Podcasts about mercato partners

Welcome to FP&A Tomorrow, where we discuss financial planning and analysis, examining its current state and future prospects, with your host Paul Barnhurst.In this episode of FP&A Tomorrow, host Paul Barnhurst dives into the world of growth equity investing with Ryan Sanders, a seasoned investor from Mercato Partners. The conversation explores the critical role of FP&A (Financial Planning and Analysis) in supporting growth-stage companies, the nuances of growth equity investing, and how entrepreneurs can best position themselves for success. Ryan shares insights from his extensive experience, offering valuable lessons on what it takes to scale companies in today's competitive market.Ryan Sanders is a growth investor at Mercato Partners, a growth equity firm based in Salt Lake City, Utah. With a background in finance and an MBA in entrepreneurship from the University of Texas, Ryan has a deep understanding of what it takes to support and scale innovative companies. His career spans various roles in investment, and he is known for his strategic approach to partnering with entrepreneurs. Ryan also recently completed the Kauffman Fellows program, which has further enriched his expertise in venture capital and growth investing.Expect to Learn:The key attributes and skills that FP&A professionals need to excel in supporting growth-stage companies.The importance of customer-centric growth and why organic growth strategies often outperform inorganic ones.Insights into the investment process at Mercato Partners and how they identify and support promising companies.The role of AI in transforming FP&A functions and the broader finance industry.Practical advice for entrepreneurs on when and how to raise capital effectively.Quotes:Here are a few relevant quotes from the episode “For the CEO and for the board and for the investors, the FP&A is most often a partner, demonstrated through accuracy and speed. But perhaps as important are curiosity, comparison, and completeness.” - Ryan Sanders“The number one skill, in my opinion, for someone in FP&A has to be effective communication. We're all in sales.” - Ryan Sanders“We're in the age of AI, and I think AI eats the lunch of vertical functions. If finance believes their only value is debits and credits, I believe that will be obviated over time.” - Ryan Sanders“For me, I wanted three things from the Kauffman Fellows program: to be an active learner, to expand my network, and to learn how to become a better support for a CEO.” - Ryan Sanders“One of the most interesting exercises is to think about the business through a series or a set of stop lights. Red light, yellow light, green light—that accumulation of answers should drive the decision on the type of financing.” - Ryan SandersIn this insightful episode, Ryan Sanders shared invaluable lessons on growth equity investing and the critical role of FP&A in supporting successful business scaling. From the importance of curiosity, comparison, and completeness in FP&A to the strategic decision-making processes that drive value in growth-stage companies, Ryan's expertise offers a roadmap for professionals and entrepreneurs alike. Whether you're an FP&A professional, an entrepreneur, or an investor, Ryan's experiences and advice provide actionable takeaways that can help you navigate the complexities of business growth.World-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design...

Discover how Alan Hall's unique approach to venture capital investing, focusing on sales and marketing, helped Mercato Partners achieve 9 out of 10 successful exits in their first fund. Learn the key principles that set his strategy apart. Learn more about your ad choices. Visit megaphone.fm/adchoices

Conditions outside our control are constantly impacting our businesses. Sometimes for the better, and sometimes for the worse.And if we're honest, too often we take credit for the good times, but create excuses when things aren't going so well.However, the best companies know how to make the right strategic bets, regardless of the outside circumstances, to create the best chances to win.In this episode of The RevOps Recruiters podcast, we sit down with Justin Edwards, SVP of Revenue at Mercato Partners, to talk about the strategic bets he makes in portfolio companies, regardless of what's happen around him.RevSearch - https://revsearch.io/LinkedIn - https://www.linkedin.com/company/revsearch-revops-recruiting/

