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In this episode, Amber Walsh, Partner at McGuireWoods LLP, examines the recent SinglePoint acquisition of Helix Infusion Services and explains why it reflects broader trends shaping healthcare private equity.
Nick talks to Jean Moncrieff, CEO of the Small Giants Community and author of Finding Freedom, who shares his personal journey of building a company, almost losing it through an ill-advised exit, and eventually selling it successfully to his management team. The conversation explores how business owners can build high-value, purpose-driven companies that offer genuine lifestyle freedom. Jean and Nick dive deep into the crucial role of alignment, the psychology of leadership, and how to successfully navigate different exit options—including employee ownership models—by cultivating a high-performing leadership team. KEY TAKEAWAYS To successfully scale a business, founders must shift their mindset from needing to be the smartest person in the room to intentionally surrounding themselves with leaders who are highly capable of running things independently. When building a leadership team, alignment with the company's core values and unique culture is just as critical as a candidate's tactical skills and job capabilities. As an unprecedented wave of baby boomer business owners look to retire, a severe shortage of capable incoming leaders is creating a significant leadership vacuum. True financial and lifestyle freedom is achieved by systematically executing three distinct phases in order: exiting daily operational chaos, exiting the business's management operations, and finally, executing the financial exit of the business itself. BEST MOMENTS "Feed me, John, feed me... I was chasing output, I was chasing revenue... and I thought that's what this was all about." "You don't want to control your business, you want to be able to curate above it; you want to be in charge, but control is bad because you're stuck in everything." "I think it's almost like sticking a light bulb into the socket, and if the wiring's done right, the thing lights up." "The quickest way that I advise the founders that I work with to get to where they want to get to is bring the person who's done it. Bring the person in... and then get out of the way." VALUABLE RESOURCES Want to grow and scale your business? Check out Nick's Boardroom Program: https://gamma.app/docs/BOARDROOM-2026-FINAL-h2vknz5qne7vvwm To get your copy of Nick's book, Exit for Millions, go to http://bit.ly/4ngC2hO Nick's LinkedIn: https://www.linkedin.com/in/realnickbradley Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies. He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits. This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/
Most people think franchising is about income replacement. At the high-net-worth level, the real conversation is about enterprise value. Because the operators who approach franchising seriously are not just trying to buy themselves a business. They are thinking about cash flow, unit economics, operational infrastructure, EBITDA growth, private equity demand, and whether the business can eventually become attractive to a larger buyer. And once you understand that, the way you evaluate franchising starts to change. Most franchise buyers don't miss the opportunity because they fail to recognize a good brand. They miss it because they evaluate the opportunity too narrowly. They look at the concept, the customer demand, and the upfront cost, but they do not always understand how to vet the system, read the disclosure data, identify red flags, or think through the exit before they get in. In this episode of Money School Elite, I sit down with Scott Jones of Franchise Guide Group to unpack how serious operators and high-net-worth investors should think about franchising as a wealth-building vehicle. Scott has owned 10 franchises himself, advised operators for more than 20 years, and worked across the franchisee, franchisor, and supplier sides of the industry. And in this conversation, he breaks down how to evaluate franchising through the lens of diligence, capital efficiency, scale, cash flow, and private equity exit potential. About the Guest Scott Jones is the founder of Franchise Guide Group, where he helps high-achieving professionals, business owners, executives, and franchise operators evaluate franchise opportunities that align with their experience, goals, and long-term vision. With more than 30 years of business experience, Scott has worked as a CEO, franchise executive, entrepreneur, and multi-unit, multi-brand franchisee. He has helped hundreds of people explore franchising as a path to income diversification, career transition, business ownership, and greater personal freedom. Through Franchise Guide Group, Scott brings a practical, operator-level perspective to the franchise selection process, helping clients understand which opportunities fit their background, interests, capital, and desired outcomes. For Money School Elite listeners, Scott created a dedicated page where you can take the quiz, learn more, and schedule a call: https://connect.franchiseguidegroup.com/ms. You can also follow Scott on Instagram: @franchiseguidegroup. About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom. Resources Private Money Guide: https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery: https://go.moneyschoolrei.com/newbook-podcast
