Podcasts about investment bankers

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Best podcasts about investment bankers

Latest podcast episodes about investment bankers

The Roundtable
5/20/25 Panel

The Roundtable

Play Episode Listen Later May 20, 2025 83:07


The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are public policy and communications expert Theresa Bourgeois, Albany Law School Professor and Director of the Justice Center Sarah Rogerson Sarah Rogerson, and Investment Banker on Wall St. Mark Wittman.

Clear Admit MBA Admissions Podcast
MBA Wire Taps 426—Investment banker, 325 GRE. Argentinian Strategist. Booth vs Ross.

Clear Admit MBA Admissions Podcast

Play Episode Listen Later May 19, 2025 30:37


In this week's MBA Admissions podcast we began by discussing the Round 3 activity on LiveWire; interview invites and final decisions continue to roll out for this shortened application round; next week Chicago / Booth and Imperial Business School are scheduled to release final decisions. Graham noted the Clear Admit promotion, where for every new entry we receive on DecisionWire, that maps out a candidate's entire application journey, Clear Admit will donate $10 to the Forte Foundation. Graham highlighted the remainder of Application Overview events series that will be hosted this week on Tuesday (Berkeley / Haas, UVA / Darden, Washington / Foster, UNC / Kenan Flagler, and Georgia Tech / Scheller) and Wednesday (Columbia, Stanford, UPenn / Wharton, Yale SOM, and Texas / Austin). Signups for those events are here: https://bit.ly/appoverview25 Graham also mentioned an event on Thursday for London Business School's One Year MBA program. Signups are here: https://bit.ly/lbs1year Graham noted a deep-dive analysis article on MBA tech career placements for the most recent graduating classes. Not surprisingly, Big Tech placement has dropped off at most top MBA programs. Graham highlighted two Real Humans alumni spotlights, alums from Duke / Fuqua working at EY-Parthenon, and UCLA / Anderson working at Google. Finally, Graham noted the recently recorded podcast featuring the leader of career services at Georgetown / McDonough, talking about the triple jump - changing industries, functions and geographies. For this week, for the candidate profile review portion of the show, Alex selected two ApplyWire entries and one DecisionWire entry: This week's first MBA admissions candidate works in investment banking and is from Ghana. They have a 325 GRE score. This week's second MBA candidate is from Argentina and appears to have a very interesting profile, but their GRE score of 309 is going to be an issue. They plan to retake. We also think they should reconsider their school targeting. The final MBA candidate is deciding between Chicago / Booth and Michigan / Ross, with scholarship. This episode was recorded in Boston, USA and Cornwall, England. It was produced and engineered by the fabulous Dennis Crowley in Philadelphia, USA. Thanks to all of you who've been joining us and please remember to rate and review this show wherever you listen!

TMA-Chicago Midwest Podcast
Tom Goldblatt on Navigating Distressed Transactions as an Investment Banker

TMA-Chicago Midwest Podcast

Play Episode Listen Later May 8, 2025 43:09


In this episode of the TMA Chicago/Midwest podcast, Managing Partner and Founder of Ravinia Capital Tom Goldblatt sits down with host Paul Musser to discuss the intricacies of the role of investment bankers in navigating distressed sales and refinancing processes. Tom, among other things, shares insights on the importance of establishing a structured process and the strategic use of stalking horse bidders. Their conversation also highlights the recent Roti Mediterranean sale that Tom worked on, illustrating the challenges and successes in such distressed transactions. Additionally, Tom shares takeaways from his involvement in the Turnaround Management Association (TMA), considerations for marketing oneself, and the benefits of networking and developing meaningful relationships with industry peers.

The Roundtable
5/7/25 Panel

The Roundtable

Play Episode Listen Later May 7, 2025 89:25


The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Tetherless World Professor of Computer, Web and Cognitive Sciences at RPI Jim Hendler, Executive Director of Communities for Local Power and former White House Advance Lead Anna Markowitz, and Investment Banker on Wall St. Mark Wittman.

Investment Banking Recruiting Secrets of the Top 1%
Episode 349: Investment Bankers Are Quitting to Take These Jobs

Investment Banking Recruiting Secrets of the Top 1%

Play Episode Listen Later May 2, 2025 13:03


What comes after investment banking? In this episode, we unpack the world of exit opportunities from the coveted buy-side roles to strategic positions in industry. We explore Private Equity, Growth Equity & Venture Capital, what they do, how they differ, and what kind of candidates thrive. Corporate roles, where ex-bankers drive strategic decisions and wildcard Careers – From business development to paid marketing and product management, these roles value the same analytical rigor and strategic thinking. If you're navigating your next career move or just curious about the pathways IB can open, this episode breaks it all down with clarity and insight. Want help securing an offer from a top tier firm on Wall Street? Apply here: wallstmastermind.com/applyutm_source=podcastep349

Commercial Awareness with Watson’s Daily business and financial news
Episode 929: Tesla's CEO search vs AI investment bankers...

Commercial Awareness with Watson’s Daily business and financial news

Play Episode Listen Later May 1, 2025 27:43


In this episode, Duncan and I talk about leadership succession at Tesla and the consequences of AI in investment banking...

The Roundtable
4/28/25 Panel

The Roundtable

Play Episode Listen Later Apr 28, 2025 76:02


The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Partner with the Albany law firm of Whiteman Osterman & Hanna, Cianna Freeman-Tolbert, Senior Fellow at the Bard Center for Civic Engagement Jim Ketterer, and Investment Banker on Wall Street Mark Wittman.

Karriere Insider
Tech-Investment Banker (IEG) über die Zukunft von M&A | Karriere Insider

