Podcasts about Private equity

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Best podcasts about Private equity

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Latest podcast episodes about Private equity

The Game Changing Attorney Podcast with Michael Mogill
482. AMMA — Navigating Private Equity, AI, and Team Dynamics

The Game Changing Attorney Podcast with Michael Mogill

Play Episode Listen Later Jul 23, 2026 22:41


What happens when your industry gets flooded with outside capital, your team won't match your effort, and AI is rewriting the rules overnight? In this special live AMMA episode of The Game Changing Attorney Podcast, Michael Mogill takes unfiltered questions from law firm owners at the SELECT retreat, covering everything from team motivation to private equity to AI's impact on legal marketing. From why intrinsic drive can't be taught to how to position your firm for a future shaped by PE consolidation, this AMMA is a rapid-fire masterclass in leadership, strategy, and building something worth owning. Here's what you'll learn: Why intrinsic drive can't be coached, and what to do when your team doesn't have it How private equity is reshaping legal, and why the middle of the market is the most dangerous place to be What it takes to attract premium clients through brand, not volume The firms that win from here aren't the hardest working, they're the ones nobody can afford to ignore. (00:00:00) Introduction (00:02:05) Motivating your team (00:04:30) We no longer coach effort (00:05:25) PE and the future of law firms (00:07:30) The MSO model (00:08:54) Marketing for niche practices (00:10:14) The James Sexton playbook (00:12:20) AI, layoffs, and your team (00:14:45) AI as a growth lever (00:16:28) Should you pursue an MSO? (00:18:25) There is no easy money (00:19:41) Run your own race ---- Links & Resources: Morgan & Morgan James Sexton David Goggins Can't Hurt Me by David Goggins Ken Rideout John Foy & Associates Andrew Huberman Atlanta Tech Village David Cummings ---- Learn what sustainable growth can look like for your firm at crispcoach.com. ---- Do you love this podcast and want to see more game changing content? Subscribe to our YouTube channel. ---- Past guests on The Game Changing Attorney Podcast include David Goggins, John Morgan, Alex Hormozi, Randi McGinn, Kim Scott, Chris Voss, Kevin O'Leary, Laura Wasser, John Maxwell, Mark Lanier, Robert Greene, and many more. ---- If you enjoyed this episode, you may also like: 456. AMMA - Why It's Your Fault If Your Team Isn't Performing 377. AMMA - Market Chaos: How to Not Just Survive, But Thrive 345. AMMA - The AI Advantage: What to Automate, What to Keep Human, and How to Stay Ahead

Capital Record
Episode 312: Michaels and the Gift of Private Equity

Capital Record

Play Episode Listen Later Jul 23, 2026 17:37


Critics of private equity love to cite obscure or outlier stories of companies that failed and had private equity investment as some sort of proof for the evil of private equity. The arguments are as financially cogent as they are honest, which is to say, they are idiotic and riddled with lies. But in addition to the lies the Elizabeth Warren class tell about private equity all the time are the clear and obvious counterfactuals to their hideous narrative that they purposely ignore. Today, we are going to not ignore one such case. We are going to tell the story of Michaels, and explain why private equity derangement syndrome has to ignore this case, and the 90 percent-plus of other examples just like it. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sarah and Vinnie Full Show
Hour 4: Olivia Rodrigo Gets Into Private Equity

Sarah and Vinnie Full Show

Play Episode Listen Later Jul 22, 2026 29:34


Send us your problems! Badadvice973@gmail.com. The gang is joined this hour by Alycia from SAG-AFTRA. PSA 80s bands: Don't play your new stuff tonight at Totally Tubular. Let's talk about Olivia Rodrigo and her rumored new boyfriend. Ella Langley is still kicking it at #1. Many people are opting for smaller weddings - like incredibly small. Plus, How Old Is That Guy?

Morning Joe
Pentagon: almost 100 troops injured in recent weeks

Morning Joe

Play Episode Listen Later Jul 21, 2026 35:58


July 21, 2026: 8am — Pentagon: almost 100 troops injured in recent weeks To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Unchained
How Lyn Alden Will Take on Bitcoin DATs and Private Equity With Orange Juice

Unchained

Play Episode Listen Later Jul 21, 2026 54:15


Lyn Alden raised $40M to launch Orange Juice, a holding company that buys cash-flowing businesses and layers Bitcoin on top, not another pure-play treasury bet. ======================================================== Thank you to our sponsor! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cape⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at cape.co/unchained (use code: UNCHAINED). ======================================================== Lyn Alden just raised $40 million to launch a Bitcoin-backed holding company that skips the trade most of crypto is chasing. Rather than build another pure-play Bitcoin treasury stock, Orange Juice buys cash-flowing, unglamorous businesses and layers a Bitcoin treasury on top at the parent-company level. Lyn Alden, cofounder of Orange Juice and a partner at Ego Death Capital, frames it as a countercyclical alternative to procyclical treasury companies, and she does not spare Strategy from criticism. She compares Orange Juice's structure to Berkshire Hathaway and argues Strategy let its dollar reserve fall too far, weighing in as Laura invokes Michael Saylor's 'sell a kidney' line and STRC's slide to near $85 against its $100 target. She also addresses BIP-110's inscription debate and Bitcoin's quantum computing threat, questioning whether the community's resistance to change is a strength or a liability. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Host / Unchained Guests: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Lyn Alden - Cofounder of Orange Juice and Partner at Ego Death Capital Timestamps

WSJ Minute Briefing
Novo Nordisk Sues Rival Eli Lilly Over Weight-Loss Ads

WSJ Minute Briefing

Play Episode Listen Later Jul 21, 2026 1:41


Plus: Carl Icahn's company agrees to sell auto-service chain Pep Boys. And Ukraine strikes a deal with defense company BAE Systems to manufacture howitzers locally. Alex Ossola hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

WSJ Minute Briefing
Chip Stocks Lead U.S. Markets Higher

WSJ Minute Briefing

Play Episode Listen Later Jul 21, 2026 1:41


Plus: Oil tops $90 a barrel as Middle East conflict continues. And shares of Utz Brands soar after the snack-food maker agrees to go private. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

FINANCE Podcast
Value Creation bei Private Equity: Wie Triton echten operativen Mehrwert schafft (Gast: Andi Klein, Triton)

FINANCE Podcast

Play Episode Listen Later Jul 21, 2026 14:33


Value Creation ist das Schlagwort der Stunde im Private-Equity-Geschäft – doch hinter dem Begriff steckt mitunter mehr Marketing als Substanz. Nicht so bei Triton: Der Private-Equity-Investor hat seit 2007 eine eigene Einheit, die für operative Wertsteigerungsmaßnahmen bei den Portfoliounternehmen zuständig ist. „Unsere Accelerator Unit besteht aus über 60 Spezialisten, die nur für uns arbeiten und auch auf unserer Payroll sind“, erläutert Andi Klein, Managing Partner bei dem Finanzinvestor, im Gespräch mit FINANCE TV.Das erwartet Sie in diesem Talk:Wie Tritons Accelerator Unit aufgestellt ist und mit den Beteiligungen zusammenarbeitetWie es Triton mit dem Value-Creation-Team geschafft hat, über mehrere Beteiligungen hinweg jährlich eine halbe Million Euro an Leasingkosten einzusparenWarum Triton trotz hauseigener Value-Creation-Unit weiterhin auf externe Berater setztWie Künstliche Intelligenz und psychometrische Tests zur Value Creation beitragenDie Gesprächsteilnehmer:Host: Olivia Harder (FINANCE Magazin)Gast: Andi Klein (Managing Partner, Triton)Hinweis: Dieser FINANCE TV-Talk entstand in Kooperation mit Triton._________________________________________Bei FINANCE TV ist die Finanzwelt im Gespräch! Jede Woche erwarten Sie hier exklusive Interviews mit CFOs, führenden Bankern und Experten aus Corporate Finance. Wir unterhalten uns über alles, was Finanzentscheider wissen müssen: von M&A und Finanzierung bis hin zu Private Equity, Wirtschaftsprüfung, Karriere, Gehalt und aktuellen Finanzskandalen. Kompakt, direkt und auf den Punkt! Mehr Infos gibt es hier: https://www.finance-magazin.de/tv/

Fitness + Technology
Private Equity Trends Shaping The Fitness Industry With Jeremy Hirsch

