Podcasts about Private equity

Dan Pollock, Vice President of Corporate Development/M&A at SAM Companies Dan shares how he built SAM Companies' M&A function from the ground up—executing over 30 deals and transforming M&A into a strategic growth engine. Backed by Peak Rock Capital, SAM Companies focuses on acquiring founder-led geospatial and infrastructure services businesses. Dan dives deep into how he balances disciplined diligence with relationship-first sourcing, how his team integrates small companies into a larger framework, and why culture and seller alignment matter as much as price. Whether you're building out corp dev from scratch or refining your playbook, this conversation offers tactical insight into how to scale M&A the right way. Things you will learn: How to build an in-house M&A engine with a lean corp dev team How to source proprietary deals through trust and local relationships How to structure earnouts and retention payments to align incentives ________________________ Sponsored by DealRoom—where M&A chaos meets its match. Still stuck in spreadsheet hell? DealRoom helps corporate development teams take control—streamlining diligence, syncing integration, and eliminating the back-and-forth.

Tablets oder Smartphones zu mieten und im Zuge einer Kreislaufwirtschaft regelmäßig mit neuen Modellen versorgt zu werden – das ermöglicht es Unternehmen, ESG-konformer zu arbeiten und die Mitarbeiter unkompliziert mit aktuellen Devices zu versorgen. Dieses Modell des Device-as-a-Service betreibt die TKD-Gruppe. Vor einem Jahr hat sich DPE mehrheitlich an dem Unternehmen beteiligt und will jetzt noch einmal Wachstum generieren – sowohl organisch über Internationalisierung und neue Produkte als auch anorganisch über Zukäufe. Ein spannender Case – unter dem Motto „Kapital meets Device-as-a-Service: Leihen statt kaufen, investieren statt warten“ erläutern Andreas Schmid, Partner bei DPE, und Oliver Torlee, CEO von TKD, wie sie ihre Zusammenarbeit strukturieren und inwieweit Technologie-Targets in der aktuellen M&A-Situation besonders attraktiv für Finanzinvestoren sind.

Der Diversify Deals Podcast ist ab sofort unter neuem Namen für Euch da: **Deals Crunch** – Dein **Private Markets Deepdive** aus der Morningcrunch-Redaktion. Dieser Podcast wird unterstützt von NAO, Deutschlands größter App für Private Equity. Mach Deine Due Diligence: Jede Woche Donnerstag bringt der Deals Crunch Podcast von morningcrunch, powered by NAO, die wichtigsten Themen aus der Private Markets Welt. Private Equity Deals, VC-Runden, IPO-Kandidaten, Fonds-Launches – Paul und Hendrik berichten, was die Hinterzimmer der Finanzwelt beschäftigt. Denn die Insider wissen: Die spannendsten Deals finden abseits der Börse statt. Disclaimer: Dieser Podcast dient ausschließlich zu Informationszwecken und ist nicht als Anlageberatung zu verstehen.

On today's episode, Dr. Mark Costes is joined live from the Thrive Live event in Las Vegas by Brian Colao, a true authority on DSOs, mergers and acquisitions, and dental law. He shares his unparalleled insights on the current state of the DSO market, explaining how economic uncertainty, stalled private equity deals, and rising costs have created the most unpredictable environment in recent memory.   Brian breaks down why so many transactions are being abandoned, how multiples have changed since the white-hot years of 2021, and what smart dental entrepreneurs can do to position themselves for success despite the turbulence. From DSO formation strategy to picking the right partner, this is a masterclass in understanding what really matters in today's dental consolidation landscape. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.dykema.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

This week Andrew talks with DanceOne CEO Dan Galpern. DanceOne is the premier producer of educational & competitive dance events — and is the largest family of dance brands in the world. Dan began his career as a mergers & acquisitions attorney and then pivoted his career into private equity. In this conversation, Dan shares a behind-the-scenes look at his career and many of the success secrets he's learned about dealmaking and building companies. You'll hear powerful ideas on avoiding costly mistakes, identifying the right business partners, building great teams, & so much more. This episode is for anyone looking to achieve peak performance — in anything. ** Follow Andrew **Instagram: @AndrewMoses123Twitter/X: @andrewhmosesSign up for e-mails to keep up with the podcast at everybodypullsthetarp.com/newsletterDISCLAIMER: This podcast is solely for educational & entertainment purposes. It is not intended to be a substitute for the advice of a physician, psychotherapist, or other qualified professional.

 This is Matt Reustle. Today we are breaking down EQT, the Swedish global investment organization. Right off the top, I need to mention our guest today, Sean Barrett, who couldn't have been more perfect for this breakdown. Sean has been investing in the Alts since Blackstone christened this asset class just over a decade ago. Sean is the founder of Counter Global, and alt investing is ingrained in its DNA. We cover the massive, yet lesser-known EQT, the Wallenberg family ties, and how this business has continued to generate returns at scale. Beyond the EQT conversation, you are going to get a masterclass on Alts investing. Please enjoy this Breakdown of EQT. ⁠⁠⁠Subscribe⁠⁠⁠ to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠ ⁠here⁠⁠⁠. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠). Show Notes (00:00:00) Welcome to Business Breakdowns (00:01:38) Complexities of Alternative Asset Management (00:04:27) Understanding EQT: A Thematic Private Markets Investment Manager (00:06:36) The Wallenberg Legacy and EQT's Origins (00:11:54) EQT's Differentiation and Investment Strategy (00:20:36) Leadership and Succession Planning at EQT (00:25:15) Regulatory Environment and Strategic Focus (00:31:15) EQT's Private Equity and Asia Strategies (00:37:39) EQT's Strategic Use of M&A (00:39:49) EQT's Infrastructure Business (00:42:01) EQT's Real Estate Business (00:45:28) Innovative Exit Strategies (00:49:08) Fundraising Success and Future Prospects (00:59:31) Financial Model and Valuation (01:06:46) Key Risks and Opportunities (01:16:15) Lessons from EQT

Samim Ghamami, Senior Economist at the U.S. Securities and Exchange Commission, joins Mark, Cris, and Marisa to explore the rapid rise of the private credit market. With global assets surpassing $2 trillion, Samim breaks down the systemic risks posed by this opaque yet fast-growing asset class. The discussion delves into private credit's role in middle-market lending, private equity, and new markets like infrastructure and real estate, as well as its implications for financial stability and regulation.Access the full paper, Private Credit & Systemic Risk here: https://www.economy.com/getfile?q=2107637A-C535-4AFF-83BC-6CBA1AD1FAB9&app=downloadGuest: Samim Ghamami, Senior Economist at the Securities and Exchange CommissionHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.

