Podcasts about acquisitions

Follow Proof of Coverage Media: https://x.com/Proof_CoverageIn this episode Connor sits down with Parker White, COO & CIO at DeFi Development Corp to discuss the strategies and future plans of DFDV, a pioneer in Solana-based Digital Asset Trusts (DATs). The founders, primarily former Kraken employees, discuss the initial inspiration and rapid development of their company. They delve into the significant advantages of Solana over other asset classes, such as Ethereum and Bitcoin, and emphasize the importance of being a first mover in the market. Key strategies include leveraging capital markets for growth, deploying assets on-chain to generate yield, and potential international expansions. The conversation also explores the market dynamics of DATs, comparing them to ETFs, and underlines a commitment to long-term ecosystem support and growth. The founders assert that the four-year cycle is dead, positing that cryptocurrencies now move in alignment with mega high beta tech stocks, driven by liquidity conditions.Timestamps: 00:00 - Introduction00:48 - The Rise of DFDV: From Idea to Public Company04:02 - The Founding Team: Ex-Kraken Knights05:28 - Why Solana?09:03 - The Proliferation of DATs13:42 - Active Management Strategies for Solana20:13 - Reflecting on the Galaxy FTX Estate Deal20:54 - International Treasury Accelerator Program23:20 - Challenges of Mergers and Acquisitions in DATs26:31 - Maintaining MAV Multiples Amid Market Compression29:48 - The Death of the Four-Year Cycle34:34 - Adapting Strategies for Bull and Bear Markets37:41 - Future Plans and Integration in DeFi Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

In this episode, host Mike Shanley sits down with Major General Thad Bibb (Ret.), former Commander of the 18th Air Force and now VP of Defense Business Development at Radia. They discuss Radia's WindRunner™, the world's largest aircraft by volume, how it emerged from commercial wind-energy needs, and why its logistics capacity could redefine modern warfare, allied readiness, and dual-use innovation. General Bibb shares insights from 33 years in the Air Force, lessons in defense acquisition, and practical advice for defense tech companies entering the market. RESOURCES: Radia (WindRunner Aircraft) - https://radia.com BIOGRAPHY: Thad is an innovative leader, passionate about bringing unique solutions to complex problems. In 2024, he retired from the Air Force as a Major General with over 33 years of service. As a command pilot with over 5,000 flight hours, Thad led operations around the world, from gravel strips in Alaska to combat zones in Afghanistan and Iraq. As Commander of 18th Air Force, he led 36,000 Airmen, conducting all Air Force active duty airlift, air refueling and aeromedical evacuation missions. As Commander, 618th Air Operations Center, his team planned, tasked, executed and assessed operations for a global fleet of 1,100 aircraft. Managing budgets of over $320B dollars, Thad also served as a leader in Air Force Materiel Command, where his teams led strategy, budget and operations efforts for all Air Force Research, Test, Acquisitions and Sustainment programs. In 2025, Thad joined Radia, bringing his skills to bear on energy security and logistics for the defense of the United States and its allies. Radia is building a unique aerial transportation solution, WindRunner™, to enable the movement of the largest cargo to the hardest to reach places. Addressing a global deficit of outsized airlift, WindRunner will provide new solutions for Defense, onshore wind energy and outsized commercial cargo. When delivered in 2030, WindRunner will be the largest aircraft in the world. Thad earned a Bachelor's Degree in Engineering Mechanics from the USAF Academy and a Master's Degree in Aeronautical Engineering from the Air Force Institute of Technology. He is also an Ancien of the NATO Defense College in Rome, Italy. Thad enjoys spending free time with his family traveling, skiing at the lake or in the mountains, and flying his grandfather's 1967 Mooney. LEARN MORE: GovDiscovery AI provides defense market intelligence, early demand signal tracking, and business development support for companies entering or expanding in the defense sector. Subscribe for: - Weekly interviews with industry leaders - Defense market analysis - GovTech + defense innovation insights Thank you for tuning into this episode of the GovDiscovery AI Podcast with Mike Shanley. You can learn more about working with the U.S. Government by visiting our homepage: Konektid International and GovDiscovery AI. To connect with our team directly, message the host Mike Shanley on LinkedIn. https://www.govdiscoveryai.com/  

Key Highlights from the Episode:0:00 – Introduction0:44 – Future-proofing your CRM and architecting for scalability2:23 – Why most CRMs fail when firms grow5:08 – AI in CRMs: more than just dashboards10:34 – Inside “Elite Genie” and how it supports advisors11:48 – Why your CRM is really a data warehouse14:05 – Integration-first architecture for efficiency and scale25:19 – Data hygiene: the foundation of advisor valuations33:15 – Overcoming skepticism around AI adoption38:08 – A roadmap to future-proofing your tech stackResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

If you've ever wondered what it really looks like to build a thriving, multi-location aesthetic business while staying grounded, humble, and values-driven… this episode is your permission slip. Melissa Hubiak, MD is a quiet powerhouse, a contrarian thinker who has scaled her practice not by following the industry "rules," but by rewriting them. From growing up with no electricity as the oldest of six, to navigating a pandemic right after a massive expansion, to purchasing multiple buildings and stepping into the role of CEO, Melissa has built her empire with resilience, creativity, and a whole lot of grit. In our conversation, she opens up about: Transitioning out of the treatment room to lead a growing team Why she chose to buy businesses instead of selling Her real estate strategy (including how she purchased six buildings) Navigating trademark challenges, expansion fears, and identity shifts How confidence is created through action — not handed to you What it really takes to scale with integrity, clarity, and courage This is an episode for the founder who's craving expansion, but wants to do it the right way. The woman who senses a bigger vision calling her forward — and needs the reminder that she is capable of so much more than she realizes. I can't wait for you to hear Melissa's story. It will change the way you think about leadership, growth, and what's truly possible for your business. Resources → Download the The Ultimate Practice Growth Audit & Save Your Spot for our 2026 Strategic Planning Masterclass → Learn more & secure your spot for Confidence to Scale Live → Join the Fierce Factor Society → Follow Kaeli on Instagram: @kaeli.lindholm Additional Ways to Connect: Book a Discovery Call: Ready to scale with intention? Let's map out your next strategic move.   Press play, and let's dive in. KLC Consulting Website Kaeli on LinkedIn

Today I’m talking to a guy who believes every company needs to be built to last—not just to flip. Neil Lansing is a turnaround specialist who left private equity to bet his own money on small, underperforming businesses. He’s taken companies from 18 employees to over 400. From $2 million to $40-50 million in revenue. And when everyone else was laying people off in 2008, he told his refrigeration company’s team: “We need more clients.” After transforming mom-and-pop service companies one after another, he found his final stop, Piedmont Machine & Manufacturing. At 67, he’s not looking for the next flip. He’s building something that will outlast him. ************* Listen on your favorite podcast app using pod.link.     . View the podcast at the bottom of this post or on our YouTube Channel. Follow us on Social and never miss an update! Facebook: https://www.facebook.com/swarfcast Instagram: https://www.instagram.com/swarfcast/ LinkedIn: https://www.linkedin.com/company/todays-machining-world Twitter: https://twitter.com/tmwswarfblog ************* Link to Graff-Pinkert's Acquisitions and Sales promotion! ************* Interview Highlights The Journey from Satellites to Shop Floors Neil started as a satellite engineer at Hughes Aircraft, became a CFO of a publicly traded pharmaceutical company, then worked in private equity doing turnarounds and startups. But eventually he walked away from working with other people’s money to bet his own cash on small businesses. It wasn’t an easy mental shift. As he told me: “I remember the first time I did something. I was sitting there and I remember, now I’m not in corporate America, I’m not in these nice New York digs… I’m in some place where it’s like, my God, what did I get myself into?” But then he told himself: “Quit crying, figure it out, make it work.” The Five-Person Rule One of Neil’s key insights is his management structure. Nobody has more than five direct reports. Not supervisors, not managers, not even Neil as owner. This tight span of control is how he grew his refrigeration company from 10-18 people to over 400 in six years while maintaining quality and accountability. “Everyone has to do what we’re supposed to do,” he explains. “If we all do what we’re supposed to do and take the accountability of what we’re supposed to do, then it can work.” Growing When Others Retreat The 2008 financial crisis tested every business owner, but Neil’s response was counterintuitive. While the country was laying off 700,000 people a month, he gathered his top 10 guys and said: “We’ve just got to get more clients.” By Christmas, they were bringing in all new work. Then their existing clients–Target, Publix, Costco – suddenly needed massive expansions. Neil went from laying off 40-50 people to desperately hiring them back plus another 40-50 more. Why Manufacturing, Why Now After several successful turnarounds, Neil decided manufacturing would be his next chapter. He bought Piedmont Machine in Concord, North Carolina, seeing opportunity where others saw decline. The company does Swiss machining for smaller diameter work and can handle parts up to 30 inches in diameter—from roller bearing components for landing gear to automated door systems. He envisions growing his company to 80-100 employees, consolidating into a new 60-75,000 square foot facility, and implementing comprehensive training programs. The Grinder’s Legacy Neil calls himself a “grinder” – someone focused on day-to-day execution rather than just deal-making. His philosophy centers on personal responsibility: “If I don’t do what I’m supposed to do, then I can’t pay these people. And if I can’t pay these people, that means that we did it wrong.” What drives someone to keep grinding at 67? Neil says it's about legacy, not money. “Everything I’ve done, it still works. It still runs. If I do something and it goes under or it stops being in existence, then I feel like that’s not a good legacy. That means I didn’t do it right.” Neil doesn’t know how to run a machine and doesn’t want to. He knows how to run a business with clear strategy, deep understanding of people, and balls, and he's still betting big because that’s what real builders do.

