Podcasts about Private equity

The ultra-wealthy get access to private equity, private credit, and pre-IPO deals the rest of us don't. Now, suddenly, those same deals are being marketed to you. Coincidence? Maybe. Cause for suspicion? Absolutely. Joe, OG, and Doug settle in at the basement desk (yes, Joe's mom's basement — the most prestigious financial address in podcasting) to dig into a Wall Street Journal headline asking whether everyday investors should be chasing the same private deals as the 1%. OG breaks down why "exclusive access" and "higher returns" can also mean binary outcomes, illiquidity traps, and a failure rate that the ultra-wealthy can absorb — and you probably can't. Oh, and there's a Ty Lopez–led retail investment that allegedly became a Ponzi scheme. So that's fun. What's in today's episode: Why private equity and private credit are suddenly being pitched to regular investors — and what that timing might tell you The real difference between risk-free returns, stock market investing, and private bets (they are not the same thing, no matter what the brochure says) How "exclusive opportunity" can be a polite way of saying "binary outcome with limited exits" A real-world look at regulation risk using Airbnb as the example What liquidity actually means — and what happens when you need your money back and the market says "no" The Ty Lopez distressed retail saga and how it allegedly went full Ponzi Why private credit often means lending to borrowers who couldn't get money elsewhere The uncomfortable truth about who gets targeted by aggressive investment marketing (hint: it's people who feel behind) OG also walks through an SEC-inspired framework for evaluating any investment before you hand over a dollar: Build a financial roadmap before chasing complex deals Know your actual risk tolerance (not the aspirational version) Diversify — for real, not just in theory Handle your emergency fund and high-interest debt first Grab every employer match on the table Rebalance regularly How to spot the early signs of fraud before it costs you Also in the basement: Doug drops Mustang trivia (the 1964 Ford kind, not the horse kind). The TikTok Minute rides off into the sunset, replaced by a shiny new back-to-basics segment. There are community meetup updates — including Benjamins After Dark in Boston. And somehow, against all odds, Kool-Aid nostalgia becomes a conversation. Because sometimes the most dangerous investment isn't the one that looks risky. It's the one that sounds like something only smart, wealthy, connected people get access to. Pull up a chair. The basement is open. FULL SHOW NOTES: https://stackingbenjamins.com/how-to-avoid-the-wrong-investments-1813 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

This week on the Market Maker Podcast we break down the biggest M&A deals, private equity moves and activist investor plays shaping global markets.From a $6.2 billion African telecom infrastructure deal to a $33 billion private equity bet on the energy powering AI data centres, Anthony Cheung and Piers Curran break down the biggest deal stories shaping markets this week.They also dive into Elliott Management's role in a $40 billion Toyota Industries takeover, a $1 billion activist play at Pinterest, and the dramatic conclusion to the Warner Brothers bidding war as Paramount outmanoeuvres Netflix.Essential listening for anyone curious about the strategy behind mega M&A, activist investing, and how infrastructure, AI, and media are colliding in today's global dealmaking landscape.(00:00) Intro(02:24) MTN & IHS Towers Deal(11:04) Elliott and Toyota Industries(18:51) Private Equity's $33bn Energy Bet(27:35) Investment Banking Scorecard YTD(31:02) Elliott's $1bn Pinterest Play(36:24) Paramount vs Netflix Bidding War

In today's Banking With Life Q&A, James answers questions such as, “Do life insurance companies have exposure to private equity firms?”, “What would happen to life insurance companies if the U.S. Treasury revalued gold reserves?”, and “Can financial calculators actually prove that dividends are higher on the base policy than on PUAs?” As always, we hope you enjoy and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-live/ (Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking... ➫ www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Follow us on Facebook: ➳ www.facebook.com/jamescneathery/━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: "How Anthropic's standoff with the Pentagon is putting impact investors' AI thesis to the test in real time," by David Bank. “⁠Sharing wealth with workers creates value for private equity buyout firms. So why not share more?⁠” by Roodgally Senatus. (10:15). “⁠Six barriers keeping foundations from impact investing – and how to overcome them⁠,” by Woodcock Foundation's Stacey Faella (17:55).

Episode 127 Rural Health on the Front Lines: Dr. Manny Sethi on Access, Private Equity, and Prevention In Episode 127 of DC EKG, Joe Grogan sits down with Dr. Manny Sethi of Vanderbilt and Healthy Tennessee to talk about what rural health looks like up close and what policy changes could actually improve access. Dr. Sethi shares his story growing up in small town Tennessee as the son of immigrant physicians, then training as an orthopedic traumatologist and treating high-energy injuries that often collide with chronic disease and limited access to care. The conversation centers on why rural communities struggle to find primary care and specialists, how administrative burden and electronic medical record requirements can crush independent practices, and why private equity and large systems buying clinics can reduce real access for patients. Dr. Sethi also explains how Healthy Tennessee built a volunteer, community-based model of prevention through health fairs that screen hundreds to thousands of people, partner with food banks, and connect high-risk patients to follow-up care. If you care about rural healthcare, access to care, private equity in medicine, physician shortages, preventative care, EHR burden, Medicaid, Medicare, and community health, this episode is a practical look at what is broken and what can be done. In This Conversation Joe and Dr. Sethi cover: Dr. Sethi's background and why he returned to Tennessee to practice trauma care Why Healthy Tennessee was created and how prevention can reduce downstream costs and complications How volunteer health fairs work, who shows up, and why many attendees now have insurance but still cannot get appointments The role of insurers, employers, food banks, and community partners in scaling prevention and screening How private equity consolidation can narrow access and accelerate monopolies in rural markets Policy ideas that could move clinicians to rural communities, including better reimbursement and stronger incentives Timestamps (Audio platforms) 0:52 Intro 1:14 Meet Dr. Manny Sethi (Vanderbilt, Healthy Tennessee) 4:38 Why he launched Healthy Tennessee 6:59 Volunteers, screenings, and what the health fairs deliver 12:09 Who shows up and why access is still hard even with insurance 21:51 The biggest rural health problems and the access crunch 24:18 Private equity buying practices and what changes for patients 28:24 What policy fixes could actually move doctors to rural areas 31:41 Follow-up care for uninsured and high-risk patients 34:09 Trauma care realities and why we pay for sickness, not wellness 40:27 Faith, meaning, and why he keeps doing the work Key Takeaways Rural access problems are not only about coverage; they are about workforce, consolidation, and appointment availability. Administrative and EHR burdens can push small practices toward sale, accelerating consolidation. Prevention works when it is local, trusted, and paired with real follow-up pathways. Incentives matter; better rural payments and stronger recruitment tools can move clinicians where they are needed. About Our GuestDr. Manny Sethi is an orthopedic traumatologist at Vanderbilt and co-founder of Healthy Tennessee, a nonprofit he launched with his wife in 2011 to bring prevention and screening to underserved communities through volunteer-driven health fairs and partnerships across the state. --- Show Sponsor: Survivors for Solutions – https://survivorsforsolutions.org Executive Producer: John “CZ” Czwartacki, DC EKG Podcast Producer: Julie Riga, Stay on Course Studios – https://www.stayoncourse.studio