Chances are high that you've heard about the way that “private equity” has acquired, hollowed out, and bankrupted some service, product, or company you depend on. For years, I understood the work of private equity only in the vaguest terms — that it was bad, and that it f*cked stuff up. I had to learn a lot more when I was writing Can't Even, because private equity acquisitions are one of many reasons work has become a burnout factory for so many. But I didn't fully understand the breadth and the depth of private equity's impact on our current economy until reading Megan Greenwell's Bad Company — which she started writing after resigning from her position of editor-in-chief of Deadspin after private equity acquired the site and began excavating and eliminating the very core of what it made it work. In today's episode, Megan joins me to answer your questions about how private equity actually works, how it affects industries, what companies it's historically targeted and who it's targeting now (hello, dental and vet care!) This episode will make you feel like you understand a structuring reality of our culture better — and will also help you understand why so many experiences and services just feel shittier. It's a hellscape of an episode but a deeply enlightening one! Thanks to the sponsors of today's episode!Get 15% off your order at ZBiotics.com/culturestudy, promo code CULTURESTUDYGet better sleep, hair and skin with Blissy and use CULTUREPOD to get an additional 30% off at blissy.com/CULTUREPODGet $75 off a Mill food recycler at mill.com/cultureGet rid of the Sunday Scaries by signing up for the Raw Signal Group newsletter at worldssecondbestnewsletter.comJoin the ranks of paid subscribers and get bonus content, access to the discussion threads, ad-free episodes, and the knowledge that you're supporting an indie pod trying to make its way in the world. If you're already a subscriber-- thank you! Join us in the discussion thread for this episode! Got a question or idea for a future episode? Visit culturestudypod.substack.com To hear more, visit culturestudypod.substack.com

This episode originally aired on Feb 20, 2024. Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he's built another type of empire as Partner, Chairman and Co-founder of private equity firm, HGGC. In this episode, SoFi's Head of Investment Strategy Liz Thomas sits down with Steve to discuss his career transition into business, what it takes to evaluate a new investment, and what alternatives can bring to the game. For more, read Liz's column every Thursday at ⁠On The Money⁠ by SoFi, sign up for the ⁠SoFi Daily Newsletter⁠, and follow Liz on Twitter ⁠@LizThomasStrat⁠. Notable mentions in the episode: (00:41) Intro (03:30) Transitioning from football into business (08:19) Succeeding by harnessing vulnerability  (11:29) Steve's advice for new investors? Be a forever student (15:08) Private Equity vs. Public Market Investing (17:05) Investment evaluation starts with the people in charge (19:48) Staying patient as an investor (22:20) Don't just chase the success story (23:41) How do you know when an investment has failed? (26:33) The fine art of portfolio construction  (30:05) Where do alternatives fit into the equation?  (32:08) The Hot Minute (34:28) Liz's Takeaways Additional resources: ⁠On The Money⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠Investing 101 Center⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠Wealth Investing Guide⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠ SoFi.com/Legal⁠. ©2025 Social Finance, Inc. All Rights Reserved.

In this episode of Karma School of Business, Sean Mooney continues the Elements of Value series, exploring what private equity professionals focus on when evaluating businesses that have the potential to thrive. You'll hear from: 0:49 - Vinay Kashyap of MainSail Partners on identifying bootstrap B2B software companies with strong growth potential, durable customer value propositions, and resourceful entrepreneurs. 6:19 - Kristin Johnson of Altamont Capital Partners on how her firm assesses market opportunities, team capabilities, alignment with founders, and introduces the concept of a "red team" to bring rigor to investment processes. 12:19 - Trent Hickman of VSS on partnering with founder-led businesses, the importance of management integrity, shared vision, and identifying "multiple ways to win." 20:50 - Misha Logvinov of MGX on the critical role of leadership quality, adaptability during change, and building a robust technology infrastructure that supports scalability and innovation. To listen to Vinay, Kristin, Trent or Misha's full podcast episode, go to https://www.bluwave.net/podcasts. To get connected to a world-class, perfect-fit service provider from our curated network, go to https://www.bluwave.net/start-a-project.

Interview recorded - 6th of June, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Clive Thompson. Clive has years of experience in the wealth management industry & a unique insight into central banks.During our conversation we spoke about what Clive is seeing in the economy, financial repression, changing system, US dollar and what industries Clive is watching. I hope you enjoy! 0:00 - Introduction2:35 - What is Clive seeing in the economy?6:13 - Financial repression?9:21 - Changing system11:48 - BRICs vs Western system?13:38 - FED mistake?15:47 - US Dollar18:13 - Capital flows19:40 - Europe vs US21:12 - Strong industries?23:20 - AI eliminating corporate workers?27:12 - The Fourth Turning32:35 - Investing in AIClive has 47 years of experience in finance & wealth management. This encompasses structuring and advice relating to quoted investments, Private Equity investments, family businesses, tax, residency, real estate, inheritance, Wills, legal, lending, Trusts, Companies and Foundations and all kinds of personal and private advice. He has been actively involved for decades in the arena of Trust structures. This often involved negotiating and discussing the contracts relating to the sale of family companies.Clive's latest position before retirement was as Managing Director in the Anglophone Private Clients Department of Union Bancaire Privée, UBP SA, based in Geneva. He was responsible for wealth management services provided to a small number of wealthy English and French speaking families.Clive continues to remain very active in the world of wealth, with a strong focus on Private Equity, and direct Equity Investing via the global stock markets. His passion is the financial analysis of Balance Sheets, P&Ls, Cash Flow and business projections. Clive loves examining business opportunities, like Private Equity, and digging into the fundamentals of quoted companies to achieve a market beating performance.Clive Thompson - YouTube -  @clivethompson-jc9my  LinkedIn - https://www.linkedin.com/in/clive-thompson-661997251/Video - https://www.youtube.com/watch?v=L9aye4wQ8OkWTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kapila Ratnam, Partner with the healthcare fund at NewSpring Capital, a Pennsylvania-based lower middle market private equity firm. She discusses some of the transactions NewSpring has completed in the pharmaceutical space, including Kincell Bio and Aerosafe Global. She walks us through the processes, along with both the opportunities and challenges faced when it came to those transactions. She also discusses the due diligence process on those deals and more.