Karriere Insider

Play Episode Listen Later Apr 23, 2025 115:54


In dieser spannenden Folge des Karriere Insider Podcasts spricht David Döbele mit Mirko Heide, Managing Director bei der Investment Banking Boutique IEG, über seinen Werdegang im M&A, Unterschiede zwischen Big4 und Boutiquen, den Einstieg ins Investment Banking nach der Finanzkrise und worauf es heute auf dem Tech-M&A-Markt wirklich ankommt. LinkedIn Mirko Heide: https://www.linkedin.com/in/mirkoheide/ IEG Karriereseite: https://www.ieg-banking.com/about-us#process Mein SPIEGEL-Bestseller-Buch: https://nach-ganz-oben.de/?htrafficsource=organic&hcategory=yt_organic&el=techinvestmentbankeriegueberdiezukunftvonmakarriereinsider160425 Unsere Website: https://pumpkincareers.com/jetzt-hier-bewerben/?htrafficsource=organic&hcategory=yt_organic&el=techinvestmentbankeriegueberdiezukunftvonmakarriereinsider160425 _____________________________________________ Timestamps 00:00:00 - Pre-Intro 00:01:02 - Intro 00:02:27 - Vorstellung 00:17:50 - Unterschiede zwischen Big4 und Boutiquen 00:25:40 - Wie kam der Wechsel zu IEG? 00:27:59 - Wie läuft der Bewerbungsprozess ab? 00:31:44 - Wechsel vom etablierten Großunternehmen in den spezialisierten Markt - Chancen und Risiken 00:36:19 - IEG: Mitarbeiterentwicklung & Teamgröße 00:39:45 - Mandatsgewinnung im Tech-Investment Banking 00:41:04 - Typische Kunden und Projekte im Tech-Investment Banking 00:47:03 - Individuelle Deal-Struktur und Vergütung bei M&A-Projekten 00:51:23 - Arbeitsalltag eines Tech-Investment Bankers 01:07:58 - Work-Life-Balance eines Tech-Investment Bankers 01:09:48 - Zukunftstrends im Investment Banking 01:17:20 - Tech-Standort Deutschland im internationalen Vergleich 01:22:27 - Weitere Fragen 01:56:50 - Outro _____________________________________________ Weitere hilfreiche YouTube-Videos: Der Karriere Insider Podcast: https://www.youtube.com/@KarriereInsiderPodcast INVESTMENT BANKER WERDEN (Guide): https://youtu.be/smtlWs5WPUM?si=nLG14-z-VNx0bk0f UNTERNEHMENSBERATER WERDEN (Guide): https://youtu.be/jLK24iLsGPM?si=5DlTJvVKLf1FhpnU Die besten Unis für den Bachelor: https://youtu.be/n-YSo8ss0Ks Die besten Unis für den Master: https://youtu.be/fdKknPZzO4w ALLE JOBS NACH DEM BWL-STUDIUM: https://youtu.be/D1Ssf6uAQlY ALLE FINANCE JOBS nach dem BWL-Studium: https://youtu.be/6kD05whSvEU _____________________________________________ Wenn du dich für den Berufseinstieg in Investment Banking, Unternehmensberatung oder Private Equity interessierst, haben wir hier einige nützliche Links für dich zusammengefasst: Target-Uni-Report: https://pumpkincareers.com/target-uni-report?htrafficsource=organic&hcategory=yt_organic&el=techinvestmentbankeriegueberdiezukunftvonmakarriereinsider160425 Investment Banking Analyst Report: https://pumpkincareers.com/investment-banking-analyst-report?htrafficsource=organic&hcategory=yt_organic&el=techinvestmentbankeriegueberdiezukunftvonmakarriereinsider160425 Consulting Einsteiger Report: https://pumpkincareers.com/consulting-report?htrafficsource=organic&hcategory=yt_organic&el=techinvestmentbankeriegueberdiezukunftvonmakarriereinsider160425 Eine Gesamtübersicht über alle unsere bisher veröffentlichten Reports findest du übrigens hier: https://pumpkincareers.com/reports/?htrafficsource=organic&hcategory=yt_organic&el=techinvestmentbankeriegueberdiezukunftvonmakarriereinsider160425 Schau gerne auch noch auf unserem Blog vorbei: https://pumpkincareers.com/blog/?htrafficsource=organic&hcategory=yt_organic&el=techinvestmentbankeriegueberdiezukunftvonmakarriereinsider160425 Falls du Fragen hast, die du persönlich mit uns besprechen willst, kannst du uns gerne auch auf LinkedIn (David Döbele, Jonas Stegh) oder Instagram (@pumpkincareers, @david.doebele) anschreiben. LinkedIn: https://www.linkedin.com/company/pumpkincareers/

The Roundtable
4/21/25 Panel

The Roundtable

Play Episode Listen Later Apr 21, 2025 79:43


The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Senior Fellow, Bard Center for Civic Engagement Jim Ketterer, Political Consultant Libby Post, Albany Mayor Kathy Sheehan, and Investment Banker on Wall Street Mark Wittman.

The Roundtable
4/16/25 Panel

The Roundtable

Play Episode Listen Later Apr 16, 2025 65:08


The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Dean of the College of Emergency Preparedness, Homeland Security and Cybersecurity at the University at Albany Bob Griffin, Executive Director of The Legal Aid Society of Northeastern New York Nic Rangel, and Investment Banker on Wall Street Mark Wittman.

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
For New Sellers: Five Myths About Hiring an Investment Banker

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later Apr 14, 2025 39:40


Do you know how an investment banker can help you sell your company? Do you know the questions to ask to find the right one to help close the transaction? Bill Snow, an experienced Investment Banker, offers his insights into the top five myths surrounding hiring and working with an investment banker.   View the complete show notes for this episode.   Want To Learn More?  Net Working Capital (NWC) for M&A – A Complete Guide Do I Need to Hire a Local Business Broker? What Percentage of Businesses Sell? Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Business Of Biotech
Deal And Investment Trends With Investment Banker David Sans

Business Of Biotech

Play Episode Listen Later Apr 7, 2025 46:43 Transcription Available


We love to hear from our listeners. Send us a message. Today we're talking life sciences investment trends and risks with David Sans, an investment banker with an academic background in chemical engineering and molecular modeling, and a professional background that began in Big Pharma and shifted to investing over 15 years ago. Our conversation covers patent cliff implications, hot therapeutic areas and delivery mechanisms, geopolitical risks, alternative funding strategies, and private equity's move upstream to pre-clinical and pre-revenue biotech. Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com. Subscribe to our monthly Business of Biotech newsletter. Get in touch with guest and topic suggestions: ben.comer@lifescienceleader.comFind Ben Comer on LinkedIn: https://www.linkedin.com/in/bencomer/

The Dana Show with Dana Loesch
Tariffying Predictions, Ja Morant's Gun Fingers & Texas RINO's

The Dana Show with Dana Loesch

Play Episode Listen Later Apr 4, 2025 107:48


March job numbers surpass expectations. Trump holds up a gold card with his face on it and says “For $5 million, this can be yours”. Memphis Grizzlies Star Ja Morant gets fined $75,000 for a “gun celebration” after hitting a three-pointer. A Texas high school football star, Austin Metcalf, is stabbed in the heart, left to die in his twin brother's arms at a track meet as the issue has become racial. Amy Klobuchar gets OWNED when asked about threatening SCOTUS Justices. Democrats are ironically against taxes as they root against Trump's tariffs. Trump comes out in favor of proxy voting, at odds with most Republican women. TX Rep. Brian Harrison joins us to discuss his mic getting cut off in the Texas Legislature over speaking out for true conservatives, Texas RINO's not voting for President Trump's agenda and much more. Dana asks if the short-term economic pain will affect the Republicans' chances in the Midterm elections if they take too long to recover. Investment Banker and Economist Carol Roth joins us to talk all things tariffs, the market reaction and the importance of permanent tax cuts.Thank you for supporting our sponsors that make The Dana Show possible…Relief Factorhttps://relieffactor.com Turn the clock back on pain with Relief Factor. Get their 3-week Relief Factor Quick Start for only $19.95 today! Goldcohttps://DanaLikesGold.com  My personal gold company - get your GoldCo 2025 Gold & Silver Kit. PLUS, you could qualify for up to 10% in BONUS silverByrnahttps://byrna.com/dana Don't leave yourself or your loved ones without options. Visit Byrna.com/Dana receive 10% off Patriot Mobilehttps://patriotmobile.com/Dana Dana's personal cell phone provider is Patriot Mobile. Get a FREE MONTH of service code DANA HumanNhttps://humann.com Support your metabolism and healthy blood sugar levels with Superberine by HumanN. Find it now at your local Sam's Club next to SuperBeets Heart Chews. Tax Network USAhttps://TNUSA.com/DANA Don't let the IRS's aggressive tactics control your life empower yourself with Tax Network USA's support.  Reach a USA based agent @ 1(800) 958-1000 - Don't fight the IRS aloneKelTechttps://KelTecWeapons.com See the NEW PS57 - Keltec Innovation & Performance at its best All Family Pharmacy https://AllFamilyPharmacy.com/Dana Code Dana10 for 10% off your entire order

The Roundtable
4/3/25 Panel

The Roundtable

Play Episode Listen Later Apr 3, 2025 80:13


The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Senior Fellow for Health Policy at The Empire Center for Public Policy Bill Hammond, Vice President for Editorial Development at the New York Press Association Judy Patrick, and Investment Banker on Wall St. Mark Wittman.