Today I'm bringing you a special episode with our sponsor EFG Holding. I recently interviewed Karim Moussa, Co-CEO of EFG Hermes Buy-Side, Head of Private Equity & Asset Management & CEO of Vortex Energy. Karim tells me how he got started in private equity, and how the thesis of investing with purpose led EFG to expand renewables, education and healthcare.This episode is brought to you by EFG Hermes One, your one app for investing in more than 35 stock markets. Start investing today!I'll be back with a new guest in a couple of weeks. But before that, we'll be airing the panel discussion on how AI will continue to impact Egypt and the region that I moderated in May. The panel was part of The Shift by e&, organised by the fantastic team at The Narrative Summit.Chapters:0:00 On this episode...2:12 Hustling in Berlin6:48 First Steps in Deutsche Bank9:23 A detour to Dubai11:29 Moving into Private Equity17:46 Building Vortex Energy24:01 Egypt's renewables potential26:56 Investing in education35:00 Lightning RoundMusic ID: 5ROQ12DERYHSUUVQ
In this episode of The Money Mondays, Dan Fleyshman sits down with entrepreneur Dave Royce, who built four pest control companies and a solar energy company while helping scale one of the largest residential pest control businesses in the United States.Dave shares how he went from a broke college student struggling to make a single sale to becoming a top rookie, sales manager, founder, and multi-time business builder. He breaks down the door-to-door sales model, how young reps can earn life-changing money in a single summer, and why sales is one of the most valuable skills anyone can learn.Dan and Dave also dive into investing after a big income year, how to avoid lifestyle inflation, why access matters in private investments, and how to think about risk, savings, and long-term wealth. The conversation closes with a powerful discussion on philanthropy, purpose, education, charity, and Dave's commitment to giving the majority of his wealth away.This episode is for anyone interested in sales, entrepreneurship, scaling teams, investing smarter, and building a life with both money and meaning.Like this episode? Watch more like it
En este episodio de Rodcast recibimos por segunda ocasión a Jesús Carmona, Senior Advisor en firmas de Private Equity en Estados Unidos, para una conversación imperdible sobre el mundo de las inversiones, la creación de valor y las oportunidades que están redefiniendo el panorama empresarial global.Con una visión privilegiada desde el ecosistema financiero estadounidense, Jesús comparte cómo operan los fondos de private equity, qué buscan los inversionistas en las empresas, las tendencias que están marcando el rumbo de los mercados y las claves para que un negocio pueda crecer, profesionalizarse y atraer capital estratégico.En esta segunda visita a Rodcast, profundizamos en los retos y oportunidades que enfrentan emprendedores, empresarios y líderes en un entorno cada vez más competitivo, ofreciendo valiosos aprendizajes para quienes buscan entender cómo se toman las decisiones detrás de las grandes inversiones y qué se necesita para construir compañías preparadas para el futuro.
Rassegna Stampa Economica e Finanziaria – 23 Giugno 2026ECONOMIA, POLITICA INDUSTRIALE E PNRRTestate: Il Sole 24 Ore, MF, Corriere della Sera, Avvenire, Italia OggiPiano Casa: primo via libera parlamentare* La Camera ha approvato il Piano Casa, misura destinata ad aumentare l'offerta abitativa e favorire l'edilizia residenziale pubblica.* Nominato commissario straordinario l'architetto Felice Squitieri, con mandato fino al 31 dicembre 2027.* Obiettivo dichiarato: realizzare o recuperare circa 100.000 alloggi in dieci anni.* Prevista una maggiore apertura ai fondi esteri e novità sul fronte mutui e investimenti immobiliari. Coltiva Italia: un miliardo per l'agricoltura* Il decreto “Coltiva Italia” mobilita 1 miliardo di euro per rafforzare la produzione agricola nazionale.* Focus su sicurezza alimentare, autosufficienza produttiva e resilienza della filiera agroalimentare. PNRR: raggiunto il target sulla giustizia civile* L'Italia centra uno degli obiettivi più rilevanti del PNRR.* Ridotti i tempi medi dei procedimenti civili, migliorando uno degli indicatori storicamente più critici per la competitività del Paese.* Segnale positivo per attrazione di investimenti esteri e rating istituzionale. Infrastrutture: accelerazione su ferrovie, cantieri e porti* Governo impegnato a sbloccare il dossier Ferrovie dello Stato.* Al centro anche la riforma della governance portuale per aumentare la competitività rispetto agli hub del Nord Europa.* Confermata l'accelerazione sugli investimenti infrastrutturali strategici.BANCHE, FINANZA E MERCATITestate: Il Sole 24 Ore, Milano FinanzaUniCredit-Commerzbank: Berlino alza le barricate* Il governo tedesco ha dichiarato che non intende cedere a UniCredit la quota pubblica del 12,7% di Commerzbank.* L'operazione resta quindi in stallo.* Si conferma il tema della resistenza politica europea alle grandi aggregazioni bancarie transfrontaliere. MPS punta a diventare la nuova Mediobanca* Continua la strategia di rafforzamento di Monte dei Paschi.* Obiettivo dichiarato: evolvere verso un modello più vicino alle grandi banche d'affari italiane.* Possibili implicazioni sul futuro risiko bancario nazionale. Euro digitale: sovranità monetaria europea* Secondo l'ex presidente INPS Pasquale Tridico, l'euro digitale rappresenta un passaggio fondamentale per l'autonomia monetaria dell'Unione Europea.* Tema sempre più centrale nel confronto con Stati Uniti e Cina. Private Equity: in arrivo 800 exit* Attese circa 800 operazioni di exit nei prossimi anni.* Il 65% potrebbe finire in mani estere.* Evidenzia la difficoltà del sistema finanziario italiano nel trattenere il controllo delle imprese innovative in fase di maturazione. ENERGIA, TECNOLOGIA E TRANSIZIONE DIGITALETestate: Milano Finanza, Il Giornale, Corriere della SeraData Center: Italia candidata a hub europeo* Secondo ING, la domanda dei data center potrebbe arrivare a 90 GW.