Frank and Rob dive into: • Rob's path from UBS and Morgan Stanley to launching NewEdge Wealth. • How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform. • How multi-custody and open architecture models can offer flexibility. • Perspectives of some advisors that have experienced business growth after joining the firm. •  The role of private equity and its innovation in wealth management. • How advisors may use niche marketing strategies and referral initiatives to identify opportunities. Whether you're exploring alternatives to a wirehouse or staying informed on industry developments, this conversation offers a practical look at the choices and trade-offs within today's independent landscape. Want to connect? • Reach out to Frank directly at frank@eliteconsultingpartners.com or send him a DM on LinkedIn. • You can also connect with Rob by emailing RSechan@NewEdgeCG.com or visiting his LinkedIn page. Chapters:   0:00 Introduction 1:02 From Wirehouse Advisor to Building a New Platform 6:30 What Makes Elite Financial Advisors Different 8:08 NewEdge Wealth vs NewEdge Advisors Explained 18:08 Why Multi-Custody & Open Architecture Matter 27:00 How Top Advisors Accelerate Growth After Going Independent 36:09 Private Equity's Role in the Future of Wealth Management 40:46 Why Advisors Should Explore the Independent Model Learn more about Elite and our resources: Elite Consulting Partners | Financial Advisor Transitions https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers & Acquisitions https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors https://jedidatabasesolutions.com Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/ “Assets “serviced by” the firm includes (i) client assets for which we provide investment advisory services, (ii) client assets for which we provide brokerage services through our affiliate, NewEdge Securities, LLC and (iii) client assets held at affiliated and unaffiliated broker dealers for which we provide supervisory oversight, support services and/or wealth strategy services. Opinions expressed are as of October 7, 2025, and may change without notice. This content is for informational purposes only and does not constitute investment advice or a recommendation regarding any security, strategy, or business relationship. Past performance does not guarantee future results. References to advisor experiences (including business growth, win rates, or referrals) reflect individual circumstances and are not representative of all advisors or outcomes. Results vary and are not guaranteed. Any testimonials or endorsements presented reflect the speaker's opinion at the time made. If compensation or other benefits were provided in connection with a testimonial or endorsement, that fact will be disclosed. Such statements should not be construed as indicative of future performance or experience for all clients or advisors. Third-party firms, custodians, platforms, or services referenced are independent of NewEdge. Their inclusion does not constitute a recommendation, endorsement, or approval. Where third-party ratings or rankings are cited, the source and date apply; methodologies may differ, and ratings may not predict future performance. NewEdge may have business arrangements with certain third parties that present potential conflicts of interest; details available upon request. NewEdge may receive or provide referrals to or from third parties, including custodians, which may involve compensation or other benefits. Additional information about referral relationships and compensation is available upon request, A copy of the NewEdge's current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.newedgecg.com. All company names, logos, and trademarks are property of their respective owners and are used for identification only. References to media appearances do not constitute an endorsement.

Nick examines the critical role of mindset and psychology in business acquisitions and Private Equity negotiations, focusing on how a founder's negotiating position—whether perceived as a prize or prey—can significantly impact the valuation of their business.  He outlines seven key signals that indicate desperation during negotiations, such as agreeing to exclusivity too quickly and over-explaining reasons for selling KEY TAKEAWAYS The psychology of negotiations plays a crucial role in determining the success of business transactions, particularly in Private Equity. Understanding whether you are negotiating from a position of strength or desperation can significantly impact the valuation of your business. There are seven key signals that can indicate desperation during negotiations, such as agreeing to exclusivity too quickly, over-explaining reasons for selling, and negotiating against yourself. Recognising and avoiding these signals can help maintain a stronger negotiating position. Silence can be a powerful negotiating tool. Instead of immediately countering lowball offers, remaining silent can create tension and compel the buyer to reconsider their offer, thereby enhancing your negotiating power. Founders should prepare for negotiations by ensuring they have a financial runway of at least 12-18 months, alternative paths forward, and a clear reserve price. BEST MOMENTS "The psychology of negotiations when you're dealing with sophisticated buyers... has a minimal amount to do with financials." "Desperate decisions are always expensive decisions." "The more you explain, the more you reveal this kind of psychological commitment." "Silence is the best negotiation tactic." VALUABLE RESOURCES Receive a FREE digital copy of  Nick's book. DM him "Exit For Millions book" on LinkedIn. 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/

This episode is brought to you by⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  *  Click Here to Subscribe to the In The Trenches YouTube Channel*Over the past few months, I've been presented with five separate opportunities that contemplated the acquisition of a company with $7M or more of EBITDA (this compares to the Search Fund average of $2.2M for the 2022-2023 cohort of Searchers).While I acknowledge that five data points don't constitute a trend, at the very least this has piqued my curiosity. While the Search Fund ecosystem has worried – seemingly for over a decade now – about the possibility of middle-market Private Equity firms moving down market, it's interesting to ask whether the inverse may now be happening, at least to a certain extent: Are Search Funds moving up market?

With James Poer, CEO Kestra Holdings, John Amore, President Kestra Financial and Fayez Muhtadie, Co-Head of Private Equity at Stone Point Capital Overview Louis Diamond sits down with James Poer (Kestra Holdings), John Amore (Kestra Financial), and Fayez Muhtadie (Stone Point Capital), who share unique vantage points of how scale, private equity, and alignment shape enterprise value in today's wealth management landscape. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. Watch… https://youtu.be/jqE5vfTRewc About this episode… As advisory practices grow larger and more sophisticated, the definition of success is shifting. For many advisors, it's no longer just about income or payout. It's about ownership, alignment, and building something that carries real enterprise value. That shift raises important questions, such as: What does scale actually enable? How should advisors think about capital? And what does alignment really look like between firm leadership, capital providers, and the advisors they serve? To explore that, we invited three guests who see this from unique vantage points. James Poer, who leads Kestra Holdings, John Amore, who oversees the strategy and execution behind Kestra Financial's growth, and Fayez Muhtadie, who represents Stone Point Capital, Kestra's private equity partner. Kestra today operates one of the larger independent wealth management ecosystems in the country, supporting roughly 1,450 advisors and overseeing more than $160B in assets across its broker dealer and RIA platforms. Stone Point, for its part, is a financial services-focused private equity firm with decades of experience investing in banks, asset managers, insurers, and wealth platforms. Together, they represent a scaled, privately backed model that has become increasingly common in our industry. In this episode with Louis Diamond, they unpack what they describe as “multiple ways to win” actually means inside a platform of this size, including: The Kestra ecosystem—and how the firm has evolved from its founding to spin-off from NPF. The value of private equity ownership—and how common misconceptions impact the positive potential. The importance of cultural alignment—and how it can be preserved as firms grow. Growth and scale—and why James believes this business is not an income game, but a wealth game. Plus, the questions advisors should be asking when assessing their current firm or platform. If you're evaluating scale, ownership, or long-term enterprise value in your business, this is a conversation worth hearing. Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002. Related Resources Is Scale a Necessary Evil in Wealth Management?Scale can provide a competitive advantage. Yet there might be scenarios in which bigger isn't always better. Wealth Management Landscape at a GlanceThe wealth management industry offers more options than ever, making it challenging to identify and compare the various models. We created this “at a glance” continuum infographic—to help you navigate the different models and understand how their features stack up. How to Set Up Your Business to Maximize Enterprise ValueJason and Louis Diamond explore strategies for maximizing enterprise value, whether or not an advisor plans to move. Learn actionable insights, key business practices, short-term vs. long-term tactics, and real-world examples. James PoerChief Executive Officer of Kestra Holdings James Poer is Chief Executive Officer of Kestra Holdings, an ecosystem of companies empowering high-performing financial advisors to achieve lasting independence. Together, Kestra's businesses deliver a full end-to-end suite of wealth management solutions for success driven and entrepreneurial-focused financial professionals, including investment solutions, technology services, succession and monetization, insurance and planning services, trust services, and back-office support. James most recently chaired the Financial Services Institute (FSI) Board of Directors after serving for several years on the board. He currently sits on the Board of Advisors for the Langston Wealth Management Center at The University of Texas at Austin's McComb's School of Business, serves as Chair of Arden Trust Company's Board of Directors, and is a member of the Board of Kestra Holdings. A true native Texan and alum of Texas Christian University, James currently resides in Austin, Texas. John AmorePresident of Kestra Financial As the President of industry-leading wealth management company Kestra Financial, John is committed to building out capabilities that empower the success of Kestra's financial advisors and the financial independence of their clients. Through a comprehensive suite of offerings across portfolio construction, investment products, advisory services, financial planning, retirement plans, alternative investments, and insurance solutions, John and his team are focused on helping Kestra's advisors thrive in a community of complete wealth managers. Prior to his role as President, John served as Head of Wealth Management for Kestra Financial, leveraging his global leadership experience to ensure every aspect of Kestra's wealth management offering drives growth and innovation, enabling financial professionals to accomplish their business objectives. John has had the privilege of leading wealth management teams for more than 14 years in the United States, Europe, and Latin America. Prior to joining Kestra Financial, he led global businesses at UBS across financial planning, portfolio construction, estate planning, wealth planning, investment products, and trust solutions. John began his career in management consulting in the financial services sector and earned his MBA/MIA at Columbia University and his BS at Boston College. Fayez MuhtadieCO-HEAD OF PRIVATE EQUITY Fayez is Co-Head of Private Equity at Stone Point Capital and a member of the Investment Committees of the Trident Funds. He has more than 25 years of experience in the private equity and investment banking industries. Fayez helps to lead Stone Point Capital's global investments in asset & wealth management, business services, employee benefits & human capital management, insurance run-off and lending & markets. Fayez joined Stone Point in 2003.

