Podcasts about middle market

In this episode of the Real Estate Pros podcast, host Michelle Kesil interviews Alec Neu, director at Neu Real Estate Group. Alec shares insights into their focus on multifamily developments, particularly in the Indianapolis area, and discusses the challenges and strategies involved in scaling their business. He emphasizes the importance of community-centric affordable housing and the need for collaboration with municipalities to address market demands. Alec also offers advice for newcomers in the real estate industry, highlighting the value of networking and learning from experienced professionals.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, Joe Jasmon, CEO of American Healthcare Management and co-founder of Elevate Senior Living, joins AgingIN CEO Susan Ryan on the podcast to share the origin story and philosophy behind Elevate, a mid-market senior housing model designed from the ground up around residents—not corporate overhead. Drawing on a career spanning hospitality, healthcare turnarounds, and senior living operations, Jasmon explains how Elevate was born from a simple question: "What would senior living look like if we designed it entirely around personal needs, dignity, and efficiency?" From small-scale neighborhood design to technology-enabled safety and a long-term vision that reaches beyond brick-and-mortar communities, this conversation offers a candid look at what it takes to rethink senior living at scale. As demand grows for affordable, high-quality senior living, Jasmon offers a rare, transparent look at what it takes to challenge entrenched models and design communities that truly serve residents. His insights underscore a powerful theme: when you listen closely to older adults and frontline staff, better systems—and better outcomes—follow.

As cross-border activity becomes increasingly common for middle-market companies, international tax considerations are no longer limited to large multinationals. From transfer pricing and tariffs to global tax compliance and planning, businesses expanding overseas face greater complexity and heightened scrutiny from tax authorities worldwide. Understanding where value is created, how intercompany transactions should be priced, and how global tax rules interact is critical for managing risk and supporting sustainable international growth.In this episode, Brooks Nelson, Tax Partner, and Sarah McGregor, Tax Director, are joined by Nelson Yates, Partner and International Tax Leader, to discuss key cross-border tax issues middle-market CFOs and business leaders should have on their radar. They break down transfer pricing fundamentals, explore how tariffs intersect with intercompany pricing, and share practical considerations for companies entering or expanding in foreign markets.Listen to learn more about:02:30 – Transfer pricing basics and why it matters04:10 – How governments view cross-border profit allocation06:27 – Intercompany services, IP, and value drivers10:38 – Marketing intangibles and local market investment11:55 – Practical steps CFOs can take today14:45 – Transfer pricing documentation and penalty protection16:35 – Tariffs and their interaction with transfer pricing20:20 – Global tax planning and compliance implications22:42 – International expansion costs and best practicesRelated Guidance Article: Navigating the International Tax Landscape After 2025 Tax Reform

Join the FREE training 'Getting Unstuck From The Middle Market" -  https://shifting-focus-with-john-bunn.circle.so/c/live-events/getting-unstuck Join the NEW community: https://shifting-focus-with-john-bunn.circle.so/  For the last two weeks on the podcast, we've been talking about a problem almost no one names. The middle market. Booked, but not confident. Busy, but capped. Improving, but still stuck. In this episode, I finally show you the system that changed everything for me. Not tactics. Not hacks. A structure that helped me see my business clearly, stop guessing, and start making decisions that actually moved the needle. This is the same system I built and used last year as I moved out of the middle market and generated over $400,000 in bookings. It showed me why better work alone wasn't fixing it, where my business was leaking energy, and what actually deserved my focus. If you've felt close but never quite breaking through, this episode will help you see why. I'm also inviting you to a free live training called Getting Unstuck from the Middle Market, where I'll walk you through this framework live and help you identify what's actually holding your business back and what to focus on next. Join the FREE training 'Getting Unstuck From The Middle Market" -  https://shifting-focus-with-john-bunn.circle.so/c/live-events/getting-unstuck  Join the NEW community: https://shifting-focus-with-john-bunn.circle.so/ 

BIG announcement coming soon, be the first to know here: https://johnbunn.myflodesk.com/mentorship  In this episode of the Shifting Focus podcast, I'm talking directly to creatives who feel stuck in the middle market. You're booking work. You're busy. Your craft is improving. But something still feels off. In this episode, I break down why some creatives eventually break out while others stay stuck for years. Not because of talent. Not because of luck. But because of how they respond to being stuck. I share what the middle market actually is, why it's such a dangerous place to live, and the difference between chronic pain and acute pain in business. We talk about the patterns that quietly keep creatives capped, the choices that create real momentum, and what it personally cost me to move out of the middle and into a calmer, higher-value season of business. This is not a tactics episode. This is a clarity episode. And it sets up next week's conversation, where I'm going to break down the framework that made growth repeatable for me. If you've ever thought "I'm close" but nothing seems to tip, this one's for you. Today's Sponsor ⭐️ Vidflow - Deliver your films and photos with the best - Try it free here https://signups.vidflow.co/ref/johnbunn 

You are first on the list to know when you click here: https://johnbunn.myflodesk.com/mentorship  So many creatives are doing everything "right" and still feel stuck. They're talented. They care deeply. They work hard. Yet year after year, their business looks mostly the same. In this episode of the Shifting Focus podcast, John Bunn reflects on the past year and shares his vision for 2026. He talks honestly about the role rest and reflection played in gaining clarity, why the middle market is the most dangerous place for creative businesses, and why talent alone is rarely the problem. Most education in the wedding industry is built for beginners. But what happens when you're no longer new and still not where you want to be? This episode breaks down why so many capable creatives get stuck in the middle market, how misunderstanding your audience keeps you there, and why strategy matters more than effort at this stage. John also shares why he's launching a new mastermind focused specifically on helping creatives build a clear plan, get unstuck, and move forward with confidence. If you've ever felt like you're working hard but not making the progress you expected, this episode is for you. Today's Sponsor: ⭐️ Wanderlust Videos - Wedding Video Editing:  http://bit.ly/46JuGyF  - 10% Off discount code: JOHNBUNN10

It seems like everyone has a different definition of middle market direct lending and what challenges so-called ‘middle market' borrowers and lenders are facing.Join PGIM's head of middle market direct lending, Matt Harvey, and 9fin senior private credit reporter Shubham Saharan as they explore trends in the middle market and what direct lenders and LPs should be on the lookout for as they head into 2026.Have any feedback for us? Send a note to podcast@9fin.com.

