Podcasts about Private equity

In this episode, Holly Buckley, Chair of Healthcare at McGuireWoods LLP, shares her perspective on the evolving healthcare private equity landscape, highlighting increased discipline, sector trends, and what is driving deal activity today. She also previews the firm’s Healthcare Private Equity Conference in Chicago, April 29-30, 2026.

In this episode, Michael Weis of Weis Burney, LLC, shares insights on evolving M&A activity, the changing landscape of private equity and private credit, and the growing valuation disconnect in today's market.

This time on Code WACK! We're taking a closer look at what happens when private equity buys hospitals. Our guest is Dr. Renee Hsia (pronounced “Shaw”). An emergency physician at Zuckerberg San Francisco General Hospital, Dr. Hsia explains how patients can be harmed when Wall Street firms take over health care. A Professor of Emergency Medicine and Health Policy at the University of California, San Francisco, she is also Vice Chair of Health Services Research in the Department of Emergency Medicine, and a core faculty member of the Philip R. Lee Institute for Health Policy Studies. This is part two of our two-part series. Check out the Transcript and Show Notes for more! Keep Code WACK! on the air with a tax-deductible donation.

A top AmLaw chair makes the case that the future of Big Law belongs to firms bold enough to put business leaders in charge, rethink the billable hour, and prove that remote attorneys can outperform the office. Joe Glynias, Chair of Husch Blackwell, joins Chris and Howard for a candid look at how a national firm grows without losing its footing. At the center is a deliberate structural choice: a non-lawyer chief executive runs the business so lawyers can focus on practicing law. That separation has brought operational discipline, sharper cost control, and growth that has continued well beyond the firm's last major merger. The strategy is simple in theory and demanding in practice: expand where clients need depth and bring in people who fit the culture. What if growth were driven less by geography and more by alignment? The conversation turns to the pressures facing every firm. AI, rising rates, talent mobility, and private equity are all reshaping expectations. Joe sees AI as a tool that strips out low-value work and elevates judgment. He expects clients to push harder on efficiency and pricing. He remains curious about outside capital as a way to fund innovation, though cautious about what partners would trade away. The throughline is discipline. Protect the culture. Invest with purpose. Stay clear about what makes the firm distinct. One of the most compelling examples is The Link, Husch Blackwell's remote office model. With hundreds of professionals working outside traditional offices, engagement scores in that group surpass those of in-office teams. Culture and development do not happen by proximity alone. They require intention. Joe closes with a reminder that law at its best is problem solving in service of others. In uncertain times, that calling feels more relevant than ever.   Episode Breakdown: 00:00 The Future of Big Law and Modern Law Firm Leadership 08:46 Strategic Growth Through Law Firm Mergers and Client Alignment 15:03 AI in Legal Services and the Shift in Law Firm Economics 25:21 Private Equity, Enterprise Value, and the Law Firm Model 38:44 Remote Work in Big Law and The Link Engagement Model 42:57 Why the Future of Law Is Bright   Connect with Joe Glynias: Connect with Joe on LinkedIn Joe's Company Web Profile   Connect with Howard Rosenberg: Connect with Howard on LinkedIn Howard's Company Web Profile   Connect with Chris Batz: Connect with Chris on LinkedIn  Follow Columbus Street on LinkedIn Columbus Street Website  MergerWatch Website Podcast production and show notes provided by HiveCast.fm  