Fitness + Technology

Play Episode Listen Later Jul 20, 2026 26:15


In this episode of the Fitness + Technology Podcast, Bryan O'Rourke welcomes Jeremy Hirsch, Head of Franchise & Multi-Unit Services at Houlihan Lokey, a leading global investment bank. Houlihan Lokey is recognized for providing independent strategic and financial advice to corporations, financial sponsors, and governments, with expertise spanning mergers and acquisitions, capital solutions, financial restructuring, and valuation advisory services. In this conversation, Bryan and Jeremy explore the latest trends shaping private equity, mergers and acquisitions, and strategic business decision-making across the fitness, wellness, and franchise industries. Check out FIT-C's 2026 Digital Pulse Report: https://www.amazon.com/dp/B0GTV2QT18 Learn more about Fitness Brazil 2026: https://www.fitnessbrasil.com.br/fitness-brasil-expo-2026/ One Powerful Quote: 21:08: "Data is the key to unlocking value." 4-10 Bullet Points (w/ timestamps) - Highlighting key topics discussed: 3:48: Jeremy shares his background in investment banking and the fitness industry. 7:40: Jeremy discusses the key trends driving mergers and acquisitions. 9:20: The conversation explores the industry's shift toward premium-value business models. 11:36: Jeremy explains how strength training, pilates, and other wellness modalities are influencing investment activity and deal flow. 16:17: Jeremy discusses how evolving consumer fitness habits are shaping broader business decisions. 18:13: Jeremy explains how technology stacks are evolving and how operators are rethinking customer relationship management (CRM) systems. 21:03: Jeremy closes by sharing his advice and key takeaways for industry leaders. Bullet List of Resources: https://hl.com/ Guest Contact Information: https://www.linkedin.com/in/jeremy-hirsch-b739b113/ https://www.bryankorourke.com/ https://www.linkedin.com/in/bryankorourke/ http://www.fittechcouncil.org/ https://www.youtube.com/user/bko61163 

The Upper Hand: Chuck & Chris Talk Hand Surgery
Practice Types and Private Equity: A discussion with Kathleen McKeon

The Upper Hand: Chuck & Chris Talk Hand Surgery

Play Episode Listen Later Jul 19, 2026 34:41 Transcription Available


Chuck and Chris welcome Kathleen McKeon as our guest to discuss practice types, including: academicprivatePE-backed privatean employed positionsDr. McKeon has personal experience with PE and shares insights for us all to consider.  We also learn a bit about her personal journey joining a well-known sports practice and succeeding in a "privatademic" environment. Dr. McKeon references Ben Schwartz' Substack called 'The Surgeon's Record' as a great resource.See www.practicelink.com/theupperhand for more information from our partner on job search and career opportunities.The Upper Hand Podcast is sponsored by Checkpoint Surgical, a provider of innovative solutions for peripheral serve surgery. To learn more, visit https://checkpointsurgical.com/.As always, thanks to @iampetermartin for the amazing introduction and concluding music.For additional links, the catalog.  Please see https://www.ortho.wustl.edu/content/Podcast-Listings/8280/The-Upper-Hand-Podcast.aspx

The Dream
How Is Private Equity Legal?

The Dream

Play Episode Listen Later Jul 17, 2026 40:42


"How is this legal?"That question has been haunting host Jane Marie since the day she started researching Multi Level Marketing seven years ago. Since then, it feels like every company, industry or product she looks into is a scam. Let's be clear, they often are.This week, she stares straight into the Ivy League Bro eyes of private equity, looking for an answer to that same simple question that's been pin-balling around her brain for seven years.Comic, writer, podcaster (and more!) Meredith Lynch has been following private equity money for years and this week she and Jane will try to untangle the mess this shady industry has made of pretty much everything it's touched. It's coming for all of us. We might as well try to understand what the hell it is.Find Meredith at:https://www.meredithlynch.com/IG & TikTok: @meredithmlynch Hosted on Acast. See acast.com/privacy for more information.

Acquisitions Anonymous
Why Most Private Equity Pitch Decks Miss the Point

Acquisitions Anonymous

Play Episode Listen Later Jul 17, 2026 39:35


In this episode the hosts break down exactly how they evaluate private investment opportunities as limited partners, revealing what makes them say yes—or pass—on search funds, business acquisitions, and real estate deals.Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.Looking to build a professional website in minutes? Try Wix: https://wix.pxf.io/c/6898629/3115214/25616?trafcat=templateHubSpot is the backbone for how businesses scale without chaos. Try them out here: https://go.try-hubspot.com/OeG9VrSubscribe for more episodes: https://www.youtube.com/@AcquisitionsAnonymousPodcast?sub_confirmation=1Subscribe to our Newsletter: https://www.acquanon.com/newsletter

Beurswatch | BNR
President Trump gaat beleggers voorkennis verkopen

Beurswatch | BNR

Play Episode Listen Later Jul 17, 2026 23:25


We dachten dat we alles al gezien hadden. Niet dus! Truth Social, het socialmediabedrijf van president Trump, gaat snellere toegang tot berichten van Trump verkopen. Dat betekent dat handelaren sneller informatie van de president kunnen verwerken dan concurrenten. Informatie die de koers van aandelen, maar ook de olieprijs vaak heeft beïnvloed. Zo bleek uit onderzoek al dat Trump minstens twintig bedrijven heeft gepromoot op Truth Social, net nadat hij er zelf een belang in had genomen. In sommige gevallen kondigde hij overheidsbeleid aan dat gunstig uit kon pakken voor die bedrijven. Het ging onder meer om autobouwer Tesla, chipmaker Nvidia en spijkerbroekenmerk American Eagle. Deze aflevering kijken we wat deze nieuwe dienst betekent voor de beurshandel. Het idee is dat flitshandelaren hiervan gebruik gaan maken, we zoeken uit of het Nederlandse Flowtraders hiervan gaat profiteren. Hebben we het ook uitgebreid over Netflix. Dat stelt teleur. De omzet en winst zijn de komende tijd minder dan waarop analisten en beleggers rekenden. Ze maken zich zorgen over de groei van de grootste streamer van de wereld. Die lijkt er nu wel echt uit. Ook komt Netflix met een opvallende stap: het wil minder vertellen over het kijkgedrag van hun klanten. Waardoor Netflix (weer) minder transparant wordt. Verder hoor je deze aflevering meer over ASML. Dat geeft bijna een miljard uit aan cadeaus voor het personeel. Ook komt Adyen voorbij. Moeten zij nu ook op overnamepad, nu hun grootste concurrent op overnamejacht is? En je hoort over Viaplay. Dat boekt voor het eerst in heel veel kwartalen weer eens winst! Te gast: Errol Keyner van de Vereniging van Effectenbezitters BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Acquisitions Anonymous
Why Most Private Equity Pitch Decks Miss the Point

Acquisitions Anonymous

Play Episode Listen Later Jul 17, 2026 39:35


In this episode the hosts break down exactly how they evaluate private investment opportunities as limited partners, revealing what makes them say yes—or pass—on search funds, business acquisitions, and real estate deals.Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.Looking to build a professional website in minutes? Try Wix: https://wix.pxf.io/c/6898629/3115214/25616?trafcat=templateHubSpot is the backbone for how businesses scale without chaos. Try them out here: https://go.try-hubspot.com/OeG9VrSubscribe for more episodes: https://www.youtube.com/@AcquisitionsAnonymousPodcast?sub_confirmation=1Subscribe to our Newsletter: https://www.acquanon.com/newsletter

Talking Real Money
Overdone Models?

Talking Real Money

Play Episode Listen Later Jul 16, 2026 35:37 Transcription Available


What exactly is a model portfolio—and should you trust one with your retirement?Tom and Don explain why professionally designed model portfolios can improve consistency and reduce advisor bias, but also why investors should be wary as firms like Morningstar begin adding private equity, private credit, and other alternative investments to traditional portfolios.00:12 What is a model portfolio?02:11 Why advisors should use investment models03:31 Morningstar's new private market portfolios05:20 Liquidity problems with private investments07:27 The high cost of private equity08:12 “Persistent inflation” claims examined10:49 Why Wall Street wants retirement assets12:23 Listener questions begin14:17 AUM vs flat-fee vs hourly advisors21:22 Do ETF expense ratios add together?23:21 Roth IRA income limits and backdoor strategy27:44 BrokerageLink inside a 401(k)31:00 Costco, avocado oil, and gas pricesQuestions? Comments? Click!

