Podcasts about Private equity

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Best podcasts about Private equity

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Latest podcast episodes about Private equity

London Real
Dan Tapiero - Crypto Will Grow More Than 30X: How Bitcoin & Blockchain Could Break $40 Trillion

London Real

Play Episode Listen Later Dec 3, 2023 112:32


Watch the Full Episode for FREE: Dan Tapiero - Crypto Will Grow More Than 30X: How Bitcoin & Blockchain Could Break $40 Trillion - London Real

Business of Tech
The Evolution of Perspective on Private Equity: A Two-Year Journey with Peter Melby

Business of Tech

Play Episode Listen Later Dec 2, 2023 33:58


In this bonus episode of The Business of Tech, Peter Melby returns to discuss his post-sale journey after selling his business to private equity. Two years later, Peter shares his experiences as an operator and reflects on the changes since their last conversation. Tune in for an in-person conversation with Peter and host Dave Sobel.Recorded live at IT Nation Connect 2023Supported by: https://gozynta.com/ https://liongard.com/mspradio/Want to take my class? https://www.itspu.com/all-classes/classes/navigating-emerging-technologies-for-msps/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Support the show on Patreon: https://patreon.com/mspradio/Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.comFollow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftech

Smart Business Dealmakers
Patrick Patterson, CEO of Level Agency

Smart Business Dealmakers

Play Episode Listen Later Dec 1, 2023 23:30


Patrick Patterson went from the third person at what ultimately became Level Agency to its co-owner, sitting in the CEO seat for the first time. And shortly after taking over the business, he brought in PE partners — also a first — to help accelerate the company's growth with M&A-minded advisers who can help the agency accomplish its ambitions goals. Patrick talks about the management buyout, how he connected with his PE backers and what it took to close the deal, what life is like with a PE partner and the agency's plans for the future.

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
Why You Need To Think About Taxes Early When Selling a Business

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later Dec 1, 2023 30:09


Taxes – taxes – taxes. The best way to deal with them is to be prepared, and Bill Wiersema returns to M&A Talk to do a short show with a big punch. He covers some of the little-known issues that come up around taxes when selling a middle-market business. He talks about the tax implications of stock deals vs. asset deals, double taxation, and tax differences between an S-Corp and a C-Corp. He explains what an F reorganization is, how it may be a solution, and the advantages and limitations of an LLC vs. an S-Corp.  View the complete show notes for this episode. Learn More The Role of Accountants When Selling Your Business How Does Entity Type Affect the Sale of My Business? 18 Differences Between Valuing Public and Private Businesses Additional Resources: Planning to sell your business? Schedule a free consultation today. Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue. Purchase your copy now of A Beginner's Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. Listen to Other Episodes: Tax Insurance: The Business Solution You Didn't Know Was Possible How an M&A Attorney Can Help Sell Your Business Do You Need Tax Insurance When Selling Your Business?

Becker Group C-Suite Reports Business of Private Equity
Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM on the The Recent Resurgence of Private Equity 12-1-23

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Dec 1, 2023 8:49


Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM rejoins the podcast to discuss the recent resurgence of the private equity deal market.

Masters in Business
Michael Fisch on Private Equity Funds

Masters in Business

Play Episode Listen Later Dec 1, 2023 63:21 Transcription Available


Bloomberg Radio host Barry Ritholtz speaks to Michael Fisch, CEO and co-founder of American Securities LLC. He is a managing member of the general partners of the American Securities Partners' series of private equity funds and a member of the investment committee of AS Birch Grove. He was previously a partner in two private equity funds, a consultant in the Paris office of Bain & Co., and worked in the mergers and acquisitions department of Goldman Sachs.  See omnystudio.com/listener for privacy information.

Real Estate Talk with Jesus Castañon
Episode 37: From Roofing to Multimillionaire: A Journey of Financial Control

Real Estate Talk with Jesus Castañon

Play Episode Listen Later Dec 1, 2023 104:23 Transcription Available


Fascinated by the seemingly unpredictable world of interest rates, housing market trends, and their complex interplay? Together with our guest, a seasoned businessman from the roofing industry, we bring you an episode filled with insights that will help you navigate these murky waters. Particularly, we dive into the unique dynamics of the Miami real estate market, where despite a slowdown in sales, stability prevails. This episode isn't just about interest rates and housing markets, though. We tackle the rising concern over retail sales, and take a glimpse into the potential impact of the upcoming holiday season. The discussion also branches out to touch on the intriguing world of predictive index and its profound relevance to the construction industry. And if you've ever been perplexed by the concept of DSO, you'll definitely want to stick around for this enlightening conversation.Lastly, we shift gears from finance to politics, taking a critical look at the relationship between left-leaning ideologies and risk aversion, government protection, and the implications of these on our society. Our guest, Michael Gowl, shares his journey from a small roofing company owner to an entrepreneur, underscoring the importance of financial control and harnessing technology in business. So, join us for this comprehensive and thought-provoking discussion that promises to stir your mind and stimulate your thinking.Real Estate Talk Podcast with Jesus Castanon - @retalkpodcast: The Ultimate Real Estate Unveiling! Raw, Real & Revealing insights from industry experts Dive headfirst into real estate's most electrifying depths with industry legends - Jesus Castanon, Josh Cadillac, and Richard L. Barbara. Why legends? With billion-dollar deals, groundbreaking innovations, and wisdom that's transformed the landscape, they've not just witnessed the game; they've been the game-changers. And if that's not enough, they're joined by a parade of industry-expert guests, spilling secrets and dishing advice that you won't hear anywhere else. Expect RAW, REAL strategies that shook the market, REVEALING insights, and timely takes on today's market, coupled with actionable advice. This isn't your typical real estate chitchat. This is RETalkPodcast - where the titans and top minds of the industry unite. Dive in, and prepare to have your real estate perceptions rocked! Meet The Legends: Jesus Castanon: Visionary CEO of Real Estate EMPIRE Group, transforming property transactions into success stories. Josh Cadillac: Renowned real estate coach, national speaker, and author; revolutionizing the art of 'closing for life.' Richard L. Barbara, Esq.: Florida's legal luminary, pioneering change and setting the gold standard in real estate advocacy.

Becker Group Business Strategy 15 Minute Podcast
Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM on the The Recent Resurgence of Private Equity 12-1-23

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Dec 1, 2023 8:49


Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM rejoins the podcast to discuss the recent resurgence of the private equity deal market.

Land to Lots
E40 - An interview with Chris Bley of IHP Capital Partners on Private Equity

Land to Lots

Play Episode Listen Later Nov 30, 2023 33:49


In this episode Carter speaks with Chris Bley the Co-President of IHP Capital Partners on the role and importance of private equity in the MPC capital stack. In this podcast you'll learn: The characteristics that private equity is looking for in a project and operator; Why land is a great investment vehicle for equity; Where equity is looking to deploy capital; The typical private equity deal structure; and Lessons learned over the years in the trenches. Show Notes:IHP  Website – www.ihpinc.com Sunfield – www.sunfieldtexas.com  Chris Bley – cbley@ihpinc.com Plus: Whenever you're ready, here are 5 ways Launch can help you with your project: Prepare an Initial District Bond Sizing for Your Project – If you have a project in excess of 250 acres in AZ, CA, CO, FL, ID, NC, NM, SC, TX or UT, contact  Carter Froelich (ADD MY EMAIL LINK) and have Launch prepare an initial bond analysis for your project. Prepare a MUD Forward Funding Launch Bond™ Analysis for your Project – If you have a project in Texas that has an established MUD, contact  Carter Froelich (ADD MY EMAIL LINK) and have Launch prepare an initial MUD Forward Funding CAB bond analysis for your project. Add Favorable Financing Language to Annexation and/or Development Agreements – Create certainty and flexibility related to your project's infrastructure financing by having Launch professionals prepare handcrafted favorable financing language for inclusion in your Annexation and/or Development Agreement. Perform The RED Analysis™ on your Project – We have developed a unique process at Launch called The RED Analysis™ in which we perform a diagnostic review of your project to determine possible ways to Reduce, Eliminate and Defer infrastructure construction costs in order to enhance project returns. Track Your Reimbursable Costs Utilizing The Launch Reimbursement System™ (“LRS”) – Never lose track of your district eligible reimbursable costs and have Launch manage your district's costs reimbursement tracking, preparation of electronic reimbursement submittal packages and processing of your reimbursement requests with the district, jurisdiction and/or agency. Complimentary Offers for Land to Lots™ ListenersComplimentary Land to Lots book: https://www.launch-mpc.com/offer Complimentary Bond Sizing Analysis:  https://form.jotform.com/231376408765160 Get all the shownotes here Learn more about Launch Development Finance Advisors Connect with Carter Froelich Connect With Launch Development Finance Advisors Carter Froelich – 480-828-9555 / carter@launch-dfa.com Carter Froelich hosts the Land to Lots™ podcast powered by Launch Development Finance Advisors. Carter shares how he and his team help their clients finance infrastructure, reduce costs, and mitigate risks all with the goal of enhancing project profitability.