One of the biggest challenges of selling your business is figuring out when and how to tell your employees. Announcing too early or too late can create a lot of headaches for both you and the buyer. You'll need to sort out big questions like: Will existing employee contracts continue, or will new ones be needed? What happens to their stock options and accrued leave? Should you ask them to sign non-competes? This episode of M&A Talk, with attorney Kyle Lawrence, dives into these crucial employee-related questions, helping you prepare for this important part of selling your business. View the complete show notes for this episode.   Want To Learn More?  Alternatives to Non-Competes with Employees Informing & Retaining Employees When Selling a Business How Your Employees Can Impact the Value of Your Business Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

Titles don't build trust, people do. And according to Rebecca Goodman-Stephens, that's where real leadership begins. Rebecca is the CEO of Moses Singer, a New York law firm, but her story starts far from the legal world. She grew up across the UK, Switzerland, and France, studied clinical psychology, and built her career in consulting and public accounting before stepping into her current role. Along the way, she kept coming back to the same core skill: understanding people. As she joins hosts Chris Batz and Howard Rosenberg, Rebecca shares how her background shaped her leadership style, and why listening, curiosity, and follow-through matter more than any formal authority. How do you get people to want to work with you? How does one shift a firm's culture without blowing up what's already working? Rebecca also talks about her move into legal services and what surprised her most, like how much creativity and momentum she's found in a space often viewed as slow to change. From evolving compensation structures to narrowing focus and driving intentional growth, she walks through the mindset behind her first two years as CEO. This episode touches on private equity and what legal leaders can learn from the accounting world. Rebecca offers a clear message: don't wait for outside investment to fix what you haven't yet addressed internally.   Episode Breakdown: 00:00 Meet Rebecca Goodman-Stephens 04:04 How Clinical Psychology Shapes Rebecca's Leadership Approach 08:02 Lessons from Consulting and Public Accounting 12:52 Why Rebecca Moved into Legal Services 15:50 What Surprised Rebecca About the Legal Industry 17:27 Leading Change as CEO at Moses Singer 21:13 Private Equity and the Future of Law Firms 24:23 Building a Resilient, Forward-Looking Organization 26:41 Launching a Business-Focused Law Firm Podcast 27:56 Personal Passions, Family Life, and New York Favorites   Links Connect with Rebecca Goodman-Stephens: LinkedIn Profile: https://www.linkedin.com/in/rebecca-goodman-stephens-b702665/   Connect with Howard Rosenberg: LinkedIn profile: https://www.linkedin.com/in/hrosenberg/ Company web profile: https://www.baretzbrunelle.com/howard-rosenberg   Connect with Chris Batz: LinkedIn Profile: https://www.linkedin.com/in/chrisbatz/  LinkedIn Company page: https://www.linkedin.com/company/columbus-street/ Columbus Street website: https://www.columbus-street.com/  Podcast production and show notes provided by HiveCast.fm  

Board meetings are a critical tool for private equity firms to drive strategy, track progress, and unlock value. In this episode, Sean Mooney, Lloyd Metz, and Doug McCormick explore how private equity boards operate, from setting agendas and assembling members to balancing tactical updates with strategic discussions.They discuss the importance of preparation, the role of independent directors, and how to ensure that board meetings foster alignment and productive decision-making. Whether you're refining your approach or learning how boards work, this episode offers key insights for making meetings count.Episode Highlights:2:27 - The strategic purpose of PE board meetings and how they differ from weekly updates.4:02 - Preparation benefits: How crafting the deck helps teams prioritize objectives.10:02 - Board composition explained: PE team members, independent directors, and management.18:48 - The role of independent directors: Strategic value and practical benefits.27:01 - Structuring meetings: Financial updates, strategy reviews, and actionable takeaways.34:13 - Avoiding pitfalls: Keeping board discussions strategic, not bogged down by readouts.47:20 - Board logistics: Meeting frequency, in-person sessions, and practical considerations.For more information on the podcast, visit bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.Visit us on LinkedIn at https://www.linkedin.com/company/best-but-never-final-podcast/Visit us on Instagram at https://www.instagram.com/bestbutneverfinal/For information on HCI Equity Partners, go to https://www.hciequity.comFor information on ICV Partners, go to https://www.icvpartners.comFor information on BluWave, go to https://www.bluwave.net

Bienvenue dans ce nouvel épisode de Private Equity VOX ! Dans cet épisode, nous avons le plaisir d'accueillir Thomas Duteil et Tanguy Tauzinat, cofondateurs de Trajan, un fonds d'investissement innovant spécialisé dans la transmission des PME françaises. Au micro d'Antoine Sage, Thomas et Tanguy partagent leur aventure entrepreneuriale, depuis le déclic qui les a poussés à quitter le confort des grands fonds jusqu'au lancement de Trajan en 2018.Au fil de la discussion, nos invités lèvent le voile sur leur approche unique du Private Equity, centrée sur l'humain, la transmission et l'accompagnement managérial. Ils racontent comment ils ont surmonté les défis de la levée de fonds, l'importance du premier deal pour lancer leur dynamique, et la force de leur partenariat avec Edmond Rothschild. Vous découvrirez également leur vision de la transmission d'entreprise en France, les spécificités du Management Buy-In (MBI) et la manière dont ils placent la relation humaine au cœur de chaque opération.Au programme : retours d'expérience, anecdotes de terrain, conseils pour futurs entrepreneurs et un regard lucide sur les mutations actuelles du Private Equity. Un épisode riche en enseignements pour tous ceux qui s'intéressent à l'investissement, à la transmission d'entreprise et à l'aventure entrepreneuriale !Merci d'écouter Private Equity Vox ! Si cet épisode vous a plu, n'hésitez pas à le partager sur vos réseaux, à vous abonner et à nous mettre un gentil commentaire.Je suis Antoine Sage, et je vous donne rendez vous au prochain épisode de Private Equity Vox pour un nouveau tête-à-tête avec un acteur clé du Private Equity.https://www.pe3.iohttps://www.linkedin.com/company/pe-cube/Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