The Aerospace Executive Podcast
What Private Equity Really Demands From Leaders w/ Maxwell Salazar

The Aerospace Executive Podcast

Play Episode Listen Later Jul 16, 2026 44:21


Private equity is no longer a small corner of the market that only dealmakers, investors, and portfolio executives need to understand. It is becoming one of the defining forces in business. More industries are being consolidated. More founder-led companies are being acquired. More executives are being recruited into PE-backed environments. And more leaders are finding themselves operating under a very different set of expectations, timelines, pressures, and performance standards than the ones they were trained for. That means the old “private equity is not my world” mindset is getting harder to maintain. You may sell your company to private equity. You may go work for a PE-backed business. You may be hired to lead one. Either way, it is becoming increasingly important to understand what this environment actually requires. Because private equity is not just a financial model. It is an operating environment. And in that environment, leadership gets tested quickly. The old playbook of buying a business, adding leverage, cutting costs, and exiting quickly is no longer enough. In today's market, value has to be built. Leaders have to move fast without breaking the business. Founders have to navigate the shift from owner to employee. Boards have to apply pressure without creating misalignment. And executives have to prove they can create measurable results without relying on the systems, resources, and support structures they may have had in larger companies. In this episode, I'm joined by Maxwell Salazar, founder of Salazar Leadership Advisory. We talk about what private equity is really demanding from leaders today, what it takes to succeed in a PE-backed environment, why traditional executive hiring signals can be misleading, and how founders, boards, and operators should think about leadership in a market where private equity is no longer the exception; it is becoming part of the business landscape. What You'll Discover In This Episode Why private equity is becoming a reality founders, executives, advisors, and operators need to understand How PE-backed environments differ from traditional corporate leadership roles Why the old private equity playbook of leverage, cost-cutting, and quick exits is no longer enough What leaders need to understand before stepping into a PE-backed company Why self-awareness, adaptability, and accountability matter so much under private equity pressure How founders can struggle with the shift from owner to employee after a transaction Why founder transitions are often emotional and psychological, not just operational How leaders can move quickly without triggering resistance inside the business Why boards need to be clear about the mandate before hiring a CEO, COO, CFO, or CRO What companies should actually assess for when choosing leaders for PE-backed environments Why prior PE experience, impressive logos, or successful exits can create false confidence How to tell the difference between someone who managed inside a system and someone who can build in a more ambiguous environment Why the best PE-backed leader may not always be the most charismatic or obvious candidate How board dynamics can either support an operator or make the role harder than it needs to be Why private equity can be one of the best environments for leadership growth, but only for people who understand the pressure, pace, and trade-offs involved.   About the Guest Maxwell Salazar is the founder of Salazar Leadership Advisory, where he helps private equity firms make better leadership decisions across their portfolio companies. A business psychologist by training, Maxwell evaluates C-suite leaders, surfaces culture and execution risk, and helps investors understand whether the people they are hiring are equipped to lead through pressure, ambiguity, board scrutiny, and operational change. Before launching his advisory practice, Maxwell served as Head of Executive Assessment at AlixPartners, advising clients across hedge funds, investment banks, and PE-backed companies ranging from $100 million businesses to multibillion-dollar enterprises. In his work, Maxwell focuses on the human side of value creation: how leaders perform when the market shifts, the strategy meets resistance, or the boardroom pressure starts to rise. He helps investors and leadership teams look beyond pedigree, charisma, and past titles to better understand self-awareness, accountability, adaptability, culture fit, and the trade-offs that determine whether an executive can succeed in a private equity-backed environment. Connect with Maxwell on LinkedIn.     About Your Host Craig Picken is an Executive Recruiter, writer, speaker, and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers, and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years' experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women's Association, and SOCAL Aviation Association.   Resources For more aerospace industry news & commentary: https://craigpicken.com/insights/. To learn more about Craig Picken, visit https://craigpicken.com/.

Poe Group Advisors' Podcast
What Private Equity Means for Small and Midsize CPA Firms | Rebekah Brown Olson

Poe Group Advisors' Podcast

Play Episode Listen Later Jul 16, 2026 29:35


Rebekah Brown Olson didn't plan to lead a state CPA society. A single leadership assessment during a firm training session reframed how she saw her own strengths, and thirteen years later she's the CEO of the Maryland Association of CPAs, connecting firm leaders across the profession every day. In this conversation, Brannon Poe talks with Rebekah about what's really driving change in accounting right now, and why she believes community, not information, is what separates firms that thrive from firms that struggle.Rebekah shares an encouraging read on the student pipeline, pointing to strong turnout and impressive second-career candidates at a recent University of Maryland accounting graduation event. She also walks through her theory on where private equity is headed: a barbell shaped profession, with large firms formed through consolidation on one end and a new wave of small, independent firms on the other, as CPAs who leave newly acquired environments choose to build something of their own.For firm owners thinking about their own exit, Rebekah's advice centers on two habits: treating strategy as something to revisit constantly rather than a plan that sits on a shelf, and involving the people around you early, since real alignment comes from letting your team weigh in on where the firm is headed.The Conversation Covers:How a leadership assessment redirected Rebekah's entire career pathWhy community may be the biggest differentiator for CPA firms over the next decadeHow private equity could reshape the profession into a barbell-shaped structureWhy small firms are positioned to specialize and move faster than larger competitorsHow involving your team early creates real strategic alignment ahead of a transitionWhy choosing the right private equity partner matters more than the deal itselfRebekah closes with a story from her college years at Ohio State, working as a football field manager during a live scrimmage, that ties back to the same theme running through the whole conversation: what it looks like when a community shows up for someone.This Episode Is For:Firm owners curious about how community and connection shape long-term successLeaders ready to think through a 5 to 10 year exit and succession planPractitioners wondering how private equity might change hiring, retention, and cultureAnyone interested in how small firms can compete through specialization and speedBook Recommendation:The Upside of Stress: Why Stress Is Good for You, and How to Get Good at It by Dr. Kelly McGonigal Amazon linkTimestamps:00:00 - Brannon Poe intro and podcast welcome 00:14 - Introducing Rebekah Brown Olson, CEO of the Maryland Association of CPAs 00:57 - How a quarter-life crisis and a leadership assessment changed Rebekah's career path 01:41 - From CPA firm senior to curriculum developer at the Maryland Association of CPAs 03:12 - Working part time, then full time, then becoming CEO three years ago 04:02 - What Brannon and Rebekah share: burning out of public practice and finding a better fit 04:45 - What Rebekah gets to do now: advocate for the profession and connect people across it 05:06 - The big picture view: what the Maryland Association of CPAs CEO is seeing right now 05:31 - Why getting good at change is the most important capability for any accounting firm 06:00 - Why community is the competitive advantage when complexity and change accelerate 06:34 - Why you can't know everything but you can know a lot of people 07:19 - Recruiting new students: are the numbers moving and what kind of students are coming in 08:15 - Why the pipeline alarm is starting to work and what recent graduation events are showing 08:40 - Accounting as a stable major during economic uncertainty 09:07 - What the new wave of accounting students looks like: different backgrounds, strong leaders 09:30 - Retention: are people staying in the profession better than they used to? 10:01 - The historical reality of planned attrition in CPA firm hiring 10:45 - The move from public to private still happens but may be slowing 11:10 - Brannon's theory on PE-driven salary increases and the poaching risk that comes with it 11:37 - Why starting salaries in accounting need to keep rising to compete for talent 12:00 - How private equity is creating a barbell-shaped profession 12:40 - What the disappearance of the midsize CPA firm looks like and why it matters 13:29 - How small firms can win through specialization and speed on technology 14:25 - What Rebekah would tell a CPA firm owner who is 5 to 10 years from an exit 15:17 - Why a 5 to 10 year plan has to be iterative, not static 15:43 - Involving your team in strategy: why it changes buy-in, retention, and execution 16:08 - The Business Learning Institute and working with small to midsize firms on strategy 16:32 - Why the best insight sometimes comes from the person scheduling client appointments 17:53 - Vision casting as a retention tool: why people stay when they know where the firm is going 18:45 - What happens when someone is not bought in: it's okay, not every culture fits every person 18:56 - What Maryland Association of CPAs members are saying about private equity and succession planning 19:25 - The top-level conversation: are we picking the right PE partners? 20:06 - The case for remaining independent and why different firm models are healthy for the profession 20:50 - What non-decision-makers feel about PE: caution, valid concerns, and fear of change 21:17 - Why settling on a PE buyer too soon is one of the biggest risks in a sale process 21:42 - Why every PE firm is different and why comparative analysis matters more than people realize 22:23 - Football story: handing the ball to Troy Smith and getting tackled by Ted Ginn Jr. 25:17 - What the experience after the tackle taught Rebekah about community showing up for people 26:45 - Book recommendation: "The Upside of Stress" by Dr. Kelly McGonigalDownload 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

Personal Injury Marketing Mastermind
459. When Clients Become “Inventory”: How Private Equity Is Reshaping the Legal Industry

Personal Injury Marketing Mastermind

Play Episode Listen Later Jul 15, 2026 14:43


The biggest shift happening in the legal industry isn't AI—it's ownership. As more law firms and legal vendors take on private equity investment, the incentives behind how businesses operate are quietly changing. In this solo episode, Chris Dreyer, CEO of Rankings.io, shares his perspective on the growing influence of private equity throughout the legal industry. Drawing on years of working with personal injury firms, he explains why founder-led businesses often operate differently, how institutional knowledge disappears after acquisitions, and what happens when firms begin to view clients as inventory instead of people. You'll learn: Why founder-led businesses create a different client experience than private equity-backed companies. What AI search means for the future of law firm marketing and SEO. Why strategic content assets outperform high-volume content production. How month-to-month agency contracts create greater accountability and faster client results. We help elite personal injury firms turn their marketing into qualified opportunities and high-value signed cases. Check us out at Rankings.io. Like what you hear? Hit Subscribe! We do this every week. If you want to keep learning from the best voices in PI, join us at PIMCON 2026. Buy your tickets now! Subscribe to our newsletter and get the freshest news every Monday: newsletter.rankings.io Get Social! Personal Injury Mastermind w/ Chris Dreyer powered by Rankings.io is on Instagram | YouTube | TikTok