https://www.FutureOfRisk.com/Discover how artificial intelligence is redefining the future—faster, smarter, and more customer-focused than ever before. In this episode of the Future of Risk by Zurich North America, host Justin Hicks discuss the rapid evolution of AI, highlighting trends like agentic and generative AI, explainable AI, and hyper-personalized customer experiences with Amy Nelsen, Head of Underwriting Operations for Middle Market and Madhu Ramamurthy, Chief Information Officer. The conversation covers how Zurich is leveraging AI to automate routine tasks, enhance underwriting and claims with advanced tools, and deliver actionable insights—all while ensuring strong human oversight and regulatory compliance. Scaling AI for meaningful return on investment and navigating regulatory ambiguity are recognized as key industry challenges, but Zurich's approach emphasizes starting with low-risk, high-impact use cases. The podcast underscores that AI is here to augment, not replace, human expertise, empowering underwriters and claims professionals to focus on what matters most: building relationships and delivering value to customers. Stay tuned to learn how Zurich is helping businesses meet tomorrow prepared through responsible, innovative AI adoption.Record date: 10/16/25Air date: 12/3/25In this miniseries, other episodes include:10/22/25: What is AI delivering so far11/5/25: 5 ways everyone can benefit from AI today11/19/25: Dark side of AI

Our continuing exploration of the intersection of private wealth and alternatives takes us to Future Standard, one of the largest distribution platforms bringing the wealth channel exposure to the middle markets. Michael Kelly is Co-President and Chief Investment Officer of Future Standard, a $90 billion alternative asset manager focused on private middle-market strategies for the wealth channel. Michael has been in the alternatives industry for three decades, starting as an analyst under Lee Cooperman and Julian Robertson, helping build FrontPoint Partners, which began the institutionalization of hedge funds, serving as CEO of ORIX USA, where he led the acquisition of $250 billion global asset manager Robeco, and for the last decade turning to the democratization of alternatives. Our conversation covers Michael's path from working in hedge funds to building alternative asset businesses, including lessons about incentives, leadership, and culture. We then discuss his pivot from the institutional market to the wealth channel, and the growth from a single strategy at Franklin Square with $12 billion in assets to a full suite of strategies under the rebranded Future Standard with $90 billion across private credit, private equity, real estate, infrastructure, and multi-asset investing. Michael also shares his views on performance expectations and what the flood of new capital means for the institutional market. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

This week, I sat down with Jeffrey Reder to unpack how the US real estate market is evolving, why the middle market is delivering some of the most compelling opportunities today, and what it really takes to outperform through multiple cycles. Jeff began his career in corporate finance at Salomon Brothers in New York before transitioning into direct real estate. Since joining CenterSquare in 2006, he has helped build one of the most respected value-add platforms in the country. Today he serves as Portfolio Manager for the firm's Value-Added Fund series and leads a nationwide team focused on sourcing, underwriting and executing industrial, residential and essential-service retail strategies. We explore how capital, pricing, and investor behaviour are shifting, why discipline around basis and underwriting has never mattered more, and how CenterSquare consistently finds opportunities others overlook. Key Topics Covered In This Episode ✅ Off-Market Edge – How CenterSquare sources more than 80 percent of its transactions off market and why clarity around the "buy box" creates meaningful alpha ✅ The Power of Small Is Mighty – Why infill industrial, essential-service retail and smaller, operationally intensive assets continue to outperform in today's market ✅ Cycle Discipline – How the team identified valuation risk early and exited multifamily positions before cap rates moved, protecting performance and investor capital ✅ Investment Frameworks – The Five Cs and Three As guiding CenterSquare's philosophy and how they shape conviction, capital deployment and exit discipline ✅ US Market Opportunity – What global LPs are saying about deploying into the US and why forward supply dynamics may set up one of the most interesting entry points in years ✅ Building a Platform – Lessons from 20 years growing a national value-add business, developing talent, and building repeatable processes that drive consistency And of course, I asked Jeff the big question: Who are the People, what Property, and which Place would you invest in if you had £500 million to deploy? If you have thoughts or questions about this episode, drop them in the comments. I would love to hear your take. The People Property Place Podcast is powered by Rockbourne, recruiting leadership talent for real estate funds, owners, investors, and developers.

In this episode of the Power Producers Podcast, host David Carothers and co-host Kyle Houck are joined by Jessica Fukuchi, co-founder of PCRG Insurance. They dive into the often-overlooked world of high-net-worth personal lines insurance and why middle-market commercial producers need to pay attention to it. Jessica shares her journey from a captive agent to building an independent agency specializing in high-net-worth clients, often through referrals from financial advisors. The conversation explores the strategic importance of partnering with a high-net-worth specialist to protect commercial accounts from being poached by large brokerages that offer both commercial and private client services. Key Highlights: Protecting Your Book with High Net Worth Partners David emphasizes a critical vulnerability for middle-market producers: if you aren't addressing the personal insurance needs of business owners and executives, a competitor who does—like a large national broker—can use that as a wedge to take the entire commercial account. Partnering with a specialist like Jessica allows agents to offer this service without having to master the complexities of the high-net-worth market themselves. Navigating the High Net Worth Landscape Jessica explains the nuances of the high-net-worth market, from working with family offices to understanding the complex portfolios of wealthy clients (multiple homes, luxury cars, etc.). She discusses the current hard market for umbrella and excess liability, noting that securing high limits often requires stacking policies from multiple carriers, a strategy far different from standard personal lines. The "Duty to Offer" and Risk Management The discussion touches on the agent's "duty to offer" comprehensive protection. David and Jessica agree that failing to discuss personal excess liability or cyber coverage with a wealthy client is a disservice that could lead to E&O issues. They highlight unique risks like kidnap and ransom for high-profile clients and the importance of addressing the "insurance junk drawer" many wealthy individuals accumulate. Work-Life Balance and Setting Boundaries Jessica shares her personal journey of overcoming burnout by setting strict boundaries between work and personal life. She discusses how delegating tasks, hiring a VP, and being transparent with her team about her need for family time allowed her to regain balance. This segment resonates with the hosts, who also prioritize life experiences and travel over being tethered to the office 24/7. Connect with: David Carothers LinkedIn Jessica Fukuchi LinkedIn Kyle Houck LinkedIn Visit Websites: Power Producer Base Camp PCRG Insurance Killing Commercial Crushing Content Power Producers Podcast Policytee The Dirty 130 The Extra 2 Minutes

In this episode of the Insurance Producers Podcast, host Cyrus Jaffery sits down with industry leader Francisco Saldaña for a deep dive into what it really takes to win in the middle market. From building a long-term pipeline to embracing the reality of losing more than you win, Francisco breaks down the mindset and mechanics producers need to thrive in this competitive space.They cover the power of niche specialization, how clarity drives revenue growth, and why mastering the middle market is less about shortcuts and more about commitment, consistency, and playing the long game. Whether you're a new producer aiming to level up or a seasoned pro looking to refine your strategy, this episode delivers valuable insights to help you become the producer you're meant to be.

