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Private equity is reshaping auto PI, driving case costs up and crowding every channel with firms spending millions each month. Jon Walner has lived through TV's rise, a full rebrand from his father's household-name firm, and now a market where acquiring a case costs more than ever. In this episode, he breaks down what he's seeing today — the PE squeeze, the real math behind auto, rebuilding intake to stay fast and calm, and why adding comp, probate, and matrimonial can create steadier cash flow when PI margins tighten. You'll learn: How private equity is changing auto PI economics, and why it's costing more to get these cases even as volume looks strong. Rebranding from a household-name TV firm to Walner Law: new name, number, colors, 100+ billboards, and the real risk of starting over. Building a low-stress intake floor that protects focus, speeds up sign-ups, and turns more calls into contracts. Expanding into comp, probate, and matrimonial to monetize existing demand and stabilize cash flow. If you like what you hear, hit subscribe. We do this every week. Get Social! Personal Injury Mastermind (PIM) powered by Rankings.io is on Instagram | YouTube | TikTok
On today's episode of The Therapy Crouch, it's an Ask Me Anything classic as Abbey and Peter dive headfirst into your pre-Christmas dilemmas — from hilariously petty neighbour disputes to relationship double standards and DIY disasters that spiral completely out of control.A listener reveals their unwavering refusal to lose a silent bin war, while Abbey questions whether passive aggression might actually be a personality trait. The duo also tackle a plumbing nightmare caused by YouTube-fuelled confidence, debate feminism and dating preferences in a refreshingly honest Agony Abs, and respond to a powerful message about managing health anxiety with practical tools that genuinely help.There's plenty of laughter, a few brutal truths, and some unexpectedly heartfelt moments as the pair reflect on parenting worries, mental health, and why sometimes knowing your limits is the real win. Plus, a festive teaser hints at what's coming for the Therapy Crouch Christmas special.If you want to submit an Agony Ab to the podcast — hit the link below.00:44 - Welcome to the AMA chaos01:01 - Pe-ter vs Peter vs Pedro03:19 - Generations, labels and feeling ancient05:28 - The Portugal bonk-beat music disaster06:53 - The silent neighbour bin war09:25 - Premier League mentality… over bins12:09 - DIY confidence ends in plumbing disaster14:32 - Inflating balls18:12 - Feminism bush and double standards22:00 - “Happy Christmas, you filthy animal” moment23:03 - Listener advice on health anxiety24:46 - How worry patterns really work26:36 - Christmas special plans teased27:43 - Final sign-off chaosFind great deals on the things you love https://www.ebay.co.uk/ Email: thetherapycrouch@gmail.com Instagram: https://www.instagram.com/thetherapycrouchpodcastTikTok: https://www.tiktok.com/@thetherapycrouch Website: https://thetherapycrouch.com/ For more from Peterhttps://twitter.com/petercrouchFor more from Abbeyhttps://www.instagram.com/abbeyclancyOur clips channelhttps://www.youtube.com/channel/UCZntcv96YhN8IvMAKsz4Dbg#TheTherapyCrouch #AbbeyAndPete #RelationshipAdvice #Podcast Hosted on Acast. See acast.com/privacy for more information.
In this episode of Wash Talk: The Carwash Podcast, host Rich DiPaolo welcomes back Jeff Pavone, founding partner at Amplify Capital Group, for a candid and timely look at the state of carwash mergers and acquisitions heading into 2026. Pavone breaks down the major forces shaping today's deal environment, from shifting buyer motivation to evolving private equity strategies, offering operators and investors a clear view of where opportunities are emerging. He shares his reactions to Professional Carwashing & Detailing's 2025 Top 50 List of U.S. Conveyor Carwashes and explains what early-year signals informed his market outlook for 2025. Pavone also discusses whether Q3 and Q4 activity matched expectations as the industry continues to navigate tighter capital, rising costs and regional variance in performance. The conversation digs into what's driving heightened buyer urgency, how private equity's appetite for carwash assets has evolved and what the industry can expect from sponsors in 2026. Pavone also weighs in on the long-debated question: will the industry ever see a 1,000-location operator? The episode wraps with Pavone's takeaways from Mister Car Wash's experience as a public company, the likelihood of future IPOs and the market developments in 2026 that would surprise him most, and least. Whether you're planning a sale, evaluating growth markets or watching broader capital trends, this episode delivers essential insight into the year ahead for carwash M&A.
In this returning episode of The ASHHRA Podcast, co-host Luke Carignan sits down with Jeff Knapp, for a timely and candid conversation about artificial intelligence, workforce transformation, and what it truly means to lead with humanity in an age of rapid automation.Jeff brings a rare and powerful perspective to the discussion. With a career spanning roles at Aramark, Walgreens, PE-backed organizations, nonprofits, and large public companies, Jeff frames AI not as a threat to HR, but as a once-in-a-generation opportunity to refocus the profession on what humans do best.Key Themes Explored:AI in Human Resources: Why generative and agentic AI are best used to eliminate repetitive, transactional tasks so HR leaders can focus on strategy, leadership development, and culture.From Deskilling to Reskilling: Jeff challenges the fear-based narrative around AI, arguing instead that HR is entering a reskilling era that demands curiosity, adaptability, and courage.The New Role of the CHRO: Today's HR leaders must be part strategist, part technologist, and fully human. Jeff explains why fluency in AI, data, and change management is now essential for executive relevance.Preserving Humanity at Scale: As automation increases, empathy, compassion, and authentic leadership become more valuable, not less. AI should amplify the human experience, not replace it.Workforce Planning & Learning Innovation: How AI-driven insights can enable real-time learning, personalized development paths, and smarter workforce decisions.Throughout the episode, Jeff and Luke emphasize a core truth: the future of HR is not about replacing people with machines, but about freeing leaders to lead more deeply, thoughtfully, and humanely.Whether you are an HR executive, business leader, or someone navigating organizational change, this episode offers clarity, reassurance, and practical insight into what's coming next—and how to lead confidently through it.From Our Sponsor(s)...Optimize Pharmacy Benefits with RxBenefitsElevate your employee benefits while managing costs. Did you know hospital employees fill 25% more prescriptions annually than other industries? Ensure cost-effective, high-quality pharmacy plans by leveraging your hospital's own pharmacies. Discover smarter strategies with RxBenefits.Learn More here - https://rxbene.fit/3ZaurZN Support the show
For years, Matt Rooney did what a lot of capable recruiters do. He stayed busy. Took the work that came in. Said yes more often than he should have. Inside private equity, that turned him into what he later called a "utility recruiter". Useful, but reactive. Some years were strong. Others weren't. And it never quite felt like a real partnership with clients. Two decisions changed the direction of his business. Matt narrowed his focus to one role inside private equity: business development and deal origination. Then he made the shift from contingent to retained. Today, Matt is the founder of Coastal Partners. He's gone from closing 3–4 retained searches in his first year as a specialist to being on track for 10 retained searches this year, with the majority of his work now retained. In this episode of The Resilient Recruiter, Matt breaks down what actually made that transition possible. Not theory. Not scripts. Real decisions, real resistance, and what changed once clients started committing up front. This conversation is especially relevant if you run a recruitment agency, lead a small firm, or feel stuck in feast-or-famine despite working hard. What you'll learn: Why being a "utility recruiter" keeps agencies reactive What changed when Matt stopped taking every job How he handled the "no retained experience" objection Why specialisation built confidence and credibility fast How original market data helped him become a trusted partner Why predictability mattered more than volume Episode timestamps: [00:33] Why does contingent feel reactive [03:02] How Matt fell into recruitment [07:11] Feeling stuck as a utility recruiter [12:44] Resisting the idea of niching down [15:18] Why specialisation changed client relationships [19:03] Making the move to retained [20:39] First retained searches and predictability [27:40] Mapping the market and building authority [34:16] Publishing hiring reports and compensation data [35:25] Launching the Deal Sourcery podcast [50:31] Hosting a live panel at a PE conference [55:56] Why Matt would specialise sooner Guest bio: Matt Rooney is the founder of Coastal Partners and specialises exclusively in business development and deal origination roles within private equity. After nearly a decade recruiting across PE functions, Matt made the decision to focus on one specialty. In his first year as a retained specialist, he closed 3-4 retained searches. This year, he's on track to close 10, with the majority of his business now retained. Matt has become a recognised authority in his niche through original market research, publishing quarterly BD hiring reports and an annual compensation survey. He co-hosts the Deal Sourcery podcast with Dan Her—the only podcast dedicated specifically to business development professionals in private equity. Connect with Matt: LinkedIn: Matt Rooney Coastal Partners: website Deal Sourcery Podcast: website About The Resilient Recruiter: The Resilient Recruiter is a weekly podcast for recruitment agency owners and search firm leaders building sustainable, profitable businesses. Host Mark Whitby interviews industry leaders who share the strategies, systems, and mindsets behind their success—including the mistakes they made along the way. Learn from their experience to avoid the pitfalls and accelerate your results.. Since 2001, Mark has coached over 800 recruitment business owners across 34 countries. The podcast brings you the same frameworks and insights Mark teaches in his coaching programs—free every week. Connect with Mark: Free strategy session: recruitmentcoach.com/strategy-session LinkedIn: Mark Whitby Instagram: @RecruitmentCoach Subscribe to The Resilient Recruiter for weekly conversations with recruitment leaders who are building businesses that give them freedom, profit, and lasting impact. If you want to future-proof your recruitment business without burning out, this episode is a must-listen.
