Podcasts about hci equity

Welcome to the inaugural episode of "Best But Never Final," the podcast that grants you exclusive access to the private equity (PE) playbook, unlocking the secrets of market mastery, business model optimization, and team excellence. Join our esteemed hosts—Lloyd Metz, Doug McCormick, and Sean Mooney—as they guide you through the corridors of private equity, unveiling the strategies that shape successful investments and drive business innovation.In this episode, our hosts, each a titan of the private equity realm, share their profound insights and diverse experiences. Lloyd Metz, a partner at ICV Partners, delves into the importance of market dynamics and the significant role they play in propelling businesses forward. Doug McCormick, co-founder and managing partner of HCI Equity, discusses the critical aspects of business models and how they serve as a foundation for sustainable value propositions. Sean Mooney, founder and CEO of BluWave, provides a unique perspective, bridging his extensive PE background with the entrepreneurial challenges of starting and scaling a business.Our discussion begins with an exploration of market evaluation—how private equity professionals assess the competitive landscape and identify growth opportunities. Learn why a strong market can carry all participants and how identifying the right market can set your investment up for unparalleled success.Next, we dissect the essence of a robust business model. Understand the financial indicators that signal a company's potential and the underpinnings of high-margin operations. Our hosts highlight the necessity of aligning business models with firm strategies and the significance of adapting organizational designs for transformative growth.But what fuels the engine of private equity success? People. The episode emphasizes the critical role of team evaluation in PE investments. Our hosts discuss the art of assessing leadership and the importance of cultural alignment, grit, and perseverance. Discover why financial performance is often a lagging indicator of a team's effectiveness and how a culture of continuous improvement can be the difference between good and great.As we peel back the layers of private equity, it becomes clear that the path to success is not linear. It's a complex journey requiring a nuanced understanding of market trends, business structures, and human capital. "Best But Never Final" embodies the notion that private equity is a relentless quest for excellence, where strategy, culture, and execution intersect to create extraordinary outcomes.This episode is a masterclass for anyone looking to navigate the private equity landscape, from mid-level professionals to CEOs and business owners. Whether you're an investor seeking to enhance your portfolio or an entrepreneur aiming to scale your enterprise, the insights shared here will equip you with the knowledge to leverage private equity principles to your advantage.For more information on the podcast, visit https://www.bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.Visit us on LinkedIn at https://www.linkedin.com/company/best-but-never-final-podcast/Visit us on Instagram at https://www.instagram.com/bestbutneverfinal/For information on HCI Equity Partners, go to https://www.hciequity.comFor information on ICV Partners, go to https://www.icvpartners.comFor information on BluWave, go to https://www.bluwave.net

Host Sean Mooney sits down with HCI Equity Partners Co-Founder and Managing Partner, Doug McCormick, to discuss building world-class teams, how to scale your leadership along with your business and company culture, how HCI Equity Partners helps entrepreneurs realize their vision, and more. At the end of the day, good values and work ethic win. To learn more, visit: https://bit.ly/3CfZxmZ

Doug McCormick is a Managing Partner and Co-Founder of HCI Equity Partners, a lower middle market private equity firm focused on partnering with family and founder owned manufacturing, service and distribution companies. Doug has been an active investor in numerous markets to include aerospace, defense, distribution, food services, packaging, manufacturing, outsourced business services, transportation and logistics. He currently serves on the board of AmercareRoyal, Echelon Supply & Service and Pacific Defense and serves as board chair for Consolidated Hospitality Supplies, MSI Express, SDS Rx and Tech24.  Doug actively supports the veteran community as the Chairman of Team Red, White and Blue. He is also a member of the board of trustees and Chair of the investment committee for the National Endowment for Financial Education (NEFE); a board member of The Heritage Group, founding member of Capital For Children, and a 2011 Henry Crown Fellow. Doug is the author of Family Inc. and uses this content to empower others with financial literacy skills, with an emphasis on the veteran community. His work and recommendations regarding investing and personal finance topics have been cited or featured by leading media outlets such as The Wall Street Journal, The NY Times, USA Today, CNBC, PBS, NPR, TIME, Investor's Business Daily, Fast Company, The Larry Kudlow Show, Huffington Post, Motley Fool, The Art of Manliness and others. Before founding HCI Equity, Doug was a Managing Partner at Thayer Hidden Creek and Thayer Capital and worked in the Investment Banking Division of Morgan Stanley & Co. He also served as a Captain in the U.S. Army's 25th Infantry Division. Doug received his Master of Business Administration from Harvard Business School and his Bachelor of Science in Economics from the U.S. Military Academy at West Point, where he served as First Captain of the Corps of Cadets and Captain of the Army Wrestling team.