Today, I sit down with my good friend Wiley Curran to break down the story behind CPC, a family-built perpetual holding company that buys and holds businesses indefinitely. We also discuss how CPC approaches acquisitions, management incentives, and organizational design to create enduring value across industries. We discuss: The evolution of CPC from a family chemicals business to a multi-company holding group Why long-term ownership outperforms short-term investing strategies How to build companies around customer intimacy and employee satisfaction The “five key battles” CPC uses to evaluate and improve every business Lessons learned from buying, integrating, and supporting 14 companies over time Topics: (00:00:00) - Intro (00:03:12) - Running a CEO search (00:08:26) - The story behind CPC (00:23:39) - The importance of customer intimacy (00:37:02) - CPC's long-term vision and employee engagement (00:40:33) - Executive ownership and equity (00:41:29) - Structuring equity buyouts (00:42:58) - Valuation and liquidity rights (00:44:49) - Investment strategy and business acquisition (00:47:11) - Sourcing and evaluating business opportunities (00:50:14) - Onboarding and integration of new businesses (01:03:09) - Customer lifetime value and profitability (01:09:13) - Board meetings and CEO summits (01:14:36) - AI experiments and business impact (01:18:30) - Future vision and personal goals Support our Sponsors Ramp: ⁠https://ramp.com/fort⁠ Collateral Partners: ⁠https://collateral.com/fort⁠ Chris on Social Media: Chris on X: ⁠https://x.com/fortworthchris⁠ Instagram: ⁠https://www.instagram.com/thefortpodcast⁠ LinkedIn: ⁠https://bit.ly/45gIkFd⁠ Watch POWERS on YouTube: ⁠https://bit.ly/3oynxNX⁠ Visit our website: ⁠https://www.powerspod.com/⁠ Leave a review on Apple: ⁠https://bit.ly/45crFD0⁠ Leave a review on Spotify: ⁠https://bit.ly/3Krl9jO⁠  POWERS is produced by ⁠https://www.johnnypodcasts.com/⁠

In the finale of our Private Markets Outlook series, we sit down with Co-President and Chief Investment Officer Mike Kelly for an in-depth look into the new investing imperative in private markets. Mike joins Research team members Alan Flannigan and Andrew Korz to explore the shift from disinflation and low rates to today's environment of volatility, inflation and uncertainty. He gives insights into how private markets offer new opportunities for growth, diversification and operational value creation—especially in the U.S. middle market.  The Private Markets Outlook podcast series from Future Standard features special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Get more private markets insights at futurestandard.com/insights  Follow the value, not the herd: The new private markets imperative Q4 U.S. economic outlook: Artificial intelligence, real economic impact U.S. exceptionalism at a crossroads Have a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@futurestandard_fs For more research insights go to https://futurestandard.com/insights

In this episode, we speak with Randall Eason and Keoni Schwartz, Co-Founders and Managing Directors at Altamont Capital Partners, a private equity firm focused on transforming and scaling lower-middle market companies through deep operational expertise and value-creation capabilities. Since its founding, Altamont has invested in over 45 companies across the industrials, business services, financial services, and franchising & multi-unit sectors, with more than $4 billion in capital under management. Randall leads investments in the industrials and franchising & multi-unit sectors. Previously, he was a Principal at Golden Gate Capital, and held roles at Bain & Company and Williams-Sonoma. He holds an MA in sociology and a BA in economics, Phi Beta Kappa, from Stanford. Keoni leads investments in the financial and business services sectors. He was formerly a Principal at Golden Gate Capital and began his career as a consultant at Bain & Company and The Bridgespan Group. He holds a BA in history with honors from Princeton. Altamont was recently recognized by GrowthCap as a Top Private Equity Firm of 2025. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.

In this episode of the Private Markets Outlook series, we sit down with Scott Giardina, Managing Director and Head of Trading for Future Standard's Global Credit Team, for an in-depth look at the current state of private credit.Scott joins Research team members Alan Flannigan and Andrew Korz to discuss the benefit of specialization in private credit, why lender protections matter more than ever and what it means for investors.The Private Markets Outlook podcast series from Future Standard features portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Subscribe and stay tuned for more.Follow the value, not the herd: The new private markets imperative Q4 U.S. economic outlook: Artificial intelligence, real economic impact U.S. exceptionalism at a crossroadsHave a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@futurestandard_fs For more research insights go to https://futurestandard.com/insights

Tas Hasan, Managing Partner & COO, and Nelson Pereira, Director of Insurance Investor Partnerships at Deerpath Capital, share their perspective on the growing role of lower and middle market direct lending in insurance portfolios. With decades of experience and a long-standing focus on this segment, they explain why it's gaining traction among insurers seeking yield, diversification, and capital efficiency.   They break down the structural advantages of sponsor-backed lending, including stronger covenants, conservative leverage, and more lender-friendly deal terms. The discussion also explores how regulatory developments, such as NAIC guidance and capital treatment, are influencing insurer allocation decisions.   For insurance investors evaluating private credit strategies, this conversation offers valuable insight into manager selection, deal flow dynamics, and the key factors that set experienced lenders apart in today's market.

Private credit is booming, with global assets topping two trillion dollars. One hotspot is the U.S. middle market, nearly half of America’s economy, where the lower tiers offer higher yields, stronger protections, and less competition. Why is this segment drawing so much attention, and what’s behind the growing interest from Asian investors?On Wealth Tracker, Hongbin Jeong speaks to Thomas Cheong, President of Principal Asia and Executive Vice President of Principal Financial Group, to find out more.See omnystudio.com/listener for privacy information.

In this episode, Cyber Product Lead for E-Risk Services John Butler talks third-party risk, AI exposure, and more middle market cyber risk. The conversation covers the overall cyber threat landscape for medium-sized businesses, the growth of third-party risk, and new exposures coming from AI. We also discuss threat actors' use of AI and how underwriters are responding.

Not every deal needs an army of lawyers and sky-high fees to get across the finish line…So how are today's owners navigating increasingly complex M&A—and why is buyer behavior making it more challenging than ever?In this episode, Dennis O'Rourke, Partner and Chair of the Corporate, M&A and Securities Practice Group at Moritt Hock & Hamroff, shares why lower middle market companies don't have to compromise on expertise or affordability—and explains how a dramatic shift in buyer dynamics, fueled by the rise of “other people's money” (OPM), is adding new layers of complexity to deals.You'll discover…The surprising impact of buyers using investors' and lenders' capital—and why that's changing diligenceWhy “simple” deals are rarely as straightforward as sellers thinkHow to access big-firm legal expertise without big-firm price tagsThe hidden tension between buyers and sellers (and one way insurance is helping bridge the gap)The critical moment to bring in a specialist M&A lawyer—before it's too late

Who are the students and emerging professionals in insurance and risk management today, and what are they looking for in future employers? What do they value most when making career decisions? Gamma Iota Sigma Board of Trustees member and Travelers Executive Vice President and Personal Insurance President Michael Klein, Denise Perlman, Chief Executive Officer of Middle Market at Aon, and Robert Hartwig, Ph.D., CPCU, Associate Clinical Professor of Finance and Director of the Risk and Uncertainty Management Center at the University of South Carolina, shared their unique insights both as leaders in the industry and as mentors for emerging talent. They provided perspectives on how the insurance industry can create meaningful career pathways and rewarding careers for tomorrow's rising stars.Watch the original Wednesdays with Woodward® webinar: https://institute.travelers.com/webinar-series/symposia-series/insurance-emerging-talent.---Visit the Travelers Institute® website: http://travelersinstitute.org/.Join the Travelers Institute® email list: https://travl.rs/488XJZM.Subscribe to the Travelers Institute® Podcast newsletter on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7328774828839100417.Connect with Travelers Institute® President Joan Woodward on LinkedIn: https://www.linkedin.com/in/joan-kois-woodward/.

