About the episode: In this special edition of the Strategic Thinking Podcast, host Bryan Pearce, Director of Strategic Business Planning, leads a conversation with Jeremy Jones, Managing Partner & CEO of Frazier & Deeter, and Jim DeLeo, Boston Office Managing Partner of Gray, Gray & Gray – A Frazier & Deeter Company, about the recently announced combination of the two firms and what it means for clients, team members, and the marketplace.

The conversation explores the shared values, long-standing relationship, and strategic vision behind the decision to join forces. Listeners will hear how the combined firm is positioned to preserve the trusted relationships and client-first service experience Gray, Gray & Gray is known for, while expanding access to deeper resources, broader capabilities, and new opportunities for growth.

Listen to the full conversation to learn more about the future of the combined firm and the continued commitment to serving clients with the same care, responsiveness, and forward-looking perspective.

About the Episode: Host Bryan Pearce, Director of Strategic Business Planning at Gray, Gray & Gray, interviews Stephen Rusch, Managing Director of Gray Strategic Partners. During this episode, Bryan and Stephen discuss a variety of important topics related to navigating the sale of a business, from when to consider a sale or “recapitalization,” to preparing for a sale and maximizing value of the business, to personal business owner considerations of time and finances beyond the sale.

About the Guest: Stephen Rusch has nearly 30 years of investment banking experience and leads the charge for Gray Strategic Partners, LLC. As a boutique investment banking firm and part of the Gray, Gray & Gray family of companies, Gray Strategic Partners is focused on providing holistic financial advice on mergers & acquisitions and raising institutional capital to help clients achieve their liquidity and growth objectives. Learn more about our Stephen Rusch and Gray Strategic Partners here.

Stephen Rusch is a Registered Representative of BA Securities, LLC. Member FINRA SIPC.

Securities Products and Investment Banking Services are offered through BA Securities, LLC. Member FINRA SIPC. Gray Strategic Partners, LLC and BA Securities, LLC are separate, unaffiliated entities.

Host Bryan Pearce, Director of Strategic Business Planning at Gray, Gray & Gray, interviews Nate Gravel, Vice President of Information Security and IT for GraVoc Associates in Peabody, MA. Gray, Gray & Gray recently announced a collaborative venture with GraVoc Associates to provide comprehensive cybersecurity services to organizations across all industry segments. During this episode, Bryan and Nate discuss a variety of important topics relating to cybersecurity, including common risks, threats and misconceptions that middle market business owners should be aware of, how to test and assess a company's vulnerabilities, how to approach cybersecurity initiatives, and more.