From there, the conversation turns to what advisors actually experience on the ground: Cetera's unique ownership with Genstar and the benefits of a “fresh clock”• The breadth of affiliation models and why Cetera calls itself a “forever home”.• How multi-custody (Pershing, Fidelity/NFS, Schwab, self-clearing) helps recruiting and M&A.• Insights on Avantax, Concourse, and ongoing industry consolidation.• Why advisor equity ownership strengthens alignment.• Cetera's focus on organic growth through regional teams and the Growth Line program.• How the firm thinks about transition deals, scale, and long-term profitability.• What advisors may not realize about Cetera's structure, communities, and support model.Frank and Mike also contrast Cetera's approach to scale with other major players, discuss the realities of transition deals in a changing rate environment, and talk about why insurance, tax, and planning-based advice remain central to a “super hybrid” advisor value proposition.If you're an advisor considering independence - or re-evaluating your current platform - this conversation offers a detailed, unscripted look at how Cetera operates, what makes it different, and how it's preparing for what Mike calls a very “dynamic” next ten years in wealth management.Resources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Send us a textPeter Lang, accomplished entrepreneur, investor, and philanthropist, has cracked the code on agency growth through strategic acquisitions, a skill he believes most agency owners are uniquely positioned to master but rarely tap into. As a former agency CEO who executed eight acquisitions before his successful exit in 2022, he offers listeners a refreshingly practical perspective on breaking through growth ceilings with M&A strategies.In this episode, Peter shares how mentorship has shaped his path, what it takes to prepare for a business exit or transition, and the strategies he's used to scale companies through mergers and acquisitions. From building high-performance teams to navigating complex deals, Peter delivers insight for entrepreneurs looking to grow intentionally and sustainably.Episode Highlights: Peter Lang's global education and a semester abroad in Paris shaped his entrepreneurial mindset and opened doors to international business opportunities.This episode highlights the role mentorship has played throughout Peter's career, from tactical advice to aspirational guidance from legendary thinkers.Peter gives insights to why agency owners are uniquely suited for mergers and acquisitions, and how M&A can unlock growth far beyond organic scaling.Peter's three keys to mentoring success: Radical Clarity, Accountability With Cadence, and Real-World Playbooks; and how they directly drive results.Real-world success stories from Peter's clients, including multi-million-dollar exits and transformative acquisitions in the digital agency space, gives inspiration to entrepreneurs looking to grow intentionally and sustainably.Episode Links: Lang Acquisitions WebsitePeter's LinkedIn Peter's Instagram21-Day M&A Email Course for Agency OwnersFollow The Digital Marketing Mentor: Website and Blog: thedmmentor.com Instagram: @thedmmentor Linkedin: @thedmmentor YouTube: @thedmmentor Interested in Digital Marketing Services, Careers, or Courses? Check out more from the TDMM Family: Optidge.com - Full Service Digital Marketing Agency specializing in SEO, PPC, Paid Social, and Lead Generation efforts for established B2C and B2B businesses and organizations. ODEOacademy.com - Digital Marketing online education and course platform. ODEO gives you solid digital marketing knowledge to launch/boost your career or understand your business's digital marketing strategy.

We continue our SEC-focused series with an episode on non-GAAP financial measures, commonly used by companies to supplement their financial statements and provide investors with a deeper understanding of their performance or financial condition. Given their importance, it's been a top focus area for the SEC staff over the last several years, and we expect that trend to continue. We highlight common comment letter themes and share practical guidance for year-end reporting and comment letter responses.In this episode, we discuss:2:17 – Overview of non-GAAP measures 6:20 – SEC comment letter trends and recurring issues23:15– Possible shifts in focus under the new SEC administration27:35 – Year-end reminders and best practices for responding to SEC commentsIn case you missed it, check out our first episode in this SEC-focused series: SEC now: Today's landscape and recent developments.For more on the SEC, listen to our recent episode on frequency of reporting, SEC to revisit quarterly reporting: Pros, cons, and what's ahead. Also, check out our SEC reporting series from earlier this year where we take a “back to basics” look at key reporting areas:Inside SEC reporting: Capital formationInside SEC reporting: Acquisitions and divestituresInside SEC reporting: Pro forma financial informationInside SEC reporting: Form 8-K (current report)Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.Our guests are Kevin Vaughn, a PwC National Office partner specializing in SEC reporting matters, and John Ly, a PwC National Office managing director within the SEC & Capital Markets group.Our host is Kyle Moffatt, PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.comDid you enjoy this episode? Text us your thoughts and be sure to include the episode name.

If you're a roofing or home service owner thinking about selling in the next 1–5 years, this is required viewing. Tim and Gregg Schonhorn (Business Development Advisor, SF&P Advisors) unpack the real story behind platform roll-ups, the Minnesota Rusco / Nucco situation, AirPros, and why roofing is still 5+ years behind HVAC, plumbing, and electrical on the private equity curve.You'll hear why some buyers are rock-solid long-term partners… and others are ticking time bombs built on ugly debt structures and bad covenants.In this conversation, you'll learn:How roofing PE platforms are actually structured (and where they make their money)Why deals like Minnesota Rusco and AirPros went sideways – and what warning signs you can spot earlyHow storms, demand cycles, and “one huge year” really factor into your valuationThe difference between real platforms and “let's bundle 10 shops and flip” con jobsHow to vet a buyer's debt, covenants, and capital stack so you don't get wiped out by their financingWhy integration (systems, CRMs, chart of accounts, handbooks, compensation) is what creates real enterprise valueHow culture, community reputation, and referrals quietly drive higher multiples for roofing businessesPractical steps to add 3–5% net and hundreds of thousands of EBITDA before you go to marketIf you want to protect your people, your brand, and your upside when you sell, this episode will give you the questions to ask and the traps to avoid.

Stewart Faught has built and sold 18 software companies without venture funding or hype.His path demonstrates how simple tools, focused verticals, and repeatable systems can create tangible outcomes.By focusing on local niches and practical problems, he built products small businesses actually needed, then sold them through ⁠Acquire.com⁠ in fast, clean, and buyer-aligned deals.His founder story shows how clarity, documentation, and vertical focus compound into exits you can repeat.You'll hear:How he built niche SaaS products that grow fastWhy partnerships outperform cold outreachHow to pick verticals that convertWhy first-time founders make great buyersHow preparation speeds up every acquisition3 lessons from Stewart's playbook:Clear processes win because buyers trust what they can see.Vertical focus works because simplicity outperforms generalization.Flexibility closes deals because structure beats stubbornness.For founders building without VC money, this episode shows why small, narrow, and repeatable beats big, broad, and unfocused, and how simple playbooks turn into real exits.Follow Stewart's journey:LinkedInConvington.ai

Coca-Cola is… sugar water. And somehow it's also America, Christmas, summertime, friendship and happiness. Today we tell the story of how The Coca-Cola Company amazingly transmogrified a beverage into emotion in all of our collective psyches, and ALSO built one of the most incredible scale economy businesses of all-time. And oh yeah, there's also cocaine, WW2, Mad Men, Warren Buffett, James Dean, Bill Cosby, Michael Jackson, Michael Ovitz, Steve Jobs, Bill Gates, McDonald's and Monsanto. So cozy up to the fire with your favorite images of Santa Claus and Polar Bears and enjoy an ice-cold episode of Acquired — always delicious, always refreshing.Sponsors:Many thanks to our fantastic Fall ‘25 Season partners:J.P. Morgan PaymentsWorkOSShopifySentry — Link to ACQ Cassette Players, use code “audiophile”Links:Sign up for email updates and vote on future episodes!The Hilltop ad / Mad Men finalePepsi Challenge commercialsPepsi's Michael Jackson commercialsCoke's Bill Cosby commercialsTwo liter bottles inflatingWorldly Partners' Multi-Decade Coca-Cola StudyFor God, Country, and Coca-ColaSecret FormulaAll episode sourcesCarve Outs:SkiErgSuper Smash Bros. UltimateClaudeNike Vomero PlusHermanos GutiérrezMore Acquired:Get email updates and vote on future episodes!Join the SlackSubscribe to ACQ2Check out the latest swag in the ACQ Merch Store!‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