In this conversation, Ismael Valdez discusses the significance of profitability, the impact of private equity on the industry, and the necessity of preparation for business growth. The discussion also touches on leadership, company culture, and the legacy that entrepreneurs leave for future generations. He emphasizes the importance of leading by example in parenting, the necessity of delegation in business, and the value of cultivating a high-performance team. He also touches on the challenges of navigating business growth, the drive for success, and the role of AI in enhancing customer service. Don't forget to register for Tommy's event, Freedom 2025! This is the event where Tommy's billion-dollar network will break down exactly how to accelerate your business and dominate your market in 2025. For more details visit freedomevent.com   00:00 The Journey to Success   03:01 Building a Winning Team   05:58 The Role of Competition in Business   08:54 Learning from Industry Leaders   12:05 The Importance of Profitability   15:01 Navigating Private Equity   17:49 The Impact of Private Equity on the Industry   20:58 Preparing for Business Growth   23:53 Leadership and Company Culture   26:57 Legacy and Future Generations   32:29 Parenting with Purpose   34:08 The Importance of Delegation   36:28 Cultivating a High-Performance Team   39:06 Learning from Mistakes   41:13 Navigating Business Growth   44:47 The Drive for Success   45:25 Market Expansion Strategies   48:20 The Role of AI in Home Services   52:23 Innovations in HVAC Technology  

Today's episode is a throwback from 2023 with Luke WillifordWant To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

With Crystal Palace in danger of missing out on Europe due to their ownership situation, and Chelsea being, you know, the way that they are, we felt it was time to talk to an actual expert about what private equity is and what is new about private equity ownership in sports. So we asked George Pearkes, all-around finance knower on social media and professionally Global Macro Strategist for Bespoke Investment Group, to talk to us about it.George is also the co-host of the Normal Men podcast: https://peark.es/podcast/Support the show

Viral Patel, CEO of Blackstone Private Equity Strategies Viral Patel unpacks how the firm is reshaping private equity for the next era. From launching new fund structures to leading thematic investments in sectors like electrification and AI infrastructure, Viral shares how Blackstone builds enduring value—and why alignment, data, and management fit are key to every deal. He also breaks down the cultural values that drive Blackstone's success and why individual investors are the future of private capital. Things you will learn: How Blackstone's investment philosophy is built on long-term secular trends What makes a management team the right fit—and why talent diligence is critical Why Blackstone created perpetual funds and how they work How data, scale, and operating resources become a strategic advantage post-close       ________________________ Sponsored by DealRoom—where M&A chaos meets its match. Still stuck in spreadsheet hell? DealRoom helps corporate development teams take control—streamlining diligence, syncing integration, and eliminating the back-and-forth.

Send us a textUnlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast TodayHave Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast!“Keep moving forward, it'll be OK.” - Chris Van DusenExclusive Insights from This Week's EpisodesGet ready for a game-changing episode with Chris Van Dusen, a serial founder who's built and exited multiple ventures and now exposes private equity's darkest secrets as a Senior Partner at Solyco Capital. Chris reveals the exit-killing traps that sink founders' liquidity events, from misaligned incentives to mentorship voids. Learn how his operator-led “smart capital” approach saves businesses from these pitfalls, ensuring explosive growth and protected exits. 00:04:00 Chris shares his journey from college baseball to accidental entrepreneur after a corporate restructuring.00:09:00 Why grit and resilience from athletics shape his entrepreneurial success.00:17:00 How Solyco's operator-led model outperforms traditional private equity.00:26:00 The “blue belt mindset” from Jiu-Jitsu that drives business resilience.00:31:00 Red flags in pitches: founders who chase “everyone” or lack focus.00:39:00 A founder's three jobs—vision, culture, capitalization—decoded.Click here for full show notes, transcript, and resources:https://podcast.deepwealth.com/447Essential Resources to Maximize Your Business ExitLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About IUnlock Your Lucrative Exit and Secure Your Legacy

Fundraising for Private Equity and Venture funds has slowed as interest rate have climbed. Stalled exits and reduced distributions have followed. There are 50% fewer venture companies today than just a few years ago. As a result, multiples for acquisition targets have decreased, thereby presenting an opportune time for active funds with capital to acquire companies at attractive prices. Companies in secondary and tertiary markets, in particular, can be very attractive. Mark Flickinger is General Partner and COO of BIP Capital. BIP invests in mid-market early stage companies in the Southeast and Midwest.

Rusheen Capital Management is a Santa Monica, CA-based private equity firm that invests in growth-stage companies in the carbon capture and utilization, low-carbon energy, and water sustainability sectors.–Prior to co-founding Rusheen, Jim started, invested in and run numerous companies. These include: US Renewables Group (Founder & Managing Partner), Stamps.com, Inc. (NASDAQ:STMP – Founder), Spoke Software, Inc. (Founder & CEO), Archive, Inc. (Founder & CEO – sold to Cyclone Commerce), NanoH2O, Inc. (Founder & Board Member – sold to LG Chemical), SolarReserve (Founder & Board Member), Fulcrum Bioenergy, Inc. (Founder & Board Member), Common Assets (Founder & Board Member – sold to NASDAQ:SCTY), SET Technology (Board Member) and OH Energy, Inc. (Founder & Board Member).–In this podcast, we talked about why investors should remain optimistic about investing in climate, how reliability trumps novelty in the energy sector every time, the need for geoengineering as today's Tylenol, how tithing and the Giving Pledge can catalyze funding from 650,000 ultra high net worth families to address climate's toughest challenges, why we need new financial structures to match the 10-20 year nature of hard tech climate solutions, and why he likes to walk in the dark in Southern California canyons to hear whispers of insights about business and life.–

