Podcasts about llr partners

Channing Hamlet, Managing Director and Co-Founder of Objective, Investment Banking & Valuation, joins Amanda Ma, CEO & Founder of Innovate Marketing Group, to discuss the rising "flight to quality" in the event industry. Learn how consolidation is transforming the landscape — and how event businesses can adapt, scale, and thrive in a shifting market.About the guest:Channing Hamlet is the Managing Director and Co-Founder of Objective, Investment Banking & Valuation. He leads the firm's Business Services & Life Sciences Practice. With over 25 years of experience in investment banking and business valuation, Channing brings deep expertise and strategic insight to Objective's clients. His recent notable transactions include the sale of 360 Destination Management to H.I.G. Capital and Supreme to Trinity Hunt Partners. An active member of the Los Angeles advisor community, Channing has served on the boards of the Exit Planning Institute, ACG LA, and EO LA. He is also passionate about philanthropy, particularly through his involvement with Reality Changers.  Prior to joining Objective, Mr. Hamlet served as a Managing Director of Cabrillo Advisors, where he was instrumental in both leading their M&A execution and growing the valuation practice from inception into a national entity serving more than 700 clients in five years. Previously, he served as a Director at Vistage; Principal at LLR Partners, a $260 million private-equity firm; and member of Legg Mason's Investment Banking group. He has a Master's Degree in Operations Research and a Bachelor of Science in Mechanical Engineering from Cornell University. He holds FINRA Series 7, 63 and 79 licenses and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.Connect with Channing Hamlet on LinkedIn hereRead about the sale of 360 Destination Management Group hereDownload the The Introspective CEO's Guide to Selling a Business, a high-level workbook covering key considerations for those contemplating a sale here.Objective, Investment Banking & Valuation is a leading firm serving middle market companies across key industries including Business Services, Consumer, Healthcare Tech, Life Sciences, Manufacturing, and Technology. We offer M&A advisory through our investment banking group and a full suite of valuation services for tax, financial reporting, and strategic planning. Since 2006, our team has completed over 500 M&A deals and thousands of valuations. Learn more at objectiveibv.comThis podcast episode is for informational purposes only and does not constitute investment, legal, or tax advice. Securities offered through BA Securities, LLC, Member FINRA, SIPC. Objective and BA Securities, LLC are separate, unaffiliated entities.EventUp is brought to you by Innovate Marketing Group. An award-winning Corporate Event and Experiential Marketing Agency based in Los Angeles, California. Creating Nationwide Immersive Event Experiences to help brands connect with people. To learn more, click here⁠⁠.Follow us!Find us on ⁠⁠LinkedIn, ⁠⁠⁠⁠EventUp Podcast LinkedIn⁠⁠ , and ⁠⁠Instagram

Vince Hsieh is a two-time entrepreneur who has started, grown, and sold two industrial tech companies that included software and either an RFID or GPS device in the solutions. His second venture, Geoforce, raised a non-dilutive funding round to accelerate global growth before being successfully acquired by private equity investors LLR Partners in 2019. Their royalty-based funding round allowed Geoforce to skip a VC funding round, preserving founder equity and fueling their growth. After their acquisition, Vince shares that the founders saved tens of millions of dollars in founder equity value with their non-dilutive funding from Cypress Growth Capital. Vince eventually joined Cypress as a general partner, working with capital-efficient SaaS founders to help them build more enterprise value. Vince shares how royalty-based funding can be a very useful funding approach in specific situations. Quote from Vince Hsieh, partner at Cypress Growth Capital "Skipping a VC found by using non-dilutive funding made a huge difference to us at Geoforce, especially compared to my first startup where we did not have royalty-based funding in the middle from Cypress. We had just venture capital and then eventually sold to private equity. "So the math of royalty-based funding is amazing because from the time of our funding from Cypress to the time we sold to private equity, our equity, our value more than 10x'd. But we didn't pay back Cyprus anything close to 10X. "Had we raised several million dollars in VC funding with equity, there would have been easily tens of millions of dollars of difference between having done royalty-based funding and equity funding. And that tens of millions of dollars of difference went into our shareholders' pockets, including the founders and our friends and families who invested earlier." Links Vince Hsieh on LinkedIn Cypress Growth Capital on LinkedIn Cypress Growth Capital website Geoforce website Podcast Sponsor – Cypress Growth Capital This week's podcast is sponsored by my friends at Cypress Growth Capital. For 15 years, Cypress has provided non-dilutive growth funding to bootstrapped SaaS founders, including many successful founders I've interviewed here on this podcast. The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com/newsletter.