On this episode Shiv Narayanan interviews Craig Jones of TPE Boulder to discuss value creation in lower middle market private equity, focusing on smaller companies with $2-5 million in EBITDA.Craig shares TPE Boulder's approach to scaling businesses through organic growth, emphasizing diversification by location and provider, strengthening management teams, and addressing technology deficits. He explains how they align with founders on a 5-year growth plan, manage key risks like founder dependency, and prioritize initiatives to ensure scalability without overwhelming limited resources.Craig also highlights the importance of investing in high-growth healthcare markets, such as neuropathy treatment and interventional radiology, to drive enterprise value and attract larger PE buyers for higher EBITDA multiples at exit.The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Bryan Thornton joins host Brandon Sedloff on The Distribution for a wide-ranging conversation about his 26-year career at PCCP and the evolution of real estate investment management. He shares how his early experiences shaped his passion for urban environments, reflects on PCCP's growth from a California-focused startup to a national player, and explains why relationships remain central to both lending and equity investing. The discussion covers the shifts in capital markets, the rise of private credit, and how transparency, culture, and technology continue to redefine the industry. We discuss: PCCP's consistent middle-market strategy across debt and equity The profound shift from bank dominance to private credit in real estate lending The role of transparency and relationship “alpha” in operator-lender partnerships How culture and curiosity fuel long-term career growth and organizational success The impact of technology and data on the future of investment management This episode offers valuable perspective for anyone navigating the challenges and opportunities in real estate today. Links: PCCP - https://pccpllc.com/ Bryan on LinkedIn - https://www.linkedin.com/in/bryan-thornton-09868357/ Brandon on LinkedIn - ⁠https://www.linkedin.com/in/bsedloff/⁠ Juniper Square - ⁠https://www.junipersquare.com/⁠ Topics: (00:00:00) - Intro (00:01:32) - Bryan's career and background (00:11:44) - The scale of PCCP (00:14:33) - The state of the industry (00:19:28) - The relationship between lenders and borrowers (00:21:10) - PCCP's equity business (00:27:52) - The evolution of the markets (00:31:42) - The relationship between PCCP and her capital partners (00:33:12) - Culture and leadership (00:36:07) - Technology impacts on physical assets (00:42:53) - NAREIM (00:47:00) - Lessons from staying with one firm for over 25 years (00:49:54) - Predictions for the next decade

On this episode Shiv interviews Gus Araya, Co-Founder and Co-Managing Partner of Cordillera Investment Partners, to discuss how PE firms can generate alpha by investing in alternative assets like marinas, music royalties, and spirits.Gus shares Cordillera's approach to targeting niche, less correlated markets, using a repeatable process to source, diligence, and professionalize non-traditional assets. He explains how their flexible toolkit and operator partnerships create enterprise value.He also covers how to convince LPs to back unconventional strategies and why avoiding crowded sectors unlocks unique opportunities in private equity.The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

On this episode Shiv interviews Eliot Kerlin, Co-Founder of Broadwing Capital, to explore how PE firms can create value in the lower middle market by combining a systematic playbook with deep operational resources.Eliot explains Broadwing's five-part framework—from fortifying the foundation and scaling for growth to talent development, stakeholder impact, and exit preparation—and how their ops team works side by side with management to implement change.He also shares how to prioritize initiatives when resources are limited, why investing in human capital is critical to execution, and how building long-term relationships creates lasting advantages in private equity.The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Scott Aleali joins Brandon Sedloff on The Distribution to share his journey from early beginnings at Silicon Valley Bank to leading the private equity business at Citizens Private Bank. He reflects on the collapse of SVB and First Republic, the creation of Citizens Private Bank, and how his team is building a differentiated service model for private equity and venture capital clients. Scott also provides insight into industry trends, the rise of new liquidity solutions, and his own experience as a podcast host creating content for the private markets community. They discuss: Lessons learned from the failures of Silicon Valley Bank and First Republic How Citizens Private Bank was created and its focus on private equity and venture capital clients The importance of differentiation and returning capital in today's private markets New liquidity solutions for investment professionals and why the middle market is underserved Scott's journey into podcasting and the role of content creation in building authentic connections This episode offers valuable perspective for private markets professionals navigating an evolving financial landscape. Links: Scott on LinkedIn - https://www.linkedin.com/in/scottaleali/ Fund Fanatics Podcast - https://podcasts.apple.com/lu/podcast/fund-fanatics/id1810788445 Citizens Private Bank - https://www.citizensbank.com/private-banking/overview.aspx Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:02:04) - Scott's career and background (00:06:33) - The SVB and FRB failures (00:13:13) - Advice for delivering harsh news (00:14:42) - The founding of Citizens Private Bank (00:17:19) - The landscape of CPB today (00:31:12) - Scott's view of the market today (00:34:46) - What makes for a differentiated strategy/GP? (00:44:32) - Building the Fund Fanatics podcast and its impact on the business

