Podcasts about Private equity

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Best podcasts about Private equity

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Latest podcast episodes about Private equity

Behind the Money with the Financial Times
Wall Street banks and private equity's tussle over junior talent

Behind the Money with the Financial Times

Play Episode Listen Later Jul 23, 2025 23:24


The competition for junior talent between private equity and Wall Street banks reached a new peak this summer. That's thanks to a controversial recruiting practice that is causing both industries to find talent earlier and earlier.Now, powerful figures such as JP Morgan Chase CEO Jamie Dimon are publicly decrying the strategy. The FT's Wall Street editor Sujeet Indap and banking editor Ortenca Aliaj explain the origins of this friction and what it says about the future of Wall Street and private equity's top firms. Clip from the Psaros Center for Financial Markets and Policy - - - - - - - - - - - - - - - - - - - - - - - - - - For further reading:Wall Street vs private equity: can anyone stop the grad recruitment creep?Is investment banking still a jewel in Wall Street's crown?Private equity abandons early recruiting after Jamie Dimon fightback- - - - - - - - - - - - - - - - - - - - - - - - - - Follow Ortenca Aliaj on X (@OrtencaAl) and Bluesky (‪‬‪@ortenca.bsky.social‬), and Sujeet Indap on X (@sindap) and Bluesky (‪@sindap.bsky.social‬‪‬). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

InvestOrama - Separate Investment Facts from Financial Fiction
Diary of a Quant Hedge Fund - Dr Richard Saldanha

InvestOrama - Separate Investment Facts from Financial Fiction

Play Episode Listen Later Jul 23, 2025 18:15


A deep dive into the inner workings of hedge funds and quantitative investing, with Dr. Richard Saldanha, a seasoned quant, former hedge fund manager, and now an academic and consultant.Richard shares stories from his career, including cautionary tales of fraud, and offers a contrarian take on the democratization of finance. Learn why adaptability, skepticism, and data quality are more important than ever in today's markets.Watch it on Substack or listen on your preferred podcast app.Key Takeaways:* Data quality and access are critical—and often underestimated—challenges in finance.* Market inefficiencies persist, and quants thrive by exploiting them, but adaptability is key.* Many hedge fund strategies have become commoditized; true innovation is rare and valuable.* The democratization of investing is driven by ETFs, not hedge funds or private equity.* Due diligence is essential—fraud and misrepresentation still occur at the highest levels.Related episodes:* Previous episode with Dr. Richard Saldanha on AI * Marco Aboav: Quant Trading from Data to Alpha* Jim Simons, Renaissance Technologies & The Quant Revolution | Greg ZuckermanResources Mentioned:* Renaissance Technologies* AQR Capital ManagementConnect with Dr. Richard Saldanha:* On LinkedIn* Oxquant (Richard's consultancy)Timestamps & Topics:[00:00] - Introduction to Dr. Richard Saldanha - an insider's look at hedge funds.[00:36] - The Importance of Financial Data[01:55] - Quantitative Trading and Market Inefficiencies[03:34] - Challenges in Hedge Fund Strategies[05:20] - Renaissance Technologies: Ahead of the Game[07:55] - The Evolution and Challenges of Hedge Funds[09:41] - The Democratization of Investments[13:38] - Private Equity vs. Hedge Funds[18:18] - Cautionary Tales: Fraud in Hedge FundsAbout the Show:Investology is a podcast hosted by George Aliferis, CAIA, dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors. Listen on every podcast platform, or watch on YouTube.Thanks for reading Investology: re-think investment management! Subscribe for free to receive new posts and support my work.My Investing & Investment Management channelsInvestorama - Separating Investment Facts from Financial Fiction (YouTube)Investology - Re-Think Investment Management (YouTube)Investology in Audio versionFor B2B Brands, Marketers & PodcastersOrama (my business): helps brands grow with podcasts & videos - DM if you need help with a brand podcast or YouTube channelNewsletter about B2B marketing and podcasting: on Substack This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

INspired INsider with Dr. Jeremy Weisz
[Private Equity Series] Unlocking Real Estate's Best-Kept Secret With Alice Chen

INspired INsider with Dr. Jeremy Weisz

Play Episode Listen Later Jul 22, 2025 45:41


Alice Chen is the Partner & U.S. Leader at Pender Hastings Capital, a private equity firm specializing in niche, high‑return land development and real estate strategies. A former corporate and M&A lawyer, she pivoted into private equity and has built, operated, and exited multiple businesses across international trade, financial services, CPG, and technology. Named a “Top 40 Under 40” and featured in publications such as The Wall Street Journal, Forbes, and Success Magazine, Alice regularly shares her expertise through thought leadership and podcasts. She is deeply engaged in scaling U.S. land developers with strategic capital and advancing the firm's mission to partner with founders driving long‑term value. In this episode… Many investors struggle to find real estate opportunities that balance risk, scalability, and meaningful returns — especially in a volatile interest rate environment. Traditional multifamily strategies have become saturated or unstable, and it's hard to identify truly differentiated theses. How can investors uncover high-return niches that are both under-the-radar and backed by strong fundamentals? Alice Chen, an investor and private equity expert, shares how her firm navigated away from unstable multifamily deals and toward land development — an overlooked segment with a high barrier to entry. Alice explains how land development offers a built-in moat due to long-standing relationships and operational expertise that are hard to replicate. She advises investors to pursue strategies aligned with macroeconomic tailwinds, like the U.S. housing shortage, and stresses the importance of timing, mentorship, and relationship-building in achieving sustained success. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz interviews Alice Chen, Partner at Pender Hastings Capital, about seizing overlooked investment opportunities. Alice discusses how to evaluate land development as a private equity strategy, the importance of choosing the right co-founders, and the role personal routines play in professional success. She also shares insights on portfolio diversification, healthy habits, and early career lessons from M&A law.

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
Major Changes to SBA Loans (July 2025)

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

Play Episode Listen Later Jul 22, 2025 45:21


Learn all about how the new SBA loan standard operation procedures will influence your sale. Steve Mariani, a financing intermediary, emphasized the importance of understanding these changes, particularly the equity injection rules and the impact on vehicle liens, to navigate SBA transactions effectively.  View the complete show notes for this episode.   Want To Learn More?   SBA Financing When Buying or Selling a Business M&A Seller Financing: A Complete Guide Small Business Acquisition Financing   Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business 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.  

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Flexible Focus: The Key to Private Equity Success

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Jul 21, 2025 17:32 Transcription Available


Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Most people think private equity is about money. The truth, it's about knowing exactly how to turn a million into 10, when everyone else sees nothing but risk and today, my guest is going to show you how all this and more coming right now.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: https://making-billions.com/[THE GUEST]: Neel Bhargava is the Founding Partner of NB Group[THE HOST]: Ryan Miller is an Angel investor, former VP of Finance, CFO of an insurance company, and the founder of Fund Raise Capital,  https://www.fundraisecapital.co where his strategies helped emerging fund managers and deal syndicators to report raising over $1B following his strategies.Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

JACC Podcast
Structural Heart Disease, Obesity-Related Heart Failure, Private Equity Ownership in Hospitals | JACC This Week

JACC Podcast

Play Episode Listen Later Jul 21, 2025 16:31


In this episode of JACC This Week, Editor-in-Chief Dr. Harlan Krumholz introduces the journal's new design and highlights key studies from the July 29, 2025 issue. Topics include the under-expansion analysis of the ACURATE NEO2 valve, the impact of tirzepatide in obesity-related HFpEF, the effects of private equity ownership on heart failure care, and evolving strategies for managing multivalve disease.