Today Cole talks with a colleague at FOCUS Investment Banking, Rob Adams. Rob helps founders fund expansion so during today's conversion the guys address private debt and capital raising as a deliberate growth strategy. Over the last few years we've watched more growth-oriented operators partner with private equity—thinking of it less as a sale and more as a strategic alliance. The question for 2026: will we see that thesis taken one step further—using private debt (the same kind of debt PE uses) to scale while retaining maximum equity and control? Today we'll break down what private debt is, when it beats bank debt or equity, what lenders actually look for, and how to structure capital so it accelerates growth without stressing the business. Let's get into it. Connect with Robert: Website: https://focusbankers.com/ Social: https://www.linkedin.com/in/robert-adams-34725725/ Email: robert.adams@focusbankers.com
Rob Turano, Operating Partner at Bloom Equity Partners, breaks down the playbook he uses to transform lower middle-market software companies—from sharpening product focus to elevating talent and building repeatable go-to-market engines. He shares how Bloom integrates operating partners early in diligence, accelerates transformation in the first 12–18 months, and instills a performance culture rooted in data, speed, and ownership. Rob also gets personal, from his love of cooking to the practices he uses to think more clearly as a leader. It's a sharp, candid look at what real value creation in private equity demands today—hit play and take notes. Episode Highlights 1:31 – Growing up in New Jersey, Villanova roots, and the consulting-to-private-equity path 5:56 – Why food matters in Rob's life and how he became Bloom's unofficial in-house chef 9:22 – The three traits Bloom looks for: focus, management strength, and GTM maturity 14:38 – Selling value vs. selling features—and why every salesperson must think like a CFO 20:49 – How Bloom's deal, BD, and operating teams collaborate from diligence through execution 27:45 – The urgency of the first 6–12 months and the sequencing of transformation in PE 36:18 – Rob's top advice to PortCos today: talent first, disciplined KPIs, and repeatable GTM engines 40:25 – The book shift that made Rob more creative—and the life hack that helps him think clearly For more information on Bloom Equity Partners, go to https://www.bloomequitypartners.com/ For more information on Robert Turano, go to https://www.linkedin.com/in/robert-turano
On this episode of HALO Talks, host Pete Moore sits down with Johnny Hilbrant—SoulCycle instructor turned viral sensation, also known as "PE Guy." From his roots riding and teaching at Soul in Chicago and Boston, Johnny talks about his journey from fitness enthusiast to comedic creator, blending his knack for improv and sharp observational humor to lampoon a familiar character . . . the "private equity bro" you inevitably get cornered by at a wedding or some other event. The conversation gets into how Johnny developed his PE Guy persona, why the character resonates so widely (with both chuckling fans and the occasional real-life PE pro who's less amused), and how he manages authenticity even as brand partnerships and cameo requests start rolling in. Along the way, Johnny and Pete also discuss the importance of self-awareness, the ability to laugh at yourself, and the line between satire and selling out. Whether you're in the PE world, the HALO sector (Health, Active Lifestyle, Outdoor), or just love a good roast, this episode is packed with insights, behind-the-scenes stories, and plenty of laughs. On the private equity lifestyle Hilbrant states, "Some of these folks seem to be a little bit . . . haphazard, like a runaway train, because they're among other people who are buying watches and flying privately." Key themes discussed SoulCycle instructor journey and community. Industry changes and business model evolution. Creation and popularity of "PE Guy" character. Satire of private equity culture. Audience feedback and handling criticism. Brand partnerships and authenticity challenges. Creative process behind viral content. A Few Key Takeaways: 1.Journey Into SoulCycle & Fitness Industry Johnny shared how he began his SoulCycle journey in Chicago while searching for his next career move. After auditioning with 60 others and being one of only two selected, he trained with Soul before relocating to Boston, where he found both community and success as an instructor. 2. Evolution of SoulCycle Culture: The conversation also touched on the shifts in SoulCycle's energy and market position over the years. Hilbrandt acknowledged changes due to increased competition and tweaks to the business model, but emphasized that the unique, immersive studio experience and community still remain, even if the industry's "buzz" has faded a bit. 3. Viral Creation of "PE Guy": The "PE Guy" character began as a playful exaggeration of a certain type you meet at weddings—someone who talks at you endlessly. He used a filter to bring this persona to life, and after giving the character a private equity job, the videos quickly went viral. He credits the rapid rise to relatable satire and people recognizing the archetype. 4. Reception of Satire—Mostly Positive, Rare Backlash: Most of the audience, even those in private equity, really appreciate Hilbrandt's satire. He's largely received positive feedback, with a few exceptions (such as one in-person encounter with a Bain professional who took it personally.) He noted the importance of self-awareness and being able to laugh at oneself, a skill he thinks can foster humility and potentially even positive changes in the finance industry. 5. Creative Process & Brand Partnerships: Hilbrandt described his creative process as a mix of structured and spontaneous inspiration—sometimes scripting out ideas, other times improvising based on something he sees or hears. The success of "PE Guy" has led to lucrative partnerships, especially with B2B and tech brands, though luxury brands are often hesitant to be self-deprecating. He's committed to maintaining authenticity and resisting "selling out," balancing brand deals with staying true to the character's comedic roots. Resources: Johnny Hilbrant: https://www.linkedin.com/in/johnny-hilbrant-partridge-721b1b87 Instagram: https://www.instagram.com/johnnyhilbrant/?hl=en Business Insider: https://www.businessinsider.com/pe-guy-instagram-tiktok-johnny-hilbrant-partridge-private-equity-2025-6 Integrity Square: https://www.integritysq.com Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: https://www.promotionvault.com HigherDose: https://www.higherdose.com
You studied after work every day. You sacrificed your weekends to stay home studying. You even took vacation time to study even more. You literally walked into the exam knowing you gave it your all…but guess?
Paul K. Boyce, PE, PG, President and CEO of PW Grosser, is joined by Chris Wenczel, PG, Senior Project Manager and PFAS SME, for part two of their PFAS discussion focused on the liabilities, operational challenges, and regulatory pressures now facing facilities. Chris explains how changing state and federal designations, legacy product use, wastewater pathways, and sampling decisions create new considerations for schools, hospitals, commercial properties, and water suppliers. The conversation highlights the discovery stage the industry is still navigating, the significance of awareness and communication planning, and the technologies and policy shifts shaping what comes next. This episode offers a clear, grounded look at how organizations can evaluate past use, understand potential impacts, and prepare for a rapidly evolving PFAS landscape. Visit pwgrosser.com/podcast to listen and learn more about PFAS in your surroundings.See omnystudio.com/listener for privacy information.
Christopher ByrdFounder & Managing DirectorAdventure Cycling Thailandhttps://adventuretravelmarketing.com/guest/christopher-byrd/A formerly enlisted U.S. Marine that originally came from Maryland, Chris lived in Washington, DC for the last 12 years that he was living in the United States. Chris moved to Bangkok in April of 2002 and resided there until August of 2008 when he moved down to Hua Hin to include day tours and multi-day tours as part of his bicycle touring business. He plans to continue living in Thailand and work on growing the popularity of his Tour de Thailand Charity Rides and his Hua Hin Bike Tours / Royal Coast Bicycle Adventure Tours. Chris has over 25 years experience in the hotel and restaurant business as well as many years working in sales and customer service. His time in the Marine Corps gave him the strength to be a leader and to motivate his staff and fellow riders while understanding the physical limits of individuals. Chris is a caring person that loves to have a good time and help others.summaryIn this episode of the Big World Made Small podcast, host Jason Elkins interviews Christopher Byrd, founder of Adventure Cycling Thailand. They discuss Christopher's journey from his early life in Maryland to his passion for cycling and how it led him to establish a bicycle touring business in Thailand. The conversation explores the philosophy behind cycling tours, the impact of hospitality experience on running a business, and the life changes that brought Christopher to Thailand, including the aftermath of 9/11. In this conversation, Christopher Byrd shares his transformative journey from bartending in Washington, D.C. to establishing a life in Thailand. He discusses the challenges he faced during his initial move, the inspiration behind his charity bike rides, and the evolution of his bike tour business. Byrd reflects on the lessons learned from his experiences, including the physical and mental challenges of long-distance cycling, the importance of community support, and the impact of COVID-19 on his business. In this conversation, Christopher Byrd shares the journey of establishing Adventure Cycling Thailand, detailing the challenges faced during the COVID pandemic and the subsequent rebranding of the company. He discusses the importance of safety and security in Thailand, highlighting the welcoming nature of the culture. Additionally, Byrd reveals future plans for community engagement, including charity rides and a Pride event, emphasizing the significance of inclusivity and support for local charities.takeawaysAdventure Cycling Thailand focuses on single-day & multi-day bicycle tours.Christopher prefers a leisurely cycling style over competitive racing.His early experiences with cycling were influenced by his father.He transitioned from the Marine Corps to the hospitality industry.Customer service skills from hospitality are essential in tourism.Christopher's life took a turn after losing his job in tech.He sought a fresh start in Thailand after personal losses.The kindness of Thai people made him feel welcome during his visit.9/11 had a profound impact on his perspective while abroad.Christopher's journey reflects resilience and adaptability. Christopher transitioned from bartending to living in Thailand.He was inspired to start a charity bike ride after moving to Thailand.The first charity ride was filled with unexpected challenges.Byrd learned valuable lessons about cycling and sponsorships.He successfully built a bike tour bu Learn more about Big World Made Small Adventure Travel Marketing and join our private community to get episode updates, special access to our guests, and exclusive adventure travel offers on our website.
#MentorshipPodcast #FinanceCareer #ConsultingJourney #BCG #Vision2030 #CareerGrowth #InternationalBusiness #leadershiplessons Claudio shares his incredible global journey — from starting in European finance and insurance, to working on Vision 2030 transformation projects in Saudi Arabia, and later joining BCG in management consulting. His story is a masterclass in adaptability, mentorship, and lifelong learning across borders.