This conversation covers:-Why M&A activity has accelerated in 2025 - and why 2026 may be even bigger.-The growing appeal of dual monetization for advisors who want flexibility.-Why partial sales can limit control and create long-term complications.-How technology, data quality, and operational readiness drive your valuation.-The emotional side of selling - and why so many deals stall late in the process.-Why larger platforms often offer deeper buyer pools and stronger financing options.-What advisors should start updating now to strengthen a future exit.Whether you're planning to sell soon, exploring a transition, or simply trying to position your practice for the next phase, this episode delivers clear guidance, real-world examples, and forward-looking insights to help you make informed decisions.Tune in and prepare your practice for what's ahead in 2026 and beyond.Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorssuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Matt Faircloth interviews Christian Macellari, Head of Acquisitions and CIO at RSN Property Group, about how their team has grown more than 20% in the past 15–16 months by staying disciplined, data-driven, and relentless in sourcing opportunities. Christian explains how RSN underwrites roughly 400 deals a year to close just a few, why top-down market conviction matters before drilling into individual assets, and how their team blends off-market outreach, broker relationships, and distressed-debt conversations to secure deals. He also breaks down RSN's buy box, when they'll consider heavy-lift opportunities, and why Chicago is the market he “loves to hate.” Christian and Matt wrap by discussing JV/co-GP equity structures and how operators can realistically partner with larger institutional groups. Christian MacellariCurrent role: Chief Investment Officer & Head of Acquisitions, RSN Property GroupBased in: (Not explicitly stated in transcript)Say hi to them at: https://rsnpropertygroup.com | LinkedIn Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Zoom just bought AI interview intelligence darling BrightHire. Chad and Joel discuss why this is a savvy chess move to stop Microsoft Teams, and if the brand will really survive the deal. Moving on, Meta says your 2026 performance review is an AI report card. We explain why every job is now a tech job and why Big Brother AI is watching. Verizon is yeeting 15,000 people. We go deep on the real, uncomfortable reasons behind their biggest layoff ever. Workday is playing Hungry Hungry Hippos on a massive M&A spree. And finally, 22% of candidates are finding work by sliding into DMs on Tinder and Bumble! Acquisitions, AI overlords, mass layoffs, and dating apps posing as job boards. Zero apologies, maximum truth bombs. Hit play!

What happens when you build a company around one niche, listen obsessively to customers, and never stop improving? In this episode, host Trace Blackmore finally sits down for a full-length conversation with Frank Lecrone, Founder, President, and CEO of AquaPhoenix Scientific. What started in a small 60' x 60' space in Hanover, Pennsylvania, with three employees, maxed-out credit cards, and endless Staples runs has grown into a 300+-person organization serving industrial water professionals around the world.   Frank shares how AquaPhoenix became "the booth everyone wants to be next to" at AWT, why they built their entire business around industrial water treatment instead of trying to be everything to everyone, and how a simple continuous improvement system now generates hundreds of ideas a year from frontline team members. He also pulls back the curtain on acquisitions and private equity, explaining EBITDA in plain language, how to think about "add-backs," and what owners should understand long before they think about selling. Whether you're leading a growing company, running a route, or thinking about your own "second chapter," this conversation is a masterclass in culture, courage, and caring deeply about the people you serve. Stay engaged, keep learning, and continue scaling up your knowledge!    Timestamps   02:20 - Trace Blackmore shares a recap from the recent 2025 AWT Conference, The Hang, and a Blood Donation Story   14:02 - Water You Know with James McDonald  15:20 - Upcoming Conference for Water Professionals  18:16 – Introduction of Frank Lecrone, CEO of AquaPhoenix Scientific (eight years in the making)  24:52 – Why Hanover?   26:59 – Supporting AWT  37:38 – Color-coded caps & QR Codes  42:30 – Learning from mistakes  45:31 – Core Values   48:26 – Acquisitions and Culture   1:03:32 – Valuations and EBITDA    Quotes  "We didn't grow by doing everything for everyone. We grew by doing exactly what one market needed and wanted—and then doing it better every year."  "The lack of information is almost always interpreted negatively. That's why you have to over-communicate, especially during acquisitions."  "EBITDA equals freedom. The more EBITDA you have, the less anybody can tell you what to do with your own company."  "We're not perfect. We screw things up like everyone else—but we fix it, and we fix it quickly, and we make doing business with us as easy as possible."  "I don't want to be the smartest person in the room. I want great people around me, giving ideas and pushing things forward, so I'm not the bottleneck."  "Business is like standing in a bathtub while the water rises. It feels fine until it reaches your mouth. The trick is noticing when it's at your knees and fixing the bottleneck then."  "We give a darn. We have 'GAS'—Give a #$%@—and if we can make it right and do it better, we absolutely will."    Connect with Frank Lecrone Email: frank@aquaphoenixsci.com   Website: Water Quality Testing Products | AquaPhoenix Scientific  LinkedIn:  Frank Lecrone | LinkedIn       Guest Resources Mentioned   AquaPhoenix Scientific   Aliquot – AquaPhoenix's Water Management Software  QR-coded Custom Test Kits (AquaPhoenix EndPoint® ID)    Scaling UP! H2O Resources Mentioned  AWT (Association of Water Technologies)  Scaling UP! H2O Academy video courses  Submit a Show Idea  The Rising Tide Mastermind  American Red Cross    Water You Know with James McDonald  Question: What industrial water treatment word is derived from the Greek word meaning "claw?"    2025 Events for Water Professionals  Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE.   

Paul Jones, VP of Corporate Development at Versamet Royalties (TSX.V: VMET), joins us to review the key metrics from the record Q3 financials, the recent news where Tether and the Lundin family have become strategic shareholders, and a look ahead to future mid-sized royalty and streaming transactions to grow. Additionally, we discuss the benefits of the coming big board US exchange listing.   Third Quarter 2025 Highlights    Record revenue of $8.1 million, an increase of 155% over Q3 2024.  Record attributable gold equivalent ounces (“GEOs”) of 2,699, an increase of 110% over Q3 2024.  Record operating cash flow before working capital changes of $6.1 million, an increase of 206% over Q3 2024.  Acquisition of a significant silver stream on the operating Rosh Pinah Zinc mine in Namibia and a polymetallic royalty on the operating Santa Rita mine in Brazil, both operated by Appian Capital Advisory Limited (“Appian”).  Inaugural royalty revenues from the Kiaka and Santa Rita mines.     Paul reviews the record Q3 revenues, GEOs and cash flow, and highlighted the immediate benefits of company's recent largest transaction to date with the acquisition of a significant silver stream on Rosh Pinah Zinc, a high-quality mine in Namibia that is currently undergoing an expansion, and a royalty on Santa Rita in Brazil, a top tier nickel-sulphide mine. The addition of these expanding cash-flowing assets have had a significant impact to Versamet's combined gold equivalent ounces, with ~10,000 GEOs projected in 2025, and up to ~20,000 GEOs by 2026.  This translates over to ~$70M in annual revenue targeted for next year, using consensus gold prices, and even higher than that at current spot prices.   We go on to discuss with Paul the Company's current valuation, their plans for growth through accretive acquisitions, and the advantage of the mid-size deal flow they can pursue as one of only a few mid-tier precious metals royalty and streaming companies.   Wrapping up Paul highlights the strong endorsement of the quality of their assets from the recent news of Tether Investments S.A. de C.V. and the Lundin Family Trusts both coming in as new 12.7% cornerstone shareholders of the Company respectively.  We also review the liquidity benefits, broader investor base, and potential for more ETF inclusion through the coming U.S. big board exchange listing.     If you have any questions for Paul regarding Versamet Royalties, then please email those in to us at Fleck@kereport.com or Shad@kereport.com.   Click here to follow the latest news from Versamet Royalties   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/   Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

This conversation covers:-What branding really means for financial advisors-How marketing supports your brand—and why they're not interchangeable-Where advisors should focus their time to create stronger visibility-Practical ways to communicate your value more effectively-How to think about audience, channels, and message delivery-The philosophy behind the Bill Good Marketing systemWhether you're refining your personal brand or looking for better ways to reach the right audience, this episode delivers clear, practical insights to help you communicate with more clarity and purpose.Tune in and start thinking differently about how you show up in the marketplace.Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Matt Hicken on LinkedIn: https://www.linkedin.com/in/matt-hicken/Check out Bill Good Marketing here: https://www.billgoodmarketing.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Carl and Mike get into the latest sports headlines including the Braves resigning Raisel Iglesias and trading for Mauricio Dubon and sending Nick Allen to the Astros, Kirby Smart telling the Steakhouse he is an SEC enthusiast and wants the Dawgs to play in the SEC Championship every opportunity they can, and Kirk Cousins addressing Falcons taking over as QB1 and whether or not he can "reignite the fire".