What really happens after private equity buys your CPA firm? ParkerGale partner Devin Mathews joins Blake to unpack why partners cheer while staff chafe, how PE drives returns (bill rates, utilization, acquisitions), and what managers should demand: a clear value‑creation plan and a path to upside. They also dig into AI's true impact—raising the ceiling, squeezing entry‑level work—and why this might be your cue to start an AI‑first firm.Chapters(00:00) - Private Equity Meets AI (02:04) - Survey Shock Partners vs Staff (04:18) - How PE Boosts Profits (06:17) - Culture Clash and KPIs (09:29) - The New Owner Speech (23:15) - Lessons From Vets and Dentists (25:50) - Pricing Power and Workload (26:39) - How Firms Decide to Sell (27:12) - Deal Tensions Surface (27:25) - LOI And Data Deep Dive (28:20) - Pricing Pressure And Client Cuts (29:48) - Spreadsheet Management Shock (33:20) - Career Paths And Trust (35:02) - Demand The Value Plan (37:13) - Three Problems To Fix (40:00) - AI Threat Or Tailwind (41:35) - AI Reality Check (45:17) - Entry Level Gets Harder (48:47) - Start An AI First Firm (50:56) - Podcast And Farewell Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Devin MathewsLinkedIn: https://www.linkedin.com/in/devinmathewsLearn more about ParkerGalehttps://www.parkergale.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

What's the hidden reality behind entrepreneurship when your company faces a merger or acquisition? Beyond the headlines and the excitement of a potential exit, there's a deeply human side to these transitions—one filled with change, uncertainty, and the need for strong leadership and cultural awareness.In this episode, Marcia Dawood sits down with Jennifer Fondrevay, a former corporate executive turned M&A expert. Having lived through three multi-billion-dollar deals and authored a book on the subject, Jennifer Fondrevay brings a rare perspective focused not just on the transaction, but on the “people piece” that determines true transformation and sustainable success.Together, they explore the most common pitfalls and opportunities in M&A, from the grief staff can experience to the critical role of humility, communication, and early cultural integration. Packed with actionable advice for leaders, founders, and angel investors, this conversation is a must-listen for anyone preparing for, or curious about, what really makes an M&A deal work. To get the latest from Jennifer Fondrevay, you can follow her below!https://www.linkedin.com/in/jennifer-fondrevay/https://jenniferjfondrevay.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Private equity is flooding into accounting, but taking an offer because of the flashy number on the table isn't always the best decision.In this crossover episode with the Inside Public Accounting Podcast, Brannon Poe joins host Rob Brown to break down what's really happening in CPA firm M&A right now. After attending a private equity conference at Harvard Business School, Brannon shares why this may be the most exciting—and chaotic—era he's seen since entering the M&A space in 2003.Accounting firms check every box private equity investors love: recurring revenue, fragmented ownership, under-optimized systems, and opportunity for scale. But while the market is strong and options are abundant, the real risk isn't missing out—it's moving too fast. Headline offers can be enticing, yet the fine print, cultural fit, leadership alignment, and long-term vision ultimately determine whether a deal becomes a win or a regret.*In this episode, we cover:*- Why private equity is so aggressively targeting CPA firms right now- The danger of the “headline offer” and how earnouts can change the real math- Why selling your firm is rarely just a financial decision- How to think about opportunity cost and the value of your time- What buyers actually want today (and why owner dependency kills value)- The critical $2.5M–$5M growth stretch and why it's so hard to scale there- When acquisition creates “escape velocity” for smaller firms- Why burnout might be telling you: “fix the firm,” not “sell the firm”- The power of pruning your client base and focusing instead of being everything to everyone- Why boundaries around time, pricing, and services are strategic rather than restrictiveThe M&A market may be active, but urgency is not a strategy. Whether you're considering a sale, exploring private equity, or simply trying to build a stronger, more valuable firm, this conversation offers clarity in a noisy environment. In a consolidating profession, the firms that win won't be the ones chasing the biggest multiple—they'll be the ones making disciplined decisions about timing, focus, and fit.Download Now: https://poegroupadvisors.com/accounting-practice-academy/increase-letter/Price increases are nothing to fear. The real challenge is effectively informing clients of these changes. Our templates will help you demonstrate your value and help clients understand the increases necessary to keep your firm afloat.*Download now and receive:*- (1) Major Fee Increase Letter Template- (1) 20% Fee Increase Letter Template

Join Michael Newton, CEO of Qorium, for a visionary conversation on the power of synthetic biology to reshape our material world. With a track record of scaling products to over $1 billion in annual turnover at Nike, Michael is now leading the charge in cellular agriculture. In this episode, we explore the immense promise of synthetic biology, why Qorium's unique approach to lab-grown leather is a game-changer for the planet, and how we can re-engineer global value chains for a sustainable future.

In this episode, Devin and Jim rewind to 2014 — and a $12 bottle of Cabernet at the Macaroni Grill — where they hatched the plan to leave their firm and build a new private equity firm from nothing. This is the insider's guide they wish they'd had.

