Acquiring Success: M&A Strategies for Forward-Thinking Leaders

Circular logo and the words "Business as Un-Usual: A Livestream Series", all in white

Livestream Highlights

  • Understand the unique characteristics and approaches of Private Equity, Venture Capital, Strategic Buyers, Family Offices, and Strategic Alliances
  • Prepare effectively for acquisition, manage due diligence, and address potential pitfalls
  • Utilize brand and product architecture to ensure smooth integration and sustained growth

Featured Guest:

Guest

Remo Picchietti

Vice President of
Strategy and Corporate Development at
The Boler Company

Guest

Amy Anderson

Vice President of
Client Services at
Red Caffeine

Hosted By:

Host

Kathy Steele

CEO of
Red Caffeine

Event Recap:

This session is packed with insights into the world of mergers and acquisitions (M&A). Whether you’re an experienced executive refining your acquisition strategy or just exploring M&A as a new avenue for growth, this Livestream has something for everyone. Join Kathy Steele, CEO of Red Caffeine, as she hosts a discussion with Remo Picchietti, VP of Strategy and Corporate Development at The Bowler Company, and Amy Anderson, VP of Client Services at Red Caffeine. Together, they explore various M&A options, the intricacies of selling a business, and how to ensure post-acquisition success through effective brand and product architecture.

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Catch Up On Past Livestreams

Missed a livestream? No worries! We’ve got you covered. Check out our past events below for actionable insights on business growth and more.

The Ensemble Approach to Business: Enhancing Sales Collaboration Through Improv

Business As "Un"usual • November 14, 2024

Erin Diehl, Kathy Steele, Tom Latourette

Is your team struggling to stay aligned during client interactions? Improv can help! Improv helps teams become more adaptive, creative, and collaborative by teaching them how to respond effectively in unpredictable situations and work together seamlessly.
Watch Replay

Thriving in Uncertainty:
HR Strategies for Economic, Technological, and Legislative Shifts

Business As "Un"usual • October 10, 2024

Mary Lynn Fayoumi, Kathy Steele

Are you prepared to lead your organization through the next wave of workforce changes? From the rise of AI-driven recruitment strategies to the growing trend of employees choosing stability over new opportunities, the way we attract, engage, and retain talent is shifting. Coupled with upcoming changes in employment legislation, 2025 is set to be a year of transformation for HR and business leaders. In this Business as "Un"usual Livestream replay, Mary Lynn Fayoumi, President and CEO of HR Source, and Kathy Steele, CEO of Red Caffeine, break down the trends and provide you with the tools to build a comprehensive and future-ready workforce strategy.
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B2B Growth Trends From Automation to Acquisition: What to Have On Your Radar for 2025

Business As "Un"usual • September 12, 2024

Amy Anderson, Bill Skowronski, Kathy Steele

B2B markets are evolving faster than ever, and staying ahead means knowing what trends to watch and how to adapt. This Business as "Un"usual event offers an exploration into the future of B2B growth, hosted by Red Caffeine's top experts including Amy Anderson, VP of Client Services, Bill Skowronski, Content Director at Red Caffeine, and Kathy Steele, CEO of Red Caffeine. During this highly engaging session, we explore the technology, strategies, and leadership approaches that will shape 2025 for mid-market companies. From leveraging AI and sales automation to adopting innovative customer engagement methods, this discussion is filled with insights designed to help you rethink your growth strategies. Whether you're planning to scale your business or optimize your current processes, this replay will provide the guidance you need.
Watch Replay

Rebranding for Long-Term Growth: A Must for Evolving Businesses

Business As "Un"usual • August 8, 2024

David Doyle, Kathy Steele

Explore the essential elements of rebranding for long-term growth with Kathy Steele, CEO of Red Caffeine, and David Doyle, CEO of Heidenhain Corporation. Together, they explore the strategic importance of rebranding beyond just a new logo
Watch Replay

Discover the Power of Better Answers: Elevate Sales with Answer Intelligence (AQ)™

