Podcasts about Private equity

Many med spa owners hesitate to partner with a private equity–backed group because they fear losing control of their practice, but the reality is far more nuanced. In this episode, guest John Wheeler, CEO of Alpha Aesthetics Partners and co-founder of Esthetics Center, explains why partnering with a private equity–backed platform is not an exit, but a chance to access broader resources, structure, and support. Tune in to learn what changes come with joining a platform, including new performance expectations, operational structure, and support systems.  Chapters00:00 Intro00:39 Banter03:16 Guest Background11:03 What is Alpha Aesthetic Partners?14:35 Can a Private Equity-Backed Platform Help My Practice?22:07 How can I discuss benchmarks with my providers?25:13 Where is aesthetic practice consolidation headed in the next five years?27:07 Access+27:41 Legal Takeaways29:20 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto  Stay connected for the latest business and health care legal updates: WebsiteFacebookInstagramLinkedIn

Today I'm joined by my FOCUS Investment Banking partner, Giorgio Andonian, Managing Director and a go-to advisor for owners navigating growth and liquidity. We're talking what's real in M&A right now, how private equity is showing up as a growth partner, a quick preview of private debt as a tool we'll cover in depth soon, and a few fresh takeaways from SEMA—plus the trends and questions we're hearing most from operators in the market today.If you're weighing scale, recapitalization, or a future exit, this one's for you. Let's dive in. Connect with Giorgio: Social: https://www.linkedin.com/in/giorgio-andonian/ Web: https://focusbankers.com/automotive/ Email: giorgio.andonian@focusbankers.com 

Kommt eine Übernahmewelle in der deutschen Softwarebranche auf uns zu? Zehntausende Unternehmen könnten betroffen sein. Wir schauen über die Hintergründe. „Zum einen verändern technologische Megatrends wie Cloud, Künstliche Intelligenz und Automatisierung die Geschäftsmodelle grundlegend. Zum anderen kommt ein Generationswechsel hinzu. Viele Gründer sind heute zwischen 55 und 70 Jahre alt und suchen eine Nachfolgelösung. In dieser Situation treten Finanzinvestoren auf den Plan und sehen Chancen für Übernahmen. Allein in Deutschland gibt es rund 10.000 relevante Softwarehersteller. Das Marktvolumen von IT-Dienstleistungen und Software wird 2025 auf über 100 Milliarden Euro geschätzt. Familieninterne Übergaben funktionieren oft nicht, weil die nächste Generation andere Pläne verfolgt oder die technischen Anforderungen zu hoch sind. In solchen Fällen greifen Private-Equity-Investoren ein, die sowohl Kapital als auch Know-how mitbringen. Viele Firmen müssen hohe Summen in KI, Cloud-Technologien und Datenmanagement investieren. Investoren bringen nicht nur Geld, sondern auch strategisches Wissen, internationale Netzwerke und die Fähigkeit, Unternehmen über Zukäufe zu vergrößern. So entstehen sogenannte Buy-and-Build-Strategien, bei denen mehrere kleinere Anbieter unter einem Dach gebündelt werden", so Inside Wirtschaft-Chefredakteur Manuel Koch. Alle Details im Video von der Frankfurter Börse und auf https://inside-wirtschaft.de

Private Equity Investing with Rob Hatch of Constitution Capital Partners Host Brad Wright is joined by Rob Hatch, Managing Partner of Constitution Capital Partners. Rob was one of the founding partners of Constitution Capital. Prior to joining Constitution Capital, he was an Investment Director at Standard Life Investments Private Equity USA. Previously, Rob worked at Argo Global Capital. He began his career in the investment banking group of State Street Corporation. Rob earned his MBA from The Tuck School of Business at Dartmouth and his undergraduate degree from Harvard University in Applied Mathematics and Statistics. He is a CFA charter holder.   They discuss: Private Equity and Credit How to source potential companies to invest in The difference between Co-Investing and a Secondary Investment The possibility of private equity as a 401(k) investment option   Constitution Capital Partners   Website: https://ccaf.com/ Contact: Josh Gilbert, jgilbert@concp.com ·      For more info ·      To be invited to their quarterly webinars        

In this episode, we break down private equity and private credit—two fast-growing but often misunderstood parts of the investment world. We explore how they work, why super funds love them, and why private credit might be the most likely trigger of the next market downturn.   Subscribe to our weekly GainingCHOICE email General advice disclaimer

"Success leaves clues. And sometimes that clue is healthy leadership that is just able to take them from plateau to plateau." - Trey MarinelloMy guest this week, Trey Marinello of Houlihan Lokey, is an expert in a topic everyone is constantly talking about: Private Equity. Trey joined the show to demystify the world of investment banking and explain exactly why private equity firms are pouring billions of dollars into the employer-sponsored healthcare space.Trey breaks down the current trends, explaining why PE isn't just about leverage and debt, but about "turning the propeller faster" through distribution expertise and strategic growth. We discuss why categories like TPAs, cost containment, and innovative funding models are red-hot, while "wellness" and "population health" have struggled to prove their ROI.We also explore the potential of AI to revolutionize mental health care, why “ICHRA” is still a wild card, and how smart brokers are becoming essential value-drivers in M&A deals.Tune in for a masterclass on following the money in healthcare!Chapters:(00:00:00) Why Private Equity is Pouring Billions Into Employer Healthcare(00:00:35) Why Private Equity Loves Healthcare (00:08:59) What Does an Investment Banker Actually Do? (00:17:25) How PE Firms Use Distribution to Scale (00:20:06) Is ICHRA the Future or a Fad? (00:28:50) The Rise of Alternative Funding (00:42:34) Why "Wellness" Investments Failed (00:57:16) How Brokers Drive Enterprise Value (01:02:47) The Hottest Category in Healthcare M&AKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen/watch on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/