Private Equity Fast Pitch
Drew Maloney - American Investment Council

Private Equity Fast Pitch

Play Episode Listen Later Nov 30, 2023 29:59


Drew Maloney is President and Chief Executive Officer (CEO) of the American Investment Council (AIC), an advocacy and resource organization that represents the private equity and private credit industry. Maloney first joined the AIC in 2018 and has since played a critical role helping private equity and private credit tell its powerful story about creating jobs, growing businesses and strengthening millions of Americans' retirement savings. During that time, he has educated policymakers, the media and the general public about the industry's importance to the American economy and to American workers, testifying before Congress about the benefits of private equity and launching a sustained education campaign to highlight the industry's role supporting the economic recovery from COVID-19. Under Maloney's leadership, the AIC has almost doubled its membership and revenue.     Maloney is recognized as a leading government affairs expert, with more than 25 years of experience in both the public and the private sectors. Prior to joining AIC, Maloneyserved as the Assistant Secretary of the Treasury for Legislative Affairs, as a corporate officer and Vice President of Government and External Affairs for the Hess Corporation, and as CEO of prominent bipartisan government affairs firm Ogilvy Government Relations. Maloney began his career working on Capitol Hill and later advised several presidential campaigns and transition teams.  

Bold Becoming
Ep. 101 Adapting through Dissociation to See Where It Delivers You Amid a Zero Sum Rat Race Mentality on Wall Street with Sara Roccisano

Bold Becoming

Play Episode Listen Later Nov 30, 2023 70:38


Be careful what you ask for. Sara's friend invited her on a trip. She said she'd only go if she got laid off and the rest is history. Sara began a journey away from abuse and bad behavior caused from stress, pressure, ego, and the drive for money and accolades. Leaving sunk costs behind her, she embarked on many trips, including with psychedelics. Hear about toxic work cultures impacting Sara's identity and how they lead to a breaking point. About how the mighty dollar erodes quality and function. And how one woman stepped away from it all to embrace trust, surrender, and faith on a journey back to herself.  Bio Sara Roccisano spent over 20 years working on Wall Street as an Investment Banker and in Private Equity, Corporate America, and Government as a Renewable Energy Executive. As one could imagine, she became burnt out. Her spirit was unhappy, and she craved something more fulfilling. In early 2020, she answered a spiritual call to embark on a 5-Week Adventure around the world on the heels of coronavirus plaguing her home in New York City. The journey helped her to rediscover herself. By 2022, she surrendered by quitting her career and life as she knew it and began coming back home to self.    Sara is a world-traveling, scuba-diving, spiritually transforming, International Public Speaker, Travel Storyteller, Author, and founder of Embolden Adventures. She has traveled to 42+ countries and over half of the United States from the tops of the mountains, the depths of the oceans, the mysterious megalithic, and everywhere else in between.  Guest Info. https://emboldenadventures.com/about/  https://emboldenadventures.com/book/  Julie's Info.  Julie@courage-ignite.com https://www.courage-ignite.com/ https://linkedin.com/in/julie-browne-courage-ignite https://www.instagram.com/juliebrownecourageignite/ https://facebook.com/juliebrownecourageignite Podcast — Bold Becoming Book — Masters of Change—MOC-amazon Music — Happy African Village by John Bartmann --- Send in a voice message: https://podcasters.spotify.com/pod/show/julie-browne/message Support this podcast: https://podcasters.spotify.com/pod/show/julie-browne/support

Kate Dalley Radio
112923 Full 2nd Hour Susan Do Gooders Private Equity Sickness Secret Israel

Kate Dalley Radio

Play Episode Listen Later Nov 30, 2023 37:42


112923 Full 2nd Hour Susan Do Gooders Private Equity Sickness Secret Israel by Kate Dalley

Building Biotechs: A Podcast by Recruitomics Consulting
From Burnout to Buildouts: Managing the Miscellaneous in Biotech Start-ups with Lynn Walder

Building Biotechs: A Podcast by Recruitomics Consulting

Play Episode Listen Later Nov 29, 2023 52:12


This time on Building Biotechs: A Podcast by Recruitomics Consulting, Lynn Walder, Founder & Principal of Executive Management Partners and Director of Partnerships Programming at LabCentral, joins us to discuss why you should never give up on your startup; whether it's better to work in a big business or a small startup; how to overcome burnout; and whether there is any such thing as work-life balance.

The Business Ownership Podcast
The Story of Failure And Success - Jeremy Delk

The Business Ownership Podcast

Play Episode Listen Later Nov 29, 2023 36:08


Have you thought about investing or trading? In this episode of The Business Ownership Podcast I interviewed Jeremy Delk.  Jeremy is a serial entrepreneur. Since 2001, his businesses have earned hundreds of millions in revenue, created 100's of high paying American jobs, as well as other notable distinctions. He started the day trading at the age of sixteen, learning and failing with each trade. It is this process of adapting through failures that is paramount to his success in business. He founded Delk Enterprises, that has grown from making $6,000 in its first year in business to a diversified VC fund that has built and exited investments in both private and public transactions. Today, more than 20 years later, Delk Enterprises has holdings in biotech & healthcare, consumer brands, technology, building materials, and real estate development. He is now focusing on investing in and advising entrepreneurs through speaking. His upcoming book shares his reality of the Good, Bad, and UGLY of entrepreneurship.  Learn how a failure can lead you to success & how to avoid mistakes in entrepreneurship. Check this out!Jeremy's Website: https://jeremydelk.com/Jeremy on Instagram: https://www.instagram.com/jeremysdelk/?hl=enBook a call with Michelle: https://go.appointmentcore.com/book/IcFD4cGJoin our Facebook group for business owners to get help or help other business owners!The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/

London Real

Watch the Full Episode for FREE: Dan Tapiero - Crypto Will Grow More Than 30X: How Bitcoin & Blockchain Could Break $40 Trillion - London Real

Cashing Out
What It Takes to Build (And Sell) Successful eCommerce Brands | Robb Green

Cashing Out

Play Episode Listen Later Nov 28, 2023 34:54


EPISODE 63: THIS WEEK'S GUEST - ROBB GREENIn this episode, Robb talks about: His evaluation criteria for starting eCommerce brands How he decides when it's time to sell a business How he brings his teenage kids into these companies and exposes them to the highs and lows of the life of an entrepreneur GUEST BIO:Robb Green is the owner and visionary behind the formulation and execution of strategies aimed at mastering the art of e-commerce brand establishment. Solving Alpha has founded 9 total brands with a focus on e-commerce. Robb has a real passion for business, putting deals together and is always looking for business to buy, optimize, and grow. He helps owners of e-commerce focused brands exit their business while preserving their brands. Robb utilizes his skills and time as an investor & advisor to help others in the industry continue to learn and grow. WHERE TO FIND ROBB GREEN:LinkedInI'm The One PodcastI'm The One Podcast (YouTube)Twitter

Just Law
The View from Big Law

Just Law

Play Episode Listen Later Nov 27, 2023 23:04


Co-hosts Tom Blakely and Jim Fiore conduct a wide-ranging interview with alumnus Max Meglio, associate in the M&A and Private Equity group in the Sidley Austin's Boston office, to get his view on landing a job working in private practice. Prior to joining Sidley, Max was a law clerk for the Honorable Justice John Englander of the Massachusetts Appeals Court. He was a Staff Writer and Senior Editor on the BC Law Review at Boston College Law School.