In this episode of HALO Talks, industry veteran CJ Bouchard opens up to host Pete Moore about the realities of entrepreneurship in the fitness industry, sharing candid stories of risk, resilience, and what it really means to build from the ground up. From betting his savings on a fledgling franchise in North Carolina and initially making daily two-hour commutes, to pivoting and learning tough lessons about club size, site selection, and market expansion, CJ reveals how grit, adaptability, and a clear mission have fueled Excel Fitness's phenomenal growth. Planet Fitness (NYSE:PLNT) is one of the largest and fastest-growing operators of fitness centers in the U.S, and Excel Fitness Holdings is one of their largest franchisees currently operating 150+ clubs in Austin, Dallas/Ft Worth, Tulsa, Northwest Arkansas, North Carolina, Tennessee, Utah, Georgia, and Virginia. Their mission is to build a team culture and atmosphere constructed on trust, humility, and strong relationships, always leading by example and putting others first with the utmost integrity, dedication, and accountability. Pete and CJ also dive into how partnering with private equity has transformed the business, what it takes to be a successful operator in today's market, what to expect when working with a PE firm, and the importance of building a strong team and community-driven approach. CJ also shares the meaning behind his "Hope is not a strategy" tattoo, and why execution—not wishful thinking—remains his guiding principle. Whether you're a club owner, aspiring HALO sector entrepreneur, or curious about how major fitness brands expand, this episode is packed with actionable insights, real-world advice, and plenty of inspiration from one of the industry's top leaders. Key themes discussed Entrepreneurial journey and early struggles in fitness industry. Evolution and disruption of the Planet Fitness business model. Challenges involved in club building and expansion. The critical importance of location for a gym's success. Strategic growth: Acquisitions, private equity, and territory development. Leadership style: Clarity, vision, and execution over hope. A Few Takeaways: 1.Entrepreneurial Grit & Humble Beginnings: Bouchard started in the fitness industry as a personal trainer without a college degree, working in Connecticut's gym scene and grinding through tough times. He didn't take a paycheck for two years and put payroll on credit cards when launching his first Planet Fitness in North Carolina. Real entrepreneurship often means sacrifice, resilience, and relentless commitment. 2. Evolution from "Hardcore" Gyms to Disrupting the Market: CJ's transition from traditional gyms (Gold's, World Gym, etc.) to Planet Fitness highlights a change in business philosophy. It went from focusing on "results" to focusing on "access." He recognized Planet's disruptive model early on, betting on a concept that many were skeptical about and ultimately building one of the largest Planet Fitness area development companies in the country. 3. Importance of Site Selection and Operational Knowledge: Both Bouchard and Moore emphasized how crucial it is to understand the nuances of real estate, site selection, and the operational details of running clubs. The value of personally touring sites and knowing the history and layout of each location is essential. Software and reports can't replace firsthand experience. 4. Strategic Growth: Mergers, Acquisitions & Private Equity: Under CJ, Excel Fitness strategically expanded through acquiring clubs, merging with other operators, and partnering with private equity (Olympus Partners.) CJ shared how growth now includes both new club development and acquisitions of existing gyms (like Texas Family Fitness), always with an eye on preserving legacy and community as much as possible. 5. Culture, Team, and Values: CJ's leadership philosophy stresses execution, daily engagement in operations, and a moral compass focused on building communities through fitness. His tattoo "Hope Is Not a Strategy" clearly shows his belief in preparation and action, not relying on luck. He also spoke passionately about valuing long-term employees and creating opportunities for others in the organization. Resources:  CJ Bouchard: https://www.linkedin.com/in/cj-bouchard-9ba3aa7 Excel Fitness: https://www.excelfitness.com Planet Fitness: https://www.planetfitness.com Integrity Square: https://www.integritysq.com Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: https://www.promotionvault.com HigherDose: https://www.higherdose.com

In this conversation, Rick discusses a recent real estate deal where he successfully negotiated a property purchase. He outlines the process of acquiring land, the negotiation with the seller, and the subsequent sale to a buyer, highlighting the profit margin involved in the transaction.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Applied Systems' Doug McElhaney breaks down why the Cytora acquisition fits perfectly into their “digital round trip” strategy and how generative and agentic AI will streamline workflows, upgrade … Read More » The post AI, Acquisitions & What's Next for Applied Systems | ITC Vegas appeared first on Insurance Journal TV.

This is an episode we'd been trying to make happen for well over a year, but the timing ended up being perfect. Anyone paying attention to the global craft beer industry over the past few years will have noticed breweries either closing or merging/being bought up. Long-time friends of the show Sam Corbeil of Sawdust City and Aaron Spinney of MERIT joined Cee to talk about the recent merger of both of their breweries with Lake of Bays, how it all came about and how they felt about such a large change, the challenges they're both experiencing with regards to integrating all of the companies, how it works, what changes and what stays the same, how the beer will be treated, and their optimism for the future of their breweries. Their honesty and openness in this conversation were extremely appreciated, and shed a lot of light on the reality of being at the forefront of a brewery merger. They got into a bunch of killer Sawdust and MERIT beers: Sawdust City Fire Glow Czech-Style Dark Lager, MERIT Strange Animal Juicy IPA, Sawdust City Rudeneja Autumn IPA, MERIT 107 Dortmunder Export Lager, Sawdust City The Blood of Cthulhu Imperial Pastry Stout (2025), and MERIT Lost Time Märzen Lager. This was incredibly educational - cheers!    BAOS Podcast   Subscribe to the podcast on YouTube | Website | Theme tune: Cee - BrewHeads

Acquisitions have ticked up this month as all eyes were on Pfizer and Novo's fight over Metsera. The past week saw that deal finalized with Pfizer as the winner plus a handful of other M&A stories, including Merck's $9.2 billion buyout of Cidara Therapeutics and Johnson & Johnson's $3 billion bet on Halda Therapeutics. Additionally, a separate bidding war has broken out between Lundbeck and Alkermes for sleep biotech Avadel Pharmaceuticals. Outside of M&A, the FDA dominated headlines again this week. The agency effectively closed the loop on one of the messiest stories of the year—Sarepta's gene therapy Elevidys—when it formally added a black box warning for serious liver toxicities and risk of death and removed the nonambulatory indication from the label. The agency will also require that the company complete a postmarketing observational study of around 200 patients. This happened just as Richard Pazdur accepted the role of director of the Center for Drug Evaluation and Research (CDER) that was recently vacated by George Tidmarsh amidst conflict with Center for Biologics Evaluation and Research (CBER) Director Vinay Prasad. By all accounts, Pazdur, a 26-year FDA veteran, is a highly respected and thoughtful regulator, and sources told BioSpace that if Prasad tries to supersede Pazdur's authority, “there will be hell to pay and resignations to be handed in.” In other FDA drama, FDA Commissioner Marty Makary is apparently butting heads with Health Secretary Robert F. Kennedy Jr. Meanwhile, the agency revealed details of its plausible mechanisms pathway teased by Makary earlier in his tenure. Finally, in Biopharm Executive this week, check out our deep dives into GLP-1 pricing. Coming off Trump's deal with both Eli Lilly and Novo Nordisk to offer their GLP-1s at a lower cost through the president's new direct-to-consumer platform, Novo CEO Maziar Mike Doustdar announced a sale on its company's products. Bargain bin pricing like this so early in a drug's market life is unprecedented. It's changing the investment calculations for the next-generation of obesity treatments. 

In this episode, we kick off a new SEC-focused series with an overview of current developments shaping SEC reporting. Our guests unpack recent leadership changes, the evolving rulemaking agenda, reporting themes, and key trends in SEC comment letters.In this episode, we discuss:1:54 – SEC leadership updates8:31 – Rulemaking agenda and expected priorities15:29 – Rulemaking challenges: staff capacity and shutdown constraints18:27 – Government shutdown effects on IPOs and the SEC review process24:09 – SEC comment letter themes and focus areasFor more, listen to our recent episode on frequency of reporting, SEC to revisit quarterly reporting: Pros, cons, and what's ahead. Also, check out our SEC reporting series from earlier this year where we take a “back to basics” look at key reporting areas:Inside SEC reporting: Capital formationInside SEC reporting: Acquisitions and divestituresInside SEC reporting: Pro forma financial informationInside SEC reporting: Form 8-K (current report)Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.About our guestsScott Feely is a PwC National Office Deputy Chief Accountant. He has over 30 years of experience supporting clients as they address the SEC and financial reporting implications of their capital markets and merger and acquisition-related activities.Lindsay McCord is a PwC National Office partner specializing in matters related to the SEC and the capital markets. Prior to joining PwC, Lindsay spent over 15 years at the SEC, most recently as the Chief Accountant in the Division of Corporation Finance. In this role, Lindsay led an accounting team in providing technical accounting and reporting support to the Division, including SEC rulemaking, interpretation, and guidance.About our guest hostKyle Moffatt is PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. He also consults with engagement teams and audit clients on SEC reporting matters. Before PwC, Kyle spent almost 20 years with the SEC, most recently as Chief Accountant and Disclosure Program Director in the Division of Corporation Finance.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.comDid you enjoy this episode? Text us your thoughts and be sure to include the episode name.