Kailee Costello hosts Matt Streisfeld, General Partner at Oak HC/FT. Oak is a venture and growth equity firm investing in companies driving transformation in healthcare and fintech. Oak was one of the earliest venture investors in fintech, and now has over $5B in assets under management. In this episode you will hear about: - The M&A environment for fintechs - Opportunities in AI and Machine Learning, and how Matt thinks about identifying “winners” in what is increasingly becoming a crowded space - The outlook for digital assets - Matt's personal philosophy on FinTech investing - And much more! About Oak HC/FT Oak HC/FT is a venture and growth equity firm investing in companies driving transformation in healthcare and fintech. Oak HC/FT partners with leading entrepreneurs at every stage, from seed to growth, to build businesses that make a measurable, lasting impact on these industries. Founded in 2014, the firm has $5.3 billion in assets under management. The partners at the firm have had 46 realizations and 35 companies achieving valuations in excess of $1 billion. About Matt Streisfeld Matt Streisfeld is a General Partner at Oak HC/FT. Matt joined the firm in 2015 and focuses on growth equity and early-stage venture opportunities in FinTech. Matt currently serves on the Boards of AU10TIX, CLARA Analytics, Highnote, Justt, Namogoo and ZenBusiness. He is also a Board Observer at Ocrolus and is actively involved with Blend (NYSE: BLND), Pagaya Technologies (NASDAQ: PGY) and Paxos. His prior investments include FastPay (acquired by AvidXchange), Groundspeed (acquired by Insurance Quantified), Kryon (acquired by Nintex) and Urjanet (acquired by Arcadia). Prior to joining Oak HC/FT, Matt was a Vice President with LLR Partners, a middle-market growth equity firm, where he focused on investments in financial services technology companies. Matt was previously a Senior Associate at Lightyear Capital, a private equity firm focused on middle-market financial services companies. Matt was also an Associate in the insurance investment banking group of Keefe, Bruyette & Woods. For more FinTech insights, follow us on WFT Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech WFT Instagram: instagram.com/whartonfintech Kailee's Twitter: @KaileeCostello_ Kailee's LinkedIn: https://www.linkedin.com/in/kaileecostello/

Dave Savage was a top-producing mortgage loan officer in the early 1990s who used computers and software to help him sell more. He became a software entrepreneur by creating a new software solution for loan officers to help them educate their clients and sell more. He sold $120,000 of Mortgage Coach on stage at a conference on their first day, which started their 25-year growth journey in the software business.  Mortgage Coach helps loan officers transparently present loan options and educate their clients about the financial impact, which differentiates the loan officer and helps them increase sales and referrals. It started as Windows software then eventually transitioned to the web and mobile devices.. The company grew steadily until the mortgage meltdown in the Great Financial Crisis of 2008-2010 caused its sales to plummet, but it didn't kill the company. After 2012, they started selling to large lending companies, not just individual loan officers.  Mortgage Coach was a growing and profitable software company with no outside investors when a majority of the company was acquired by private equity investor LLR Partners in 2021. Dave is no longer the CEO of the new company called Trust Engine but he is still is part-owner and an active executive leader helping to grow the impact of the new company. 