WSJ Minute Briefing
Stripe and Private-Equity Firm Advent Make Takeover Bid For PayPal

WSJ Minute Briefing

Play Episode Listen Later Jul 15, 2026 2:22


Plus: BlackRock has become the first investment firm to manage more than $15 trillion in assets. And Trump reverses ICE's decision to suspend traffic stops. Alex Ossola hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Business of Doing Business with Dwayne Kerrigan
148: Brian Will: Don't Sell to Private Equity Without This

The Business of Doing Business with Dwayne Kerrigan

Play Episode Listen Later Jul 15, 2026 64:20


Most business owners think getting a call from private equity is the finish line. Brian Will says that's exactly when you're most at risk. In Part 2, Brian delivers the frameworks that took him three exits and decades of hard lessons to build — from the five keys to success (which are also the five keys to failure) to what private equity firms will do to your earn-out if you're not paying attention. In this episode: The five keys to success — and why every single one is also a key to failure Why your business is not your product — it's the business inside the business: marketing, data, systems, and the ability to put any product through a machine that finds customers and converts them The private equity playbook most sellers never see coming: how an $80 million deal became $60 million, why earn-out structures based on EBITDA are almost always a trap, and why you must never let a PE firm take over your accounting Brian's AI workflow — three screens, three AI models (Gemini, ChatGPT, and Claude, which he calls Jake, Elwood, and Jeff), and the one prompt he uses to make sure they challenge him Why you should stop chasing advice from billionaires — and find someone exactly ten steps ahead of you, fresh out of the game, who's made mistakes at your level recently enough to still remember what they felt like Living Forever AI: Brian's current startup building interactive AI twins for personal legacy, professional use, and homeschooling — and why he's bootstrapping it while competitors have raised $20 million. Episode Highlights:00:00 - Escape the Commodity Trap 00:30 - Podcast Intro and Setup 01:30 - Five Keys to Success 01:50 - Key One Strong: Why 02:25 - Keys Two and Three 04:38 - Key Four: Check Ego 05:25 - Key Five: Master P&L 07:33 - KPIs and Pattern Forecasting 09:54 - Pricing and Testing 13:14 - Business Is a Data Game 14:59 - AI for Financial Analysis 16:49 - Living Forever AI Twins 20:37 - Experience Meets AI 23:56 - AI Jobs and Media Fear 29:36 - Why Start at 60 31:07 - Proving It Again 31:52 - Builder Not Manager 32:43 - Exit Strategy Reality 34:51 - Private Equity Earnouts 39:43 - How PE Rollups Work 44:02 - Structuring Safer Earnouts 45:44 - Post Acquisition Lessons 49:52 - Business Beyond Product 55:28 - Using AI As Advisors 57:52 - Stop Chasing Billionaires 01:00:49 - Final Advice And Wrap Resources mentioned: Dropout Multimillionaire, No: The Psychology of Sales and Negotiations, The Invisible Multimillionaire, I Give the Dumb Kids Hope — Brian Will's books Living Forever AI — Brian Will's current company: https://livingforeverai.com/ brianwillmedia.com — Brian Will's website ChatGPT, Gemini, and Claude — Brian's three AI models, running simultaneously for business planning and analysis The 7 Habits of Highly Effective People — Stephen Covey Quotes: “ If you are a commodity business, the only way for you to win is to chase pricing down to the bottom until you can't make money.” - Brian Will “ I did a company, literally 32 marketing channels, and when I did the analysis, nine of those channels were unprofitable. Nine. And they represented 20% of their spend, their marketing spend.” - Brian Will “ And at some point, I started questioning me. I've been doing this consulting thing and telling people what to do for 20 years. I wonder if I actually know what I'm talking about.” - Brian Will “ Wherever you feel, you know, some angst around something, and this could be anywhere in your life, I think it's really important that you lean into it and realize that that angst is, is not there for you to pull back from anything. It's actually for you to lean into something, and there's something that you don't yet know.” - Dwayne Kerrigan “ Stop chasing the advice of billionaires, because they can't help you.” - Brian Will About Brian Will: Brian Will is a serial entrepreneur, two-time Wall Street Journal bestselling author, and business consultant who has founded or co-founded ten companies across four industries, with combined valuations exceeding half a billion dollars. He is a two-time TEDx speaker and the author of four books including Dropout Multimillionaire and No: The Psychology of Sales and Negotiations. Currently, Brian is the CEO of Living Forever AI and runs a coaching and consulting practice helping entrepreneurs master the core metrics, sales systems, and processes that drive sustainable growth. Connect with Brian Will: https://brianwillmedia.com/ Connect with Dwayne Kerrigan Facebook Instagram Linked In Website Disclaimer: The views, information, or opinions expressed by guests during The Dwayne Kerrigan Podcast are solely those of the individuals involved and do not necessarily represent those of Dwayne Kerrigan and his affiliates. Dwayne Kerrigan or The Dwayne Kerrigan Podcast is not responsible for and does not verify the accuracy of any of the information contained in the podcast series. The primary purpose of this podcast is to educate and inform. Listeners are advised to consult with a qualified professional or specialist before making any decisions based on the content of this podcast.

Inside the Strategy Room
312. Improving private equity exit prospects

Inside the Strategy Room

Play Episode Listen Later Jul 15, 2026 47:59


In today’s tougher exit environment, private equity firms are facing longer holding periods, valuation gaps, and increased pressure to return capital. Kai Vollhardt and Jelena Bauer are joined by Christian Habrich and Frederyk Schroeder as they unpack their latest article on how to drive successful exits. They share strategies that top-performing firms use to improve exit outcomes and turn preparation into premium valuations, including how to translate AI potential into a credible value story. Related Insights Beating the odds: How private equity firms can improve exit prospects Global Private Markets Report 2026 Private equity 2026 outlook: Clearer view, tougher terrain Unlocking full potential: Five practices reshaping PE value creation Transforming value creation in private equity portfolio companies (podcast) The coming wave of business transfers (podcast) What every CEO can learn from private equity (podcast) Support the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

Beurswatch | BNR
ASML in de clinch met eigen klanten? 'Prijzen van machines gaan omhoog'

Beurswatch | BNR

Play Episode Listen Later Jul 15, 2026 24:37


ASML heeft een extreem goed kwartaal achter de rug. De omzet steeg met 21 procent, de winst ging met 26 procent omhoog. Beide veel beter dan gedacht. Maar belangrijker, voor de tweede keer dit jaar gaat de omzetverwachting omhoog. Ook die verhoging was niet verwacht. Met al dat goede nieuws zou je denken: het aandeel gaat door het dak. Aanvankelijk leek het erop. Aan het begin van de beurshandel stond het aandeel zo'n 7 procent hoger, maar de koers zakte als een oude onderbroek. Deze aflevering kijken we waar dat pessimisme vandaan komt. Ook lopen we uitgebreid door de cijfers en de verwachtingen heen. Je hoort meer over het opschalen van de productie, over de orders en over de mogelijke aandelensplitsing. Gaat het ook over Stripe, de betaalverwerker. Dat is een Amerikaanse concurrent van Adyen die groeit door overnames. Nu willen ze de grootste overname uit hun geschiedenis doen: voor ruim 50 miljard het kwakkelende PayPal opkopen. Het lijkt een bedreiging voor Adyen, maar toch gaat dat aandeel opvallend goed op het nieuws. De Zuid-Koreaanse beurs komt ook langs. De beurs doet het dit jaar erg goed, maar heeft ook wat manische periodes. De koers schommelt nogal. Het gaat zo hard dat zelfs de president van het land ingrijpt! Te gast: Jordy Beuving van De Aandeelhouder BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

The Show on KMOX
Hour 2: John Rooney, Scott MacFarlane, and the Rise of Private Equity

The Show on KMOX

Play Episode Listen Later Jul 15, 2026 38:43


John Rooney joins Chris and Amy to discuss Jordan Walker's Home Run Derby breakout and the Cardinals' second-half outlook. Scott MacFarlane breaks down Supreme Court security, DOJ developments, and President Trump's latest foreign policy moves. Plus, Chris and Amy discuss private equity's growing influence, streaming trends, and why classic content continues to outperform new releases.

Future of HR
“What Private Equity Knows About Talent That Most Companies Miss”, David Cohen, Partner, Human Capital at Kelso

Future of HR

Play Episode Listen Later Jul 14, 2026 37:04


How does human capital create value in private equity?What does it take to be a successful HR leader in private equity?My guest on this episode is David Cohen, Partner, Human Capital at KelsoDuring our conversation David and I discuss:Why the role of the human capital partner in private equity is to unlock value through people, not to run HR for the firm itself.What is takes to be successful as a CHRO in a private equity backed company.Why human capital value creation comes down to org design, the right people in the right seats, and senior team performance.How the "bullseye" model helps identify the right senior leader for a PE-backed company.Why breadth of experience matters more than titles in your 20s and 30s.Connecting with David Cohen: Connect with David Cohen on LinkedInEpisode Sponsor: Next-Gen HR Accelerator - Learn more about this best-in-class leadership development program for next-gen HR leadersHR Leader's Blueprint - 18 pages of real-world advice from 100+ HR thought leaders. Simple, actionable, and proven strategies to advance your career.Succession Planning Playbook: In this focused 1-page resource, I cut through the noise to give you the vital elements that define what “great” succession planning looks like.