In episode 194 Meb and Doug kick off the conversation about thinking about a family as a business. Doug discusses the idea that people effectively have two businesses, selling labor in the marketplace, and converting income into financial assets. Doug expands on that by covering the family CFO framework, and that the job of the family CFO is much like a corporate CFO in that they must manage risk and liquidity with the family’s balance sheet. The pair also get into entrepreneurship and thinking about the role entrepreneurship can play in wealth generation. Meb and Doug then get into common mistakes people make, such as underappreciation of a long horizon. They then transition into approaching conversations about wealth with Family, starting with acknowledgement that wealth without management, values, and education can be a liability. As the conversation winds down, Meb and Doug cover some ground about Doug’s day job as a private equity investor and some best practices for private equity allocators. All this and more in episode 194, including Doug’s most memorable investment.

Doug McCormick is a Managing Partner and Co-Founder of HCI Equity Partners. Mr. McCormick has been an active investor in numerous markets to include aerospace, defense, distribution, food services, packaging, manufacturing and outsourced business services. He currently serves as Chairman of the Board for AmercareRoyal and Summit Interconnect and as a board member of Naumann/Hobbs Material Handling, Inc. and Quadel Consulting Corporation. Before founding HCI Equity, Mr. McCormick worked at Thayer Hidden Creek,Thayer Capital and the Investment Banking Division of Morgan Stanley & Co. He also served as a Captain in the U.S. Army’s 25th Infantry Division. As author of Family Inc., Mr. McCormick is committed to empowering others through financial literacy with a focus on the veteran community. His writing on financial literacy and veteran economic empowerment have been covered by leading media outlets such as The Wall Street Journal, The NY Times, USA Today, PBS, Time, Fast Company and The Motley Fool. Mr. McCormick serves as the Chairman of the Board for Bunker Labs and a member of the Board of Directors for Team RWB. He is a 2011 Henry Crown Fellow, and a Founding Member of Capital For Children. Mr. McCormick received his Master of Business Administration from Harvard Business School and his Bachelor of Science in Economics from the U.S. Military Academy at West Point. Support the podcast!

Entrepreneurship, Financial Stability and Managing Your Career. As Managing Partner at HCI Equity, Doug oversees all aspects of the firm’s strategy, investments, and operations with his partners. Doug previously served as a Captain in the U.S. Army’s 25th Infantry Division. He graduated top of his class at West Point while serving as Captain of the Army Wrestling team. He also holds an MBA from Harvard Business School. Doug has a lifetime of experiences that provide the foundation for the framework, principles, and tools in his book: “Family Inc.: Using Business Principles to Maximize Your Family’s Wealth.” As a professional investor, he has spent two decades managing money for institutional clients such as insurance companies, pension funds, entrepreneurs and high net worth families. Unlike Wall Street money managers who seek to generate paper profits through passive investing, Doug partners with families and entrepreneurs to build and grow their businesses to create sustainable long-term value. His own journey to achieving financial independence began at the age of seven when his Dad helped him purchase AT&T stock.   If you don’t have time to listen to the entire episode or if you hear something that you like but don’t have time to write it down, be sure to grab your free copy of the Action Plan from this episode-- as well as get access to action plans from EVERY episode-- at JimHarshawJr.com/Action. Let's connect: Website | Facebook | Twitter About Your Host Jim Harshaw My name is Jim Harshaw. And I know where you’re at. You’re working hard and qualified for what you do but you aren’t getting what you want. You have plans on getting to the C-suite or launching a business but ultimate success seems as far away today as ever. You’re at the right place because you can get there from here.  And I can help.  Who I Am I’m a speaker, coach, and former Division I All-American wrestler that helps motivated former athletes reach their full potential by getting clarity on what they really want and taking aggressive action to lead their ideal life not just despite their prior failures but because of them. I’m a husband and father of four. And I’m a serial entrepreneur. I’ve launched multiple successful businesses as well as the obligatory failed one. I’ve been the executive director of a non-profit and have raised millions of dollars. I’ve worked in sales. I’ve even been a Division I head coach. While I was born in a blue-collar home I have spent my life surrounded by Olympians, CEO’s and millionaires. Jim Rohn said, “You are the average of the five people you spend the most time with.” I’ve been lucky. I’ve learned the habits of successful people and guess what. You’re just like them. I know because I know your type. You’re programmed for hard work, which is a prerequisite for success, but you’ve never been shown how to use what you know to create the life you want with the tools you have. I will show you how. Why You are Here You've worked hard to achieve greatness. You’ve set goals and maybe even set records. You’ve definitely failed and you’ve at some point found yourself questioning if you were on the right track. You need to understand this: You are far more prepared to succeed than those who’ve not tried, competed, struggled and overcome like you have. That’s the value of your education as someone who aims high. You are prepared to be as successful as your wildest dreams will allow. Here I will teach you, with the help of brilliant minds that have been shaped by failure, struggle, and adversity, to be who you want to be. I sense that you want this because you have read this far. To take the next step today, click here. FOLLOW JIM Website | Facebook | Twitter