The Chief Strategy Officer Podcast
Working with Investment Bankers: Strategy First, Deal Second

The Chief Strategy Officer Podcast

Play Episode Listen Later Mar 29, 2025 28:25


If you're a strategy leader stepping into M&A or refining your inorganic growth strategy, there's one relationship that can either propel you forward or hold you back: your relationship with investment bankers. In this episode, we dive deep into the often opaque world of investment banking with two strategy executives who've worked across both sides of the deal table.    Together, our guests bring more than 40 years of combined experience across investment banking, M&A strategy, and corporate development—having led acquisitions and divestitures in both public and private companies, across industries and borders.  Michael Arlotto is the Global Head of Corporate Development and Ventures at Kenvue, an American consumer health company and the proprietor of many brands you've heard of, like Band-Aid, Benadryl, Neutrogena and Tylenol.  Chris Nuttall is the Executive Vice President of Corporate Development at Bazaarvoice, an American tech company that helps brands collect and leverage UGC, which stands for user-generated content. Together, the three of us explore:- How to assess and build the right relationship with an investment banker  - What “transformative M&A” really means—and how to pull it off  - The soft skills and cultural fit that matter just as much as deal terms  - How to avoid M&A regret by starting with strategy and ending with integration  - Why successful M&A is less about buying a company—and more about buying into a multiyear business plan    Whether you're planning your first acquisition or fine-tuning your approach to external growth, this episode will help you build stronger partnerships, avoid costly missteps, and execute deals that deliver long-term value.Learn more about Outthinker's community of chief strategy officers - https://outthinkernetwork.com/Follow us on LinkedIn - https://www.linkedin.com/company/outthinker-networksLearn more about Outthinker's community of chief strategy officers - https://outthinkernetwork.com/Follow us on LinkedIn - https://www.linkedin.com/company/outthinker-networksLearn more about Outthinker's community of chief strategy officers - https://outthinkernetwork.com/Follow us on LinkedIn - https://www.linkedin.com/company/outthinker-networks Learn more about Outthinker's community of chief strategy officers - https://outthinkernetwork.com/ Follow us on LinkedIn - https://www.linkedin.com/company/outthinker-networks

The Roundtable
3/20/25 Panel

The Roundtable

Play Episode Listen Later Mar 20, 2025 74:53


The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are public policy and communications expert Theresa Bourgeois, Senior Fellow for Health Policy at The Empire Center for Public Policy Bill Hammond, Theatre Artist, Arts Advocate, Activist and Executive Director for "Project Sage" in Lakeville, CT Kristen van Ginhoven, and Investment Banker on Wall St. Mark Wittman.

1LIVE Krimi
Die Flüsterer - Vom Erfolgsmenschen zum Kindermörder

1LIVE Krimi

Play Episode Listen Later Mar 9, 2025 48:20


Philip Dix hat nachts schöne Träume und tagsüber große Ziele: Er ist Investment-Banker, glücklich verheiratet, 35 Jahre alt, vor sich eine steile Karriere. Bis er schwer verunglückt und sich sein Bewusstsein verändert. Von Bodo Traber und Tilman Zens Mit Barnaby Metschurat, Janina Sachau, Carlo Ljubek, Robert Gallinowski u.a. Regie: Petra Feldhoff WDR 2008 Podcast-Tipp: Miami Punk https://1.ard.de/miamipunk Von Bodo Traber und Tilman Zens.

The Roundtable
3/6/25 Panel

The Roundtable

Play Episode Listen Later Mar 6, 2025 79:59


The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Executive Director of The Legal Aid Society of Northeastern New York Nic Rangel, Former Times Union Associate Editor Mike Spain, and Investment Banker on Wall St. Mark Wittman.

The IDEAL Investor Show: The Path to Early Retirement
How Cameron Bishop Grew a $7 million company into a $400 million industry

The IDEAL Investor Show: The Path to Early Retirement

Play Episode Listen Later Mar 5, 2025 33:35


A seasoned CEO, investment banker, and M&A expert specializing in preparing privately held businesses for successful exits. With over 70 transactions totaling $650 million in enterprise value, Cameron Bishop's career highlights include scaling a $7 million company to $400 million and co-founding a PE-backed firm that grew to $120 million in just three years. Today, he helps business owners maximize their company's value and navigate the complexities of the sale process.Why listen to our interview with Cameron Bishop:[00:00-08:53] From Copywriter to Investment Banker[08:54-13:26] Generational Differences pose a future challenge[13:27-14:35] Sponsor: Franchising made easy[14:36-26:02] Misconceptions and Realistic Valuations[27:52-31:24] AI's Impact on Business Sales [31:25-33:35] Investor Q&ACheck Cameron's work at https://raincatcher.com/****INTERESTED IN FRANCHISING BUT DON'T KNOW WHERE TO START? Grab Bob Bernotas' free course for a limited time only at edu.franchisewithbob.com/idealAny questions?*** Interested in our $10k/month passive strategy? Just sign up for our newsletter at https://bit.ly/iwg-strategy BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We'd love to build a community of like-minded people like YOU!

The Roundtable
2/27/25 Panel

The Roundtable

Play Episode Listen Later Feb 27, 2025 84:23


The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are communications expert and Founder/President of Stanhope Partners Bob Bellafiore, Senior Fellow for Health Policy at The Empire Center for Public Policy Bill Hammond, a grants analyst based in Albany Emily Honen, and Investment Banker on Wall St. Mark Wittman.

The Roundtable
2/20/25 Panel

The Roundtable

Play Episode Listen Later Feb 20, 2025 83:15


The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are public policy and communications expert Theresa Bourgeois, Former New York 19th Congressman and NY Assemblyman John Faso, Political Consultant and Lobbyist Libby Post, and Investment Banker on Wall St. Mark Wittman.