The Conscious Capitalists
Episode #79: Is Private Equity Out of Control?

The Conscious Capitalists

Play Episode Listen Later Nov 27, 2023 55:35


The Private Equity industry is a lightly regulated industry with an increasingly mixed record on both financial returns and its impact on the quality of American jobs and businesses. How can it be shaped to be more of a force for good in Society and to avoid some of its worst tendencies and practices? Brendan Ballou, author of the book Plunder: Private Equity's Plan to Pillage America, offers an authoritative overview of the industry and a comprehensive approach to the reforms needed to shift the industry in a more positive societal impact—the nudges required to change the model not to eliminate it. A Podcast by Tec Sounds. ** If you enjoy this podcast, would you consider leaving a review on Apple Podcasts/iTunes? It takes only a few seconds and greatly helps us get our podcast out to a wider audience. Please subscribe on Apple Podcasts / Spotify / Stitcher, or wherever you get your podcasts. For transcripts and show notes, please go to: https://www.theconsciouscapitalists.com Thank you for your support! Timothy & Raj

american society plan private equity apple podcasts spotify stitcher tec sounds
THIS IS REVOLUTION >podcast
Beyond the Red Zone: Private Equity in College Sports

THIS IS REVOLUTION >podcast

Play Episode Listen Later Nov 26, 2023 222:19


Is the NIL helping players or hurting the college athletics? Many athletic departments are loss leaders for even larger Division I universities, if Private venture capital is the answer?   Thank you guys again for taking the time to check this out. We appreciate each and everyone of you. If you have the means, and you feel so inclined, BECOME A PATRON! We're creating patron only programing, you'll get bonus content from many of the episodes, and you get MERCH!   Become a patron now https://www.patreon.com/join/BitterLakePresents?   Please also like, subscribe, and follow us on these platforms as well, (specially YouTube!)   THANKS Y'ALL   YouTube: https://www.youtube.com/channel/UCG9WtLyoP9QU8sxuIfxk3eg Twitch: www.twitch.tv/thisisrevolutionpodcast www.twitch.tv/leftflankvets​ Facebook: https://www.facebook.com/Thisisrevolutionpodcast/ Twitter: @TIRShowOakland Instagram: @thisisrevolutionoakland   Read Jason Myles in Sublation Magazine https://www.sublationmag.com/writers/jason-myles   Read Jason Myles in Damage Magazine https://damagemag.com/2023/11/07/the-man-who-sold-the-world/   Pascal Robert's Black Agenda Report: https://www.blackagendareport.com/author/Pascal%20Robert

maayot | Learn Mandarin Chinese with Stories
Advanced | 杭州一家私募公司跑路卷走30亿! | A private equity firm in Hangzhou ran off and rolled up $3 billion! | Mandarin Chinese Story

maayot | Learn Mandarin Chinese with Stories

Play Episode Listen Later Nov 25, 2023 1:30


The news of a private equity firm running away in Hangzhou has shocked the entire financial circle. Although the financial circle of all kinds of problems endless, but the fund-raising party directly run out of the road is very rare. And it ran away and rolled away as much as 3 billion RMB!Join other motivated learners on your Chinese learning journey with maayot. Receive a daily Chinese reading in Mandarin Chinese in your inbox. Full text in Chinese, daily quiz to test your understanding, one-click dictionary, new words, etc.Got a question or comment? Reach out to us at contact[at]maayot.com

Be Wealthy & Smart
Your Millionaire Action Plan

Be Wealthy & Smart

Play Episode Listen Later Nov 24, 2023 16:16


Discover your millionaire action plan. How can you make next year better? What can you do to improve your investing. On this episode, find out! Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest for the long-term, what a difference it would make, because the difference between investing $100k and earning 5% or 10% on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? -Asset allocation model with stock and crypto ticker symbols and percentages to invest -Monthly VIP investing webinars live with Linda -Private VIP Facebook group with daily interaction with Linda -Weekly VIP stock market & crypto update emails -Lifetime access with no additional cost -US and foreign investors, no minimum $ amount required Extending the special offer, enjoy a 50% savings on the VIP Experience by using promo code "SAVE50" at checkout. Pay once and enjoy lifetime access without any additional cost. Click here to enter code and save 50%. Or have a complimentary consultation with Linda to answer your questions by requesting a free appointment to talk with Linda. WANT TO BUY STOCK PRE-IPO?  #Ad Linqto has removed all the barriers so now everyday investors can invest. Sign up to receive a $500 credit toward your next investment from Linqto, click HERE. WANT HELP AVOIDING IRS AUDITS? #Ad Stop worrying about IRS audits and get advance warning at IRS Guard Dog: https://www.irsguarddog.com?afmc=2n PLEASE REVIEW THE PODCAST ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus PLEASE LEAVE A BOOK REVIEW FOR THE WEALTH HEIRESS BOOK Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) WANT MORE FROM LINDA? Check out her program: https://www.lindapjones.com/why-join-the-vip-experience/ Follow her on Twitter: https://twitter.com/LindaPJones WEALTH MENTORING LIBRARY OF PODCASTS Listen to the full Wealth Mentoring Library of podcasts from the beginning. Use the search bar in the upper right corner of the page to search topics: https://www.lindapjones.com/podcasts/ Sign up for my weekly wealth newsletter at www.lindapjones.com Be Wealthy & Smart, is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor™. Learn simple steps that make a big difference to your financial freedom.  (Some links are affiliate links. There is no additional cost to you.)    

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
The Emotional Rollercoaster of Buying or Selling a Business

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later Nov 24, 2023 59:49


Whether you realize it or not, buying or selling a business is an emotional rollercoaster. Drew Bisping talks about this emotional journey from both sides of the table as a buyer and seller. He discusses the role that emotions play in the sales process and what you can do about it, the importance of using the right advisors, the very real impact that comes from deal fatigue, and why it is critical to be prepared and understand the impact a sale will have emotionally on yourself, your employees, and partners.  View the complete show notes for this episode. Learn More: Net Working Capital (NWC) for M&A – A Complete Guide M&A Negotiating Tactic #1 – Honesty M&A Due Diligence | Checklist & Overview Additional Resources: Planning to sell your business? Schedule a free consultation today. Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue. Purchase your copy now of A Beginner's Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. Listen to Other Episodes: Will Selling Your Business Make You Happy? Maximizing Profits: Key Insights on Preparing a Company for Sale from an Experienced M&A Attorney Managing Personality and Cultural Differences When Selling Your Business

PayPod: The Payments Industry Podcast
Building Better Financial Models with Chris Reilly of Mission Capital Consulting

PayPod: The Payments Industry Podcast

Play Episode Listen Later Nov 23, 2023 26:29


Episode Topic: In this episode of PayPod, we delve into the world of financial modeling, shedding light on the intricacies of accurately reflecting and projecting the movement of money. We engage with Chris Reilly, the founder of Mission Capital Consulting and Financial Modeling Education, to explore the crucial role financial modeling plays in decision-making within the financial industry. Lessons You'll Learn: In this episode, listeners will gain insights into the challenges and nuances of financial modeling, with a particular emphasis on the importance of solid design and avoiding unnecessary complexity. Chris Reilly shares valuable lessons drawn from his experiences, highlighting the significance of building models as effective decision-making tools rather than getting lost in perfectionism. The conversation unfolds to reveal the balance between technical skills and soft skills, emphasizing the role of empathy and emotional intelligence in sustaining long-term success in the field. About Our Guest: Chris Reilly, a seasoned professional in Corporate Finance, Consulting, and Private Equity, embarked on an entrepreneurial journey in 2020. He started Financial Modeling Education to teach advanced financial models for FP&A and Private Equity. He also founded Mission Capital Consulting in Littleton, Colorado, providing precision M&A and FP&A models across the U.S. Chris empowers professionals and businesses, making his ventures symbols of innovation in the financial world. Topics Covered: The episode covers a range of topics, from Chris Reilly's early experiences working on the Lehman Brothers bankruptcy to his transition into private equity. The conversation explores the challenges faced in financial modeling, with a focus on poor design and overcomplication. Chris shares his perspective on the evolving landscape of financial modeling, touching on the impact of new technologies like AI. The discussion also extends to Chris's active presence on LinkedIn, where he leverages content creation as a top-of-funnel lead generation strategy for his businesses. Check our website: https://www.soarpay.com