My interview this week is with Army Veteran Doug McCormick. I've been very fortunate in the past couple months and have received a lot of opportunities for interviews. My cup has run over, and finally, after sitting on it for six to eight weeks, I finally have opportunity to release my interview with Doug. We talk about a few important topics, to include Veteran community, entrepreneurship and money. Note: We are not providing any financial advice and VA does not official endorse Doug’s guidance on money, but we did invite him onto the podcast because it is an important topic and respect him as a subject matter expert. If you have any questions or want to explore the ideas Doug brings, consult your family’s financial adviser or contact Doug directly using the contact information he provided. About Doug: Before joining HCI Equity, Doug worked in the Investment Banking Division of Morgan Stanley & Co., where he was involved in the completion of numerous mergers and acquisitions and acquisition-related financing transactions. Doug previously served as a Captain in the U.S. Army's 25th Infantry Division, receiving numerous awards for performance and achievement. Doug serves as a board member of Team Red White and Blue and Bunker Labs, both veterans service organizations, and is a Henry Crown Fellow. Covered in Episode 26: Where to find the #VApodcast Interview with Army Veteran Doug McCormick   Why he joined the Army His experience in the military Transitioning out of the military The value of Team RWB His thoughts on Bunker Labs Finances as a service member and transitioning Veteran Beneficiary Financial Counseling Service and Online Will Preparation #VeteranOfTheDay is Army Veteran Marty Martinez

Doug McCormick from HCI Equity talks with Linda about Private Equity investing and the role it plays in our economy – and yours! Private equity is a security that isn’t on the public exchange. The two most common types are Read more › The post MTI127: Investing in Private Equity, with Douglas McCormick appeared first on Money Tree Investing Podcast.

Developing financial independence and creating wealth in your career.   For resources from the podcast, check out SuccessVets.com. Douglas McCormick graduated from West Point and was a Captain in the United States Army. After leaving the military he got his MBA from Harvard Business School and today he is a co-founder and managing partner at HCI Equity, as well as a board member of Team Red White and Blue. In this interview we talk about the principles in his book, Family Inc., on how to use business principles to maximize your family’s wealth.

Self-reliance is one of the most important things we can teach our children. From a young age kids should learn not only how business works, but also how to run your personal finances like a business. In Episode 1 9 of The Motivation Inside (TMI) HCI Equity Partners co-founder Doug McCormick talks with host Anthony Scaramucci about how to develop a comprehensive personal brand and financial plan.

Douglas McCormick is the author of the new book Family Inc.: Using Business Principles to Maximize Your Family's Wealth. In the book, he provides a roadmap to financial security for families with the premise that your family should be run like a BUSINESS. Doug has spent two decades managing money for institutional clients like insurance companies, pension funds, entrepreneurs and high net-worth families. He's helped them grow their businesses to create sustainable long-term value. He's also currently a Managing Partner at HCI Equity, which he also co-founded. Douglas shares why he thinks every family needs a chief financial officer or CFO. And who is best to play this role? With news of UK's vote for Brexit, what does he think that'll mean for our investment portfolios? Plus, the gift he gives his kids every Christmas to help them learn about the financial world. For more information visit www.somoneypodcast.com.