Ian Campbell is the founder of eseo, an app working to create a thriving community of athletes in Philadelphia. A lifelong lover of playing sports and being active, Ian launched eseo to make community sports easier to find and play through technology. Ian played DIII college basketball at Oberlin College and worked in the financial industry for 6 years before launching eseo. Prior to founding eseo, Ian worked at LLR Partners in their B2B Software Investment Team, where he evaluated and collaborated with companies to achieve high-impact growth initiatives and create long-term value. He was an analyst at Harris Williams & Co before joining LLR Partners. Ian received a B.A. in Mathematical Economics from Oberlin College. The moderator is our very own Rohit Malrani, Co-Founder of OfficeHours and formerly SourceScrub and Battery Ventures. This episode covers topics such as: Day in the Life How did you make the transition from an Analyst to a Senior Associate to launching your own company? What was it like to work in the sports industry compared to the banking industry? What inspired you to pursue this career path? Would you advise others to take that route? Advice for anyone looking to break into B2B software investment, investing, banking in general, or pursuing their passion Learn more about OfficeHours here: https://getofficehours.com.

Channing Hamlet is a Managing Director at Objective, Investment Banking & Valuation focused on leading the firm's business valuation practice and transaction execution for its investment banking business services practice.  Mr. Hamlet is a results-driven executive that has 25+ years of experience advising business owners on management issues, transaction execution and business valuation. He is able to draw on a diverse background that includes direct management experience as well as strategy consulting, private equity investing, investment banking and business appraisal experience to advise his clients.Prior to joining Objective, Mr. Hamlet served as a Managing Director of Cabrillo Advisors, where he was instrumental in growing its valuation practice from its inception to a national practice serving more than 700 clients in five years.  During this period, he was responsible for managing a team of approximately 25 professionals that conducted a variety of business valuation assignments including tax compliance (409a, estate and gift), fair value (ASC 820, ASC 350, ASC 805) as well as strategic advisory assignments.  His experience ranges from working with early stage companies on relatively simple stock option valuation assignments up to IPO stage companies with complex capitalization tables and significant scrutiny from Big 4 accounting firms and the SEC.Previously, he served as a Director at Vistage where he focused on business development, acquisitions and new business initiatives.  Prior to joining Vistage, Mr. Hamlet served on the investment team at LLR Partners, a $260 million private-equity firm which invested in and acquired 25 companies during his tenure.  Prior to LLR Partners he was a member of Legg Mason's Investment Banking group, where he focused on middle market M&A and corporate advisory assignments.Channing is very involved in the Los Angeles and San Diego business communities, and regularly appears as a panelist or speaker for multiple organizations including ACG, EPI, EO, CFO Leadership Council, Southern California Institute, and more. He has also been recognized many times for his excellence in investment banking. Most recently he was chosen as an Investment Banking Visionary for 2022 and for 2021 in the Banking and Finance Magazine created and published by the Los Angeles Times. He was also recognized this year by the Los Angeles Business Journal as a Leader of Influence: Investment Bankers 2020 and 2021.Mr. Hamlet has a master's degree in operations research and a bachelor of science in mechanical engineering from Cornell University. He holds FINRA Series 7, 63 and 79 licenses and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.Registered Representative of and Securities Products offered through BA Securities, LLC Member FINRA (www.finra.org) SIPC (www.sipc.org). Objective Capital Partners, LLC and BA Securities, LLC are separate and independent entities. Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success.Connect with Channing https://objectivecp.com/https://www.linkedin.com/in/channinghamlet/

Today we are joined by M&A investment banker Channing Hamlet with Objective Capital Partners. He serves as an execution leader for the firm's M&A and Valuation Practice and leads the firm's Business Services Practice. He brings more than 25 years experiences with investment banking and business valuation. Prior to joining Objective, Mr. Hamlet served as a Managing Director of Cabrillo Advisors, where he was instrumental in both leading their M&A execution and growing the valuation practice from inception into a national entity serving more than 700 clients in five years. Previously, he served as a Principal at LLR Partners, a $260 million private equity firm; and member of Legg Mason's Investment Banking group. He has a master's degree in Operations Research and a Bachelor of Science in Mechanical Engineering from Cornell University. 

