Pathfinder Podcast from Lancer Capital

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We interview subject matter experts on a wide variety of business topics to help us navigate some of the most difficult business challenges we and many other small business owners face.

Lancer Capital


    • Jul 19, 2021 LATEST EPISODE
    • infrequent NEW EPISODES
    • 40m AVG DURATION
    • 6 EPISODES


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    Latest episodes from Pathfinder Podcast from Lancer Capital

    ERP Conversions - How to Prepare and Set Up for a Successful Conversion

    Play Episode Listen Later Jul 19, 2021 44:19


    We talk with a lot of business owners and executives that have created a lot of manual processes, excel spreadsheets, and process workarounds all because they want to avoid a software system conversion. We have seen firsthand the damage that can be done from a failed system conversion that can leave a business floundering. However, ERP systems can greatly enhance your ability to track and manage your business, drive process improvement and efficiency, and help you scale. We discuss when to know it is the right time to pursue a conversion, how to prepare for success, and what to look out for in the process!

    Great Challenges Create Great Opportunities: A Conversation With Riveter Capital About 2020

    Play Episode Listen Later May 14, 2021 37:24


    Welcome to Episode 4 of the Pathfinder Podcast. 2020 was a year of great challenges, unforeseen obstacles, and many opportunities. Lancer Capital and Riveter Capital both launched our firms in 2020 amidst a global pandemic and witnessed the many changes that took place in the M&A world. We discuss launching in 2020, what makes us unique, how COVID impacted us, and how we see our business changing going forward. Enjoy!

    The Exit Process - How To Prep Your Business For Sale

    Play Episode Listen Later Mar 23, 2021 57:49


    Welcome to Episode 3 of the Pathfinder Podcast.  Thinking about selling your business is often the biggest and most consequential decision of an entrepreneur and business owner's career.  It comes with a significant amount of anxiety, hesitation and emotion and having sound advice and the right support in going through the process is critical.  Being prepared ahead of time is also important to allow for a smooth process and finding the right partner for your business.  We interview Matt Bradbury of Business Acquisition & Merger Associates and Mark Borda of Citrin Cooperman's Transaction Advisory Services Group to gain insight on how to best prepare for the process and ensure success.  Enjoy!

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    Mezzanine Debt: What Is It And Why It Could Be The Right Financing Solution For Your Business

    Play Episode Listen Later Feb 23, 2021 50:52


    Welcome to Episode 2 of the Pathfinder Podcast.  We often meet business owners that aren't ready to sell or buyers that require financing to complete an investment.  Most often, people focus on bank financing and equity investment but mezzanine debt financing can be an attractive capital source, especially for owners that aren't ready to give up control but need growth capital support.  We interview Colin Raws of Boathouse Capital and Marty McCormick of FNB Mezzanine to gain insight on mezzanine debt and how it can be a valuable financing solution for your business.  Enjoy!

    The Challenges and Importance of Hiring Right

    Play Episode Listen Later Feb 1, 2021 53:45


    Welcome to Episode 1 of the Pathfinder Podcast. Hiring is typically the number 1 item we hear when we ask small business owners what their biggest challenges are. We interview Burt Francis of ECA Partners and Rahul Deshmukh, a successful CEO that has built out management teams, to gain insight on how they manage the recruiting and hiring process. Enjoy!

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    Pathfinder Podcast from Lancer Capital (Trailer)

    Play Episode Listen Later Jan 27, 2021 0:17


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