Sam Seder and Emma Vigeland welcome David Dayen, executive editor of The American Prospect and co-host of the Organized Money podcast, to discuss his piece on Brian Schatz, Chuck Schumer's heir apparent in the Senate, who attacked a bipartisan housing bill solely to support private equity. David's report: https://prospect.org/2026/03/13/brian-schatz-comfort-with-big-money/ Check out David's podcast: https://www.youtube.com/@OrganizedMoneyPodcast   The Congress switchboard number is (202) 224-3121. You can use this number to connect with either the U.S. Senate or the House of Representatives. Follow us on TikTok here: https://www.tiktok.com/@majorityreportfm Check us out on Twitch here: https://www.twitch.tv/themajorityreport Find our Rumble stream here: https://rumble.com/user/majorityreport Check out our alt YouTube channel here: https://www.youtube.com/majorityreportlive Gift a Majority Report subscription here: https://fans.fm/majority/gift Subscribe to the AMQuickie newsletter here: https://am-quickie.ghost.io/ Join the Majority Report Discord! https://majoritydiscord.com/ Get all your MR merch at our store: https://shop.majorityreportradio.com/ Get the free Majority Report App!: https://majority.fm/app Go to https://JustCoffee.coop and use coupon code majority to get 10% off your purchase Check out today's sponsors: Today's Sponsors: • JUST COFFEE: Go to https://JustCoffee.coop and use coupon code MAJORITY for 10% off your purchase! • COZY EARTH: Go to https://cozyearth.com/MAJORITYREPORT for up to 20% off • WILDGRAIN: Get $30 off your first box + free Croissants in every box. Go to https://Wildgrain.com/MAJORITY to start your subscription • SMALLS: For a limited time, get 60% off your first order, plus free shipping, when you head to https://Smalls.com/majority

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This time on Code WACK! We're taking a closer look at what happens when private equity buys hospitals. Our guest is Dr. Renee Hsia (pronounced "Shaw"). An emergency physician at Zuckerberg San Francisco General Hospital, Dr. Hsia explains how patients can be harmed when Wall Street firms take over health care. A Professor of Emergency Medicine and Health Policy at the University of California, San Francisco, she is also Vice Chair of Health Services Research in the Department of Emergency Medicine, and a core faculty member of the Philip R. Lee Institute for Health Policy Studies. This is part two of our two-part series. Check out the Transcript and Show Notes for more!  Keep Code WACK! on the air with a tax-deductible donation.   

Alexis Sikorsky is a strategic advisor to founders who want to scale fast and exit strong, after building and selling his Switzerland-based banking software company, New Access, in a private equity deal worth over $100M. Drawing on decades of hard-won experience (including painful early failures, a 75% revenue collapse in one day, and a long post-crisis grind), he now helps £5–20M+ revenue businesses design exits instead of hoping for them. In his book Cashing Out: The Business Owner's Guide to Selling to Private Equity, Alexis introduces the APEX methodology, a practical roadmap for founders who want clarity, cashflow, and a life-changing deal beyond their business. On this episode we talk about: Why Alexis calls his early ventures “failures” and how those lessons funded a $100M+ win later The 2008 financial crisis, losing 75% of revenue in a day, and rebuilding New Access without pivoting His grandfather's trade wisdom and the simple “sell higher than you buy” rule most founders ignore Why raising VC money is usually a sign of commercial failure, not success The APEX methodology for planning and executing a private equity exit (from assessment to “dressing the bride”) Top 3 Takeaways Failure is the tuition you pay for wisdom: Alexis estimates the “cost” of his mistakes at 50 million and five years, and he uses that lens to help founders avoid repeating them. Profit is not optional if you want optionality: you must build a business where costs stay below revenue, instead of relying on endless fundraising to plug operational holes. A premium exit is engineered, not accidental: knowing your goal (lifestyle vs. exit, 100M vs. 1B), tracking real-time numbers, protecting your USP, and becoming “private equity ready” 18–24 months ahead are non-negotiable. Notable Quotes “I have a 100% success-rate, no-failure strategy: just don't try anything.” “Raising money is very often a commercial failure—your company isn't good enough yet to be profitable.” “We're not wealthy enough to buy cheap. If you can't afford it, don't buy it—but don't buy the cheap version either.” Connect with Alexis Sikorsky: LinkedIn: https://www.linkedin.com/in/alexis-sikorsky-consulting Website / Book: https://www.asikorsky.com/my-book (Cashing Out: The Business Owner's Guide to Selling to Private Equity) Travis Makes Money is made possible by High Level – the All-In-One Sales & Marketing Platform built for agencies, by an agency. Capture leads, nurture them, and close more deals—all from one powerful platform. Get an extended free trial at gohighlevel.com/travis. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeff Drazan, Managing Partner at Bertram Capital and BluWave's 2026 Private Equity Innovator of the Year, explains how a technology-first operating model reshaped his transition from venture capital to private equity and became a durable competitive advantage. He details how Bertram Labs embeds software, data, and digital execution directly into diligence and value creation—well before the deal closes. Jeff also shares the investment principles that matter most today: large markets, strong margins, and customer trust. This episode lays out what modern private equity innovation actually looks like—hit play. Episode Highlights: 1:18 – From Princeton engineering and Bell Labs to venture capital on the West Coast 6:05 – Treating early career roles as paid fellowships, not permanent destinations 14:37 – Why technology was the missing link in traditional private equity models 16:25 – Founding Bertram Capital to bring digital transformation to lower-tech businesses 21:06 – Inside Bertram Labs: in-house software, data, and execution—not just advice 27:14 – Winning deals by fixing problems during diligence, not after closing 33:39 – The two non-negotiables: large TAMs and meaningful gross margins 48:45 – Why continuous innovation is the only sustainable edge in private equity To learn more about Bertram Capital, visit https://www.bertramcapital.com/ For details on BluWave's 2026 Top Private Equity Innovator Awards and Bertram Capital's recognition, visit www.bluwave.net/awards To discover more about Jeff Drazan, visit https://www.linkedin.com/in/jeffdrazan