On this episode of After Earnings, Ann sits down with Beth Gaspich, the Chief Financial Officer of NiCE - a decades-old enterprise software company looking to transform itself into an AI-driven customer experience platform.They discuss how NiCE aims to redefine contact centers through automation and conversational AI, NiCE's nearly $1 billion acquisition of Cognigy, and the company's approach to fraud detection and deepfake prevention. 00:00 — Beth Gaspich joins 02:00 — The history of NiCE 05:00 — AI and automation in contact centers 06:00 — Deepfake detection and data privacy 10:00 — Market perception vs. fundamentals 11:30 — Inside NiCE's nearly $1 B Cognigy acquisition 13:00 — Balancing profitability and growth 15:20 — Acquisition and capital allocation strategy 18:00 — How NiCE evaluates AI tuck-ins 19:00 — Beth's career and leadership path 22:00 — How a CFO keeps up with AI 23:40 — The next generation of finance talent$NICE Learn more about your ad choices. Visit megaphone.fm/adchoices

Meeting the right people can completely change the trajectory of one's career. In this episode of Medtech Talk, host Geoff Pardo speaks with Stacy Enxing Seng, independent director and venture partner, about her journey from Harvard Business School to SciMed to ev3 and beyond. She delves into the lessons learned, the challenges, and—most importantly—the people that have impacted her illustrious career. She also shares advice on why soft skills are key to acquisitions and integrations, the importance of transparency, and determining the difference between a CEO who isn't the right fit versus a CEO who has room to grow. Medtech Talk Links:  Cambridge Healthtech Institute   Medtech Talk  Gilde Healthcare  Corza Medical Lightstone Ventures   

Send us a textGood morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a host of transformative events reshaping the landscape, from strategic acquisitions and funding infusions to regulatory maneuvers and scientific breakthroughs.Johnson & Johnson has taken a decisive step in its oncology strategy with the $3 billion acquisition of Halda's cell death technology. This acquisition, focusing on the "hold and kill" bifunctional small molecule platform, is poised to enhance J&J's prostate cancer pipeline significantly. It underscores J&J's commitment to expanding its oncology portfolio through innovative platforms designed to improve therapeutic outcomes. The move highlights a broader industry trend toward personalized medicine and targeted cancer therapies, which are becoming pivotal in improving patient care.In another domain of cancer treatment, Nuvalent has unveiled promising Phase 1/2 data for its candidate neladalkib, which could position the company as a formidable competitor to Pfizer's established lung cancer drug, Lorbrena. The promising data might expedite regulatory discussions with the FDA, potentially leading to an accelerated approval process. This development illustrates the competitive landscape in oncology, where firms strive to introduce novel therapies with improved efficacy and safety profiles.The field of antibody-drug conjugates (ADCs) is also experiencing significant advancements. A San Diego-based biotech has secured $120 million in funding to develop a best-in-class ADC formula, with support from Merck & Co. This initiative aims to refine the precision and efficacy of ADCs by delivering cytotoxic agents directly to cancer cells while minimizing collateral damage to healthy tissues. Such innovations are crucial as they represent a new frontier in targeted cancer therapy.In terms of financial activities, Artios Pharma's successful $115 million Series D funding round is set to bolster its clinical efforts in exploring DNA damage response inhibitors for cancer treatment. These inhibitors target cancer cells' ability to repair DNA damage, holding potential for more effective therapies against resistant cancer types. Meanwhile, Sofinnova Partners' €650 million raise for biotech and medtech investments amid a volatile economic environment underscores continued investor confidence in life sciences despite market uncertainties.Bayer is making strategic moves in China by opening an incubator in Beijing. This facility will host local biopharma companies such as Suzhou Puhe Biopharma and Beijing Youngen Technology, fostering innovation and collaboration within China's burgeoning biotech landscape. Such initiatives reflect global efforts to leverage regional strengths and foster cross-border collaborations.On the operational side, Nxera Pharma is restructuring its workforce by laying off 15% of its staff as part of a strategic pivot towards profitability. This decision mirrors broader industry trends where companies refocus resources on core projects to streamline operations and enhance financial stability.A recent study has highlighted the impact of NIH grant cuts on clinical trials across the United States. Over 383 trials involving more than 74,000 patients have been disrupted due to funding terminations under the current administration. This situation raises concerns about the sustainability of clinical research funding and its implications for ongoing medical advancements.Jazz Pharmaceuticals has reported practice-changing Phase 3 results for its HER2-targeted drug Ziihera for gastroesophageal adenocarcinoma. These findings reaffirm Jazz's confidence in positioning Ziihera as a preferred first-line treatment option for HER2-positive cancers, poSupport the show

Show highlights include:  00:00 – Intro01:10 – Insights vs. Actionable Insights05:28 – Understanding Social CRM & Platform Integration09:31 – Building a Unified, Holistic Client View12:54 – Social Listening, Keyword Tracking & Prospecting15:08 – Hyper-Personalized Outreach That Converts18:31 – Automation, Intake Forms & Scaling Engagement20:37 – CRM as the Engine of Your BusinessBrian and Sue make one thing clear: the firms winning today are the ones treating CRM as the engine of the business - the place where data, insights, and action come together.Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Master Your Cashflow (Templates Included): https://startup-ideas-pod.link/money-map On this episode, I share my simple financial operating system that helps me run my business. I share actual workflows that have saved one of my portfolio company from an 11-week runway crisis (when they thought they had 8 months), and the templates behind his 13-week cash tracker, Bear/Base/Bull decision framework, and one-page board report. This is a rare look inside the tactics I use to think about cash flow, dilution strategy, and building companies that don't run out of runway by accident. Bank with Brex: https://startup-ideas-pod.link/brex-sip Timestamps 00:00 – Intro: The whiteboard that saved two companies 02:08 – The Financial Rhythm: Daily, weekly, monthly cadence 03:23 – Rule 1: The 13-Week Cash Flow System 06:10 – Rule 2: Cash vs. Accrual 08:14 – Rule 3: Extend Runway 12:13 – Rule 4: Be Exit Ready 15:06 – Rule 5: Cards and Credit 18:01 – Rule 6: Track 5 Weekly Metrics 20:00 – Rule 7: The Monthly One-Pager 21:12 – Rule 8: Tools and Automation 26:11 – Rule 9: Dilution Mindset 27:59 – How to implement: The weekly rhythm in practice 29:31 – Action plan and closing Key Points Your P&L lies about survival—one portfolio company thought they had 8 months of runway but actually had 11 weeks when mapped to real cash flow The Bear/Base/Bull decision framework prevents emotional spending: if two-plus scenarios say no, wait (a $60K conference booth was rejected in bear case, approved two months later in bull case) Acquisitions happen in 48 hours—keep a 10-file data room updated quarterly so you can respond to Tuesday emails with Wednesday meetings Trust doesn't scale, policy does: weekly corporate card reviews caught an $8K personal ad spend in 7 days instead of 30 The system runs itself once built: 15 minutes Monday + 30 minutes Friday + 4 hours/month replaces heroic monthly scrambles Every dollar raised costs ownership forever—cutting $40K/month burn has the same 12-month runway impact as fundraising but with 0% dilution The #1 tool to find startup ideas/trends - https://www.ideabrowser.com LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ Boringmarketing - Vibe Marketing for Companies: boringmarketing.com The Vibe Marketer - Join the Community and Learn: thevibemarketer.com Startup Empire - get your free builders toolkit to build cashflowing business - https://startup-ideas-pod.link/startup-empire-toolkit Become a member - https://startup-ideas-pod.link/startup-empire FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/

Expert Brien Lundin sees gold going to $8,000/ounce in this upcycle, he explains in this episode of Mining Stock Education. Brien Lundin is the editor of the Gold Newsletter and host of the New Orleans Investment Conference. Lundin provides insights into gold price movements, the impact of federal policies on gold prices, and the historical trends in gold bull markets. They discuss the recent New Orleans Investment Conference, where Lundin emphasized the need to understand the implications of gold's recent performance. The conversation also covers managing investments in a bullish gold market, the importance of jurisdictional factors in mining investments, and the strategic approach of major mining companies in terms of mergers and acquisitions. Lundin shares his top investment picks and stresses the significance of being well-positioned in gold and silver amid potential financial reset scenarios. 00:00 Introduction 00:59 Key Takeaways from the New Orleans Investment Conference 01:39 Current Gold Market Analysis 04:55 Gold Price Predictions and Market Dynamics 13:52 Managing Risk in the Gold Market 18:39 Mergers and Acquisitions in the Mining Sector 21:22 Jurisdictional Considerations for Mining Investments 23:46 Investment Strategies for Senior Mining Companies 27:31 Opportunities in Exploration and Development 31:15 Monetary Reset and Future Gold Prices 34:31 Top Picks and Recommendations 36:12 Conclusion and Final Thoughts 39:54 Disclaimer and Cautionary Notes New Orleans Investment Conference Link: https://neworleansconference.com/ Brien Lundin's newsletter: https://goldnewsletter.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Frank and Brian also dig into:• The pivotal 2005 spin-off from American Express - and what it unlocked for advisors.• Why it's “all about how much you make, not the payout.”• How Ameriprise's E-Meeting, Insights, and AI-driven Copilot tools are redefining advisor efficiency.• The power of home-office visits and what advisors should look for in firm culture.• Why advisors who said “never” to Ameriprise often end up saying “yes.”If you've ever wondered why so many top producers are giving Ameriprise another look, this episode delivers straight answers, real examples, and lessons every advisor can use when evaluating their next move.Resources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Brian Mora on LinkedIn or via phone: (609)-335-8844https://www.linkedin.com/in/brian-j-mora-cfp%C2%AE-crpc%C2%AE-awma%C2%AE-4076b610/  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

Send us a textDaniel Lichtman is the Senior Director of Acquisitions and Asset Management at Lightwater Capital Group. The two roles compliment each other. His role is in asset management enhances his skills for under-writing an acquisitions and vice versa.I'm Moshe Crane connect with me on LinkedIn. My day job is the VP of Branding and Strategic Initiatives at Sage Ventures. Check out my newsletter Curious Deal.Sage Ventures is a commercial real estate firm based in Baltimore, MD. The company buys and operates multifamily rental properties. We know have a portfolio of self-storage and office deals. The company also builds and develops homes that we sell.

