Podcasts about middle market

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.

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

http://www.FutureOfRisk.comFuture of Risk is recording live at RIMS RISKWORLD! Middle Market is growing! And Zurich's capabilities align to our customer needs. Stan Bernard, Head of Industry Practices for U.S. Middle Market for Zurich North America, highlights the areas Zurich is investing in that are helping to fuel our growth.

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. 

Building relationships is fundamental to turning around middle-market companies, according to SierraConstellation Partners (SCP) Founder and CEO Lawrence Perkins, as employees are “in the center of the bullseye [and] doing the work every day, taking the calls from the vendors, taking the calls from the analyst, the private equity sponsor...the direct lender.” In his feature interview with Bloomberg Intelligence analysts Noel Hebert and Phil Brendel (7:36), Perkins shares he's encountering more “distressed by accident” lenders these days, courtesy of the private credit boom, than the “distressed on purpose” ilk. He delves into the differences between Chapter 11, Article 9 sales, and Assignment for the Benefit of Creditors (“ABC”). Prior to that, Hebert and Brendel open up with thoughts on April's market whiplash. The podcast concludes with BI's Negisa Balluku joining them for a roundtable discussion on Hertz, J&J, Ardagh, Franchise Group, Yellow Corp and Telesat (67:28). Links mentioned in the podcast: https://www.distressedinvestingconference.com/media-night.html

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

In our milestone 50th episode of the Private Equity PErspectives podcast, host Todd Kinney is joined by Lloyd Metz, Managing Director at ICV Partners, and Monika Mantilla, President and CEO at Altura Capital. Together, they discussed: Building competitive advantages through disciplined investing and operational capabilities.The role of trust and shared values in creating successful partnerships, from portfolio companies to institutional investors.How technology enables operational excellence and drives value creation in today's market.

Eric Purington, Portfolio Manager for the aberdeen Global Income Infrastructure fund says that large-scale infrastructure investors have raised billions to pump into the big names in the sector, the smaller private-equity firms and the middle-market opportunities have struggled to bring in capital. That has created an opportunity that Purington has taken advantage of for the last few years and that he sees continuing, as the infrastructure space continues booming; middle-market opportunities grow and mature and really pay off when they become investment targets for those well-funded, big private-equity investors. Purington says this trend has persisted over the last few years, is not dependent on government issues or subject to as much political risk as other infrastructure ideas.

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

Liz Campbell, Chief Investment Officer of Portfolio Advisors, joins our hosts to discuss strategies for success in middle market investing. She emphasizes the importance of fundraising discipline and the evolving landscape of real estate investments, highlighting niche areas that are gaining traction. More S&P Global Content: New White Paper: Overcoming Fractured Data Chains and Achieving Operational Brilliance in Private Markets Credits: Host/Author: Chris Sparenberg, Jocelyn Lewis Guests: Liz Campbell, Portfolio Advisors Producer: Georgina Lee www.spglobal.com www.spglobal.com/market-intelligence

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’

The best credit opportunity lies in middle-market collateralized loan obligation equity, according to Carlyle. “It is a newer market and not everyone’s investing and chasing that asset class,” said Lauren Basmadjian, the firm’s global head of liquid credit. “We’re seeing mid-to-high teens IRRs,” Basmadjian tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Mike Campellone in the latest Credit Edge podcast. That compares to 12%-13% internal rates of return from CLOs backed by broadly syndicated loans, she adds. Basmadjian and Campellone also discuss growing risk from liability management exercises, private/public debt convergence, default rates, M&A and European leveraged loan market opportunities.See omnystudio.com/listener for privacy information.