Business As "Un"usual • July 12, 2024

Brian Glibkowski, Tom Latourette, Kathy Steele

Your sales team needs to ask thought provoking questions AND give answers that connect with your clients! Much like a great dinner conversation, a great sales pitch incorporates a balance of talking and listening.
Watch Replay
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Acquiring Success: M&A Strategies for Forward-Thinking Leaders

Business As "Un"usual • June 13, 2024

Remo Picchietti, Amy Anderson, Kathy Steele

This session is packed with insights into the world of mergers and acquisitions (M&A). Whether you're an experienced executive refining your acquisition strategy or just exploring M&A as a new avenue for growth, this Livestream has something for everyone. Join Kathy Steele, CEO of Red Caffeine, as she hosts a discussion with Remo Picchietti, VP of Strategy and Corporate Development at The Bowler Company, and Amy Anderson, VP of Client Services at Red Caffeine.
Watch Replay

Beyond the Pitch: Aligning Sales Strategies with Customer Needs

Business As "Un"usual • May 16, 2024

Kathy Steele, Tom Latourette

Sales is a process. In order to level up your entire sales team, you have to know what your top performers are doing behind the scenes to be successful. According to veteran sales trainer, Tom Latourette, they’re likely focused on positioning themselves as strategic partners instead of order takers.
Watch Replay

Enhancing Business Adaptability with Fractional Staffing Strategies

Business As "Un"usual • April 11, 2024

Kathy Steele, Mary Lynn Fayoumi

Learn about the mechanism of fractional staffing, including the evaluation of candidates, crafting roles that align with strategic business needs, and the cultural integration of fractional employees.
Watch Replay

The Branding Blueprint for Business Success

Business As "Un"usual • March 21, 2024

Kathy Steele, David Karbin

Revisit the insights shared by Kathy Steele and Vice President of Lexco Cable David Karbin as they discuss Lexco’s branding journey. With the help of Red Caffeine, Lexco has successfully navigated the complex process of a brand transformation, emerging as a standout leader in the wire rope industry.
Watch Replay

Navigating The Future Of SEO

Business As "Un"usual • February 17, 2024

Kathy Steele, Victor Lopez

In this Business as "Un"usual event led by Red Caffeine CEO Kathy Steele, our SEO Expert Victor Lopez offered an insightful exploration into the latest SEO trends.
Watch Replay

Insight-Driven Success: Mastering Customer Research for Business Growth

Business As "Un"usual • January 12, 2024

Kathy Steele, Ryan Paul Gibson

Ryan Paul Gibson provided invaluable insights into the world of customer research during our January Business as 'Un'usual livestream. He emphasized the critical role of understanding customer perspectives in developing effective business strategies.
Watch Replay

Why & How Orbitform Quickly Produced the Orbitform UVC Decontamination Chamber

Business As "Un"usual • January 9, 2024

Phil Sponslor , Kathy Steele

Phil's supervision of Orbitform shows servant leadership in action – creating a culture of continuous improvement executed by-high-performance teams which has led to strong financial results.
Watch Replay

Navigating The Future: Mastering Succession Planning And Business Strategy

Business As "Un"usual • January 8, 2024

Ed Barone, Kathy Steele

CEO of Red Caffeine, Kathy Steele, and Wealth Manager Ed Barone delved into the essential strategies and considerations for preparing your business for a successful transition.
Watch Replay

Plan Strategically And Get More
Out Of 2024 Trade Shows

Business As "Un"usual • December 4, 2023

Glen Ruggiero, Kevin Fett

In case you missed our November Business as “Un”usual livestream, we talked to Kevin Fett (Ion Exhibits) and Glen Ruggiero (On Location) about how companies can get the most out of their 2024 trade show events.
Watch Replay

How to Be a Best and Brightest Company

Business As "Un"usual • December 4, 2023

Kathy Steele, Jennifer Kluge, Mary Lynn Fayoumi

Every company understands the importance of selling its own products and services. But, far fewer companies connect the dots between how they communicate with their customers and how they communicate with their own employees.
Watch Replay