Send us a textGood morning from Pharma Daily, the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a series of groundbreaking changes and innovations reshaping the landscape of drug development, clinical trials, and regulatory affairs.In a major move, Pfizer has successfully outbid Novo Nordisk to acquire Metsera for $10 billion. This strategic acquisition aims to bolster Pfizer's presence in the obesity treatment market by leveraging Metsera's GLP-1 receptor agonist technology. This acquisition underscores the continuing trend of consolidation within the pharmaceutical industry, enhancing competitive market positioning and reflecting a broader quest for novel therapeutic solutions.Eli Lilly has entered into a $1.2 billion collaboration with Sangenebio to advance RNA interference (RNAi) therapeutics targeting metabolic diseases. This partnership marks a pivotal shift towards utilizing RNAi technology to silence disease-causing genes, representing significant progress in metabolic disease treatment. The focus on innovative delivery mechanisms and targeted interventions is critical for accelerating drug development and enhancing therapeutic efficacy.Onchilles Pharma's recent Series A1 funding round, securing $25 million, marks a notable advancement in oncology therapeutics. The company's focus on dual-action cancer biologics targeting the ELANE pathway offers promising insights into immune activation in solid tumors. This investment exemplifies the growing interest in biologic therapies that provide targeted cancer treatments, potentially leading to more effective options for patients.Regulatory advancements are also making headlines. Chongqing Precision Biotech has received approval for Pujiolunxi, a treatment for pediatric relapsed or refractory B-cell acute lymphoblastic leukemia (ALL), broadening therapeutic options for this challenging pediatric condition. Furthermore, Alembic Pharmaceuticals' generic version of Dasatinib tablets has gained FDA approval for Philadelphia chromosome-positive chronic myeloid leukemia, increasing accessibility to treatment.Several promising clinical trial results have emerged recently. Summit Therapeutics and Akeso Biopharma's Ivonescimab showed a 26% overall survival benefit in phase 3 trials for non-small-cell lung cancer. The potential of bispecific antibodies in combination therapies is gaining attention for its efficacy in difficult-to-treat cancers. Additionally, Regeneron's Dupixent has achieved phase 3 success in treating allergic fungal rhinosinusitis, reinforcing its role as a versatile treatment option across various inflammatory diseases.Advancements in cardiovascular therapeutics also continue to unfold. Merck & Co.'s Enlicitide Decanoate demonstrated over 50% LDL cholesterol reduction in a phase 3 study focused on atherosclerotic cardiovascular disease through PCSK9 inhibition. AstraZeneca's Baxdrostat showed significant blood pressure reduction in trials targeting treatment-resistant hypertension, highlighting the potential impact of aldosterone synthase inhibitors on cardiovascular health.The investment landscape remains robust with substantial fundraising activities such as Elephas Biosciences' $40 million Series B-2 for commercializing their live tumor profiling platform and Iambic's over $100 million series focused on AI-driven drug discovery. These investments underscore the industry's commitment to integrating advanced technologies like AI and live tumor profiling to enhance precision medicine capabilities.FDA regulatory updates are pivotal as well, notably with the decision to lift warning labels from hormone replacement therapy (HRT) products following an expert review that found previous warnings were based on misinformation regaSupport the show

Listen now to learn:00:00 – Intro:02:35 – What Is Generative AI (Really)?06:04 – Compliance Concerns & Data Privacy:14:20 – Can You Trust AI to Run Your Practice?18:09 – Data Is the New Asset Class:22:19 – Trust, Credibility & the Human Factor:27:11 – The Future of Work in Financial Services:31:05 – Final Thoughts: Trust But Verify:Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Jeremy is crushing it in buying Real Estate Off Market. He has experienced many tough times in life. Someone gave him breathing room by taking over a property before Jeremy lost it in foreclosure. Jeremy was the motivated, distressed seller. He was able to rebuild his life and now he helps other distressed sellers get a new chance at life.

Chapters:00:00 – Intro01:03 – Lessons from 250 Episodes22:54 – The Mythbuster Mentality23:26 – Authenticity, Evolution, and Advisor Education31:29 – Keep It FreshLearn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

In this episode, the host interviews Kelcey Lehrich, founder of 365 Holdings and co-founder of the HoldCo Conference. Kelcey shares her journey from traditional business to e-commerce, the growth of 365 Holdings, and the challenges of acquiring and integrating multiple brands. He discusses the purpose of the Holdco Conference for multi-business entrepreneurs, strategies for stable acquisitions, and the realities of shared services. The episode offers practical advice on self-awareness, focusing on key business levers, and learning from experience in scaling and managing holding companies.Chapters:Introduction to Kelcey Lehrich and Holdco Conference (00:00:00)Kelsey introduces himself and explains the origin and purpose of the Holdco Conference for multi-business entrepreneurs.Kelcey's Journey into E-commerce and 365 Holdings (00:02:22)Kelcey shares how he and his partner entered e-commerce, acquired their first businesses, and built 365 Holdings.365 Holdings' Structure and Focus (00:03:30)Discussion of 365 Holdings' current scale, vertical integration, and future focus on food, baby, and consumable brands.Growth Strategies: Product Launches and Acquisitions (00:04:28)Comparison of launching new products versus acquiring businesses, and the importance of consistent experimentation.What to Avoid When Acquiring Businesses (00:05:52)Kelcey outlines lessons learned and what to avoid when evaluating acquisition opportunities.365 Holdings' Core Strengths and Incremental Improvements (00:07:04)Exploration of the company's strengths, vertical integration, and focus on small, compounding operational improvements.The Reality of Shared Services in a Holdco (00:09:54)Kelcey discusses the challenges and realities of sharing services across multiple brands in a holding company.Three Actionable Takeaways for Entrepreneurs (00:11:44)Host summarizes three key lessons: self-awareness, vision and action, and learning through experience in M&A.Kelcey's Book Recommendation (00:14:03)Kelcey recommends "The Hard Thing About Hard Things" by Ben Horowitz for entrepreneurs managing growing teams.Favorite Productivity Tool (00:14:40)Kelcey shares Superhuman as his favorite email productivity tool.Influential Figures in E-commerce (00:15:25)Kelcey discusses the many people who have influenced him, mentioning Gary Vee, Roland Frazier, and others.How to Connect with Kelcey and Learn More (00:16:59)Kelcey provides ways to connect with him and learn more about Holdco Conference and 365 Holdings.Links and Mentions:Tools and ResourcesSuperhumanWebsitesHoldco Conference365 HoldingsBooksThe Hard Thing About Hard Things by Ben Horowitz on AmazonInfluential FiguresGary Vaynerchuk (Gary Vee)Roland FrasierTranscript:Josh 00:00:00  Today I'm super excited to introduce you to Kelcey Lehrich. Welcome to the podcast, Kelcey.Kelcey 00:00:05  Thank you for having me. Great to be here.Josh 00:00:06  Kelcey I attended Holdco conference. You did a fantastic job. That was your first ever Holdco conference. Tell our guests a little bit more about this Holdco conference, because I think it's really unique. And you're kind of one of the first to kind of come up with this type of holding company conference.Kelcey 00:00:24  Yeah. So I appreciate your kind words and glad you could come. And we'll see you there next year. date's coming soon. so I have a friend in town named John Wilson. you can find him on the internet. He's pretty public. he and I met, and we both have, 50 to 100 employees, multiple tens of millions of revenue, and we have multiple businesses. And we knew a few other people that had similar circumstances. And there really was no event, no conference, no, kind of home base or hangout place for people like us.Kelcey 00:00:56  And one day I'm like, hey, like, why don't we go ahead and we'll host the party. and so John and I partnered on that project, and, from January, when it was kind of hatched with the tweet to July, it was a bit of a wild ride, but it was a lot of fun. We're really proud of the first year. And, yeah, it's meant to be the place that multi business entrepreneurs called the holding company, meet, learn, scale and grow. But the kind of niche there is that if you're in software and you're venture backed, there's a conference for you. If you are in real estate, there's a conference for you. If you are in insert any industry, sales, metal stamping, mobile home parks, whatever it is, there's a conference for you. If you're a Holdco entrepreneur, there really wasn't a place to call your own. And our vision for Holdco is to be kind of that home base for people like us.Josh 00:01:43  Yeah, I love that.Josh 00:01:44  I love what you guys have started there. And I think we'll dive into that a little bit in more detail later in this podcast. But Kelcey, you've got a vast experience in e-commerce. Obviously you have a holding company that has multiple brands. You've acquired multiple e-commerce brands, you've grown them, you've scaled them. So you have a wealth of knowledge. And for our listeners that have established businesses, they're looking to take things to the next level. I think they're going to be able to learn a lot from you. So why don't we rewind the tapes a little bit? Kelcey? And why don't you tell us a little bit about how you got into the e-commerce world to begin with, and then what led to the formation of 365 holdings?Kelcey 00:02:22  So six years ago, my partner and I, his name is Justin. I'm kind of the ideas guy, and he's kind of the executor. She's familiar with iOS. I've got the kind of visionary CEO role and he's kind of the integrator or CFO, and he and I have worked there for a long time.Kelcey 00:02:37  And prior to e-commerce, it was kind of like, the same idea. However, instead of ideas and strategy and like execution, it was like I was the sales guy and he was like the ops guy and all of our prior businesses, but we weren't online. We've never, never run ads, never shipped products. But we had sold a business for just enough money to make a down payment on an SBA loan. We had sold a business for $100,000, which was a lot of money. We did not hold any of it aside for taxes. We put all 100 grand down on the $900,000 loan to buy the million dollar first business. That was how we got started. 60 days later, we drained the checking account and maxed out the line of credit and bought another one. And thus begins the compounding. So, Yeah, six years ago. by by two that that, spring and summer, we had always had a vision of back to the old topic, wanting to run many businesses. We wanted to have diversity.Kelcey 00:03:30  I guess that's like, hey, what if you focused? What if you just did one thing? Could it be bigger? And my answer is like, I don't know, probably. But this is the business I want to have. I want to do many things. one of the things financially from a diversification perspective. two, I think it's fun. It's like what I want. So like, yes, this is what I'm doing. I'm sure it's like slightly less optimal than, I don't know. but six years have elapsed and today we've got 80 some employees. Six brands. we're in Akron, Ohio, and heavily vertically integrated. So we do in-house customer service, in-house ...