HALO Talks
Episode #606: Building Planet Fitness-Joe Pepe Jr. on Family Legacy, Private Equity, and Scaling Fitness Clubs

HALO Talks

Play Episode Listen Later Jul 14, 2026 30:55


In this episode, we sit down with Joe Pepe Jr., CEO of IGNITE Fitness Holdings, one of the largest Planet Fitness area developers and a second-generation leader in the health club industry. Born into a family deeply rooted in fitness entrepreneurship, with his father tracing back to the industry's early days, Joe shares his path evolving from a family-owned gym business to building one of the most successful Planet Fitness franchises in the country.  Pete and Joe also touch on how early risk-taking, embracing disruptive business models, and leveraging private equity fueled explosive growth from just a handful of clubs in Connecticut to over 100 locations across the U.S. and Canada. Joe also discusses the importance of company culture, strategies for scaling teams, the role of marketing, and the impact of industry partnerships, along with a look ahead at opportunities in acquisitions and market development.  On the topic of 'front desk to leadership' and the importance of investing in people, Pepe states, "There are so many stories of people that came in as a minimum wage, front desk worker and now have progressed three, four, five layers on. It's great to see, brings you a lot of joy to see people develop that are truly bought in and enjoy being part of something bigger." Key themes discussed Family legacy in health club industry Early adoption of Planet Fitness model Transition to private equity ownership Franchisee network's role in best practices Marketing strategies for continuous growth Building and developing internal talent Expansion through acquisitions and greenfield development A Few Key Takeaways 1. Legacy and Early Adoption of Planet Fitness: Joe shared how his family were early movers in the Planet Fitness brand, converting legacy clubs into some of the first Planet locations in the early 2000's. Their willingness to switch from big-box gyms like World Gym and Gold's Gym to the Planet Fitness model positioned them as pioneers and benefitted from the new brand's explosive growth. 2. Scaling with Private Equity: He described the pivotal shift from a family-run operation to a private equity-backed enterprise. Bringing on investors enabled them to accelerate growth, hire specialized talent, and reach over 100 locations through both acquisitions and new builds, something not possible without significant capital and operational rigor. 3. Power of the Franchisee Network: This episode also highlighted how valuable the Planet Fitness franchisee network is for knowledge sharing and best practices. Regular meetings, councils, and conferences foster collaboration and have been instrumental for operators like Pepe to learn, share, and refine their approaches. 4. Continuous Investment in Marketing: A key component of Planet Fitness's success is relentless, ongoing marketing at both national and local levels. Planet does not throttle back on ad spending after grand openings, but instead works year-round to attract first-time gym goers and continue fueling growth, maintaining brand visibility and saturation. 5. Growth through M&A and Internal Talent Development: Joe discussed the increasing opportunities in acquiring independent gyms and legacy operators as a growth channel, emphasizing respectful integration and understanding of sellers' perspectives. Additionally, internal development and promotion, from front-desk to leadership, remain core values, creating a culture of advancement and loyalty. Joe Pepe Jr: https://www.linkedin.com/in/joepepe  IGNITE Fitness Holdings: https://www.ignitefh.com/  Planet Fitness: https://www.planetfitness.com   Integrity Square: https://www.integritysq.com Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: https://www.promotionvault.com HigherDose: https://www.higherdose.com  

3 Lawyers Eating Sandwiches the Podcast
Ozzy's Market Review + AI Threats, Private Equity Hospitals & How Much Is Too Much? | S3 E2

3 Lawyers Eating Sandwiches the Podcast

Play Episode Listen Later Jul 14, 2026 56:16


Wanna tell us how you feel about the podcast? Text us!Three lawyers. Four sandwiches. Zero filter.This week, Andy, Ed, and Terry bring in Ozzy's Market — one of St. Louis' newest restaurants, a grab-and-go café on Washington Avenue in Downtown West — straight to the Brown & Crouppen studio on The Hill for a taste test. On the menu: chicken salad, Italian combo on focaccia, chopped cheese with tomato jam, and a spicy house-made meatball sub. Spoiler: the tomato jam is doing a lot of work.But as always, the food is just the starting point.This episode covers:• Private equity buying hospital systems — and the 13% rise in ER death rates nobody is talking about• Why AI is the single greatest financial and security threat facing American consumers right now• Online scams targeting older adults and why one of our aunts dumped her boyfriend over a $50,000 email scheme• Porch pirate explosion videos: real, AI, or entrapment?• Polymarket and prediction markets — and whether the UFO files are actually getting declassified• Health tracking wearables: Oura Ring vs. Whoop vs. Panther, and what HRV actually means• Michael Dell's $6.25 billion donation to Trump accounts — generous gesture or the world's most pointless gift?• Nikki Glaser, writing jokes, and a challenge for next episodeFilmed at Brown & Crouppen Law Firm Studios on The Hill, St. Louis.---Subscribe wherever you listen so you never miss an episode.

Talking Transports
Private Equity Eyes Freight-Market Recovery

Talking Transports

Play Episode Listen Later Jul 14, 2026 46:19 Transcription Available


Transportation deal activity may be poised to rebound as freight markets stabilize after a prolonged downturn. Littlejohn & Co. Senior Operating Partner Farrukh Bezar joins Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow on this episode of the Talking Transports podcast to discuss how improving market conditions could reignite mergers and acquisitions across logistics. Drawing on his experience as former CSX chief strategy officer, Bezar explains why freight brokerage, forwarding, intermodal and AI-related logistics businesses are attracting investor interest, while emphasizing that exceptional management teams remain the foundation of successful investments. He also shares his outlook for the proposed Union Pacific–Norfolk Southern merger, North American rail growth opportunities and how AI infrastructure is creating new demand across transportation and supply chains.See omnystudio.com/listener for privacy information.

The Private Equity Podcast
How the Best Companies Design and Deploy a Scalable Sales Engine

The Private Equity Podcast

Play Episode Listen Later Jul 14, 2026 19:39 Transcription Available


In this episode of The Private Equity Podcast, Alex Rawlings speaks with Bill Bell, Fractional Chief Revenue Officer at Chief Outsiders, about building a repeatable sales engine that drives organic growth across private equity portfolio companies.Bill explains why commercial due diligence is often far less rigorous than financial, legal, and operational diligence—and how this leads firms to underwrite ambitious growth plans against sales organisations that were never designed to deliver them. He shares why hiring more salespeople rarely fixes a broken system, what strong sales leadership looks like, and how documented processes, CRM governance, pipeline discipline, and structured onboarding create scalable performance.The conversation also explores the risks of hiring competitors solely for their “black book”, the value of stage-gated sales processes in long-cycle industrial markets, and Bill's experience growing a PE-backed North American business from $180 million to $325 million in revenue while more than doubling its EBIT margin.Key Takeaways• Diagnose the commercial engine before adding sales headcount.• Assess whether sales managers are truly managing, coaching, and forecasting—not simply carrying major accounts.• Build systems that make capable salespeople productive rather than relying on individual heroics.• Use clear stage gates to qualify opportunities early and avoid wasting months on deals that will never close.• Professionalising the leadership team and commercial function can unlock organic growth and support M&A integration.Timestamps00:00 – Introduction to Bill Bell and Chief Outsiders00:52 – The biggest commercial mistake private equity firms make02:17 – Why hiring more salespeople can increase cost, not revenue02:46 – Diagnose, fix the infrastructure, then add capacity03:17 – Four areas of commercial maturity to assess04:46 – What makes an effective sales manager07:03 – How manufacturing companies typically hire sales talent08:00 – The danger of relying on a salesperson's “black book”08:56 – Building a sales system instead of hiring your way to growth09:56 – Four foundations to establish before recruiting sales reps11:24 – What a documented sales process should look like11:53 – Using stage gates in an 18-month industrial sales cycle13:43 – The hidden cost of pursuing customers who will not buy15:40 – Bill's biggest PE-backed growth success story17:34 – Recommended books, masterclasses, and podcasts18:58 – How to contact Bill19:27 – Closing remarksRaw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.

Jacobin Radio
Behind the News: The Devastating Effects of Private Equity w/ Hettie O'Brien

Jacobin Radio

Play Episode Listen Later Jul 13, 2026 53:01


Hettie O'Brien, author of The Asset Class, on the private equity racket — who they are, what they do. Behind the News, hosted by Doug Henwood, covers the worlds of economics and politics and their complex interactions, from the local to the global.

Extra Points with @MattBrownEP! On CFB Business, Monster/Big 12, Private Equity + more

"The Drive" with Spence Checketts

Play Episode Listen Later Jul 13, 2026 30:00 Transcription Available


Catch “The Drive with Spence Checketts” from 2 pm to 6 pm weekdays on ESPN 700 & 92.1 FM. Produced by Porter Larsen. The latest on the Utah Jazz, Real Salt Lake, Utes, BYU + more sports storylines.