San Jose Mercury News college sports columnist Jon Wilner

Most entrepreneurs build their companies without thinking about the day someone might buy them.That's a huge mistake.Mark Sims joins Neil to break down the 5 Cs framework used by buyers and private equity firms to evaluate businesses. From competitive positioning to clean financials, from cash conversion cycles to operational capability, this conversation explains what actually drives valuation when a buyer looks at your company. If you want to build a business that sells, not just a job that pays you, this episode shows what serious buyers look for and why so many companies fail during due diligence.In This Episode, We Cover✅ The 5 Cs Framework for Business Value Mark breaks down the five factors buyers evaluate when looking at a company: competitive positioning, capability, cash conversion cycle, clean financials, and concentration risk. These elements determine how attractive a business is to investors and acquirers.✅ Competitive Positioning and Pricing Power Where your company sits in the market matters. Businesses with clear differentiation gain pricing power, stronger margins, and protection from commoditization.✅ Why Owner-Operator Businesses Struggle to Sell If the entire business depends on the founder, buyers see risk. Companies with documented systems, capable teams, and operational structure become far more attractive acquisition targets.

Ruqaiijah Yearby is a professor at the Temple University Beasley School of Law. Stephen Morrissey, the interviewer, is the Executive Managing Editor of the Journal. R. Yearby and M. Alsan. Private Equity's Transformation of American Medicine — Implications for Health Equity. N Engl J Med 2026;394:937-940.

เคยสงสัยไหมว่า ทำไมเศรษฐีและกองทุนระดับโลกถึงไม่ยอมซื้อหุ้นในตลาดเหมือนคนทั่วไป? แต่กลับเลือกลงทุนใน "บริษัทที่ไม่มีในกระดานหุ้น" แทน คำตอบอยู่ใน 2 คำคือ 'Private Equity' . ใน Money Manual EP.24 นี้ เราจะพาไปเปิดโลกการลงทุนที่คนรวยต้องลงมาเล่น ทำไมถึงให้ผลตอบแทนสูง? มันทำงานอย่างไร? แล้วคนธรรมดาอย่างเราจะเข้าถึงได้ไหม? มาหาคำตอบไปพร้อมกัน .  #MoneyManual #NamFinance #PrivateEquity #การลงทุน #missiontothemoon

After a long period of uncertainty, the fog has lifted, and while private equity rebounded in 2025, the clearer visibility has also revealed a more complex and demanding landscape. In this episode, the authors of our 2026 Global Private Markets Report unpack the structural shifts reshaping the industry—from elevated multiples and longer hold periods to the growing importance of scale, specialization, and alternative capital. They also explore how artificial intelligence is emerging as a core driver of competitive advantage, with early adopters embedding AI into pricing, productivity, and portfolio strategy to create structural alpha. As private equity continues to mature, dispersion between leaders and laggards is set to widen. The question for dealmakers, operators, fundraisers, and LPs alike: who is equipped to best navigate this new terrain? Related insights Global Private Markets Report 2026 Private equity: Clearer view, tougher terrainSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

Sylvester ist im Urlaub, daher springt kurzerhand Jan Mahn von der c't ein. Und der hat eine brisante Geschichte mitgebracht, in der es um "Bulletproof Hoster" geht. Also um Anbieter, die auf die guten Sitten im Internet pfeifen - manchmal gar auf Recht und Gesetz - solange ihre oft zwielichtige Kundschaft ihnen monatlich Geld überweist. Doch vorher gibt es einen längeren Rant über einen Security-Appliance-Hersteller, den Christopher sich nicht selber ausgedacht hat, sondern den der Finanz-Nachrichtendienst Bloomberg veröffentlichte. Und es gibt einige PKI-Neuigkeiten, die fast alle etwas mit IP-Adressen zu tun haben.

Today's episode is with a great friend of mine, Chris Huckabee, Founder @ MORE Group.   We unpack his company's remarkable private equity journey and why it was so successful.  Chris shares how the unexpected loss of his business partner pushed him to rethink the future of his company, leading to a strategic shift, a private equity partnership, and rapid national expansion.  We talk candidly about valuation surprises, building trust with employees during major transitions, and what makes a great private equity partner. Then we pivot to education reform, AI's impact on schools, and the deeply personal story of how Chris helped lead the effort to rebuild Robb Elementary in Uvalde, TX, after the tragic shooting. We discuss: • The process Chris went through to pursue private equity and national expansion • Why he told every employee about the strategic plan before making a deal • How to hire the right investment banker • The hard lessons around valuation, deal structure, and selecting the right private equity partner • What AI means for K–12 and higher education and where public education must improve • How he mobilized donors and contractors to rebuild Robb Elementary in Uvalde, TX Links: MoreGroup - https://moregroup-inc.com/ Chris on LinkedIn - https://www.linkedin.com/in/christopher-huckabee-693a3a31/ Support our Sponsors Ramp: https://ramp.com/powers Collateral Partners: https://collateral.com/fort Topics: (00:03:19) - Chris' journey to finding Private Equity (00:09:27) - Strategic planning (00:11:31) - Valuing the business (00:14:36) - People don't like change (00:17:43) - Making the decision to pursue PE (00:21:28) - Finding the right Investment Banker (00:37:26) - Selecting a buyer (00:44:44) - The first day after selling to PE (00:47:59) - Going out to buy companies (00:51:16) - What makes a great PE partner (00:57:08) - The state of Education and AI (01:13:16) - Rebuilding Robb Elementary in Uvalde after the 2022 shooting Chris on Social Media: Chris on X: https://x.com/fortworthchris Instagram: https://www.instagram.com/thepowerspodcast LinkedIn: https://bit.ly/45gIkFd Watch POWERS on YouTube: https://bit.ly/3oynxNX Visit our website: https://www.powerspod.com/ Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO POWERS is produced by https://www.johnnypodcasts.com/

Chemicals used to treat water is a US$10 billion market hiding in plain sight—fragmented, consolidating, and far more strategically interesting than the name suggests. Bluefield's latest water treatment chemicals analysis mapped nearly 500 companies across the space. In this episode, Bluefield analyst Caroline Vauclain joins host Reese Tisdale to unpack what she found—including why the top 10 players control just 30% of facilities and 80% of companies run only one to two locations. The conversation covers five key questions shaping this market: With nearly 500 companies mapped, how fragmented is the water treatment chemicals market—and what's most surprising about the landscape? Chemical prices are up 36% since 2019—is it inflation, supply disruptions, or something else driving the increase? Hawkins made 16 acquisitions in five years, USALCO is similarly aggressive — what's fueling all this M&A activity? What's fueling the wave of M&A activity, with Hawkins logging 16 acquisitions in five years and private equity-backed firms driving 20 of 78 deals since 2020? Why are chemical companies like Kemira and Ecolab suddenly acquiring software and digital monitoring firms? How did Cargill, Morton Salt, and bioethanol producer POET end up in the water treatment business? Related Research & Analysis: U.S. Water Treatment Chemical Manufacturers and Distributors: Competitive Analysis & Strategies USALCO Deal Points to Private Equity's Role in Consolidation of Water Treatment Chemicals

Émission du 03/03/2026 présentée par Amaury de Tonquédec avec Grégory Raymond, Co fondateur de The Big Whale. C'est la guerre… mais combien de temps durera-t-elle ? C'est désormais la grande question des investisseurs.Entre tensions au Moyen-Orient, record de paris géopolitiques sur Polymarket (529 millions de dollars engagés sur d'éventuelles frappes américaines contre l'Iran), pétrole sous pression et marchés européens chahutés — à commencer par le CAC 40 — l'incertitude domine. Wall Street résiste, l'or est plébiscité… et le Bitcoin, lui, reste perçu comme trop volatil pour jouer le rôle de valeur refuge immédiate.Dans ce contexte, comment investir — ou continuer à investir — dans les cryptos en 2026 ?Au programme :Point marché sur le BTC face à l'or.Les altcoins : est-ce terminé ou sommes-nous à l'aube d'un nouveau cycle ?Comment faire le tri parmi des dizaines de milliers de projets ?Les métriques à connaître : Price-to-Fees (P/F), buyback yield, tokenomics, vesting…Les projets qui redistribuent réellement de la valeur aux détenteurs de tokens — et ceux à fuir.Investir via son compte-titres : ETF, ETN, sociétés exposées au BTC… avantages, inconvénients et pièges à éviter.