In this episode of From the Pasture with Hired Hand, we sit down with both 2025 NLFR champions—Danielle Mershon of Whistling Longhorn Ranch (Heifer Winner) and Jeff Wilson of Wilson Longhorns (Bull Winner). They walk us through the decisions that mattered most this season: how they picked their entries, managed conditioning and handling, dialed in feed and mineral programs, and prepared cattle to travel and show their best on the day.We also get into ring craft and presentation, reading judges without “chasing,” balancing pedigree with phenotype, and the small daily habits that compound into big wins. Danielle and Jeff share common mistakes to avoid, what they'd do differently, and a simple planning timeline for newcomers—so you can head into next season with a clearer game plan and a calmer, better-prepared animal.NLFR info: https://www.huntingtonsales.com/NLFRHeads, I Win (Heifer Winner): http://www.whistlingtxlonghorns.com/Default.aspx?AnimalID=149746&Name=Heads%252cIWinDSMM7 Double Jack (Bull Winner): http://www.m7longhorns.com/Default.aspx?AnimalID=147409&Name=M7DoubleJackSend us a textFrom the Pasture with Hired Hand:Hired Hand Websites (@hiredhandwebsites): https://hiredhandsoftware.comHired Hand Live (@hiredhandlive): https://hiredhandlive.comInstagram: https://www.instagram.com/hiredhandwebsites/Facebook: https://www.facebook.com/HiredHandSoftwareTikTok: https://www.tiktok.com/@hiredhandwebsitesNewsletter: https://www.hiredhandsoftware.com/resources/stay-informed
In this special father-daughter episode, My daughter interviews me on my new book on Buyer-Led M&A™. We break down the framework built from over 400 practitioner interviews—covering why traditional M&A is flawed, how to shift from reactive auction-chasing to proactive deal sourcing, and why integration planning must begin during diligence.
The low P/E stocks our strategist says will benefit from the rotation. It's ‘Game of Thrones' for the media stocks, and Wedbush's Dan Ives says 2026 will be a ‘Monster Year' for Tesla. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The low P/E stocks our strategist says will benefit from the rotation. It's ‘Game of Thrones' for the media stocks, and Wedbush's Dan Ives says 2026 will be a ‘Monster Year' for Tesla. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Criterion breaks down year-end acquisition numbers, highlights stock-market bubble indicators, and lays out a practical commercial real estate strategy to survive a potential 2026–2027 correction. Time Stamps: 0:00 – Introduction 1:30 – Year-end update: $72M acquired + $21M equity raised 2:35 – Growth story: 2019 first deal to “20X” scale + investor base expansion 4:27 – Why talk about a potential 2026–2027 market correction 6:12 – Index run-up: S&P / Dow / NASDAQ context and “bubble” risk framing 8:47 – Valuation red flags: S&P PE ratios vs. 1929 / 2001 comps 9:47 – Buffett Indicator explained (market cap vs. GDP) 10:55 – “Magnificent 7” concentration + elevated PE multiples 12:40 – Awareness over prediction: risk management mindset 13:08 – Macro pressure: national debt + interest cost discussion 15:19 – If stocks crash: what happens to real estate values + inflation response 16:39 – CRE in a downturn: tenant risk, vacancy, and cash reserves 17:25 – Rates drop = refinance opportunity; CRE vs. stocks volatility 18:42 – Why higher-cap buys help: breathing room on cash flow 19:14 – Crash playbook: buy discounted assets, avoid forced sales, keep operating 19:47 – “Don't wait for perfect”: buy through every season Visit TheCriterionFund.com for more information commercialrealestate #commercialrealestateinvesting #cre #realestateinvesting #investing #passiveincome #wealthbuilding #financialfreedom #realestatepodcast #investoreducation #stripcenters #retailrealestate #neighborhoodcenters #caprate #cashoncash #dealmaking #capitalraising #privateequityrealestate #marketcycle #recessionproof #riskmanagement #economicoutlook #interestrates #refinance #valueadd #assetmanagement #tenantmix #vacancy #portfolio #multifamilyinvesting stockmarket #sp500 #nasdaq #dowjones #buffettindicator #priceratios #peratio #magnificentseven #marketcorrection #marketcrash #macro #inflation #deficit #nationaldebt #economy #investingtips #wealthstrategy #longterminvesting #buythedip
Send us a textScaling a franchise sounds glamorous — until you're staring at three simultaneous buildouts and a contractor who just walked off with your materials.That's where Shideler Bennett started. Today he operates 15 Crumbl stores.In this episode, we dig into the real levers of franchise profit:→ Labor at 25%, COGS under 25%, occupancy below 12% → Why one sold-out cookie can erase your margin → Weekly scorecards that make underperformance impossible to hide → The "hire slow, fire fast" rule that protects your sanity → Build vs. buy — and why acquisition beats ground-up once you've proven the model → The "always PE-ready" mindset: clean books, clear KPIs, documentation you can hand to a bank tomorrowWhether you're buying your first unit or building a platform, this is the playbook.Visit www.thefranchiseinsiders.com to subscribe.Send us your questions for an upcoming episode at 305-710-0050.From your pals in franchise ownership, Jack and Jill Johnson. The Franchise Insiders Podcast Schedule A Call Text: 305-710-0050 Take our FREE Business Builder Assessment
Hako Duljević gost je Vladimira Stankovića u 197. epizodi podkasta Biznis priče.Hako Duljević je privrednik iz Međugora na Pešteru i osnivač građevinske kompanije Duljević, koju vodi od 2001. godine. Poslovni put započeo je još u mladosti odlaskom u Nemačku, gde je stekao prva radna i životna iskustva. Po povratku u BiH pokreće firmu koja se vremenom razvila u stabilno i prepoznatljivo građevinsko preduzeće, angažovano na velikim projektima poput Park Residence kompleksa i poslovnog centra Europe Square u Sarajevu. U svoje životne uspehe Hako ubraja i realizaciju dokumentarnog filma "Hako", kao i objavljivanje knjige "Međugorac sa Peštera" - dva značajna autorska projekta kroz koja je sačuvao priče, identitet i vrednosti svog kraja.U epizodi je otvoreno delio svoje savete, zaključke i praktične lekcije o poštenom poslovanju, ljudima i principima koji vode do dugoročnog uspeha.Epizodu podržala: VODAVODAVODAVODA dolazi sa više hiljada godina starog izvora Banje Vrujci. Po svom sastavu, spada u red najkvalitetnijih arteških voda sveta. Slaveći moć prirode koja ju je stvorila, dolazi iz stenama zaštićenog arteškog izvora sa 605 metara dubine, bez ikakve prerade i uticaja na njena prirodna svojstva. Kada potrošač otvori flašu VODAVODE, svojim usnama prvi put ima kontakt sa vodom koju je priroda stvorila pre više hiljada godina, što je retkost u svetu. Iz srca Srbije, VODAVODA nastavlja da osvaja svet i prisutna je na 23 strana tržišta.https://vodavoda.com/Za stajling Vladimira Stankovića pobrinuo se TIFFANY MAN.Tiffany Production kompanija je već četiri decenije deo naše modne scene. Nakon svih ovih godina, TIFFANY je postao sinonim za kvalitet i stil. Pažljivo birani materijali i vrhunska izradamogu učiniti da u svakoj prilici izgledate moderno i dobro stilizovano uz kolekciju - TIFFANY MAN.https://www.tiffanyproduction.com/
Pamiętacie, mówiłem kiedyś o przepowiedniach dotyczących Polski. Baba Wang, ojciec Klimuszko i wszystkie były w pateczkę. Polska ma wychodzić z każdej opresji. Ma być Polska ostoją spokoju i dobrobytu. Piękna i dobra. Pełna szemrzących strumyków i wierzb płaczących z radości płaczących. I słuchajcie te przepowiednie spełniają się już teraz. Brytyjski Daily Mail narzeka, że pracowici i dobrze wykwalifikowanie Polacy masowo wracają do Polski, bo tam, czyli tu jest lepiej, spokojniej. Tak samo narzekają Niemcy, Norwegowie...
Send us a textWelcome PE Nation!Today I share nine creative documentaries and series that fueled my teaching and creative work, from sushi perfection to sky-high walks, rock faces, pyrotechnics, street art, chess, and reopening an elite dining room. The thread is obsession, process, and building something that lasts.• Spinning Plates • Jiro Dreams of Sushi • Skywalkers and Man on Wire • Exit Through the Gift Shop • Skyladder • Free Solo • Magnus • Seven Days Out Let me know what you think,Dave-Kindergarten PE Games and Activities ebook ($3.99 for 10 activities)-Check out supersizedphysed.com for more resources, including free PDFs, articles, and courses to help with your PE program. Please leave a review to help grow this podcast and keep pushing our profession forward.-Team Building Games Ebook ($4.99 with preview): https://www.teacherspayteachers.com/Product/Team-Building-Games-and-Activities-for-PE-Class-14063095Grab my free copy of the Outside PE Checklist as a reference that includes equipment, procedures, transitions, and other essentials for successful outdoor teaching-Free resources include Substack and Medium articles with PE tips, games, and strategies-High Fives and Empowering Lives book available as an ebook or paperback-Paperback or download: HERE-Amazon Ebook: HERESupport the showSupport the showBecome a supporter of the show: https://www.buzzsprout.com/385837/support
În acest episod din VULNERABIL, stau de vorbă cu Angela Țiprigan — mamă, soție, bunică, străbunică și un mentor asemenea celui din Tit 2 pentru generația noastră și nu numai.Angela Țiprigan este una dintre acele voci care nu caută să impresioneze, ci să așeze adevărul în inimă. De peste patru decenii, slujește cu discreție și profunzime, vorbind și scriind despre viața trăită în lumina Scripturii — acolo unde credința se întâlnește cu realitatea de zi cu zi.Este autoarea mai multor cărți cu impact direct și practic, printre care „Pregătiri pentru Crăciun”, un volum care invită cititoarele, în special, să încetinească ritmul, să se așeze înaintea lui Dumnezeu și să redescopere esența unei sărbători adesea golite de sens. Scrisul dânsei conduce cu blândețe spre reflecție, pocăință și bucurie autentică.Astfel, în acest episod ți se va reaminti despre esența Crăciunului, așa cum o descoperim în Scriptură: despre întrupare, despre lupta nevăzută din spatele ieslei, despre Maria și Iosif, despre numele lui Isus care aduc pace, speranță și siguranță, dar și despre felul în care Crăciunul riscă, în următorii ani, să-și piardă întreaga esență și să fie redus la un fictiv Moș Crăciun.Acesta este un episod despre a primi, a păstra și a da mai departe MÂNTUIREA care S-A NĂSCUT la Betleem.____________Pe doamna ANGELA o găsești aici: Facebook – https://www.facebook.com/tiprigan.angela* Poți comanda direct de la ea cartea și setul de carduri cu întrebări.____________________Episodul de astăzi este susținut de HerTracker, prima aplicație de monitorizare a ciclului menstrual creată special pentru fete și femei creștine.