* L'Italia viene indicata come hub strategico per la sovranità digitale europea.* Opportunità significativa per investimenti in reti elettriche, infrastrutture digitali e real estate tecnologico. Sovranità tecnologica e fabbisogno energetico* Cresce il consenso sul fatto che AI, cloud e data center richiedano massicci investimenti nella produzione elettrica.* La competitività tecnologica sarà sempre più legata alla disponibilità di energia a costi sostenibili. Nucleare: nuovi segnali di riapertura* Tornano le ipotesi di un ruolo operativo per Roberto Cingolani sul dossier nucleare.* Il tema rientra nell'agenda energetica strategica nazionale. GEOECONOMIA, COMMERCIO INTERNAZIONALE E DIFESATestate: Corriere della Sera, Repubblica, La Stampa, Avvenire, Milano FinanzaIran-USA: accordo parziale su petrolio e nucleare* Dopo 18 ore di colloqui in Svizzera emerge una prima intesa tecnica.* Possibile sospensione per 60 giorni delle sanzioni sul petrolio iraniano.* Previsto lo sblocco di circa 12 miliardi di dollari di asset congelati.* Teheran potrebbe tornare a esportare greggio sui mercati internazionali.* Notizia potenzialmente positiva per la stabilizzazione dei prezzi energetici globali. Difesa europea: accordo franco-tedesco sui carri armati* Francia e Germania rilanciano la cooperazione industriale nel settore difesa.* KNDS punta al carro armato europeo MGCS.* Valutazione stimata tra 15 e 18 miliardi di euro.* Coinvolti anche Rheinmetall e Thales.* Obiettivo operativo: sostituzione di Leopard 2 e Leclerc entro il 2040. Italia-USA: il business continua* Nonostante le tensioni diplomatiche, le imprese confermano la volontà di mantenere relazioni economiche solide tra i due Paesi.* Il commercio resta il principale fattore di stabilizzazione dei rapporti transatlantici. FISCO, PREVIDENZA E NORMATIVATestate: Il Sole 24 Ore, Italia Oggi, Il GiornaleTax Expenditures ancora a livelli record* Le agevolazioni fiscali censite restano 573.* Nonostante alcuni tagli, il sistema continua a essere molto frammentato.* Tema cruciale per il futuro della riforma fiscale. Previdenza: ritorna il dibattito sul controllo umano* Cresce l'attenzione sul ruolo dell'automazione nella gestione pensionistica.* Le casse previdenziali tornano a chiedere modifiche fiscali e statistiche per migliorare la sostenibilità del sistema. CONSUMI, TURISMO E SANITÀTestate: Libero, Italia Oggi, Sole 24 Ore SaluteTurismo record, ma prezzi ancora elevati* La stagione estiva si conferma molto positiva sul fronte degli arrivi.* Tuttavia l'inflazione continua a comprimere la capacità di spesa delle famiglie.* Alcune località segnalano minore permanenza media e maggiore attenzione ai prezzi.Farmaci: aumenta la pressione sui prezzi* Cresce il confronto tra AIFA, industria e sistema sanitario sui costi dei medicinali.* Possibili effetti sui bilanci pubblici e sulla spesa sanitaria privata. Gettonisti: oltre un miliardo in due anni* La sanità pubblica ha speso oltre 1 miliardo di euro in due anni per personale medico a gettone.* Il fenomeno continua a rappresentare una criticità strutturale per il SSN.
We invited a PE guy onto the podcast. Please hold your tomatoes.Johnny Hilbrant, the internet's favorite parody of the private equity finance bro, joins Liat to break down why "private equity" has become a dirty word in behavioral health, what PE actually is in plain English, and what the behavioral science of wealth, status, and rich guy energy can actually teach us about ourselves.Tune in or miss the F out!Behavior Concepts Covered:Functional Behavior AssessmentReinforcementMotivating OperationsMatching LawSocial ValidityStimulus ControlVerbal BehaviorConnect with Johnny!InstagramTikTokYoutubeX/TwitterLinkedInCameo Connect with Behavior BitchesInsta: @behaviorbitchespodcastFacebook: Behavior Bitches PodcastWebsite: BehaviorBitches.comContact Us: For podcast inquiries, episode ideas, or just to say hi, email us at behaviorbitches@studynotesaba.com Leave us a 5-star review in the Apple Podcast App so we can read it to everyone during our episodes and make us super happy!Looking for BCBA Exam Prep or CEUs?• Whether you need help passing the BCBA exam or are looking to earn CEUs, Study Notes ABA has you covered. Check out our website for comprehensive exam prep materials, prep courses, and CEUs• Test Prep: StudyNotesABA.com• CEUs: CEU.StudyNotesABA.com• PairABA: PairABA.com
#959 Ever wondered how a high school side hustle could turn into a six-figure business acquisition? In this episode, host Kirsten Tyrrel talks with Joseph Lambert, founder of a junk removal company he started at just 17 that grew fast enough to sell to a private equity firm. Joseph shares how he scaled from mowing lawns to managing a 30-person team, what it was like selling the business while still in his early twenties, and the lessons he's learned about leadership, pricing, and purpose along the way. His story proves that grit, integrity, and simple execution can lead to extraordinary success — even in the unglamorous world of trash! (Original Air Date - 10/23/25) What we discuss with Joseph: + Starting a junk removal company at 17 + Turning early jobs into an entrepreneurial mindset + Building a team and scaling operations + Selling to a private equity group + Leading with integrity and mentorship + Hiring strategies that attract great talent + Marketing that actually works in local service businesses + The balance between data and instinct in decision-making + Lessons learned from running — and selling — a business before 25 Thank you, Joseph! Check out Joseph's Junk Removal at JosephsJunkRemoval.com. Follow Joseph on LinkedIn. Watch the video podcast of this episode! To get access to our FREE Business Training course go to MillionaireUniversity.com/training. To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Learn more about your ad choices. Visit megaphone.fm/adchoices