Investors & Operators
Episode 130: Kevin Stark, Former Navy SEAL & Marc Cabrera, Former Investment Banker

Investors & Operators

Play Episode Listen Later Feb 20, 2025 94:52


Topics:How to Avoid Mid-Career BurnoutConfusing Activity with ProductivityBuilding Mental Resilience Through Endurance...and so much more.Top TakeawaysWrite your own eulogy to reframe success. Professionals often hit a mid-career plateau where work feels less fulfilling. Kevin shares practical exercises to help reframe your purpose. One standout is the "Tombstone Exercise": write what you'd want on your tombstone or in your eulogy. This helps separate transactional accomplishments from transformational impacts. After all, most people want to be remembered as a good father, husband, mentor, or community leader—not just a top-performing MD.Energy management beats time management. Time is finite, but energy can be optimized. Kevin, Marc, and Jordan agree that true productivity doesn't come from packed calendars or inbox zero. It comes from understanding when and how your energy peaks and protecting it for the moments that matter most—like deep work sessions or family time. Try this: audit your schedule for the next week, identify your high-energy hours, and reserve them for your most important tasks.The Dirt Bike Rule: How to navigate through life's toughest ruts. When you hit a professional or personal rut, sometimes the best approach is to stay put. Marc uses a dirt bike analogy: on a rough trail, gripping the handlebars too tightly or forcing your way out often makes things worse. Stay loose, focus on the process, and ride it out. Moments like these build the patience, resilience, and perspective you need for long-term success.Recommended Reads from This Episode“Never Enough” by Mike Hayes: Reframes success as aligning your life with a deeper mission rather than endlessly chasing more.“Happier” by Tal Ben-Shahar: Explains how balancing present enjoyment with future purpose leads to greater happiness.“Deep Work” by Cal Newport: Teaches how to structure your time for focus, creativity, and high-impact work.“The Psychology of Money” by Morgan Housel: Challenges the idea that wealth is about income, emphasizing control over time instead.“The Comfort Crisis” by Michael Easter: Explores how embracing discomfort—rather than fighting it—can lead to growth.About Kevin StarkKevin Stark is a former Navy SEAL with 20+ years of experience, including time as a BUD/S instructor. Now a leadership coach, speaker, and ultra-endurance athlete, Kevin brings the same grit and mental toughness from his military career into his coaching. His programs help people reconnect with their core values and find meaning in the work they do every day.About Marc CabreraMarc Cabrera is a former investment banker with 25+ years of experience, including multiple PE exits and board positions. After a successful career on Wall Street, Marc stepped away from finance to focus on family, community, and personal growth. He now serves as a volunteer firefighter and uses his experience to mentor others.

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
Why You Need an M&A Attorney and How to Work with Them

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later Feb 19, 2025 58:53


If you are selling your business, you need an attorney. But do you know how to hire one? Get insider tips from Jude David, an Investment Banker and former M&A Attorney, on the biggest mistakes to avoid, what experience to look for, how to set expectations, tips on fees, and much more so you can get the right M&A attorney to help sell your business. View the complete show notes for this episode. Want To Learn More? Negotiating the Letter of Intent M&A Negotiating Tactic #1 – Honesty The M&A Purchase Agreement | An Overview Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Lifetime Cash Flow Through Real Estate Investing
Ep #1,068 - MFRS - How a Former Investment Banker Acquired 1,000+ Units In 1 Year

Lifetime Cash Flow Through Real Estate Investing

Play Episode Listen Later Feb 14, 2025 27:34


Ali Choucri is an Egyptian-American finance and real estate professional based in Massachusetts, specializing in senior housing acquisitions and developments across Greater Boston. A key contributor at Cougar Capital, he focuses on capital raising, marketing, and investor relations. His first major deal as a Warrior was acquiring a 196-unit senior housing facility in Long Island at a deep discount, aligning with his strategy of targeting distressed properties with low occupancy and financial challenges. Ali holds a BA in English from Seattle University and an MBA from Northeastern University.   Here's some of the topics we covered:   From Egypt Living To Real Estate In Boston Transferring From Real Estate To Senior Living Ali's Hidden Superpower For Success 196 Unit Senior Assisted Living In Upstate New York The States Ali Likes To Operate In Finding Distressed Assets and Improving Them Why Ali Shifted From Real Estate To Senior Living  Good and Bad Decisions In The Senior Living Sector What Causes Distress In Senior Living Assets Why Ali Joined Rod's Warrior Group   If you'd like to apply to the warrior program and do deals with other rockstars in this business: Text crush to 72345 and we'll be speaking soon.   For more about Rod and his real estate investing journey go to www.rodkhleif.com  

The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth
Investment Banker Trever Acers Reveals What Most Entrepreneurs Get Wrong About Selling Their Business (#411)

The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth

Play Episode Listen Later Feb 10, 2025 64:22 Transcription Available


Send us a textUnlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today

Hudson Mohawk Magazine
Armao on the Brink with Investment Banker Mark Wittman

Hudson Mohawk Magazine

Play Episode Listen Later Feb 5, 2025 10:00


Chapter 43: On the Brink of Who the Hell Knows What? In this chapter Malcolm Nance talks with Rosemary and long-time investment banker Mark Wittman about the dangers in sees coming in the new Trump Regime including civic violence and mutiny in the military and what citizens ought to do about it. Mark Wittman earned his MBA in finance from NYU and has worked as an investment banker for more than 25 years. He has provided financing and strategic guidance to consumer products clients in the US and globally. He is a regular on WAMC's Round Table panel talking about all he knows. Malcolm W. Nance is an author and media pundit whose commentary is based on his long-time career as a counter-terrorism and terrorism intelligence consultant for the U.S. government's Special Operations, Homeland Security and Intelligence agencies. A 20-year veteran of the US intelligence community's Combating Terrorism program and a six year veteran of the Global War on Terrorism he has extensive field and combat experience as an field intelligence collections operator, an Arabic speaking interrogator and a master Survival, Evasion, Resistance and Escape (SERE) instructor.

DTC Podcast
Bonus: Rethinking Profitability: How to Market Like an Investment Banker with Bradley Keefer from Keen

DTC Podcast

Play Episode Listen Later Feb 5, 2025 47:26


Subscribe to DTC Newsletter - https://dtcnews.link/signup Welcome to the DTC Podcast! Today, we're joined by Bradley Keefer, CRO of Keen Decision Systems, to discuss how brands can elevate their marketing game by thinking like investment bankers. Bradley dives deep into why ROAS alone doesn't cut it anymore and explains how brands can use holistic data to align short-term performance with long-term profitability. Download the 2024 Performance Insights & Strategic Investment Guide for 2025: https://bit.ly/3Wv8oun Key Insights from This Episode: Rethink ROAS: Why traditional metrics fail to account for long-term value. Funnel Balancing: Moving from a 50-50 mix to an optimal 70-30 top-to-bottom strategy. Interaction Effects: How channels like connected TV and organic social can amplify each other. Avoiding Pitfalls: Why “shiny object” channels like TikTok Shop or TikTok ads need careful consideration. Tune in to learn how Keen Decision Systems is helping brands create marketing strategies that deliver predictable, profitable growth. Timestamps: 00:00 - Why Marketers Must Justify Their Existence 02:10 - The Investment Banker Mindset for Marketing 04:45 - Rethinking ROAS and Measuring Profitability 07:55 - How Brands Should Balance Top vs. Bottom Funnel Spend 11:20 - The Power of Interaction Effects in Marketing 14:30 - Scaling Up with Tentpole Events and Viral Moments 18:15 - When and How to Move Up the Funnel 22:40 - TikTok vs. Meta: The Future of Social Commerce 26:10 - The Role of AI and Data in Marketing Decisions Hashtags: #MarketingStrategy #DTCGrowth #DigitalAdvertising #Ecommerce #MarketingData #BrandBuilding #ROAS #SocialCommerce #TikTokMarketing #PaidMedia #InvestmentMindset #MarketingMetrics Subscribe to DTC Newsletter - https://dtcnews.link/signup Advertise on DTC - https://dtcnews.link/advertise Work with Pilothouse - https://dtcnews.link/pilothouse Follow us on Instagram & Twitter - @dtcnewsletter Watch this interview on YouTube - https://dtcnews.link/video

The Roundtable
1/30/25 Lockbox Panel

The Roundtable

Play Episode Listen Later Jan 30, 2025 63:25


The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are public policy and communications expert Theresa Bourgeois, Vice President for Editorial Development at the New York Press Association Judy Patrick, and Investment Banker on Wall St. Mark Wittman.