Author Barry James Dyke exposes how Wall Street is targeting life insurance companies—and putting everyday Americans' savings at risk. Using real examples, including the collapses of Phoenix Life and Ohio National, Barry reveals how private equity firms manipulate debt, reserves, and regulations—often with taxpayer support—leaving policyholders and retirees exposed. He also explains what individuals can do today to protect their wealth and retirement from these growing threats.Watch the Video on Youtube for Visuals - https://youtu.be/EqGOaSpayO4Want a Whole Life Insurance Policy to Protect Your Retirement? Go Here: https://bttr.ly/bw-yt-aa-clarityBuy Your Tickets to the Life Insurance Summit! Click Here: https://betterwealth.com/summitConnect with Barry: https://www.barryjamesdyke.com/Learn More About BetterWealth: https://betterwealth.comTimestamps:00:00 - Introduction to Private Equity in Insurance 01:25 - Defining Private Equity and How It Works 07:46 - Impact on Retirement and Insurance 09:37 - Collapse of Phoenix Home Life 11:53 - Global Examples of Insurance Failures 14:34 - Financial Sorcery: Dividend Recaps 17:34 - Case of Ohio National 20:11 - Identifying Secure Insurance Companies 22:35 - Tools for Analyzing Insurance Balance Sheets 31:00 - Global Retirement Systems and Happiness 36:07 - Value of Cash Value Life Insurance 40:04 - The "Mickey Mouse Plan" 41:21 - Bank-Owned Life Insurance (BOLI) 45:10 - Why Wall Street Avoids Promoting Mutual Insurance? 48:23 - Final Recap and AdviceDISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Two high-profile cases in the public-private markets are testing boundaries and investors. ERShares Private-Public Crossover ETF's stake in illiquid holdings, including SpaceX, has apparently run afoul SEC rules. Meanwhile, a high-flying alternative assets manager has changed the rules for returning investors' cash from one of its funds. And Blue Owl Capital is now facing backlash. Lessons From a Private Markets Bust: Why This ETF's Investors Missed Out on SpaceX Gains  Subscribe to the Public Meets Private newsletter. On this episode: 00:00:00 Welcome 00:01:24 How XOVR ETF Differs From Typical ETFs 00:02:11 XOVR ETF Performance Versus Broader Stock Market 00:02:48 Why XOVR's SpaceX Stake Swung Sharply 00:09:56 Blue Owl Capital's Origins and Current Problems 00:13:25 Who Invests in Blue Owl's Direct Lending Funds 00:18:09 Investor Lessons From Blue Owl's Redemption Halt Watch more from Morningstar: Are You Ready for Tax Day? Here's What You Need to Know Before You File Avoid This IRA Distribution Error to Protect Your Retirement Cash Elevate Your 60/40 Portfolio With These Simple Tweaks   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week Andrew talks with Olo founder & CEO Noah Glass. Olo is a company you most likely have interacted with (but probably don't realize it). That's because Olo is a restaurant technology company that works behind-the-scenes to power the orders, payments, & engagement for over 800+ restaurant brands across 90,000+ locations. This conversation is the story of how Noah & a small but scrappy team turned an idea into a $2 billion company that impacts millions of people. You'll hear important ideas on creativity, discipline, & building something from the ground up — even in the face of uncertainty & adversity. ** Follow Andrew **Instagram: @AndrewMoses123X: @andrewhmosesSign up for e-mails to keep up with the podcast at everybodypullsthetarp.com/newsletterDISCLAIMER: This podcast is solely for educational & entertainment purposes. It is not intended to be a substitute for the advice of a physician, psychotherapist, or other qualified professional.