In The Trenches
Dr. Victoria Medvec on the Art and Science of High Stakes Negotiations

In The Trenches

Play Episode Listen Later Nov 23, 2023 95:24


This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Symphony⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Symphony not only performs technical due diligence engagements for search funds, Private Equity firms, and strategic acquirers, but they also partner with those buyers on an ongoing basis on all things product (outsourced development, team augmentation, new product prototyping, UI refreshes, QA professionalization, and so on). Symphony is offering a full 15% off of any of their services for listeners of In the Trenches. ⁠⁠⁠⁠⁠Just go to ⁠⁠⁠⁠⁠the ⁠⁠⁠⁠Contact form on their website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and tell them that you're a listener of the podcast to receive this discount! * This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, the leading insurance brokerage and insurance diligence provider for the search fund community. The company is led by ⁠⁠⁠⁠⁠⁠⁠⁠August Felker⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (himself a 2-time successful searcher), and has been trusted by search investors, lenders, searchers and CEOs for over a decade now. Their due diligence offering (which is 100% free of charge) will assess the pros and cons of your target company's insurance program, including any potential coverage gaps, the pro-forma insurance pricing, and the program structure changes needed for closing. At or shortly after closing, they then execute on all of those findings on your behalf. Oberle has serviced over 900 customers across a decade of operation, including countless searchers and CEOs within the ETA community * Today I'm joined by Dr. Victoria Medvec, a Professor of Management and Organizations at the Kellogg School of Management at Northwestern University. In addition to her professorship, Dr. Medvec is the CEO of Medvec and Associates, a consulting firm focused on high stakes negotiations and strategic decisions. She is also the author of the best-selling book, Negotiate Without Fear, which was published in 2021. Dr. Medvec is a renowned global expert in the areas of negotiations, often advising senior executives and Boards of Directors from companies around the world. Her clients include IBM, Cisco, McKesson, General Electric, Merck, McKinsey, BlackRock, Goldman Sachs, McDonalds, Bristol Myers Squibb, and J.P. Morgan Chase, to name just a few.

Scale Up Your Business Podcast
Learning To Love Midlife With Chip Conley

Scale Up Your Business Podcast

Play Episode Listen Later Nov 23, 2023 50:59


Nick welcomes Chip Conley, a renowned speaker and author, about the concept of midlife wisdom and the transformative power of embracing new opportunities. Chip shares his personal journey of transitioning from a successful CEO to becoming a modern elder and mentor at Airbnb. He discusses the societal stigma around aging and how reframing our mindset can lead to a more fulfilling and purposeful life. Chip also highlights the importance of cultivating wisdom, navigating midlife transitions, and embodying a regenerative lifestyle. The episode offers valuable insights and practical advice for anyone seeking to find meaning and fulfilment in midlife and beyond. Find out now if you're building a high-value, exitable business (even if you have no immediate plans to sell it). You'll get an instant PDF report with powerful insights specifically tailored to your business in just 4 minutes.https://highvalueexit.scoreapp.com/ KEY TAKEAWAYS We need to shift mindset on aging from negative to positive, emphasising the growth and opportunities that come with age. We must encourage individuals to adopt a growth mindset, where they focus on improving themselves rather than proving themselves, and view success as learning rather than winning. The Modern Elder Academy helps individuals navigate the transitions that often occur during midlife, providing support and guidance during this transformative period. Embrace a regenerative lifestyle and find purpose in giving back to the world, fostering a sense of connection and fulfilment. BEST MOMENTS "Wisdom is metabolised experience, so your life lessons digested, which leads to distilled compassion." "The person who, going into their 50s, is willing to become a beginner again, willing to actually try something out that they're not very good at, but to actually see if they can get into the flow of it."  "We see people who just say, you know what, I know what's next for me. And this group of people are going to hold me accountable and be my support." "I was damn good at getting press for myself and my business, but let's make sure that myself goes first. I was living a life that was very, very dedicated to caring what everybody thought about me."  VALUABLE RESOURCES Find out now if you're building a high-value, exitable business (even if you have no immediate plans to sell it). You'll get an instant PDF report with powerful insights specifically tailored to your business in just 4 minutes.https://highvalueexit.scoreapp.com/ Chip Conley - https://chipconley.com/ ABOUT THE HOST  Nick Bradley is a renowned entrepreneur, investor, speaker, and business growth expert.His background is growing and scaling Venture Capital and Private Equity backed businesses globally. Over the last decade, he has completed 117 acquisitions and 25 business exits with a combined valuation of over $5bn dollars.His mission is to help business founders build valuable businesses and create life-changing exits so they can realise freedom, wealth, and impact. CONTACT METHOD Work with Nick: https://highvalueexit.com  Nick's Facebook: https://highvalueexit.com/fb Nick's LinkedIn: https://highvalueexit.com/li Nick's Instagram: https://highvalueexit.com/igNick Bradley- exit, strategy, podcast, business, scale, scale up, growth, equity, high-value, wealth, sell, sold: https://highvalueexit.com/This show was brought to you by Progressive Media

Building Biotechs: A Podcast by Recruitomics Consulting
Biotech HR: Be the Best Resource with Eva Quinn, Senior HR Business Partner at Higher EQ

Building Biotechs: A Podcast by Recruitomics Consulting

Play Episode Listen Later Nov 22, 2023 36:00


In this episode of Building Biotechs: A Podcast by Recruitomics Consulting, we're joined by Eva Quinn, Senior Human Resources Business Partner at Higher EQ. Join us as we discuss some of the biggest challenges in biotech HR and what makes it such a unique profession in the industry; the importance of mental health in the workplace; and how HR plays such a vital role in biotech.

Dear Discreet Guide
Episode 254: Brendan Ballou and "Plunder," His Book about Private Equity

Dear Discreet Guide

Play Episode Listen Later Nov 22, 2023 51:45


DOJ Attorney Brendan Ballou discusses his new book, "Plunder: Private Equity's Plan to Pillage America." Ever wonder why we seem to have fewer airlines, fewer retail stores, fewer drugstores, and the same names keep showing up on businesses from rental agencies to nursing homes to mobile home parks? Why did all those long-lasting businesses fail in the past 15 years? (Hint: it's not all Amazon.'s fault.) Doesn't it seem as though fewer people own their own homes? Who got all that Covid money? And why do there seem to be some astonishingly rich folks around? Join us for a remarkable episode about dramatic shifts in basic industries and in the re-distribution of wealth in America. [Views expressed in the book and this podcast do not necessarily represent those of the Department of Justice.]Plunder, the book (PublicAffairs, 2023):https://www.plunderthebook.com/Thoughts? Comments? Potshots? Contact the show at:https://www.discreetguide.com/podcast-books-shows-tunes-mad-acts/Follow or like us on podomatic.com (it raises our visibility :)https://www.podomatic.com/podcasts/books-shows-tunes-mad-actsSupport us on Patreon:https://www.patreon.com/discreetguideJennifer on Post.News:@JenCrittendenJennifer on Twitter:@DiscreetGuideJennifer on LinkedIn:https://www.linkedin.com/in/jenniferkcrittenden/Discreet Guide Training:https://training.discreetguide.com/