“Show me an incentive structure and I'll show you human behavior... until employers realize they have more power than they give themselves credit for, this can't continue."My guest this week is Norm Volsky, Managing Partner at DRI and Founder of MVP Growth Partners. Norm has spent the last decade as one of the top executive recruiters in the digital health and employer benefits space - placing the commercial teams that helped build unicorns like Livongo and Hinge Health.In this episode, Norm explains why the next wave of healthcare innovation isn't about adding more "point solutions" to an already fatigued market. Instead, smart money is betting on companies that carve out high-margin, inefficient services directly from the major insurance carriers - like radiology, fertility, and specialty infusion.We discuss how Norm built an "army" of over 500 industry executives to crowdsource due diligence, why the traditional VC model fails in healthcare, and why employers and their benefits leaders are finally at a watershed moment where they must demand true fiduciary alignment from their vendors.If you want to know where the smart money is moving in employer healthcare, and why the "BUCA" carriers should be worried, this episode is a must-listen.Thank you to our 2026 sponsors!ParetoHealth: ParetoHealth empowers midsize employers with a long-term solution to reduce volatility and lower overall health benefits costs. Visit ParetoHealth.com to learn more.Samaritan Fund: A program that connects those who need help to the support they need. We are proud to offer the Samaritan Fund Program. Visit SamaritanFundProgram.com to learn more.Vālenz Health: We're Vālenz Health, your partner in improving health literacy, reducing plan spend, and delivering high-value healthcare. Visit ValenzHealth.com to learn more.Imagine360: Imagine360 helps self-funded employers save on healthcare with smarter health plans. Cut expenses by 20-30% with custom solutions. Contact us today at Imagine360.com.Chapters:[00:00:00] Intro: Recruiting in the Early Days of Digital Health[00:04:12] The Livongo Story: Selling Healthcare Direct to Employers[00:08:44] What Makes a Great Salesperson in Healthcare?[00:11:46] Spotting the Next Unicorn: The Hinge Health Experience[00:17:28] Private Equity vs. Venture Capital[00:20:00] Using Recruitment Data to Drive VC Investments[00:23:41] The "One Imaging" Pitch & Carving Out Radiology[00:30:40] Building an Army: Crowdsourcing VC Due Diligence[00:36:26] Why MVP Growth Partners Only Invests in "At-Risk" Pricing[00:41:40] Point Solution Fatigue & Identifying the "Good Actors"[00:46:17] Why Employers Must Demand Fiduciary Responsibility[00:50:41] The Future: The Erosion of the Big 3 PBMs and CarriersKey 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/

Private equity is shifting gears. As rates turn and investor confidence improves, funds are deploying again, and South Africa is firmly back on the radar. But this isn't a return to excess, it's a shift toward smarter leverage, disciplined execution and sharper capital structuring. In the latest episode of No Ordinary Wednesday, Jeremy Maggs speaks to Rishanth Pillay, Head of Sponsor Leveraged Finance at Investec Corporate & Investment Banking, about what's driving the renewed momentum – and what could derail it. Read more on www.investec.com/now Investec Focus Radio SA

Evan Greenfield is Managing Director and Head of ESG for the Private Equity division at BCI. He recently published a paper with Stanford called "ESG Value Creation in Private Equity: From Rhetoric to Returns" that explains exactly how sustainability strategies produce financial returns in portfolio companies. In this episode, Evan joins Jenn to explain why ESG is good for value creation, and why speaking the language of finance matters more than ESG jargon.Useful Links:Follow Evan on LinkedIn hereFind out more about BCI hereRead Evan's book recommendation: The Very Hungry Caterpillar by Eric CarlClick here for the episode web page. This episode is also available on YouTube.For more insights straight to your inbox subscribe to the Future in Sight newsletter, and follow us on LinkedIn and Instagram This podcast is brought to you by Re:Co, a tech-powered advisory company helping private market investors pursue sustainability objectives and value creation in tandem. Produced by Chris AttawayArtwork by Harriet RichardsonMusic by Cody Martin

In the inaugural Family Office Roundtable at VC10X, host Prashant sits down with Ronald Diamond, Founder & Chairman of Diamond Wealth, and Wendy Craft, CEO of Elle Family Office, for a candid conversation on what's really happening inside family offices today.From AI tools that are already replacing analysts, to the private equity liquidity crisis, to the $124 trillion wealth transfer heading to the next generation.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWhat we cover:- How AI is transforming deal flow, due diligence & the analyst role- Where family offices are allocating right now — and what's broken in private equity- Why after-tax returns are the only number that matters- The rise of ETFs and tax-loss harvesting as game changers for families- SFO vs. MFO — and why 85-90% of family offices shouldn't exist- Next gen wealth transfer & why most families are failing at it- The role of family office capital in solving real-world problemsTimestamps:(00:00) - Introduction: The Future of Family Offices(01:26) - Welcoming Guests: Ronald Diamond & Wendy Craft(02:18) - The Role of AI in Family Offices(03:40) - A Cautious Approach to AI Investment(04:52) - How AI is Disrupting Due Diligence(07:43) - Replacing Analysts with AI to Cut Costs(09:42) - AI Efficiency vs. The Need for Human Oversight(11:17) - Case Study: How Large Families Use AI for Efficiency(13:12) - Can AI Handle Proactive Deal Sourcing?(14:16) - The Importance of Human Networks in Deal Flow(15:58) - Portfolio Construction: Public vs. Private Markets(17:52) - The Problem with Private Equity's Long Lock-up Periods(19:57) - Contrasting Private Equity with the Family Office Model(22:30) - The Tax Angle: Liquidity vs. Long-Term Investment(24:10) - The Growing Focus on After-Tax Returns(27:00) - The Emergence of ETFs for Tax Efficiency(29:13) - Venture Capital Investing Styles for Family Offices(31:28) - Why Inexperienced Family Offices Should Outsource VC(34:26) - The Rise of OCIOs for Next-Generation Wealth Management(35:54) - The Future: Outsourcing to MFOs and OCIOs(38:22) - MFOs vs. OCIOs: What's the Difference?(41:28) - Educating and Including the Next Generation(44:20) - How the Next Generation's Investment Interests Differ(45:00) - The Philanthropic Potential of Family Offices(48:01) - Youth's Belief in AI to Solve Societal Issues(49:23) - The Negative Impact of Technology on Mental Health(54:55) - Portfolio Hedges: Gold, Silver, and Bitcoin(56:31) - The Evolution of Cryptocurrency as an Asset Class(58:13) - Skepticism and Risks in the Crypto Market(01:02:43) - Interest in Gold, Silver, and Critical Minerals(01:03:23) - Parting Advice for Family Offices(01:03:54) - Ron's Advice: Run it Like a Business or Outsource(01:04:56) - Wendy's Advice: The Efficiency of MFOs for Most Families--Guests:

In this episode, host Alex Rawlings welcomes James Carver, a seasoned CFO with two private equity-backed exits under his belt. James shares his unique journey from the trading desk to executive leadership, and unpacks valuable lessons from navigating complex M&A deals, ESOP sales, and private equity integrations.⏱️ Episode Highlights00:00 – Intro & Background James shares his career path from stock analysis to FP&A and investment banking before stepping into CFO roles.05:22 – Transition to Corporate Finance & First Exit How James helped scale a medical distributor from $30M to $65M, leading to a PE-backed strategic sale.08:47 – Second Exit in Charlotte Turning around a struggling portfolio company and leading it through a successful 2024 exit.09:51 – Common CFO Hiring Mistakes in PE The importance of SOPs, process infrastructure, and cross-functional alignment.12:13 – Strategic Focus: Quote-to-Cash & Customer Experience Mapping key processes to maximize customer lifetime value and ROI.13:35 – Value Creation Before Exit Driving growth through territory expansion, sales team optimization, inventory efficiency, and acquisitions.17:26 – Exit Lessons Why having no advisor in his first sale was a challenge—and how having one in the second made a big difference.21:17 – Acquiring Smaller Businesses James' playbook for building trust with founders, being transparent, and respecting their culture post-acquisition.25:37 – Final Advice Embrace best practices from acquired companies—don't force your way if theirs is better.26:32 – Resources James recommends the Wall Street Journal and CNBC to stay sharp on market trends.27:28 – Contact

¿Por qué lanzar un fondo de private equity? Lo vemos con Eduardo García-Oliveros, director de Private Equity, de Anta Asset Management.

“Show me an incentive structure and I'll show you human behavior... until employers realize they have more power than they give themselves credit for, this can't continue."My guest this week is Norm Volsky, Managing Partner at DRI and Founder of MVP Growth Partners. Norm has spent the last decade as one of the top executive recruiters in the digital health and employer benefits space - placing the commercial teams that helped build unicorns like Livongo and Hinge Health.In this episode, Norm explains why the next wave of healthcare innovation isn't about adding more "point solutions" to an already fatigued market. Instead, smart money is betting on companies that carve out high-margin, inefficient services directly from the major insurance carriers - like radiology, fertility, and specialty infusion.We discuss how Norm built an "army" of over 500 industry executives to crowdsource due diligence, why the traditional VC model fails in healthcare, and why employers and their benefits leaders are finally at a watershed moment where they must demand true fiduciary alignment from their vendors.If you want to know where the smart money is moving in employer healthcare, and why the "BUCA" carriers should be worried, this episode is a must-listen.Thank you to our 2026 sponsors!ParetoHealth: ParetoHealth empowers midsize employers with a long-term solution to reduce volatility and lower overall health benefits costs. Visit ParetoHealth.com to learn more.Samaritan Fund: A program that connects those who need help to the support they need. We are proud to offer the Samaritan Fund Program. Visit SamaritanFundProgram.com to learn more.Vālenz Health: We're Vālenz Health, your partner in improving health literacy, reducing plan spend, and delivering high-value healthcare. Visit ValenzHealth.com to learn more.Imagine360: Imagine360 helps self-funded employers save on healthcare with smarter health plans. Cut expenses by 20-30% with custom solutions. Contact us today at Imagine360.com.Chapters:[00:00:00] Intro: Recruiting in the Early Days of Digital Health[00:04:12] The Livongo Story: Selling Healthcare Direct to Employers[00:08:44] What Makes a Great Salesperson in Healthcare?[00:11:46] Spotting the Next Unicorn: The Hinge Health Experience[00:17:28] Private Equity vs. Venture Capital[00:20:00] Using Recruitment Data to Drive VC Investments[00:23:41] The "One Imaging" Pitch & Carving Out Radiology[00:30:40] Building an Army: Crowdsourcing VC Due Diligence[00:36:26] Why MVP Growth Partners Only Invests in "At-Risk" Pricing[00:41:40] Point Solution Fatigue & Identifying the "Good Actors"[00:46:17] Why Employers Must Demand Fiduciary Responsibility[00:50:41] The Future: The Erosion of the Big 3 PBMs and CarriersKey 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/

In this conversation, Rob Anderson shares his insights on the importance of company culture, customer service, and effective recruitment strategies in the home services industry. He emphasizes the need for businesses to focus on making customers happy and creating a positive work environment for employees. Rob discusses the significance of data-driven decisions, the impact of partnerships, and the challenges posed by private equity. He also highlights the importance of leadership development, emotional intelligence, and the art of storytelling in building relationships with clients and partners. Ultimately, Rob encourages a forward-looking mindset and the continuous pursuit of personal and professional growth. 00:00 The Importance of Culture in Business  05:52 Recruitment and Retention Strategies 08:55 Defining and Measuring Company Culture 15:01 Navigating the Challenges of Home Services 18:04 The Role of Partnerships in Business Growth 20:57 Giving Back to the Community 23:50 The Impact of Private Equity on Business 26:58 Leadership Development and Emotional Intelligence 30:07 The Art of Storytelling in Business 33:00 Building Relationships with Clients and Partners 35:57 The Future of Business and Personal Growth

To watch a video version of this podcast, click here: https://youtu.be/4LmP_3WOezgIn this episode, Reuben Saltzman and Tessa Murry welcome Noah Gavik from Brothers Underground to discuss the impact of private equity on the home service industry. They explore the benefits, challenges, and ethical considerations of private equity ownership, as well as how it influences business operations, customer relationships, and overall market dynamics.Here's the link to Inspector Empire Builder: https://www.iebcoaching.com/eventsTakeawaysPrivate equity (PE) buys service companies to generate higher, faster returns than traditional investments.PE ownership typically brings major operational changes—software, compensation, insurance, branding, and company culture.Large PE-backed companies can outspend small businesses on marketing (especially Google ads), pushing independents down in search visibility.Consolidation can create near‑monopolies in some markets, reducing consumer choice and increasing prices.Strong profit pressure often leads to aggressive or ethically questionable upselling, shifting focus away from true customer needs.Big roll‑ups can erode the personal relationships customers value, causing long‑time employees and clients to leave.PE-owned firms heavily emphasize metrics—conversion rates, revenue per call, average ticket—sometimes at the expense of service quality.Smaller companies win through trust, direct communication, craftsmanship, and community‑based referrals rather than high‑pressure sales.Huge review counts can hide negative experiences; fewer but consistent 5‑star reviews from smaller companies often reflect better service.Consumers should rely on referrals (inspectors, tradespeople, neighbors, realtors) instead of only choosing the top sponsored Google results.Selling to PE isn't inherently bad, but owners must understand PE's goals and be prepared for major cultural and operational changes.When interest rates rise and profits tighten, PE buying slows—but consolidation continues long-term.Chapters00:00 Introduction and Guest Welcome02:15 Understanding Private Equity05:01 The Mechanics of Private Equity07:33 The Impact of Private Equity on the Market11:03 The Good, the Bad, and the Ugly of Private Equity17:58 Navigating Changes Post-Acquisition22:09 Personal Perspectives on Selling to Private Equity26:11 The Power of Referrals in Service Industries28:32 Private Equity's Impact on Business Operations31:13 Sales Techniques and Customer Education33:02 Ethics vs. Profit in Business36:01 The Future of Small Businesses in a PE-Dominated Market37:43 Balancing Profitability with Customer Relationships41:16 Ethics in Sales and Customer Service44:01 Navigating the PE Landscape for Business Owners48:26 Building a Reliable Network for Service Providers