Lee Smith is a UK-based, values-driven M&A operator with over 25 years of experience buying, fixing, and scaling businesses, and the founder of Verdani Capital. He's acquired 26 companies and now focuses on buy-and-build growth, ethical deal-making, and leading without ego. Key Discussion Themes: - Why the leap from a small business to a large one is psychological, not financial - Buy-and-build M&A and structuring win-win deals that let owners keep equity - Removing yourself from operations to focus on strategy and acquisitions - The role of mentors and personal development in overcoming limiting beliefs - Preparing for AI disruption and volatility instead of becoming a victim of it Listener Takeaway: Your biggest growth ceiling is usually your own belief about what you're capable of. Reframe that, surround yourself with the right people, and the bigger move is often easier than the small one you're grinding through. Connect with Lee: Website: https://www.leeasmith.co.uk LinkedIn: https://www.linkedin.com/in/leeantonysmith/ Verdani Capital: https://verdanicapital.co.uk About the Host: Entrepreneur Conundrum is hosted by Virginia Purnell — funnel & visibility specialist and founder of Distinct Digital Marketing. New episodes every Monday. Work with Virginia: https://www.distinctdigitalmarketing.com LinkedIn: https://www.linkedin.com/in/virginiapurnell Listen to the Full Episode: https://entrepreneurconundrum.com/leesmith
(0:00) Intro to this episode (2:52) About the podcast sponsor: The American College of Governance Counsel (3:39) Start of interview (4:18) Keith Giarman's origin story. About DHR Global (9:33) Tony Abate's origin story. Current boards: Wolfspeed, GTT Communications, Mitel, and Tacora Resources. (23:52) Turnaround Board Playbook. Three phases: 1) Fix the balance sheet; 2) Turnaround strategy, and time to turn to the income statement; and 3) Exit the business. (28:50) Private Equity Board Structure. It is all contextual. (33:40) Compensation in PE boards. (31:15) What Makes Boards Effective, from Tony based on his chairmanship experience. Execution vs process. *Execution: 1) Skill Set Distribution ("Three is too few, five too many."), 2) Relevance of that skill set distribution to the situation at hand, and 3) Willingness to engage with the management team between board meetings ("the most important" goes to board culture). (38:34) Building the Board Agenda, from Tony: Tight agenda in three buckets: 1) Decisions needed now, 2) input without a decision, and 3) FYI. Most boards get stuck on FYI and never reach the real decisions. Then 40 to 50% of the deck should be standardized financial and operational KPIs (flag only what's changing), one rotating deep dive, and executive sessions with and without the CEO. (42:53) LLCs and Governance Dynamics in PE. (45:52) AI and Board Talent Demand. "Matrix management" (50:36) Underestimated Governance Risks. From Keith: for board members: "Are they aligned? Are they courageous? And are they adaptive?" From Tony: "The board should talk about the what, not the how." Difference between supervising and execution. Caveat: some PE firms are very prescriptive. (56:23) Founder-Led or Board-Led companies. (1:00:16) What are the 1-3 books that have greatly influenced your life: Tony: Titan by Ron Chernow (1998) Theodore Rex by Edmund Morris (volume 2 of the trilogy) (2001) The Demon of Unrest by Erik Larson (2004) Keith: Mornings on Horseback, by David McCullough (1981) The Outsiders, by William N. Thorndike Jr. (2012) The Evolving Self, by Robert Kegan (1982) (1:05:00) Who were their mentors, and what they learned from them. (1:09:07) Quotes they think of often or live their life by. Tony: The Man in the Ring by Teddy Roosevelt. Rudyard Kipling poem If. Keith: "Everybody has a plan until they get hit in the face" (1:11:17) An unusual habit or an absurd thing that they love. (1:12:21) The living person they most admire. Keith Giarman is a Managing Partner of the Private Equity Practice at DHR Global, and Tony Abate is an experienced board chair, director, investor, and operating executive. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
Secret backrooms where deals are done in private: the realm of conspiracy theories? Or an increasingly large part of capitalism? Since the financial crisis, some of the big winners have been private equity firms. They've snapped up bargains on everything from high street brands, to care homes and nurseries – and maybe even the house you own. Hettie O'Brien is a journalist for The Guardian and the author of The Asset Class: How Private Equity Turned Capitalism Against Itself. She spoke to Richard Hames about private equity's secret influence over the ways we are all born, work, and die – and what it all has to do with the rise of the far right. See the full Do Your Own Research map here: https://novaramedia.com/category/video/do-your-own-research/ Music by Iglooghost.
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Treasury Bill, When to Sell, I-R-A Rollover, Retirement Allocation, Dividend Reinvestment, How A Senior Should Invest, Oil Stocks, Private Equity vs. Private Credit, Roth I-R-A, P.E. Ratio Calculation, Railroad Stocks, SEC Rule Change.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
In this episode, Amber Walsh, Partner at McGuireWoods LLP, discusses the evolving healthcare private equity landscape, investor interest across physician specialties, the continued growth of ASC strategies, and more.