Straight From The Cutter's Mouth: A Retina Podcast
Episode 412: Journal Club on URiM Faculty Promotion, Gender Effect on Milestones Evaluations in Residency, Ophthalmology Workforce Projections, Private Equity Effect on Medicare Spending

Straight From The Cutter's Mouth: A Retina Podcast

Play Episode Listen Later Nov 22, 2023


Drs. Marianeli Rodriguez and Katherine Talcott join to discuss four recent publications in high-impact ophthalmology journals.URiM Promotion Rates (https://www.ajo.com/article/S0002-9394(23)00380-X/fulltext)Gender Effect on Milestones Evaluations (https://jamanetwork.com/journals/jamaophthalmology/article-abstract/2809477)Ophthalmology Workforce Projections (https://www.aaojournal.org/article/S0161-6420(23)00677-2/fulltext)Private Equity Acquisition and Medicare Spending (https://www.aaojournal.org/article/S0161-6420(23)00707-8/fulltext)

Anything But Typical
104: Operating Businesses Through Private Equity

Anything But Typical

Play Episode Listen Later Nov 21, 2023 61:33


A quick message first: We had audio issues for the first 16 minutes of the show. We cleaned it up as much as possible, but you'll notice a difference. Apologies for that! "It's really about fit & relationship." — Brad Batten When Johannes Zwick & Bradley Batten first met at Davidson College, neither imagined a future as partners in private equity. But these fraternity brothers turned friends had important partnership traits in common: integrity, ambition, diligence, & love for people. Most importantly, they recognized & respected those qualities in each other. (By the way, if you can't believe these traits are being used to describe private equity investors, you're in for a treat. These guys are unexpected—you know, “anything but typical!”) Johannes & Brad turned their love for business & their focus on fit & relationship into a one-of-a-kind private equity firm. Today, they invest financially & operationally in small businesses eager to scale & do so while preserving each company's employees, culture, & core values. Forget everything you know about rip, strip, & flip private equity firms. These guys represent "investment with heart & purpose."

Cashing Out
Buying SPORT Magazine & The Indelible Treasures Found Within | Wayne Parrish

Cashing Out

Play Episode Listen Later Nov 21, 2023 30:48


EPISODE 62: THIS WEEK'S GUEST - WAYNE PARRISHIn this episode, Wayne talks about: His early beginnings as a student journalist at the University of British Columbia Becoming the CEO of Canada Basketball and his relationship with Jerry Colangelo A history lesson of SPORT Magazine, Sports Illustrated, Sports Insider, and ESPN The Magazine How he purchased the most significant collection of images related to 20th century sport anywhere in the world Finding the next owner for The Sport Collection GUEST BIO:Wayne Parrish is an award-winning reporter, editor and digital media leader with a passion for sports and journalism.   Wayne, who has won two National Newspaper Awards as a sports reporter at the Star in the early 1980s, has held executive leadership positions at Postmedia Network, Quebecor and Sun Media.He was CEO of Canada Basketball for eight years. And most recently, he worked on digital transformation and merger-acquisition media projects in the U.S., Puerto Rico and Australia with FTI Consulting Inc.Parrish's digital experience includes launching CANOE, which became Canada's premiere internet network-portal and top news and information site for more than a decade.He launched Postmedia's digital subscription program, consulted on a sports-only digital subscription business in the U.S., and developed the new media unit of Quebecor.Wayne and partner, Marc Appleman, also own The Sport Collection, the largest collection of images related to 20th century sport anywhere in the world.WHERE TO FIND WAYNE PARRISH:LinkedInEPISODE REFERENCE AND READING MATERIAL:The Air Up There: How Canadian basketball has grown and where it's headedThe Sport Gallery (Toronto Location)SPORT Media Entertainment

The James Altucher Show
How to Build Wealth Buying Boring Businesses | Codie Sanchez

The James Altucher Show

Play Episode Listen Later Nov 21, 2023 78:14


Everybody wondering how to build wealth should listen to this episode with Codie Sanchez. Codie is a mastermind in turning 'boring' businesses into profitable ventures. She explains the allure of investing in everyday businesses like laundromats and car washes, showcasing how these often-overlooked opportunities can be lucrative. She also reveals her top strategy for increasing sales in small businesses, a hack that has proven pivotal in her success.We then shift to Codie's unique acquisition technique, a method influenced by Amazon's business strategies. She provides valuable insights into this approach, demonstrating how it can be applied to various business models for maximum effectiveness. Additionally, Codie shares her perspective on the burgeoning legal cannabis market, offering her thoughts on its current state and future potential.In the final segment of today's episode, Codie and James discuss her "Contrarian Thinking" course and newsletter, which embody the essence of challenging conventional wisdom and investing in unconventional ideas. Codie elaborates on the core principles of the course, emphasizing the importance of 'investing in yourself,' a philosophy that resonates deeply with the themes of James' book "Choose Yourself." This episode is not just about investments and strategies; it's about the mindset and resilience required to excel in the world of business.The FREE Contrarian Thinking Newsletter | Free your mind. Build your bank account.Contrarian Thinking CoursesCodie Sanchez's Website-----------What do YOU think of the show? Head to JamesAltucherShow.com/listeners and fill out a short survey that will help us better tailor the podcast to our audience!Are you interested in getting direct answers from James about your question on a podcast? Go to JamesAltucherShow.com/AskAltucher and send in your questions to be answered on the air!------------Visit Notepd.com to read our idea lists & sign up to create your own!My new book, Skip the Line, is out! Make sure you get a copy wherever books are sold!Join the You Should Run for President 2.0 Facebook Group, where we discuss why you should run for President.I write about all my podcasts! Check out the full post and learn what I learned at jamesaltucher.com/podcast.------------Thank you so much for listening! If you like this episode, please rate, review, and subscribe  to “The James Altucher Show” wherever you get your podcasts: Apple PodcastsStitcheriHeart RadioSpotifyFollow me on Social Media:YouTubeTwitterFacebook

MasterMind Minutes
HOW DID PRIVATE EQUITY BECOME THE DOMINANT PLAYER IN MODERN FRANCHISING IN THE US?

MasterMind Minutes

Play Episode Listen Later Nov 21, 2023 33:40


MasterMind Minutes - One Guest, One Question, One Expert Answer in Minutes Not Hours. HOW DID PRIVATE EQUITY BECOME THE DOMINANT PLAYER IN MODERN FRANCHISING IN THE US? Today we are very fortunate to have as our guest Alicia Miller.Alicia is the Founder and Managing Director of Emergent Growth Advisors, a boutique strategic advisory firm working at the intersection of franchising and private equity. She supports founders and franchise management teams facing growth, disruption, or transformation challenges, and helps them accelerate their businesses. She also advises private capital firms pre- and post-transaction on strategy and value creation initiatives and co-invests alongside her partners. As a former multi-unit franchisee, she brings a franchisee's perspective and operating experience into every engagement. Ms. Miller is a recognized thought-leader in franchising and the author of "Big Money in Franchising: Scaling Your Enterprise in the Era of Private Equity." She is also a monthly columnist for Franchise Times and has been published in Entrepreneur and Forbes. Together she has published more than 70 articles about franchising and private equity. She currently serves as an independent director for Elevated Ventures Group, a private equity backed multi-unit franchisee of Urban Air Adventure Parks. Contact Alicia at: https://emergentgrowthadvisors.com/ Contact Gary at: www.frangrow.com --- Support this podcast: https://podcasters.spotify.com/pod/show/gary5396/support

HBR IdeaCast
Why Private Equity Needs to Invest More in Talent Development

HBR IdeaCast

Play Episode Listen Later Nov 21, 2023 22:46


Traditionally, private equity companies have created value at the companies they own by taking on debt, restructuring, and exploiting underserved opportunities. But surging interest rates and increased competition have made it much harder to deliver strong returns. Ted Bililies, a partner and managing director of AlixPartners, says private equity leaders can no longer count on financial engineering to drive performance. Instead, they need to invest in the human capital at their portfolio companies. Bililies wrote the HBR article “Private Equity Needs a New Talent Strategy.”