ValuationPodcast.com - A podcast about all things Business + Valuation.
From One Generation to the Next: Strategies For Selling a Family Business

ValuationPodcast.com - A podcast about all things Business + Valuation.

Play Episode Listen Later Jan 30, 2025 70:56


From One Generation to the Next: Strategies For Selling a Family Businesswww.valuationmediation.comWelcome to ValuationPodcast.com, a series dedicated to exploring the intricate world of business and valuation. I'm your host, Melissa Gragg, a mediator and business valuation expert based in St. Louis, Missouri. Today, I'm joined by Kirk Michie, founder of Candor Advisors and a seasoned expert in assisting entrepreneurs and high-net-worth families with strategic planning and legacy objectives. Our discussion today centers on the challenges and strategies involved in selling multi-generational family businesses.Questions Addressed:What are the dynamics that multi-generational businesses face, especially when considering a sale?What are some common challenges you've seen in multi-generational businesses as they prepare for a transition or sale?How do the challenges differ from those faced by first-generation businesses?What are some effective succession planning strategies for family-owned businesses looking to preserve their legacy while preparing for a sale?Key Takeaways:Complex Dynamics of Multi-Generational Businesses: Multi-generational businesses often face unique challenges compared to first-generation businesses. These can include differing opinions among family members about selling, maintaining legacy, and the emotional connections to the business's history and community impact.Strategic Planning and Liquidity Considerations: For businesses that span generations, strategic planning is crucial, especially when deciding whether to sell. These decisions can significantly affect not just the immediate family but also extended family members who might be reliant on the business for their livelihood.Importance of Professional Management: Kirk underscores the importance of professional management in multi-generational firms, especially when the current family members may not be interested or capable of continuing the business legacy. This can involve hiring external executives to ensure the company remains profitable and prepared for potential sale or succession.Dealing with Internal and External Expectations: Managing expectations both within the family and with potential buyers is a delicate balance. The discussion points out that internal family dynamics, such as unresolved conflicts or differing visions for the business's future, can complicate negotiations and the overall transaction process.Preparation for Transition or Sale: Adequate preparation for selling or transitioning a multi-generational business is critical. This includes cleaning up the books, ensuring proper legal documentation is in place, and possibly restructuring the business to make it more appealing and understandable to potential buyers.Connect with Kirk:kmichie@candor-advisors.com https://candor-advisors.com/about-kirkhttps://www.EBITDAUniversity.comConnect with Melissa:Melissa Gragg  CVA, MAFF Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  https://www.thedivorceallies.com/Cell: (314) 541-8163business valuation,business evaluation,business valuation expert,valuation mediation,financial mediator,financial mediation,financial mediation expert,mergers and acquisitions,selling a company,first generation family business,family business for sale,selling a family business,exit planning,exit planning expert,buying a family business,family business,m&a,investment banking,investment bankerSupport the show

Investment Banking Insights
FINRA Requirements for Investment Bankers

Investment Banking Insights

Play Episode Listen Later Jan 28, 2025 7:48


After you get the internship and secure the return offer, what's next? To get licensed as an investment banker, you have to take a few tests....bummer right? Don't worry, these are standardized exams that will draw on a lot of knowledge you've already been learning. Let's dive into exactly what these tests are so you know how to approach them when you're ready.Contact: investmentbankinginsights@gmail.com

The Sea Captain Way
Investment Banker to Rancher with Erik Abraham

The Sea Captain Way

Play Episode Listen Later Jan 23, 2025 25:40


This podcast features Erik Abraham, a Managing Partner at EJA Holdings and a Founder of Abraham Ranch, a non-profit dedicated to rescuing farm animals such as horses, cows, goats and pigs. Key points:Erik worked as an entrepreneur in the oil and gas industry in Wyoming, Colorado, and Nebraska. Erik talks about what that experience was like and how he was able to succeed.Erik and his wife Katie have a passion for animal welfare and founded Abraham Ranch in Clarkston, Michigan, a northern suburb of Detroit. Abraham Ranch is a non-profit organization dedicated to the rescue of farm animals, all of which reside at the 140 acres of property. Abraham Ranch also serves as a resource for education about animals, nature and the environment as well as a retreat destination for humans who need to reconnect with nature. One of the ways Erik and Katie give back to the community is by working with a Foundation called 42 Strong. The Foundation was established as a peer-to-peer mentoring program after a school shooting in his area a few years ago. SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Erik Abraham Abraham RanchLinkedIn Now Available!The Sea Captain Way for Financial Advisors

The Roundtable
1/21/25 Panel

The Roundtable

Play Episode Listen Later Jan 21, 2025 90:19


The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are public policy and communications expert Theresa Bourgeois, Former New York 19th Congressman and NY Assemblyman John Faso, Former New York 19th Congressman Marc Molinaro, Vice President for Editorial Development at the New York Press Association Judy Patrick, and Investment Banker on Wall St. Mark Wittman.

The Wall Street Skinny
133. The Skinny on...TikTok Sale-or-Ban, CA Fires & Insurance, & the Biz of Big Banks

The Wall Street Skinny

Play Episode Listen Later Jan 17, 2025 31:13


Send us a textIn this episode of "The Skinny On...", we discuss the looming deadline for a sale or potential ban of TikTok in the United States, and speculate as to who might rescue it with a purchase. We approach the problem through the lens of an Investment Banker, thinking through the comps, valuation metrics, strategic interests, and antitrust implications.We also follow up on last week's conversations about the wildfires in California from a homeowner's insurance standpoint, and address the complexities of state-by-state legislation which, while perhaps well-intentioned, has led to disastrous consequences when ti comes to coverage in the impacted areas around LA.And finally, we share a personal story about how investment bankers can be pretty dumb when it comes to personal banking. We explain why banks don't pay anything on their deposits relative to their scrappier competitors, and how we almost forgot this ourselves.Check out our FREE LIVE MASTERCLASS on Jan 23rd at 12pm EST!  Learn the key technical concepts you need to ace your Investment Banking or Private Equity interviews. Even if you can't join live, register now to catch the 48h replay!https://courses.thewallstreetskinny.com/Jan2025-masterclass-registration-page-IB-technicals?utm_source=the-wall-street-skinny.beehiiv.com&utm_medium=newsletter&utm_campaign=no-bs-just-bullish&_bhlid=c96d5fc1164a9281b4369dc76031e1d4a42ea76eCheck out Public.com at the link http://public.com/wallstreetskinny For more information about Kaplan, visit the link HEREJoin our PE / IBD January 23rd Masterclass HEREOur Investment Banking and Private Equity Foundations course is LIVE: Or for our "Express Workout", our one hour top 5 technicals you must know for investment banking Masterclass, purchase for $49 HEREOur content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS...