Avez-vous déjà entendu parler du PER collectif ? Ce dispositif permet de récompenser les salariés tout en optimisant leur fiscalité et celle de l'entreprise.Catherine Leroy est Directrice Épargne Salariale et Retraite chez Amundi. Au micro de Matthieu Stefani, elle nous dit tout sur le PER collectif.Découvrez : Les caractéristiques du PER collectifLes entreprises qui peuvent le mettre en placeLes différences avec le PEE (Plan d'Épargne Entreprise)Comment mettre en place un PERCOLLes avantages pour l'entreprise et le salariéLa Martingale est un média podcast et vidéo d'@orsomedia‬‬‬‬‬‬ qui parle d'argent, mais pas que. Finances personnelles, investissement, épargne, patrimoine - tous les sujets sont abordés sans tabous pour aider chacun à y voir plus clair dans la gestion de ses actifs.Si l'épisode vous a plu, retrouvez La Martingale sur :Instagram : / lamartingalepodcastLinkedIn : / lamartingalepodcast TikTok : / lamartingale_media X : https://x.com/MartingaleLaNotre site : https://lamartingale.ioNotre Linktr.ee : https://linktr.ee/lamartingale_mediaPour en savoir plus sur Amundi, rdv sur amundi.frHébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Show Notes: Lloyd opens the conversation by talking about the infinite opportunities at Harvard and encourages incoming freshmen to make the most of their time there. Lloyd shares his initial plan to study pre-med but also pursued fine arts, specifically architecture, and theater work. He mentions meeting Professor James Stilgoe at the Graduate School of Design, which opened his eyes to opportunities beyond STEM. From Cornell to New York City Lloyd discusses his decision to attend Cornell and his subsequent move to New York City. He had two job offers: working at Disney or a consulting firm, but chose the consulting firm due to financial needs. Lloyd worked for a boutique workout restructuring organization in New York City and later joined Starwood Capital Group. He was asked to open the London office for Starwood Capital Group in 2001, combining his interests in architecture, finance, and real estate. He honed his skills as an investment guy over the next few years before moving into entrepreneurship. Founding Yoo Capital In 2010, Lloyd and his business partner founded Yoo Capital, focusing on real estate private equity. The firm aimed to be responsible and institutional in their investments, creating global iconic destinations in London. Yoo Capital has invested in various sectors, including live theaters, film and television studios, music arenas, hotels, and restaurants. The firm has also created incubator spaces for startups and supports educational programs at Imperial College London and other institutions. About Yoo Capital Yoo Capital has committed to contributing 50% of all housing built in central London to government affordable housing. The firm has partnerships with major names in hospitality, food, beverage, music, and entertainment. Yoo Capital's investments are considered strategic to the national interest and socially responsible. The firm ensures accessibility in their destinations, ranging from affordable to high-end options. Professional and Personal Goals Lloyd shares his practice of journaling since 1997, mapping out his personal and professional goals. He contributes the success of his journey to education, skills learned, and opportunity to his passions professionally. He and his wife have created an ethos to build opportunities and contribute to social value that they have impressed upon their children. Lloyd discusses the importance of setting targets and reviewing progress regularly. He emphasizes the significance of maintaining a work-life balance and involving his family in the planning process, and he explains his setting targets and weekly review process.  Challenges of Brexit and COVID-19 Lloyd recounts the challenges faced during the Brexit vote and the COVID-19 pandemic. He explains the firm's strategy of being prudent and risk-averse, often forward-selling properties to secure investments. Lloyd shares a story about forward-selling and transforming a million square feet of residential property during the recession. Lloyd describes many of the exciting rejuvenation projects that invest in both the buildings and benefit the community with housing, entertainment, art, and businesses. The firm's approach has allowed them to weather economic storms and continue growing. Lloyd also mentions what he has learned from working with theatres. Harvard Reflections Lloyd credits Professors James Stilgoe and Harvey Cox as influential figures in his life. He discusses how Professor Stilgoe's course on the History of the American Built Environment broadened his perspective. Lloyd appreciates Professor Cox's course on Jesus in the world, which reinforced his Christian beliefs. Both professors' teachings have shaped Lloyd's approach to business and personal life. Guiding Beliefs at Work Lloyd explains how his Christian beliefs guide his professional decisions and the firm's ethos. He emphasizes the importance of humility and collaboration with world-class partners. Lloyd shares how the firm's investments are rooted in creating socially responsible and accessible destinations. He highlights the significance of maintaining a moral fiber in all business dealings. Lloyd discusses the firm's future plans, including expanding their investments in central London. He mentions ongoing projects like the Camden Film Quarter and the transformation of Olympia. The firm aims to continue creating iconic destinations that are both financially successful and socially responsible. Lloyd expresses his gratitude for the opportunities and challenges that have shaped his journey. Timestamps: 04:22: Transition from Harvard to Early Career  08:53: Social Responsibility and Strategic Partnerships  12:15: Personal and Professional Growth  21:54: The Weekly Review Process 24:22: Founding Yoo Capital 32:19: Understanding the Theatre Business  43:06: Influence of Harvard Professors  Links: Yoo Capital: https://yoocapital.com/ Olympia: https://www.olympia.co.uk/ Camden Film Quarter: https://www.camdenfilmquarter.com/       Featured Non-profit:   The featured non-profit of this week's episode is brought to you by Elijah Aron who reports:  "Hi. I'm Elijah Aron, class of 1992. The featured non-profit of this episode of The 92 report is Earth Justice. Basically, it's an organization of lawyers who protect the planet. I like to give money to environmental causes, but I don't always understand what a lot of these big green nonprofits are actually doing with my money. But Earth justice, I totally understand. They fight court cases against corporations and sometimes the federal government on the side of the earth. You can learn more about their work@earthjustice.org Now here is Will Bachman with this week's episode. To learn more about their work, visit: www.earthjustice.org.    *Show notes and transcript are AI generated.  

In this episode, Timothy Henry and Raj Sisodia welcome Stewart Kohl, Co-CEO of The Riverside Company, a global private equity firm known for its long-term, values-centered approach to investing.To see the full video podcast, check out the Conscious Capitalists YouTube channel hereDrawing on decades of experience, Stewart shares his powerful perspective on integrating values with valuation in the world of private equity, and what it takes to invest wisely during times of radical uncertainty. Stewart reflects on the discipline required to stay true to purpose while navigating shifting markets and evolving stakeholder expectations.The conversation also explores the practical realities of responsible investing, including the growing importance of employee ownership and stewardship. Stewart offers candid insights into what it means to lead consciously, build resilient businesses, and champion sustainable growth across diverse industries. Join us for a thought-provoking discussion that highlights the future of capitalism—and reveals why values-driven leadership remains one of the most powerful levers for long-term impact. If you enjoy this podcast, would you consider following the show on Apple Podcasts and Spotify. It takes only a few seconds and greatly helps us get our podcast out to a wider audience.Please subscribe on Apple Podcasts / Spotify / Stitcher, or wherever you get your podcasts.For transcripts and show notes, please go to: https://www.theconsciouscapitalists.comThis show is presented by Conscious Capitalism, Inc. (https://www.consciouscapitalism.org/) and is produced by Rainbow Creative (https://www.rainbowcreative.co/) with Matthew "MoJo" Jones as Executive Producer, Nicholas Peters as Producer, and Nathan Wheatley as Editor.Thank you for your support!- Timothy & RajChapters00:00 Introduction and Responsibilities of an Investor03:19 Values and Valuation in Private Equity06:46 The Importance of Company Culture08:34 Navigating Radical Uncertainty10:31 The Role of Industry Expertise20:39 Responsible Investing and Stewardship30:04 The Importance of Conscious Growth30:25 Strategies for Healthy Business Growth30:45 Organic and Inorganic Growth Tactics31:53 The Risks and Rewards of M&A33:59 Employee Ownership and Its Impact36:26 Creating an Ownership Culture38:58 Empathy in Leadership46:28 The Role of Co-CEOs in Business51:47 Rapid Fire Round56:13 Final Thoughts on Conscious Capitalism

On this episode of Embracing Erosion, Devon sits down with Molly Chapman, Senior Associate of Product Marketing at Apax Partners. Molly's career spans both agency and in-house roles across industries like travel, and financial services — from shaping campaigns at STA Travel, to leading product marketing and GTM strategy at Moorepay, and now advising a diverse portfolio of companies within one of the world's leading private equity firms.In their conversation, they discuss how she guides portfolio teams without owning their strategy, what product marketing looks like in a PE context, and how the discipline itself is evolving — both inside traditional tech companies and beyond. Enjoy the conversation!

In der 342. Episode von Irgendwas mit Recht spricht Marc mit Christian Wensing, Volljurist und heute in leitender Position in der Rechtsabteilung von Douglas. Christian erzählt, wie er über ein Faible für Sprachen, einen juristischen Vater und erste vage Berufsüberlegungen zum Jurastudium in Münster gekommen ist, warum ihn wirtschaftsnahe Themen wie Kartell- und Gesellschaftsrecht fasziniert haben und wie Stationen im Bundeskartellamt, in Großkanzleien und in der Rechtsabteilung von Henkel seinen Wunsch nach internationaler Arbeit geprägt haben. Es geht darum, weshalb er den eher ungewöhnlichen Weg gewählt hat, den LLM erst nach dem zweiten Examen in London zu machen, welche Rolle Sprache und Netzwerke spielen. Wie bereitet sich ein europaweit tätiger Retailer mit Milliardenumsätzen auf ein Börsen-Listing vor? Was bedeutet eine umfassende Due Diligence aus Unternehmenssicht konkret und wie koordiniert man intern Datenräume, Fragenkataloge und externe Berater? Was unterscheidet die Perspektive eines Kanzlei-Anwalts von der eines Unternehmensjuristen, der auch die Integration von Zukäufen und die langfristige Entwicklung im Konzern begleitet? Wie fühlt es sich an, wenn Kapitalmarktrecht plötzlich zum täglichen Handwerkszeug wird, obwohl man ursprünglich aus dem Private-Equity- und M&A-Bereich kommt? Und welche Überlegungen sollten Studierende und Referendarinnen anstellen, wenn sie zwischen Großkanzlei, LLM, Promotion und Unternehmensjuristerei abwägen? Antworten auf diese und viele weitere Fragen erhaltet Ihr in dieser Folge von IMR. Viel Spaß!

