Podcasts

Join us for this special episode with Anil K. Makhija, the dean and John W. Berry, Sr. Chair in Business at The Ohio State University Fisher College of Business and the first academic director in the National Center for the Middle Market’s history.

Anil, who will return to Fisher’s faculty in June after a decade as dean, shares his unique insights into the genesis, growth and triumphs of the NCMM, the profound impact the NCMM has had at Fisher and Ohio State, and the incredible value that strategic partnerships between academia and industry can provide.

In this episode, we sit down with Sharon Heaton, the founder and CEO of sbLiftOff, a national M&A advisory firm located in Northern Virginia. Sharon shares her journey from seasoned attorney to founder of her own advisory firm specializing in the middle market. Tune in to gain valuable insights into the world of M&A and learn how empathy can be a game-changer in negotiations, ensuring successful outcomes for both buyers and sellers alike.

sbLiftOff is a trusted advisor to founder-led businesses and government contracting companies throughout the U.S.  They provide merger and acquisition advisory and related services focusing on private companies with $10 million to $100 million in revenues and at least $2 million in EBITDA.

Listen in as Terry Hill, Co-Head of Emerging Middle Market for JPMorgan Chase Commercial Banking, and Charisse Conanan Johnson, Co-CEO of Next Street, dive into the unique challenges and opportunities within diverse-owned middle market businesses. Our guests share their expertise and experiences to help uncover the nuances of this vital sector with a discussion about the knowledge gap, capital challenges, and the crucial role of mentorship and networking. Discover the data-driven approach that uncovers the narrative of underrepresented groups and highlights the immense potential within the diverse middle market.

Click this link to read the report published by JPMorgan Chase and Next Street.

Welcome to our special Year-End Middle Market Indicator episode, where we dive deep into the end-of-year 2023 insights of the U.S. middle market, brought to you by NCMM Managing Director, Doug Farren.

Throughout 2023, U.S. middle market companies shattered records, boasting double-digit year-over-year growth in both revenues and employment. The year concluded with unprecedented achievements, including an all-time-high rate of year-over-year revenue growth at 12.4.

To watch the full MMI webinar or download the report, visit www.middlemarketcenter.org.

Join us for an engaging conversation with Steve Weber, founder of PaperTrl, a groundbreaking AP automation product. Explore the imperative for automation in addressing key benefits to help mid-size companies from labor shortages and efficiencies to fraud and phishing attacks, and the securing of digital payment methods. At the intersection of technology and finance, this episode offers a comprehensive exploration of the challenges and opportunities in the accounts payable automation space.

PaperTrl is a comprehensive, end-to-end AP automation solution. PaperTrl is a fully integrated, cloud-based AP automation software solution that helps organizations simplify and streamline the entire AP process from purchasing to payments.

In part 2 of our insightful discussion, we continue our conversation on intellectual property with Bryan Wheelock and Joe Walsh from Harness IP. Join us as we explore fascinating case studies, learning from both the successes and challenges faced by businesses in safeguarding their identities. From the nuances of trademark usage to the pitfalls of overlooking comprehensive searches, we uncover the strategies that can make or break your intellectual property journey. If you’re a midsize company navigating the IP landscape or an entrepreneur looking to safeguard your brand, this episode provides practical guidance and actionable insights.

Harness IP is a full-service IP firm and a member of the National Center for the Middle Market. With more than 100 lawyers and IP professionals, they cover the full gamut of IP law while maintaining a deep knowledge of specific practice areas to deliver quick, effective solutions to your most complicated IP problems.

Did you know you can’t trademark your copyright, but you can protect your brands and innovations with intellectual property rights?                                                                                                                      

Join us as we chat with two experts from Harness IP. Bryan Wheelock and Joe Walsh, representatives from the renowned intellectual property firm, share insights into patents, trademarks, copyrights and trade secrets. They discuss the importance of protecting unique creations, from inventions to marketing materials, in the competitive middle market landscape. Learn more about why intellectual property is a powerful tool for securing revenue streams and gaining a competitive edge in today’s dynamic business environment.

Harness IP is a full service IP firm and a member of the National Center for the Middle Market. With more than 100 lawyers and IP professionals, they cover the full gamut of IP law while maintaining a deep knowledge of specific practice areas to deliver quick, effective solutions to your most complicated IP problems.

Today, we’re delving into one of the most crucial sectors of the middle market—manufacturing. Our guest, Mike Williams, Industry Practice Leader for Manufacturing at Chubb, offers valuable insights into the latest industry trends. Prepare for a dynamic conversation that unpacks the opportunities, challenges, and risks confronting businesses in this ever-evolving industry.

Chubb is the world’s largest publicly traded P&C insurance company and the leading commercial lines insurer in the U.S. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients.

Join us as we learn from a middle-market business owner and hear the story of building a mid-size organization from his basement in 1991 to today as the largest supplier of outsourced claims. CIS Group is a proud member of NCMM. Michael Stanley, the founder of CIS Group, talks with Doug Farren on his perspective of owning a mid-size company on this episode of The Market That Moves America.

CIS Group empowers insurance carriers and finance companies with superior field operations and data collection. With a track record of conducting over 55 million property inspections and claims across the United States, CIS Group presently caters to the most significant property and casualty insurance companies in the U.S.

Doug Farren, Managing Director of the National Center for the Middle Market provides an in-depth analysis of our most recent research findings on the US Middle Market. Revenue, employment, economic confidence, expansion, capital investment, Gen AI use, and more are all discussed in this episode of The Market That Moves America.

The Middle Market Indicator surveys 1,000 CEOs, CFOs, and other C-suite executives of America’s middle market companies on key indicators of past and future performance in revenue, employment, and allocation of cash. The survey also reports middle market company confidence in the global, U.S., and local economies and identifies key business challenge areas. The survey was designed to accurately reflect the nearly 200,000 U.S. businesses with revenues between $10 million and $1 billion, the lower and upper limits of middle market annual revenue. The survey is designed and managed by the National Center for the Middle Market. The data shared in this episode was fielded in June of 2023