In the latest episode of Hospitality Hangout podcast, Michael Schatzberg “The Restaurant Guy” and Jimmy Frischling “ The Finance Guy” were on the road at the Restaurant, Finance and Development Conference in Las Vegas with guests Andrew Smith, Managing Director of Savory Fund, Andy Wiederhorn, Chief Executive Officer of Fat Brands and Tim McLaughlin, Chief Executive Officer of GoTab. Smith is Managing Partner of Savory Management, a Mercato Partners value-add management company, that focuses on delivering outsized returns through strategic growth and replication strategies. They partner with high-potential restaurant concepts to deliver necessary capital, industry knowledge, and operational prowess to facilitate growth into multi-unit brands and they specialize in taking fast casual and polished casual food and beverage concepts with between 2 and 8 locations and scales them into 30 plus units. Smith talks about growth, brands and shares breaking news with the guys. Wiederhorn has served as a director and Chief Executive Officer of FAT Brands Inc. since its formation. It is a global franchising company that acquires, markets, and develops fast-casual, quick-service, casual dining, and polished casual dining concepts around the world. They own seventeen restaurant brands including Round Table Pizza, Fatburger, Marble Slab Creamery, Johnny Rockets, Fazoli's, Twin Peaks and more. Wiederhorn talks about growth and acquisitions and buying 9 new brands. They talk about Fat Brands looking at new acquisitions and having a one thousand store pipeline of stores to be built. The idea of GoTab was started when co-founder McLaughlin started his first restaurant and brewery in 2015. GoTab, Inc., is a Restaurant Commerce Platform helping large and mid-sized restaurants, breweries, bars, hotels and other venues run lean, profitable operations while making guests even more satisfied. Recently the brand made Inc. Power Partner Awards. McLaughlin talks about the importance of integrations and what is next for GoTab. To hear more from all of the guests that stopped by to chat with Schatzberg and Frischling at RFDC and Branded Quickfire, check out this episode Hospitality Hangout.

In the latest episode of Hospitality Hangout podcast, Michael Schatzberg “The Restaurant Guy” and Jimmy Frischling “ The Finance Guy” were on the road at the Restaurant, Finance and Development Conference in Las Vegas with guests Andrew Smith, Managing Director of Savory Fund, Andy Wiederhorn, Chief Executive Officer of Fat Brands and Tim McLaughlin, Chief Executive Officer of GoTab. Smith is Managing Partner of Savory Management, a Mercato Partners value-add management company, that focuses on delivering outsized returns through strategic growth and replication strategies. They partner with high-potential restaurant concepts to deliver necessary capital, industry knowledge, and operational prowess to facilitate growth into multi-unit brands and they specialize in taking fast casual and polished casual food and beverage concepts with between 2 and 8 locations and scales them into 30 plus units. Smith talks about growth, brands and shares breaking news with the guys. Wiederhorn has served as a director and Chief Executive Officer of FAT Brands Inc. since its formation. It is a global franchising company that acquires, markets, and develops fast-casual, quick-service, casual dining, and polished casual dining concepts around the world. They own seventeen restaurant brands including Round Table Pizza, Fatburger, Marble Slab Creamery, Johnny Rockets, Fazoli's, Twin Peaks and more. Wiederhorn talks about growth and acquisitions and buying 9 new brands. They talk about Fat Brands looking at new acquisitions and having a one thousand store pipeline of stores to be built. The idea of GoTab was started when co-founder McLaughlin started his first restaurant and brewery in 2015. GoTab, Inc., is a Restaurant Commerce Platform helping large and mid-sized restaurants, breweries, bars, hotels and other venues run lean, profitable operations while making guests even more satisfied. Recently the brand made Inc. Power Partner Awards. McLaughlin talks about the importance of integrations and what is next for GoTab. To hear more from all of the guests that stopped by to chat with Schatzberg and Frischling at RFDC and Branded Quickfire, check out this episode Hospitality Hangout.

Today we're continuing with part two of the Man Behind the Mic conversation with our friend, Joe Kaiser. Joe is director at Mercato Partners, a private equity firm, where he leads their investment efforts in the Midwest, as well as their performance team. For part two, Joe asked my thoughts, advice, rules, principles, guidelines about how I approach venture capital.

Today we're doing something different. This is our Man Behind the Mic episode where I'll be interviewed by my friend Joe Kaiser. Joe's a Director at Mercato Partners, a private equity firm where he leads the firm's investment efforts in the Midwest, as well as its performance team. A huge thank you goes out to Joe for coming up with this idea and giving us his time and thoughtful questions. He was kind enough to switch seats and put me in the hot seat for this interview. For part one, we're going to dive into why we started Fast Frontiers, my experience and journey as a CEO, operator, fund to funds manger and VC investor. And we'll also discuss the origin and thesis for Refinery Ventures.