C'è un'onda di cui tutti parlano: i mercati privati. Private Equity, Private Debt, Private Market.Ne avete sentito parlare di recente, ma non siete ancora convinti di cosa si tratti?O siete già investitori e volete capire meglio i rischi reali? In questo podcast, analizziamo con dati alla mano il mondo degli investimenti "privati" (cioè non quotati in Borsa) per capire se sono davvero la nuova frontiera o un costoso vicolo cieco per i piccoli risparmiatori.Vi mostreremo perché siamo scettici, anzi molto scettici e critici, sul futuro di questa asset class che sta diventando accessibile a tutti, anche con un solo euro.Cosa Scoprirai nel podcast:Il Segnale della Borsa: Perché l'andamento in Borsa delle grandi società di Private Equity (Brookfield, Blackstone, KKR) ha rotto la correlazione con l'azionario globale proprio nel 2025. Il mercato sta fiutando qualcosa?La Corsa alle Commissioni: Il vero motivo della "democratizzazione" dei Private Market: come l'aumento della trasparenza sui costi ha spinto il settore a cercare nuove fonti di commissioni con prodotti illiquidi.I Numeri da Capogiro: Quanto è grande il mercato non quotato (l'88% delle grandi aziende) e perché i rendimenti passati del Private Equity e Private Debt (dal +3.5% al +6% annuo) non sono garantiti per l'investitore retail di oggi.La Trappola dell'Illiquidità: Cosa significa che i tuoi soldi restano bloccati per 7, 10 o più anni? E perché i nuovi fondi ELTIF 2.0 non risolvono affatto il problema dei rimborsi in caso di panico sui mercati.Gli Allarmi (FMI e Banca d'Inghilterra): Le recenti avvertenze del Fondo Monetario Internazionale sul rischio sistemico del credito privato, le pratiche poco trasparenti come il Payment in Kind (PIK) e il legame critico con il sistema bancario tradizionale.I Crack Recenti: Dal colosso First Brands ai presunti schemi fraudolenti nel ramo Private Credit di BlackRock: cosa ci dicono questi episodi sulla reale trasparenza del settore.

Já teve a impressão de que as coisas andam todas muito sem graça? Você não está sozinho. E uma das possíveis razões disso está no que anda sendo feito por empresas de Private Equity. Assista com calma e fique até o final, não tem nada de anticapitalista no que você vai ver aqui não, muito pelo contrário! TÓPICOS DO EPISÓDIO: O que é Private Equity O que é Late Capitalism A confusão entre ter dinheiro e ter know-how de negócios específicos Confusões financeiras que se acumulam e preocupam - e são muito ineficientes O mundo está ficando mais padronizado (e chato, e sem graça) em função disso SOBRE OS CONTEÚDOS CITADOS: Investopedia: o que é Private Equity - https://www.investopedia.com/terms/p/privateequity.asp Merriam-Webster: o que é Late Capitalism - https://www.merriam-webster.com/dictionary/late%20capitalism#:~:text=noun,Annie%20Lowrey  Edição da RefleCenários: Financeirização: a perigosa porta para o caos - https://share.sender.net/campaigns/7qrB/financeiriza%C3%A7%C3%A3o-a-perigosa-porta-para-o-caos-  Canal How Money Works: a espetacular subida (e iminente implosão) do Private Equity - https://youtu.be/z_yyKN30Qyg?si=9lptX-Ysi6WMHm_v Canal GEN: como Private Equity vai falir a América - https://youtu.be/fLnqXZ4kpJw?si=nBpf-STdV4BvxdWJ  Canal Wendover Productions: Como Private Equity consumiu a América - https://youtu.be/XK8hpxR_r2Y?si=4sx0MXKOkhSpDDrC  Canal Micro: provavelmente seu canal favotiro no YouTube é de uma firma de Private Equity - https://youtu.be/hJ-rRXWhElI?si=ELy2h0bKa_ZKsK_3  Canal Meromorphic: Severance e a crítica ao Late Capitalism - https://youtu.be/HeAcAgWCX4E?si=f0Ip8vsOHZrgZUEp  Canal The Long Term Investor: visão de Buffet e Munger sobre Private Equity - https://youtu.be/r3_41Whvr1I?si=DNPeDl3S36qtN_68  Post no X da conta Wall Street Apes, que acabou servindo de inspiração para este episódio - https://x.com/WallStreetApes/status/1995145797579530731  Ouça/assista o episódio, reflita sobre e nos conte sobre o que você acha do ponto central dele. Você também acha que o mundo anda cada vez mais sem graça? E te parece fazer sentido que as razões apontadas nessa Reflexão tenham a ver com isso? Conte pra gente o que você acha de tudo isso e se já sentiu de perto o que isso significa!

Shell auf Allzeithoch – verkaufen oder halten? Alex von „Dividenden-Alarm“ spricht mit Tobias über seine größte Depotposition: 12 Jahre Shell-Investor, 8 Tranchen, 84 % Gewinn – und die Frage: Wie geht's weiter mit Dividenden, Aktienrückkäufen & Öl-Zukunft? Gleichzeitig im Fokus: Private Equity-Investments mit Scalable. Julius Weller erklärt exklusiv das neue Anlagevehikel – mit dabei: OpenAI (ja, das OpenAI!) und Unternehmen wie Carglass, Stepstone & Nord Anglia. Dazu ein Deep Dive in Gebühren, Chancen & Exit-Konditionen. Am Ende: Scalable Broker Update – was sich mit dem Depot-Umzug im Dezember ändert, warum Features wie Zinsen & Private Equity nur noch im neuen Broker verfügbar sind – und was Tobias schon exklusiv testen durfte… Kapitel & Themen im Überblick: • Shell: Dividenden-Riese oder überbewertete Ölschleuder? • 8 Käufe, 1 Depot-Gigant: Warum Alex (nicht nur) bei Covid massiv nachgelegt hat • Dividende, Rückkäufe & LNG-Wachstum – was Shell jetzt wirklich liefert • Einstieg Private Equity: Was steckt im Scalable LTIF drin? • OpenAI, Stepstone, Carglass – exklusive Private-Market-Investments erklärt • Gebühren, Sperrfristen, Exit-Möglichkeiten – was Anleger wissen müssen • Scalable Broker Umzug: Was sich für euch ändert – und was Tobias schon testen konnte

La lógica de los imperios es la expansión y eso es lo que hacen hasta que colapsan. Los Estados Unidos fueron el gran imperio del Siglo XX y Alfons, en su magnífico blog, opina que Europa es su protectorado desde 1945. Trump solo la hace visible. Charles de Gaulle, el último político que plantó cara a los americanos, decía que Europa termina en los Urales. ¿Por qué les dimos la espalda a Rusia cuando más necesitaban nuestra ayuda, en 1989? La decisión tiene todo el sentido en la lógica de los imperios.Kapital es posible gracias a sus colaboradores:Crescenta⁠⁠. Invierte como imaginas.⁠En Crescenta son especialistas en la inversión en capital privado. EQT, Cinven, Clearlake… coinvierte con los inversores institucionales más experimentados en fondos de las gestoras más reconocidas. Crescenta selecciona menos del 3% de los fondos de Private Equity que analiza, construyendo así un portfolio concentrado, diseñado para ofrecer diversificación con una única inversión. Desde 10.000 euros hasta millones, con una propuesta adaptada a todos los inversores. Private Equity Growth, Buyouts, secundarios, activos reales. Construye tu cartera con Crescenta.* Rentabilidades pasadas no implican rentabilidades futuras. Consulta riesgos y condiciones.⁠Thenomba⁠. La escuela que te hará encontrar tu propósito.Thenomba es la escuela que nunca tuviste. Un viaje de 12 etapas para entender quién eres, cómo pensar, qué da sentido y cómo transformar el mundo. Cada día, en solo 20 minutos, te acompañan algunos de los mejores pensadores y creadores del ámbito hispano: de Prada, Higinio Marín, Izanami, Miguel Anxo Bastos, Recuenco y muchos más. En un formato revolucionario con videoclases, eventos, lecturas y comunidad, Thenomba cultiva la dimensión más olvidada de nuestra época: la cultural y espiritual. Una propuesta para quienes quieren dejar de ejecutar y empezar a crear. Descubre donde la IA jamás podrá llegar en thenomba.com.Si quieres formar parte de la primera promoción, utiliza el código KAPITAL para llevarte un 10% de descuento. Empiezan las clases el próximo lunes 8 de diciembre.Patrocina Kapital. Toda la información en este link.Índice:0:32 La economía es la asignación de los recursos escasos.7:16 En defensa de la familia (oriental).16:21 Europa acaba en los Urales.23:53 La lógica expansionista de los imperios.35:01 El curioso ascenso de Putin.40:50 Explicar a Trump a través de sus padres.49:48 «Only Rosie O'Donnell».51:17 Visualizar el protectorado.58:37 Un Napoleón de estar por casa.1:04:55 ¿De qué sirve votar?Apuntes:El capitalismo y su séptimo de caballería. Alfons Durán-Pich.La derrota de occidente. Emmanuel Todd.Después del imperio. Emmanuel Todd.Principios de economía política y tributación. David Ricardo.Mercados financieros. Robert Shiller.Narrativas económicas. Robert Shiller.A new foreign policy. Jeffrey Sachs.Prisioneros de la geografía. Tim Marshall.The art of the deal. Donald Trump.