Get Ahead Of 2024 Planning Now

Business As "Un"usual • December 4, 2023

Kathy Steele, Christiana Henry, Amy Anderson, Bill Skowronski

In a very special Business as “Un”usual livestream, Kathy Steele welcomed Red Caffeine Vice President of Client Services, Amy Anderson, Account Director, Christiana Henry, and Senior Content Marketing Manager, Bill Skowronski, to share their insights regarding long-term planning as companies look ahead to 2024. 
Watch Replay

Mastering Modern Hr & Navigating the Changing Labor Market

Business As "Un"usual • September 7, 2023

Kathy Steele, Sandra Teague

According to a survey conducted by HR Source, only 50% of HR professionals were formally trained in the field, which seems to indicate how widely the role has expanded in recent years. Today, HR departments are responsible for the entire employee life cycle, which requires an extremely diverse skill set and often collaboration with sales, marketing, and technology experts within their organization and outside consultants.
Watch Replay

Increasing Sales Revenue
Even in Recessionary Times

Business As "Un"usual • September 7, 2023

Kathy Steele, John Jankowski, Bob Lambert

In case you missed it, our latest Business as “Un”usual livestream event featured special guests John Jankowski (Sales Xceleration) and Bob Lambert (Samurai Business Group) along with guest co-host Tom Latourette (3M Learning). 
Watch Replay

How is AI Impacting the Customer Experience?

Business As "Un"usual • September 7, 2023

Kathy Steele, Alana Widdess

At every step in the customer journey, there are opportunities to leverage artificial intelligence. Unfortunately, too many companies are jumping into technology without first determining which questions they’re trying to answer, what they want to measure, and how they hope to create value for their customers–and themselves.
Watch Replay

How Companies Can Learn From the Great Resignation

Business As "Un"usual • September 7, 2023

Kathy Steele, Mary Lynn Fayoumi

The employee-employer relationship has changed–perhaps forever. Current research shared by our Business as ‘Un’usual guest, Mary Lynn Fayoumi, gives all business leaders a few important things to consider.
Watch Replay

Unlock Sales and Marketing Growth With Better Buyer Personas

Business As "Un"usual • September 7, 2023

Kathy Steele, Jim Krauss

Special guest and president of Buyer Persona Institute (BPI), Jim Kraus joined us to share how the organization has become the gold standard for marketers and sales professionals who want to better understand their buyers in order to sell to them more effectively.
Watch Replay

Outbounding:
A Better Way to Grow Sales in 2023

Business As "Un"usual • September 7, 2023

Kathy Steele, Skip Miller

Email marketing is an incredibly powerful tool when it’s done right. Unfortunately, most sales and marketing professionals never learn how to be effective. They’re told it’s all a numbers game and they just have to keep hitting “send.”
Watch Replay

The Economic Scenarios You Need to Prepare for in 2023

Business As "Un"usual • September 7, 2023

Kathy Steele, Jason Turner, Terry Bressler, Spencer Yurkowitz

Why does market volatility matter to your Business? As leaders, while we know we can't control those broader factors, it's our responsibility to make data-driven decisions to maintain the health of our companies and ensure profitability. As a growth consultancy, Red Caffeine looks at macroeconomic forecasts and global trends to help our clients build a Grow-to-Market™ plan that strategically addresses staffing, cost management, sales, and investments in technology. In this session of Business as "Un" usual, our panel of industry experts, Jason Turner, Terry Bressler, and Spencer Yurkowitz, dove into some of the unique factors we face in 2023. 
Watch Replay

2023 Predictions – The Growth Trends to Watch

Business As "Un"usual • September 7, 2023

Kathy Steele, Mary Lynn Fayoumi, Tom Latourette, Joe Gurreri

Red Caffeine special guests Mary Lynn Fayoumi, Tom Latourette and Joe Gurreri joined CEO, Kathy Steele, for a roundtable discussion about the key growth trends they expect to see in 2023. And they did not disappoint.
Watch Replay