Episode Topic: Joris Delanoue, co-founder and CEO of Fairmint, joins PayPod to explain how blockchain is disrupting private equity and fundraising. With cap tables becoming programmable, Fairmint is helping founders, investors, and communities escape legacy systems and embrace decentralized, on-chain ownership. Lessons You'll Learn: Why today's private equity system is outdated   How smart contracts can replace PDFs and spreadsheets   What Open Cap Table Format means for fintech innovation   Why solving compliance is the ultimate edge in crypto   How community ownership can become a norm, not an exception About Our Guest:Joris Delanoue is the CEO and co-founder of Fairmint, a company revolutionizing private equity by turning cap tables into blockchain-based smart contracts. With deep experience in SaaS, compliance, and crypto, Joris is leading Fairmint's mission to decentralize ownership and enable programmable equity for startups. Fairmint is backed by a coalition of legal and fintech leaders reshaping the rails of finance. Topics Covered: Legacy issues with equity and cap tables   Tokenizing ownership and on-chain liquidity   Compliance and regulatory clarity in the U.S.   The Open Cap Table Format (OCF) movement   UX innovation and the future of crypto adoption

It all began in 2019 at DeadSpin where Megan Greenwell was editor-in-chief. She had her dream job at the sports publication she'd always loved, leading a profitable digital media company with a devoted readership. Then the curse of private equity arrived. Within three months, everything collapsed. As Greenwell argues in her new book, Bad Company, she was pushed out, her entire staff followed, and the site was eventually sold to a Maltese gambling operation. What should have been a routine business acquisition became a personal awakening. Greenwell realized she'd witnessed something much larger than corporate mismanagement—she'd seen how private equity is producing avampire economy sucking the blood out of the American Dream. five takeaways1. Private Equity Violates Free Market Principles Greenwell argues that PE actually corrupts capitalism rather than representing it—citing Milton Friedman's own exceptions for public services like healthcare and education, which are now PE's biggest targets.2. The Debt Transfer Loophole Creates Perverse Incentives In leveraged buyouts, PE firms load companies with 70-80% debt but transfer responsibility to the acquired company, allowing firms to profit even when businesses fail—as happened with Toys"R"Us.3. Workers Rarely Know PE Owns Their Employer Until It's Too Late Most employees discover private equity ownership only when everything falls apart, because the company name on their paycheck remains the same while control shifts to financial engineers.4. The Vampire Effect Goes Beyond Individual Companies PE isn't just killing businesses—it's hollowing out entire communities, from rural hospitals in Wyoming to local newspapers, destroying the infrastructure that sustains small American towns.5. Solutions Exist at State and Local Levels While federal regulation remains unlikely, progress is happening through state laws (like Massachusetts healthcare regulations), pension fund pressure campaigns, and nonprofit alternatives that prioritize sustainability over shareholder value.Megan Greenwell is an American journalist, editor, and writer with extensive experience across print and digital media. She was the first female editor-in-chief of Deadspin and editor of Wired.com Background & Education: Greenwell grew up in Berkeley, California. Her mother is an Episcopal priest who currently serves as the Dean of Christ Church Cathedral in Cincinnati. She attended Berkeley High School, where she was a reporter for the school newspaper and graduated from Columbia University (Barnard College) in 2006, where she was editor-in-chief of the Columbia Spectator Career Highlights:* Started as a staff writer at The Washington Post, covering education, philanthropy, and the war in Iraq, including a three-month stint at the paper's Baghdad bureau * Was part of The Washington Post team that won the 2008 Pulitzer Prize for breaking news coverage of the Virginia Tech shooting WikipediaMegangreenwell* Worked as managing editor of GOOD Magazine, inaugural features editor at New York magazine's The Cut, and senior editor of ESPN The Magazine * Served as executive features editor for Esquire.com before becoming the fifth and first female editor-in-chief of Deadspin in 2018 * Later worked as editor of Wired.com and interim editor-in-chief of WIRED Current Work: She's now a freelance journalist based in Brooklyn and deputy director of the Princeton Summer Journalism Program PrincetonMegangreenwell. Her book "Bad Company: Private Equity and the Death of the American Dream" was published by HarperCollins on June 10, 2025Personal: Greenwell is married to David Heller, an assistant professor of internal medicine and global health at Icahn School of Medicine at Mount Sinai Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

Season 3, Episode 2: In this episode of No Cap Podcast, co-hosts Jack Stone and Alex Gornik sit down with John Imbriglia, CEO of Crowd Street, and Anna-Marie Allander Lieb, Investment Director, to discuss the company's remarkable recovery from the $63M fraud scandal that rocked its platform. John and Anna-Marie dive deep into how they turned a crisis into one of the biggest expansions in private equity. The duo reveals their shift from crowdfunding to private equity, how they're leveraging AI for smarter due diligence, and why more Americans are moving away from traditional financial advisors in favor of self-directed investing. TOPICS 00:00 - Introduction 05:00 - The Nightingale Fraud Scandal 10:00 - John's Background and Expansion Vision 15:00 - Due Diligence and Sponsor Vetting 20:00 - Technology Updates and Brand Strategy 25:00 - Building Trust Without Financial Advisors 30:00 - AI Integration and Portfolio Management 35:00 - Multifamily and Retail 40:00 - Conservative Leverage and Credit Approach 44:00 - Fall Launch Timeline for Private Markets Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

#ThisMorning on #BRN | #Finance | #2088 | #PrivateEquity is in #Trouble. Where Will it Go to Get a #Bailout? | Eileen Appelbaum,  Center for Economic and Policy Research | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness and #More - #Everyday

Send us a textIn this exclusive Family Office Club Fireside Chat, Richard C. Wilson sits down with John Lettera, co-founder of Fairbridge Asset Management, to explore how he built a $1 billion+ real estate platform from scratch—without an Ivy League pedigree, and with a military-honed mindset of discipline, transparency, and boots-on-the-ground diligence.John shares:How he scaled from $100K to $1B+ in real estate assetsWhy institutional capital found himThe power of walking every property himselfWhy real estate is “99% B.S.” and how to cut through itThe investor mindset shift that separates $50M players from $1B platformsHis take on sweat equity, downside risk, AI in real estate, and why he never chases capital

From time-to-time, I try to explain the amount risk the average person has in the stock market through their 401K, IRA or other equity accounts. I often struggle to get them to grasp just how precarious and fragile our system is. Most people think of our economy as a huge pyramid with a tremendous base making it very solid, and the economy is like that. However, half of every transaction in the economy is money (or fiat currency) which distorts the economy and dramatically increases its fragility. It would be more accurate to imagine an upside down pyramid where massive debts and leverage are producing an ever increasing pressure on a very tiny base. Geoffrey Gundlach is an expert at exploiting this system for value and it says a lot that he is not seeing much value anywhere, in any asset class.Geoffrey Gundlach Interview on Economy, Debt, Private Equity, and the Structural Issues in our Economyhttps://www.youtube.com/watch?v=VlwK4fHRPMc