Historias x Whitepaper
81. Private Equity

Historias x Whitepaper

Play Episode Listen Later Nov 21, 2023 33:41


Susana Sáenz entrevista a expertos para entender cómo funcionan diferentes modelos de negocios. En este episodio platicamos con Arturo Saval, Chairman de Nexxus Capital, sobre el Private Equity, cómo es la estructura, el proceso de inversión, riesgos, retornos y la diferencia con el Venture Capital.Prueba Whitepaper 30 días gratis http://whitepaper.com.mx/30day

The Private Equity Podcast
Morty Singer using your USP to drive deal flow, culture differentiator and investing in the consumer industry

The Private Equity Podcast

Play Episode Listen Later Nov 21, 2023 32:56


Introducing Morty SingerMorty Singer is the Co-Managing Partner at Trout Capital Partners, a private equity firm investing exclusively in the consumer industry. Throughout his career, Morty has been an innovative, sought-after executive in the retail and consumer branches of the fashion industry. He has advised global companies in retail and distribution strategies, operations, and mergers and acquisitions.What You Will Learn:The Power of Great Cultures in Private EquityWhy You Need to Invest in Companies with Solid CulturesThe People Factor in Private EquityBreakdown:[00:00] Introduction[01:50] The Mistakes PE Firms Make with Their Portfolio Companies[03:59] Building the Right Relationships in Private Equity[05:45] Trout Capital's Main Differentiator[08:04] Why Focus on Culture as a Private Equity Firm[14:31] Building a Great Culture in a Portfolio Company[18:08] How Culture Drives Deal Flow in Private Equity [20:54] Kindness is a Super Power[22:51] Trout Capital's Focus on the Consumer Bussiness[28:25] Why Trout Capital Launched Their Own Podcast[30:39] What Morty Likes and Dislikes About Private Equity[33:44] What Morty Watches, Reads, and Listens To [35:28] Parting ThoughtsThe Importance of Great Cultures in Private EquityIn the fast-paced world of private equity, where financial deals and high-stakes investments rule the day, one often overlooked yet profoundly influential factor is culture. According to Morty, culture is what makes or breaks successful PE investments. For him, culture is not just a buzzword; it's the very essence of who they are as a company. The same is true for the portfolio companies you invest in. Investing in companies with great cultures can be far more profitable than investing in companies with bad cultures. By valuing culture and nurturing it within your firm, you can unlock many advantages that will propel your private equity goals to new heights. Morty and Trout Capital follow an approach built on P-E=T, where Positivity minus Ego equals Trust.Links and ResourcesTraubcapitalpartners.comMorty on LinkedInThe Daily Stoic: 366 Meditations on Wisdom, Perseverance, and the Art of Living by Ryan Holiday and Stephen HanselmanThe Obstacle Is the Way: The Timeless Art of Turning Trials into Triumph by Ryan Holiday  Thank you for tuning in!To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here. Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.  

Boardroom Governance with Evan Epstein
John Coates: The Problem of Twelve, Index Funds and Private Equity.

Boardroom Governance with Evan Epstein

Play Episode Listen Later Nov 20, 2023 64:40


0:00 -- Intro.1:26-- About this podcast's sponsor: The American College of Governance Counsel.2:13 -- Start of interview.2:45 -- John's "origin story." His time at WLRK and at the SEC.4:15 -- His focus at Harvard Law School and Harvard Business School.4:39 -- About his book THE PROBLEM OF TWELVE: When a Few Financial Institutions Control Everything (2023). Publisher: Columbia Global Reports. "Around the year 2000 [Index Funds and Private Equity Funds] began a sustained takeoff and the book is motivated to tell the story of how that happened and then more importantly what's happened since 2000 with 10-15% compound annual growth every single year for both kinds of funds which is much bigger and much faster than the economy or the capital markets or corporations.""The problem of twelve is just trying to get a catchy way to get people to understand that it's not just growth, that'd be one thing, but it's concentration."11:22 -- On "What came before: the Twentieth Century's Public Company" and the rise of private markets."Actually, the public markets have gotten bigger, even though the number of companies has fallen. It's not like they're shrinking, which sometimes is the way people talk about it. But what's different is their autonomy is declining. So in 1990, the board of a public company and its CEO were the centers of power.  If anything, the CEO was probably the most dominant player and the board was kind of a check. The shareholders were kind of out there, but they really only mattered in a hostile takeover. That was it." "[By year] 2000, 2010, and definitely today what I just described is not true. Boards are now more powerful than CEOs in general. They have a greater influence over setting strategy today.""[The] power started and ended with the CEO in the boardroom. And that really has, I think, dramatically declined and continues to decline as a way of describing how the US economic system works."15:39 -- Evolution of US boardrooms since the 1970s."I think of boards as becoming more important during that period because businesses were stumbling. As long as CEOs were successful in running their empires, I don't think the pressure to provide a different governance system would have been nearly as powerful.""Jay Lorsch at HBS wrote an early study suggesting that boards really were not doing much. Jay was very much part of the movement to get boards to be more active, because he thought that was better than the alternatives of either continued stagnation in economic activity or worse solutions, which other people were proposing."20:19 -- On the impact and evolution of Index Funds."[T]he key thing is scale. It's not as if there's like 55 different index funds all competing with each other. No, there's really just a small number of families [ie. the Big Four, BlackRock, Vanguard, State Street and Fidelity] that are achieving these scale levels. So that's the basic problem of the book.""[W]hen Jack Bogle set up Vanguard, he wasn't setting out to take over half of all the stocks in the country.  It took him 30 years just to get to 2%. It's just a side effect and so the system was not designed with that kind of concentration in mind. "[W]e're now having to go through a period where we've already started and it will continue for people as these things continue to grow and get even bigger to really rethink where should the governance power sit. Should it sit, at the board? Should it sit at the fund portfolio manager who doesn't really exist in an index fund, it's just a guy who has a list? Should it sit with a corporate governance professional that the fund advisor hires, that the fund then gives the power to? Or should it be something more complicated, some set of interactions between different people over time? And I tend to think that last thing I said is the right answer, but getting exactly the solution is hard, which is why I didn't call the book The Solution to the Problem at all, because I don't really have a perfect solution."27:12 -- On the polarization of corporate governance and the ESG backlash."If it had not been climate, which is Larry Fink's, of course, major focus that generated most of the pushback, it would have been something else." "State Street a few years ago made a point of saying publicly that if the boards that they voted for were not sufficiently diverse and they had some specific criteria, they would withhold votes from the nominating committee chair. And you can see in the data, if you look at the way boards are formed, the impact of State Street's intervention."30:35 -- On the pass-through voting initiatives."If you look at the websites that BlackRock and Vanguard and State Street all have up about what they're doing, they're not really passing the votes through or even getting close to it. They're going to let their own investors once a year pick a policy from a limited menu of policies, and then they're going to look how many people pick which policy, and then that will inform how they vote. So they're keeping the votes, but they are going to let people kind of give them an indication of more or less how to vote overall. And so that's some degree of trying to address the problem of twelve.""I think in 10 or 15 years most people will do one of three things: 1) They'll let BlackRock keep voting the way they want to, with their money, and who cares? They're just not paying attention to governance, and that's their right. They can just ignore it; 2) a group of people will be pushing BlackRock to do even more of what they're doing now, to be even more green or left or however you want to think about it; and 3) there will be another group of people who'll be pulling the other way, and then BlackRock will probably be in there, be splitting their vote to some extent on some of the more high-profile issues."On Exxon's proxy fight with Engine No.1.37:28 -- On antitrust and concentration of power in index funds. "Antitrust traditionally would just look at the activity of investment as the right thing to think about concentration and not the governance impact. That's really not part of antitrust law. That's again part of why I wrote the book to get a different focus on this. [But] there are people who want to change antitrust law, they want to take concentration in governance and somehow relate it to portfolio company concentration." "There are claims for example that the index funds caused the airlines to be more collusive than they would be anyway. Or the banks or take your pick and maybe there's some truth to that but it's kind of indirect and I think it's going to take a lot of work to make that feel like you're being directly responsive to the problem and I'm not sure it'll get there in the end.""There are also people who just want to change the basic understanding what antitrust is about, introduce politics into it again, and say this is a political problem and therefore we should use antitrust. There is a lot of resistance to that."39:39 -- On the private equity industry."The biggest PE complexes not only have equity capital that they manage, they also have debt capital. And so in a difficult interest rate environment, that's a nice place to be. You have resources that you can tap on the credit side as well as on the investment side. And so I think, again, as with index funds, we're seeing greater concentration of greater growth driven by slightly different economies of scale, but I think still real, that allow the biggest players to sort of sit at the intersection of lots of different capital market activity. And that lets them leverage the information they gather across a much bigger base [and] grow faster than their competitors. I expect the big PE players are going to continue to do better than PE overall and better than the overall economy, even if they may run into some challenges in the next few years."43:05 -- On PE driving ~25% of all M&A activity. "PE complexes in a lot of ways are sort of replacing a role that banks used to play, but without any of the regulation."46:25 -- On the governance distinctions between PE-backed companies and public companies."[PE-backed boards are often] more focused and effective.""[T]he PE world by design is with almost no public disclosure. There is disclosure sometimes of some things from the PE fund or advisor to LPs [but] the information flows [generally] are quite weak. And they're weakest in some respects around conflicts, which it should be the other way around. The conflict should be the place where the people with the equity at stake ought to be told the most and yet often that's the place where the system does not, in my opinion, live up to its billing. Part of the reason for that, it's not often appreciated that most of the money in PE funds comes from other funds, meaning, and in particular comes from pension funds who are overseen by well-meaning people, who often are honest and straightforward, but frankly are not up to, in my opinion, the task of overseeing a PE complex and their advisors. There's an industry association, the ILPA, that sort of tries to help coordinate across PE fund investors, the positions they take on disclosure and conflicts."54:58 -- On SPACs."[T]here's a lot of companies right now that are going through some difficult governance challenges in the current economic environment in which the SPAC structure and the board that it brought in might be at odds with the sponsor or other people that were associated with the SPAC.""If you're on a board or advising a board of a company that's associated with a SPAC, this is the time to really lean in about your conflicts, because the conflicts are absolutely really acute right now because of the interest rate environment."*On SPAC Law and Myths (Feb 2022).56:19 -- Books that have greatly influenced his life: City of Capital: Politics and Markets in the English Financial Revolution by Bruce Carruthers (1996)Wolf Hall by Hillary Mantel (2009)Mars Trilogy by Kim Stanley Robinson (1990s)58:38 -- His mentors: Tom Noble (College advisor and History Professor)Craig Wasserman (WLRK)1:00:14 -- Quotes that he thinks of often or lives her life by: "Without contraries is no progression." [Poet William Blake]1:00:43 -- An unusual habit or absurd thing that he loves: U.S. Soccer.1:02:25 -- The living person he most admires: Tina Fey.John Coates is the John F. Cogan, Jr. Professor of Law and Economics at Harvard Law School, where he also serves as Deputy Dean and Research Director of the Center on the Legal Profession. __This podcast is sponsored by the American College of Governance Counsel.__ You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__You can join as a Patron of the Boardroom Governance Podcast at:Patreon: patreon.com/BoardroomGovernancePod__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