In recognition of International Women's Month, I'm releasing a montage of advice from some of the most accomplished women in our industry.   These remarkable leaders have navigated one of the most demanding and historically male-dominated corners of business and have done it with conviction, resilience, and extraordinary leadership.   If you're a young professional, a student considering this industry, or a leader developing the next generation of talent, this episode is worth your time.   Sunaina Sinha - Global Head, Private Capital Advisory, and Senior Managing Director, Raymond James https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000667167867   Shannon Zoller - Founder, Tephra Advisors https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000552841977   Neha Markle - Managing Director, Morgan Stanley https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000633494095   Caroline Stevens - Investor, MPK Equity Partners https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000597747344   Chrisanne Corbett - Managing Director, KPMG https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000432826264   Deborah Smith - Co-Founder and CEO, The CenterCap Group https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000557619821   Devon Kirk - General Partner, Portage Capital Solutions  https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000658066071   Franny Jones - Partner, Investor Relations, The Sterling Group https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000452341799   Gina Luna - Partner, GP Capital https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000555838972   Gretchen Perkins - Partner(Origination), Avance Investment Management https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000453890941   Kristin Johnson - Managing Director, Altamont Capital Partners https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000726285319   Lauren Moohalland - Waypoint Ridge Capital https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000468986627   Lucy Heintz - Partner, Head of Energy Infrastructure, Actis https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000701104377   Michelle Noon - Founder and Managing Partner, Clearhaven Partners https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000733152917   Neda Vakilian - Partner, Actis https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000713638680