Enter the Lionheart
#170: Brad Anastasia: Mastery & Happiness; Reflections & Goals for 2025

Enter the Lionheart

Play Episode Listen Later Jan 3, 2025 67:30


Brad Anastasia is a former Investment Banker who became so burnt out with the Rat Race, that he quit the Corporate Dream and moved to South America to search for answers on how to live a life worth living. He realized that it was happiness itself, that was the ultimate currency. He wrote a book that focused on the path to happiness, and started a new life of balance and fulfillment. He is a Jiujitsu Black Belt and Marathon Runner.  https://www.bradanastasia.com/  Check out the latest episode here: Apple Podcast: https://podcasts.apple.com/us/podcast/enter-the-lionheart/id1554904704 Spotify: https://open.spotify.com/show/4tD7VvMUvnOgChoNYShbcI

The Roundtable
1/3/25 Panel

The Roundtable

Play Episode Listen Later Jan 3, 2025 89:28


The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Former EPA Regional Administrator, President of Beyond Plastics and faculty member at Bennington College Judith Enck, CEO of The Business Council of New York State Heather Mulligan, and Investment Banker on Wall St. Mark Wittman.

Poised for Exit
From The Vault: Private Investigators and Dealmakers are Teaming up More Often than Ever!

Poised for Exit

Play Episode Listen Later Jan 1, 2025 26:48


From The Vault:Private Investigators and Dealmakers are Teaming up More Often than Ever!We covered an unusual topic in this episode, that we learned wasn't so unusual afterall. Private investigations within the M&A space. As buyers and sellers become more leary of the trustworthiness between them during dealmaking, the advisory team is completing the circle of trust by having what they disclose verified. Our guest today is Tom Jaeb, Founder and Managing Director of JR Risk Advisors. Tom's background in private investigations goes back to working with his brother's PI firm in 1993. When that firm sold, he and his brother took a year off to honor the Non Compete and then launched J2 Risk Advisors. This time around, their sole focus is on M&A transactions, being hired by PE firms, Investment Bankers, and others in the Dealmaking space. They verify all kinds of information that has been disclosed, and watch for red flags in areas that could be missed by the untrained eye.You'd think that a credit report, courthouse search, and online search would bring up enough to make a case for or against a deal going through, but J2 digs deeper. They conduct research that examines the Press, Social Media, College Degrees, and other background sources as well.Tom says that most deals are free of 'red flag' items that would derail a transaction. However, he said that each search uncovers things that weren't necessarily discussed or disclosed, simply because the buyer or seller didn't think it was relevant. Say for instance a lawsuit settlement that the company was a party to 10 years ago. The key to deciding whether research and analysis are necessary is to determine if there are patterns of behavior or isolated incidents. When it's a pattern, it's a red flag, but if it's something that happened once many years ago, they're not going to be as concerned.Tom shared some intriguing client stories that you will find surprising! He said that Private Investigations during the dealmaking stages are more common than you think. The point about trustworthiness can be carried over from little things to big things; it's then up to the buyer or seller to decide whether to move forward.Listen to the episode here!Connect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor

Conversations
Richard's Most Memorable Guests — Shaun Christie David

Conversations

Play Episode Listen Later Dec 23, 2024 51:00


Conversations is bringing you a summer treat — a collection of Richard's most memorable guests through out the years.Shaun Christie David grew up eating the Sri-Lankan recipes his mother brought with her from Sri Lanka. After a life-change trip to his parent's homeland, Shaun left a successful career in finance to open a social enterprise restaurant, Colombo Social, giving jons to refugees and serving food from his mother's cookbook. Shaun Christie-David's family migrated to Australia during the Sri Lankan civil war.The family's three sons grew up in a house full of home-cooked food and love, with dishes like 48-hour Mudcrab on the menu at Christmas.In 2019, Shaun set up Colombo Social, a restaurant giving jobs to refugees and people seeking asylum, serving food straight from his mum's cookbook.Starting the restaurant was a sharp turn in his own life.Shaun had left Sydney's Western suburbs at 18 determined to make a lot of money in the finance world. But at 28, at the pinnacle of his career in banking, a trip to Sri Lanka changed everything.This episode of Conversations contains discussions about immigration, migrants, Sri Lanka, multiculturalism, childhood memories, cooking, family, mothers, fathers, sons, siblings, brothers, high school, racism, finance, success, money, careers, mudcrabs, Christmas, chicken biryani, spices, recipes, traditions, culture, Sri Lankans, restaurants, social enterprise, charity, refugees, asylum seekers, support, disabilities, homelessness, unemployment, support, Plate It Forward, Colombo Social, Kabul Social, Sydney, NSW, Afganistan, Ukraine, purpose, giving. 

The Roundtable
12/13/24 Panel

The Roundtable

Play Episode Listen Later Dec 13, 2024 80:06


The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are Health Policy Analyst Bill Hammond, Semi-retired, Editor at large/columnist/editorial writer, Times Union Jay Jochnowitz, CEO of The Business Council of New York State Heather Mulligan, and Investment Banker on Wall St. Mark Wittman.

The Owner Operator Podcast
56: TEXAS INVESTMENT BANKER BUILDS EXCAVATION & TRUCKING COMPANY FROM STARTUP W/ STEVEN DAY

The Owner Operator Podcast

Play Episode Listen Later Dec 6, 2024 57:51


On this week's podcast episode, I sat down with Steven Day, founder of Armor Excavating, to explore how he built a thriving excavation and trucking business in Texas from the ground up. If you're a local service business owner looking to scale your operations while keeping costs under control, this episode is packed with insights you won't want to miss. Steven shares how he leveraged his financial background, focused on customer needs, and built a team and processes that drive success. Here's what we covered: - How to identify untapped market opportunities and capitalize on them - The benefits of starting small and scaling strategically - Tips for managing equipment downtime and improving profitability - Why building relationships with trusted partners can accelerate growth - The power of refining pricing and cost structures to stay ahead - How to create a culture of excellence and loyalty with your team - Leveraging tax strategies to fund growth sustainably Whether you're just starting out or already running a seven-figure business, this episode is packed with actionable advice to help you level up. Enjoying the podcast? We'd love a 5-star review on Apple or Spotify! If you're watching on YouTube, don't forget to like and subscribe. This episode is brought to you by: Land Service Marketers: Experts in lead generation and content creation for businesses like excavation, grading, and snow removal. Stryker Digital: SEO specialists helping local service contractors dominate search rankings and attract more leads. Dialed In Bookkeeping: Providing bookkeeping, job costing, and financial clarity for service-based businesses. For more tips and insights, check out the OWNR OPS Weekly Newsletter and join our free Skool group for service business owners: https://www.skool.com/ownr-ops/about.