In this Resilience Unravelled episode, Alexis Sikorsky, a Swiss entrepreneur based in London, recounts building an internet café/ISP in Senegal, fleeing the country with only a suitcase, then returning to Geneva to grow a banking software and internet development business to about $10–11M revenue before the 2008 financial crisis cut 75% of revenue in a day. After years of survival, he rebuilt to breakeven and sold to private equity on an 11x EBITDA deal with 85% cash and 15% earnout, emphasising that PE deals involve uneven information and founders should do diligence on acquirers by speaking to prior CEOs. He discusses why most people shouldn't be entrepreneurs, differentiates “having a job” from owning a company, advises seeking free mentors who've done what you're doing, warns about conflicts with PE-paid advisors and small-company investment banks, explains when to avoid investment unless necessary, and describes his book Cashing Out and his initiative Night Scale to help firms stuck at $5–50M revenue using mission-based, part-time C-level expertise.00:00 Welcome 00:43 From Geneva to Dakkar02:03 Building and Losing It All03:20 Private Equity Exit Playbook06:24 Chairman Life and Retirement09:23 Who Should Be Entrepreneur11:57 Mentors and Real Advice16:14 Due Diligence on Buyers21:30 Investment vs Exit Decisions24:00 Why I Wrote Cashing Out26:05 Night Scale and Growth Plateaus27:49 Social Media Reality Check28:47 Final Thoughts and GoodbyeYou can contact us at info@qedod.comResources can be found online or link to our website https://resilienceunravelled.com

The future of optometry is being shaped in real time. Clinical scope continues to expand. Diagnostic technology grows more advanced. Patients expect greater access and clarity. Business models are evolving. Private equity is entering the conversation. Leadership opportunities are becoming more visible.

Les actifs non cotés ont longtemps été réservés aux investisseurs institutionnels. Aujourd'hui, les particuliers peuvent investir dans ces actifs et diversifier leur stratégie d'investissement. Claire Chabrier est responsable des Investissements Directs - Marchés Privés chez Amundi. Au micro de Matthieu Stefani, elle nous dit tout sur l'investissement dans les actifs non cotés.Découvrez : Qu'est-ce qu'un actif non cotéLes principaux marchés du non cotéCinq exemples d'investissements non cotésPourquoi s'intéresser à l'investissement non cotéLes risques et les frais liés à ce type d'investissementLa 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_mediaCet épisode a été réalisé en partenariat avec Amundi.Pour en savoir plus sur Amundi, rdv sur amundi.frHébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Is the financial world on the brink of a 2008-style collapse, or is this just the "slow burn" of a new era? In this high-stakes episode, David Underwood and Brandon Beaver break down the explosive news of U.S. and Israeli strikes on Iran and exactly how you should position your portfolio to profit from the chaos.From the sudden spike in Brent Crude to the shocking rise of the Japanese Yen as a safe haven, we give you the "Buy" and "Short" plays you need for the week ahead. But the real danger might be closer to home—Brandon reveals a terrifying "synthetic liquidity" crisis brewing in the Private Equity and Software sectors that could threaten your pension fund.In this episode, we cover:The Iran Strike Aftermath: Why oil could hit $100/barrel and why David is planning a massive short play once it does.Shipping & War Surcharges: How new fees in the Gulf and Suez are about to hit your wallet and corporate earnings.The "PIK" Debt Trap: Why you must avoid software companies with high "Payment-in-Kind" interest before they implode.The Berkshire Blueprint: A look at the mind-blowing dividends from Buffett's top holdings (Apple, Coca-Cola, and more).Earnings Watch: Vital outlooks for Target, Best Buy, and CrowdStrike in an AI-disrupted market.Don't let market volatility catch you off guard. Tune in to learn how to turn global disruption into an uplifting return.

Want a quick estimate of how much your business is worth? With our free valuation calculator, answer a few questions about your business, and you'll get an immediate estimate of the value of your business. You might be surprised by how much you can get for it: https://flippa.com/exit 
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 What happens when you go from the high-flying life of a Silicon Valley wunderkind to getting laid off and being miserable in a cubicle? For Ab Emam, it was the spark that ignited a 25-year serial entrepreneurship journey.

In this episode, Ab sits down with Steve McGarry to break down the "scar tissue" of building and selling three distinct companies. From losing 51% of his first business to navigating government hacks and eventually finding a massive exit with Private Equity, Ab shares the raw, unpolished truth about what it actually takes to scale and sell.

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 Ab Emam is a seasoned digital and tech entrepreneur with a proven track record of building, scaling, and successfully exiting multiple ventures. Known for his expertise in digital strategy, technology innovation, and driving business growth, Ab has developed deep experience helping organizations leverage digital transformation and AI-driven efficiency. A two-time exit founder and active voice in the entrepreneurial community, he shares insights on private equity, startups, marketing, and leadership while advising founders on scaling and exit strategy.


 LinkedIn - https://www.linkedin.com/in/abemam/ --
 Key Takeaways & Timestamps:
 [02:50] Transitioning from Silicon Valley energy to the "boring" DC government scene. [09:15] The "Golden Nugget": Why you should never give away 51% ownership of your startup. [13:30] Founding GovTrends: Managing congressional websites and surviving high-profile hacks. [21:00] Building for Exit: The 3 pillars of high valuation (Scalability, Leadership, and Recurring Revenue). [24:50] How to drive your valuation up when talking to Private Equity. [34:00] The "Time Machine" effect: Why every founder needs a mentor who has already fought the battles.

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 The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Jerry Murdock is the Co-Founder of Insight Partners, one of the most formidable growth investors of the last three decades, with over $90 billion in AUM and a portfolio that has shaped the modern software economy. Jerry never does podcasts, and so this is his first-ever long-form interview.  AGENDA: 03:50 There is an AI Tsunami Beginning 05:43 Cursor is F***** and Everyone Knows It 07:28 How Open Source Will Crush in an Agent First World 10:20 Is NVIDIA F**** 17:32 Are Systems of Record Dead in an Agent-First World 21:04 Humans Will Not Buy Software, Agents Will… 24:57 Universal Basic Income Will Have to Happen, Mass Unemployment is Coming 30:54 What Happens to Tech Private Equity: Is Thoma Bravo F****** 37:50 What Single Decision Does Jerry Regret Most… Why? 41:45 Single Biggest Mistake With Insight… What Did Jerry Learn? 45:26 Why is Now the Best Time to Start a Fund 47:03 The Twitter Bet that Made $90BN Insight 49:34 Biggest Marriage and Parenting Advice 56:04 Will Agents Help Us Live Forever    

In this week's edition of the Capitol Recap, the latest from Montpelier from Vermont Public's Peter Hirschfeld and Lola Duffort on private equity in healthcare.