AMA Journal of Ethics
Ethics Talk: What Should Clinicians and Patients Know About Private Equity in Health Care?

AMA Journal of Ethics

Play Episode Listen Later Jul 21, 2025 43:24


In May 2025, the Journal launched the AMA Journal of Ethics Grand Rounds. This live broadcast series features experts engaging important but neglected questions and topics heath care ethics and health policy and a live questions and answer segment. Like all of our Ethics Talk podcasts, AMA Journal of Ethics Grand Rounds are eligible for CE credit in several multimedia formats. This is the audio version of the AMA Journal of Ethics Grand Rounds broadcast: What Should Clinicians and Patients Know About Private Equity in Health Care. The featured guests on this episode are Drs Robert Field and Yashaswini Singh.  Recorded May 16, 2025.  Watch the broadcast here. 

SecureChat Podcast
The IAM Maturity Journey: Balancing Innovation, Complexity & Compliance

SecureChat Podcast

Play Episode Listen Later Jul 21, 2025 19:49


RKON Chief Revenue Officer, Brian Jeffords, sits down with Chief Information Security Officer, Gerard Onorato, and Director of IAM & Zero Trust, Duane Clouse, to unpack how organizations are navigating the growing complexity of Identity and Access Management. Together, they explore the challenges of managing identities across hybrid environments, diverse tools, and expanding user types—while addressing mounting regulatory pressure, evolving cyber threats, and the accelerating pace of technology.

Total Information AM
Trump plans executive order allowing 401k investments in private equity

Total Information AM

Play Episode Listen Later Jul 21, 2025 2:33


Financial expert Pam Krueger of Wealthramp-dot-com says people need to be careful of the new investing strategy.

Data Transforming Business
What is AI Hyper-Personalisation in CX and Why Does it Matter?

Data Transforming Business

Play Episode Listen Later Jul 21, 2025 30:11


"Customers are now expecting highly personalised, seamless, and efficient interactions across all the touch points,” stated Rahul Sareen, the Senior Leader–Cross Industry, Private Equity and Startups Solutions at Amazon Web Services (AWS). Sareen's statement represents the state of customer experience (CX) today. It's a demand that is forcing businesses to completely rethink how they engage with customers.In the recent episode of the Don't Panic It's Just Data podcast, John Santaferraro, CEO and Head Research Analyst at Ferraro Consulting, speaks to Gary Class, Industry Strategist, Financial Services at Teradata and Sareen. They discussed how data, AI, and hyper-personalisation are reshaping customer experience (CX). The time of one-size-fits-all customer service is long over. Sareen emphasises this change by quoting Jeff Bezos: "If you have 4.5 million customers, then you cannot just build one store. You have to build 4.5 million stores." This isn't just about dividing customers into groups; it's about providing a truly unique and personal experience for each person. How AI is Enhancing Customer Experience (CX)Alluding to the use of gen AI and AI agents in customer experience (CX), Class highlights a key application of AI – analysing unstructured data. He says, “The one time that customers tell you what they really want and need, it's on the phone." By "grafting the unstructured data analysed through speech and text onto the structured data," businesses get equipped with rich insights on untapped possibilities. Overall, it also provides a 360-degree preview of the customer experience (CX), which allows for increased proactive and custom developments.AI agents are set to take hyper-personalisation to new heights, the podcast guests believe. Alluding to the pros, Sareen points to their "predictive and proactive nature," which lets AI agents "identify and resolve issues before even customers are aware of them." Imagine a situation where a device automatically finds a problem, starts a support case, identifies a solution, and even applies a fix—all in real-time and without any input from the customer. Sareen calls this the "Nirvana state" of AI-driven customer service. It promises a smooth and genuinely smart experience.Unified Platform for Simplified Quality DataSimplifying how we manage raw data and turn it into quality data in a single system is critical for meeting the needs of AI in customer experience (CX).This is where Teradata comes in. Class says the company's approach centres on "harvesting all the data that you can collect in a conformed and harmonised framework." Their strategy includes providing industry-specific data models and leveraging the "capacity of a relational database engine that can deal with complexity at...

Best Real Estate Investing Advice Ever
JF 3970: Private Equity Truths, Cashflow Secrets, and the Power of Asking Investors ft. Ian Djuric

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jul 18, 2025 52:53


On this episode of Next Level CRE, Matt Faircloth interviews Ian Djuric, founder of Blake Capital Group, to unpack his journey from door-to-door trash sales to managing $2.2 billion in diversified real estate assets. Ian shares how he transitioned from a successful exit in the waste management industry into real estate by initially LPing into deals, then fully funding and running his own. He dives deep into the economics of multifamily renovations, why car washes are his new cashflow darling, and how he sources off-market industrial and hotel assets through strategic partnerships. The conversation also unpacks the hard truths and advantages of raising capital from both institutional and family office investors—and how asking investors what they actually want has been a key to his continued growth. Guest: Ian Djuric Current role: Founder & CEO, Blake Capital Group Based in: Florida Say hi to them at: ian@blakecapitalgroup.com or rob@blakecapitalgroup.com Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Be Wealthy & Smart
Linqto and NIKKL - My Take

Be Wealthy & Smart

Play Episode Listen Later Jul 18, 2025 26:29


Discover my experience with the situation between Linqto and NIKKL. 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.)

Grow Your Law Firm
The Impact of Private Equity on Legal Practice Today With Howard Ankin

Grow Your Law Firm

Play Episode Listen Later Jul 18, 2025 39:35


Welcome to episode 288 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Howard Ankin, owner of Ankin Law.   Howard is a third-generation attorney and founder of Ankin Law, a leading Chicago firm focused on personal injury, workers' compensation, trucking accidents, wrongful death, and Social Security disability. Raised around the legal profession, Howard's passion for justice began early—often accompanying his father to court during school breaks—and has fueled his career ever since. Since founding Ankin Law in 1997, Howard has built a powerhouse team of over 25 attorneys, earning a reputation for securing life-changing outcomes for clients. He's known not just for major wins, but for the relationships he builds—many of his clients are multigenerational. Howard continues the Ankin family tradition of accessible, high-quality legal support for clients at every stage of life. What you'll learn about in this episode:   1. Wisdom from Thought Leaders: - Marketing and advertising wisdom shared by thought leaders like Ken Hardison and John Morgan. - Increased competition due to more law firms engaging in marketing and advertising. 2. Professionalism and Firm Development: - Howard's dedication to professionalism in the legal field. - Howard's law firm in Chicago offering comprehensive legal services across various areas. 3. Challenges in the Legal Landscape: - Challenges posed by the influx of national law firms and private equity investments. - The importance of differentiation and effective marketing for survival in a competitive environment. 4. Commitment to Client Needs: - Howard's integrated approach to meeting client needs effectively. - Providing full-service legal support, including workers' compensation, medical malpractice, and other areas. 5. Future Outlook and Resilience: - Howard's continued passion for the legal profession despite potential challenges. - Upholding professionalism and commitment to growth in the face of changing legal dynamics. Resources:  Website: ankinlaw.com LinkedIn: www.linkedin.com/in/howard-ankin Facebook: www.facebook.com/AnkinLawOffice Twitter (X): https://x.com/ankinlaw Additional Resources:    https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