M&A Science
What Elite Investment Bankers Do Differently in M&A

M&A Science

Play Episode Listen Later Nov 27, 2024 74:46


Avinash Patel, Partner at PJT Partners (NYSE: PJT) ‍ Investment bankers aren't always seen as trusted advisors; some see them as deal-pushers, prioritizing fees over friendships. The skepticism is fair, but many miss the point of what they actually bring to the table.  ‍ In this episode of the M&A Science Podcast, Avinash Patel, Partner at PJT Partners, offers an insider's view on what investment bankers really do in M&A, from guiding strategic vision to wielding influence in complex transactions.   Things you will learn: ‍ • Why investment bankers face a reputation challenge • Building influence and shaping strategy through relationship investment • Working with public vs. private companies as an investment banker • Evaluating the right private equity partner • Finding the right advisory partnership   ******************* This episode is sponsored by S&P Global. S&P Global Market Intelligence has private companies covered. Whether you're looking for your next investment or M&A target,  conducting peer comparisons, assessing counterparty credit risk, or monitoring your supply chain, S&P Capital IQ Pro's extensive private company data can give you the insights you need for a competitive edge. Uncover tangible insights on private companies by visiting spglobal.com/privatecompanydata   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* 00:00 Intro 08:37 Why investment bankers face a reputation challenge 13:29 The role of investment bankers 17:21 Building influence and shaping strategy through relationship investment 21:36 Tailor advice and introductions for big-company impact 23:31 Example of companies turning strategic advice into growth 30:08 Working with public vs. private companies 32:21 Role play: Scaling through organic growth and strategic acquisitions 44:19 Leveraging investment bankers to identify strategic carve-out opportunities 48:29 Building selective PE relationships for carve-out deals 50:54 Evaluating the right private equity partner - willing to answer 55:47 The importance of buyer-led M&A integration planning 1:06:29 Finding the right advisory partnership 1:08:18 Craziest thing in M&A  

The Roundtable
11/26/24 Panel

The Roundtable

Play Episode Listen Later Nov 26, 2024 78:00


The Roundtable Panel: a daily open discussion of issues in the news and beyond. Today's panelists are the Ulster County Comptroller and the former president and CEO of the Community Foundations of the Hudson Valley March Gallagher, Tetherless World Professor of Computer, Web and Cognitive Sciences at RPI Jim Hendler, and Investment Banker on Wall St. Mark Wittman.

M&A Science
What Elite Investment Bankers Do Differently in M&A

M&A Science

Play Episode Listen Later Nov 25, 2024 21:19


Avinash Patel, Partner at PJT Partners (NYSE: PJT) ‍ Investment bankers aren't always seen as trusted advisors; some see them as deal-pushers, prioritizing fees over friendships. The skepticism is fair, but many miss the point of what they actually bring to the table.  ‍ In this episode of the M&A Science Podcast, Avinash Patel, Partner at PJT Partners, offers an insider's view on what investment bankers really do in M&A, from guiding strategic vision to wielding influence in complex transactions.   Things you will learn: ‍ • Why investment bankers face a reputation challenge • Building influence and shaping strategy through relationship investment • Working with public vs. private companies as an investment banker • Evaluating the right private equity partner • Finding the right advisory partnership   ******************* This episode is sponsored by S&P Global. S&P Global Market Intelligence has private companies covered. Whether you're looking for your next investment or M&A target,  conducting peer comparisons, assessing counterparty credit risk, or monitoring your supply chain, S&P Capital IQ Pro's extensive private company data can give you the insights you need for a competitive edge. Uncover tangible insights on private companies by visiting spglobal.com/privatecompanydata   This episode is also sponsored by DealRoom AI, the latest innovation from DealRoom designed specifically for M&A professionals. DealRoom AI automates the analysis and extraction of key information from due diligence documents, empowering teams to save up to 80% of their time on document analysis and focus on what really matters—closing the deal.  Ready to streamline your M&A process? Visit dealroom.net today.   ******************* 00:00 Intro 08:37 Why investment bankers face a reputation challenge 13:29 The role of investment bankers 17:21 Building influence and shaping strategy through relationship investment 21:36 Tailor advice and introductions for big-company impact 23:31 Example of companies turning strategic advice into growth 30:08 Working with public vs. private companies 32:21 Role play: Scaling through organic growth and strategic acquisitions 44:19 Leveraging investment bankers to identify strategic carve-out opportunities 48:29 Building selective PE relationships for carve-out deals 50:54 Evaluating the right private equity partner - willing to answer 55:47 The importance of buyer-led M&A integration planning 1:06:29 Finding the right advisory partnership 1:08:18 Craziest thing in M&A  

Run The Numbers
Risk, Reward, and Revolution: Financing The Clean Future of Flight with ZeroAvia's Georgy Egorov

Run The Numbers

Play Episode Listen Later Nov 18, 2024 53:20


In this episode, CJ interviews Georgy Egorov, CFO of ZeroAvia, who shares his journey from pioneering AI drug discovery to co-inventing a Covid vaccine, and now leading the charge toward zero-emission aviation with hydrogen-powered airplanes. They talk about the complexities of getting funding for a climate tech company and the need for these products to outperform traditional options without relying on green labels. Then Georgy explains the importance of risk management in this industry and some of the many factors he has to consider. With roots in investment banking, he discusses how this experience has helped him become a better CFO and provides advice for identifying the right career opportunities. Tune in for a conversation with a forward-thinking CFO driving innovation in one of the world's most ambitious startups. If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.—SPONSORS:Leapfin is accounting automation software that automatically prepares and posts reliable journal entries. High-growth businesses like Reddit, Canva, and Seat Geek choose Leapfin to eliminate manual tasks, accelerate month-end close, and enable accounting leaders to provide faster insights to help their companies grow. To automatically standardize your revenue data with measurable business impact, check out leapfin.com today. Mercury is the fintech ambitious companies use for banking and all their financial workflows. With a powerful bank account at the center of their operations, companies can make better financial decisions and ensure that every dollar spent aligns with company priorities. That's why over 100K startups choose Mercury to confidently run all their financial operations with the precision, control, and focus they need to operate at their best. Learn more at mercury.com.Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.NetSuite provides financial software for all your business needs. More than 40,000 companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅, head to NetSuite https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning. Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at operators-guild.com. Maxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages.

The Austin Palacios Podcast
Investment Banker to Short Term Rental Investor l Michael Chang E35

The Austin Palacios Podcast

Play Episode Listen Later Nov 13, 2024 29:34


Tune in as Austin sits down with Michael Chang an investment banker turned Real Estate Investor. He talks about how he started an Airbnb Arbitrage business and left his 80-hour work weeks and a million a year income job to invest in Airbnb's full time.Connect with Austin: austin__palaciosConnect with Michael: michaelchangbnb

Black Entrepreneur Experience
BEE 489 Trailblazing Investment Banker: 20+ Years, $5 Billion in Transactions, Grace Vandecruze

Black Entrepreneur Experience

Play Episode Listen Later Nov 13, 2024 42:47


Grace Vandecruze is a CPA and financial advisor, Founder and Managing Director of Grace Global Capital, LLC.   Contact: https://www.graceglobalcapital.com Let's Connect and Engage: Leave a Google Review Today on what you enjoyed about Black Entrepreneur Experience Podcast. Connect on YouTube and Sign up for our newsletter and get updates.

Investment Banking Recruiting Secrets of the Top 1%
Episode 289: What Do Investment Bankers Do?