In episode nine of the 12-part podcast series, "https://www.workshouldntsuck.co/white-men-journey (White Men & the Journey Towards Anti-Racism)," Tim interviews David Reuter, Partner at https://www.llrpartners.com/ (LLR), a private equity firm based in Philadelphia investing in technology and healthcare businesses. This series was created to be a resource for white men who might be wrestling with questions like, “What's my role in anti-racism, equity, inclusion, and justice work as a white man with power and privilege?” and “How might my personal commitment to do this work manifest itself in the organization I help lead?” Are you new to the series? Check out https://www.workshouldntsuck.co/podcast2/ep54 (episode 54) where podcast co-hosts Lauren Ruffin and Tim Cynova introduce and frame the conversations. Download the accompanying https://drive.google.com/file/d/1YRj51JwoP5bsoqFZQa1rrQDj6QtOzODB/view?usp=sharing (study guide). And explore https://www.workshouldntsuck.co/white-men-journey (the other episodes in this series) with guests: Raphael Bemporad (Founding Partner) & Bryan Miller (Chief Financial Officer), BBMG Ted Castle (Founder & President) & Rooney Castle (Vice President), Rhino Foods Ron Carucci, Co-Founder & Managing Partner, Navalent David Devan, General Director & President, Opera Philadelphia Jared Fishman, Founding Executive Director, Justice Innovation Lab Jay Coen Gilbert, Co-Founder, B Lab; CEO, Imperative21 Kit Hughes, Co-Founder & CEO, Look Listen Marc Mannella, Independent Consultant, Former CEO KIPP Philadelphia Public Schools John Orr, Executive Director, Art-Reach Sydney Skybetter, Founder, CRCI; Associate Chair & Senior Lecturer, Theatre Arts & Performance Studies Department, Brown University Want to explore related resources primarily *not* by white guys? Check out https://www.workshouldntsuck.co/white-men-journey (our compilation of 30 books, podcasts, and films). BiosDAVID REUTER is a senior private equity investment professional combining strong financial and strategic analysis skills, extensive transaction experience, and proven leadership and business development capabilities. He possesses an analytical mind that quickly adapts to new environments and situations, and is self-motivated and dynamic with natural business decision skills. David is a Partner with LLR Partners, a lower middle market private equity firm investing in technology and healthcare businesses. LLR collaborates with its portfolio companies to define high-impact growth initiatives, turn them into action and create long-term value. Founded in 1999 and with more than $5 billion raised, LLR is a flexible provider of equity capital for growth, recapitalizations and buyouts. Find out more about David https://www.llrpartners.com/team-member/david-reuter/ (here). TIM CYNOVA (he/him) is the Principal of https://www.workshouldntsuck.co/ (Work. Shouldn't. Suck.), an HR and org design consultancy helping to reimagine workplaces where everyone can thrive. He is a certified Senior Professional in Human Resources (SPHR) and a trained mediator, and has served on the faculty of Minneapolis College of Art & Design, the Banff Centre for Arts & Creativity (Banff, Canada) and The New School (New York City) teaching courses in People-Centric Organizational Design and Strategic HR. In 2021, he concluded a 12-year tenure leading Fractured Atlas, a $30M, entirely virtual non-profit technology company and the largest association of independent artists in the U.S., where he served in both the Chief Operating Officer and Co-CEO roles (part of a four-person, shared, non-hierarchical leadership team), and was deeply involved in its work to become an anti-racist, anti-oppressive organization since they made that commitment in 2013. Earlier in his career, Tim was the Executive Director of The Parsons Dance Company and of High 5 Tickets to the Arts in New York City, had a memorable stint...