What if AI made switching platforms effortless—and what would that mean for SaaS? This week on Topline, Sam Jacobs, Asad Zaman, and AJ Bruno unpack the latest headlines around Databricks, Snowflake, and Ramp to explore whether AI is truly shifting the foundations of enterprise software. They debate the reality behind “vibe coding,” question whether AI is actually boosting productivity (or just slowing us down), and discuss why so much of today's AGI conversation feels overhyped. Plus: the rise of nano agents, the illusion of developer efficiency, and what jobs might look like in 2030.   Thanks for tuning in! New episodes of Topline drop every Sunday and Thursday.   Don't miss GTM2025 — the only B2B tech conference exclusively for GTM executives. Elevate your 2026 strategy and join us from September 23 to 25 in Washington, D.C. Use code TOPLINE for 10% off your GA ticket.   Stay ahead with the latest industry developments and emerging go-to-market trends with Topline Newsletter by Asad Zaman. Subscribe today.   Tune in to The Revenue Leadership Podcast every Wednesday, where host Kyle Norton talks with real revenue operators and dives deep into what it takes to succeed as a modern revenue leader.   You're invited! Join the free Topline Slack channel to connect with 600+ revenue leaders, share insights, and keep the conversation going beyond the podcast!   This episode is sponsored by UserEvidence. Want to know what actually moves the needle on trust? Download The Evidence Gap, a data-backed report on the customer proof that drives real results. Get it now at userevidence.com/evidence.   Key Chapters: (00:00) - Welcome and Introductions  (02:00) - The Retreat Recap and Business Decisions  (04:30) - The Vanishing Switching Costs in SaaS and Cloud  (07:00) - Skepticism Around Kubernetes and Cloud Portability  (09:00) - Middle Market and SMB: Where AI-Enabled Switching Gains Traction  (12:00) - The Paradox of Switching Costs and Enterprise Inertia  (15:00) - The Ramp Phenomenon: Outpacing Incumbents with AI-Driven Finance  (18:00) - Future of Finance Teams: Human + AI Agents Collaboration  (22:00) - The Challenge of AI Hallucinations and Model Reliability  (26:00) - The Reality Check: AI Tools Slowing Developers Down  (29:30) - The Evolving Role of QA: More Fun or More Tedious?  (34:30) - Vibe Coding: Promise, Reality, and Use Case Limitations  (38:30) - Centralized AI Agents vs. Specialized Nano Agents  (42:30) - Envisioning 2030 Businesses: AI's True Impact Unfolds  (45:30) - Defining General and Super Intelligence: Myth vs. Reality  (50:30) - The AI Singularity and Moral Frameworks: Can Machines Learn Ethics?  (54:30) - The Grains of Sand, Rubik's Cube Permutations, and AI Complexity  (57:30) - Lighthearted Hot Takes: WNBA Enjoyment & Infinity Skepticism  (59:00) - Shoutouts to Masterminds, Meals, and Podcasts  (01:02:30) - Parting Thoughts on AI Adoption and CTAs for Listeners

Cyber risk is a top global concern, yet middle market companies often lag in coverage. This excerpt of the Insuring Cyber Podcast, hosted by Elizabeth Blosfield, explores how … Read More » The post Making Cyber Insurance Work for the Middle Market appeared first on Insurance Journal TV.

Cyber risk is a top global concern, yet middle market companies often lag in coverage. This excerpt of the Insuring Cyber Podcast, hosted by Elizabeth Blosfield, explores how … Read More » The post Making Cyber Insurance Work for the Middle Market appeared first on Insurance Journal TV.

Cyber risk is a top global concern, yet middle market companies often lag in coverage. This excerpt of the Insuring Cyber Podcast, hosted by Elizabeth Blosfield, explores how … Read More » The post Making Cyber Insurance Work for the Middle Market appeared first on Insurance Journal TV.

The need and opportunity for senior living providers to serve middle-income older adults have been in the spotlight especially since 2019. In this Newsmaker's podcast, Melissa Andrews, president and CEO of LeadingAge Virginia, joins McKnight's Senior Living Editor Lois Bowers to discuss what has changed from 2019 to now, as well as important considerations — and new resources on the way — for those who wish to serve the middle market.

In our last episode with Ohio State's CIBER's Dr. Michael Knemeyer and Dominic DiCamillo, they proudly referred to Ohio State's Fisher College of Business' National Center for the Middle Market.  Such an important resource center; so, I am delighted to have as today's guest the Managing Director, Doug Farren.  We had a great discussion about the varied work that they do.  I know you will find it interesting. I hope you enjoy this episode. After you've listened, we would love to hear your thoughts and comments, which you can post at https://www.exportstoriespodcast.com/ or on our Facebook or LinkedIn pages.

In this episode, we speak with Tyler Wolfram, a Managing Partner at Oak Hill Capital, a longstanding private equity firm that has been investing in the North American middle market for nearly 40 years. Oak Hill applies a specialized, theme-based approach to investing across services and digital infrastructure.  Since 1986, Oak Hill and its predecessors have raised over $23 billion in initial capital commitments and co-investments and have invested in more than 110 companies. Tyler has been a Managing Partner at Oak Hill Capital since 2012 and has been with the firm since 2001. Previously, he was a Managing Director at J.H. Whitney and spent the early part of his career at DLJ.   I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.  

Alex Abell is a Managing Partner at RCP Advisors, which at $14 billion of committed capital, is one of the largest firms focused exclusively on lower-middle market buyouts. Alex has spent twenty-three years in the business, starting on the LP side, building Atlas Diligence – a research and advisory platform focused on advanced analytics, and then merging Atlas with RCP a decade ago. Today, he helps manage RCP's research efforts, its customized solutions, and advisory services. Our conversation covers Alex's path and lessons learned investing in lower middle market buyout funds across assessing managers with data, benchmarking, blending quantitative and qualitative factors, and applying insights to primary and secondary investing. Alex and I just scratch the surface on what's possible with analytics in the private markets. If you'd like to learn more, reach out to Alex directly at alex@rcpadvisors.com Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Join Corey Quinn and Simon Bowen—Founder and CEO of The Models Method—to learn how to use visual models to drive agency growth. Simon shares how The Genius Model helps agency founders simplify complex ideas, improve sales, and avoid internal dilution that can lead to commoditization. Simon believes that business is not just about selling products or services—it's about solving real problems with a noble purpose. If you're an agency founder looking to refine your strategy and grow your business, this episode offers high-value insights you can apply right now. Episode Highlights: - The Genius Model Every Founder Needs — Why visual models could be your secret weapon for business growth. - Scaling Without Dilution — How to avoid losing your unique selling point as you grow. - The Key to Powerful Sales Conversations — Why clarity in messaging is crucial to standing out in a crowded market. - Lead Generation Control — Why founders must own this to drive business success. - Selling as a Force for Good — How to reframe sales as a noble profession that solves real problems. - The Middle Market is Disappearing — Why you need to pick a clear market position to thrive. - Building a Scalable Team — How to ensure your team is aligned with your vision for sustainable growth. The resources mentioned in this episode are: - Learn more about The Models Method: https://www.modelsmethod.com - Connect with Simon Bowen on LinkedIn: https://www.linkedin.com/in/simonbowen-mm - Learn more on Simon's YouTube channel: www.youtube.com/@simonbowen_mm - Escape the generalist trap with my best-selling book “Anyone, Not Everyone” and discover how to become the go-to agency in a vertical market https://www.AnyoneNotEveryone.com

In this episode, Kristina Talkowski, head of commercial lines, middle market for Nationwide, shares takeaways from a recent survey of small and medium sized businesses. Among the range of risk management issues covered are economic concerns, supply chain disruptions, cyber threats and regulatory compliance issues. She also discusses gaps in risk preparedness for middle market businesses, industry opportunities, and more.