Nick welcomes media expert Omar Hamdi from Dubai to discuss the evolving landscape of media coverage, publicity, and public relations.  With a rich background in traditional media and a passion for technology, Omar shares insights on how businesses of all sizes can leverage media tech to enhance their visibility and authority. The conversation delves into the importance of strategic intent behind media engagement, the role of verification in building trust, and the complementary relationship between personal branding and media coverage KEY TAKEAWAYS Before engaging with media, it's crucial to define the purpose of the PR efforts. Understanding what you want to achieve and who you want to reach can significantly enhance the effectiveness of media coverage. The landscape of media has evolved with technology, allowing businesses of all sizes to access PR opportunities. Utilising media tech can streamline the process of matching stories with the right publishers, making PR more accessible. Leveraging media coverage can enhance a business's authority and credibility. When reputable publications endorse a brand, it adds a layer of trust that can influence potential customers' decisions. Consistency in media engagement and content creation is essential. Building a brand's presence takes time, and results may not be immediate. It's important to trust the process and remain committed to long-term strategies. BEST MOMENTS "If you use technology in the right way, you can make PR accessible to businesses of every size." "The point of the media is in the verification... That's why it's such a letdown when... an esteemed organisation like the BBC edits an interview." "You need to be doing multiple things. You need to be leveraging the sources that align with what your goals are." "The biggest mistake is doing it without any of those things, not knowing why you're engaging with the media." VALUABLE RESOURCES To get your copy of Nick's new book, go to ⁠http://bit.ly/4ngC2hO Exit Your Business For Millions - Download This Guide: ⁠go.highvalueexit.com/opt-in ⁠ Nick's LinkedIn: https://www.linkedin.com/in/realnickbradley Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies. He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits. This Podcast has been brought to you by Disruptive Media. ⁠https://disruptivemedia.co.uk/

Vincent Klingbeil fait partie de ces personnes ambitieuses et profondément humaines. Ancien avocat d'affaires, il se lance dans l'aventure entrepreneuriale et revend sa première société Ametix au groupe La Poste pour près de 30 millions d'euros. Le vendredi, il signe la cession, le lundi, il crée European Digital Group. Avec EDG, Vincent veut réunir les meilleurs spécialistes du Digital IT. Son objectif, acquérir et fédérer les entreprises du marché comme personne ne l'a encore fait. En 6 ans les statistiques sont époustouflantes : 2 600 collaborateurs, 320 millions d'euros de chiffre d'affaires et 50 millions d'EBITDA. Son modèle unique l'est tout autant avec 300 collaborateurs actionnaires du groupe et 50 entrepreneurs associés. Pour réussir, Vincent Klingbeil a su s'entourer des fonds les plus prestigieux afin de construire un écosystème capable de peser durablement sur la scène européenne. Il démarre avec Montefiore, l'un des fonds les plus performants d'Europe avec ses 20% de TRI par an puis plus récemment avec Latour Capital. Deux mastodontes qui ne misent pas uniquement sur les bilans, mais sur la force intérieure de ceux qui les construisent. Des investisseurs capables de reconnaître, en un regard, la rareté d'un entrepreneur qui exécute vite, juste et loin. Et c'est précisément ce regard-là qu'ils portent sur Vincent, car sa manière de penser l'entreprise dépasse le simple cadre du business. Pour lui, l'entrepreneuriat est une suite d'équations à résoudre. Comme une partie d'échecs, un juste équilibre entre instinct, analytique, émotions et vision stratégique. Son ambition est simple : faire grandir son groupe avec ceux qui l'entourent grâce à un épanouissement total. Dans cet épisode, il partage son histoire, la réalité du modèle LBO, la puissance de l'actionnariat salarié et l'ambition internationale d'EDG, aujourd'hui présent dans dix pays. Bonne écoute !===========================

Neste episódio do Canary Cast, Kristian Huber, General Partner do Canary, conversa com Mariano García, Founder e CEO da Axenya, empresa que está transformando como as empresas brasileiras gerenciam a saúde de seus colaboradores por meio de dados, tecnologia e um modelo de negócio alinhado aos interesses de todos os atores da cadeia. A Axenya nasceu de uma tese simples, mas poderosa: o mercado de saúde precisa ser atualizado, e não há melhor momento para iniciar essa mudança do que agora. Criado em 1935 para lidar principalmente com doenças agudas (curta duração e alta intensidade), o sistema de saúde sofre hoje com mais de 85% dos custos relacionados a doenças crônicas — um volume para o qual ele não foi desenhado e que acaba desequilibrando as contas de diversos elos da cadeia, recaindo principalmente sobre os pagadores. Enquanto a tecnologia médica avançou significativamente no tratamento de doenças agudas, a expectativa de vida aumentou, a ocorrência de doenças crônicas se estendeu ao longo da vida e o sistema não se adaptou para acompanhar necessidades como monitoramento contínuo, prevenção e intervenção no momento certo. O resultado? Hoje, aproximadamente 50% dos custos de saúde estão relacionados a ineficiências de monitoramento e falta de ação preventiva — não ao volume de atendimentos, medicamentos ou procedimentos médicos em si. A solução que Mariano desenvolveu com a Axenya, apoiado em seus muitos anos na indústria de saúde, foi construir uma plataforma de gestão que agrega dados de múltiplas fontes (wearables, registros médicos, comportamento), os processa em tempo real e identifica populações em risco para intervir antes que doenças se agravem. Hoje, com uma população de 100 mil vidas sob monitoramento, a Axenya realiza mais de 95 milhões de análises clínicas por mês — um volume que seria impossível de executar mesmo se todos os médicos do Brasil trabalhassem exclusivamente para a empresa. No episódio, Mariano compartilha sua trajetória de 25 anos no setor de saúde — passando por Pfizer, Warburg Pincus, Bausch, Empresas de Biotecnologia e Advent — e como essa experiência o levou a identificar a oportunidade de reinventar a forma como empresas compram e gerenciam planos de saúde. Ele explora os principais desafios do mercado, como o desalinhamento de incentivos entre corretoras, planos e pacientes, e como a Axenya está rompendo esse ciclo ao se remunerar apenas pelo valor que entrega — e não pela comissão sobre o que é gasto.Destaques do episódio: 00:00 – 02:20 Introdução do episódio e apresentação do convidado02:28 – 07:20 Trajetória de Mariano Garcia no setor de saúde: de Pfizer a empreendedor07:22 – 09:40 O início da tese da Axenya a partir da ascensão do volume de dados em saúde09:44 – 14:35 As dores do setor de saúde: quais são os principais vetores de custo e o desalinhamento de incentivos14:35 – 17:33 Por que empreender com saúde no Brasil especificamente17:33 – 19:11 O que Mariano aprendeu como investidor, executivo e empreendedor que leva para a Axenya19:23 – 21:30 Complexidade de dados e os pontos de inflexão que permitem a solução da Axenya existir21:37 – 24:50 Proposta de valor da Axenya: como entrega valor para cada elo da cadeia (empresa, plano, paciente)25:00 – 27:00 O paradoxo da Axenya: mais consultas e exames, mas 50% menos de custos28:00 – 31:25 Quem é o cliente Axenya hoje e como quebra a resistência do mercado tradicional31:27 – 32:13 Modelo de negócio: monetização por success-fee em vez de comissão32:14 – 34:54 Quebrando a dinâmica anual de troca de planos: modelos de alinhamento de incentivos34:55 – 38:12 Os impactos da Axenya: redução de sinistralidade, eficiência de custos e NPS de 95+38:13 – 41:40 A visão de futuro: de otimizador de planos para plataforma completa de gestão de saúde41:42 – 44:30 Maiores erros, acertos e aprendizados sobre times e cultura44:48 – 47:10 A importância de pensar diferente do mercado: first principles vs. playbook47:16 – 48:19 Conselho para o Mariano do passado48:30 – 50:50 Conteúdos recomendados51:00 – 51:49 Conclusão do episódioConteúdos recomendados no episódio:"Redefining Healthcare: Creating Value-Based Competition on Results" de Michael Porter Livro seminal que introduziu o conceito de value-based healthcare há mais de 20 anos."Software is eating the world, yet healthcare remains INEDIBLE: How to Build the Modern, Tech-Enabled, Healthcare Experience" de Mariano García ValiñoMariano destaca que Porter escreveu sobre saúde baseada em valor de forma teórica, mas hoje, com as ferramentas tecnológicas disponíveis (como as que a Axenya usa), é possível colocar essas ideias em prática. É quase uma homenagem a Michael Porter, mas com a tecnologia que ele não tinha à época. "The Innovator's Prescription: A Disruptive Solution for Health Care" de Clayton Christensen Do mesmo autor que criou o conceito de "disrupção" e escreveu "The Innovator's Dilemma", este livro explora como inovação pode resolver os problemas estruturais da saúde. Apesar de ter cerca de 15 anos, mantém sua relevância e é essencial para entender dinâmicas de inovação em saúde. "The Cold Start Problem: Using Network Effects to Build Great Products" de Andrew Chen Livro focado em como construir marketplaces e ativar network effects. Essencial para quem está construindo plataformas que dependem de múltiplos atores (empresas, planos, pacientes, provedores) e precisa entender a dinâmica de como fazer todos os lados funcionarem simultaneamente. Glossário de termos mencionados ao longo do episódio: Doenças Crônicas — Condições de saúde de longa duração (diabetes, hipertensão, obesidade, doenças cardiovasculares) que exigem monitoramento contínuo e não têm cura, apenas controle. Doenças Agudas — Condições de saúde de curta duração e alta intensidade (infecções, fraturas) para as quais o sistema de saúde foi originalmente desenhado em 1935-1940. Sinistralidade — Percentual do prêmio de seguro que é gasto efetivamente em saúde. Exemplo: 75% de sinistralidade significa que de cada 100 reais em prêmio, 75 são gastos com saúde. Wearables — Dispositivos (smartwatches, pulseiras) que coletam dados de saúde em tempo real, como frequência cardíaca, passos, sono, etc. Monitoramento Remoto — Acompanhamento contínuo da saúde de pacientes sem necessidade de presença física, usando tecnologia e dados. Lead Qualification / Qualificação de Leads — Identificar e priorizar pacientes em risco que precisam de intervenção preventiva. NPS (Net Promoter Score) — Métrica que mede a satisfação e lealdade do cliente, variando de -100 a +100. B2B (Business-to-Business) — Modelo de negócio entre empresas. No caso da Axenya, vende para empresa → plano de saúde → paciente. Corretora de Seguros — Intermediária tradicional que vende planos de saúde para empresas, geralmente cobrando comissão sobre o valor do plano. Success-Fee — Modelo de remuneração baseado em resultados: a empresa paga apenas pela economia ou valor entregue, não por comissão fixa. Inflação Médica — Crescimento dos custos de saúde que é 2,5x maior que a inflação geral da economia. Modelo de Negócio Alinhado — Quando os incentivos financeiros de todos os atores (empresa, plano, paciente, provedor) apontam para o mesmo objetivo: melhor saúde com menor custo. Fragmentação de Dados — Situação em que dados de saúde estão espalhados em múltiplos sistemas sem integração, dificultando análises e ações. Interoperabilidade — Capacidade de diferentes sistemas e fontes de dados se comunicarem e compartilharem informações. Algoritmos Preditivos — Modelos matemáticos que usam dados históricos para prever eventos futuros, como o risco de um paciente desenvolver diabetes. Processamento de Dados em Tempo Real — Análise e ação sobre dados conforme são gerados, não em lotes posteriores. Aderência (Medicamentosa) — Capacidade do paciente de seguir corretamente o tratamento prescrito (tomar medicamentos no horário, na dose correta). Estatinas — Classe de medicamentos usados para controlar colesterol, uma das prescrições mais comuns no mercado. Retinopatia — Complicação da diabetes que afeta a visão e pode levar à cegueira se não controlada. First Principles — Abordagem de resolução de problemas que volta aos fundamentos básicos em vez de seguir convenções ou playbooks estabelecidos. Playbook — Conjunto de estratégias e processos padronizados que o mercado segue tradicionalmente. IPO (Initial Public Offering) — Oferta pública inicial; quando uma empresa abre seu capital na bolsa de valores. Private Equity — Modelo de investimento onde fundos adquirem empresas privadas para operá-las e depois vendê-las com lucro. Venture Capital — Tipo de investimento focado em startups de alto potencial de crescimento.See omnystudio.com/listener for privacy information.