A Disciple's View with Todd Herman
Private Equity Into 401Ks with Zach Abraham

A Disciple's View with Todd Herman

Play Episode Listen Later Jul 18, 2025 48:10


Watchdog on Wall Street
Watchdog on Wall Street: Podcast for Weekend of July 19 - July 20 2025

Watchdog on Wall Street

Play Episode Listen Later Jul 18, 2025 118:49


Zombies Killed Capitalism. Government Monopoly Monsters. Stop Bailing Out the Big Banks!!! Inflation Acceleration?? Inflation Year over Year! The Truth About Taxes! Private Equity in 401ks??? Fire Powell??? Trump is a Toe-Dipper! Shut Up Obama!! A Marshall Plan For U.S. Housing Crisis?? Housing Inventory is NOT the Problem! No to the Sovereign Wealth Fund! Trump's YUUGE Supreme Court Win. Easter eggs in the BBB. Godzilla Torches the Japanese Bond Market! Outstanding News on the AI Business Front. Some DOGE Wins?? DeSantis is Killing It!!

Relentless Health Value
Take Two: EP445: What Does It Take for an Indie Primary Care Practice to Survive Right Now? With Tom X. Lee, MD

Relentless Health Value

Play Episode Listen Later Jul 17, 2025 46:19 Transcription Available


In this second take on episode host Stacey Richter speaks with Dr. Tom Lee, founder of One Medical and Galileo. The discussion centers on the survival of independent primary care practices in the current healthcare economy, the associated challenges, and the paradox of primary care.  Topics include reducing ER visits, managing downstream specialty spend, and the imbalance between CMS and commercial carrier payments to primary care practices.  Dr. Lee highlights the importance of 'enlightened leadership' and a 'value-focused mindset' in balancing efficient service operations with quality care. He also touches on the complexities of integrating technology and human-centered care, the importance of operational efficiency, and the challenges posed by current reimbursement models. For a bonus sidebar conversation with Dr. Lee, click here. === LINKS ===

M&A Science
The Secrets to Sourcing Proprietary Deals in Private Equity with Ryan Gable

M&A Science

Play Episode Listen Later Jul 17, 2025 62:28


Ryan Gable, Managing Partner, BW Forsyth Partners Ryan discusses how his team uses a hybrid private equity model backed by Barry-Wehmiller to execute people-first, long-term acquisitions. With over 55 deals and zero exits, Forsyth has developed a sourcing and integration playbook that challenges traditional PE norms, focusing instead on trust, cultural alignment, and multi-decade value creation. Ryan breaks down how to build relationships that convert to proprietary deal flow, structure rollover equity with flexibility, and align seller incentives for lasting outcomes. Things you will learn: How to source proprietary deals by building trust with founders and prioritizing cultural fit Why Forsyth avoids traditional PE norms like over-leveraging and fixed exit timelines How they structure flexible equity rollovers and provide liquidity without needing to sell Episode Chapters: [00:02:00] From Investment Banking to Building Forsyth with Barry-Wehmiller [00:07:00] Why Barry-Wehmiller Created a New Investment Arm Instead of Scaling Internally [00:10:00] The Hybrid Equity Model: Strategic Backing + PE Agility [00:14:30] Rollover Equity and How Forsyth Structures Flexible Liquidity [00:23:30] From Auction Fatigue to Sourcing Proprietary Deals [00:26:00] How Forsyth Builds Trust With Sellers (And Wins Deals Off-Market) [00:31:00] Why Founders Should Think About Selling Before They're Ready to Retire [00:41:00] Structuring Earnouts that Sellers Actually Want to Hit [00:49:00] The “Less is More” Approach to Post-Close Integration [00:56:00] The Future of M&A: Return Expectations, Capital Saturation, and Deal Discipline Questions, comments, concerns?Follow Kison Patel for behind-the-scenes insights on modern M&A

Everyday Endorphins
EP #156: Why Stress Resiliency is Foundational to Corporate Wellness with Sophia Mullins, Founder of Wall Street Wellness

Everyday Endorphins

Play Episode Listen Later Jul 17, 2025 45:12


Sophia Mullins, former VP in Private Equity turned founder of corporate wellness consultancy Wall Street Wellness, and I sat down for a candid conversation this week on redefining what it means to be 'well' in the corporate world. We explore how to engage in wellness practices from a more realistic approach for people in high-intensity jobs, as well as why 'corporate wellness' goes beyond programming and educational efforts. Sophia also shares her greatest lessons as an executive on Wall Street, as well as why learning how to navigate intensity with intentionality is what truly paves the way for achieving greater work-life balance in life.Tune in to hear how Sophia defines happiness and what brings her endorphins!

Revenue Builders
The Role of Emotional Intelligence and Authentic Leadership in B2B Sales with John True

Revenue Builders

Play Episode Listen Later Jul 17, 2025 68:56


In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by John True. They talk about the significance of emotional quotient (EQ) and authentic leadership in B2B sales. They discuss the critical skills required for reading the room, active listening, self-awareness, and authentic curiosity. John True shares insights on assessing EQ in sales leaders, the importance of vulnerability and genuine interest in helping others succeed, and the evolving landscape of private equity and AI in software companies. The conversation highlights the balance between science and art in sales leadership and the long-term impacts of being around great people and networks.ADDITIONAL RESOURCESLearn more about John True:https://www.linkedin.com/in/john-true-5b9653/Watch Force Management's Panel Discussion on AI in Sales Leadership: https://hubs.ly/Q03rlW4Z0Download the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:02:20] The Importance of Emotional Quotient (EQ) in Sales Leadership[00:04:14] Challenges of Digital Interactions in Sales[00:05:41] Effective Interview Techniques for Sales Leaders[00:08:15] Reading the Room: Identifying Key Players in Sales Meetings[00:10:02] The Role of In-Person Meetings in Sales[00:12:23] Defining and Developing Emotional Quotient (EQ)[00:23:03] Authentic Curiosity: A Key Trait for Sales Success[00:31:05] Leadership and Emotional Intelligence[00:34:40] Identifying Authentic Leadership in Sales[00:36:57] The Importance of Vulnerability in Leadership[00:38:25] Addressing Turnover and Accountability[00:40:09] Assessing Candidates' Authentic Curiosity[00:42:19] The Wana Factor in Leadership[00:43:11] Patriots vs. Mercenaries: Building Loyal Teams[00:45:53] Transformational vs. Transactional Leadership[00:46:51] Choosing Opportunities: Position vs. Growth[00:49:35] The Value of Great Networks and People[00:54:41] Trends in Private Equity and Software?[01:00:10] The Impact of AI on Future Opportunities[01:05:27] The Intersection of Art and Science in Revenue BuildingHIGHLIGHT QUOTES[00:07:50] "Great salespeople are able to navigate and adjust their message to the right people at the right level over time."[00:09:26] "You have to be here and in the moment to truly listen and respond with intuition."[00:36:40] "Effective leaders genuinely enjoy helping others succeed in their own terms."[00:48:54] "Many people confuse position with opportunity. Long-term success comes from prioritizing quality of leadership and growth."