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

Erica Gessert, CFO of Upwork, and former Senior Vice President of Finance & Analytics at PayPal, joins CJ for this episode. They discuss Erica's experience with forecasting models at PayPal, emphasizing the need for adaptable models that change with economic conditions. Delving into her role at Upwork, Erica explains the company's approach to customer acquisition costs, the significance of network effects in marketplace businesses, and Upwork's take rate strategies. The conversation covers Upwork's investment in R&D, how the company maintains platform trust in the face of bad actors, and the impact of AI. Apart from explaining how Upwork gained 20 points of EBITDA in just three quarters, Erica also sheds light on their North Star metrics, how they balance growth and profitability, their approach to M&A, and her experience reporting to Masayoshi Son during her time at Sprint. —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.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.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 howRightRev 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.—FOLLOW US ON X:@cjgustafson222 (CJ)—TIMESTAMPS: (00:00) Preview and Intro(02:30) Sponsor – Planful | MUFG | Brex(06:17) Budgeting at PayPal(10:23) Forecasting Methodologies at PayPal(13:15) The Impact of the Calendar on Forecasting(15:01) Forecasting and Macroeconomic Indicators(16:29) Planning Will Take as Long as the Time You Allot for It(17:56) Surprising Insights About Freelancers(19:26) Sponsor – Vanta | Tropic | RightRev(24:55) Upwork's Customer Acquisition Cost(27:59) Freelancers and AI Adoption(29:07) Network Effects in Upwork's Model(31:14) Upwork's Take Rate Strategies(34:49) R&D Investing at Upwork(38:36) Selling Trusted Transactions(41:12) Upwork's North Star Metrics(42:59) Recognising the Potential of AI(44:05) How Upwork Gained 20 Points of EBITDA in Three Quarters(45:29) Balancing Growth and Profitability(46:41) Upwork's M&A Strategy(48:35) Long-Ass Lightning Round: A Big Career Mistake(50:55) Reporting to Masa from SoftBank(52:49) Advice to Younger Self(54:18) Finance Software Stack(54:55) Craziest Expense Story Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Steve Moran chat with Justin Wray, President of Jaybird Senior Living, for a conversation covering innovative approaches to senior living, tackling Middle Market challenges, the importance of wellness for both residents and team members, and creating meaningful resident experiences. Justin shares Jaybird's commitment to residents, families, and employees. They also discussed how purposeful programming, innovative technology, and compassionate leadership improve senior living.   They cover: Resident and Family-Centered Approach: Jaybird Senior Living focuses on building trust and comfort for families, ensuring transparency, consistent care, and communication. The organization acknowledges that family members often act as decision-makers and works to engage them effectively. Commitment to the Middle Market: Jaybird strategically operates in rural and underserved areas by leveraging clusters of properties to share resources and reduce costs. They balance affordability with quality by maintaining efficient staffing and tailoring services to specific community needs. Innovative Wellness Programs: Jaybird's Ascend Wellness Program promotes the Six Dimensions of Wellness for residents in assisted and independent living. Team members are also encouraged to embrace wellness, with tools and initiatives designed to enhance their physical, emotional, and social health. Technology-Driven Solutions: Jaybird is implementing tools like TSO Life to enhance resident engagement and facilitate personalized connections between residents. Programs like a nurse triage system allow nurses to fully disconnect during off-hours, improving work-life balance and reducing turnover. Rethinking Activities and Purposeful Living: Justin emphasized shifting away from outdated, generic programming toward purpose-driven, meaningful activities tailored to individual residents. He challenges leaders to reassess the value of current activities and to consider whether they would enjoy participating themselves. Effective Crisis Management: A story of a resident intervening during a crisis (a man with a chainsaw entering the facility) highlighted the resilience and courage found in senior living communities, as well as the importance of having a strong, responsive support system in place. Challenges and Opportunities in Staffing: Recruiting and retaining skilled employees in rural areas remains a challenge, but Jaybird aims to be the employer of choice in these communities. Shared staffing models across nearby properties provide flexibility and learning opportunities for team members. Leadership's Role in Building Trust: Justin's personal involvement, like sitting with concerned family members, exemplifies the importance of empathy and listening in creating positive resident and family experiences.  