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Chris breaks down the mass departure of mid-level talent from major private equity firms as employees finally realize the big payouts they were promised may never materialize. With firms unable to offload overpriced portfolio companies, carried interest evaporating, and valuations stuck in fantasy land, the golden handcuffs have turned to rust. If you're trapped in an illiquid PE investment, Chris explains what's coming next — and how to get help before things get worse.

Il nuovo episodio della serie: “Game Changer”, con ospite Carlo Cottarelli.Economista, direttore de Programma per l'Educazione nelle Scienze Economiche e Sociali dell'Università Cattolica del Sacro Cuore e docente nella stessa Università. Laureato in Scienze Economiche e Bancarie all'Università di Siena e con un master in Economia alla London School of Economics, ha lavorato nel Servizio Studi della Banca d'Italia (1981-1987) e nell'Eni (1987-1988). È stato direttore degli Affari Fiscali del Fondo Monetario Internazionale, commissario straordinario per la revisione della spesa pubblica sotto il Governo Letta e Renzi, direttore esecutivo nel board del Fondo Monetario Internazionale e Senatore della Repubblica Italiana. Nel 2020 è stato insignito del titolo di Cavaliere di Gran Croce dell'Ordine al Merito della Repubblica Italiana. È autore di numerosi saggi sulle politiche e istituzioni fiscali e monetarie, tra gli ultimi: Senza giri di parole. La verità sulle sfide economiche e sociali del nostro futuro (Mondadori, 2025), Dentro il palazzo. Cosa accade davvero nelle stanze del potere (Mondadori, 2024), Chimere. Sogni e fallimenti dell'economia (Mondadori, 2023).A guidare la conversazione di oggi è Marco Mizzau — già CEO di organizzazioni complesse, oggi Strategic Advisor per fondi di Private Equity e investitori istituzionali, con una carriera dedicata alla creazione di piattaforme scalabili e con il fiuto per le imprese che cambiano davvero le regole del gioco. Marco ha visto cosa succede quando visione e capitale si incontrano… o si scontrano.E, come sempre, lo farà senza filtri chiedendo al Prof. Cottarrelli di guardare all'Italia come se fosse un'azienda e chiedendogli da dove comincerebbe la sua due diligence strategica, se consiglierebbe ad un fondo globale di investire nel sistema Italia…e molto altro ancora.Qui non si fanno PR.Qui si parla di scelte vere, di tensioni strategiche, di futuro industriale — con il coraggio di dire le cose come stanno.Questo episodio è una produzione Zero IN – Sharing Knowledge.Siamo sempre alla ricerca di nuove voci e storie da raccontare.Per maggiori informazioni, visitate zeroin.it o scrivete a segreteria@zeroin.it.Ora, la parola a Marco Mizzau per l'apertura dell'incontro.Buon ascolto.

When international private equity groups first entered Japan at the turn of the 21st century, newspapers criticised them as vulture funds and politicians steered clear of public contact. Today, it's a different story. Dozens of buyout groups have set up in the country and the establishment is courting them. The FT's Tokyo correspondent David Keohane and Tokyo bureau chief Leo Lewis explain why there's been a shift, and how private equity's presence may rejuvenate Japanese corporates. Clips from Toho. The FT does not use generative AI to voice its podcasts.- - - - - - - - - - - - - - - - - - - - - - - - - - For further reading:Is Japan private equity's next frontier?Buyout firms play the long game beyond TokyoInvestors sense this time is different for JapanKKR-owned auto parts supplier Marelli files for US bankruptcy protection - - - - - - - - - - - - - - - - - - - - - - - - - - Follow David Keohane (@DavidKeo) and Leo Lewis (@Urbandirt) on X. Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more. - - - - - - - - - - - - - - - - - - - - - - - - - - To sign up for free to the new FT Alphaville newsletter on substack, go to ftav.substack.comRead a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

This holiday week, All Else Equal is looking back at its episode on the growth of private equity with Ludovic Phalippou. Private markets have taken off in the last couple decades, with more investors opting to invest in private equity and debt instead of public markets. But what caused that shift? And are the private markets really a better bet right now, or is there more to the story?  Hosts and finance professors Jonathan Berk and Jules van Binsbergen sit down with private markets expert Ludovic Phalippou, a professor of financial economics at the Saïd Business School at the University of Oxford and author of Private Equity Laid Bare. In the conversation, they explore what private markets can provide asset owners that public markets can not, the potential tradeoffs of investing in private equity, how performance in private and public markets is measured, and if the return on investment is really worth the high fees that come along with private equity firms.   Submit your questions to the show here: https://bit.ly/AllElseEqualFind All Else Equal on the web: https://www.gsb.stanford.edu/business-podcasts/all-else-equal-making-better-decisionsAll Else Equal: Making Better Decisions Podcast is a production of Stanford Graduate School of Business and is produced by University FM. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Czabe enjoys a "Power Lunch" at the Palm in Tysons Corner, VA with ANDY POLLIN and Georgetown University sports marketing professor MARTY CONWAY to discuss NIL, PE, the NCAA and the NBA. The dollars are flying, and the landscape is changing, and you can wish for things to be like they once were all you want, but it ain't happening.Our Sponsors:* Check out CBDfx and use my code CZABE for a great deal: https://cbdfx.com* Check out FRE and use my code LISTEN20 for a great deal: https://frepouch.com* Check out Hims: https://hims.com/CZABE* Check out Infinite Epigenetics: https://infiniteepigenetics.com/CZABE* Check out Uncommon Goods: https://uncommongoods.com/czabeAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