Concertul „A Jazzy Christmas” - Sorin Zlat & Friends cuprinde o selecție dintre cele mai îndrăgite colinde din repertoriul național și internațional, pe ritmuri și acorduri de jazz, pop, soul, funk și gospel orchestrate într-o manieră originală de pianistul și compozitorul Sorin Zlat. Sorin Zlat, producătorul și directorul muzical al acestui concert „A Jazzy Christmas”, deține în palmaresul său peste 20 de premii naționale și internaționale și este unul dintre cei mai reprezentativi pianiști de jazz ai noii generații de artiști români, care în ultimii ani a primit distincții precum Marele Premiu în cadrul Competiției de Jazz din Jacksonville Florida (2015), Marele Premiu în cadrul Competiției de Jazz din Monaco (2013), Premiul pentru Cel Mai Bun Muzician de Jazz, Titlul de Yamaha Artist etc. Pe afișul concertul „A Jazzy Christmas”: Luiza Zan, Mihaela Alexa, Irina Sârbu, Ana Parghel, Andreea Petricean, Sergiu Ferat, Robert Patai, Tobi Ibitoye, Sebastian Mihai, Sorin Zlat Sr., Zoltan Andras și Grupul Vocal Jazzappella. Programul concertului gazduit de Teatrul de Operetă și Musical „Ion Dacian" va cuprinde colinde și cântece de Crăciun din care amintim „White Christmas", „Silent Night", „The Christmas Song", „ Rudolph the Red-Nosed Reindeer", „ Have Yourself a Merry Little Christmas", „Joy To The World ", „Santa Clause is Coming to Town" și multe altele.
Mărturia unui procuror DNA despre cum a ajuns „DNA la noncombat”: „Nu mai suntem lăsați să lucrăm cu cel mai competent corp polițienesc din MAI” / Un ofițer din MAI confirmă (HotNews) - Justiția, ruptă în două. Cine sunt semnatarii listei de susținere a magistraților din reportajul Recorder și cine sunt marii absenți (Adevărul) - cu Diana Buzoianu: Nu m-am născut ministru. Pot să plec mâine liniștită și să lucrez în domeniul privat (SpotMedia) - Un profesor de economie demontează mitul majorării salariului minim: „O să avem oameni care vor fi lăsați pe străzi” (Adevărul) - Ce a fost în 2025, ce am previzionat şi ce a ieşit (Ziarul Financiar) Judecătoarea Raluca Moroșanu: „Dacă nu se schimbă ceva acum, nu se va mai schimba niciodată” (Recorder) „După ce am văzut documentarul Recorder, în care judecătorul Laurențiu Beșu a apărut cu fața, mi-am zis că este sub demnitatea mea să-l las pe acest om singur”. Acesta a fost unul dintre gândurile Ralucăi Moroșanu înainte de a înfrunta conducerea Curții de Apel București chiar în conferința de presă pe care aceștia au organizat-o. „Consider că este de datoria mea să le răspund oamenilor care au ieșit în stradă și care bănuiesc că așteaptă mai mult de la mine decât ce-am spus în conferința de presă”, spune judecătoarea Moroșanu. În acest interviu – prima apariție publică după celebra conferința de presă – Raluca Moroșanu vorbește despre situația dramatică din Justiție și dezvăluie lucruri incredibile din interiorul uneia dintre cele mai importante instanțe din România. Mărturia unui procuror DNA despre cum a ajuns „DNA la noncombat”: „Nu mai suntem lăsați să lucrăm cu cel mai competent corp polițienesc din MAI” / Un ofițer din MAI confirmă (HotNews) Un procuror DNA oferă publicului, într-o discuție cu HotNews, un exemplu concret despre cum fost slăbită premeditat, susține el, forța investigativă a structurii de elită a Parchetelor din România. „Toate lucrurile semnalate în investigația Recorder noi le știam, acum le știu și alții. O să descriu și o altă metodă”, a spus procurorul DNA, care a acceptat dialogul sub rezerva protejării identității, avînd în vedere statutul său de magistrat în activitate. Procurorii investighează cazurile nu singuri, ci coordonând polițiști judiciari. „De peste un deceniu, cu zeci de milioane de euro și cu instruire sprijinită de țări din UE s-au construit în MAI structuri polițienești de investigație care au cooperat cu DNA. Dintr-o dată, relația s-a întrerupt, prin hotărârea ÎCCJ”, a explicat pentru HotNews un ofițer din MAI, în completarea a ceea ce spune procurorul DNA. Dacă tai cooperarea cu forța de elită a poliției române și cauți polițiști la IPJ-uri, atunci automat forța de cercetare a DNA scade, iar asta a fost făcută intenționat, la nivel înalt și coordonat, afirmă și procurorul din DNA. Justiția, ruptă în două. Cine sunt semnatarii listei de susținere a magistraților din reportajul Recorder și cine sunt marii absenți (Adevărul) Reportajul Recorder, în care mai mulți magistrați denunță ceea ce ei consideră încălcări grave ale libertății judecătorilor și în urma căruia se cere schimbarea șefilor din Justiție, i-a împărțit pe magistrați. Printre cei 811 de semnatari se află 49 de judecători pensionari și 43 de procurori pensionari. Ceilalți sunt magistrați activi, procurori și judecători. Adevărul scrie că printre semnatari sunt și magistrați controversați, acuzați de-a lungul anilor că ar fi încălcat la rândul lor principiile Justiției. Pe listă nu se află fostul adjunct al Laurei Codruța Kovesi, Marius Iacob. De asemenea, de pe listă lipsește numele lui Daniel Morar, fost șef al DNA. Nici Gabriela Scutea, fost procuror general, nu a aderat la lista magistraților activiști, la fel cum nici Laura Oprean, și ea fost procuror general și fost adjunct al lui Morar nu a găsit necesar să se implice. Un alt nume cunoscut care lipsește este cel al lui Lucian Papici, fost procuror DNA, șef de secție cu dosare importante pe vremea lui Daniel Morar. Diana Buzoianu: Nu m-am născut ministru. Pot să plec mâine liniștită și să lucrez în domeniul privat (SpotMedia) Criza apei din județul Prahova a fost folosită de PSD și AUR pentru a-l destabiliza pe ministrul Mediului, numit de USR, cerându-i-se, public, demisia și depunându-se în Parlament o moțiune simplă la adresa sa. E avocat, deputat USR, are 31 de ani și a intrat în politică din cauza Ordonanței 13, impusă de Liviu Dragnea în 2017, pentru a scăpa de condamnările pentru corupție. În actuala coaliție de guvernare a fost nominalizată de partidul din care face parte pentru poziția de ministru al Mediului. La scurt timp după numire, măsurile de reformă inițiate de ea s-au lovit de interesele PSD, care dorea să-și păstreze oamenii și controlul asupra unor regii și companii publice, aflate în subordinea ministerului. Vedeți interviul pe pagina SpotMedia. Un profesor de economie demontează mitul majorării salariului minim: „O să avem oameni care vor fi lăsați pe străzi” (Adevărul) Presiunile sindicale pentru o nouă majorare a salariului minim brut, de la 4.050 lei la 4.350 lei, readuc în discuție fragilitatea echilibrului economic din România. Sindicatele solicită o creștere de 300 de lei a salariului brut, o măsură care, la prima vedere, pare să vină în sprijinul puterii de cumpărare. Totuși, profesorul de economie Cristian Păun avertizează că măsura riscă să se transforme într-un bumerang pentru mediul privat și pentru angajații vulnerabili. El explică mecanismul fiscal prin care statul câștigă practic jumătate din orice majorare. Pe larg în ziar. Ce a fost în 2025, ce am previzionat şi ce a ieşit (Nicuşor Dan preşedinte a fost o surpriză): în ciuda tensiunilor politice şi economice, anul 2025 îl închidem într-un mod destul de rezonabil, fără crize majore, mult mai bine decât ne-am temut că va fi şi fără prea mari pierderi. Bursa a fost surpriza pozitivă din acest an (Ziarul Financiar) Anul 2025 l-am început cu foarte multe semne de întrebare din punct de vedere politic, economic, financiar şi social, după finalul stupefiant din 2024, cu apariţia de nicăieri a lui Călin Georgescu şi anularea alegerilor prezidenţiale. Unele întrebări sunt în vigoare şi acum, dar dacă acum tragem linie, poate nu a fost un an chiar aşa de rău. De bine, de rău, nu ne-am confruntam cu vreo criză majoră care să dea România peste cap, avem un preşedinte nou, Nicuşor Dan, pro-european, avem un guvern nou Bolojan pro-european, avem o coaliţe politică pro-europeană care merge înainte, în ciuda retoricii de rupere a coaliţiei afişată în fiecare zi. Deşi a fost confruntată cu multe semne de întrebare, mai ales după creşterea taxelor- TVA-ul a crescut de la 19 la 21%, economia nu a intrat în criză, reuşeşte să se menţină la suprafaţă în ciuda scăderii consumului şi chiar sunt şanse bune de a închide anul cu o creştere economică de peste 1%, scrie jurnalistul Cristian Hostiuc, director editorial ZF.