Kristy DelMuto, Senior Director of Strategic Marketing at LLR  Partners, talks with Jeremy Shere, founder & CEO of Tribal knowledge Podcasting, about earning the right to have a conversation with buyers.Highlights:Why marketers need to earn the right to ask for buyers' time and attentionHow marketing helps earn the right by first earning trustExamples of marketing pieces and messaging that have enables LLR to build relationships with foundersLearn more about LLR PartnersConnect with Kristy on LinkedIn

In The Great Conversation, we attempt to bring all the voices to the table to create the narrative and the leverage to increase the value of the risk, resilience, and security industry. Some of the voices are the investors in organizations that may be changing the face of our industry. Last year we sat down with Michael Levenberg a partner in LLR Partners, a private equity group who is leveraging marketing intelligence, domain expertise, independent board member recruiting, and a “value creation” team to accelerate the path to value of organizations in our industry.  LLR Partners is a lower middle market private equity firm investing in technology and healthcare businesses. They collaborate with their portfolio companies to define high-impact growth initiatives, turn them into action and create long-term value. Founded in 1999 and with more than $5 billion raised across six funds, LLR is a flexible provider of equity capital for growth, recapitalizations, and buyouts. Michael focuses on Security and Industrial Technology. A few companies he has led LLR investments in are ACRE and Mercury Security.

Podcast #104 Conversation with Geoffrey Baird, Senior Managing Director of Value Creation at LLR Partners

Are you interested in working in finance? Have no idea what finance entails but want to learn? Curious about how a liberal arts student used his passion for finance, network, and his critical thinking skills to land a role at a private equity firm straight out of college? Listen now to find out! --- Support this podcast: https://podcasters.spotify.com/pod/show/careerbites.ohmaneats/support

This edition of Dealmaker features Privcap’s curated conversation with experts from LLR Partners and RSM who have worked extensively on software transactions. As software has grown exponentially as an industry and omnipresence in society, private capital has flowed into the sector in greater and greater amounts. Why are private equity investors so eager to own... The post Dealmaker Q1 2020: Deep Dive into Software Deals appeared first on Privcap.

"Go out there, do the things that make you uncomfortable. It's all about the journey, and the evolution". Cary Burch is Managing Partner at Bryce Capital and Senior Operating Advisor at LLR Partners. An active investor, advisory board member, and C-level executive, he specializes in leading LegalTech, FinTech, and Enterprise SaaS companies. Cary was the Chief Innovation Officer at Thomson Reuters, and the COO and CEO at Thomson Reuters - Elite. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/theindustryshow/support

In last month’s episode of the Revenue Rebels podcast, Rhoan Morgan sat down with Kristy DelMuto who shared her journey leading a content marketing effort that boosted drastic results for private equity firm, LLR Partners – like a triple-digit increase in engagement. In part two, DelMuto shifts the discussion from strategy to execution to provide listeners with specific tactics their companies can implement to elevate their content marketing. Listen to the full show to learn:How to create content that excites top-level executivesHow to effectively engage your entire team in your content effortsWhy data is key to content successAbout Our GuestKristy DelMuto, VP of Strategic Marketing, LLR PartnersAs the leader of LLR’s strategic marketing, Kristy works to codify why growth happens and help business owners access the capital, insights, and resources they need to scale. She translates actionable growth advice from LLR’s portfolio companies, network of senior operators and team into digital and live content, creating opportunities for best practice sharing among business leaders.Kristy also manages LLR’s brand, marketing, public relations, and social media presence, enabling intermediaries to stay informed on the firm’s investment focus and helping executives determine if LLR is the right partner to support their company’s growth.

Given the highly competitive deal landscape, PE professionals are taking innovative approaches to sourcing and closing deals. What are some of these new strategies? In this episode, Justine Mannering, managing director for Stifel's consumer investment banking team, and Ann Brophy, Vice President of Business Development for LLR Partners, join BDO's Todd Kinney to discuss how creativity comes into play when sourcing new deals.