As aesthetics becomes a prime target for outside investment, the rules of the game are changing, and legal missteps can carry massive consequences. In this episode of The Technology of Beauty, Dr. Grant Stevens sits down with legal veterans Michael Byrd and Brad Adatto of ByrdAdatto to unpack the legal landscape facing modern aesthetic practices. This marks their latest return to the show, and for good reason: Byrd and Adatto are the go-to legal advisors for many of the country's leading aesthetic entrepreneurs. They share their front-line perspective on the flood of private equity into the space, the risks and opportunities it brings, and the vital importance of structured legal guidance during an M&A process. Listeners will learn how to recognize red flags in investor offers, why compliance isn't optional, and how a tailored legal strategy can be the difference between regret and reward. The duo also shares how they've helped practices navigate deals that protect their autonomy, financial outcomes, and long-term vision. In a time of rapid change, this episode offers the legal clarity every aesthetic provider needs!» Apple Podcasts | https://podcasts.apple.com/us/podcast/technology-of-beauty/id1510898426» Spotify | https://open.spotify.com/show/0hEIiwccpZUUHuMhlyCOAm» Recent episodes | https://www.influxmarketing.com/technology-of-beauty/» Instagram | thetechnologyofbeauty https://www.instagram.com/thetechnologyofbeauty/» LinkedIn | https://www.linkedin.com/company/the-technology-of-beauty/The Technology of Beauty is produced by Influx Marketing, The Digital Agency for Aesthetic Practices. https://www.influxmarketing.com/Want more aesthetic insights? Subscribe to Next Level Practices, the show where we discuss the ever-changing world of digital marketing and patient acquisition and bring you the latest ideas, strategies, and tactics to help you take your practice to the next level.Subscribe here: https://www.influxmarketing.com/next-level-practices/» Apple Podcasts | https://podcasts.apple.com/us/podcast/technology-of-beauty/id1510898426» Spotify | https://open.spotify.com/show/0hEIiwccpZUUHuMhlyCOAm» Recent episodes | https://www.influxmarketing.com/technology-of-beauty/» Instagram | https://www.instagram.com/thetechnologyofbeauty/» LinkedIn | https://www.linkedin.com/company/the-technology-of-beauty/The Technology of Beauty is produced by Influx Marketing, The Digital Agency for Aesthetic Practices. https://www.influxmarketing.com/Want more aesthetic insights? Subscribe to Next Level Practices, the show where we discuss the ever-changing world of digital marketing and patient acquisition and bring you the latest ideas, strategies, and tactics to help you take your practice to the next level. https://www.influxmarketing.com/next-level-practices/

Meranee Phing Naaman, a trailblazer with over 25 years in private equity and two decades as a senior investment partner at Riverside Company, shares hard-won lessons from building and scaling businesses in consumer markets. She explains why IQ alone isn't enough in PE—you need EQ to sell your vision and LQ (learning quotient) to keep pattern recognition sharp. From buying the same home services business twice to pioneering franchising as a PE strategy, Meranee breaks down what separates good investors from great ones.For more information on the podcast, visit bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.Visit us on LinkedIn at https://www.linkedin.com/company/best-but-never-final-podcast/Visit us on Instagram at https://www.instagram.com/bestbutneverfinal/For information on HCI Equity Partners, go to https://www.hciequity.comFor information on ICV Partners, go to https://www.icvpartners.comFor information on BluWave, go to https://www.bluwave.net

In this episode of the Finish Big Podcast, host Mark Dorman sits down with food industry executive and entrepreneur Pat Viancourt, owner and CEO of Herman Pickle Company in Garrettsville, Ohio. With decades of leadership experience across Seagram, Nestlé Waters, Hospitality Mints, Paragon Foods, and multiple private-equity-backed businesses, Pat shares how he went from corporate CPG and private equity to owning a family-built pickle company with both beloved legacy brands and major national partnerships. For listeners thinking about buying a business, exiting corporate life, or scaling a niche manufacturing company, this conversation is packed with real-world lessons on leadership, humility, and growth. Mark and Pat discuss: From Corporate to Ownership – How Pat moved from big consumer product companies and private equity into owning his own business. The Entrepreneurial Leap – Why he walked away from a secure executive role to search for a company to buy during COVID. Finding Herman Pickle Co. – The serendipitous story of revisiting a company he first saw 10 years earlier and turning it into his own. Checking Your Ego at the Door – What it really means to wear every hat in a small/mid-sized business, from "presidential to janitorial". Brand & Product Strength – The story behind Don Herman's half-sour and full-sour pickles and why customers say, "That's what a pickle should taste like." Nathan's & Private Label – How Herman Pickle Co. became the exclusive licensed manufacturer for Nathan's Famous pickles and a major player in private-label refrigerated pickles. Growth & Automation – Balancing labour challenges, automation, and operational efficiency while expanding distribution across the U.S. Vision for the Future – How Pat plans to make Herman Pickle Co. "bigger, faster, stronger" without losing its quality, culture, or roots. Connect with Mark Dorman: Succession Plus US LinkedIn: Mark Dorman LinkedIn: Succession Plus Facebook: Succession Plus (330)-416-9271 mdorman@succession.plus About the Guest: Pat Viancourt is an experienced CEO, food industry executive, and business owner. Over his career, he has led and grown companies in food manufacturing, foodservice distribution, secondary packaging, and custom printing, working with respected private equity groups such as Linsalata Capital Partners, Odyssey Investment Partners, and others. In 2021, Pat purchased Herman Pickle Company in Garrettsville, Ohio, a family-founded business known for its Don Herman fermented pickles and its role as the exclusive licensed manufacturer of Nathan's Famous refrigerated pickles. Under his leadership, the company has expanded its branded, licensed, private-label, and foodservice business while investing in automation and operational efficiency. Pat brings together corporate discipline, entrepreneurial courage, and a deep respect for legacy brands—showing how a well-run niche manufacturer can grow, innovate, and still stay true to its roots.  

In this episode, Alex Rawlings speaks with Jamyn Edis, digital transformation expert, former VC-backed CEO, and NYU professor. Jamyn shares actionable insights on using AI, data, and automation to drive performance across private equity firms and their portfolio companies.From dynamic pricing models and A/B testing to agentic AI and accelerating product cycles, Jamyn explains how to cut through the hype, identify real opportunities, and turn AI into measurable value.⏱️ Episode Highlights00:00 – Meet Jamyn Edis 30+ years in consulting (Accenture), corporate (HBO, Take-Two), startups, and teaching at NYU. Focused on the intersection of tech, data, and private equity.02:23 – Common Mistake in PE Most firms treat data as plumbing, not strategy. Shift from backward-looking reporting to predictive and prescriptive analytics.03:48 – AI That Delivers ROI AI must be embedded into daily operations, not stuck in R&D. Productize, operationalize, and commercialize—or risk irrelevance.05:15 – How AI Builds on Data AI is powered by historical data but creates forward-looking insights. Use it to improve pricing, marketing, and operations.06:42 – Case Study: Take-Two Interactive Jamyn led data science initiatives to optimize pricing and marketing—replacing gut decisions with data-driven experimentation.08:08 – AI as PE's Next Value Driver AI is the new operating system for PE. After leverage and digital transformation, the next edge is intelligence at scale.09:31 – Advice to PE Firms Skeptical? “Get out before the business gets out of you.” Overwhelmed? Start small, build prototypes, and focus on real use cases.11:04 – Agentic AI in Action Jamyn shares examples of cutting development cycles, boosting campaign ROI, and improving customer service with AI agents.13:26 – From Problem to Prototype Diagnose real pain points, create business and technical requirements, and build targeted AI tools that solve specific problems.14:50 – AI Won't Replace Humans, But... Those who use AI will outperform those who don't. Jamyn explains Jevons Paradox and why productivity leads to new jobs.18:46 – How Jamyn Diagnoses Opportunities Structured discovery process, stakeholder interviews, and clear roadmaps to identify where AI and tech can drive value.22:10 – Every PE Firm Needs an AI Stack Soon, AI tools will be as essential as data teams or web developers. Invest now in people, platforms, and processes.23:06 – The Future is AI + Human Judgment Firms that embed AI deeply—and pair it with operator judgment—will unlock the next generation of alpha.24:21 – Jamyn's Book: The Fifth Horseman An exploration of how AI mirrors humanity and transforms the way we live and lead. AI is trained by us—and reflects us.29:07 – What Jamyn Reads & Recommends Books: The Hard Thing About Hard Things, Understanding Media Podcasts: Pivot, Ezra Klein TV: Succession – “Still the best corporate training program ever made.”