Ted speaks with Rich Gioia, co-founder of Gioia Capital and Managing Director of Lazear Capital, an investment banking firm specializing in ESOP transactions. Rich shares his path from leaving a legal career to acquiring and growing businesses in the lower middle market, eventually discovering the advantages of Employee Stock Ownership Plans while selling one of his companies. The conversation breaks down how ESOPs work as a business succession strategy, including how owners can sell their company while maintaining control, receiving liquidity, and potentially eliminating capital gains taxes through unique provisions in the tax code. Rich explains the structure of ESOP transactions, including bank financing, seller notes, and equity warrants, while demystifying common misconceptions that employee ownership is purely altruistic or requires employees to contribute capital. Ted and Rich also explore why ESOPs are particularly relevant for contractors, builders, and other owner-operated businesses where private equity interest may be limited. They discuss the importance of succession planning, preserving legacy, and aligning incentives between ownership and employees. The episode highlights how ESOPs can create a win-win structure—providing business owners with liquidity and tax advantages while giving employees a meaningful ownership stake and incentive to drive long-term success. TOPICS DISCUSSED 01:10 Introduction & Meeting Rich Gioia at Sundance 02:45 Rich's Background: Lawyer to Entrepreneur 04:45 Building Companies in the Lower Middle Market 06:40 Selling a Business & Discovering ESOPs 09:00 Common Misconceptions About ESOPs 11:20 Why ESOP Exits Can Outperform Traditional Sales 13:30 How ESOP Financing Works 16:00 Breaking Down a Real ESOP Transaction Example 19:00 Tax Advantages & Section 1042 Explained 22:30 Employee Ownership Without Financial Risk 24:40 Why More Businesses Don't Consider ESOPs 27:30 Legacy, Ownership & Selling to Employees 30:00 Incentives, Productivity & Employee Alignment 32:20 Exit Planning for Contractors & Builders 35:00 Private Equity vs. ESOP Outcomes 37:40 Preserving Company Culture & Legacy 40:10 ESOPs as a Succession Strategy 42:30 Final Thoughts & How to Learn More About ESOPs   CONNECT WITH GUEST Rich Gioia Website LinkedIn KEY QUOTES FROM EPISODE “You as a business owner could sell your company effectively tax-free, tax-deferred and ultimately eliminated.” “Your employees don't contribute any cash in an ESOP.” “There are no personal guarantees with that and the employees aren't raising or contributing any capital.”

La médecine esthétique représente aujourd'hui près de 4 milliards d'euros en France.Tracy Cohen Sayag en connaît chaque rouage.Ancienne banquière spécialisée en Private Equity chez Rothschild, elle change radicalement de trajectoire en 2010.Elle quitte la banque pour rejoindre la Clinique des Champs-Élysées, une structure fondée par son père et spécialisée dans la chirurgie et la médecine esthétique.À l'époque, la clinique réalise environ 7 millions d'euros de chiffre d'affaires et la chirurgie domine encore largement le secteur.Tracy apporte une vision nouvelle.Très tôt, elle comprend que l'avenir passera par la data, le digital et l'expérience patient.Elle accélère le développement de la clinique en modernisant l'organisation grâce à la digitalisation des outils internes et l'introduction de la prise de rendez-vous en ligne.Un changement stratégique dans un secteur où consulter reste encore un sujet intime et discret.Aujourd'hui, la Clinique des Champs-Élysées compte 20 cliniques en France, avec une implantation internationale jusqu'à New York.Le groupe collabore avec plus de 100 médecins, emploie 250 collaborateurs et réalise près de 30 millions d'euros de chiffre d'affaires.La médecine esthétique représente désormais 95% de son activité, contre environ la moitié il y a une dizaine d'années.Mais cette croissance rapide s'accompagne aussi de nouvelles dérives.Selon Tracy, 20% des injections seraient réalisées par des non-médecins, les « fake-injecteurs ».Les réseaux sociaux et la réglementation française, plus stricte pour les médecins, favorisent ces pratiques non encadrées.Pour elle, la médecine esthétique reste avant tout de la médecine.Un acte qui demande formation, expérience et responsabilité, car derrière chaque intervention, il y a un patient, une histoire et une relation de confiance.Un épisode éclairant sur un secteur en pleine transformation, entre innovation médicale, entrepreneuriat et évolution de notre rapport au corps.Bonne écoute !===========================