This is part 2 of an interview with Kristy DelMuto, VP of Strategic Marketing at LLR Partners. If you missed the first interview, we suggest you listen to it here. This continuation goes into specific tactics. Some of which your team can EASILY help you with - two tiny asks a month - really, it's not difficult to make great strides in your reach, but it's a group effort using the most accurate data and data analysis.  ----more---- About Our Guest: Kristy DelMuto, VP of Strategic MarketingAs the leader of LLR’s strategic marketing, Kristy works to codify why growth happens and help business owners access the capital, insights, and resources they need to scale. She translates actionable growth advice from LLR’s portfolio companies, network of senior operators and team into digital and live content, creating opportunities for best practice sharing among business leaders. Kristy also manages LLR’s brand, marketing, public relations, and social media presence, enabling intermediaries to stay informed on the firm’s investment focus and helping executives determine if LLR is the right partner to support their company’s growth.

How did a middle-market private equity firm manage to differentiate itself in an overly crowded and competitive market while attracting a wider audience and driving revenue? By leveraging content marketing and developing high-quality thought leadership.In this episode of Revenue Rebels with Rhoan Morgan, Kristy DelMuto, VP of Strategic Marketing at LLR Partners shares how she has helped to elevate the firm’s content marketing initiatives while boosting results like a 195% increase in engagement, 18% month over month site conversions, and a 62% in social reach.About Our GuestKristy DelMuto, VP of Strategic Marketing, LLR PartnersAs the leader of LLR’s strategic marketing, Kristy works to codify why growth happens and help business owners access the capital, insights, and resources they need to scale. She translates actionable growth advice from LLR’s portfolio companies, network of senior operators and team into digital and live content, creating opportunities for best practice sharing among business leaders.Kristy also manages LLR’s brand, marketing, public relations, and social media presence, enabling intermediaries to stay informed on the firm’s investment focus and helping executives determine if LLR is the right partner to support their company’s growth.

How did a middle market private equity firm manage to differentiate itself in an overly crowded and competitive market while attracting a wider audience and driving revenue? By leveraging content marketing and developing high-quality thought leadership. ----more---- In this episode of Revenue Rebels with Rhoan Morgan, Kristy DelMuto, VP of Strategic Marketing at LLR Partners shares how she has helped to elevate the firm’s content marketing initiatives while boosting results like a 195% increase in engagement, 18% month over month site conversions, and a 62% in social reach.   About Our Guest: Kristy DelMuto, VP of Strategic MarketingAs the leader of LLR’s strategic marketing, Kristy works to codify why growth happens and help business owners access the capital, insights, and resources they need to scale. She translates actionable growth advice from LLR’s portfolio companies, network of senior operators and team into digital and live content, creating opportunities for best practice sharing among business leaders.Kristy also manages LLR’s brand, marketing, public relations, and social media presence, enabling intermediaries to stay informed on the firm’s investment focus and helping executives determine if LLR is the right partner to support their company’s growth.

How we connect, work together, and support corporate goals has changed. Anyone still doing things ‘how it’s always been done’ will soon be eating the competition’s dust. This podcast explores the intersection of marketing and sales and how a strong partnership between these two crucial functions supports organizational goals of internal alignment, external engagement, and corporate growth.In this episode of Revenue Rebels, CEO Rhoan Morgan talks with Michael Sala, Managing Director, Strategic Origination of LLR Partners to discuss how sales and marketing teams can work together to meet their organization’s top-level growth goals.Listen to the podcast to gain insight on how to:Bring marketing and sales development teams togetherGet the most return from marketing and sales development initiativesScale the marketing organization

Michael Williamson is an accomplished technologist and business analyst with more than eighteen years in software development. In September of 2015, Longleaf Solutions merged with CaseNEX/Datacation supported by an investment from LLR Partners. Prior to Longleaf Solutions, Michael served as President of Horizon Software International. Horizon, initially founded in 1992 by Michael's father, became one of the largest institutionalized food service technology companies in the world, currently installed in some 18,000 facilities worldwide. Michael served as President until his resignation in 2010 to start Longleaf Solutions. Michael founded Longleaf Solutions to meet the growing challenges that educators face managing disparate data across many systems. https://ioeducation.com https://twitter.com/ioeducation https://www.facebook.com/ioeducation https://www.linkedin.com/company/io-education