Bryan Armour, director of ETF and passive strategies research for North America at Morningstar Research Services, discusses private equity ETFs and private credit ETFs. Armour also previews his session at the 2025 Morningstar Investment Conference featuring two ETF experts.Hear From Experts on Private Asset ETFs at the 2025 Morningstar Investment Conference How Do Private Equity and Private Credit Investments Work?Why Access to Private Markets Is ExpandingHow Private Assets Pose a Challenge in ETFsPrivate Asset ETF Performance: PRIV and XOVRWhat Does Morningstar Think of Private Asset ETFs?How Firms Are Pricing Private Portfolio SharesCan Private Credit ETFs and Private Equity ETFs Improve Diversification?What Investors Stand to Gain or Lose in Private MarketsWhy Private Equity and Private Credit ETFs Are Here to Stay Read about topics from this episode.  Register for the Morningstar Investment Conference 2025How Private Assets Impede the Benefits of ETFsNew Private Credit Funds Want Your Money. Here's Why You Should Be CautiousIt's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?What's It Taking for Private Equity to Reach Smaller Investors?Persistence of Performance in Private EquityUnlikely Allies: Vanguard and Others Team Up to Offer Private-Market InvestmentsPrivate Markets Are Coming to Financial AdvisorsInvestors First: Unlocking Opportunities in Private MarketsMorningstar′s Guide to ETF Investing What to watch from Morningstar. Market Volatility: Portfolio Diversification Is Winning in 202513 Elite Companies With Fast-Growing DividendsThe Stock Strategies That Are Paying Off in 2025Worried About Inflation? What to Know Before Buying TIPS ETFs Read what our team is writing:Bryan ArmourIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

In this episode, Stephen Schmidt interviews Chris Parrinello, a seasoned real estate entrepreneur with over 11 years of experience in private equity. They discuss Chris's journey into real estate, the importance of authenticity in building relationships, and the balance between active and passive investing in multifamily properties. Chris shares insights on the significance of marketing and sales, the value of collaboration across departments, and the current market trends that present opportunities for investors. The conversation also touches on the importance of mentoring young talent and the lessons learned from past mistakes in the industry.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

If you're curious about private equity but tired of all the jargon, in this episode, we break it all the way down—what private equity is, how it works, who it helps, and who it hurts. Whether you're building a business or just trying to understand the headlines, this is the clear, honest explanation you've been looking for.

Send us a textIn this episode, we dive into how private equity firms are adapting to a higher interest rate environment. With debt financing more difficult to secure, cash flow–positive companies are seeing increased demand. Our panel breaks down how valuations have shifted over the past two years, what it means for current holdings, and how firms are rethinking deal sourcing, diligence, and exit strategies. From creative recapitalizations to a renewed focus on operational efficiency, tune in for insights on the evolving PE landscape and how smart firms are finding value despite market headwinds.

⭐ INTERESTED IN FRANCHISE OWNERSHIP? Schedule a call with one of our coaches today!  https://www.francoach.net/

In today's episode, Integrity Square Founder Pete Moore dives into the roots and current landscape of private equity (PE) — and why it matters to literally

Half of business sales fail due to issues buyers uncover during financial due diligence, but being prepared for due diligence can lead to higher sale prices and a smoother transaction. In this episode, CPA and due diligence expert Bill Wiersema discusses inaccurate revenue recognition, non-compliance with state and local tax laws, and how sellers can increase their business's value by addressing accounting changes, tax compliance, and non-recurring items.  View the complete show notes for this episode.   Want To Learn More?  M&A Due Diligence Preparation Adjusting Financial Statements: A Complete Guide Preparing Financial Statements When Selling a Business Top Financial Challenges in Selling a Business Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Nick talks to the remarkable Allison Maslan, a world expert in building and scaling successful companies, about the core principles of entrepreneurship, drawing parallels between the challenges of scaling a business and the exhilarating experience of trapeze artistry, which Allison has practiced for 25 years. The conversation explores Allison's journey from growing up in an entrepreneurial family to starting her first business at 19, and the lessons learned along the way. They discuss the importance of having a strategic vision, understanding cash flow, and building a strong team culture, emphasising that effective leadership is crucial for scaling a business.  KEY TAKEAWAYS Embrace the Leap of Faith: Entrepreneurship often requires stepping out of your comfort zone, akin to a trapeze artist letting go of the bar. Facing fears can lead to increased confidence and growth in business. A clear and compelling strategic vision is crucial for guiding a business. Without it, teams may lack direction and alignment, leading to chaos and inefficiency. Understanding and managing cash flow is essential for business sustainability. Business owners should ensure they have a capable financial team that can grow with the company and provide accurate insights. A cohesive team aligned with the company's vision fosters a strong culture. This culture should be about shared values and mission rather than superficial perks, ensuring that employees feel invested in the business. Effective leadership is vital for scaling a business. Leaders must focus on personal growth, integrity, and fostering a positive mindset to inspire their teams and navigate the challenges of growth. BEST MOMENTS "When you jump off the trapeze... once they do it, they say that is the most exhilarating, exciting experience they've ever had. And they have this leap of confidence." "The first question a private equity firm will ask a business that they're interested in is, 'Tell me your vision.' I can't tell you the number of times a business owner screws up that question." "If this is success, I don't want it. I can't continue to function like this." "You can scale with other products and revenue streams as long as it's complementary to your brand and it's speaking to your avatar." GUEST RESOURCES Allison Maslan at Pinnacle - https://pinnacleglobalnetwork.com/scaleup/ VALUABLE RESOURCES Exit Your Business For Millions - Download This Guide: https://go.highvalueexit.com/opt-in  Nick's LinkedIn: https://highvalueexit.com/li Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies. He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits. This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/ Support the show: https://highvalueexit.com/