Nick Rose, CFO of Enable, joins CJ to discuss one of the most overlooked yet powerful levers for growth, trust, and alignment in B2B commerce: rebates. They talk about how rebates are often dismissed as accounting clean-up or mistaken for discounts, but they are actually critical pricing incentives that foster long-term relationships. Nick describes how he first came to Enable as a customer and how it helped him uncover more than $7 million in missed rebates. He breaks down how rebates differ from discounts, how they can exceed net profit, and why manual rebate systems are so complex and inaccurate. Nick also explains how Enable is building a new SaaS category, and the importance of becoming a business's top three priority as a SaaS platform.If you're looking for an ERP, head to NetSuite: https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.—SPONSORS:Subscript is a modern billing and revenue recognition platform designed for SaaS finance teams that need flexibility and accuracy. From automated invoicing and dunning to compliant, transparent revenue recognition and real-time analytics, Subscript eliminates manual work, reduces errors, and gives you a single source of truth for all your financial data. Book a free demo at subscript.com.Rippling Spend is a spend management solution that handles your entire company's spending in one unified system. It enables you to bring your corporate cards, expense management, bill pay, and more into one place to achieve real-time visibility and uniquely granular control with automated policy controls across every type of spend. Get a demo to see how much time your org would save at rippling.com/metrics.Vanta's trust management platform takes the manual work out of your security and compliance process and replaces it with continuous automation. Over 9000 businesses use it to automate compliance needs across over 35 frameworks like SOC 2 and ISO 27001. Centralize security workflows, complete questionnaires up to five times faster, and proactively manage vendor risk. For a limited time, get $1,000 off Vanta at vanta.com/metrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. From spotting hidden optimization opportunities to automating painful procurement workflows and giving you the best market data to turn vendor negotiations in your favor, Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit tropicapp.io/mostlymetrics to learn how.MUFG is the largest bank in Japan and a global banking powerhouse with a focus on empowering Growth and Middle Market stage companies in North America and Europe. MUFG provides comprehensive banking services for VC-backed, PE-backed, and public companies with revenues starting at $40M. The bank combines its global capabilities with deep operational understanding to help companies accelerate their growth trajectory. Contact group head Bob Blee at bblee@us.mufg.jp to find out more.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.Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.—FOLLOW US ON X:@cjgustafson222 (CJ)—TIMESTAMPS:(00:00) Preview and Intro(02:18) Sponsor – Subscript | Rippling Spend | Vanta | Tropic(07:22) From Geography Major to CFO(10:44) How Nick Became an Enable Customer(13:45) $7–8 Million in Missed Rebates(17:01) Sponsor – MUFG | NetSuite | Planful(20:27) Complexity in Manual Rebate Systems(21:45) What Is a Rebate?(26:07) Rebates Exceeding Net Profit(27:30) Why Rebates Build Long-Term Relationships(28:43) Trust and Rebates(34:42) Channel Stuffing and Rebate Fraud(39:59) Bringing Rebates and Pricing Together(42:32) Rebates Versus Discounts(43:23) The Challenges of Creating a New Category(45:42) Becoming a Top Three Priority(48:53) Investor Thesis and Network Effects(51:08) Long-Ass Lightning Round: Bad Hiring Decisions(54:25) Advice to Younger Self(55:36) Finance Software Stack(56:45) Craziest Expense Story Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Over 90% of U.S. businesses generate less than $5 million profit per year, yet these businesses are the backbone of our economy. Although the majority of Private Equity investments are in larger companies, many smaller companies are investable and need access to capital and expertise to grow. Ariez Dustoor, Partner at NB Group Investors, invests in founder or family-owned Wellness related or multi-location service businesses with $10 - $100,000,000 million in revenue, and attempts to achieve a 3 to 4 x multiple on invested capital within five years. 

Sanjay Datta, CFO of Upstart and former senior finance exec at Google, joins CJ to discuss leadership, scaling, and the future of lending with AI. Sanjay spent 12 years at Google, helping grow it into an $80B global ads business. He sheds light on Google's monetization model, the simplicity of its forecasting, and the power of centralized analytics. He also reflects on scaling Upstart from $10M to $500M, going public, managing investor and employee expectations, and staying agile through macroeconomic shifts.If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.—SPONSORS:Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.Subscript is a modern billing and revenue recognition platform designed for SaaS finance teams that need flexibility and accuracy. From automated invoicing and dunning to compliant, transparent revenue recognition and real-time analytics, Subscript eliminates manual work, reduces errors, and gives you a single source of truth for all your financial data. Book a free demo at subscript.com.Rippling Spend is a spend management solution that handles your entire company's spending in one unified system. It enables you to bring your corporate cards, expense management, bill pay, and more into one place to achieve real-time visibility and uniquely granular control with automated policy controls across every type of spend. Get a demo to see how much time your org would save at rippling.com/metrics.MUFG is the largest bank in Japan and a global banking powerhouse with a focus on empowering Growth and Middle Market stage companies in North America and Europe. MUFG provides comprehensive banking services for VC-backed, PE-backed, and public companies with revenues starting at $40M. The bank combines its global capabilities with deep operational understanding to help companies accelerate their growth trajectory. Contact Bob Blee at bblee@us.mufg.jp to find out more.Vanta's trust management platform takes the manual work out of your security and compliance process and replaces it with continuous automation. Over 9000 businesses use it to automate compliance needs across over 35 frameworks like SOC 2 and ISO 27001. Centralize security workflows, complete questionnaires up to five times faster, and proactively manage vendor risk. For a limited time, get $1,000 off of Vanta at vanta.com/metrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. From spotting hidden optimization opportunities to automating painful procurement workflows and giving you the best market data to turn vendor negotiations in your favor, Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit tropicapp.io/mostlymetrics to learn how.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.—FOLLOW US ON X:@cjgustafson222 (CJ)—TIMESTAMPS:(00:00) Preview and Intro(02:17) Sponsor – Planful | Subscript | Rippling Spend(05:39) Sanjay's Unconventional Career Path(07:55) Lessons From Google on Being a Leader(10:11) Managing an $80 Billion Revenue Ad Business(12:24) The Evolution of Google's Monetization Model(15:06) Sponsor – MUFG | Vanta | Tropic | NetSuite(21:04) Scaling Google Ads to $80 Billion(23:18) Google's Forecasting Model(24:48) Complexity and Scale at Google(28:03) The Science of Analytics in a Digital Company(31:06) Upstart's IPO(33:00) Managing Internal Expectations in Good and Bad Times(37:10) Why You Should Work Yourself Out of a Job Each Year(41:23) Things That Get Easier As You Scale(42:18) How Metrics Shift With Scale(43:35) Contingency Planning at Upstart(47:13) Why the Lending System Is Broken(49:44) How Upstart Keeps Its Credit Models Accurate and Ethical(54:31) Predictions on the Lending Market for the Next Year(58:35) Long-Ass Lightning Round: Wine Corking Business(1:01:17) Advice to Younger Self(1:02:26) Finance Software Stack(01:02:57) Craziest Expense Story Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Ryan has more than 20 years of experience in real estate investing, finance, and portfolio /asset management; including over $10B in transaction value ranging from acquisitions and capital markets to strategic joint ventures and M&A.  Prior to co-founding Last Mile Investments, Ryan served on the senior leadership team of Phillips Edison & Co (as Principal of the institutional management business) an approximately $7B fully integrated real estate platform focused on the retail sector, where he most recently built and led the Institutional Investment Management business.  Ryan was responsible for all aspects of the business including strategic direction and growth, portfolio management, performance, investor relations, and capital raising.  Ryan is a graduate of the University of Illinois with a BS in Finance.  He is also on the board of the Lexington Hotel Group, as well as an active member in YPO, ICSC and ULI nationally, where he is the Chair for a national retail council consisting of senior level peers. Links: Last Mile Ryan on LinkedIn Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:02:01) - The Contrarian Thesis Behind Last Mile (00:05:02) - Building a Vertically Integrated Platform (00:06:43) - Understanding Retail's Misunderstood Value (00:10:34) - Operational Alpha and Investment Strategies (00:14:41) - The Importance of Boots on the Ground (00:18:18) - Current State and Future Plans for Last Mile (00:26:18) - The Shift from Malls to Strip Centers (00:27:01) - Understanding the Investor Base (00:27:48) - Relatability of Retail Investments (00:31:08) - Aggregation and Value Creation (00:34:38) - Macro Themes in Retail (00:39:27) - The Undersupply of Retail (00:40:34) - The Future of Malls and Lifestyle Centers (00:42:48) - Building a Long-Lasting Platform (00:48:46) - Conclusion and Contact Information