10 Disciplines EOS Leaders Use to Grow Their Company

Business As "Un"usual • September 7, 2023

Kathy Steele, Rob Dube

If you’re leading a company, you know how difficult it is to look past this quarter’s priorities or take time to disconnect from your work. Fortunately, Rob Dube developed The 10 Disciplines in order to help high performers gain a little space in their lives so they can make better decisions and get where they want to go faster. In this Business as “Un”usual webinar, Red Caffeine CEO, Kathy Steele, and M3 Learning Managing Partner, Tom Latourette, walked through The 10 Disciplines with Rob, ranking themselves and creating an action plan to improve in these key areas.
Watch Replay

B2B Sales Strategies for a Recessionary Environment

Business As "Un"usual • September 7, 2023

Kathy Steele, Janet Viane

To no one’s surprise, the business and economic forecast for 2023 looks a bit dicey, at best. While every recession, downturn, or valley only lasts, on average, a year and a half, we’re coming off of an economic boom that lasted longer than the average three year period.
Watch Replay

The Talent Variable in the Growth Process

Business As "Un"usual • September 7, 2023

Kathy Steele, Tim Schumm

The Baby Boomer generation, the largest group in our workforce, is retiring in droves, taking with them decades of senior-level experience and knowledge across every industry. Alongside them, more of the people inheriting their 30-70 trillion dollars in wealth are also retiring early. Behind them, fewer immigrants are entering the workforce at all levels and hourly workers are moving to the gig economy, further reducing the number of W-2 workers in the U.S. All of this has created a tight labor market in which companies have to pay employees more money in order to attract and retain them. Those expenses eventually get passed on to customers.
Watch Replay

Exceptional Client Experiences

Business As "Un"usual • September 7, 2023

Kathy Steele, Chris McKee

In case you missed it, we covered a lot of ground with guest Chris McKee (Venturity Financial Partners) and co-host Tom Latourette (M3 Learning) on Business as ‘Un’usual. Chris walked us through the process his team took to identify why clients were leaving Venturity Financial Partners and which factors were controllable. That process cut their controllable attrition rate in half, while also uncovering a wealth of insight and even a new practice area opportunity.
Watch Replay

You’re Carrying Too Many Technology Platforms. Here’s How to Choose What to Keep.

Business As "Un"usual • September 7, 2023

Kathy Steele, Mike Remke, Matt Butler

In case you missed it, Mike Remke and Matt Butler from Bonsai Data Solutions gave us a ton of insight into choosing smart tech platforms to fuel growth. Co-host Joseph Gurreri from Insperity and Red Caffeine CEO, Kathy Steele, led the conversation in our live Business as ‘Un’usual webinar, which you can rewatch here.
Watch Replay

Discover the Tips That Expert Presenters Rely on Most

Business As "Un"usual • September 7, 2023

Kathy Steele, Rob Johnson

Rob Johnson (President, Rob Johnson Communications) joined Tom Latourette (Managing Partner, M3 Learning) and Red Caffeine CEO, Kathy Steele to discuss Winning the Virtual Room: How to Excel in Online Presentations. If you missed this Business as ‘Un’usual webinar, Rob shared his expertise presenting on camera as a CBS news anchor and an executive media trainer. He also explained how to prepare for a presentation that connects with a large audience or a small group. 
Watch Replay

Growing Your Mid-Market Company in 2022

Business As "Un"usual • September 7, 2023

Kathy Steele, Doug Farren

In case you missed it, we talked with Doug Farren from Ohio State’s National Center of the Middle Market on all things mid-market to give business owners, HR managers and other stakeholders the clarity and confidence to conquer the year ahead.
Watch Replay

Learn How and Where to Invest in Your Company’s Growth

Business As "Un"usual • September 7, 2023

Kathy Steele, Ami Kassar

In case you missed Thursday’s webinar, moderator Ami Kassar (CEO, MultiFunding) discussed Innovative Ways to Fund Your Business Growth with Red Caffeine CEO Kathy Steele and a roundtable of industry leaders, including Lilli Zakarija (President, EdgeOne Medical), Stephen Olds (CEO, Exegistics), and Stacey Bales (President, Bales Metal Surface Solutions)
Watch Replay

Understand Your Customers’ Value to See How Fast You Can Grow

Business As "Un"usual • September 7, 2023

Kathy Steele, Chris Arndt

In case you missed it, we talked with Chris Arndt, the Director of ORBA’s Cloud CFO Services to pull back the curtain on what your customers are worth to your business and how to decide which customers to focus your investments in.
Watch Replay

Lessons in Badassery: Creative Recruitment and Retention

Business As "Un"usual • September 7, 2023

Kathy Steele, Mary Lynn Fayoumi

In case you missed it, we covered a lot of ground on the shifting trends in recruitment and retention with Mary Lynn Fayoumi, President and CEO of HR Source.
Watch Replay

Supply Chain, Labor Market, Inflation.
Oh My!

