait Times 23:13

1y ago23:13

23:13

Many families rush to hospital emergency departments every day. Some don’t know why a child is sick. Some do. But they all share a common concern: how long will we have to wait? Hear how one emergency physician (who’s also a computer scientist) is harnessing the power of artificial intelligence to address wait times so more patients and caregivers …

1
Episode 52 Jeff Henningsen, Lockton Companies 47:11

1y ago47:11

47:11

This episode features: a University of Missouri starting quarterback who tackled Brian Bosworth, a hardworking youthful entrepreneur, a standout networker in the M&A industry, a pioneer podcaster and a leader in the field of insurance / due diligence. Not five guests! Just one – Jeff Henningsen, President and CEO of Lockton Companies – Texas Series…

1
A Child Survives — But What’s Around the Corner? SickKids VS Cancer’s Shadow 23:21

1y ago23:21

23:21

More children survive cancer than ever before. But the disease and the treatments take a toll. In adulthood, many survivors face serious or life-threatening effects stemming from their therapies. Dr. Paul Nathan works tirelessly to improve the lives of survivors, and he’s been collaborating with someone who has a unique perspective on how to take p…

1
Episode 51b Gretchen Perkins, Avance Capital Management 40:07

1y ago40:07

40:07

If this were a Friends episode, it would be “The One Where Gretchen Shows Up With a Glass of Wine.” Gretchen blows the doors off with insights into Avance’s deal activity, the current temperamental condition of the M&A market, and her own turn as DealMAX conference chair a few years ago. A discussion of her “walk on” music at that event leads to Ch…

1
Episode 51c Steve Hunter, TM Capital 34:07

1y ago34:07

34:07

Steve was the one “first time, long time” guest in the DealMax extravaganza. Even so, he is as cool as the other side of the pillow in recounting his activities as TM’s head of sponsor coverage and the firm’s recent acquisition by Janney Montgomery Scott. Steve and Andy trade friendly competitive observations on the Braves and Phillies while Charli…

1
Are the Answers in Our Genes? SickKids VS Unexplained Seizures 22:02

1y ago22:02

22:02

As a baby, Noel was diagnosed with a severe form of epilepsy. There are many types and causes, so to really help patients like him, it’s not enough to know they have the disorder — but rather why they have it. To find out, Noel’s family joined a groundbreaking global study to see what happens when you dig into the genome for answers. (To advance br…

1
Episode 51a Brent Baxter, Association for Corporate Growth 24:58

1y ago24:58

24:58

Brent returns to the big stage for his first DealMax conference since assuming the reins as ACG’s CEO. He shares some impressive numbers on this year’s event – more than 3,000 attendees and an estimated 35,000-40,000 meetings. Then interesting discussion on how ACG is keeping pace with the industry’s desire for more informed and qualified interacti…

1
Why Is My Child Wheezing? SickKids VS Breathlessness 21:05

1y ago21:05

21:05

Around one in five kids struggle to breathe at least twice a year. They miss school and soccer games. And they often end up in hospital for treatment — but fail to receive a diagnosis. Breathing disorders, whether mild or severe, can be deadly. Meet the doctor who designed a new tool to better predict the risk of getting asthma. (To advance breakth…

1
What If We Could Prevent Sudden Death? SickKids VS Cardiac Collapse 22:04

1y ago22:04

22:04

Seth was 10 when he collapsed on the schoolyard without warning. As a baby, he’d been diagnosed with a disease in which the heart can suddenly quit. Some people with his condition can go their whole lives without experiencing this. Others die from it. And there’s no way of knowing who’s at risk – until now. (To advance breakthrough research and car…

1
Private foundations v. donor-advised funds 19:12

1y ago19:12

19:12

Both private foundations and donor-advised funds can be effective personal charitable vehicles. While they both allow for strategic giving and an opportunity to create a charitable legacy, they have important differences to consider when deciding which type of charitable vehicle may be right for you and your family.…

1
Our Hospital CEO on How We’ll Heal the Future. SickKids VS The Odds 22:38

1y ago22:38

22:38

Dr. Ronni Cohn is leading SickKids through a new frontier in medicine — to diagnose faster, treat smarter, and predict better. The CEO (who’s also a geneticist and paediatrician) reveals how Precision Child Health works as we kick off a new season of breakthroughs, from using AI to help ease wait times in the emergency department and pinpointing th…

1
Episode 50 Christina Pai, Fort Point Capital 46:20

1y ago46:20

46:20

Christina Pai is a partner at Fort Point Capital, a Boston-based private equity firm focused on service businesses with high growth potential. This episode begins and ends with Christina and Charlie swapping captivating Boston sports insights. In between, she charts her Massachusetts childhood, college at Dartmouth, and path to her current role at …