In this episode, we explore Apple's potential AI acquisitions to enhance Siri's capabilities amid growing competition. We also discuss the strategic importance of integrating advanced AI features into Apple's ecosystem to keep pace with rivals.Get the top 40+ AI Models for $20 at AI Box: https://aibox.ai Conor's AI Course: https://www.ai-mindset.ai/courses Conor's AI Newsletter: https://www.ai-mindset.ai/ Jaeden's AI Hustle Community: https://www.skool.com/aihustle

It's finally here! Today we are releasing Acquired's first “concert film” — the full video recording of our Radio City live show from this summer with Jamie Dimon, Andrew Ross Sorkin, New York Times CEO Meredith Kopit Levien, Barry Diller, and cameos from around the Acquired Cinematic Universe including Christina Cacioppo, Ben Clymer, and Howard Schultz.To watch the full production on any device, please head over to Spotify where you'll find it available for free in the Acquired feed right alongside all our other episode.Sponsors:Live Show Presented By: J.P. MorganShopifyServiceNowMore Acquired:Get email updates and vote on future episodes!Join the SlackSubscribe to ACQ2Check out the latest swag in the ACQ Merch Store!‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

Show Open, Fred and Blake react to the Dallas Cowboys trades, and a look inside the locker room after the Cowboys loss to the Cardinals.

My guest today is Luca Ferrari. Luca is the co-founder and CEO of Bending Spoons, which he describes as 25 percent private equity and 75 percent technology company. Founded in 2013, Bending Spoons fully acquires and operates digital companies like Evernote, Meetup, Vimeo, and most recently AOL.  Our conversation explores the unique model behind Bending Spoons, and the culture required to scale it. Luca shares exactly how their acquisition playbook works – from identifying promising businesses to rebuilding every part of them across product, design, monetization, and marketing. We discuss their approach to financing long-term ownership through both debt and equity, Luca's obsession with finding and developing exceptional talent, and his decision to build the company in Europe.  I found Luca's description of himself as perennially unhappy to be the clearest window into how he builds. It's a mindset that fuels his pursuit of excellence and defines the culture at Bending Spoons. Please enjoy my conversation with Luca Ferrari. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. –- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:03:12) The Vision and Ambition (00:07:56) Challenges and Early Days (00:11:01) The Turning Point: Evertale to Bending Spoons (00:13:12) Acquisition Strategy and Growth (00:24:22) Case Study: Evernote Acquisition (00:33:34) Pricing and Valuation Insights (00:40:02) Making Competitive Offers (00:40:37) Walkaway Rate and Offer Success (00:41:14) Financing the Business (00:43:21) Lessons from Acquisitions (00:46:32) The AOL Acquisition (00:48:21) Simplifying Business Operations (00:56:10) Incentives and Motivation (00:58:31) Balancing Discontent and Growth (01:03:21) Raising Debt Capital (01:06:37) Impact of AI on Business (01:11:00) Company Culture and Traditions (01:16:00) The Kindest Thing

Today's show features: Liza Borches, President & CEO of Carter Myers Automotive Jake Hales, Digital Operations Manager at Gee Automotive Companies This episode is brought to you by: CR Stream – Put the power of multiple auctions in your hand! CR Stream multi-lists your inventory to OVE, SmartAuction, and Copart simultaneously. Capture vehicle photos, damage, details and pricing start to finish in under 10 minutes with the CR Stream iPhone and Android mobile apps. Pay only $150 sell fee when you vehicles sells at auction! visit https://crstream.com/ to learn more. CDG Circles – A modern peer group for auto dealers. Private dealer chats. Real insights — confidential, compliant, no travel required. Visit ⁠https://cdgcircles.com/⁠ to learn more. Car Dealership Guy is back with our second annual NADA Party—happening in Las Vegas on Thursday, February 5th. It's the hottest ticket at NADA 2026. Spots are limited and unfortunately we can't invite everyone —so RSVP today at ⁠⁠https://carguymedia.com/cdglive⁠⁠ and we hope to see you in Vegas! — Check out Car Dealership Guy's stuff: CDG News ➤ ⁠⁠https://news.dealershipguy.com/⁠⁠ CDG Jobs ➤ ⁠⁠https://jobs.dealershipguy.com/⁠⁠ CDG Recruiting ➤ ⁠⁠https://www.cdgrecruiting.com/⁠⁠ My Socials: X ➤ https://www.twitter.com/GuyDealership Instagram ➤ ⁠⁠https://www.instagram.com/cardealershipguy/⁠⁠ TikTok ➤ ⁠⁠https://www.tiktok.com/@guydealership⁠⁠ LinkedIn ➤ ⁠⁠https://www.linkedin.com/company/cardealershipguy/⁠⁠ Threads ➤ ⁠⁠https://www.threads.net/@cardealershipguy⁠⁠ Facebook ➤ ⁠⁠https://www.facebook.com/profile.php?id=100077402857683⁠⁠ Everything else ➤ ⁠⁠dealershipguy.com

Joelle Pineau is the Chief Scientist at Cohere, where she leads research on advancing large language models and practical AI systems. Before joining Cohere, she was VP of AI Research at Meta, where she founded and led Meta AI's Montreal lab. A professor at McGill University, Joelle is renowned for her pioneering work in reinforcement learning, robotics, and responsible AI development. AGENDA:  00:00 Introduction to AI Scaling Laws 03:00 How Meta Shaped How I Think About AI Research 04:36 Challenges in Reinforcement Learning 10:00 Is It Possible to be Capital Efficient in AI 15:52 AI in Enterprise: Efficiency and Adoption 22:15 Security Concerns with AI Agents 28:34 Can Zuck Win By Buying the Galacticos of AI 32:15 The Rising Cost of Data 35:28 Synthetic Data and Model Degradation 37:22 Why AI Coding is Akin to Image Generation in 2015 48:46 If Joelle Was a VC Where Would She Invest? 52:17 Quickfire: Lessons from Zuck, Biggest Mindset Shift  

In this episode, Matt continues his conversation with attorney Vince Nardone on the legal mistakes dentists make around practice acquisitions. Building on Part 1, they expand the discussion and continue breaking down areas where dentists get themselves into trouble, often without realizing it until much later. Vince shares additional examples and insight that apply whether you're preparing to buy a practice or already own one and want to avoid costly legal surprises. Connect with us: • Learn more about 1-on-1 coaching • Get access to TLP Academy • Suscribe to The Lifestyle Practice Podcast • Email Derek at derek@thelifestylepractice.com • Email Matt at matt@thelifestylepractice.com • Email Steve at steve@thelifestylepractice.com