SummaryIn this episode, Azim Nagree, head of M&A at Herringbone Digital, shares insights on building a successful origination engine, the importance of early and honest communication in M&A, and how agencies can prepare for sale by focusing on retention, growth, and profitability.TakeawaysOpen and honest conversations early in the process streamline deals.Retention rate of 80% is a key indicator of business health.Growth of 15-20% and EBITDA of 20-25% are desirable benchmarks.AI should improve core business metrics to add value.Founders should focus on building a strong foundation before sale.Chapters00:00 Introduction and Milestone Celebration01:10 Azim Nagree's Background and Herringbone's Focus05:42 Herringbone's Acquisition Strategy and Ideal Targets07:49 Relationship with Private Equity and Deal Support09:21 Lessons from Deal Experience and Early Communication13:43 Deal Origination Process and Tech Stack15:00 Defining the Prospect Universe and Narrowing the Buy Box16:33 Balancing Organic and Broker Deal Sourcing18:43 Assessing Seller Readiness and Valuation Expectations20:01 Using the 'Magic Number' to Evaluate Sellers23:57 The Triangle of Value: Retention, Growth, Profitability25:21 Evaluating EBITDA and Adjusted EBITDA28:57 Retention and Growth Benchmarks for Agencies29:59 The Leaky Bucket Problem in Agencies30:05 Identifying Signs of Retention Issues30:36 Impact of AI on Agency Valuation and Performance34:09 Common Mistakes Before Selling an Agency35:36 Advice for Founders Considering Exit36:47 Managing Communications with Potential Buyers39:51 Closing Remarks and Key TakeawaysConnect with Christian and AyeletAyelet's LinkedIn: https://www.linkedin.com/in/ayelet-shipley-b16330149/Christian's LinkedIn: https://www.linkedin.com/in/hassold/Web: https://www.inorganicpodcast.coIn/organic on YouTube: https://www.youtube.com/@InorganicPodcast/featuredConnect with Azim Nagree on LinkedInHerringbone Digital - https://herringbonedigital.com Azim Nagree on LinkedIn https://www.linkedin.com/in/azimnagree/ Hosted on Acast. See acast.com/privacy for more information.

Today,  we return to US domestic energy supply and private equity. The vibrancy of private capital markets launched the shale revolution and is now unlocking key bottlenecks in infrastructure as the US looks to meet the world's demand for LNG and domestic AI. Where is shale production today?  Are rumors of its demise overstated? Where is demand headed, particularly for natural gas? And how is private equity faring more broadly in a world of higher interest rates and other macro-economic headwinds? And what are the opportunities within energy and its infrastructure? Our guest is Jason Downie, Co-Founder and Managing Partner of Tailwater Capital, a private equity firm with over 6 billion in capital and a core focus on energy infrastructure. 

Jeff Drazan, Managing Partner at Bertram Capital and BluWave's 2026 Private Equity Innovator of the Year, explains how a technology-first operating model reshaped his transition from venture capital to private equity and became a durable competitive advantage. He details how Bertram Labs embeds software, data, and digital execution directly into diligence and value creation—well before the deal closes. Jeff also shares the investment principles that matter most today: large markets, strong margins, and customer trust. This episode lays out what modern private equity innovation actually looks like—hit play. Episode Highlights: 1:18 – From Princeton engineering and Bell Labs to venture capital on the West Coast 6:05 – Treating early career roles as paid fellowships, not permanent destinations 14:37 – Why technology was the missing link in traditional private equity models 16:25 – Founding Bertram Capital to bring digital transformation to lower-tech businesses 21:06 – Inside Bertram Labs: in-house software, data, and execution—not just advice 27:14 – Winning deals by fixing problems during diligence, not after closing 33:39 – The two non-negotiables: large TAMs and meaningful gross margins 48:45 – Why continuous innovation is the only sustainable edge in private equity To learn more about Bertram Capital, visit https://www.bertramcapital.com/ For details on BluWave's 2026 Top Private Equity Innovator Awards and Bertram Capital's recognition, visit www.bluwave.net/awards To discover more about Jeff Drazan, visit https://www.linkedin.com/in/jeffdrazan  

This week on Code WACK!, HEAL California's podcast on healthcare justice, we're digging into what happens when private investors buy hospitals and try to make them more profitable — and what that could mean for patient care. Guest: Dr. Renee Hsia (pronounced “Shaw”) — emergency physician at San Francisco General Hospital and Professor of Emergency Medicine and Health Policy at the University of California, San Francisco.