Eddie Speed is renowned as one of the nation's top note educators with more than 40 years of experience. He founded NoteSchool, an esteemed training company that focuses on educating individuals about purchasing both performing and non-performing discounted mortgage notes. His structured note-investing education has led thousands of students to success. Additionally, he holds the positions of Owner and President at Colonial Funding Group LLC. specializing in acquiring and brokering discounted real estate secured notes. Furthermore, Eddie is a principal in a family of Private Equity funds dedicated to acquiring bulk portfolios of notes. What You Will Learn: Who is Eddie Sppes? What prompted Eddie Speed to enter the note buying business at such a young age? How did Eddie's father-in-law influence his career in real estate? What significant experiences has Eddie had during his 44 years in the note investing industry? What does it mean to buy a note, and how does it differ from traditional real estate investing? How does Eddie structure the notes he buys to ensure they are more valuable? What advantages do notes offer compared to traditional rental properties? What are the key benefits of investing in notes that Eddie highlights for potential investors? What initial steps should someone take when considering investing in owner financing? How can individuals without cash still succeed in real estate investing? What are the key risks associated with note investing, and how can they be mitigated? Why is it important to start with a good piece of property in note investing? How does the current economic climate influence the note investing market? What factors affect the timing of note investing opportunities? What options are available for students interested in working with your coaching program? What benefits does note investing offer for real estate agents? Eddie shares his contact information so that everyone can reach him. Additional Resources from Eddie Sppes: Website: noteschool.com, colonialfundinggroup.com Email: max@noteschool.com Phone: +1817-410-4103 LinkedIn: https://www.linkedin.com/company/noteschool/ Facebook: https://www.facebook.com/thenoteschool X: https://x.com/TheNoteSchool Instagram: https://www.instagram.com/thenoteauthority/# YouTube: https://www.youtube.com/@NoteSchool Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Hour 1- Overreaction/Not an Overreaction: Knicks HC Search, Giannis Trades, Private Equity and Browns QB Room + Daniel Oyefusi, Cleveland Browns reporter for ESPN

Today is CPI Day, and all eyes are on the Consumer Price Index report for May. What will today's CPI data mean for the Federal Reserve's interest rate path and future market volatility? Lance Roberts & Danny Ratliff examine the implications for stocks, bonds, and consumer sentiment. Lance questions the data the government is providing, and examines the Small Caps' performance of late. What will be the impact of tariffs on CPI? Why now is a "normal" interest rate environment. Nobody cares about economic date revisions. Danny tackles the question of whether you should disclaim a $5-Million inheritance; hilarity ensues with an anecdote about Lance's son's request for money. No. Impossible Meat goes "Flexitarian;" more hilarity ensues. Danny & Lance discuss the sticky wicket of stock and land inheritances; CPI preview: No expectation of a hot print. SEG-1: What Difference Does a One-Tenth Percent Inflation Make? SEG-2: Inflation Expectations vs Real Life SEG-3: Should You Disclaim an Inheritance? SEG-4a: Beyond Meat & Flexitarian's SEG-4b: Land Inheritances & Liquidity Issues SEG-4c: CPI Preview RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=2SOCvadsj58&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=3&t=1s ------- Articles mention in this show: "Private Equity – Why Am I So Lucky?" https://realinvestmentadvice.com/resources/blog/private-equity-why-am-i-so-lucky/ "The Market Crash – Hope In The Fear" https://realinvestmentadvice.com/resources/blog/the-market-crash-a-set-up-for-a-rally/ "Does Consumer Spending Drive Earnings Growth?" https://realinvestmentadvice.com/resources/blog/does-consumer-spending-drive-earnings-growth/ ------- The latest installment of our new feature, Before the Bell, "Small Caps on a Tear...but," is here: https://www.youtube.com/watch?v=IaVrimYakns&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Private Equity is Coming for Your Money," https://www.youtube.com/watch?v=z5pY32IgCBY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=152s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MayCPI #InflationWatch #CPI2025 #MarketRally #SmallCapStocks #Russell2000 #TakeProfits #ReduceRisk #SlowingEconomy #ImpossibleMeat #Flexitarian #StockInheritance #EstatePlanning #InvestingAdvice #Money #Investing

In this conversation, Jesse Welch, an investment banker in the real estate space, shares his unique journey from film production to investment banking. He discusses his experiences in various industries, the importance of building relationships, and the grit required to succeed in the competitive world of investment banking. Jesse also highlights the growth opportunities at MidCap Global, particularly in the equities and medical investment sectors, while emphasizing the need for adaptability and understanding different business cultures.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Richard Fitzgerald, Co-Founder and Managing Partner at CapitalSpring, joins Sean Mooney to share the story behind one of the most enduring sector-focused firms in private equity. In a conversation that moves well beyond deal mechanics, Richard reflects on the early days of CapitalSpring, the value of sticking with a niche, and what it takes to build trust and alignment — across teams, LPs, and portfolio partners — over the long haul. Episode Highlights: 1:07 – Richard's path to private equity 7:53 – Building a sector-specialist investment firm with true competitive advantage 11:06 – We'd know Richard better if we knew this about him 18:27 – Working through hard things – navigating the pandemic 26:45 – The art of private equity in the franchise/multi-location sector – best practices 35:48 – Benefits of having a sector specialist franchisee investors for sponsors investing in franchisors 40:42 – Flexibility to provide both debt and equity solutions for growing businesses is a competitive advantage 43:05 – Richard's advice for his 22 year-old-self For more on CapitalSpring: https://www.capitalspring.com To connect with Richard Fitzgerald: https://www.linkedin.com/in/fitzgeraldrichard For more on Challenge Aspen: https://challengeaspen.org/ For more on the Michael J. Fox Foundation: https://www.michaeljfox.org/ Explore more episodes of Karma School of Business: https://www.bluwave.net/podcasts