Jerome Nichols is President of Standard Real Estate Investments, where he is focused on new business development and investment sourcing, in addition to his involvement in all major decisions pertaining to the business.  Prior to co-founding Standard Real Estate Investments, Jerome spent six years at CBRE Investment Management as a Senior Director and Deputy Portfolio Manager of the CBRE GI U.S. Development Partners Fund Series. In this role, he served as the lead development sourcing officer for CBRE GI Americas and sourced $6 billion in deal volume. He was actively involved in several initiatives at CBRE GI, including his role as the Chair of the Social Impact Counsel.  In addition to his time at CBRE, Jerome spent six years with The Bozzuto Group, a vertically integrated multifamily development and operating company. He is also a former professional football player.  Jerome is an Alumnus and active supporter of the Robert Toigo Foundation. He received an MBA from the University of Chicago Booth School of Business and a Bachelor of Science in Business from Wake Forest University. Links: Standard Real Estate Investments - https://www.standardrei.com/ Jerome on LinkedIn - https://www.linkedin.com/in/jerome-nichols-standard Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:01:36) - Jerome's Background and Career Journey (00:04:00) - Launching Standard Real Estate (00:06:34) - Standard Real Estate's Vision and Strategy (00:10:42) - Navigating Challenges and Lessons Learned (00:17:24) - The Role of Strategic Capital Partners (00:21:38) - Standard Real Estate's Current Focus and Differentiators (00:29:19) - Future Outlook and Closing Remarks

Ambereen Toubassy, the CFO of Airtable, has experience as an advisor, an investor, and an operator. In this episode, she joins CJ to talk about how this experience informs her role as a CFO. The two delve into the complexities of navigating investor feedback and how to take criticism without getting defensive. They also discuss how to build the right advisory network, red flags to watch for, and the importance of scaffolding your weaknesses with external expertise. The episode also highlights the value of specificity in the role of a finance leader. Ambereen shares insights from her extensive career, including her time at Quibi, explaining what she learned from this moonshot idea that didn't work out as hoped and her approach to balancing fiduciary duties with the human side of leadership.If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.—SPONSORS:Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Brex makes it easy to control spend before it happens, automate annoying tasks, and optimize your finances. Find out how Brex can help you make every dollar count at brex.com/metrics.Vanta's trust management platform takes the manual work out of your security and compliance process and replaces it with continuous automation. Over 9000 businesses use it to automate compliance needs across over 35 frameworks like SOC 2 and ISO 27001. Centralize security workflows, complete questionnaires up to five times faster, and proactively manage vendor risk. For a limited time, get $1,000 off of Vanta at vanta.com/metrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. It doesn't just show you where the problems are—it helps you solve them. From spotting hidden optimization opportunities, like duplicative spend, to automating those painful procurement workflows, to giving you the best market data that turns every vendor negotiation in your favor. Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit tropicapp.io/mostlymetrics to learn howMUFG is the largest bank in Japan and a global banking powerhouse with a focus on empowering Growth and Middle Market stage companies in North America and Europe. MUFG provides comprehensive banking services for VC-backed, PE-backed, and public companies with revenues starting at $40M. The bank combines its global capabilities with deep operational understanding to help companies accelerate their growth trajectory. Contact group head Bob Blee at bblee@us.mufg.jp to find out more.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.RightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. Whether it's multi-element arrangements, subscription renewals, or complex usage-based contracts, RightRev takes care of it all. That means fewer spreadsheets, fewer errors, and more time for your team to focus on growth. For modern revenue recognition simplified, visit rightrev.com and schedule a demo.Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.—FOLLOW US ON X:@cjgustafson222 (CJ)—TIMESTAMPS:(00:00) Preview and Intro(02:25) Sponsor – Brex | Vanta | Tropic(06:55) What Ambereen Has Learned from Being an Investor(10:53) Dealing with Investor Feedback(18:09) Sponsor – MUFG | NetSuite | RightRev | Planful(22:54) Tips for Not Taking Feedback Personally(24:12) When to Bring Founders into Meetings with Investors(25:52) Scaffolding Your Weaknesses(30:59) Whether or Not to Pay More for Great Advisors(34:12) How to Identify the Right Banker or Consultant(35:13) Banker and Consultant Red Flags to Watch Out For(39:11) “In the Particular Is Contained the Universal”(42:42) How the Specific Plays a Role in the Job of a Finance Leader(46:46) Quibi, the Moonshot Idea That Didn't Land as Planned(50:16) Fiduciary Responsibility When Things Don't Go as Planned(55:00) Long-Ass Lightning Round: A Career Mistake(55:48) Advice to Younger Self(57:14) Finance Software Stack(58:26) Craziest Expense Story Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