Investment Banking Recruiting Secrets of the Top 1%

Play Episode Listen Later Nov 8, 2024 8:51


Ever wondered what investment bankers actually do? This question is almost guaranteed to come up in your interviews—and knowing the answer is essential! In our latest episode, we're breaking it down for you. Discover the ins and outs of the transactions bankers advise on and get an insider look at the different groups within the industry. With this knowledge, you'll be ready to answer confidently and impressively. Make sure you're fully prepared for this must-know question! Want help securing an offer from a top tier firm on Wall Street? Apply here: wallstmastermind.com/applyutm_source=podcastep289

The Distraction: A Defector Podcast
Violator Was an Investment Banker in LA with Ray Ratto

The Distraction: A Defector Podcast

Play Episode Listen Later Nov 7, 2024 56:19


Defector's Very Own Ray Ratto joins Drew and Roth to talk only about sports and bagels and not about the election. We promise. First, they run through a game of How Fucked Is This NFL Team? It turns out, a lot of them are fucked. And in the second half, we have a heaping helping of Funbag questions, as they answer both written and voicemail questions from real listeners.Do you want to hear your question answered on the pod? Well, give us a call at 909-726-3720. That is 909-PANERA-0!Stuff We Talked AboutRaiders Fire Three Coaches For Lack Of Anything Else To DoIs Football-Shaped Bread the Wave of the Future?Got Bulgogi? The (Maybe True) Story Behind A 'New York Times' AdDo you want to hear your question answered on the pod? Well, give us a call at 909-726-3720. That is 909-PANERA-0!Sponsors- Raycon, where you can get up to 30% off sitewide at https://raycon.com/distraction- Betterhelp, where you can get 10% off your first month at https://betterhelp.com/distractionCredits- Hosts: Drew Magary & David Roth- Producer: Eric Silver- Editor: Brandon Grugle- Production Services & Ads: Multitude- Subscribe to Defector!About The ShowThe Distraction is Defector's flagship podcast about sports (and movies, and art, and sandwiches, and certain coastal states) from longtime writers Drew Magary and David Roth. Every week, Drew and Roth tackle subjects, both serious and impossibly stupid, with a parade of guests from around the world of sports and media joining in the fun! Roth and Drew also field Funbag questions from Defector readers, answer listener voicemails, and get upset about the number of people who use speakerphone while in a public bathroom stall. This is a show where everything matters, because everyone could use a Distraction. Head to defector.com for more info.

The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth
Unlocking Business Success with Expert Insights: A Deep Dive with Investment Banker Channing Hamlet (#380)

The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth

Play Episode Listen Later Oct 23, 2024 45:40 Transcription Available


Send us a text“Master sales and marketing to keep your options open.” - Channing HamletIn this episode of the Deep Wealth Podcast, Channing Hamlet, Managing Director at Objective Investment Banking and Valuation, shares his expertise on preparing businesses for successful exits. With over 25 years in the industry, Channing discusses critical steps such as establishing strong key performance indicators (KPIs), budgeting, and understanding market dynamics. He emphasizes the importance of creating a competitive buying process to maximize enterprise value and the role of strategic planning in optimizing business operations. The conversation also covers the evolving landscape of potential buyers including private equity and strategic buyers, and the necessity of differentiating a business to attract premium offers.00:00 Introduction to Channing Hamlet04:16 Channing Hamlet's Career Journey05:31 The Importance of Preparation for Business Exits07:51 Key Performance Indicators (KPIs) and Value Drivers20:47 Understanding Buyer Perspectives24:21 Dispelling Myths About Future Buyers25:13 Collaborating to Identify Buyers26:25 The Role of Private Equity27:11 Current Buyer and Investor Landscape28:53 Objective's Secret Sauce33:45 Creating a Competitive Process39:34 The Importance of Preparation41:38 Channing's Life Lessons and Wrap-UpClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEChanning Hamlet  | LinkedInLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (TodayResources To Have You Thrive And ProsperLooking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit. Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info. Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success. Here's to helping you unlock the riches and success you deserve! https://www.deepwealth.com/thriveContact Deep Wealth: Client testimonials The Deep Wealth Strategy Map LinkedIn Instagram Subscribe to The Deep Wealth Podcast Help us pay it forward by leaving a review.May you continue to thrive and prosper while remaining healthy and safe!

Rejuvenaging with Dr. Ron Kaiser
Strength in Surrender: Matt Dawson's Journey from Investment Banker to World Record Adventure Athlete"

Rejuvenaging with Dr. Ron Kaiser

Play Episode Listen Later Oct 22, 2024 25:39


In this episode of Rejuvenaging with Dr. Ron Kaiser, we welcome Matt Dawson, known simply as Dawson, an accomplished investment banker turned six-time world record endurance athlete and sought-after public speaker. Dawson shares his incredible journey of transformation, from working 80-100 hour weeks in the corporate world to undertaking some of the world's most extreme physical challenges, including climbing the highest peaks on each continent and trekking solo across Death Valley. His new book, Strength in Surrender, explores the powerful concept of embracing vulnerability and finding strength in letting go, and he offers insights into how we can apply his philosophies in our everyday lives regardless of whether we seek an extreme lifestyle.Dawson also opens up about the pivotal moment that led him to change his life path—an emotional trip to Everest Base Camp—and how it catalyzed his mission to live with purpose. He discusses the founding of the Dawson's Peak Foundation, a nonprofit committed to helping individuals discover their true potential and purpose. Working closely with veterans' charities like the Gary Sinise Foundation, Dawson and his team undertake ambitious expeditions to inspire others and raise funds, showing that life is about more than self-accomplishment; it's about using our abilities to elevate those around us.In his discussion with Dr. Ron, Dawson emphasizes that it's never too late to pursue a meaningful life and that small, intentional steps can make a huge difference, and those steps may be physical or in other areas of life. He shares practical strategies for finding purpose, building resilience, and contributing positively to the lives of others. Whether you're an adventure enthusiast or simply looking for ways to live a more fulfilling life, Dawson's inspiring message and actionable advice are sure to resonate.https://dawsonspeak.com/https://www.facebook.com/dawsonspeakcharityhttps://www.instagram.com/dawsonspeak/ Hosted on Acast. See acast.com/privacy for more information.

Jaxon Talks Everybody
#302 - Matt Dawson - The Power of Surrender and Self-Reflection

Jaxon Talks Everybody

Play Episode Listen Later Oct 22, 2024 57:08


Matt Dawson joins Something For Everybody this week. Matt Dawson (“Dawson”) is a M&A Investment Banker, corporate investor and small business operator turned multi-record holding endurance/adventure athlete; sought-after public speaker; lifestyle/performance coach; and Founder of Dawson's Peak Foundation. Dawson discusses his training and mindset for extreme expeditions, emphasizing the importance of perseverance and pushing through challenges. He shares his experience of overcoming fear and the need to constantly pursue personal growth. Dawson highlights the significance of taking small steps and not giving up on oneself. He also explores the balance between running away from something and running towards something in the pursuit of excellence. Matt's motto of 'Strength and Surrender' guides his life and the work of Dawson's Peak Foundation. - See discount for all the products I use and recommend: https://everybodyspod.com/deals/ - Shop For Everybody  Use code SFE10 for 10% OFF