Allison Walsh welcomes Vivian Gonzalez, founder and CEO of Park Capital Search and Evergreen, for a powerful conversation about building a meaningful career through clarity, strategy, and self-belief. With more than two decades of experience in private equity and executive search, Vivian has helped organizations scale by placing the right leaders and creating systems that drive growth. But her journey into the industry didn't follow the typical Wall Street pipeline. Instead, it was shaped by persistence, networking, and a deep commitment to creating opportunities where none existed. As a Latina entrepreneur, mother, and business leader, Vivian brings a unique perspective to leadership and career growth. She shares how she navigated an industry where women represent only a small percentage of leadership roles, and why emotional intelligence, relationship-building, and integrity are powerful advantages in business. Throughout the conversation, Vivian and Allison explore how strategic thinking can transform career decisions, why chasing “shiny opportunities” can derail long-term success, and how learning to bet on yourself can unlock doors you never imagined possible. They also discuss manifestation, self-awareness, and the importance of reflection as a tool for personal and professional growth. Whether you're navigating a career transition, stepping into leadership, or building a path that doesn't follow the traditional blueprint, Vivian's story offers both inspiration and practical guidance for creating a career aligned with your purpose and long-term vision. To connect with Vivian: linkedin.com/in/vivian-gonzalez-5671783https://www.instagram.com/viviangonzalez.parkcapital Connect with AllisonJoin us for the SBSC Summit: https://www.shebelievedshecould.co/sbscsummitInterested in working together? Fill out this form.www.instagram.com/allisonwalshwww.shebelievedbook.comwww.allisonwalshconsulting.comSignature Course | Build Your Brand On DemandAccess The Impact Brand AcceleratorAccess From Podcast to PlatformBeauty Must-Haves!

In this episode of The Distribution, Brandon Sedloff sits down with Henry Steinberg, Global Head of EQT Real Estate, to discuss the evolution of one of the world's largest real estate investment platforms. Henry shares the story of his path into the industry, from consulting and business school to building a career in logistics real estate through Liberty Property Trust and Exeter Property Group before merging with EQT in 2021. The conversation explores how sector specialization, operational expertise, and scale have shaped EQT Real Estate's strategy today. Henry also explains how data, geospatial analytics, and AI are transforming investment decisions across global real estate markets. They discuss:• Henry's career journey from Arthur Andersen consulting to real estate investing• The history from Liberty Property Trust to Exeter Property Group and the merger with EQT• Why specialization in logistics real estate created a durable competitive advantage• How EQT uses geospatial data and analytics to evaluate acquisitions and development opportunities• Market outlook for logistics, student housing, and data centers across the US and Europe Links: EQT Real Estate - https://eqtgroup.com/real-estate Henry on LinkedIn - https://www.linkedin.com/in/henry-steinberg-5653ba223/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro(00:01:58) - Henry's background and career(00:15:31) - Liberty to Exeter origins(00:20:46) - Exeter growth and EQT merger(00:24:49) - Eqt platform and scale(00:26:26) - Real estate strategy mix(00:27:16) - Diversifying beyond logistics(00:27:44) - Living and logistics growth(00:31:17) - Scale through data and AI(00:39:10) - Geospatial data edge(00:43:52) - Student housing signals(00:46:14) - Logistics outlook US vs Europe(00:52:06) - Build or buy expansion

Today we are talking with Drew Wahlgren, Senior Vice President of Capital Markets at MAG Capital Partners. With more than $1.5B in Assets Under Management, MAG is a preeminent sponsor of industrial real estate. Their primary focus is single tenant sale leaseback, and they are now buying multi-tenant industrial assets as well as some operating businesses.www.magcp.com Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*The audio of this podcast is never generated by AI. However, some of the show notes and images may have been generated using AI tools.