Financial thought leader James Grant warns about the dangers facing the highly leveraged private equity and private credit markets from higher interest rates and inflation. Of particular concern are large positions in insurance company portfolios. WEALTHTRACK episode 2251 broadcast on June 19, 2026
Host Brian Walsh takes up ImpactAlpha's top stories with editor Amy Cortese. Up this week: At SuperReturn in Berlin, asset-light is out, HALO is in as private equity titans focus on AI, energy and defense; a look at public and private approaches to sharing the AI wealth; and, Realize Capital Partners' fund-of-funds secures $277 million for Canada's impact fund managers.To try ImpactAlpha Edge, click here. This week's stories:“At SuperReturn in Berlin, asset-light is out, HALO is in as private equity titans focus on AI, energy and defense,” by Amy Cortese and Danielle Rossingh.“Designing broad-based ownership of AI to share power along with wealth,” by Delilah Rothenberg of The Predistribution Initiative"Realize Capital Partners' fund-of-funds secures $277 million for Canada's impact fund managers," by Roodgally SenatusRealize's ImpactSpace profile.
Host Brian Walsh takes up ImpactAlpha's top stories with editor Amy Cortese. Up this week: At SuperReturn in Berlin, asset-light is out, HALO is in as private equity titans focus on AI, energy and defense; a look at public and private approaches to sharing the AI wealth; and, Realize Capital Partners' fund-of-funds secures $277 million for Canada's impact fund managers.To try ImpactAlpha Edge, click here. This week's stories:“At SuperReturn in Berlin, asset-light is out, HALO is in as private equity titans focus on AI, energy and defense,” by Amy Cortese and Danielle Rossingh.“Designing broad-based ownership of AI to share power along with wealth,” by Delilah Rothenberg of The Predistribution Initiative"Realize Capital Partners' fund-of-funds secures $277 million for Canada's impact fund managers," by Roodgally SenatusRealize's ImpactSpace profile.
Dominique Senequier est devenue l'une des femmes les plus puissantes du monde des affaires. Première génération de femmes à Polytechnique. Fondatrice d'Ardian. 200 milliards de dollars d'actifs sous gestion. Des décennies passées au sommet d'un univers longtemps réservé aux hommes. Un succès phénoménal, et une immense discrétion que j'ai toujours admirée. C'est d'ailleurs ce qui rend sa parole aussi rare et précieuse. Je suis donc particulièrement heureux qu'elle ait fini par accepter mon invitation sur PAUSE ! Dans cet épisode, elle nous a expliqué les dessous de la finance, du private equity, nous a partagé ses leçons de management et de leadership. Mais pas que. Nous avons aussi parlé de courage, d'ambition, de solitude, de transmission, du prix de la réussite... Et de cette question qui traverse toute une vie : comment rester fidèle à ses valeurs quand on exerce autant de pouvoir ? Une conversation exclusive, profonde et sans détour avec une femme qui a ouvert la voie à toute une génération.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
In this episode, Amber Walsh, Partner at McGuireWoods LLP, discusses the evolving healthcare private equity landscape, investor interest across physician specialties, the continued growth of ASC strategies, and more.
Today, it is my pleasure to speak with Pete Walther, President and CEO of Marsh McLennan Agency Private Client Services, a Marsh business dedicated to serving the unique needs of family offices. Pete also leads the strategy for Marsh Global Family Office Solutions, which extends beyond traditional insurance solutions to include investment solutions, wealth and tax optimization solutions, executive liability and extortion solutions, and risk advisory services, all aimed at addressing the most pressing matters of family offices. Beginning his career in banking, Pete spent seven years structuring and managing a senior debt portfolio of highly leveraged commercial clients. He joined Marsh in 1995 to help launch its Private Equity and Mergers & Acquisitions (PEMA) practice. Over the subsequent 15 years, he has led several businesses within the firm, including PEMA North America, Global Alternative Risk Solutions, Marsh Midwest Zone, and PEMA Asia-Pacific based out of Australia. Pete, and his firm Marsh, are valued long-term members of the FOX Industry Leaders Council and we are very proud to have their expertise as part of the FOX membership community. Nowadays, families – even those at the top of the wealth pyramid – are facing significant disruptions with the insurability of many of their assets. Pete describes the challenges families and their family offices are experiencing with insurability and what difficulties that creates for them. Pete outlines the main factors driving these insurability challenges and shares his overview of the major trends that are driving these disruptions. One important practical consideration Pete emphasizes to families is to develop and maintain a "prevention vs. recovery mindset". He explains what that means and postulates the key principles of a strong and healthy prevention mindset. Another important practical tip Pete has for families and family offices is to invest in grassroots literacy, education, and design thinking. He elaborates on that and shares what other opportunities and trends are giving him personally hope for the future resilience of families and their family offices. Do not miss this highly instructive conversation with one of the top thought leaders and practitioners in the risk management and insurance industry serving top UHNW families, their enterprises, and their family offices.