In this episode, CJ is joined by Kapil Agrawal, CFO at Outschool, former CFO of Poshmark, and former Global Head of Pricing and Finance Business Partner at Uber. Kapil shares insights on Uber's pricing strategies and the use of promotions to drive customer growth. He discusses the multiple North Star metrics used at Uber before explaining his role in changing the company's take rate. He also talks about his role at Poshmark and how he raised the company's gross margin. The conversation explores the advantages and challenges of marketplace models versus subscription models and highlights the potential of combining both. Also covered is the significance of high-quality decision-making as a leader and the role of hard work in achieving this.—SPONSORS: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.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 how.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:(0:00) Preview and Intro(02:50) Sponsor – MUFG | Brex | Vanta(07:15) Discounting and Promotions at Uber(09:26) Pros and Cons of Acquiring Customers with Promotions(13:48) How Uber Determined the Promotion Term of Nine Months(14:33) Promotional Launch Strategies Across Different Uber Platforms(17:49) Sponsor – Tropic | RightRev | Planful(21:10) The Multiple North Star Metrics at Uber(24:31) Retention for Drivers Versus Passengers(25:25) Tackling the Competition for Drivers(27:20) Changing Uber's Take Rate(31:55) Raising the Gross Margins at Poshmark(37:53) Moving from Buyer and Seller Cohorts to User Cohorts(39:20) Poshmark's Take Rate(42:46) Intro to Outschool(43:20) Transaction-Based Models Versus Subscription-Based Models(45:04) The Role of Capital Allocation(47:22) Combining Transaction-Based and Subscription-Based Models(49:45) Being Judged on the Quality of Your Decisions(54:00) Hiring: Generalists Versus Specialists(56:06) Long-Ass Lightning Round: A Price Cut Regret(57:34) Advice to Younger Self(58:44) Finance Software Stack(59:28) Craziest Expense Story Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Neville Rhone, Jr. is the co-founder and managing partner at Arc Capital Partners, a leading institutional real estate owner and investment manager. Arc is focussed on converting mixed-use properties instead of tearing down and building new. Rhone also is someone who's poised to find opportunities in challenging environments. So where are these opportunities hiding? ”Everything that we do is in the middle market,” says Rhone, who goes on to explain that the middle market is often overlooked. “Blackstone is not paying attention to it; Blue Creek is not paying attention to it.” The middle market often is “too complicated for the smaller investors,” so they also miss out on great opportunities. In Neville Rhone, Jr.'s compelling conversation with AFIRE CEO Gunnar Branson, the two men discuss where the best investment opportunities are hiding in 2025—and why a fresh perspective on investments in this upcoming cycle is so beneficial. Key Moments 00:00 AFIRE CEO Gunnar Branson intro. 01:02 Branson introduces Neville Rhone, Jr. Managing Partner at Arc Capital Partners 02:12 Where are the best opportunities for attainable housing? 06:12 How does Arc approach infill urban areas and create more attainable market-rate housing? 11:07 How does Arc encourage thinking about unconventional investment opportunities in a challenging environment? 15:42 How does Rhone help investors understand that this middle-market approach is a wise, risk-adjusted approach? 26:24 Why should building owners care about sustainability in their investment approach? 29:43 Where are the opportunities hiding in 2025?

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Brian Van Elslander, Head of MAM Direct Lending Portfolio Management, Americas, and Bill Eckmann, Head of Macquarie Principal Finance, Americas, to discuss the evolving landscape of direct lending. With private credit playing an increasingly significant role in institutional portfolios, Brian and Bill share insights on the growth of Macquarie's direct lending platform, the firm's approach to alignment and risk management, and key considerations for insurance investors exploring this asset class.   They also examine current market dynamics, sector opportunities, and best practices for insurers looking to allocate to private credit. Whether you're already investing in direct lending or evaluating its strategic fit, this conversation offers valuable perspectives on navigating the space.

Watch Here: https://youtu.be/pnMxKKPCBQMAbout the Guest(s): Jerome Myers is a dynamic leader and the founder of Exit to Excellence, a consultancy focused on helping business owners transition from their companies with both confidence and a sense of purpose. Previously, Jerome built a successful $20 million division for a Fortune 550 company. Post-corporate life, he ventured into real estate, significantly impacting the market through apartment syndications. Jerome now dedicates his time to coaching and consulting entrepreneurs, ensuring they find fulfillment and significance beyond monetary gains from selling their businesses. His expertise in helping business founders navigate exits aligns deeply with his personal experiences of transformation.Summary: Ronald Skelton welcomes back Jerome Myers, founder of Exit to Excellence, to discuss the intricacies of business exits and the emotional journey that follows. They dive into the concept of the Founders Exit Paradox and the importance of having a clear vision post-exit to avoid feelings of emptiness and depression. Jerome introduces the NEXT framework—nourish, evaluate, explore, transcend—to guide entrepreneurs toward a fulfilling new phase. They also address the significance of relationships and how to plan effectively for life beyond business, ensuring a purpose-driven transition.Key Takeaways:Business exits can lead to emotional challenges like the "Founder's Exit Paradox," where monetary gain may quickly be overshadowed by feelings of emptiness.Jerome Myers developed the N.E.X.T. framework—Nourish, Evaluate, Explore, Transcend—to guide founders in planning purposeful transitions beyond business exits.Relationships significantly change post-exit; building a supportive network outside of work is essential to mitigating feelings of loneliness.Proper succession planning and self-reflection on skills and goals can prepare entrepreneurs for a fulfilling life after exiting their businesses.Understanding and navigating the six centers of doubt: self-image, relationships, work, health, prosperity, and significance, can facilitate a meaningful and successful exit journey.--------------------------------------------------Contact Jerome onLinkedin: https://www.linkedin.com/in/jeromemyers/Website: http://www.theexitparadox.com/book--------------------------------------------------