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

This time on Code WACK!  What happens to staff and patients when private investors buy hospitals to make them more profitable? And why should this concern us all? To break it down, we spoke to Dr. Renee Hsia, an attending physician at San Francisco General Hospital and Trauma Center and a Professor of Emergency Medicine and Health Policy at the University of California, San Francisco. She's also Vice Chair of Health Services Research in the Department of Emergency Medicine, and a core faculty member of the Philip R. Lee Institute for Health Policy Studies. This is the first episode in a two-part series. Check out the Transcript and Show Notes for more!  Keep Code WACK! on the air with a tax-deductible donation.   

This time on Code WACK! What happens to staff and patients when private investors buy hospitals to make them more profitable? And why should this concern us all? To break it down, we spoke to Dr. Renee Hsia ( pronounced “Shaw”) an attending physician at San Francisco General Hospital and Trauma Center and a Professor of Emergency Medicine and Health Policy at the University of California, San Francisco. She's also Vice Chair of Health Services Research in the Department of Emergency Medicine, and a core faculty member of the Philip R. Lee Institute for Health Policy Studies. This is the first episode in a two-part series. Check out the Transcript and Show Notes for more! Keep Code WACK! on the air with a tax-deductible donation.

Welcome back to Season 9 of the Recovering Perfectionist Podcast!In this episode, Christine chats with our newest Dance Wellness Community Ambassador, Nina Fisher. Born in Ukraine, Nina moved to the Netherlands at the age of 10.  After high school she moved to one of the most international places; Monte Carlo where she graduated with a Masters of Science in Hedge Funds and Private Equity. She spent 15 years working in finance between Eastern Europe, the Middle East, the U.K (London) and Switzerland (Geneva) where she met her amazing husband Evan. They later moved to the U.S. where Nina became an attorney.Her life had absolutely nothing to do with dance, but one night Nina saw a video of Nino Dzneladze dancing the Paso Doble and she couldn't sleep that night. All she could think about was how Nino moved. As any attorney does, Nina did her research. She learned about International Latin and discovered her next inspiration: Anna Kovalova.Shortly thereafter Nina found her coach Slava Viskanov and started her dance journey at the age of 41. Now 9 months later she's at the studio 6 days a week. Dance has completely taken over her life and changed it for the better. She had the absolutely honor of training with the legendary Anna Kovalova and soon she will be training with the women, who with just one dance, changed her entire life: Nino Dzneladze.Nina's first competition was Hawaii Star Ball. The competition, the location, it was pure magic. She won everything including Best of the Best and did her first interview with SEN 1 Media. Little did she know what it meant winning Best of the Best because her next and only second competition would be Ohio Star Ball. She cried when she walked into that ballroom, it was overwhelming. Nina won Ohio. Apparently it was a big deal but all she could remember was how it made her feel dancing there. Then she flew to Vegas to compete at Holiday Dance Classic. Had the best time ever, met incredible dancers, met dancers that followed her journey on social media. She won again. Nina knows that consistent training has a lot to do with this but one judge told her that her passion for dance shows and that's just as important.But Nina is still at the very early stages of her journey and she has a lot to learn. Some say she's delusional thinking she could be this incredible dancer considering she started at 41, some say she's obsessed, but Nina says: “I found my true calling and I consider myself extremely lucky because some people never find it.”DANCE WELLNESS COMMUNITY:Join us in the INNER CIRCLE:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dancewellnesscommunity.com⁠⁠⁠⁠⁠⁠⁠CONNECT WITH NINA:https://www.instagram.com/dancing_with_nina_/CHRISTINE BAR NOEL:All The Things! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://beacons.ai/christinebarnoel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/recoveringperfectionistpodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/dancewellnesscommunity

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).

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

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.

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

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

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    

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.

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.