Brookfield Perspectives
Identify Value, Buy for Value, Create Value: Private Equity with Anuj Ranjan, Katie Zorbas, and Adrian Letts

Brookfield Perspectives

Play Episode Listen Later Jul 17, 2025 21:19


What makes a great private equity investment? At Brookfield, we find unique opportunities in core sectors that map to our strengths and use our operational expertise to help businesses reach their full potential. Today, Anuj Ranjan, Katie Zorbas, and Adrian Letts join us to share learnings from 25 years of investments and operating experience, as well as how AI is driving Brookfield's value creation approach forward in industrials and essential services. Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.

HALO Talks
HALO Talks Fast Break: Navigating Franchise Growth-Greenfields, Acquisitions, and Scaling Fitness Brands with Private Equity

HALO Talks

Play Episode Listen Later Jul 17, 2025 6:59 Transcription Available


In today's Fast Break we're excited to bring you (a snippet) of our panel discussion at the recent Athletech Innovators Summit held in NYC, July 2025. Integrity Square Founder and HALO Talks host Pete Moore moderated a panel with Mark Federico (CEO of Fitness Holdings/Crunch Fitness) and Terry Blachek (Orange Theory Fitness) for a deep dive into the real-world challenges—and strategies—of scaling fitness franchises. Mark Federico's Growth Playbook Mark walked us through his journey, from running a nine-club independent brand to leading a 50+ club Crunch Fitness operation across 10 states. He shed light on the big question: Build new locations (greenfields) or buy existing ones (acquisitions)? He shared the calculus behind each approach, breaking down real cost factors and explaining why “development space” is critical for franchisees. Franchise Valuation—Not All Clubs Are Created Equal Many single-gym owners want “big company” multiples, but Mark explained why scale, growth runway, and strategic value make a huge difference in valuation. Pro tip: Buying a single club isn't the same as absorbing a whole region. If you want premium pricing, bring growth potential to the table. Financing Franchise Expansion Terry opened up about the risks and strategies he used to finance Orange Theory locations, including SBA loans, finding investor partners, and personally guaranteeing leases. They discussed what it really takes to stand behind a business—sometimes with tens of millions in personal guarantees—long before private equity gets involved. The Realities (and Rewards) of Entrepreneurship Both guests emphasized the massive personal and financial risks entrepreneurs take to build these fitness empires. Pete made an important point: These risks deserve respect and reward, not scorn. Bonus Insight: The "Microwave vs. Crockpot" Growth Model Terry shared Orange Theory's approach to expansion, balancing rapid growth with careful, sustainable development. If you're a franchisor or area developer, this is a must-hear perspective. Want to learn more? (You should. Otherwise you're playing checkers while the rest of the industry plays chess.)  Give us 10 hours of your time at the next HALO Academy starting Sept 8, 2025. Register at https://www.thehaloacademy.com now for $495 and earn a $100 gift card from our friends at Promotion Vault.  Testimonials at https://www.thehaloacademy.com/testimonials  ================================================== Thanks to Promotion Vault and HigherDose for sponsoring. For 15% off products sitewide (excluding bundles, kits, and full saunas) use the code GOHALO at https://www.higherdose.com Resources  Athletech News: https://athletechnews.com Mark Federico: https://www.linkedin.com/in/mark-federico-163069182 Terry Blachek: https://www.linkedin.com/in/terry-blachek-78431a174 Orange Theory Fitness: https://www.orangetheory.com Crunch Fitness: https://www.crunchfitness.com 

La Martingale
#274 - Investir dans le chaos - David Baverez

La Martingale

Play Episode Listen Later Jul 17, 2025 68:14


Le sujet :Crise de l'endettement public, tensions commerciales, guerres : l'économie mondiale vit une transformation radicale. Dans cet environnement instable, comment orienter ses investissements ? Quelles sont les opportunités cachées derrière le chaos apparent ?L'invité du jour :David Baverez est un investisseur avisé et l'auteur du livre Bienvenue en économie de guerre ! Au micro de Matthieu Stefani, il explique comment investir dans une économie chaotique.Découvrez :Pourquoi nous vivons un chaos inéditComment sortir d'une économie en stagflationBourse : pourquoi investir dans le premier centileLe grand danger des ETF et du private equityL'or et l'immobilier sont-ils vraiment des valeurs refuges ?Ils citent les références suivantes :Le livre Bienvenue en économie de guerre ! de David BaverezL'épisode #401 de GDIY avec David BaverezL'épisode #472 de GDIY avec Jean-Marc JancoviciAinsi que d'anciens épisodes de La Martingale :#273 - Faut-il investir dans la défense européenne ?On vous souhaite une très bonne écoute ! C'est par ici si vous préférez Apple Podcasts, ou ici si vous préférez Spotify.Et pour recevoir toutes les actus et des recommandations exclusives, abonnez-vous à la newsletter, c'est par ici.La Martingale est un podcast du label Orso Media.Merci à notre partenaire Sapians de soutenir le podcast.Réalisez votre bilan patrimonial et recentrez vos possibilités d'investissement avec Sapians en suivant ce lien.Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

The Heidrick & Struggles Leadership Podcast
Bonus conversation: Trends in private equity talent needs across North America

The Heidrick & Struggles Leadership Podcast

Play Episode Listen Later Jul 17, 2025 9:48


In this special feature of The Heidrick & Struggles Leadership Podcast, Heidrick & Struggles' Jason Henderson and Sean McLean sit down to talk about trends in private equity across Canada and the United States: evolving dynamics, human capital, and how leaders can compete in this environment. Hosted on Acast. See acast.com/privacy for more information.

The Stacks
Ep. 380 Private Equity Wins, The Community Loses Out with Megan Greenwell

The Stacks

Play Episode Listen Later Jul 16, 2025 69:23


This week on the Stacks, journalist Megan Greenwell joins to discuss her debut book, Bad Company: Private Equity and the Death of the American Dream. She breaks down the ins and outs of private equity, how it works, why it harms communities, and if there is an ethical path for the industry.The Stacks Book Club pick for July is God Help the Child by Toni Morrison. We will discuss next Wednesday, June 30th with Dana A. Williams.You can find everything we discuss on today's show on The Stacks' website:https://www.thestackspodcast.com/2025/7/16/ep-378-megan-greenwellConnect with Megan: Instagram | WebsiteConnect with The Stacks: Instagram | Twitter | Shop | Patreon | Goodreads | SubstackSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Becker Group C-Suite Reports Business of Private Equity
Private Equity & Physician Practices: The Good , the Bad, & the Ugly 7-16-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Jul 16, 2025 3:29


In this episode, Scott Becker breaks down the good, the bad, and the ugly of private equity involvement in physician practices, highlighting how margins, debt levels, and compensation structures determine outcomes.