Send us Fan MailHow do you scale a Home Services Business past the $10M mark without losing your Company Culture or selling out to Private Equity? In this episode of Let's Vent, we sit down with the Owners of Go Green Plumbing, Heating & Air, Alicia Green and Pete Green to break down the exact operational tips, strategies and ideas they implemented to build an independent trade powerhouse. Connect with out Guests: Go Green Plumbing: https://gogreenplumb.com/Alicia Green: https://www.linkedin.com/in/alicia-green-14bb3495/Pete Green: https://www.linkedin.com/in/pete-green-25496072/ Connect with our sponsor: https://freeagency.aiTime Stamps: 01:10 - Introducing Pete & Alicia Green from Go Green Plumbing02:18 - Pete Green's Transition from Programming to "Chief Technology Officer"03:45 - The Truth About Company Culture: There are Always Ups & Downs05:15 - What Happens When People Don't Fit the Mold?06:13 - Shifting from Professional to Lightheartedness in Tough Times07:45 - The Go Green Hiring Process: Do You Let Your Team Make the Decisions?09:20 - The "Princess Castle" Lego Challenge & Out Of Comfort Zone Testing13:16 - Quick to Hire, Slow to Fire: Should Be The Opposite Way Around? 14:15 - The ROI of Training16:55 - Joining Nextstar Network & Implementing Soft Skills Training17:58 - The Academy Structure: Weekly Breakdown of Trades & Certifications22:38 - 60% of Our Business Wouldn't Exist Without the Training Academy23:45 - The Myth of the Unicorn Employee25:03 - Balancing IQ and EQ: Why Technical Skills and Soft Skills Are 50/5027:50 - The Chaos of Early Training Programs vs. Today's Managed Structure29:15 - Building a Clear Pay Plan and Incentivized Levels32:14 - Advanced Lab Training: Partnering with Ultimate Tech Academy in Arkansas33:20 - The Tax Perspective: Are you Paying More? 34:00 - Facing Private Equity (PE) in the Trades38:12 - The Positive Side of PE: Injecting Business Logic and Real Value into the Trades42:50 - Growing Big with Zero Outside Capital45:15 - Why Cheap Prices Come at the Expense of Employees?47:50 - Built on Community assistance: The Go Green Community Promise Program49:35 - "Owned by Google": Venting About the Real Monopolies Dictated by the Industry53:48 - Where Does the Cash Flow? Canadian Agencies vs. Local Greensboro Wages57:25 - Understanding KPI Pressures and Employee Mass Exits58:35 - Why Technicians Stay for Culture and Run from Structure Changes01:01:40 - The Flaw in Flipping: Why Passing Hands Leads to Volume Loss01:05:43 - Processing the Reality of Multi-Billion Dollar Acquisitions in the Trades01:07:55 - The Challenge to Maintain Massive Service Value Over Time01:10:17 - Will AI Supplement or Completely Replace Modern Jobs?01:12:00 - How To Choose a Software That Actually Helps Reduce Workload?01:12:42 - Why the CTO's Workload Increases When Implementing AI?01:13:55 - The Sandbox Mindset: Starting From a Place of Natural Curiosity01:18:15 - Managing Scope Creep When Coding with Accelerated AI Speed01:21:38 - How Non-Technical Leaders Can Leverage Claude?01:23:59 - The "Twice a Day" Automation Rule: Building Your Operational Task List01:28:46 - The Importance of Context and Direct Communication to Create a Prompt correctly01:31:12 - Ostrich Mentality: Why Ignoring the Automation Wave Will Cost People Their Careers01:31:47 - Focus on Eliminating Time Rather Than Solving the World's Problems01:34:00 - How To Hold People Accountable Without Destroying The Company Culture ?01:34:48 - Facts Over Feelings: Gathering Documentation and Data Before Tough Conversations01:38:25 - Final Thoughts on How to Build a Scalable Organization
Artificial intelligence is changing the rules of software investing, forcing private equity firms to adapt quickly and carefully. In this episode, we're joined by the team from Code & Co., one of the leading AI and tech due diligence firms serving private equity investors, to discuss how AI is transforming the way software companies are evaluated before a deal closes. Jim sits down with Code & Co. Managing Partners Dan Bender and Lukas Ingelheim along with Head of North America Kirby Montgomery to explain why tech due diligence is no longer just a checkbox exercise. Dan, Lukas and Kirby walk us through real-world examples of overengineered software, cloud optimization opportunities worth millions of dollars, and how PE firms can identify companies that are positioned to thrive rather than become the next commoditized AI feature. Whether you're a private equity investor, software executive, operating partner, founder, or technology leader, this episode offers a practical look at what separates durable software businesses from those at risk of being disrupted. About Code & Co.: Founded in 2016, Code & Co. has close to 1000 engagements behind them for more than 200 global funds. They are a global and fast-growing practice with offices in Berlin, London, Paris and New York. From a fast first-read all the way through post-close value creation, Code & Co. works across the full deal life cycle on both the buy-side and sell-side. Every member of the team is an operator with hands-on tech, product, and AI experience. That experience helps them take a confident view on where AI is building a real moat versus just being a feature that gets commoditized away. To learn more about Code & Co., check out their website (https://www.codeandco.com/) or visit them on LinkedIn (https://www.linkedin.com/company/codeandcogroup/). You can also connect directly with Dan, Lukas, and Kirby on LinkedIn: https://www.linkedin.com/in/thedanbender/ https://www.linkedin.com/in/ingelheim/ https://www.linkedin.com/in/kirbymontgomery/