As Founding Managing Partner, Tom Hall provides oversight of investments, property operations, finance, and strategic planning. With more than 20 years of experience in the multifamily industry, Tom has managed over $1.2 billion in equity and participated in transactions exceeding $4 billion. He has also been instrumental on the ownership and management of more than 18,000 units across 14 states. His expertise has driven the discovery and execution of multiple high-growth strategies in the multifamily sector, resulting in outsized returns for investors. Tom earned a degree in Accounting from California State University, Hayward, and is a former CPA. When not at work, he enjoys cycling and crafting wine as a semi-professional winemaker. Links: Tom on LinkedIn GL Capital Partners Brandon on LinkedIn Juniper Square Topics: (00:00:00) - Intro (00:02:30) - Tom's background and career (00:06:20) - Tom's experience raising Fund 1 and the composition of investors (00:08:52) - How has the capitalization of your funds progressed from the first through the fifth? (00:10:54) - What have you learned about being a fiduciary for these individuals? (00:13:37) - What is most misunderstood about working with ultra-high net worth or family offices? (00:15:50) - What does your investor count look like today? (00:17:57) - What would one of your investors say about their relationship with your firm? (00:19:16) - What does vertical integration look like for you? (00:23:40) - How do you differentiate yourself in the industry? (00:26:53) - Where do you see the greatest opportunity in multifamily over the next 12-36 months? (00:30:43) - How competitive is the capital source landscape for you? (00:33:40) - Do you anticipate doing anything differently over the next year? (00:34:57) - What advice do you have for folks not raising institutional money?

On this episode of the The Passive Income Playbook, host Pascal Wagner interviews Aleksey Chernobelskiy, former executive at Store Capital and founder of GPLP Match, about navigating the complex relationship between limited partners and general partners in commercial real estate investing. Chernobelskiy draws from his experience at Store Capital, where he helped deploy 1-2 billion dollars annually, to explain how LPs should approach due diligence differently when evaluating smaller versus institutional-sized deals. He provides valuable insights on distinguishing between "red flags" and "yellow flags" in investment opportunities, dissects why LPs often miss aggressive rent growth assumptions in multifamily deals, and offers his golden rule for investors: if you can't identify at least three ways your investment could go to zero, you're not ready to invest. The conversation provides critical guidance for passive investors seeking to evaluate deals more effectively in today's challenging market environment. Sponsors: Vintage Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Matt Wolf, Senior Analyst at RSM discusses how supply chains have become nine times more complicated over the past 15 years, the impact of labor shortages, and the growing role of AI in managing business operations. Click here to learn more from RSM’s ‘The Real Economy Blog’

In this episode of Masters of Moments, I share my experiences in hospitality and real estate investment, from raising $6 million for a preferred equity deal to handling unexpected challenges in hotel management. I also discuss the shift toward experiential and lifestyle hotels and why smaller investment opportunities can offer strong returns. I also discuss how technology improves hotel operations, makes it easier to manage boutique properties, and the potential benefits of incorporating residences into hotel projects. I also break down key strategies for building strong investor relationships and navigating market trends. Other topics include: - Finding value in overlooked investment opportunities- Revenue strategies for hotel profitability- Lessons learned from setbacks in hotel operationsWhether you're new to hospitality or a seasoned investor, this episode offers practical insights on building and managing successful hotel projects.Connect & Invest with Jake:Follow Jake on X: https://x.com/JWurzak1 on 1 coaching with Jake: https://www.jakewurzak.com/coachingLearn How to Invest with DoveHill: https://bit.ly/3yg8PwoTopics:(00:00:00) - Intro(00:00:51) - Exploring Estelle Manor: A New Hospitality Trend (00:02:46) - Insights from the Lodging Investment Conference (00:04:13) - Opportunities in Small Deals and Private Equity (00:06:54) - The Shift in Hospitality Preferences (00:08:06) - Challenges for Traditional Hotels (00:09:08) - The Rise of Experiential and Lifestyle Hotels (00:09:50) - Case Study: The Breakers Hotel (00:11:01) - The Middle Market's New Options (00:20:16) - Automating Small Hotels: A Success Story (00:28:24) - Scaling Challenges in the Hotel Business (00:28:56) - Dealing with Hotel Incidents (00:31:41) - Balancing Occupancy and Revenue (00:33:30) - Strategies for Managing Hotel Rates (00:37:55) - The Rise of Experiential Travel (00:43:47) - Incorporating Residences in Hotels (00:46:50) - Fractional Ownership and Real Estate Strategies (00:53:16) - Creating a Unique Hotel Brand (00:55:26) - Effective Communication for Raising Capital (00:58:41) - Conclusion and Final ThoughtsLinks:Estelle Manor - https://www.estellemanor.comThe Lodging Conference - https://www.lodgingconference.comHyatt Regency O'Hare Chicago - https://www.hyatt.com/en-US/hotel/illinois/hyatt-regency-ohare-chicago/ohareChicago Athletic Association Hotel - https://www.chicagoathletichotel.comMuse - https://www.muse.comSALTO Systems - https://www.saltosystems.comDIAMO - https://www.diamo.comCost.com - https://www.cost.comAutoCamp - https://www.autocamp.comBelmond - https://www.belmond.comLVMH - https://www.lvmh.comAll-In Podcast - https://www.allinpodcast.coCloudKitchens - https://www.cloudkitchens.com

Rates on the rise, as investors brace for what President-elect Donald Trump's tariff plan could do to inflation. The trouble brewing under the surface.. And the sections of the market feeling the pressure. And A check on the middle market. What a new report out of a private credit powerhouse is saying about the landscape.Fast Money Disclaimer

Our student Louisa came to us her junior year looking for help with full time recruiting. She had just recruited for junior summer internships on her own, but was only able to get into a middle market bank. After hearing her peers recommend WSMM, she decided to reach out. Soon our coaches were helping her work on her behaviorals and navigate the networking process. Hear her talk about how she improved her candidacy the second time around and secured a full time offer from a bulge bracket bank. Want help securing an offer from a top tier firm on Wall Street? Apply here: wallstmastermind.com/applyutm_source=podcastep300

When Craig Rupp left Iowa in the 80s, he never wanted to step foot on a farm again. A whirlwind career as an engineer took him to some of the biggest companies - Motorola, Apple, Samsung - but he always felt a strong connection to his roots. He had an idea he couldn't shake - an opportunity to change farming forever. Introducing Sabanto and its best-in-class Autonomous Operator, Steward. On the day of their first big test, the tractor froze, stuck in a field in a blizzard - no planting, no company, no future. If Craig wanted this to work, he had to find a solution - and fast.  Ben is back with a series of episodes celebrating businesses from across America, starting with the great state of Iowa and Sabanto Agriculture. Joining Ben is Sachin Seghal Founder of Elevate Digital Marketing in Des Moines and Brian Lamb, Northeast segment head for Middle Market at JPMorgan Chase. Together they discuss the developments in Artificial Intelligence and its importance for small businesses while sharing insights on how small businesses can effectively transition to mid-sized enterprises and beyond.    The Unshakeables is brought to you by Chase for Business and Ruby Studio by iHeartMediaSee omnystudio.com/listener for privacy information.