Who makes a self-destructing phone? Find out on this week's PlayingFTSE Show!There's nothing good to report from the Ashes, so the Steves are sticking to the stock market this week. Unfortunately, there's nothing good to report there, either…Todd Combs isn't going to be Warren Buffett's long-term replacement. He's leaving for a job at J.P. Morgan, but should Berkshire Hathaway shareholders be worried?Steve W takes a look at what Todd has done, hasn't done, and might or might not have done to figure this one out. And Steve D has an idea of who might be a good replacement…Stride is a new stock for the show, but in a familiar industry. It's involved in online learning and – like another name in the sector – it's down 54% this year.Steve D thinks there's a lot of potential, though. Looking past an operational mishap this year, the firm's courses come with real accreditations, which might be hard to emulate…Adobe shares are up following the company's latest earnings report – but only just. And despite 10% revenue growth, the stock is still well down over the last 12 months.Strong uptake of AI products is keeping growth strong for the time being. But is this sustainable – and does it make the stock a buy at a price-to-earnings (P/E) ratio of 21?Steve D has been having another look at Synopsys. It's been a while since we talked about this one, but software for semiconductors has been running very strong recently. The stock is expensive, but not outrageously so and it's in a duopoly where both firms manage 80% gross margins. Add in an acquisition and its starts getting interesting…Only on this week's PlayingFTSE Podcast!► Get a free fractional share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn't guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We'll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.Don't miss out! Sign up today and start your journey with us.https://playingftse.substack.com/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)► Timestamps:0:00 INTRO & OUR WEEKS7:03 TODD'S TODDLING OFF21:37 STRIDE42:33 ADOBE56:24 SYNOPSYS► Show Notes:What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.
Ever wondered how an engineer's mindset can transform complex challenges into innovative solutions? In this conversation with Josh Tarbutton, PhD, PE, founder of Bravo Team, Cam and Otis explore the intersection of engineering excellence and entrepreneurial spirit."Engineering is about solving problems," Josh explains, drawing from his extensive experience as a military veteran, professor, and now leader of a premier engineering firm. From discussing the importance of custom machine design and automation to sharing insights about the Hero's Journey in professional development, this episode offers a deep dive into the world of advanced R&D.What makes this conversation particularly valuable is Josh's unique perspective on leadership and innovation. "The best solutions often come from understanding the narrative," he shares, emphasizing the role of storytelling in engineering and business. Whether you're an aspiring engineer, a business leader facing technical challenges, or simply curious about the future of automation, Josh's insights provide a roadmap for navigating complex problems with creativity and precision.More About Josh:Joshua Tarbutton, PhD, PE is an engineer, entrepreneur, and U.S. Army veteran, leading Bravo Team, a premier engineering firm specializing in custom machine design, automation, and advanced R&D. With a BSME from Georgia Tech and an MS andPhD in Mechanical Engineering from Clemson University, he spent nearly a decade as a professor, earning tenure at UNC Charlotte, publishing 53 research papers and securing millions in research funding. His eight years of military service instilled a disciplined, problem-solving mindset that drives his leadership. He is an Entrepreneur Organization member, where he has served as an Accelerator Coach and board member. Founded in 2018, Bravo Team partners with Fortune 500 companies, OEMs, and industrial manufacturers to solve complex engineering challenges. The firm excels in machine design, automation, PCB development, and software engineering, providing custom-built solutions where off-the-shelf options fall short. Joshua is dedicated to advancing engineering excellence, transformative automation, scalable innovation for industry leaders, and helping people find their narrative in the Hero's Journey.#10xyourteam #LeadershipDevelopment #EngineeringMindset #ProblemSolving #InnovationCulture #EntrepreneurialLeadership #VeteranLeaders #AutomationSolutions #AdvancedEngineering #RAndDInnovation #BusinessGrowthStrategiesChapter Times and Titles:From Military Service to Engineering Leadership [00:00 - 10:00]Introduction to Josh Tarbutton and Bravo TeamThe journey from Army veteran to engineering entrepreneurHow military discipline shapes problem-solvingCustom Solutions for Complex Challenges [10:01 - 20:00]The importance of custom machine design and automationWhy off-the-shelf solutions often fall shortPartnering with Fortune 500 companies for innovationThe Hero's Journey in Engineering [20:01 - 30:00]Understanding the narrative in problem-solvingHow storytelling enhances engineering solutionsThe role of the Hero's Journey in professional growthAdvancing Engineering Excellence [30:01 - 40:00]Josh's experience as a professor and researcherThe impact of publishing and securing research fundingBuilding a culture of innovation at Bravo TeamLeadership and Innovation in Practice [40:01 - 50:00]Balancing technical expertise with entrepreneurial visionLessons from serving as an Accelerator CoachEncouraging scalable innovation in industry leadersConnecting with Bravo Team [50:01 - End]How to learn more about Bravo Team's servicesFinal thoughts on engineering and entrepreneurshipContact information and resources for further explorationJosh Tarbuttonhttps://www.link
This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics covered include: How to Get a Raise or a Promotion, How can an individual investor leverage AI for research, How to make tough decisions under pressure and more. Refer to chapter marks for a complete list of topics covered and to jump to a specific section. Download my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramConnect with me: YouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures TikTok: @chrisharoun300How to forecast a P/E ratio
Rinde homenaje a los canteros, sugiriendo visitas a pueblos de España conocidos por su artesanía en piedra y su gastronomía.En Porriño, Galicia, destaca el granito rosa, visible en su ayuntamiento neohistoricista y las separaciones de parcelas. Ofrece turismo industrial para observar a los artesanos. Su gastronomía mezcla costa e interior, con menús económicos en El Chantar de Pepe y Casa de Mili.Campaspero, Valladolid, es célebre por su piedra calcárea blanca, usada en castillos como Peñafiel. Alberga un Museo de la Piedra interactivo con visitas guiadas, y la Ruta de los Chozos para ciclistas. Se mencionan sus pastas de manteca de la panadería de Barro y los chicharrones de Verdugo.Bernardos, Segovia, se caracteriza por su pizarra, que cubre el Escorial y el Alcázar de Segovia. El restaurante Samda ofrece cocina peruana y carnes. La zona permite explorar una ermita con vistas a Tierra de Pinares, y descubrir esculturas naturales y artesanales de pizarra.Villacastín, Segovia, hogar ...
Jim sits down with Sean Luke (Partner at SPMB Executive Search) to talk about the art of hiring senior engineering and product leaders—especially now that every job description on Earth has "AI" duct-taped to it. We get into why sticking with one great search firm beats "random recruiter roulette," why tech interviewing is tough (spoiler: engineers aren't always born interviewers), and the eternal tension between the two key roles - CTO (big brain science/vision) and VP Engineering (keep the trains running, preferably on the tracks). Then it's on to the AI gold rush: what a normal Head of Engineering should actually be doing with AI (hint: practical stuff like code review, QA, automation), why "Head of AI" is usually a totally separate job, and why "10 years of LLM experience" belongs in the same bin as Web3 buzzword soup. We also cover who's moving jobs right now, why PE can feel like a saner bet than venture (less "moonshot," more "actual exit"), and what candidates must be able to explain: what you did, and how it moved the business—numbers included. Plus: a few recruiting war stories, including the kind you can't make up and the kind that makes you grateful for a boring Tuesday.
Des and the teams break up the week's big news. Including: Fifa's ethics being called into question, the Australian social media ban, a banks ban on Christmas jumpers in the workplace, Judy Murray's push for more support for PE in schools and more. Lead Writer: Rebecca Bain and Alex Garrick Wright.Additional material: Nathan Cowley, Stuart Beale, Gregor Paton, Alan Hazlie, Andrew Duthie, Dan Welton and Sarah Tattersall.Producer: Chris Quilietti Senior Producer: Lauren Mackay Series Producer: David Flynn Researcher: Jodie White Script Editor: Keiron NicholsonAn Eco-Audio certified Production
Ever walked into an exam feeling completely ready…and then suddenly your heart is pounding, your mind goes blank, and even the easy stuff looks like it's written in a foreign language?