The Michigan Insider's Sam Webb sits down for a 1-on-1 conversation with Michigan AD Warde Manuel about Michigan's dissent on the Big 10's pursuit of a $2.4 billion deal with UC Investments, which manages the pension fund for the University of California (UC) system. He explained, emphasizing Michigan's unique position, his advocacy for advantageous terms, and the need for fair governance as part of the plan. Manuel assured fans that Michigan's interests are paramount and reiterated the university's commitment to long-term success and integrity. Manuel also addressed Michigan's decision to drop its appeal of the NCAA's sign-stealing penalty, criticizing the process and the $30 million penalty. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

In this week's episode of Steady Droppin Dimes, Sam Webb, Tyrone Wheatley, and Daniel Horton examine Michigan's opposition to the Big 10's proposed private equity deal. The group looking to partner with the conference has decided to press pause on the process based on Michigan's dissent, but should the deal be dead and buried. Plus a look at Bryce Underwood's progression and more. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

In this episode of the Drop in CEO podcast, host Deb Coviello welcomes Joe Bockerstette, Managing Partner at Business Enterprise Mapping. Joe shares his journey from engineering to consulting, angel investing, and leading transformative workflow improvements for organizations. Together, they discuss the realities of process management, the challenges of change leadership, and practical advice for business leaders seeking sustainable growth and peace of mind. Episode Highlights: [1:00] Joe Barker’s career journey: from engineering to consulting and angel investing [9:00] The realities and risks of angel investing for entrepreneurs and investors [17:00] Mapping business processes: identifying “red clouds” and driving organizational change [24:30] Real-world example: Transforming a marketing firm’s operations and achieving peace of mind Joe Bockerstette is the Managing Partner of Business Enterprise Mapping in Phoenix AZ., a professional services firm delivering transformative workflow improvement. He has more than 30 years’ experience as a CEO, business consultant, and private equity/angel investor. Joe was previously a Consulting Partner with PwC, co-founded a private equity firm, Equity Management Group and was the first Managing Partner of the Main Street Venture Fund, an angel pledge fund in Indiana. Joe holds a BS degree in Engineering from the University of Cincinnati, and an MBA from Xavier University. He has served as a director on a variety of public, private, and non-profit boards and has co-authored three books, Attracting an Angel, How to Get Money from Business Angels and Why Most Entrepreneurs Don't, Time Based Manufacturing and Red Cloud Road, How Strategic Process Management Drives Competitive Advantage. Company Website: www.businessmapping.com LinkedIn: https://www.linkedin.com/in/joe-bockerstette-86875a17 For more information about my services or if you just want to connect and have a chat, reach out at: https://dropinceo.com/contact/See omnystudio.com/listener for privacy information.

Send us a text"RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co/frc2-apply"Are you looking to achieve financial freedom by moving beyond the high-risk startup game? This episode of Making Billions is your battle-tested blueprint for entering the world of private equity and small business acquisition. Host Ryan Miller,  breaks down the simple but brutally effective PE process: Buy, Fix, and Sell.Discover the massive, often-overlooked $10 trillion wealth transfer opportunity as baby boomer owners of profitable small companies look to retire. We dive deep into why buying an existing business is the new building, understanding valuation, learning the non-negotiable rules of due diligence, mastering the deal structure that gets you funded and finally avoiding the five mindset mistakes of first-time acquirers.This is the playbook for building an empire, one smart acquisition at a time.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/X: https://x.com/_MakingBillionsWebsite: https://making-billions.com/[THE HOST]: Ryan Miller is a recovering CFO turned angel investor in technology and Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

#239: Brent Beshore is the founder and CEO of Permanent Equity, a private-equity firm he launched in 2007 that takes a mission-driven, long-term approach: investing in family-owned and founder-led companies and rarely exiting them.Raised in Joplin, Missouri, Brent studied politics (with a focus on poverty) at Washington & Lee University. Before starting Permanent Equity, he was an entrepreneur and operator across service and marketing ventures. He's well-known for his patient, “slow-growth” philosophy — raising ultra-long (30-year) funds, avoiding heavy leverage, and emphasizing value-creation over quick returns. He also authored The Messy Marketplace: Selling Your Business in a World of Imperfect Buyers, reflecting his belief in thoughtful transitions and is also the founder of Main Street Summit which gathers business owners, operators, investors, and teams in Columbia Missouri. For more on Brent you can find him on social as well as www.permanentequity.com Enjoy the show!

Grow by selling to big companies New Livestream guest- Andrew Hulbert I'm happy to have Andrew join me on a live broadcast. Andrew grew a startup facilities management company into a £50M sales company and then sold it to Private Equity for Kaboodles of coin. Tune in and as we'll be discussing how he chose his market and how he was able to grow selling to large companies. TIP- it had to do with the terms of sale and his cash conversion cycle. This is a ‘must see event' for anyone who is thinking of growing a business and hasn't realized that growth costs money. Find Andrew online at https://www.linkedin.com/in/andrewhulbert/ Sign up for my email list at https://www.DavidCBarnettList.com **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com

How do you turn a 150-year-old industrial giant into an agile, AI-first organization?=======Please support our sponsor Emeritus:Explore executive education programs from Emeritus, in collaboration with top universities: https://cxotalk.partner.emeritus.org/=======For Hexion CEO Michael Lefenfeld, the answer isn't just about technology, but about culture, safety, and rethinking value. In episode 901 of CXOTalk, Lefenfeld details his strategy for integrating AI across every level of a billion-dollar manufacturing enterprise, from the R&D lab to the factory floor.Michael Krigsman and Michael Lefenfeld discuss the practical realities of moving beyond "pilot purgatory." They dive into how to manage workforce anxiety (the "carrot vs. stick" approach), leverage Private Equity for long-term innovation, and maintain strict safety guardrails while moving fast.If you are a leader navigating the complexities of digital transformation, this interview offers a concrete roadmap for driving growth without sacrificing your company's heritage.

(0:00) Intro(1:30) About the podcast sponsor: The American College of Governance Counsel(2:16) Start of interview(3:01) Erik's origin story(6:10) His role at the Tippie College of Business at the University of Iowa.(7:49) Exploring his book Catching Cheats(9:39) About the field of forensic economics(11:00) The Challenge of Private Market Data and Fraud *Reference to our Startup Litigation Digest(16:24) Board Responsibilities in Fraud Detection(19:03) Challenges for private company boards(21:22) Insights and red flags from the Madoff Case(26:30) Insider Trading and Its Challenges(31:29) The Role of Whistleblowers in Fraud. Reference to E142 with Tyler Shultz and E130 with Mary Inman (whistleblower attorney)(35:44) Cultural Perspectives on White-Collar Crime(39:59) The Intersection of Vision and Fraud(41:27) Fraud problems in academia(44:00) The Impact of AI on Fraud Dynamics *suggested read: The Trillion Dollar Governance Reckonings(49:46) The role of directors in the stock backdating scandals "they were happy beneficiaries"(51:03) Books that have greatly influenced his life:Animal Farm by George Orwell (1945)Into Thin Air by Jon Krakauer (1997)(53:45) His mentors *discussion about the Norges Bank Investment Mgmt Fund ($2T AUM) and its ethical issues.(56:23) Quotes that she thinks of often or lives her life by.(57:10) An unusual habit or an absurd thing that she loves. (58:08) The living person he most admires: Bill Gates.Erik Lie is the Amelia Tippie Chair in Finance and Professor at the Tippie College of Business at the University of Iowa. His new book, Catching Cheats: Everyday Forensics to Unmask Business Fraud, offers a compelling look at how forensic economics and data-driven analysis can help identify wrongdoing that remains hidden in plain sight.  You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