The Wealth Flow
EP170: Syndication Lessons from a $50M Portfolio Builder - Geoff Stuhr

The Wealth Flow

Play Episode Listen Later Jul 16, 2025 56:31


Turning one duplex into a $50M real estate empire isn't luck, it's strategy, resilience, and relentless execution. Geoff Stuhr shares how he scaled Smart Asset Capital through grit, strategy, and smart partnerships. Tune in now and you'll hear lessons from his toughest syndications and how vertical integration became his unfair advantage.   Key Takeaways To Listen For How Geoff got hooked on real estate and what his grandma had to do with it The origin story of Smart Asset Capital and its growth to $50M AUM Lessons learned from the 89-unit apartment and how Geoff came out stronger Why a diversified industrial fund beat deal-by-deal syndication What his optimism and grit did to save his early deals from disaster   Resources/Links Mentioned In This Episode Ep. 03 - The 89 Unit Apartment Building From Hell (Our First Deal In Business) BiggerPockets Emerging Real Estate Markets by David Lindahl | Kindle and Hardcover Multi-Family Millions by David Lindahl | Kindle and Hardcover Hard Optimism by Price Pritchett | Kindle and Perfect Paperback Want to grow your wealth through real estate? Get the 5-step Limited Partner Checklist FREE at https://thewealthylp.com/.   About Geoff StuhrGeoff Stuhr is a Co-Founder and serves as Managing Partner at Smart Asset Capital. He leads investor relations and capital raising functions while providing overall direction and leadership for real estate-related activities. With a corporate background focused on digital transformation at many Fortune 100 companies, Geoff brings a wealth of experience in leveraging technology for business growth and innovation.   Connect with Geoff Website: Smart Asset Capital Podcast: Winning Wealth | Apple Podcasts and Spotify YouTube: Winning Wealth LinkedIn: Geoff Stuhr Facebook: Geoff Stuhr Instagram: @geoffstuhr X: (@geoffstuhr)   Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

Private Equity Podcast: Karma School of Business
From Turnarounds to Growth: Ben Gaw on Building High-Performing Teams in Private Equity

Private Equity Podcast: Karma School of Business

Play Episode Listen Later Jul 16, 2025 28:57


In this episode of Karma School of Business, Sean Mooney speaks with Ben Gaw, Partner and Head of Portfolio Operations at Cross Rapids Capital. Ben shares stories from his journey as a first-generation immigrant to becoming a sought-after private equity leader, highlighting lessons learned from turnarounds, rapid decision-making, and building successful companies.   Episode Highlights: 1:03 - Ben's background: From chemical engineering to corporate turnarounds, restructuring, and private equity. 10:03 - What makes a good company great: Identifying defensible markets, customer relationships, and opportunities hidden in mismanagement. 12:20 - The Cross Rapids playbook: Leveraging pattern recognition, providing resources, and empowering management teams to execute. 18:13 - Advice for uncertain times: The importance of assembling the right team, moving quickly, and focusing on growth from day one. 22:27 - Soft skills and leadership: How servant leadership and bedside manner help operating partners and executives thrive.   For more information on Cross Rapids Capital, go to https://www.crossrapids.com/ For more information on Ben Gaw, go to https://www.linkedin.com/in/benjamingawjr For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts

Find Your Exit - Exit Planning Strategies for Business Owners
046: From Startup to Exit: A Private Equity Journey with Alexis Sikorsky

Find Your Exit - Exit Planning Strategies for Business Owners

Play Episode Listen Later Jul 16, 2025 51:01


In this episode of Find Your Exit, host Mark Kravietz interviews Alexis Sikorsky, a strategic advisor and entrepreneur who successfully navigated a nine-figure exit to private equity. Alexis shares his journey from starting a software company to selling it, the lessons learned during the 2008 financial crisis, and the importance of due diligence and negotiation in the sale process. He introduces his APEX methodology, a framework designed to help business owners grow and prepare for successful exits. The conversation emphasizes the evolving relationship between founders and private equity, the significance of having a strong exit team, and the challenges founders face post-exit. Notable Quotes: " It's easier than you think. Don't get overwhelmed growing and selling your company.” FULL SHOW NOTES Connect with Us: Twitter LinkedIn Our Website

Swimming with Allocators
You Can Do Both: Investing for Mission and Performance

Swimming with Allocators

Play Episode Listen Later Jul 16, 2025 37:26


This week on Swimming with Allocators, Earnest and Alexa welcome Quincy Brown, Managing Director at FEG Investment Advisors. With 29 years of experience, Quincy discusses how his firm serves mission-driven organizations by integrating responsive investing strategies, focusing on diverse and emerging managers, and balancing financial performance with social impact. Key topics include the evolution of ESG investing, technology's role in creating new investment opportunities, and the importance of understanding client missions. Quincy also emphasizes that organizations can achieve both financial returns and social objectives by taking a long-term, strategic approach to investing, particularly in venture and private equity sectors. The conversation provides a nuanced look at how investment consultants are navigating changing landscapes of mission-aligned investing. Don't miss it! Highlights from this week's conversation include:Quincy's Career Path (1:09)FEG's History and Client Base (4:44)Building Trust and Client Relationships (7:00)Values-Aligned and Responsive Investing (9:17)Shift Toward Venture and Private Equity (12:26)Identifying Diverse and Emerging Managers (14:36)Diversity Criteria and Thresholds (17:01)Advice for Emerging Managers (18:03)Role of the Research Team (19:10)Fund Performance Trends (21:55)Mission Alignment Across Asset Classes (24:33)Lessons from ESG and DEI Trends (28:44)Exciting Trends in Venture and Private Markets (30:16)Advice for Allocators on Values-Aligned Investing (35:14)Connecting with Quincy and FEG and Parting Thoughts (36:34)FEG Investment Advisors is a Cincinnati-based investment consulting and OCIO firm serving nonprofits, endowments, and foundations nationwide. With a legacy of research-driven diligence, values-based investing, and a deep commitment to diverse and emerging managers, FEG is a leader in aligning capital with mission. Learn more at www.feg.com.Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world's most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB's parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

SaaS Metrics School
Want a Private Equity Exit? Start Tracking This Metric

SaaS Metrics School

Play Episode Listen Later Jul 16, 2025 4:23


In episode #298 of SaaS Metrics School, Ben Murray dives deep into one of his favorite metrics: ROSE – Return on SaaS Employees. If you're aiming to build a durable SaaS business or position your company for a private equity exit, this episode is a must-listen. Ben explains why ROSE is far more insightful than traditional Revenue per FTE and how it helps evaluate organizational efficiency by factoring in the actual investment made in your people—including fully burdened employee and contractor costs.

Becker Group Business Strategy 15 Minute Podcast
Private Equity & Physician Practices: The Good , the Bad, & the Ugly 7-16-25

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Jul 16, 2025 3:29


In this episode, Scott Becker breaks down the good, the bad, and the ugly of private equity involvement in physician practices, highlighting how margins, debt levels, and compensation structures determine outcomes.

EisnerAmper Podcast
Private Equity Meets Fintech Innovation: How Deals Get Done

EisnerAmper Podcast

Play Episode Listen Later Jul 16, 2025 16:39


In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Eric Byunn, Co-Founder, and Matt Alfieri, Partner, Centana Growth Partners, a growth equity fund that invests in the future of finance. They discuss the transaction Centana has completed with Beacon Platform. They walk us through the process, along with both the opportunities and challenges faced when it came to the transaction. They also discuss the due diligence process on the deal and more.