Instacart is testing different prices for different people... It's Personalized Pricing.University of Utah athletics just sold to PE for $500M… Wall Street is now the Quarterback.Australia banned social media for kids under 16… Instagram & cigarettes.In-N-Out burger won't say the number “67” anymore (and it's not the only one).$CART $META $SPYBuy tickets to The IPO Tour (our In-Person Offering) TODAYAustin, TX (2/25): https://tickets.austintheatre.org/13274/13275 Arlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): https://www.squadup.com/events/the-best-one-yet-liveGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This episode starts with Farcaster's pivot and Tarun's claim that “Web3 is dead,” at least the A16z-style ownership economy. With Web3 social struggling, the crew digs into why spam, airdrops, and weak network effects keep sinking these apps — and why prediction markets may be crypto's accidental social network. We then jump to the L1 valuation fight. Haseeb recaps his debate with Santiago over whether chains are wildly overpriced or simply early, sparking a broader discussion on PE ratios, L1 “premiums,” and how many chains the world can realistically sustain. Next up: Ken Chan's viral “I wasted 8 years in crypto.” The team unpacks burnout, sugar-water loops, and why nihilism tends to hit founders right as the market turns. And finally, Tarun walks through his ADL research and how October 10's cascading liquidations exposed major flaws in current systems. Markets evolving, narratives collapsing — let's get into it. Show highlights
Preston Naegle started his career in private equity at Leavitt Equity Partners (founded by Michael Leavitt, the former U.S. Secretary of Health and Human Services. Negale then moved into the operating world and for more than 2 years has led strategic finance and FP&A at a PE-backed Midway Mechanical Services in the HVAC (Heating, Ventilation, and Air Conditioning) industry at the company which has completed 15 acquisitions (3 in 2025 alone) within the mechanical, electrical, and plumbing sector across the Western US region. In this episode An origin story in Private Equity Learning from a “firehose” of business models Bringing PE thinking to a head of finance role at Midway Mechanical Bringing people with you as you create FP&A, budget and forecasting processes Choosing an FP&A solution Enhancing time to insights that bring long-term business partnering and profit growth
¡¡NUEVO PODCAST!!Julia Niño de Rivera… El Elfo que visita a los niños en Navidad... Arlette Duek… Cuerpo, mente y espíritu: la salud integral con terapias holísticas… Cartelera Cinematográfica… José Antonio Valdés Peña. Nené Gardoqui…¿Cómo contrarrestar los efectos del estrés en la piel? Xavier López Miranda… Musical Navideño: La Villa de Santa Claus
A small improvement in pricing can often drive greater value creation than larger cost or volume improvements. However, private equity (PE) funds face unique challenges in identifying and addressing pricing opportunities across diverse portfolio companies, often lacking the dedicated tools and expertise to do so effectively. In this episode, Brian Elliott, Jordan Jakubovitz, and Michelle Nguyen discuss how PE funds can address these challenges and achieve efficient growth. Brian Elliott is a senior partner in our New Jersey office and co-leads our pricing practice across all sectors. Brandon Heriford is a partner in our Atlanta office, and co-leads our Periscope B2B pricing solution with Brian. Michelle Nguyen is an associate partner in our New York office, and is a leader in our Private Capital Practice, and Dhruv Sriram is a consultant in our Atlanta office and a core member of our software and tech practice. Related insights Global Private Markets Report 2025: Braced for shifting weather How to navigate pricing during disinflationary times Pricing: The next frontier of value creation in private equity Is your pricing strategy cutting it? McKinsey Insights on Strategy & Corporate Finance McKinsey Strategy & Corporate Finance on LinkedIn McKinsey Insights on Private Capital Support the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information
No episódio 94 do Fronteiras no Tempo, Marcelo Beraba e o Estagiário Rodolfo conversam sobre a Revolução Pernambucana de 1817 e a Confederação do Equador de 1824. Eles exploram como esses movimentos revelam disputas de poder, conflitos regionais e diferentes projetos de país em meio à construção do Estado brasileiro após a Independência. Se você quer entender como o Brasil nasceu entre tensões, insatisfações com o poder central e visões concorrentes de nação é só dar o play e vir com a gente atravessar essas revoluções que ajudaram a moldar o país! Artes do Episódio: C. A. Financiamento Coletivo Existem duas formas de nos apoiar Pix recorrente – chave: fronteirasnotempo@gmail.com Apoia-se – https://apoia.se/fronteirasnotempo Redes Sociais Twitter, Facebook, Youtube, Instagram Contato fronteirasnotempo@gmail.com Material Complementar ALARCÃO, Janine Pereira de Sousa. O saber e o fazer: República, Federalismo e Separatismo na Confederação do Equador. 2006. Dissertação (Mestrado em História)—Universidade de Brasília, Instituto de Ciências Humanas, Departamento de História, 2006. Disponível em: http://repositorio.unb.br/handle/10482/2509 [ ANDREWS, George Reide. América Afro-Latina (1800-2000). trad. Magda Lopes. São Carlos: EDUFSCAR, 2007 BUCK-MORSS, Susan. Hegel e Haiti. Novos Estudos – Cebrap, São Paulo, n. 90, p. 131-171, jul. 2011. Disponível em: http://dx.doi.org/10.1590/s0101-33002011000200010 JANCSÓ, István e PIMENTA, João Paulo Garrido. Peças de um mosaico: ou apontamentos para o estudo da emergência da identidade nacional brasileira. Revista de história das idéias, v. 21, p. 389-440, 2000Tradução . . Disponível em: https://doi.org/10.14195/2183-8925_21_11 PORFÍRIO, Francisco Weber Pinto. (Re) pensando a nação: a Confederação do Equador através dos jornais O Spectador Brasileiro (RJ) e o Diário do Governo do Ceará em 1824. 2019. 179 f. Dissertação (Mestrado em História)—Universidade Federal do Ceará, Centro de Humanidades, Programa de Pós-Graduação em História, Fortaleza, 2019. Disponível em: http://repositorio.ufc.br/handle/riufc/45340 Link IMPRESSÕES REBELDES Como citar esse episódio Fronteiras no Tempo #94 Revoluções Pernambucanas. Locução Marcelo de Souza Silva, Rodolfo Grande Neto, Willian Spengler e Cesar Agenor Fernandes da Silva [S.l.] Portal Deviante, 10/12/2025. Podcast. Disponível em: https://www.deviante.com.br/?p=66131&preview=true Expediente Produção Geral: C. A. e Beraba. Hosts: Marcelo Beraba e Estagiário Rodolfo. Recordar é viver: Willian Spengler. Artes do Episódio: C. A. Edição: Talk’nCast Madrinhas e Padrinhos Apoios a partir de 12 de junho de 2024 Alexsandro de Souza Junior, Aline Silva Lima, André Santos, André Trapani, Andréa Gomes da Silva, Andressa Marcelino Cardoso, Augusto Carvalho, Carolina Pereira Lyon, Charles Calisto Souza, Edimilson Borges, Elisnei Menezes de Oliveira, Erick Marlon Fernandes da Silva, Flávio Henrique Dias Saldanha, Gislaine Colman, Iara Grisi, João Ariedi, Klaus Henrique de Oliveira, Manuel Macias, Marlon Fernandes da Silva, Pedro Júnior Coelho da Silva Nunes, Rafael Henrique Silva, Raul Sousa Silva Junior, Renata de Souza Silva, Ricardo Orosco, Rodrigo Mello Campos, Rubens Lima e Willian SpenglerSee omnystudio.com/listener for privacy information.
Today's guest is Michael Drexler, Chief Strategy Officer at Brightstar Capital Partners, a private equity firm that invests in closely held, middle-market businesses and helps them scale into professional, process-driven organizations.Michael's career spans leadership roles across investment banking, global strategy, and private equity—from Barclays to the World Economic Forum, and Brightstar Capital Partners—giving him a rare perspective on how strategy functions evolve as companies mature from founder-led to institutional scale. In this conversation, we unpack lessons from Michael's career leading strategy functions and explore how the head of strategy role transforms along a company's growth journey. Things we will cover: How strategy evolves from a “chief of staff” role in founder-led companies to a full-fledged internal consulting function The mindset shift from advising a single CEO to influencing a broader leadership team How to build and sustain an effective strategy team—including Michael's “2-to-4-year rotation” and “no bad news for two weeks” rules Why private equity firms view internal strategy functions differently—and how to reposition your team in a PE environment Michael's four-step framework for prioritizing projects that's “never failed him once” From developing consulting-style skillsets inside corporations to balancing neutrality among competing executives, Michael brings clarity and practicality to what it means to be an effective CSO. Learn more about Outthinker's community of chief strategy officers - https://outthinker.com/ Follow us on LinkedIn - https://www.linkedin.com/company/outthinker-networks
Got Questions? https://calendly.com/conrad-rodriguez/30-minute-coaching-sessionGet THE BEST PENIS EXTENDER ON THE MARKET! CLICK HERE
Points of Interest00:00 – 01:30 – Introduction: Marcel welcomes M&A advisor Todd Taskey, who specializes in investment banking transactions for digital marketing agencies doing $1–5M in EBITDA.01:30 – 02:40 – What Investment Banking Actually Means for Agencies: Todd explains what “investment banking transactions” are in plain language, covering how his team guides owners from first conversations through closing and integration.02:40 – 06:30 – The “Second Bite” Thesis and Evolutionary Transactions: Todd introduces his “second bite” concept using real client stories, showing how selling part of an agency can be a strategic leap forward rather than the end of an owner's journey.06:30 – 09:20 – Private Equity as Growth Partner, Not Villain: Marcel raises common fears about private equity, and Todd contrasts horror stories of big corporate deals with growth-focused PE in the $2M EBITDA range that needs more good people, not fewer.09:20 – 12:30 – How Earn-Outs Go Right (or Wrong): Todd shares how unrealistic projections in a pitch deck can make earn-out targets impossible, and explains his playbook for setting conservative growth assumptions that founders can actually beat.12:30 – 16:30 – Inside the Private Equity Business Model: Todd breaks down how PE funds are structured, how they earn management fees and returns, and why growing EBITDA and achieving multiple expansion is central to their strategy.16:30 – 19:30 – Case Studies of PE-Backed Agency Growth: Using examples like Power Digital and other PE-backed platforms, Todd illustrates how tucking in specialized agencies (CRO, Amazon, etc.) can generate outsized returns for both founders and investors.19:30 – 24:30 – Why Private Equity Wins: Data, Rigor, and Talent: Todd describes the level of analysis PE brings to the table—cohort analysis, retention metrics, financial rigor—and how this “art and science” combination helps them repeatedly grow and sell agencies.24:30 – 28:40 – The Experience Imbalance and Need for a Real Process: Marcel highlights the experience gap between founders and professional acquirers, and Todd explains why running a structured process with multiple buyers is essential for true price discovery.28:40 – 33:10 – Free Consulting: What the Market Really Values in Your Agency: Todd outlines how conversations with 20–30 serious buyers surface recurring themes—“this, that, and the other thing”—that tell you exactly what to fix to increase valuation, even if you do not sell.33:10 – 38:30 – AI, Efficiency, and the Future of Agency Valuations: Todd shares his view that AI will most directly impact valuations through efficiency gains and margin expansion, allowing agencies to stack more clients on the same headcount and drive higher EBITDA.Show NotesConnect with Todd:LinkedInTower PartnersEmail: todd@towerpartners.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