Today is CPI Day, and all eyes are on the Consumer Price Index report for May.  What will today's CPI data mean for the Federal Reserve's interest rate path and future market volatility? Lance Roberts & Danny Ratliff examine the implications for stocks, bonds, and consumer sentiment. Lance questions the data the government is providing, and examines the Small Caps' performance of late. What will be the impact of tariffs on CPI? Why now is a "normal" interest rate environment. Nobdy cares about economic date revisions. Danny tackles the question of whether you should disclaim a $5-Million inheritance; hilarity ensues with an anecdote about Lance's son's request for money. No. Impossible Meat goes "Flexitarian;" more hilarity ensues. Danny & Lance discuss the sticky wicket of stock and land inheritances; CPI preview: No expectation of a hot print. SEG-1: What Difference Does a One-Tenth Percent Inflation Make? SEG-2: Inflation Expectations vs Real Life SEG-3: Should You Disclaim an Inheritance? SEG-4a: Beyond Meat & Flexitarian's SEG-4b: Land Inheritances & Liquidity Issues SEG-4c: CPI Preview RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=2SOCvadsj58&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=3&t=1s ------- Articles mention in this show: "Private Equity – Why Am I So Lucky?" https://realinvestmentadvice.com/resources/blog/private-equity-why-am-i-so-lucky/ "The Market Crash – Hope In The Fear" https://realinvestmentadvice.com/resources/blog/the-market-crash-a-set-up-for-a-rally/ "Does Consumer Spending Drive Earnings Growth?" https://realinvestmentadvice.com/resources/blog/does-consumer-spending-drive-earnings-growth/ ------- The latest installment of our new feature, Before the Bell, "Small Caps on a Tear...but," is here:  https://www.youtube.com/watch?v=IaVrimYakns&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "Private Equity is Coming for Your Money," https://www.youtube.com/watch?v=z5pY32IgCBY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=152s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MayCPI #InflationWatch #CPI2025 #MarketRally #SmallCapStocks #Russell2000 #TakeProfits #ReduceRisk #SlowingEconomy #ImpossibleMeat #Flexitarian #StockInheritance #EstatePlanning #InvestingAdvice #Money #Investing

On this episode of STATE of STATE, Justin and Tom discuss the ramifications for Penn State football following the House Settlement, and PSU's involvement in Elevate's private equity venture in college athletics. Visit bleav.com/shows/state-of-state for more information on the show, and other places to listen. New episodes of the show drop every week on YouTube, Apple Podcasts, Spotify, Google Podcasts, TuneIn, and wherever else you get your podcasts. Don't forget to subscribe, turn on notifications, comment, rate and like us! Become a “We Are STATE of STATE” Channel Member NOW and enjoy ad-free episodes: https://www.youtube.com/channel/UCb0ZP5t5_LbXV66Odp6BuOA/join     For official STATE of STATE merchandise, visit Blue White Outfitters at https://www.athlete-ecosystem.com/search?q=%22state+of+state%22&options%5Bprefix%5D=last     Music provided by Matty Fresh #weare #pennstate #collegefootball Follow us on X and Instagram @stateofstatepod

"McElroy & Cubelic In The Morning" airs 7am-10am weekdays on WJOX-94.5!See omnystudio.com/listener for privacy information.

Tuesday's 7am hour of Mac & Cube started off with a bit of a shock to see UCLA and Penn State to be the ones that started the Private Equity in College Football inevitability; then, Paul Finebaum, from the SEC Network, tells us what surprised him about the House Settlement, why the NCAA isn't really is business anymore, and why this won't stop people from watching College Football; later, the guys look at the value of walk-ons and how important they are to the football team; and finally, Greg Byrne, Alabama's Athletics Director, says how the House Settlement will affect the University of Alabama, what this means for their NIL plans, and whether or not private equity is on the horizon. "McElroy & Cubelic In The Morning" airs 7am-10am weekdays on WJOX-94.5!See omnystudio.com/listener for privacy information.

Amid a turbulent year, is the industry poised for more of the same or a sudden turnaround?Read Bain's 2025 Midyear Private Equity Report here. Register for Bain's Private Equity Midyear Report 2025 Webinar on July 16 here. 

Discover why IPO optimism is reigniting. Circle's recent IPO was a huge success, what does it mean for the IPO market? 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 percent or 10 percent 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? - Invest in stock ETFs, private equity and digital assets for potential high compounding rates - Asset allocation model with ticker symbols and % to invest -Monthly LIVE investment webinars with Linda, with Q & A -Private VIP Facebook group with daily interaction -Weekly investment commentary from Linda -Optional 1-on-1 tech team support for digital assets -Join, pay once, have lifetime access! NO recurring fees. -US and foreign investors, no minimum $ amount to invest For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any additional cost. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or have a complimentary conversation to answer your questions. Request a free appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). WANT HELP AVOIDING IRS AUDITS? #Ad Stop worrying about IRS audits and get advance warning at Crypto Tax Audit, here. 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 Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed   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 WEALTH BOOK Leave a book review on Amazon here. 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. :) Available for purchase on Amazon. International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning. Use the search bar in the upper right corner of the page to search topics. SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. 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.)

Robert F. Smith is the Founder, Chairman and CEO, Vista Equity Partners. Vista is a private investment firm that focuses entirely on enterprise software companies and manages $75 billion in assets across private equity, permanent capital, credit and public vehicles. Taken together, Vista's current portfolio companies are about 70 in number and house 70,000 employees, 700,000 customers across 175 countries, and 200 million global users. Its combined revenue would make the portfolio one of the largest enterprise software companies in the world.   Our conversation covers Robert's background, the special characteristics of enterprise software, screening potential targets, adding value through industry expertise, assessing management teams, employing operational and financial leverage, and exiting investments. We then turn to managing Vista and the competitive landscape, and close with reflections on Robert's past mistakes and impact through philanthropy.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

What if your business could scale faster—and exit smarter—without giving up control?In this episode, we dive into an often-overlooked strategy for building real estate-backed wealth: partnering with private equity. Neel Bhargava, managing partner of NB Group, joins Corwyn J. Melette to reveal how business owners can unlock massive growth and create lasting financial legacies by bringing on the right investment partners.Whether you own a gym, a clinic, or any business tied to physical locations, Neel breaks down how his team helps owners expand intelligently and eventually exit on their terms—without losing what they've built. He discusses how they scaled a gym franchise from 10 to 74 locations and helped a medical practice triple its reach, all while making strategic real estate moves along the way.This episode supports the Exit Strategies Radio Show's mission: to empower our community through financial literacy and real estate education. Neel's insights are especially powerful for business owners whose long-term wealth is tied to both operations and property.Key Takeaways:(07:20) Why most business owners don't plan their exits—and how that hurts them(17:53) The N&B Group's plan to grow from 15 to 45+ locations(19:01) How Neel structures flexible deals that protect founders(21:18) Case studies: expanding real estate-backed businesses at scale(22:48) The cost of trying to grow alone—and the benefit of strategic partnerships(24:16) How to think about your exit as early as you think about your entry