The Strategy Skills Podcast: Management Consulting | Strategy, Operations & Implementation | Critical Thinking
668: Private Equity Firm CEO, Rick Walker, on Power, Success and Getting Results (Strategy Skills classics)

The Strategy Skills Podcast: Management Consulting | Strategy, Operations & Implementation | Critical Thinking

Play Episode Listen Later Jul 13, 2026 61:38


For this episode, let's revisit a strategy skills classic interview with an experienced founder, leader, and thinker across a variety of domains, Rick Walker. In this episode, Rick walks us through his leadership journey, how he built his first company in his 20's, the lessons he learned across multiple domains, and how he was able to do multiple things successfully, simultaneously. He also shared his views about fear, pride, faith, religion, and ethics in relation to leadership and business. Rick Walker scaled his first company to 400 employees when he was 26, and simultaneously, as Chairman, scaled a 53-country international nonprofit from 800 to 2,100 team members, simultaneously while helping his hometown of Houston attract over $5 Billion in job-creation investments. Rick's volunteer service also includes stints as a Director of a college in the middle east and Chairman of a $250 Million charitable foundation. His 3:30 AM wake-up call helps fit everything in.  Rick hosts a podcast to help multi-domain leaders learn well - and has interviewed friends, who also happen to be world-class leaders, such as billionaires, musicians, members of the President's Cabinet, US Senate, US Congress, and great thinkers. The podcast is hosted inside a 13,000-square-foot mansion, which was the former party mansion of a Fortune 500 CEO, which Rick restored and uses for his family office, charitable events, and podcasts.  Rick lives in Houston with his wife and 3 girls, where he spends much of his time serving alongside the best team members in his commercial real estate private equity firm.  Claim your free gift: Free gift #1 McKinsey & BCG winning resume www.FIRMSconsulting.com/resumePDF Free gift #2 Breakthrough Decisions Guide with 25 AI Prompts www.FIRMSconsulting.com/decisions Free gift #3 Five Reasons Why People Ignore Somebody www.FIRMSconsulting.com/owntheroom Free gift #4 Access episode 1 from Build a Consulting Firm, Level 1 www.FIRMSconsulting.com/build Free gift #5 The Overall Approach used in well-managed strategy studies www.FIRMSconsulting.com/OverallApproach Free gift #6 Get a copy of Nine Leaders in Action, a book we co-authored with some of our clients: www.FIRMSconsulting.com/gift

Market Maker
Why Private Equity Wants to Buy easyJet | How Investment Bankers Value Airlines

Market Maker

Play Episode Listen Later Jul 13, 2026 39:23


This week on Market Maker, Anthony Cheung and Stephen Barnett break down the £5.7 billion bidding war for easyJet and explain why private equity firms are suddenly competing to buy one of Europe's best-known airlines.Using the deal as a case study, they explore how investment bankers value airline businesses, why easyJet became an attractive takeover target, and what students can learn about mergers & acquisitions from a real live transaction. Along the way they explain key airline metrics such as ASK, RASK and CASK, discuss why airlines are notoriously difficult businesses to run, and reveal why the value of airport slots and aircraft fleets matters so much to investors.Whether you're preparing for investment banking interviews, building your commercial awareness, or simply curious about how billion-pound acquisitions happen, this episode provides a practical insight into corporate finance using one of the UK's most recognisable companies.(00:00) Why easyJet a Takeover Target(01:38) The £5.7bn Bidding War Explained(09:58) Why Private Equity Wants easyJet(15:10) How Airlines Are Really Valued(19:50) ASK, RASK & CASK Explained(20:49) Why easyJet Looks Undervalued(29:27) Breaking Up the Business(34:05) Why Airlines Are Difficult to Run

Rant Cast
United Inc: Stadium Financing Options

Rant Cast

Play Episode Listen Later Jul 12, 2026 44:45


#1022 | Ed and Jamie discuss United's Old Trafford redevelopment plans, with the development corporation report into the wider area regeneration project published this week. We go through the likely financing mix: debt, naming rights, personal seat licences, private equity, event partnerships. How will this massive project impact United's finances, revenues and ability to compete?  Then we switch to transfer talk, focusing on conflicting reports around the deal for Ederson and United's capture of Andrey Santos from Chelsea. 00:00 Introduction: New Trafford Stadium Financing 02:07 Financing Overview 19:04 Naming Rights 21:48 Equity Partners and Ownership 25:28 Transfer Market: Ederson Saga, Andrey Santos 30:18 Chelsea's Financial Model 35:27 Private Equity in Football 37:09 Wrap-up If you are interested in supporting the show and accessing a weekly exclusive bonus episode, check out our Patreon page or subscribe on Apple Podcasts. Supporter funded episodes are ad-free. NQAT is available on all podcast apps and in video on YouTube. Hit that subscribe button, leave a rating and write a review on Apple or Spotify. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Succession Stories
233: What It Really Takes to Build a Business Ready for Transition with Alan Bennett, Trust Built Solutions

Succession Stories

Play Episode Listen Later Jul 12, 2026 44:55


Podcast Episode Description: "It's an exit plan, not an exit due." Host Laurie Barkman sits down with Alan Bennett, founder of Trust Built Solutions and exit planning coach who has lived through three very different business exits — a retail meat market that he closed in 2008, a contract catering business that a seller-financed deal and COVID unraveled in 2020, and a psychiatric practice exit to private equity where he finally got to use every lesson he had learned the hard way. Alan's story is one of the most honest and unfiltered accounts of what owner dependency really costs — not just in valuation, but in hours, health, relationships, and missed opportunities. He shares the trust cycle that unlocks delegation, the trap that keeps owners perpetually in the weeds, and why exit planning isn't about selling — it's about building a business that actually works without you.   Key Insights You can build a $2 million business and still have nothing to sell. Alan's first business did over $2 million in combined retail and catering revenue — but without systems, processes, or a team that could run without him, he had no transferable asset when the time came. When the landlord forced the issue in 2008, closing was the only option. The business had value in revenue but none in structure. The tape measure at 2am is the moment owner dependency becomes visible. Alan snuck into his meat market at 2am to measure steaks with a tape measure — and his team saw it on the security camera. That moment destroyed their trust in him. Owner dependency isn't just about overwork — it's about the signal you send your team every time you step in to fix what they should be handling. Trust is the real solution to owner dependency — and it flows both ways. Owners think the problem is whether they trust their team. The real problem is whether the team trusts the owner. Trust must be rebuilt the same way it was broken, consistently over time. Once the team sees the owner trust them, delegation follows — and with delegation comes purpose, accountability, and a business that runs without the owner in every room. Recurring contract revenue changes everything about valuation. Alan's second business had almost the same revenue as his first — but seven school contracts and two summer camp agreements made it dramatically more valuable on paper. The nature of the cash flow matters as much as the size of the revenue. Predictable, contracted income is what buyers pay premiums for. Seller financing without protective deal structure is a catastrophic risk. Alan's chef bought the catering business on a 10-year seller note — and COVID made him unable to pay after four months. Because the right protective language wasn't in the agreement, Alan had no real recourse beyond liquidating equipment at pennies on the dollar. The deal structure must be built before the agreement is signed, not after something goes wrong. Exit planning is not the same as selling — and most owners don't know the difference. Many business owners, especially in the trades, recoil at the phrase "exit planning" because they think it means they're selling. Alan reframes it: a well-executed exit plan makes the business easier to grow, easier to finance, and easier to scale — whether you ever sell or not. The best time to start was 20 years ago. The second best time is today.   Chapters: 00:05 Introduction of Alan Bennett 01:13 Business #1: The Retail Meat Market 06:34 100 Hours a Week and the Physical and Mental Toll 08:45 The $30,000 Consultant and the Map He Couldn't Read 10:23 Closing the Business: No Runway, No Plan 12:30 The Anger After the Close — And What He Learned 14:00 Business #2: The Contract Catering Company 15:51 How Recurring Contracts Changed the Business Model 18:30 Working 25 Hours a Week in Flip Flops 19:30 The Seller-Financed Deal with His Chef 21:21 COVID Hits: Four Payments In, Everything Stops 25:18 Liquidating the Assets and Licking the Wounds 27:54 Business #3: The Psychiatric Practice Exit to Private Equity 29:30 Owner Dependency — Calling It What It Is 30:55 The 2am Tape Measure Story That Changed Everything 33:30 How Trust Is Broken — And How It's Rebuilt 35:57 The Owner Dependency Trap: Bridging the Gap 40:31 Exit Plan vs. Exit Due — The Reframe That Changes Everything 41:44 Key Takeaways for Business Owners Thinking About Transition   Is your business truly ready—and are you? Take the Succession Readiness Assessment to get a clear snapshot of where you stand and what to focus on next. https://btsherpa.com/succession   P.S. Most owners don't realize where they stand until they're already in a transition. Take a few minutes now to understand your readiness—and give yourself more options later.   Connect with Laurie Barkman:  Website: https://lauriebarkman.me LinkedIn: in/lauriebarkman YouTube: @LaurieBarkman_BTSherpa   Connect with Alan Bennett: Website: https://www.trustbuiltsolutions.com LinkedIn: https://www.linkedin.com/in/alanbennettcepa Email: alan@trustbuiltsolutions.com  