1
Income taxation of trusts 13:46

1y ago13:46

13:46

A common question for a grantor or a beneficiary of a trust is: “How will income in my trust be taxed?” The answer to that question can be complex and dependent on many factors, but there are some general rules for the federal income taxation of trusts that may help answer this important question.By CIBC Private Wealth US

1
Episode 49 Mark Chesen, SSG Capital Advisors 45:07

1y ago45:07

45:07

Mark Chesen is a founder and managing partner at SSG Capital Advisors, a special situations-focused investment bank that has completed more than 400 transactions since its founding in 2001. Mark zips through growing up in Iowa, college at the University of Texas and an early stint in public accounting before turning to the wide world of investment …

1
Analyst deep dive: The weight loss drug hype 15:22

1y ago15:22

15:22

CIBC Private Wealth senior healthcare analysts provide deeper insight into the most notable themes within healthcare innovation.By CIBC Private Wealth

1
Navigating today’s debt markets – considerations for commercial clients 14:36

1y ago14:36

14:36

In the latest episode our Syndications team discusses how the right commercial banking and syndication capabilities can facilitate strategic growth for long term clients. Joining them in this conversation is their valued partner, Dan Coles, owner and CEO of Coles Central Incorporated.By CIBC US

1
Episode 48 Ashley Hess, Baker Hostetler 45:14

1y ago45:14

45:14

The Middle Market Musings tour bus rolls into southwestern Ohio for a discussion with Ashley Hess, Partner-in-Charge of Baker Hostetler’s Cincinnati office. Ashley draws vivid stories out of a succession of stops in his journey: Western Virginia boyhood, school at UVA and Washington & Lee, marriage and life as a young connector in the Cincinnati co…

1
Inherited IRAs after SECURE 23:04

1+ y ago23:04

23:04

The SECURE Act and subsequent guidance from the IRS significantly changed how inherited individual retirement accounts (IRAs) must be withdrawn after the owner’s death. Understanding the key rules associated with inherited IRAs is important to anyone who is a beneficiary – or may become a beneficiary – of an inherited IRA.…

1
Episode 47 Chrisanne Corbett, KPMG Corporate Finance 43:18

1+ y ago43:18

43:18

This time around, Chrisanne Corbett classes up the proceedings. Chrisanne is Managing Director of KPMG Corporate Finance LLC, leading the Diversified Industrials Team, and co-leading the Private Equity Coverage Team. She starts off recalling a busy, promising childhood in Minnesota and Connecticut. Andy and Charlie – rarely interested in the same t…

1
Tangible personal property 15:33

1+ y ago15:33

15:33

Items of tangible personal property – jewelry, artwork, household furniture and the like – are often collected over a lifetime. Because of the sentiment these items might represent and the inability to easily divide certain pieces, personal items in an estate can often create the greatest source of conflict among beneficiaries. Fortunately, there a…

1
Episode 46 Jon Skinner, PSP Partners 54:54

1+ y ago54:54

54:54

Jon Skinner is CEO of PSP Partners, a diversified private investment firm founded by former U.S. Secretary of Commerce Penny Pritzker. Jon is the latest financial honcho to miss his exit and end up in the Middle Market Musings recording complex with Andy and Charlie. Jon reviews his path to his current role – childhood in suburban Boston, football …

1
Episode 45 Andy Souder, RAF Equity 40:24

1+ y ago40:24

40:24

Andy Souder grew up in a steel town and attended Notre Dame, but the similarities to “Rudy” end there. Andy is vice president of acquisitions at RAF Equity, a family office turned private equity fund based in suburban Philadelphia. Andy regales his old friends with stories of his own upbringing and early career in commercial banking and law, then h…

1
Budgeting 101 20:47

1+ y ago20:47

20:47

Budgeting means creating a unique plan for spending and saving your money: it involves analyzing your income, expenses and financial goals to ensure that your spending aligns with your priorities. There are several steps you can take to create a custom budget for yourself.By CIBC Private Wealth US

1
Episode 44 Bob Whalen, HB Global 41:39

1+ y ago41:39

41:39

Bob Whalen is CEO of HB Global, a $550-million revenues commercial specialty contracting firm based in Harrisburg, PA. Bob talks about HB’s evolution since his acquisition of the business and its transition to ESOP ownership in 2008, as well as HB Capital, a private equity vehicle formed to acquire other businesses suited to similar management and …

1
The Corporate Transparency Act 35:56

1+ y ago35:56

35:56

The Corporate Transparency Act is a law that goes into effect on January 1, 2024, and will impact many limited liability companies, limited partnerships and corporations. If you own or control an entity — whether for estate planning purposes or as an active business — it is important to know how this new law impacts you and how you can comply.…

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CIBC US Podcasts

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