News. Are government websites accessible for people with disabilities in Czechia? Czech schools test new PE programme and Czech illustrator showcases his U.S. road trip through pen-and-ink drawings
Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the key drivers, risks, and sector shifts shaping European equities in 2026. Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Research Product in Europe.Marina Zavolock: And I'm Marina Zavolock, Chief European Equity Strategist.Paul Walsh: And today – our views on what 2026 holds for the European stock market.It's Tuesday, December 9th at 10am in London.As we look ahead to 2026, there's a lot going on in Europe stock markets. From shifting economic wins to new policies coming out of Brussels and Washington, the investment landscape is evolving quite rapidly. Interest rates, profit forecasts, and global market connections are all in play.And Marina, the first question I wanted to ask you really relates to the year 2025. Why don't you synthesize your, kind of, review of the year that we've just had?Marina Zavolock: Yeah, I'll keep it brief so we can focus ahead. But the year 2025, I would say is a year of two halves. So, we began the year with a lot of, kind of, under performance at the end of 2024 after U.S. elections, for Europe and a decline in the euro. The start of 2025 saw really strong performance for Europe, which surprised a lot of investors. And we had kind of catalyst after catalyst, for that upside, which was Germany's ‘whatever it takes' fiscal moment happened early this year, in the first quarter.We had a lot of headlines and kind of anticipation on Russia-Ukraine and discussions, negotiations around peace, which led to various themes emerging within the European equities market as well, which drove upside. And then alongside that, heading into Liberation Day, in the months, kind of, preceding that as investors were worried about tariffs, there was a lot of interest in diversifying out of U.S. equities. And Europe was one of the key beneficiaries of that diversification theme.That was a first half kind of dynamic. And then in the second half, Europe has kept broadly performing, but not as strongly as the U.S. We made the call, in March that European optimism had peaked. And the second half was more, kind of, focused on the execution on Germany's fiscal. And post the big headlines, the pace of execution, which has been a little bit slower than investors were anticipating. And also, Europe just generally has had weak earnings growth. So, we started the year at 8 percent consensus earnings growth for 2025. At this point, we're at -1, for this year.Paul Walsh: So, as you've said there, Marina, it's been a year of two halves. And so that's 2025 in review. But we're here to really talk about the outlook for 2026, and there are kind of three buckets that we're going to dive into. And the first of those is really around this notion of slipstream, and the extent to which Europe can get caught up in the slipstream that the U.S., is going to create – given Mike Wilson's view on the outlook for U.S. equity markets. What's the thesis there?Marina Zavolock: Yeah, and thank you for the title suggestion, by the way, Paul of ‘Slipstream.' so basically our view is that, well, our U.S. equity strategist is very bullish, as I think most know. At this stage he has 15 percent upside to his S&P target to the end of next year; and very, very strong earnings growth in the U.S. And the thesis is that you're getting a broadening in the strength of the U.S. economic recovery.For Europe, what that means is that it's very, very hard for European equities to go down – if the U.S. market is up 15 percent. But our upside is more driven by multiple expansion than it is by earnings growth. Because what we continue to see in Europe and what we anticipate for next year is that consensus is too high for next year. Consensus is anticipating almost 13 percent earnings growth. We're anticipating just below 4 percent earnings growth. So, we do expect downgrades.But at the same time, if the U.S. recovery is broadening, the hopes will be that that will mean that broadening comes to Europe and Europe trades at such a big discount, about 26 percent relative to the U.S. at the moment – sector neutral – that investors will play that anticipation of broadening eventually to Europe through the multiple.Paul Walsh: So, the first point you are making is that the direction of travel in the U.S. really matters for European stock markets. The second bucket I wanted to talk about, and we're in a thematically driven market. So, what are the themes that are going to be really resonating for Europe as we move into 2026?Marina Zavolock: Yeah, so let me pick up on the earnings point that I just made. So, we have 3.6 percent earnings growth for next year. That's our forecast. And consensus – bottom-up consensus – is 12.7 percent. It's a very high bar. Europe typically comes in and sees high numbers at the beginning of the year and then downgrades through the course of the year. And thematically, why do we see these downgrades? And I think it's something that investors probably don't focus on enough. It's structurally rising China competition and also Europe's old economy exposure, especially in regards to the China exposure where demand isn't really picking up.Every year, for the last few years, we've seen this kind of China exposure and China competition piece drive between 60 and 90 percent of European earnings downgrades. And looking at especially the areas of consensus that are too high, which tend to be highly China exposed, that have had negative growth this year, in prior years. And we don't see kind of the trigger for that to mean revert. That is where we expect thematically the most disappointment. So, sectors like chemicals, like autos, those are some of the sectors towards the bottom of our model. Luxury as well. It's a bit more debated these days, but that's still an underweight for us in our model.Then German fiscal, this is a multi-year story. German fiscal, I mentioned that there's a lot of excitement on it in the first half of the year. The focus for next year will be the pace of execution, and we think there's two parts of this story. There's an infrastructure fund, a 500-billion-euro infrastructure fund in Germany where we're seeing, according to our economists, a very likely reallocation to more kind of social-related spend, which is not as great for our companies in the German index or earnings. And execution there hasn't been very fast.And then there's the Defense side of the story where we're a lot more optimistic, where we're seeing execution start to pick up now, where the need is immense. And we're seeing also upgrades from corporates on the back of that kind of execution pickup and the need. And we're very bullish on Defense. We're overweight the issue for taking that defense optimism and projecting out for all of Europe is that defense makes up less than 2 percent of the European index. And we do think that broadens to other sectors, but that will take years to start to impact other sectors.And then, couple other things. We have pockets of AI exposure in the enabler category. So, we're seeing a lot of strength in those pockets. A lot of catch up in some of those pockets right now. Utilities is a great example, which I can talk about. So, we think that will continue.But one thing I'm really watching, and I think a lot of strategists, across regions are watching is AI adoption. And this is the real bull case for me in Europe. If AI adoption, ROI starts to become material enough that it's hard to ignore, which could start, in my opinion, from the second half of next year. Then Europe could be seen as much more of a play on AI adoption because the majority of our index is exposed to adoption. We have a lot of low hanging fruit, in terms of productivity challenges, demographics, you know, the level of returns. And if you track our early adopters, which is something we do, they are showing ROI. So, we think that will broaden up to more of the European index.Paul Walsh: Now, Marina, you mentioned, a number of sectors there, as it relates to the thematic focus. So, it brings us onto our third and final bucket in terms of what your model is suggesting in terms of your sector preferences…Marina Zavolock: Yeah. So, we have, data driven model, just to take a step back for a moment. And our model incorporates; it's quantum-mental. It incorporates themes. It incorporates our view on the cycle, which is in our view, we're late cycle now, which can be very bullish for returns. And it includes quant factors; things like price target, revisions breadth, earnings revisions breadth, management sentiment.We use a Large Language Model to measure for the first time since inception. We have reviewed the performance of our model over the last just under two years. And our top versus bottom stocks in our model have delivered 47 percent in returns, the top versus bottom performance. So now on the basis of the latest refresh of our model, banks are screening by far at the top.And if you look – whether it's at our sector model or you look at our top 50 preferred stocks in Europe, the list is full of Banks. And I didn't mention this in the thematic portion, but one of the themes in Europe outside of Germany is fiscal constraints. And actually, Banks are positively exposed to that because they're exposed to the steepness – positively to the steepness – of the yield curve.And I think investors – specialists are definitely optimistic on the sector, but I think you're getting more and more generalists noticing that Banks is the sector that consistently delivers the highest positive earnings upgrades of any sector in Europe. And is still not expensive at all. It's one of the cheapest sectors in Europe, trading at about nine times PE – also giving high single digit buyback and dividend yield. So that sector we think continues to have momentum.We also like Defense. We recently upgraded Utilities. We think utilities in Europe is at this interesting moment where in the last six months or so, it broke out of a five-year downtrend relative to the European index. It's also, if you look at European Utilities relative to U.S. Utilities – I mentioned those wide valuation discounts. Utilities have broken out of their downtrend in terms of valuation versus their U.S. peers. But still trade at very wide discounts. And this is a sector where it has the highest CapEx of any sector in Europe – highest CapEx growth on the energy transition. The market has been hesitant to kind of benefit the sector for that because of questions around returns, around renewables earlier on. And now that there's just this endless demand for power on the back of powering AI, investors are more willing to benefit the sector for those returns.So, the sector's been a great performer already year to date, but we think there's multiple years to go.Paul Walsh: Marina, a very comprehensive overview on the outlook for European equities for 2026. Thank you very much for taking the time to talk.Marina Zavolock: Thank you, Paul.Paul Walsh: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.