Business & Personal Development with Chris Haroun
Private Equity vs Venture Capital, Term Sheets, & Life Regrets

Business & Personal Development with Chris Haroun

Play Episode Listen Later Jul 12, 2026 35:37


This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. I'll be covering the topic on: Private Equity vs Venture Capital, Term Sheets, & Life Regrets and more. Refer to chapter marks below for a complete list of topics covered and to jump to a specific section. Get mentored by Chris: Book a Zoom call to discuss joining my Business Academy, Finance Bootcamp (to get a job in finance) or MBA Degree Programs or for investing/business/personal development coaching: https://haroun.short.gy/1on1CallYTWDownload my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramChapter Marks: 0:25 Welcome to the 369th Weekly Live Webcast of July 2, 2026! 0:57 Should prospective investors sign NDAs for my startup? How to review a term sheet? 4:03 Is SpaceX still overvalued? Will Elon be able to put people on Mars? 5:21 How to train your biceps and triceps? Will kids have more or less toys in the future? 8:22 What would make you leave America? How to fix the United Kingdom? What business would you start if you had to start over? 12:54 How to invest in private equity? Is Oracle too big to fail? Thoughts on MicroStrategy? What is the future of Intuit and SAP? 18:50 Biggest regret in your life? How do you stay humble? Do you have a funnel strategy for marketing? What is some of the best love and money advice? 25:46 How long will Mamdani last? Have you ever hated someone? Should I get into private equity or venture capital after having startup experience? Do you like the idea of tokenization for real estate? Do you worry about the US debt level? 33:12 Where can I find your finance courses? Will Samsung ever not be the largest company in Korea? Connect with me: Schedule a 1:1 call with Chris: https://haroun.short.gy/1on1CallYTWYouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun

Rich Valdés America At Night
Audrey Fahlberg on DHS Deportation Transparency | Ronan Farrow Investigates Private Equity in Healthcare | Jonathan Horn on America 250

Rich Valdés America At Night

Play Episode Listen Later Jul 11, 2026 117:21


Tonight on America at Night with McGraw Milhaven: Audrey Fahlberg, Washington correspondent for The Free Press, joins the show to discuss why immigration advocates are suing the Department of Homeland Security for greater transparency on deportation numbers. Fahlberg examines the legal battle, what information is being sought, and what the outcome could mean for immigration policy and public accountability. Matthew Wolfe, entertainment guru, returns with the latest from Hollywood, breaking down the Emmy Award nominations, reviewing a classic retro film, and discussing this summer's biggest box office hits and surprises. Ronan Farrow, Pulitzer Prize-winning journalist and bestselling author, joins the program to discuss his latest investigation into private equity's growing influence over America's hospitals and nursing homes. Farrow explains how investment firms are reshaping healthcare through debt, real estate transactions, and staffing reductions—and what it could mean for patients and communities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

BackTable Urology
Ep. 315 Private Equity's Impact on Urology Practices with Dr. Benjamin Lowentritt

BackTable Urology

Play Episode Listen Later Jul 10, 2026 48:45


What opportunities and challenges does private equity bring to urology practices, and how can physicians engage in ways that strengthen their practice and preserve clinical priorities? On this episode of BackTable Urology, Dr. Ruchika Talwar interviews Dr. Benjamin Lowentritt of Chesapeake Urology and United Urology Group to unpack the realities of private equity involvement in medicine. They discuss the motivations behind consolidation, the role of management services organizations, and strategies for building mutually beneficial partnerships while upholding physician autonomy and patient care. --- Get the BackTable apphttps://www.backtable.com/app --- Timestamps 00:00 - Introduction02:58 - Why Urology Drew Private Equity07:06 - Bad Headlines vs. Reality11:14 - MSOs and Contracts Explained15:24 - Timelines and After Private Equity22:47 - Efficiency and Autonomy Fears27:15 - Why Private Equity Gets Vilified31:23 - Young Urologist Job Market35:42 - Advice for New Grads40:26 - Urology in 2035 and Fair Critiques of Private Equity44:40 - Closing Thoughts --- More about this episode Dr. Lowentritt outlines the history of private equity in healthcare, noting that consolidation predated private equity and was driven by payer and hospital market power, reimbursement pressure, administrative burden, staffing, and capital needs. He distinguishes private equity's role in hospitals from physician practice management, describing management services organization (MSOs) as structures that handle back-office functions and provide capital while preserving physician control over patient care and local governance. He also discusses private equity's limited investment timeline, shaped by the ultimate goal of selling a profitable company, and potential end-states such as acquisition or public ownership, reflecting on his own experiences with United Urology's acquisition. The conversation further explores recruiting new graduates, evolving partner tracks, mentorship, and maintaining physician leadership to preserve independent practice. --- Resources Dr. Benjamin Lowentritt is the current treasurer of LUGPA (Large Urology Group Practice Association) https://www.lugpa.org/, the Chesapeake Urology group (https://chesuro.com/), and United Urology Group (which was acquired by One Oncology https://www.oneoncology.com/UnitedUrologyGroup/). One Oncology eventually was acquired by Cencora (https://www.cencora.com/). Dr. Benjamin Lowentritt email: blowentritt@chesuro.com --- BackTable Urology is the go-to podcast for urologists, urologic oncologists, and urogynecologists. Download the free BackTable app to get early access to new episodes, cases, and courses curated by physicians in your specialty. ► https://www.backtable.com/app

Watchdog on Wall Street
Private Equity's Exit Crisis Is Getting Worse

Watchdog on Wall Street

Play Episode Listen Later Jul 10, 2026 5:12 Transcription Available


LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Chris explains why private equity firms are struggling to sell thousands of portfolio companies after years of paying inflated valuations. He argues that financial engineering can't replace real operational expertise and warns that the industry's growing backlog exposes the limits of deal-making without creating lasting value.

Beurswatch | BNR
Netflix identificeert zichzelf ineens als.... televisiezender

Beurswatch | BNR

Play Episode Listen Later Jul 10, 2026 23:26


Netflix maakt zich zorgen over zijn eigen klanten. Ze kijken minder lang en ook minder vaak naar series en films. Er worden (op dit moment) niet veel abonnementen opgezegd, maar toch is Netflix gewaarschuwd. Want: minder kijktijd kan leiden tot minder advertentie-inkomsten en er is een kans de mensen alsnog hun abonnement opzeggen. Daarom heeft Netflix een aantal maatregelen verzonnen. Waaronder een hele opvallende: de streamer wil veranderen in een 24uurs zender. Waardoor de hippe streamingdienst ineens een ouderwetse televisiezender wordt. Deze aflevering kijken we of die stap Netflix écht aan nieuwe abonnees helpt. Ook hoe ze weer een hit van hun aandeel maken. Dat is namelijk in een jaar met 40 procent gedaald! Hebben we het ook over Easyjet. De overname door private equity-partij Castlelake was zo goed als rond. En toen vloog opeens Apollo voorbij. Die overbieden hun concullega's met een paar honderd miljoen en EasyJet zou dat wel zien zitten. Beleggers ook: het aandeel schiet omhoog. Verder hebben we het over de Fed, over de missie van Kevin Warsh. Hij zet meerdere werkgroepen aan het werk die de toekomst van de Fed moeten onderzoeken. Een van die mensen is de oud-topman van Walmart. Ook in deze aflevering: Polymarket is belangrijk voor het rentebesluit SK Hynix is nu ook een beetje Amerikaans Komt er dan toch geen massaontslag bij Volkswagen? SpaceX-aandeel kan naar 800 dollar Te gast: Marc Langeveld van het Antaurus AI Techfund BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. See omnystudio.com/listener for privacy information.

KPFA - Behind the News
The private equity racket

KPFA - Behind the News

Play Episode Listen Later Jul 9, 2026 59:58


Hettie O'Brien, author of The Asset Class, on the private equity racket—who they are, what they do The post The private equity racket appeared first on KPFA.