The MM+M Podcast
A Harvard professor's deal with private equity could save clinical research

The MM+M Podcast

Play Episode Listen Later Jul 16, 2025 35:23


The Trump administration's widespread cuts to federal funding for scientific and clinical research has adversely impacted hundreds of universities across the country.In the absence of reliable support from the federal government, where can clinical research teams look?Could the answer be private equity?Professor Gökhan S Hotamisligil, the James Stevens Simmons Professor of Genetics and Metabolism at Harvard T.H. Chan School, speaks with managing editor Jack O'Brien about the unique collaboration between Harvard and İş Private Equity, a Turkish financial organization which has pledged $39 million to fund the work of the professor and his clinical research team for a decade.As he notes, this doesn't make up for the lack of federal funding – nothing quite can – but it offers a much-needed lifeline during a turbulent time.For our Trends segment, we're previewing the Q2 earnings season for pharma companies – including what trends may impact their financial releases in the coming weeks. Music: “Deep Reflection” by DP and Triple Scoop Music. Step into the future of health media at the MM+M Media Summit on October 30th, 2025 live in NYC! Join top voices in pharma marketing for a full day of forward-thinking discussions on AI, streaming, retail media, and more. Explore the latest in omnichannel strategy, personalization, media trust, and data privacy—all under one roof. Don't wait—use promo code PODCAST for $100 off your individual ticket. Click here to register! AI Deciphered is back—live in New York City this November 13th.Join leaders from brands, agencies, and platforms for a future-focused conversation on how AI is transforming media, marketing, and the retail experience. Ready to future-proof your strategy? Secure your spot now at aidecipheredsummit.com. Use code POD at check out for $100 your ticket! Check us out at: mmm-online.com Follow us: YouTube: @MMM-onlineTikTok: @MMMnewsInstagram: @MMMnewsonlineTwitter/X: @MMMnewsLinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.

Knock Knock, Hi! with the Glaucomfleckens
Glauc Talk: What Is Private Equity? with Megan Greenwell

Knock Knock, Hi! with the Glaucomfleckens

Play Episode Listen Later Jul 15, 2025 67:04


Ever wonder what happens when people with zero medical training start buying up hospitals and clinics? This week, we're joined by journalist Megan Greenwell, who's spent years investigating the chilling spread of private equity in healthcare. We talk about what it means when medicine becomes a business, the moments that made her jaw drop during reporting, and why she thinks doctors and patients are both trapped in a system that no longer works for either of them. This one hits hard. Takeaways: How private equity is quietly reshaping American healthcare. What it's like to investigate medicine from the outside. The subtle (and not-so-subtle) ways profit motives impact care. Why many doctors are afraid to speak out—and who's filling that silence. What Megan Greenwell uncovered that even shocked physicians. — To Get Tickets to Wife & Death: You can visit Glaucomflecken.com/live  We want to hear YOUR stories (and medical puns)! Shoot us an email and say hi! knockknockhi@human-content.com Can't get enough of us? Shucks. You can support the show on Patreon for early episode access, exclusive bonus shows, livestream hangouts, and much more! –⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ http://www.patreon.com/glaucomflecken⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Also, be sure to check out the newsletter: https://glaucomflecken.com/glauc-to-me/ If you are interested in buying a book from one of our guests, check them all out here: https://www.amazon.com/shop/dr.glaucomflecken If you want more information on models I use: Anatomy Warehouse provides for the best, crafting custom anatomical products, medical simulation kits and presentation models that create a lasting educational impact.  For more information go to Anatomy Warehouse DOT com. Link: https://anatomywarehouse.com/?aff=14 Plus for 15% off use code: Glaucomflecken15 -- A friendly reminder from the G's and Tarsus: If you want to learn more about Demodex Blepharitis, making an appointment with your eye doctor for an eyelid exam can help you know for sure. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.EyelidCheck.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for more information.  Produced by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Human Content Learn more about your ad choices. Visit megaphone.fm/adchoices

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
How to Increase Your Business's Value and Attract Buyers

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

Play Episode Listen Later Jul 15, 2025 33:01


What do buyers look for in a business, and how can you increase the value of your business by focusing on these areas? Join us as we discuss strategies for increasing the value of your businesses to attract buyers with Justin Goodbread, a business coach and financial advisor.  View the complete show notes for this episode.   Want To Learn More?  M&A Guide | The 4 Types of Buyers of Businesses Optimizing Your Business for a Successful Exit How Involved Will I Be in Selling My Business? Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business 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.

He Said She Said the Money Guide Podcast
The Sports Edition (Not Really) (Episode 277)

He Said She Said the Money Guide Podcast

Play Episode Listen Later Jul 15, 2025 28:56


Private Equity in Youth Sports, Canada's impact on the Buffalo Bills, issues with Tesla, and when to take RMDs. Plus a competitor to FICO may help with that house purchase, even though new buyers are disappearing. Plus plus fallout from a nursing home bankruptcy and a lawsuit over beneficiary designations.

Real Estate for Breakfast
Private Equity's Secret Weapon: Real Estate Arbitrage, with Jordan Shtulman and Jonathan Wolfe

Real Estate for Breakfast

Play Episode Listen Later Jul 15, 2025 41:35


What if you could turn your real estate into a money-making machine while keeping your business running exactly where it is? Jordan Shtulman and Jonathan Wolfe of Stream Capital Partners have mastered the art of sale leaseback arbitrage, helping private equity firms unlock millions from non-earning real estate assets. With host Phil Coover, they explain how private equity firms buying businesses at four to eight times EBITDA can sell the underlying real estate at 12 to 18 times rent multiples. Tune in for their insights about structuring complex sale leaseback deals, the personality traits needed for success in commission-only brokerage, and why being an advisor trumps being a broker.Connect and Learn More☑️ Jordan Shtulman | LinkedIn☑️ Jonathan Wolfe | LinkedIn☑️ Stream Capital Partners | LinkedIn | Facebook | Instagram | X☑️ Phil Coover | LinkedIn☑️ McGuireWoods | LinkedIn | Facebook | Instagram | X☑️ Subscribe Apple Podcasts | Spotify | Amazon MusicThis podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional

Medical Money Matters with Jill Arena
Episode 138: What Private Equity Won't Tell You: A Physician's Guide to Due Diligence

Medical Money Matters with Jill Arena

Play Episode Listen Later Jul 15, 2025 13:55


Send us a textToday's episode is a conversation many private practice owners are either having—or avoiding: “Should I sell to private equity?”If you're a physician-owner, chances are you've had at least one conversation with a firm interested in buying your practice. Maybe they promised a lucrative buyout, better back-office support, or rapid expansion. Maybe they positioned themselves as the answer to your administrative headaches.It all sounds appealing, especially in a challenging reimbursement environment. But here's the truth: private equity deals are more complicated than they look on paper. There's what's pitched, and then there's what's really happening inside practices post-sale.So today, we're getting honest. This episode is for anyone considering a deal—or just trying to understand what PE involvement could mean for their future. If you're going through any transition with your practice, our goal is for you to be fully informed up front, and make the best possible decision, so it's one you're happy with several years down the road. In considering a deal with PE, there are a lot of moving parts and pieces. We'll unpack the promises, the pitfalls, and the must-ask questions before signing on the dotted line. Please Follow or Subscribe to get new episodes delivered to you as soon as they drop! Visit Jill's company, Health e Practices' website: https://healtheps.com/ Subscribe to our newsletter, Health e Connections: http://21978609.hs-sites.com/newletter-subscriber Want more content? Find sample job descriptions, financial tools, templates and much more: www.MedicalMoneyMattersPodcast.com Purchase your copy of Jill's book here: Physician Heal Thy Financial Self Join our Medical Money Matters Facebook Group here: https://www.facebook.com/groups/3834886643404507/ Original Musical Score by: Craig Addy at https://www.underthepiano.ca/ Visit Craig's website to book your Once in a Lifetime music experience Podcast coaching and development by: Jennifer Furlong, CEO, Communication Twenty-Four Seven https://www.communicationtwentyfourseven.com/