Former Garbanzo Mediterranean Fresh CEO James Park is opening a concept of his own in the white-hot chicken space. The first WingWok location is slated to open in the Denver suburb of Centennial, Colo., July 7 selling chicken wings, fried chicken sandwiches, chicken burritos and Korean side dishes, along with Korean beer and soju. Park’s operating partners in the venture are Brian Gunning and Zach Frisch. The chef is Yong Ho. Another location is under construction, and several more are planned for the next two years, all in the Denver area, according to Frisch. Park says the concept, which is separate from his recent appointment as operating partner in Mercato Partners’ Savory Funds, will have as strong an online presence as it does a physical one. “We believe infinitely in the brick-and-mortar space, but we’re also big subscribers to the click-and-order space,” he said. So the restaurant will be marketed with catchy snippets of content customized for different types of social media meant to convince people that they need to buy WingWok’s food. “Some are long, some are short, and most of them are very much like those really spunky, fun ads that you see on Instagram,” he said. “The ones that … even though you don't really need a pair of shorts, for some reason, you click on it and you're like, ‘These are cool shorts ... I think I'm going to buy these shorts.’” The menu leans into the Korean heritage of Park and chef Ho, both of whom were born in South Korea. Park, besides leading Garbanzo, held executive operational roles at fast-casual chains Which Wich Superior Sandwiches, Charley’s Grilled Subs and Penn Station East Coast Subs. Additionally, he had a global marketing role with convenience store chain 7-Eleven. Ho, who immigrated to the United States at age 16, is a U.S Army veteran with a fine-dining background who has worked under chefs Joël Robuchon and Gordon Ramsay, among others. He moved to Denver from New York, where he worked at The Clocktower restaurant and Park 432, to open WingWok. The concept’s four wing sauces, soy garlic, gochujang, citrus and a blue cheese sauce that goes on wings that are treated with a Buffalo-inspired dry rub, are all cooked in a wok where the wings are tossed in them. The sandwich is made with chicken tenders in gochujang sauce with an Asian slaw and, instead of pickles, fresh, thick-sliced cucumbers resembling what would be served in South Korea, according to Park. It’s also called the Miracle Chicken Burger, because “chicken burger” is how that type of sandwich is referred to in Korea, Park said. Similarly, the burrito is called the Korean Ssam Burrito, because ssam means “wrap” in Korean, and it’s made with chicken and kimchi fried rice in a tortilla. Side dishes, apart from the kimchi fries and kimchi fried rice, are typical Korean “banchan,” side dishes that accompany traditional meals, such as kimchi, pickled daikon and seaweed salad. But there are local Colorado elements to the menu, too. The no-antibiotics-ever chicken is from local supplier Red Bird Farms and the bread is from Aspen Baking Company. Gluten-free buns are also available, and all of the menu items besides the sandwich and ssam are gltuen-free. In this podcast, Park, Frisch and Gunning discuss WingWok and their plans for it.

McDonald's CEO predicts improved relationships with franchisees. Mercato Partners has another $100 million to distribute to emerging brands. And Wendy's is launching its U.K. growth initiative.

Looking for SHRM PDC credits? Look no further! We've got you covered - On this episode we're joined by Lauren Butler, diversity and inclusion specialist at Workfront an Adobe Company. Lauren shares with us the power of diversity of resume and in the workplace, and how to see things from the perspective of those around you! Then, we have the pleasure of speaking with Dennis Wood, Vice President Human Capital of Mercato Partners. Listen and learn about the human elements, and strategy of human resources and get ideas of what to implement today! If you would like to receive SHRM professional development credit for listening to today's episode, follow the link: motivosity.com/recertification-credit/

Here to speak about the human capital dilemma in today's corporate world is Dennis Wood, Vice President Human Capital of Mercato Partners. Listen and learn about human elements, core values, alignment, and strategy of human resources to get ideas of what to implement today!

About Emitrr Emitrr is an Omni channel (Texting, Webchat, Missed Calls, Google My Business, and more) messaging platform for your business. Emitrr helps some of the largest brands reduce call volumes in the call center by converting calls to messages across different channels and helping grow revenue for businesses. Check us out at emitrr.com About Justin Justin Jory oversees all aspects of the operations of Light Wave Dental. After spending a decade investing in high-growth companies on behalf of investment firms (Mercato Partners, Leucadia, and Bank of America), Justin founded Light Wave to solve the problems surfacing in the dental industry. Justin obtained a JD/MBA and BA in Philosophy from Brigham Young University.