Business As "Un"usual • September 7, 2023

Kathy Steele, Claire Ellerhost, Michael Rarey, Terry Bressler

In case you missed it, we covered a lot of ground on the impact 2022 market predictions can have on your business and private investment growth strategies
Watch Replay

Customer Advocacy: Your Most Powerful Sales Pitch

Business As "Un"usual • September 7, 2023

Kathy Steele, Patrick Rooney

In case you missed it, we heard from Patrick Rooney, CEO of Seventh Echo.
Watch Replay

eCommerce in Manufacturing – The Keys to Success

Business As "Un"usual • September 7, 2023

Kathy Steele, Nicole Westenberger

Nicole discussed how ecommerce can accelerate growth in manufacturing sales when you bring customer insights from your sales team along the way.
Watch Replay

What Machine Learning Can Teach Your Business.

Business As "Un"usual • September 7, 2023

Kathy Steele, Niko Pipaloff

In case you missed it, we covered a lot of ground on growing your business through machine learning and artificial intelligence with Niko Pipaloff, CEO and Founder of Hybrid Intelligence.
Watch Replay

Growth Lanes: Focus on Human Capital

Business As "Un"usual • September 7, 2023

Kathy Steele, Sean Helsel, Rae Ali

In case you missed it, we covered a lot of ground on the variety of unique hiring and retention challenges business leaders face..
Watch Replay

Strategic Partnerships That Work

Business As "Un"usual • September 7, 2023

Kathy Steele, Jonathan Schroeder

In case you missed it, we heard from Jonathan Schroeder, President of 3D Platform.
Watch Replay

Quantify Your Value With Customer Value Management (Cvm)

Business As "Un"usual • September 7, 2023

Kathy Steele, Eric Berggren

Deliver More Value (and Satisfaction) to Your Customers While Maximizing Your Profit
Watch Replay

Building a Sustainable Enterprise-Wide Moment-by-Moment, Person-by-Person Customer Engagement Strategy

Business As "Un"usual • September 7, 2023

Kathy Steele, Diane S. Hopkins

Fostering an Instinct Culture to Provide Exceptional Experiences Most of the Time
Watch Replay

The Future of Sales

Business As "Un"usual • September 7, 2023

Kathy Steele, Tiffani Bova

The Landscape Of Selling Has Changed. Your Selling Strategy Needs To Keep Up.
Watch Replay

The Role of Data Analytics in Growth Planning

Business As "Un"usual • September 7, 2023

Kathy Steele, Chitra Iyer

In case you missed it, we heard from Chitra Iyer, Principal Consultant & Co-Founder of Kairoz Partners.
Watch Replay

Will the Mid-Market Lead Our Nation’s Recovery?

Business As "Un"usual • September 7, 2023

Kathy Steele, Doug Farran

In case you missed it, we heard from Doug Farren, Managing Director of the National Center for the Middle Market.
Watch Replay

Empowering Women With a Growth Mindset

Business As "Un"usual • September 7, 2023

Kathy Steele, Loretta Boutot, Latoya Conners Gray, Mary Ellen Grom

There are Nine Growth Lanes an organization can take to scale.
Watch Replay

You’re Going to Love Working With Us, and Here’s Why: Building an Exceptional Client Experience

Business As "Un"usual • September 7, 2023

Kathy Steele, Chris McKee, Deanna Walker, Amy Anderson

You’re going to love working with us, and here’s why: Building an Exceptional Client Experience
Watch Replay

Women in Manufacturing 4.0: The Next Frontier

Business As "Un"usual • September 7, 2023

Kathy Steele, Allison Grealis

As a smart career move, utilizing organizations in your chosen field allows you to develop your skills, make connections, and build your self confidence.
Watch Replay

Where Are Markets Headed in 2021

Business As "Un"usual • September 7, 2023

Kathy Steele, Steven Ryan, Michael Rarey, Jeff Korzenik

Learn how the future of 2021 might impact your business and get insights on what you can do to better prepare for a year of success.
Watch Replay

From Sales Know-How to Marketing Wow!