Disruptive Successor Podcast
Episode 196 - Preserving a Legacy, Planting New Seeds: The Hubbard Peanut Story with Marshall Rabil

Disruptive Successor Podcast

Play Episode Listen Later Jul 15, 2025 54:27


Marshall Rabil is the third-generation President and CEO of Hubbard Peanut Company, the country's oldest specialty peanut brand, famously known as "Hubs." Founded by his grandparents in 1954 in Sedley, Virginia, Hubs is a household name celebrated for its super extra-large Virginia peanuts. Before taking the helm, Marshall cultivated a global perspective, working in sustainable development and education in Japan and around the world. He later gained invaluable industry experience as a specialty food buyer at Whole Foods, inspired by the principles of Conscious Capitalism. In 2016, Marshall returned to his roots, bringing a vision to blend the company's rich tradition with modern innovation, community engagement, and long-term growth.SHOW SUMMARYIn this episode, host Jonathan Goldhill sits down with Marshall Rabil to explore the journey of leading a 70-year-old family legacy into the future. Marshall shares how his experiences abroad, from Japanese villages to international development projects, shaped his desire to use the family business as a catalyst for positive change in his own rural Virginia community. We dive into the nuts and bolts of this transformation, from turning an old grocery store into a vibrant community hub to competing against private equity-backed giants. Marshall offers a candid look at the delicate balancing act of honoring his grandparents' legacy while implementing new technology, marketing strategies, and, most importantly, navigating the complex dynamics of family ownership and succession.KEY TAKEAWAYSBusiness as a Community Catalyst: Marshall is using the business as a force for good, transforming an old grocery store into "The Hubs Vine," a community event space, and forging deep partnerships with the local food bank through initiatives like the "Homegrown Harvest" festival.The Value of Outside Experience: The Rabil family mantra was to "go and work for someone else first." Marshall's time in international education and at Whole Foods provided him with a unique perspective that has been crucial for innovating within the family business.Navigating the Private Equity Wave: Instead of selling to private equity firms that are acquiring competitors, the Rabil family chose to reinvest in their business. Hubs differentiates itself by focusing on its premium quality, its authentic story, and strategic partnerships with brands like Orvis.The Toughest Challenge is Family Alignment: Marshall reveals that the most critical and time-consuming challenge isn't operations or scaling, but getting the multi-generational family owners aligned on corporate governance, especially the buy-sell agreement.Modernizing a Legacy Brand: Marshall is spearheading the adoption of new technologies, from a sophisticated Shopify Plus website and data analytics tools to exploring automation on the production line, ensuring the brand remains relevant.Patience in a Legacy Business: Leading a 70-year-old company requires patience. Marshall emphasizes the need to take a step back, understand different family perspectives, and accept that meaningful change takes time.QUOTES"I was really starting to think how can business, um, be a catalyst for change in our community?""I was always encouraged to go out and do something before you want to come back here. So that was always kind of our family mantra was, you need to go and work for someone else first.""I think our value has multiplied because of some of those efforts. But it required a lot of work.""Of the seven things that you mentioned, that [family alignment on corporate governance] is the one that is taking the most time and attention... because you have to get the family on board.""I have to remind myself too, you know, take a step back. You'll get there. I like things to happen a little quicker than they do sometimes."Connect and learn more about Marshall Rabil and Hubbard Peanut Company:LinkedIn: https://www.linkedin.com/in/marshall-rabil-83a24a15/Company LinkedIn: https://www.linkedin.com/company/hubbard-peanut-company-inc/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

The Private Equity Podcast
How your competitors are using AI in the Private Equity industry with Greg Nieuwenhuys

The Private Equity Podcast

Play Episode Listen Later Jul 15, 2025 31:21


Guest: Greg Neuenhuis – Private Equity Advisor, Chairman & AI Expert Topic: Unlocking Generative AI for Private Equity & Portfolio Companies

The A Game Podcast: Real Estate Investing For Entrepreneurs
How To Get Rich Doing Boring Things | Nick Huber

The A Game Podcast: Real Estate Investing For Entrepreneurs

Play Episode Listen Later Jul 14, 2025 48:53 Transcription Available


Join Nick Lamagna on The A Game Podcast with our guest Nick Huber who has amassed an impressive 50 million dollar net worth owning 1.9 million square feet of storage across 63 locations in 11 states with a portfolio of $150 million plus! He is on a mission to show people a radically different way to think about success,  wealth and entrepreneurship and does a fantastic job showing you HOW with his brand new book Out NOW called The Sweaty Startup: How to GET RICH doing BORING things! He is an Entrepreneur, business owner, investor, Podcast host and Social media star fighting out of Athens GA by way of Indiana.    He went from a D1 athlete running on tracks to running boxes all around a college town as a budding new entrepreneur giving him the momentum and confidence to become the successful businessman he is today. He made a name for himself in the self storage world through Storage Squad and then catapulted his success in private equity with his company Bolt Storage.  He has since become an owner or stakeholder in 11 different businesses Including Somewhere.com, a recruiting company, REcostseg, a Real Estate services  company as well as a web development and marketing company and even a pest control company.   Gold nuggets all throughout this episode check it out now! Topics for this episode include: ✅ Things to know before becoming an entrepreneur ✅ How to build a winning business by learning from your competitors ✅ How you can invest in real estate when you don't have free time ✅  Why we seek approval from others to be successful + more! ✅ Why sales skills are crucial in business + more! Check the show notes to connect with all things Nick !   Connect with Nick Huber and The Sweaty Startup: www.nickhuber.com Nick Huber on Facebook Nick Huber on Instagram Nick Huber on Twitter Nick Huber on LinkedIn Nick Huber on TikTok Nick Huber on Youtube Buy the The Sweaty Startup Book on Amazon   Connect with Nick's Ventures: www.sweatystartup.com/ideas www.boltstorage.com www.somewhere.com www.recostseg.com www.adrhino.com www.spidexx.com www.boldseo.com www.titanrisk.com www.boltbuilders.com --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers  

Tipping Pitches
Mom-and-Pop Private Equity (feat. Jen Ramos Eisen)

Tipping Pitches

Play Episode Listen Later Jul 14, 2025 66:16


This week, Bobby and Alex remedy the mistake of not ranking the Rockies new jersey sponsor, York Space Systems. Then, they're joined by long time friend of the show Jen Ramos Eisen to discuss the growing influence and ownership of Diamond Baseball Holdings, a private equity backed minor league baseball ownership conglomerate that now owns over 40 MiLB teams. They talk about what this means for the current product, whether DBH will comply with contracting minor league teams, and just how the hell they came to be so influential in such a short period of time.Links:Jen's Defector piece on DBH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TP Kansas City Meetup Form⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join the Tipping Pitches Patreon ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tipping Pitches merchandise ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Call the Tipping Pitches voicemail: 785-422-5881Tipping Pitches features original music from Steve Sladkowski of PUP.

Clear Admit MBA Admissions Podcast
MBA Wire Taps 435—705 GMAT, private equity. Architect in London. Enlisted military, 332 GRE.