Just Minding My Business
High Frequency Leadership In Private Equity And Deal Making

Just Minding My Business

Play Episode Listen Later Jul 9, 2026 36:22 Transcription Available


Have you ever looked at a brand from your childhood and felt a sudden rush of memory—a connection to a story or character that helped shape who you are today? In an age of fast-moving trends, we often forget that the most powerful brands aren't just products; they are shared experiences that connect us across generations.Today, we are joined by a man who has mastered the art of reviving that magic. Sam Bremner is the founder of IVEST Consumer Partners, a private equity firm dedicated to investing in consumer brands, intellectual property, and those nostalgic franchises that have stood the test of time.  Sam Bremner is the founder of IVEST Consumer Partners, a private equity firm focused on investing in consumer brands, intellectual property, and nostalgic franchises that have shaped generations. His work centers on reviving beloved brands and bringing them back into cultural relevance, proving that the stories and characters people grew up with still hold powerful emotional value today. Before founding IVEST, Sam's path took him from entrepreneurship into the corporate world, where he eventually partnered with former Warner Bros. executives behind iconic licensing deals, including Harry Potter. That experience deepened his belief that the most successful brands are more than products, they're shared memories that connect people across generations.Today, Sam leads with what he calls “high-frequency leadership,” a philosophy rooted in emotional connection and authentic partnerships with the brands and teams he works with. He is also the author of the forthcoming book “The Frequency of Leadership”, where he explores how leading through connection rather than control can help brands and the people behind them reach their full potential.  CONTACT DETAILS:Business: IVEST Consumer PartnersWebsite: https://ivestconsumer.com/ Social Media:LinkedIN - https://www.linkedin.com/in/sambremnerivest/ Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment on my Google Business Page. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing. Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services.

Win At Home First
Pursuing a dream to build a company that build Legos for Bible stories, with William Norvell, founder of Tecktones

Win At Home First

Play Episode Listen Later Jul 8, 2026 52:18


There are so many moments in our lives that we may brush off spiritually. Gray areas can be hard to understand, rationalize, or even see when we aren't in the Word daily. Todays guest, William Norvell, talks about how important it is to pray on those gray areas and how important it is to listen to what comes through.    In this episode, you'll discover…  William's Story on Prayer led decision-making (2:50) Daily spiritual habits (9:00) When you feel like you are not enough (14:06)  Tektones. (20:17)   William's Bio:  William is the Co-Founder of Forte- the world's first SoulCare platform for the workforce. Prior to Forte, William spent approximately ten years in Private Equity, Venture Capital, and Investment Banking, along with over five years pursuing entrepreneurial endeavors. He has invested in numerous sectors and industries throughout his career. He loves finding unique investment opportunities, working with people, and helping them become the best version of themselves. William loves engaging in any conversation about how to make work more meaningful in the world. He received an MBA from the Stanford Graduate School of Business and a BS in Finance, Summa Cum Laude, from the University of Alabama, where he was named a USA Today Academic All-American. He is also the Co-Founder and Podcast Host of Faith Driven Entrepreneur and Faith Driven Investor. William is married to a wonderful woman, Deb, that continually challenges and refines him. They welcomed their son Liam in 2018, their daughter Eloise in 2020 and their son Henry in 2021. Learn more about Tektones here.   What's Next?  NEW!! Join the new RISE community. Check out my newest book, 'Rise and Go', HERE!

Life in the Front Office
Tech & AI Series Ep 2 with Mike Carney, CEO of OnDeck Partners - Multi-Team Ownership and Minor League Baseball + Private Equity

Life in the Front Office

Play Episode Listen Later Jul 8, 2026 30:03


Series: Tech & AI Series Ep 2 with Guest: Mike Carney, CEO of OnDeck PartnersTopic: Multi-Team Ownership and Minor League Baseball + Private Equity

The Kula Ring
Marketing on the Clock: In Private Equity, Everybody Has an Expiration Date

The Kula Ring

Play Episode Listen Later Jul 7, 2026 25:44 Transcription Available


When private equity owns the company, the clock is always running — and as Paul Olesh, CEO of Magneto Movement, puts it, everybody has an expiration date. Paul joins Jeff and Carman to explain how that urgency reshapes marketing inside a PE-backed platform: why a long 18-to-30-month sales cycle demands relentless funnel-building, how he holds his acquired brands together under a single Procter & Gamble–style promise, and why he insists marketing isn't truly effective until the purchase order lands. It's a candid CEO's-eye view of building a marketing machine when both time and resources are scarce.

Talking Real Money
It's Very Volatile!

Talking Real Money

Play Episode Listen Later Jul 6, 2026 38:30 Transcription Available


Don and Tom take on the latest crypto hype cycle, arguing that Bitcoin remains speculation—not a reliable store of wealth—and that putting crypto inside retirement accounts is especially dangerous. They discuss a new self-directed IRA crypto platform, the risks of private equity and alternative assets in retirement plans, and why “get rich quickly” pitches should set off alarm bells.Then they answer two listener questions. First, Mark from Ohio asks how to prepare a retirement portfolio for a likely market downturn and how withdrawals and rebalancing should work once retirement begins. Later, Doug from Utah asks whether market-linked CDs make sense compared with Treasuries and whether the “no downside” promise is worth the tradeoffs. Don and Tom explain why they dislike market-linked CDs, how bank brokers get paid to sell them, and why simpler fixed-income tools often make more sense.They wrap up with a warning about growing bank-related scam tactics and a publishing scam Don has been seeing aimed at authors.0:05 – Intro: one-star Bitcoin review and why crypto losses are hard to ignore1:16 – Bitcoin's drop, crypto volatility, and retirement-account crypto pitches2:42 – Self-directed IRAs, IRA Financial, and the “get rich quick” problem5:27 – Why crypto, private equity, and alternative assets can be dangerous in retirement plans6:58 – Why most people bought Bitcoin: speculation, not currency utility10:29 – Hot money shifts: crypto, gold, semiconductors, and chasing momentum12:20 – Don's bottom line on crypto as speculation vs. wealth storage13:16 – Listener question from Mark: preparing for a market downturn before retirement15:32 – Is an 80/20-ish portfolio too aggressive with retirement four years away?17:13 – Bonds vs. cash/CDs: what fixed income should do near retirement18:56 – Withdrawal strategy during a downturn and how rebalancing fits in20:46 – Listener question from Doug: market-linked CDs vs. Treasuries23:47 – Why Don and Tom dislike market-linked CDs26:42 – The danger of taking investment advice from a bank salesperson29:18 – Building Treasury and CD ladders through a brokerage instead31:23 – Banks training tellers to spot scam victims before money is lost34:04 – Don's author scam warning: fake book clubs and fake promotional offersQuestions? Comments? Click!

Business Of Biotech
BoB@BIO: Biotech Investing And Deals With Sofinnova's Maha Radhakrishnan, M.D.

Business Of Biotech

Play Episode Listen Later Jul 6, 2026 39:07 Transcription Available


We love to hear from our listeners. Send us a message. This week's episode of the Business of Biotech was recorded at the BIO Convention in San Diego, where guest Maha Radhakrishnan, M.D., Executive Partner, Private Equity, at Sofinnova, spoke about her move from big pharma and biotech to private equity investing, and what makes a late-stage asset deal work. Maha also talks about how China-originated programs are changing development timelines, and where the next wave of CNS and metabolic innovation could come from. Access this and hundreds of episodes of the Business of Biotech videocast under the Business of Biotech tab at lifescienceleader.com.  Subscribe to our monthly Business of Biotech newsletter. Get in touch with guest and topic suggestions: ben.comer@lifescienceleader.comFind Ben Comer on LinkedIn: https://www.linkedin.com/in/bencomer/

Ordway, Merloni & Fauria
Will private equity reign in the Celtics' checkbook?

Ordway, Merloni & Fauria

Play Episode Listen Later Jul 6, 2026 13:51


Rich & Ken with Ted Johnson - Guest hosts: Christian Arcand & Dan Bahl | July 6, 2026

Millionaire University
Selling to Private Equity? How to Reverse Engineer a Million-Dollar Business Exit | Nick Bradley (MU Classic)

Millionaire University

Play Episode Listen Later Jul 4, 2026 43:51


#977 What does it really take to sell your business for millions? In this episode, host Brien Gearin sits down with Nick Bradley, founder of High Value Exit — a global expert who's helped lead 26 business exits totaling $5 billion. Nick reveals how founders can prepare their businesses for a high-value sale, what private equity buyers really look for, and why only 2 out of 10 companies ever sell. From building transfer value and mastering EBITDA to designing your company with the end in mind, this conversation is a masterclass in scaling, strategy, and smart exits for entrepreneurs aiming big! (Original Air Date - 11/3/25) What we discuss with Nick: + Nick's $5B in business exits + Lessons from private equity world + Why only 2 of 10 companies sell + Designing your business with the end in mind + The five pillars of “Scale to Sale” + Reducing risk and building strong foundations + Understanding EBITDA and profitability + What makes a business attractive to buyers + Common pitfalls when selling a company + Knowing if and when you should scale Thank you, Nick! Check out High Value Exit at ⁠HighValueExit.com⁠. Follow Nick on ⁠LinkedIn⁠. Watch the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠video podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ of this episode! To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Becker Group C-Suite Reports Business of Private Equity
The Deal Market: Private Equity, Venture Capital, & More 7-1-26

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Jul 1, 2026 30:08


In this webinar turned podcast, Scott Becker is joined by Bart Walker, Jeff Freedman, Nader Samii, and Dr. Paul Slosar to discuss the evolving healthcare deal market. Sponsored by McGuireWoods LLP, Perpetuate Capital, Priority Search Management, Thinkspan, Baird & Warner, Elevate Talent Advisors, & Grange Park Partners.