Stocks selling off to close out the week, as investors digested a hot inflation report. The credit-linked concerns weighing on banks, credit card companies and asset managers, and the stocks one top bank analyst is leaning into on the weakness. Plus, the software slump continues with the IGV software ETF down more than 20% so far this year, but Morgan Stanley's Katerina Simonetti is laying out where she sees some opportunity in the tech tumble. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

(00:00) Zolak & Bertrand start the hour talking about how the Patriots WR room could shakeup and take calls.(15:58) We talk about the Celtics ownership and how private equities could be playing a big role.(23:31) We discuss whether or not a Jayson Tatum return this Sunday is in the cards for the Celtics and how he'll be managed.(34:32) Zolak & Bertrand close the hour talking about why Jayson Tatum's return is not going to be rushed even if he returns soon.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Retrouvez la première émission avec Bradley Lafond sur Legend ➡️ https://youtu.be/IiFDexfFRVIInvestissez en Private Equity sur Fundora ➡️ https://link.influxcrew.com/go-fundora-LEGEND2Investir comporte un risque de perte en capital. Les performances passées ne préjugent pas des performances futures.Collaboration Commerciale.Merci à Bradley Lafond d'être venu sur Legend Fondateur et CEO de Fundora, il a lancé une plateforme qui rend accessibles les fonds d'investissement les plus performants au monde dès 100€. On a parlé de la manière dont ils accompagnent leurs clients et comment ils ont réussi à réduire drastiquement les frais.Merci également à Nicolas Chéron de nous avoir expliqué le fonctionnement de la bourse et raconté les histoires les plus folles d'investissement ! Retrouvez toutes les informations concernant notre invité par ici ⬇️Le compte Instagram ➡️ https://www.instagram.com/fundora.fr/ Nicolas Cheron Son compte YouTube ➡️ https://www.youtube.com/@NCheron_bourse Son compte X ➡️https://x.com/NCheron_bourse Sa newsletter ➡️ https://www.nicolascheron.fr/ Son compte Instagram ➡️ https://www.instagram.com/ncheron_bourse/ Retrouvez l'interview complète sur YouTube ➡️ https://youtu.be/021EXbjlVI0 Pour prendre vos billets pour le LEGEND TOUR c'est par ici ➡️ https://www.legend-tour.fr/ Retrouvez la boutique LEGEND ➡️ https://shop.legend-group.fr/Pour toutes demandes de partenariats : legend@influxcrew.com Retrouvez-nous sur tous les réseaux LEGEND !Facebook : https://www.facebook.com/legendmediafr Instagram : https://www.instagram.com/legendmedia/ TikTok : https://www.tiktok.com/@legend Twitter : https://twitter.com/legendmediafr Snapchat : https://www.snapchat.com/@legendcm75017 Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

In this episode, Scott Becker examines how firms like Blackstone, KKR, and Apollo Global Management are under pressure from high interest rates, stalled exits, and too many funds chasing too few deals

In this episode, Amber Walsh, Partner at McGuireWoods LLP, shares how this year's Healthcare Private Equity Conference is organized around life sciences, traditional provider services, innovation, and operational excellence.

Seth Deutsch is the Founder and Managing Partner of Samson Partners Group, a strategic advisory firm that helps founders build investor-ready companies and maximize value before a private equity exit. He has managed teams in over 80 countries, acquired more than 70 companies, executed four recapitalizations, and operated businesses with revenues from $25 million to $2 billion. Seth is the author of The Owner's Manual and the creator of the Exit Value Realization System™ (EVRS), a framework that helps owners reduce risk, increase valuation, and prepare for successful transitions. In this episode… Building a business is one thing. Turning it into a valuable, investor-ready asset is another. What separates founders who scale successfully from those who leave millions on the table at exit? Seth Deutsch, a seasoned dealmaker who has acquired more than 70 companies and led multiple recapitalizations, believes strong exits start with intentional value creation long before a sale. He emphasizes de-risking the business by reducing key-person dependency, improving financial visibility, and strengthening margins. The shift from operator to investor — focusing on predictable future cash flow — is critical. In The Owner's Manual, he outlines specific value levers to help founders scale strategically and exit stronger. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Seth Deutsch, Founder and Managing Partner at Samson Partners Group, to discuss scaling and preparing a business for a successful exit. They explore the seven levers of value creation, how to reduce key-man and client concentration risk, and why investor readiness should start years before a sale. Seth also shares how his personal journey shaped his philosophy on leadership and value creation.

It's our annual Predictions episode (and by annual, we mean just the years we remember to record one). Devin and Jim offer their hot takes on fundraising, liquidity, why artificial general intelligence (AGI) is still years away, and whether or not the world is officially "over-softwared." PE FunCast New Episodes Every Wednesday Follow us on social media and subscribe to our Substack! LinkedIn: https://www.linkedin.com/company/parkergale-capital Instagram:https://www.instagram.com/pefuncast Substack: https://substack.com/@pefuncast Facebook:https://www.facebook.com/people/PE-FunCast/61580605382460/?mibextid=wwXIfr&rdid=UXSOfkHvpixQjCyB&share_url=https%3A%2F%2Fwww.facebook.com%2Fshare%2F14VqLVUrhVD%2F%3Fmibextid%3DwwXIfr TikTok: https://www.tiktok.com/@pefuncast X: https://x.com/PEFunCast

For most companies in the oil industry, drilling new wells is a major part of their business strategy. Today, we're highlighting a firm that's taking a very different tack. Will Ulrich has served as co-CEO of Presidio Petroleum alongside his partner Chris Hammack, since founding the company in 2017. Presidio's mission is to generate the oil industry's best return on capital by delivering the industry's lowest operating expenses, highest profitability and best emissions profile — all without doing any drilling. Today, Will shares Presidio's unique approach to value creation, their upcoming plan to go public via business combination, and the reasons why they're optimistic for the future. Highlights:Founding Presidio (1:57)Going Public (4:45)The end of the 'Capital Intensive Shale Era' (7:06)Institutional Backing (8:58)Dividend (10:46)Private Equity (13:58)Reducing Operating Costs (17:21)Field Incentive Plan (20:55)Stable Well Production (22:30)Hedging (23:42)CapEx (25:43)Acquisition Strategy (27:23)5-year Outlook (29:17)Links: Will Ulrich LinkedInPresidio LinkedInPresidio WebsiteICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, joe@lowerstreet.co.

How do you grow fast without losing what makes your business great? In this episode, we sit down to talk about bringing on a private equity partner, CapitalSpring, and what that really means for our franchisees and our team. We get into why we waited for the right partner, how they're helping us scale faster, and why this is not just about money. It is about resources, accountability, and opening doors we couldn't open on our own. We also share what it is like to run 130+ franchises, the highs and lows of rapid growth, and how having the right support can make all the difference.

In this conversation, Tom shares his extensive journey from being an orthopedic surgeon to becoming a successful real estate investor. He discusses the lessons learned from his mistakes, the importance of community and relationships in achieving success, and the need to define personal wealth and purpose. Tom emphasizes the significance of mentorship and the value of resilience in navigating challenges. He also touches on his future aspirations in real estate and personal growth.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, David Klein, MD, MBA, Senior Advisor at Marwood Group and Board Member of Northwest Healthcare REIT & Joseph Mercer, Managing Director at Marwood Group join Scott Becker to examine regulatory volatility, state budget pressures, compliance scrutiny, and emerging opportunities shaping healthcare investing and private equity strategy.