Welcome to another episode of HALO Talks! Host Pete Moore sits down with branding expert and MonoGram Group founder Scott Markman for a wide-ranging conversation on private equity, marketing, and the art of standing out in a competitive landscape. From Scott's early days building powerhouse brands in PE—like Antares Capital—to the inside stories and lessons learned from working with over 100 PE firms, you'll get a front-row seat to how branding and storytelling have evolved in finance and beyond. Pete and Scott riff on everything from the importance of humanizing private equity to the bold branding of consumer favorites like Liquid Death. You'll hear candid insights on how to keep brand integrity alive, the power of team sports mentality in business, and the struggle to get new industry terms—like "HALO"—to catch on. It's definitely a no-holes-barred, no-nonsense chat guaranteed to inspire anyone growing their business, building a brand, or navigating the always frothy private equity world. Listen now for some straight talk, a few laughs, and real advice you can use! Regarding how to stand out in private equity, Markman states, "Just get something that you believe in that is true, that is understandable, that you can rent, repeat 100,000 times. And if you can do that, you're going to be way ahead of anybody else because the bar is set in private equity very low." Key themes discussed Branding strategies for private equity firms. Humanizing and differentiating in competitive markets. The importance of storytelling in marketing. Leveraging brand equity and reputation management. Risk-taking and thinking big in brand building (e.g. Liquid Death.) Optimizing portfolio company operations and collaboration. Building and scaling industry categories, like HALO. A Few Key Takeaways: 1.Brand Differentiation in Private Equity Matters: Scott emphasized that PE firms often focus too much on facts, figures, and professional credentials, but overlook the human and brand elements that truly set them apart. Building trust and emotional connection with company owners and deal partners is a core differentiator in a market that's becoming increasingly commoditized. 2. The Power of Storytelling and Consistency: Markman stressed that defining a clear, consistent message and sticking with it is critical. He compared this to the power of Starbucks' branding, noting that the companies that repeat and reinforce their message, vision, and values win in the long haul. 3. Thinking Big in Branding Works: The two also discussed the branding of Liquid Death and how audacious, risk-taking approaches can differentiate brands in even the most commoditized of categories (like bottled water!) Scott praised the boldness of such campaigns and pointed out that creative, gutsy execution can sometimes pay off big! 4. PE Firms Undervalue Internal Collaboration Across Portfolio Companies: Scott and Pete also observed that many PE firms miss out on synergies by not sharing best practices, vendors, or marketing expertise across portfolio companies. While some firms coordinate shared services, most still operate in silos, missing out on substantial value creation. 5. Branding the HALO Sector—A Movement in Progress: Pete shifted to the effort to brand "HALO" (Health, Active Lifestyle, Outdoors) as its own sector, rather than lumping it under generic terms like "wellness" or the word-salad that often results when people try to describe the space. He shared his long-term vision to make "HALO" the go-to term in industry circles, highlighting the uphill journey from grassroots advocacy to a recognized category and the importance of relentless, repetitive communication to achieve that. Resources: Scott Markman: https://www.linkedin.com/in/scottmarkman MonoGram Group: https://www.monogramgroup.com Integrity Square: https://www.integritysq.com Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: https://www.promotionvault.com HigherDose: https://www.higherdose.com
Sharon Van Zeeland, Vice President of Strategy and Corporate Development at Rockwell Automation Sharon brings a unique engineer's perspective to the softest parts of M&A. In this episode, Sharon reveals how Rockwell developed a systematic scoring system for evaluating culture fit during due diligence—complete with numerical rankings across key dimensions like decision-making authority, adaptability, and mission alignment. She also shares unconventional tactics for getting deals across the finish line, from negotiating hunting rights to sponsoring 4th of July parades, and explains why marrying your diligence and integration teams early is the secret to accelerating post-deal value creation. Things You'll Learn How to build a numerical scoring system for culture assessment Why marrying your diligence and integration leaders from day one eliminates knowledge chasms, captures integration costs in your deal model, and helps you reach steady state faster than traditional handoffs Creative negotiation tactics beyond price and terms ____________________ This episode is brought to you by S&P Global. Today's episode of M&A Science is brought to you by S&P Global Market Intelligence. If you're in corp dev or PE, you know the pain — good private company data is hard to come by. Everyone's still chasing clean, reliable, up-to-date data. I started out using CapIQ Pro for public comps, but didn't realize until recently how deep their private company coverage has gotten. Over 58 million private companies, global reach, and actually usable for real deal work. This isn't surface-level. You get real metrics — ownership, financials, funding rounds, even asset-level insights. So if you're still toggling between a dozen tools trying to piece together the picture, maybe it's time to stop guessing and start sourcing better. Learn More Here: https://www.spglobal.com/market-intelligence/en/solutions/products/private-company-data?utm_source=podcast&utm_medium=video&utm_campaign=MAScienceH225 __________________ Buyer-Led M&A™: The Framework is Now Available Traditional M&A is broken. Buyers chase auctions. Sellers control the process. It's reactive, inefficient, and exhausting. After 300+ episodes of M&A Science, I've taken insights from the world's top corp dev leaders and distilled them into a practical framework for taking control of your M&A pipeline—how to source deals directly, build relationships earlier, and stop being auction-chasers. If you'd like to build a proactive M&A program that founders actually want to engage with, you can grab your copy. https://dealroom.net/resources/ebooks/buyer-led-m-a-tm-the-framework _________________ Everything You Need to Learn Modern M&A — In One Membership Access proven templates, frameworks, and real operator insights — all designed to help you learn faster, make smarter decisions, and run Buyer-Led M&A with confidence. Sign up now with promo code "FOUNDER" for 50% off at checkout. https://www.mascience.com/membership __________________ Episode Chapters [00:02:30] From Engineering to Corp Dev – How Sharon's electrical engineering background shaped her analytical approach to evaluating all deal variables, including the unexpected correlation between employee retention and new product introductions. [00:05:30] Owning the Full Lifecycle – Why Rockwell expanded Sharon's role to include strategy, M&A, integration, and venture investing, creating an enterprise-wide view with quarterly reviews and closed-loop learning. [00:08:30] The Cultural Wake-Up Call – The story of how Rockwell acquired a small software company and nearly derailed a customer's drug development timeline because they missed evaluating decision-making authority during diligence. [00:12:00] Building a Culture Scoring System – How Rockwell uses a 50-item survey to create numerical rankings (0-5 scale) across cultural dimensions, then visualizes gaps and similarities in graphs that are "worth a thousand words." [00:19:00] Integration Playbooks by Company Size – Why Rockwell developed separate playbooks for small, mid-size, and large acquisitions, and how they determine whether to leave companies alone, partially integrate, or fully absorb. [00:27:00] Getting Deals Actionable – Sharon's unconventional negotiation stories: securing hunting land rights for a Texas seller, letting an owner keep his beloved company truck, and guaranteeing 4th of July parade sponsorships. [00:38:30] Marrying Diligence and Integration – The shift from waiting until closing to starting integration planning before LOI, including how Rockwell pairs each integration leader with a corresponding person on the target side. [00:46:00] Continuous Learning Through Retrospectives – How Rockwell conducts retrospectives after every deal phase—not immediately after closing, but six months to a year later when they can truly assess what worked. [00:49:00] AI's Impact on M&A – Sharon's perspective on how AI is changing deal flow and diligence processes, plus a cautionary tale about AI hallucinations incorrectly identifying a public company as private. [00:52:00] Data Beyond Financials – Why corp dev leaders should track employee retention rates, promotion rates, new product introduction velocity, and customer complaints as cultural success indicators. Questions, comments, concerns?Follow Kison Patel for behind-the-scenes insights on modern M&A.
Derek Moore is joined by Shane Skinner and Mike Snyder to talk about Jurrien Timmer's chart showing we aren't in a bubble because the rise in markets is due to earnings not multiple gains. Plus, U of Michigan consumer sentiment hits a new low despite markets near all-time highs. Later, is Japan's rise in interest rates a problem for stocks, bonds, or neither? Finally, looking at the returns of gold vs stocks plus surprising forward P/E ratio of Walmart vs Nvidia. Gold vs Stocks performance Jurrien Timmer's market return attributions comparing earnings vs valuation gains Bubble or not a bubble. Earnings multiple changes vs earnings changes Walmart forward P/E ratio University of Michigan consumer sentiment of economic conditions index Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
From studying Business Data Science to landing a role in investment banking at Centerview Partners, this is my honest story of how I discovered my path, the mistakes I made, and what I wish every student knew before starting their career. In this video, I share how I transitioned from college to corporate life — the lessons I learned outside the classroom, why real-world experience matters, and how small opportunities can lead to big growth. Whether you're a university student, career changer, or just curious about finance and personal growth, this episode will give you insight, motivation, and practical steps to help you find your direction.
In this inspiring episode of the Featured Mentor Podcast, we sit down with Arthur, a 28-year-old professional whose path from Brazil to the U.S. and Europe reveals what it really takes to build an international career in finance. From early days at a prep school to studying at Wharton and landing roles at Bank of America and Goldman Sachs, Arthur opens up about the challenges of ambition, adapting across cultures, and learning to define success on his own terms. Listeners will gain insight into: How early mentorship and family values shaped Arthur's global outlook The realities of navigating investment banking and private equity interviews Lessons in resilience, personality, and authenticity in high-pressure careers Perfect for students, young professionals, and anyone redefining what success looks like in global finance and leadership.
Today, Nicole breaks down all stock market lingo you need to decode investments —like market cap, and P/E ratio—and shows you how they actually work in real-life trading, using a deep dive into a real example of a stock that got... weird. You'll learn how to spot a stock's highs, lows, and everything in between… plus why relying on just one type of analysis (technical OR fundamental) is like trying to fly a plane with one wing. Check out Nicole's course The Money School and use promo code MONEYREHAB to secure the course for $99