Tait Duryea is the founder of Turbine Capital, a private equity firm specializing in commercial real estate and oil and gas investments, and a commercial airline captain with over 15,000 flight hours on the Airbus A321. In this second episode of a two-part series, Tait breaks down why oil and gas has become a powerful portfolio complement to real estate, especially for high-income W-2 earners looking for active tax write-offs.From the mechanics of horizontal drilling and 98–99% commercial success rates, to writing off 80–90% of your investment against W-2 income in year one, this episode is a masterclass in smart portfolio diversification for accredited investors ready to look beyond traditional real estate. If you're a surgeon, business owner, or high-income professional sitting on passive losses you can't use, this episode was made for you. 5 Key Takeaways Oil and Gas Isn't What It Used to Be — Horizontal drilling technology has pushed commercial success rates to 98–99%, but the tax incentives created during the risky era of vertical drilling have never gone away. That gap is the opportunity. The W-2 Deduction No One Talks About — Unlike passive real estate losses, non-operating working interest in oil and gas wells is treated as active income under IRS code 263 Alpha. High-income earners can write off 80–90% of their investment against W-2 income in year one. Diversify Through a Fund, Not a Single Well — Buying into one or two wells exposes you to catastrophic concentration risk. Turbine Capital's Waypoint Energy fund offers exposure to 40–60 wells alongside major operators like ExxonMobil and Devon — a very different proposition. Front-Loaded Cash Flow Is a Feature, Not a Bug — Oil and gas wells produce the bulk of their returns in the first 24 months. Paired with the year-one tax refund, this creates rapid capital velocity — funds that can then be redeployed into longer-duration real estate deals. Know Where You Are in the Real Estate Cycle — With cap rates expanding into the 6s and values still suppressed, Tait sees this as a prime entry point for commercial real estate. Senior housing and small-bay industrial are his two highest-conviction plays for the next cycle. Key Talking Points of the Episode 00:00 Introduction 00:22 Meet Tait Duryea: Airline pilot turned Private Equity founder of Turbine Capital 01:50 The 3-Paydays Book 02:13 Why high-income investors are adding oil and gas to their portfolios 04:05 Mineral rights vs. new drilling opportunities 05:45 The oil and gas tax advantage that's been in the tax code since the 1950's 07:54 How to invest in oil & gas: Fund minimums, structure, and entry points 10:48 Understanding the returns from oil & gas investments 12:13 The 3-Paydays System 14:42 How to balance oil & gas and real estate for faster portfolio growth 15:32 Get connected with Tait Duryea and the Turbine Capital Investor Relations team 16:04 Is now a good time to buy commercial real estate? 17:44 Why Tait is bullish on senior housing and small-bay industrial real estate 20:53 The opportunities in self-storage and manufactured housing 22:35 Final thoughts and how to connect with Turbine Capital 23:35 How Propsperity.io helps real estate investors manage and scale their portfolio Links Turbine Capital https://www.turbinecap.com/ Turbine Capital Investor Email investors@turbinecap.com Tait Duryea tait@turbinecap.com Oil and Gas Fund Through Turbine Capital https://www.waypoint-energy.com/ 3 Paydays® Live https://3paydayslive.com/podcast Free Discovery Call https://smartrealestatecoachpodcast.com/discovery 3 Paydays® System Mastery Course - Use coupon code for 50% off https://smartrealestatecoach.com/qls Coupon code: pod Apprentice Program 3PaydaysApprentice.com/Podcast Masterclass https://smartrealestatecoach.com/masterspodcast 3 Paydays Books https://3paydaysbooks.com/podcast Partners https://smartrealestatecoach.com/podcastresources
Selling your company can look like "the big win." The check clears. The headlines sound nice. Maybe someone even posts a tasteful LinkedIn announcement with way too many gratitude emojis. Then comes the hard part: contracts, systems, data, cyber risk, SOPs, people, processes, and the tiny little question that can wreck a deal: Can this business actually run without you? In this episode of The Liquid Lunch Project Podcast, Matt sits down with Mark Sims, Managing Principal of Technology Solutions at ConsultMSG, to talk about what business owners need to fix before private equity shows up with a checkbook. Yes, they talk about what happens after a private equity deal closes. New boss. New board. New systems. New rules. Weird vibes in the Monday meeting. But the bigger warning is this: if your business is held together by handshake deals, tribal knowledge, messy data, and "Judy knows where that file is," you may not get the valuation, speed, or smooth transition you were hoping for. Mark breaks down how technology, clean data, documented processes, AI, cybersecurity, and basic operational discipline can protect company value before a sale…or quietly drain it when buyers start looking under the hood.