Dennis is the VP of Human Capital and Performance at Mercato Partners. Mercato has built its success by providing entrepreneurs with the capital and resources they require to effectively scale their businesses. They currently have 4 funds; The Traverse Growth Fund, Savory Restaurant Fund, Prelude Venture Fund, and the Alpha Secondary Fund.

Today is our first episode in the Restaurantology series! Restaurantology is a partnership with Savory Fund, which was launched earlier this year by investment firm Mercato Partners, and was established to make investments in exciting up-and-coming restaurant concepts and then equip them with the resources they need to scale up and become more profitable. First up in the Restaurantology series, we’re talking with R&R BBQ president Neil Harfert and Savory Management President Shauna Smith. R&R is an eight-unit, Utah-based fast casual with plans to become the premier barbecue player in the Western U.S. In this session, Harfert and Smith talk about how R&R is banking on hospitality and its culture to get through the pandemic and to fuel its exciting growth plans. For more info on Savory or to watch videos of these conversations, visit SavoryFund.com/RestaurantologySubscribe to QSR at QSRmagazine.com/subscribeQSR Magazine informationFacebook | Twitter | Instagram | LinkedInQSRmagazine.com Have feedback or interview suggestions? Email us at sam@qsrmagazine.com.

In this special 4-part series of Remote Work Radio, we are interviewing tech entrepreneurs from Southern Utah. Joshua Aikens, one of our past program participants and chair of the Silicon Slopes St. George Chapter, will interview founders who started tech companies outside of urban areas. In this episode, Josh interviews Ryan Wedig, co-founder and CEO of PrinterLogic, a leading software as a solution (SaaS) platform for serverless printing infrastructure. Beginning in 2012, Ryan has successfully built a small team into a global operation with over 150 employees and thousands of customers around the world. As CEO, Wedig successfully bootstrapped the company through early-stage growth before bringing in Mercato Partners as investors in 2017. Wedig holds an MBA from George Washington University and a bachelor's degree from Brigham Young University. Prior to co-founding PrinterLogic, Wedig was a Systems Engineer at Cisco where he saw firsthand the emergence of cloud solutions and their impact on technology infrastructure planning.

Joe Kaiser is a senior investor with Mercato Partners, previously having nearly 20 years of experience as both an operator and investor. In this episode, Joe & Dave, discuss themes of:-Keys to success in investing.-Building honest business relationships.-Joe's personality and interests growing up and in college.-Primary communication styles based on geography. -The importance of well-balanced collaboration.-The effects of COVID-19 on business and lifestyle.More about Joe Kaiser at:LinkedIn: linkedin.com/in/joe-kaiser-a88a142Twitter: josephjkaiserWebsite: https://mercatopartners.com/More about the host, Dave Ingraham, at:Website: https://www.teleportgroup.com/LinkedIn: https://www.linkedin.com/in/dsingraham/

Levantamento publicado pelo Crunchbase discute a baixíssima presença de founders e investidores negros em startups e o que fazer para mudar essa realidade. A saída voluntária de Alexis Ohanian do board da Reddit, com a intenção de ceder seu lugar a um negro e combater o gap racial. O fundo de investimento da Mercato Partners que pretende aportar 90 milhões para a expansão de restaurantes lucrativos. Novos movimentos focados em IPO à frente: a investida pelo SoftBank Lemonade e o marketplace de carros Vroom.

Master Communicator Podcast Episode #52 with Joe Kaiser. Joe is a director at Mercato Partners. Mercato Partners is a firm that specializes in identifying opportunities and manages investments in growing companies. In this interview, Joe talks about how he views the importance of leadership and how communication helps companies like his run. You can learn more about Joe on Linkedin @ https://www.linkedin.com/in/joe-kaiser-a88a142/

Guest Bio:Greg Warnock, PhD is co-founder and managing director of Mercato Partners, where he is involved on the boards of Sphero, SteelHouse, and Stance. Greg is a technologist, innovator, and entrepreneur with a proven history of building and growing companies.Prior to Mercato Partners, Greg was co-founder and managing director of vSpring Capital, an early stage venture capital fund. Before vSpring, Greg was principal in more than 20 M&A transactions and launched several businesses spanning technology, consumer, biotech, and marketing.Greg was also the founder of Junto Partners, an entrepreneurship education initiative designed to train and mentor aspiring entrepreneurs, and is a past chairman of the board for the Community Foundation of Utah. Greg has been named Utah Business Outstanding Director and Utah Business Mentor of the Year, and was honored with the Supporter of Entrepreneurship Award by Ernst & Young.Greg received a B.S. in computer science and an M.B.A. and PhD in Entrepreneurship and Venture Finance from University of Utah's David Eccles School of Business. Greg enjoys collecting and restoring muscle cars.