Clear Admit MBA Admissions Podcast

Play Episode Listen Later Jul 14, 2025 35:52


In this week's MBA Admissions podcast we began by discussing some of the recent activity on LiveWire; we followed this by highlighting a new article published by Clear Admit that summarizes the current situation for international students seeking visas to study in the United States. Graham noted Clear Admit's summer series of webinars, which focuses on top MBA programs' admissions essays, which will be attended by more than 20 of the top MBA programs. The second event is on Wednesday of this week, and includes Georgetown / McDonough, Michigan / Ross, UNC / Kenan Flagler, Vanderbilt / Owen and Yale SOM. Signups are here: https://bit.ly/mbaessay0725 Graham then noted four admissions tips; the first focuses on the importance and value of volunteering; the next three, part of Clear Admit's “Myth Busters” series, discuss whether only the very top MBA programs (M7) will help you succeed, whether being honest means you need to share all your weaknesses, and the desire for applicants to seek out what admissions officers want to hear. We continue our series of Adcom Q&As, which is a yearly series where we interview the admissions leaders at all the top MBA programs; this week we have Q&As from Emory / Goizueta, Chicago / Booth and Duke / Fuqua. Finally, Graham highlighted a recently published podcast, the MBA Decoded. This is a recording from a panel discussion from our MBA Fair event in Boston. For this week, for the candidate profile review portion of the show, Alex selected three ApplyWire entries: This week's first MBA admissions candidate is from Georgia and works in Private Equity. They also have a 705 GMAT score. This week's second MBA candidate is an architect in London and wants to transition into real estate private equity. They still need to take the GMAT or GRE. The final MBA candidate was enlisted in the military and now works in banking. Their short-term goal, post MBA, is investment banking. They have a 332 GRE score. This episode was recorded in Paris, France and Cornwall, England. It was produced and engineered by the fabulous Dennis Crowley in Philadelphia, USA. Thanks to all of you who've been joining us and please remember to rate and review this show wherever you listen!

The Weekly Take from CBRE
Roll with the Changes: Finding value in today's real estate investment market with AEW

The Weekly Take from CBRE

Play Episode Listen Later Jul 14, 2025 40:07


AEW's Chief Investment Officer and Head of Private Equity and Private Debt in North America, Mike Byrne and CBRE's Vice Chairman and Co-Head of US Large Loans in Debt & Structured Finance, Tom Traynor provide insights on how real estate investors today can mitigate risk and uncover opportunities by strategically deploying capital across diverse asset classes and regions.insights on deploying global capital:· Today's market demands flexible investment strategies that can adapt quickly to geopolitical shifts, interest rate changes and capital market volatility.· High-quality office assets in prime locations are piquing investor interest, offering potential upside while demand for class B/C assets remains muted.· Debt capital availability is improving, with both traditional capital sources and alternative lenders actively competing to finance deals.· Investors are increasingly targeting high-growth submarkets, prioritizing local demand drivers over broad asset class preferences.· Technology and AI are influencing investment decisions, with growing potential to enhance underwriting and portfolio strategy.

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Building Antifragile Portfolios: How Smart Investors Are Thriving in Uncertain Markets

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Jul 14, 2025 14:33 Transcription Available


Send us a textDiscover how experienced investors across real estate, tech, media, AI, art, and sustainability are building antifragile portfolios that don't just survive — they thrive through volatility, disruption, and global change.This panel, recorded live at the Family Office Club Super Summit, explores how investors are navigating market uncertainty, deploying capital into resilient asset classes, and turning passion into performance.Hear insights on:What it means to be an antifragile investorWhy legacy, authenticity, and alignment matter more than everStrategic trends in real estate, AI, sustainability, art, blockchain, sports, and digital mediaWhere capital is flowing in 2024 and what lies ahead

EisnerAmper Podcast
Private Equity in Oil & Gas: Big Opportunities & Challenges Explained

EisnerAmper Podcast

Play Episode Listen Later Jul 14, 2025 12:23


In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with John Kiser, President & CEO of Five States Energy Company, a Dallas-based private investment firm which manages a closed-end fund that invests in small, undervalued oil and natural gas properties in the U.S. John will share his outlook for investing in those properties, including the greatest opportunities, challenges and more.

Advisor Talk with Frank LaRosa
Is PE Worth It? Don't Get Enamored By The Check

Advisor Talk with Frank LaRosa

Play Episode Listen Later Jul 10, 2025 48:20


Key highlights include:-The difference between top-line and bottom-line deal structures, and what that means for your autonomy.-Why nimble capital from family offices might outperform “big name” PE firms.-What to ask before giving up equity, including the real cost of future clawbacks.-How the wrong deal can make you feel like a W-2 employee all over again.-When debt may be a better option than private equity - and what Kevin O'Leary had to say about it.Whether you're actively exploring a liquidity event or just fielding calls from buyers, this episode will equip you with the questions - and mindset - you need to protect your legacy and make the right long-term move.Looking for honest advice on your options? Learn more at www.eliteconsultingpartners.com

Scale Up Your Business Podcast
How Elite Private Equity Firms Scale Operations - And How You Can Too

Scale Up Your Business Podcast

Play Episode Listen Later Jul 10, 2025 21:49


Nick examines the technical yet crucial topic of how elite Private Equity firms effectively scale business operations. Drawing from his extensive experience in Private Equity and entrepreneurship, Nick highlights the significant differences between traditional business growth strategies and those employed by top firms like KKR and Blackstone KEY TAKEAWAYS Private Equity firms succeed not just by acquiring businesses at low prices but by executing operational improvements effectively. Founders can adopt similar strategies to enhance their business operations and drive growth. Establishing a structured 100-day plan can help business owners identify hidden value, design efficient organisational structures Successful Private Equity firms emphasise systemisation at scale, creating streamlined processes and centralised tech stacks.  Effective leadership is crucial for driving value. Business owners should assess their teams regularly and be willing to replace underperforming leaders to ensure the execution of their growth strategies. BEST MOMENTS "The real pros, they obsess over how to run them once they own them." "You do not need to sell to Private Equity to scale like Private Equity."  "If the team that's inherently brought in can't deliver the value creation plan, then they're replaced."  "In Private Equity, growth isn't left to hope, it's precisely engineered, it's methodical." VALUABLE RESOURCES Scale Your Business Beyond 8 Figures - Watch This Video: https://go.highvalueexit.com/scale-beyond  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/

Becker Group C-Suite Reports Business of Private Equity
Mid-Year Healthcare Private Equity Trends with Amber Walsh 7-9-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Jul 9, 2025 7:59


In this episode, Amber Walsh, Partner at McGuireWoods LLP, joins Scott Becker to discuss healthcare deal activity in the first half of 2025. She shares insights on rising deal values, sector-specific momentum in tech and biotech, and shifting dynamics in physician specialties and private equity exit strategies.

Jacobin Radio
Behind the News: Rule by Private Equity w/ Megan Greenwell

Jacobin Radio

Play Episode Listen Later Jul 7, 2025 53:00


Lily Lynch, who wrote about the NATO summit, discusses the event. Megan Greenwell, author of _Bad Company, _talks about the depredations of private equity. Behind the News, hosted by Doug Henwood, covers the worlds of economics and politics and their complex interactions, from the local to the global. Find the archive online: https://www.leftbusinessobserver.com/radio.html