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

Real Estate is a block-to-block business, especially multifamily. That's why a highly targeted strategy is desirable when choosing an operator to invest in. Tight geographic and asset class focus mitigates a lot of risk. Michael Voulgarakis, COO of Southgate Ventures, buys class B and C multifamily properties in Seattle in the sub-middle market $10 million, 20-30 unit range from owners who've owned the properties 15-30 years. With longer-term ownership, there's a likelihood that value-add opportunities exist to significantly enhance the values of these properties. There's an abundance of these properties in Seattle, a growing market with limited supply, robust employment, and high incomes.

Watch Here: https://youtu.be/zo0kk24sKJMAbout the Guest(s): Brian Scanlon is the Managing Parnter of DealGen Partners, a company specializing in deal origination primarily for private equity funds and their portfolio companies. With a career path that started unexpectedly in college through managing Facebook posts for a PR firm, Brian built and exited his first business right after graduation. Further embedding himself in the market, he gained experience at a boutique M&A advisory firm where he honed his skills in B2B lead origination. In 2019, alongside his partner, he launched DealGen Partners to focus on originating acquisition opportunities in the middle-market for private equity investors.Episode Summary: Host Ronald Skelton talks with Brian Scanlon, co-founder of DealGen Partners, about their unique approach to deal origination for private equity and portfolio companies. Brian explains how they source acquisition opportunities, focusing on platform investments and tuck-ins, using a success-fee model and leveraging intermediaries like lawyers and CPAs for off-market deals. He also discusses the impact of AI on M&A and how they are using technology to streamline their processes and improve their deal flow.Key Takeaways:DealGen Partners specializes in deal origination for private equity firms, focusing on acquisition opportunities in the middle-market.The firm transitioned from retained search relationships to a success-only fee model, allowing greater flexibility in matching deals with the right funds.Intermediaries such as lawyers and CPAs play a crucial role in sourcing high-quality off-market deals.The landscape of M&A is evolving rapidly with technology, especially AI, streamlining processes in deal evaluation and lead generation.Emotional readiness and proper preparation are critical factors influencing the success of small to medium business acquisitions.--------------------------------------------------Contact Brian onLinkedin: https://www.linkedin.com/in/brianscanlondeals/Website: https://dealgenpartners.com/--------------------------------------------------

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.

M&A expert Scott Weavil joins the DealQuest Podcast for an insightful episode!In this episode, Scott shares his expertise on navigating the lower middle market, M&A, and private equity. He dives into the unique challenges and opportunities in this space, and provides actionable insights on how to create value for all parties involved.In this episode, you'll learn: How to navigate the complexities of the lower middle market. Strategies for building strong relationships with buyers and sellers. The importance of understanding buyer motivations and expectations. How to focus on value creation, rather than solely on multiple arbitrage. And much more.Whether you're an entrepreneur, investor, or deal-maker, this episode is essential listening for anyone looking to create value and achieve their goals in the lower middle market.Don't miss this chance to learn from a true expert in M&A and private equity! • • • FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/scottweavil• • • FOR MORE ON SCOTT WEAVIL: https://www.sierrapacificpartners.com/https://www.facebook.com/sierrapacificpartnershttps://www.linkedin.com/in/scottweavil/ FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://www.coreykupfer.com/http://www.coreykupfer.com/dealden • • • Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

In this episode, Scott Becker interviews Richard Kes, Partner at RSM, to explore RSM’s dominant mid-market private equity practice and the current trends shaping the private equity landscape. Richard shares insights on deal flow, lending environments, and the growing focus on value-based care in healthcare investments.