Surviving the early stages of a startup to reach growth is a significant milestone for any founder. It is also the beginning of new chapter of challenges and opportunities. There is a science to accelerating growth, and few who know it better than Greg Warnock, managing director and co-founder of Mercato Partners.  Greg is a technologist, innovator, and PhD-equipped entrepreneur who is well versed in every stage of entrepreneurship. On this episode, Greg walks us through his formula for success, the benchmarks he uses to qualify opportunities, the 3 pillars of growth that define the Mercato performance team, and some of the most common pitfalls that challenge and stifle growth. Drawing on a portfolio that includes companies like SkullCandy, Domo, Stance, and Observepoint, this episode is guaranteed to change the way you look at growth.  ON THIS EPISODE YOU'LL LEARN: The qualities of top performing entrepreneurs and how to spot them Differentiating between Venture and Growth: The origin story of Mercato 4 benchmarks Mercato uses to to evaluate their investments 3 "red flags" of unsustainable growth The 3 biggest growth challenges and how to avoid them Why pricing and process are the most costly sales mistakes entrepreneurs are making How Skull Candy turned Brand Equity into "Irrational Brand Loyalty" An innovative approach to gain sales confidence and process  

In this Influence Podcast interview, we know you will sense the extraordinary determination and talent of Cydni Tetro and Sara Jones, two successful entrepreneurs who, in their “spare time” co-founded the Women Tech Council nine years ago, a scrappy not-for-profit that now has more than 10,000 members! With a degree in computer science and an MBA, both from BYU, Cydni is a successful technologist and marketing guru who has built a career with some of the world’s largest brands like Disney, Microsoft, Marvel, Star Wars, Facebook, MLB, MLS, Warner Brothers, Dreamworks, Target, Walmart, and Toys R Us. She is the founder and CEO of 3DplusMe, a 3D printing software platform, that was recently acquired by WhiteClouds and is an Operating Partner at Mercato Partners, a leading growth equity firm. Recognized as a respected patent attorney and shareholder at Workman Nydegger for almost ten years, Sara went on to become the Vice President of Strategic Development at Patent Law Works, before becoming the CEO of ApplicantPro, an HR SaaS company providing recruiting tools to over 3,000 clients, where she led the company to profitability and a high valuation. Sara graduated cum laude from Brigham Young University law school and holds a B.S. in chemical engineering, with honors, from the University of Utah. Cydni Tetro and Sara Jones have already had a long-lasting influence on so many women (and men) in our growing ecosystem. Perhaps more than anything else, they continue to show others how to have fun while doing hard things that make a big difference.

For the initial launch of Tanner’s Podcast Series, we know we wanted to “go big”, so we asked Dr. Greg Warnock, a visionary leader in the growth of Utah’s VC, private equity, and technology community, if he would be our first interview. He graciously accepted!  Garrett Koerner, a tax partner at Tanner, and Dan Griffiths, Tanner’s director of strategy, appreciated Greg’s perspective as a true visionary in Utah’s growing technology community. Greg Warnock is the co-founder and managing director of Mercato Partners and successful innovator and builder of high-growth companies. He is a brilliant thinker (PhD), technologist, innovator, and turnaround artist. Greg is also an amazing person who has helped so many companies and the entrepreneurs who lead them (Skullcandy, Domo, Cymphonix, and Stance) become better. Prior to Mercato, Greg was the co-founder of vSpring, a scrappy early stage venture capital fund. He has been the principal in more than 20 M&A transactions and has spent his entire career helping other entrepreneurs succeed. Greg has been the recipient of numerous awards and received a B.S. in computer science, an M.B.A.,  and a PhD in Entrepreneurship and Venture Finance from University of Utah’s David Eccles School of Business