The Chad & Cheese Podcast
Private Equity is Hungry - The State of M&A

The Chad & Cheese Podcast

Play Episode Listen Later Nov 20, 2023 16:06


The world is a volatile place. Inflation, conflict, elections and AI, to name a few, have meant a lot of things in business are taking a pause. Mergers and acquisitions are no exception. However, things are still moving, and signs of new life are everywhere. That's why we invited Georgios Markikus, managing partner at Venero Capital Advisors to the Textkernel booth in Paris at UNLEASH World to chat about the state of M&A. From the recent Clevy acquisition by Fountain to the current thawing of markets to how hungry private equity is at the moment to make things happen. Turns out, there's a lot of dry powder out there, which not only makes this interview interesting, but necessary for anyone who makes their living in workforce businesses.

Business of Tech
Fri Nov-17-2023: Remote Work, Private Equity Warning, U.S. Channel Growth, and Generative AI

Business of Tech

Play Episode Listen Later Nov 17, 2023 18:59


In this episode of the Business of Tech, Dave Sobel discusses the latest corporate studies on remote work and revenue, revealing the link between the two. He also highlights a warning about private equity and shares the U.S. channel growth forecast from the Canalys Forum Keynote. Dave explores the topic of cybersecurity and how cybercriminals exploit legal systems in their attacks. He also covers Microsoft's expansion of copilot AI to Windows 10 and Apple's adoption of RCS. Lastly, Dave shares his big ideas for the week.Five things to know today00:00 Remote Work and Revenue: Unveiling the Link in the Latest Corporate Studies04:27 Private Equity Warning and US Channel Growth Forecast at Canalys Forum Keynote08:20 Rethinking Cybersecurity: How Cybercriminals Exploit Legal Systems in Attacks11:06 Microsoft Expands Copilot AI to Windows 10 & Apple adopts RCS12:45 Our Friday Big IdeasSupported by: https://rejectioncon.com/Want to take my class? https://www.itspu.com/all-classes/classes/navigating-emerging-technologies-for-msps/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Support the show on Patreon: https://patreon.com/mspradio/Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.comFollow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftech

Be Wealthy & Smart
Why Stocks Are Up Three Weeks in a Row

Be Wealthy & Smart

Play Episode Listen Later Nov 17, 2023 4:03


Discover why stocks are up for a third week in a row and what's happening next. Here is my Linqto interview about technology and private equity: https://www.youtube.com/watch?v=QQjSJIvP_5M   Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest for the long-term, what a difference it would make, because the difference between investing $100k and earning 5% or 10% on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? -Asset allocation model with stock and crypto ticker symbols and percentages to invest -Monthly VIP investing webinars live with Linda -Private VIP Facebook group with daily interaction with Linda -Weekly VIP stock market & crypto update emails -Lifetime access with no additional cost -US and foreign investors, no minimum $ amount required Extending the special offer, enjoy a 50% savings on the VIP Experience by using promo code "SAVE50" at checkout. Pay once and enjoy lifetime access without any additional cost. Click here to enter code and save 50%. Or have a complimentary consultation with Linda to answer your questions by requesting a free appointment to talk with Linda. WANT TO BUY STOCK PRE-IPO?  #Ad Linqto has removed all the barriers so now everyday investors can invest. Sign up to receive a $500 credit toward your next investment from Linqto, click here: https://www.linqto.com/signup?r=e9tdhbl49v WANT HELP AVOIDING IRS AUDITS? #Ad Stop worrying about IRS audits and get advance warning at IRS Guard Dog: https://www.irsguarddog.com?afmc=2n PLEASE REVIEW THE PODCAST ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus PLEASE LEAVE A BOOK REVIEW FOR THE WEALTH HEIRESS BOOK Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) WANT MORE FROM LINDA? Check out her program: https://www.lindapjones.com/why-join-the-vip-experience/ Follow her on Twitter: https://twitter.com/LindaPJones WEALTH MENTORING LIBRARY OF PODCASTS Listen to the full Wealth Mentoring Library of podcasts from the beginning. Use the search bar in the upper right corner of the page to search topics: https://www.lindapjones.com/podcasts/ Sign up for my weekly wealth newsletter at www.lindapjones.com Be Wealthy & Smart, is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor™. Learn simple steps that make a big difference to your financial freedom.  (Some links are affiliate links. There is no additional cost to you.)    