What is driving the convergence of asset classes, and how are traditional risk-return profiles being redefined as these sectors overlap? What does this evolution mean for traditional infrastructure investment models? These are a few of the questions Geraldine Barlow, managing director and head of infrastructure at Affinius Capital, tackles in conversation with Kali Arevalo, editor of Institutional Investing in Infrastructure. (11/2025)

What if the real competitive edge in your company isn't another strategy shift—but your human sustainability as a leader? You're expected to perform like a high-level athlete: stay sharp, set direction, handle pressure, and keep your team moving—often while AI disruption speeds everything up. But here's the catch: if your internal system is running at red line, your decision-making, culture, and results eventually pay the price. In this episode, Jim Schleckser talks with Pearce Cucchissi, a former Army Ranger turned executive performance coach, about how leaders build the stamina, clarity, and resilience to thrive long-term—without burning out or becoming the bottleneck themselves. By listening, you'll gain: A fresh way to think about leadership as human sustainability—how to keep your mind and body durable enough for the pace you're running. Tools to identify "people bottlenecks" on your team, including what's really behind wrong-person/wrong-seat issues. A practical, data-informed approach (like psychometric assessments) to reduce stress deltas, improve fit, and increase longevity for you and your leaders—especially during growth or acquisitions. Press play to learn Pearce's battle-tested methods for building human sustainability into your leadership—so you can win the long game with more energy, focus, and staying power. Check out: 04:30 – "Business athlete" framing Jim and Pearce connect elite athletic performance to executive leadership—stamina, mental state, keeping score, and bringing the team along. 12:40 – Operator syndrome → CEO burnout bridge Pearce explains "operator syndrome" (stuck in fight-or-flight) and why the same pattern shows up in CEOs, athletes, and PE-backed exec teams. 24:10 – Psychometric delta + right person/right seat The Culture Index / psychometric "delta" idea: how to spot misalignment, stress, disengagement, and predict longevity—plus what to do with hotspots on a leadership team. About Pearce Cucchissi Pearce is a former military special operator who brings battlefield-tested strategic thinking and elite team dynamics to the boardroom. As the founder of Built to Evolve, he helps executives and teams unlock peak performance through a cutting-edge blend of neuroscience, psychology, and physiology. His mission is to create business athletes, leaders with the stamina, clarity, and resilience to thrive under pressure and deliver maximum positive impact. Pearce has worked with top-tier organizations including Citibank, The Las Vegas Raiders, and Charter Communications. Today, he advises executives within Private Equity-backed portfolio companies, where the stakes are high and the mental toll is real. His coaching style is direct, data-driven, and deeply human, balancing performance optimization with personal well-being to ensure leaders are built to evolve, not burn out.

Mamdani vs. Trump turns into a love fest // Marjorie Taylor Greene quits // Private Equity’s New Venture: Youth Sports // SCENARIOS!

Alex discovers how funds from Domino's Pizza headquarters's rent is funding a fascist catholic university, hate group and entire town. After finding a picture of Charlie Kirk and Jesus spooning Mr. P had too know more. The story begins with the Pizza Billionaire Tom Monaghan and how after business dealings with Mitt Romney he slips deep into the hole of crazy fascist religious billionaire. But don't worry, Rosa Parks is in this too.  Subscribe for Mrs. Pearlmania Ghost Hunts - https://www.youtube.com/@Mrs.Pearlmania Protect your personal data with a subscription to DELETEME today and save 20% here: https://joindeleteme.com/PEARLMANIA20 Head to https://www.drinkag1.com/TABS to get a FREE Welcome Kit with an AG1 Flavor Sampler and a bottle of Vitamin D3 plus K2, when you first subscribe! GET THE MISCELLANEOUS IMMORALITY SHIRT HERE:

We tackle the classic investing dilemma of putting your money in slowly versus investing it all at once, and explain when each strategy can make the most sense for real-life investors.Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Chipotle Mexican Grill, Inc. (CMG), “Dollar-Cost Averaging vs. Lump Sum: What's the Smarter Move?”, Themes ETF Trust - Leverage Shares 2X Long SPOT Daily ETF (SPOG), Crypto, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Retirement, Unusual Machines, Inc. (UMAC), Adient plc (ADNT), Palantir Technologies Inc. (PLTR), Private Equity.Our Sponsors:* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordVPN: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

A Trump executive order is giving retail investors more access to private markets. Is that a golden opportunity — or fool's gold? SOURCES:Elisabeth de Fontenay, professor of law at Duke University.Steven Kaplan, professor of entrepreneurship and finance at the University of Chicago. RESOURCES:"Democratizing Access to Alternative Assets for 401(k) Investors," (The White House, 2025)."The (Heterogeneous) Economic Effects of Private Equity Buyouts," by Steven J. Davis, John Haltiwanger, Kyle Handley, Ben Lipsius, Josh Lerner, and Javier Miranda (Management Science, 2025)."Risk-Adjusted Returns of Private Equity Funds: A New Approach," by Arthur G. Korteweg and Stefan Nagel (The Review of Financial Studies, 2025)."The Effects of Management Buyouts on Operating Performance and Value," by Steven Kaplan (Journal of Financial Economics, 1989). EXTRAS:"The Biden Policy That Trump Hasn't Touched," by Freakonomics Radio (2025)."Should Companies Be Owned by Their Workers?" by Freakonomics Radio (2024)."Do You Know Who Owns Your Vet?" by Freakonomics Radio (2023)."Are Private Equity Firms Plundering the U.S. Economy?" by Freakonomics Radio (2023). Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andrew Roberts spent two decades turning a bootstrapped family company from Brisbane into one of the most widely used text editors on the web, then faced the hardest call of his career: keep a comfortable, profitable business or push for a bigger exit with venture capital and private equity in the mix. 

Week 13 has arrived and the biggest game of the weekend has huge CFP implications on the line. #15 USC travels to Eugene to take on #7 Oregon. The former Pac-12 schools meet up in this Big Ten clash. USC can vault itself squarely into the playoff picture with a win. On the flip side, an Oregon win would bolster their highly-criticized resume and potentially secure them a spot in the CFP. Andy Staples, Ross Dellenger and Steven Godfrey discuss the importance of this game and how they think the teams will handle the moment. Can Oregon still make the playoff if they take a loss? Plus, the guys take a look at the CFP committee. Baylor AD Mack Rhoades stepped down from the committee and Arkansas AD Hunter Yurachek, who is in the middle of searching for a new head football coach, stepped in. Is there too much on athletic directors' plates to be a part of the committee? Ross thinks that may be the case and has some suggestions of how the CFP committee should change going forward.Then, we take a look at some news off of the field in Ross' Congressional Minute. He fills us in on new info about the SCORE Act and what is going on in the Big Ten. Then the guys dive into the Big Ten news. The drama-filled private equity deal has officially hit a pause and is looking like it may now never come to fruition. After months of discussion that seemed to be moving towards a vote, the push behind getting this deal done looks to be weakening. The guys discuss all of the latest info and talk about where the deal goes from here.Later, the guys finish previewing the weekend ahead as they make their picks for I've Got A Feeling. Iowa, Maryland and Delaware are this week's picks. Get ready for Week 13 with College Football Enquirer.(0:56) - #7 Oregon hosts #15 USC with huge CFP implications(10:38) - How the CFP committee should change(22:30) - Ross' Congressional Minute(23:30) - Big Ten's private equity deal loses steam(41:53) - I've Got A Feeling Subscribe to the College Football Enquirer on your favorite podcast app:

In this episode, Scott Becker breaks down reasons physicians sell their practices to private equity; the need to cash out, hopes for stronger management, and situations where financial trouble forces a sale.

On this episode, Alex Bozich is joined by Zach Osterman of The Indianapolis Star to discuss early takeaways from the 2025-26 IU basketball season and the Big Ten's flirtation with private equity.Support Inside the Hall and Podcast on the Brink with a donation: https://www.insidethehall.com/recommends/donate-to-inside-the-hall/Subscribe to Peacock to watch Indiana men's and women's basketball: https://www.insidethehall.com/recommends/peacock (affiliate link)Subscribe to B1G+ to watch Indiana men's and women's basketball: https://www.insidethehall.com/recommends/big-ten-plus/ (affiliate link)Buy IU basketball tickets at Vivid Seats: https://www.insidethehall.com/recommends/vivid-seats (affiliate link)

The guys hear from the people for the last time on today's show.

Mike and Rico discuss the rumored Big Ten private equity deal.

The guys began today's show with their thoughts on the proposed Big Ten private equity deal and how Michigan & Michigan State may or may not be involved. Then, they got around to an In Football Today to wrap up the hour.

The guys take your calls and read your ticket texts on the Big Ten private equity deal.