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training How would you go about making acquisitions to accelerate your growth? Would you buy for revenue, culture fit, or client roster? Would you be willing to fire big clients that are holding your agency back? Most agency owners chase growth by saying "yes" to everything, from new services, new clients, and every new opportunity. Today's featured guest built one of the fastest-growing mobile and digital agencies in the world by narrow focusing, firing bad-fit clients, and mastering the art of strategic acquisitions. Today he'll unpack how his agency evolved from a small mobile startup in Tel Aviv to a global digital powerhouse working with brands like Google, Uber, Samsung, and Microsoft. Gilad Bechar is the CEO and founder of Moburst, a mobile-first marketing and digital transformation agency with offices in Tel Aviv, New York, and San Francisco. Since 2013, Moburst has helped startups and Fortune 500s alike scale their reach through creative, data-driven, and tech-forward strategies. Under Gilad's leadership, the agency has raised capital, acquired multiple specialized firms, and built proprietary technology that keeps them ahead of the curve in AI, mobile UX, and cross-platform performance. In this episode, we'll discuss: The similarities between the mobile boom and the new AI era. Raising capital without losing control. Using acquisitions as a growth strategy. The power of saying no and focusing on fit. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. From A Mobile-First Niche Focus to Global Agency Powerhouse When Moburst launched in 2013, the agency world was flooded with "digital experts" who claimed to understand mobile. Most didn't. Gilad noticed that agencies were simply repurposing desktop experiences for smaller screens without real mobile UX thinking, no data-driven optimization, and definitely no understanding of how users behaved differently on apps. That insight became Moburst's edge. Instead of trying to compete as another full-service digital shop, they doubled down on mobile-first marketing. They mastered app store optimization (ASO), performance tracking, and mobile UX design. That focus helped them land early wins with major clients who were desperate for expertise in a fast-changing environment. As Gilad puts it, "When you show big clients that a critical piece of their marketing is being ignored, and you can fix it, that's your entry point." The AI Parallel: Most Agencies Talk, Few Deliver Gilad sees history repeating itself with AI. Just like the early mobile days, everyone's suddenly an "AI expert." But the difference between hype and real expertise shows up fast in a conversation. He believes the proof lies under the hood. Real experts can answer deep implementation questions: which tools integrate best, how to handle data security, and what AI models perform for specific tasks. Pretenders can't. For agencies, this is a reminder that credibility is earned through insight, not jargon. Clients see through the buzzwords. And the ones who don't will eventually learn when the work doesn't deliver. Raising Capital Without Losing Control Unlike most agency founders, Gilad took venture funding, not once, but three times. But he did it differently. Instead of giving away huge equity chunks, Moburst only diluted small percentages (around 6% each round). The investors came to them after seeing how fast their clients were growing. Without that, his agency wouldn't have its current success in the US market and would probably still be a very local agency in Israel. That capital gave him the means to hire a team in New York and then eventually move there to lead that office. It was the start of many new opportunities for the agency, like building internal tech tools that set them apart. It was also the way his team has stayed ahead of the curve from competitors that are not investing in the future and stay too focused on the right here and now. Furthermore, despite having 11 investors, Moburst kept full control. Only one board seat represents all investors, and it can't override the founders' decisions. According to Gilad, that control is what allowed them to make hard but smart moves, like firing clients and cutting costs in 2017 when growth was strong but profitability wasn't. The Hard Reset That Saved the Agency and Restored Profitability In 2017, Moburst was scaling fast but losing money just as quickly. The agency was adding clients and headcount, but without the right systems to manage profitability. At one point, they were bleeding up to $70,000 a month. So Gilad made the tough call: he cut unprofitable clients, reduced staff, and rebuilt the agency around systems that supported healthy margins. "It was brutal," he admits. "We let go of big, well-known clients we loved working with. But it didn't make sense to keep losing money just to say we worked with them." That painful reset worked. By 2018, the agency was profitable again and positioned for sustainable growth. That reset set the stage for their next evolution: acquisitions. How to Use Acquisitions as a Growth Strategy (Not a Gamble) Moburst's acquisition strategy wasn't about buying revenue or chasing vanity growth. It was about buying capabilities that solved their biggest operational gaps. Their first acquisition was a video production studio they had already worked with for over a year. The partnership was strong, the culture aligned, and the collaboration was smooth. So they brought them in-house in 2019 and the agency's offerings instantly expanded. Then they looked at their next biggest outsourced expense: web and app development. So in 2022, they acquired a dev shop after a successful collaboration period. In total, Moburst has made five acquisitions, each one following a simple rule: test first, integrate later. As Gilad says, "We don't buy to solve problems. We buy what already works and multiply it." When asked about whether or not these brands keep their names after acquisition, Gilad says it all depends on their brand authority. If they do great work and have a solid team but their brand isn't as strong, then it's best to just bring it under the Moburst umbrella. In case they do have a strong brand, then they'll just make sure their website reflects they are part of a larger group. How to Structure an Agency Acquisition Deal the Smart Way For agency owners eyeing their own M&A moves, Gilad shared his preferred deal structure. Each acquisition has four key components: Cash upfront - Rewards founders for their hard work. Equity - Gives them a stake in the larger vision. Dividends - Paid yearly so they benefit from the agency's profits. Performance bonuses - Tied to the profitability of their specific business unit. This structure keeps founders motivated and aligned for years to come, without the traditional burnout that comes from rigid earnouts. Everyone wins when growth is sustainable and collaborative. Why Firing Bad Clients Helps Scale Smarter One of the biggest lessons Gilad takes away from journey is the courage to say no: to clients, deals, or directions that don't fit. Agencies often cling to bad accounts out of fear of losing revenue, but simply put, that's a silent killer. If you're not profitable on a client, you're not just breaking even; you're paying for the privilege of overworking your team. Moburst's growth didn't come from doing more — it came from doing what mattered most. By focusing, pruning, and strategically acquiring, Gilad turned a niche mobile startup into a global digital powerhouse. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Markets got the treat they were waiting for with a Fed rate cut and pause on quantitative tightening, but prices still fell. Why? This week, Ryan and David break down why the markets got spooked, what Powell really said about December cuts, and what it means heading into November. We also cover MegaETH's oversubscribed ICO, Monad's airdrop, Polymarket's confirmed token, and JP Morgan's $34B Base token estimate. Plus Solana's new ETF, Western Union's stablecoin, Circle's controversial L1 launch, the X402 payment boom, and the latest on Consensys and Securitize IPOs. ------

Across the conversation, the panel digs into:• What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the language” opens doors with business owners and COIs.• Why being early matters: profiling, asking better questions, and hosting local business-owner events that generate real pipeline.• Multiple paths beyond a sale: capital-markets needs, growth capital, roll-ups, second bites, and direct private deals alongside traditional planning.• Culture and collaboration: demystifying the process, quarterbacking expert teams, and the peer-to-peer sharing that's accelerating growth across practices.Key Chapters:00:00 – Intro  03:10 – Ken Grider introduces the advisor lineup and program structure05:17 – Lisa Detanna: 5.5 B AUM and 70% business-owner clients10:14 – Training through IBex (Institute for Business Owner Excellence)12:31 – How Raymond James bridges investment banking and planning14:11 – Addressing big-bank perception vs. Raymond James capabilities14:28 – Ryan Bass: learning the language of business-owner conversations18:27 – Will Deupree: early-stage conversations that create loyalty25:13 – Cody Hilbun: building an 18-person IB-focused advisory team30:11 – Mike Tutcher: growth through Masterclass and golf-course networking38:17 – Ken Grider: going where competition isn't39:29 – Zac Hersman: Americas Group and cross-border opportunities45:06 – Lisa Detanna: culture, client-centric service, and firm leadership50:16 – Inside IBex & Masterclass: demystifying the process01:02:14 – Hosting local business-owner events and strategy summits01:12:18 – Educating business owners creates lasting relationships01:16:08 – Final thoughts: culture, vision, and paying it forwardIf you work with business owners (or want to), this discussion offers concrete examples, candid lessons learned, and specific approaches you can adapt to your market - without promising outcomes and while keeping client interests front and center.Resources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

Trader Joe's breaks every rule of modern retail. They don't do e-commerce. They don't do delivery. No sales, coupons, or loyalty programs. They only stock 4,000 SKUs versus 50,000+ at normal supermarkets. Their parking lots are famously terrible and they're constantly out of your favorite items. Shoppers brave long lines and cramped aisles while overly-friendly employees in Hawaiian shirts try to chat them up. Everything about the Trader Joe's experience seems designed to drive modern consumers away. And yet they generate $2,000+ per square foot in sales — double their nearest competitor in Whole Foods and nearly 4x the industry average — and Americans are obsessed with them. How on earth did a company that so steadfastly refuses to participate in the 21st century build the most beloved grocery chain in America?Today we tell the full story: how “Trader” Joe Coulombe started out cloning 7-Elevens in 1960s Los Angeles, pivoted to slinging hard liquor, discovered the enormous market opportunities for California wine and health food before anyone else, and ultimately built perhaps the most counter-positioned business we've ever studied on Acquired by doing almost everything differently than the supermarket-CPG industrial complex. Tune in for a wild voyage on the high seas of grocery retail!Sponsors:Many thanks to our fantastic Fall ‘25 Season partners:J.P. Morgan PaymentsSentryWorkOSShopifyLinks:Sign up for email updates and vote on future episodes!Worldly Partners' Multi-Decade Trader Joe's StudyBecoming Trader JoeThe Secret Life of GroceriesBuild a Brand Like Trader Joe'sAll episode sourcesCarve Outs:AirPods Pro 3Mario Kart 8More Acquired:Get email updates and vote on future episodes!Join the SlackSubscribe to ACQ2Check out the latest swag in the ACQ Merch Store!‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

Founders often talk about an acquisition as the ultimate business goal. But Gwen Whiting knows M&A isn't always the fairytale it's made out to be. Gwen cofounded The Laundress, grew it into a cleaning empire, and sold the company to Unilever for a reported $100 million. But then... the product recall happened. Gwen tells Nicole about the scrappy days of launching and scaling The Laundress without investor capital, and the cautionary tales from the Unilever deal. Gwen talks about how she's approaching her new venture The Fill differently— and why she's not building it to sell. Then, Gwen opens up about her experience as one of the survivors of sexual assault by Dr. Robert Hadden, and what talking with other survivors taught her the power of collective action. Learn more about The Fill Unilever's response to the product recall Gwen's piece about learning her OBGYN was a predator