Business As "Un"usual • September 7, 2023

Kathy Steele, Tom Lefaivre

Real-life stories about Anchor Harvey’s successes and lessons learned over the last 18 months.
Watch Replay

Reimagine Your Workplace: Be Ready for 2021

Business As "Un"usual • September 7, 2023

Kathy Steele, Mary Lynn Fayoumi

Adapting and responding swiftly, but soundly is critical. And this webinar has you covered!
Watch Replay

Innovation: Going Beyond the Buzzword

Business As "Un"usual • September 7, 2023

Kathy Steele, Moisés Noreña

Ideal for leaders and employees looking ready to go beyond innovation as a buzzword and truly make a change in their organization.
Watch Replay

Flex or Fade: Why Agility is More Important Than Ever

Business As "Un"usual • September 7, 2023

Kathy Steele, Marti Konstant

We’re in a career and workplace revolution, where businesses need to quickly find ways to adapt or they will disappear. So what do all thriving companies have in common? In one word - agility.
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Think Like FedEx Express® – Agility, Efficiency, Modernization, and Hiring

Business As "Un"usual • September 7, 2023

Kathy Steele, Emily Brown

The FedEx Express® brand is synonymous with urgent deliveries but, over the past six months, even this 36 billion dollar company wasn’t immune from the pandemic’s business challenges.
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Revitalize Your Recruiting: Hiring Best Practices for Today’s Workforce

Business As "Un"usual • September 7, 2023

Kathy Steele, Rick Curry

Addressing Diversity: Hiring for and maintaining diverse and inclusive work environments
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Building an Ownership Culture – GGOB, EOS, and ESOP

Business As "Un"usual • September 7, 2023

Kathy Steele, Kevin Mauger

Learn how each methodology has improved and strengthened Kevin's team and his company.
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Why the US’s Largest Industrial Park is Obsessed With Helping Businesses Thrive

Business As "Un"usual • September 7, 2023

Kathy Steele, Josh Grodzin

Top business advice is not easy to come by, but finding the go-to people during a crisis can be critical to success.
Watch Replay

The Time is Now to Reset Your Strategic Plan for Growth, Innovation, Technology, and Culture!

Business As "Un"usual • September 7, 2023

Kathy Steele, Janet Viane, Dean Debaise

The time is NOW to reset your strategic plan for growth, innovation, technology, and culture.
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Learn How You Can Build Trust With Potential Customers, Increase Your Conversion Rate and Build Seo Value for Your Website – All by Using Reviews!

Business As "Un"usual • September 7, 2023

Kathy Steele, Chris Campbell

Chris shows us how you can build trust with potential customers, increase your conversion rate AND build SEO value for your website - all by using reviews!
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Learn Why Carr Machine & Tool is Preparing for the Reshoring Revolution With the 3 C’s of Business: Culture, Capacity, and Capabilities

Business As "Un"usual • September 7, 2023

Kathy Steele, Jim Carr

Jim speaks to why CARR Machine & Tool is preparing for the reshoring revolution with the 3 C's of business: Culture, Capacity, and Capabilities
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Learn How Crafts Technology is Surviving Murphy’s Law… And a Pandemic.

Business As "Un"usual • September 7, 2023

Kathy Steele, Jeff Taylor

Crafts joins COVID-19 outbreak fight by rapid-production of the tooling needed to accelerate test kit production
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Learn How Get Maine Lobster Has Successfully Navigated the Highs and Lows of 10X More Orders

Business As "Un"usual • September 7, 2023

Kathy Steele, Mark Murrell

Mark talks about how Get Maine Lobster has successfully navigated the highs and lows of 10x more orders
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