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
Top 4 Issues for Sellers to Avoid with an LOI

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later Nov 16, 2023 62:27


Negotiating a clear letter of intent keeps a seller's position strong throughout the sale process. Bill Snow returns to discuss the top four mistakes sellers make with the LOI and his tips on avoiding these issues. He highlights the importance of planning for taxes and understanding the tax implications of a sale from the outset, how valuations vary and what can impact them, setting up a data room for due diligence before the LOI stage, the dangers of having unrealistic expectations, and the costs of not being prepared. View the complete show notes for this episode. Learn More: Negotiating the Letter of Intent Letter of Intent A Guide to M&A Negotiating Tactics Earnouts When Selling or Buying a Business | Complete Guide Additional Resources: Planning to sell your business? Schedule a free consultation today. Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue. Purchase your copy now of A Beginner's Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. Listen to Other Episodes: Do You Need Reps & Warranties Insurance When Selling a Business? Expert Advice on How To Sell Your Middle-Market Company How to Plan the Sale of Your Business from Start to Finish  

Freakonomics Radio
565. Are Private Equity Firms Plundering the U.S. Economy?

Freakonomics Radio

Play Episode Listen Later Nov 16, 2023 51:17


They say they make companies more efficient through savvy management. Critics say they bend the rules to enrich themselves at the expense of consumers and employees. Can they both be right? (Probably not.) RESOURCES:Plunder: Private Equity's Plan to Pillage America, by Brendan Ballou (2023).Two and Twenty: How the Masters of Private Equity Always Win, by Sachin Khajuria (2022).“The Economic Effects of Private Equity Buyouts,” by Steven J. Davis, John Haltiwanger, Kyle Handley, Ben Lipsius, Josh Lerner, and Javier Miranda (SSRN, 2019)."In Silicon Valley, Even Mobile Homes Are Getting Too Pricey for Longtime Residents," by Tracy Lien (Los Angeles Times, 2017).EXTRAS:"Should You Trust Private Equity to Take Care of Your Dog?" by Freakonomics Radio (2023)."Mobile Home Parks," by The Economics of Everyday Things (2023)."The Secret Life of a C.E.O.," series by Freakonomics Radio (2018)."Extra: David Rubenstein Full Interview," by Freakonomics Radio (2018).

Odd Lots
Lina Khan Is Sending a Message to the Private Equity Industry

Odd Lots

Play Episode Listen Later Nov 16, 2023 39:44 Transcription Available


Since becoming chair of the Federal Trade Commission, Lina Khan has arguably taken a novel approach to antitrust, one that incorporates broader ideas of what might actually constitute anticompetitive behavior. She's challenged huge tech companies like Amazon and Microsoft, and more recently, filed a lawsuit against a private equity firm that's been buying up anesthesiology companies across Texas. The action is noteworthy because it targets a common PE strategy of "rolling-up" multiple businesses and then consolidating them to eke out market efficiencies. So it's no wonder that PE players have called the FTC lawsuit "terrifying," or that Khan has been named "Wall Street's No. 1 enemy." In this episode, we speak with Lina Khan herself about the case, and whether the principles underlying it could be extended outside of healthcare to other industries with PE involvement. We also talk about political pushback, the FTC's research and examination process, and even... chickens.See omnystudio.com/listener for privacy information.

Building Biotechs: A Podcast by Recruitomics Consulting
Components of an Entrepreneurial Ecosystem with Mike LaRhette, Chief Business Officer at LabCentral

Building Biotechs: A Podcast by Recruitomics Consulting

Play Episode Listen Later Nov 15, 2023 45:47


This time on Building Biotechs: A Podcast by Recruitomics Consulting, we're joined by Mike LaRhette, Chief Business Officer at LabCentral. We discuss juggling responsibilities in biotech; how biotechs are saving the human race; the most important components of an entrepreneurial ecosystem; and some of the biggest obstacles when working with partners.

Smart Venture Podcast
#146 Canvas Ventures's Co-Founder and General Partner, Rebecca Lynn

Smart Venture Podcast

Play Episode Listen Later Nov 15, 2023 54:33


Rebecca is a Co-Founder and General Partner at Canvas Ventures where she leads early-stage investments in Fintech, Healthtech, and AI. Rebecca has been named to the Forbes Midas List five years running, a Woman to Watch: Senior Deal Maker by the Wall Street Journal, and a Top Woman VC by the New York Times. Some of her notable investments include Luminar (NASDAQ: LAZR), Lending Club (NYSE: LC), Practice Fusion (acq Allscripts), Gabi (acq Experian), Check (acq Intuit), RelateIQ (acq Salesforce), CrowdFlower (acq by Appen), Viewics (acq Roche), FutureAdvisor (acq Blackrock), and Figure8 (acq Appen).  Before founding Canvas, Rebecca served as a General Partner at Morgenthaler Ventures. During her time at Morgenthaler, one of her early investments, Doximity (NYSE: DOCS), went public in 2021 and was one of the year's largest IPOs. Before that, she was the VP of NextCard. At NextCard, the first online credit card company, Rebecca helped scale the company from 30 people to 1300 and an IPO.  You can learn more about:  How to invest in the world's changing entrepreneurs   Founding and managing a leading VC firm  How to be a value-adding board member  ===================== YouTube: @GraceGongCEO Newsletter: @SmartVenture LinkedIn: @GraceGong TikTok: @GraceGongCEO IG: @GraceGongCEO Twitter: @GraceGongGG =====================   Join the SVP fam with your host Grace Gong. In each episode, we are going to have conversations with some of the top investors, superstar founders, as well as well-known tech executives in silicon valley. We will have a coffee chat with them to learn their ways of thinking and actionable tips on how to build or invest in a successful company.

Creating Wealth Real Estate Investing with Jason Hartman
2078: The Dark Side of Private Equity; How It's Reshaping Real Estate & Impacting YOU with Gretchen Morgenson

Creating Wealth Real Estate Investing with Jason Hartman

Play Episode Listen Later Nov 15, 2023 46:05


This is part 2 of Jason's interview with Gretchen Morgenson. Jason discussed the Atlanta Federal Reserve bank data and housing affordability issue in the US. He highlighted the potential impact of a predicted housing shortage despite a lower population growth projection from the Census Bureau. Jason also talked about the structural labor shortage and its impact on unemployment rates and wage inflation, attributing it to a supply and demand imbalance. He expressed optimism about the impact of technology on job creation and promoted the 'Empowered Investor Guides Program.' FireYourManagers.com Jason welcomes Gretchen back as they finish the interview. They discuss how private equity's surge into single-family homes is reshaping urban landscapes, pricing out regular investors and first-time home buyers. They highlight concerns about these firms prioritizing profit over property maintenance, creating a semi-monopoly in the market. The impact stems from massive capital injections, largely sourced from public pension funds seeking high returns. Private equity's historical roots in leveraged buyouts are discussed, noting the industry's evolution and its current reliance on institutional investors. The conversation touches on rising interest rates affecting the real estate model and potential challenges for private equity firms. In closing, Gretchen warns individual investors of the industry's growing interest in their capital. #PrivateEquity #RealEstateMarket #Investing #HousingCrisis #Finance #EconomicImpact #PensionFunds #PropertyOwnership #MarketTrends #CapitalAllocation   Key Takeaways: Jason's editorial 2:06 America's population statistics 11:11 Atlanta FED data 12:37 Affordability map 16:28 Peak of affordability 19:57 Affordability now 23:23 Ai and the new necessities 26:50 Empowered Investor Guide- 6 Zoom sessions coming up Gretchen Morgenson's interview part 2 27:48 Crowding out phenomenon 29:41 Where are they getting so much capital 31:46 Private equity timeline 33:54 How private equity will impact the real estate market 36:02 Getting hyper-focused on rents 39:37 Financing the single home purchases and it's cost of debt 41:01 What kind of capitalism do we want to have 42:33 Beware- they're coming for the individual investor   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Heads Talk
175 - Eddie Short BM, P: Next Generation Cloud Series - MidEuropa, Data Analytics, Data Analytics, Data Analytics

Heads Talk

Play Episode Listen Later Nov 15, 2023 47:57


Follow me to see #HeadsTalk Podcast Audiograms every Monday on LinkedInEpisode Title:-