In this Karma School of Business crossover episode, Sean Mooney is joined by Lloyd Metz, Managing Partner of ICV Partners; Doug McCormick, Managing Partner of Oridian Capital Partners; James Aylward, Chief Product and Technology Officer at BluWave; and Nathan Plummer, Co-Executive Director of Venture Café Global Institute. The group explains how AI moved from long-running concept to practical business tool, and what that means for private equity firms and portfolio company leaders right now. They cover agentic AI, data readiness, applied AI use cases, internal tooling, security concerns, and the leadership challenge of getting teams to adopt new ways of working. This is a practical conversation for business builders who want to move past AI hype and start creating real value—hit play. Episode Highlights 2:13 - James Aylward's path from Fidelity's AI incubator to BluWave's technology strategy 5:08 - Nathan Plummer on Venture Café's role in connecting startups, investors, and innovators 9:17 - Why ChatGPT marked a "Gutenberg moment" after decades of slower AI progress 13:10 - AI shifts from autocomplete and thought partnership to writing major chunks of code 18:06 - Applied AI moves beyond efficiency into biotech, robotics, imaging, and new product creation 23:28 - Why proprietary data may become the real moat for private equity-backed companies 35:42 - AI literacy, adoption, and the leadership work required to make tools stick 44:05 - BluWave's internal AI tool shows how company data can power faster decisions For information on Oridian Capital Partners, go to https://oridiancapital.com/ For information on ICV Partners, go to https://www.icvpartners.com For information on BluWave, go to https://www.bluwave.net
Most people buying businesses are looking for the obvious. The obvious growth. The obvious profit. The obvious opportunity. That's exactly why they miss the best deals. Kyle Brown spent years in investment banking and private equity evaluating acquisitions before ever buying a business himself. And what he learned was simple: The businesses that look the safest aren't always the best investments. And the businesses that look broken aren't always broken. When Kyle came across an ecommerce business that was barely breaking even, most buyers would have walked away. Declining performance. Frustrated owners. Uncertain future. On paper, it looked risky. But Kyle wasn't looking at the same things everyone else was. In this episode, Jaryd sits down with Kyle to unpack how investment bankers evaluate opportunities, how private equity investors think about risk, and how to value a business when traditional formulas stop working. They discuss why so many buyers become obsessed with multiples, how distressed businesses can create outsized returns, and the operational changes that helped turn a struggling acquisition back into a profitable company. But perhaps the biggest lesson is this: Buying a business isn't about finding perfection. It's about seeing something everyone else has missed. Most buyers never learn how to do that. Kyle did.
In this episode I sit down w/ Superbowl Steve Hunt. and we focus in on the impact of private equity on local communities. OurOklahomaCity discussion delves into economic challenges and opportunities in Oklahoma, exploring controversial topics such as the influence of private equity on public resources and the local economy. Steve shares his unique perspective on how these financial dynamics affect everyday citizens and the broader implications for society.Become a supporter of this podcast: https://www.spreaker.com/podcast/this-is-america-podcast--4182415/support.A Pod by the People for the People.
LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured Chris revisits his concept of “Demonic Musical Chairs” to explain how private equity has reshaped modern business. From entrepreneurs building companies to cash out rather than build for the long term, to once-great businesses being loaded with debt and run into the ground, he examines the incentives driving today's deal-making culture. Chris argues that many private equity firms are now facing a reckoning as exits become harder, valuations come under pressure, and buyers disappear. While the fallout may create future opportunities for investors, the damage to businesses, consumers, and especially healthcare could be significant before the music finally stops.
De wereld van accountancy maakt grote veranderingen door. Digitalisering, AI, een krappe arbeidsmarkt en een grote consolidatieslag gedreven door geld uit de hoek van Private Equity. Het kantoor Flynth is een vreemde eend in de bijt en heeft het over rentmeesterschap en werkt bijvoorbeeld niet met partners. Hoe hoopt het de uitdagingen van de sector het hoofd te bieden? Jacques Buith van Flynth is te gast in BNR Zakendoen. Macro met Mujagić/Boot Elke dag een intrigerende gedachtewisseling over de stand van de macro-economie. Op maandag en vrijdag gaat presentator Thomas van Zijl in gesprek met econoom Arnoud Boot, de rest van de week praat Van Zijl met econoom Edin Mujagić. Ook altijd terug te vinden als je een aflevering gemist hebt. Blik op de wereld Wat speelt zich vandaag af op het wereldtoneel? Het laatste nieuws uit bijvoorbeeld Oekraïne, het Midden-Oosten, de Verenigde Staten of Brussel hoor je iedere werkdag om 12.10 van onze vaste experts en eigen redacteuren en verslaggevers. Ook los te vinden als podcast. Economenpanel/Beleggerspanel/Lobbypanel/Boardroompanel/Ondernemerspanel Aftredend vicepresident van de Raad van State Thom de Graaf wil minder vaak naar de stembus. En: De vleesverwerkinigsindustrie bood deze week een rapport aan Minister Vijlbrief aan. Dat en meer bespreekt presentator Thomas van Zijl vanaf 11.00 in het lobbypanel met: Nora van Elferen, partner bij advieskantoor EPPA en Frits Huffnagel, oprichter van Castro Communicatie en ex-wethouder van Amsterdam en Den Haag Luister Lobbypanel Zakenlunch Elke dag, tijdens de lunch, geniet je mee van het laatste zakelijke nieuws, actuele informatie over de financiële markten en ander economische actualiteiten. Op een ontspannen manier word je als luisteraar bijgepraat over alles wat er speelt in de wereld van het bedrijfsleven en de beurs. En altijd terug te vinden als podcast, mocht je de lunch gemist hebben. Contact & Abonneren BNR Zakendoen zendt elke werkdag live uit van 11:00 tot 13:30 uur. Je kunt de redactie bereiken via e-mail. Abonneren op de podcast van BNR Zakendoen kan via bnr.nl/zakendoen, of via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.
The sports journalist Pablo Torre recently won the 2026 Pulitzer Prize for audio reporting for an investigation on his podcast, “Pablo Torre Finds Out.” Torre talks with David Remnick about the challenge of investigative reporting in professional sports—where leagues, owners, players, and sometimes even fans don't welcome hard questions. “As much as I am doing that and urging people to join me in the pool,” he says, “it kind of feels like I'm the guy who is the proverbial turd” in that pool. But as private equity invests massive sums in teams, he says, the work is even more necessary—and that fans do care when misdeeds are revealed. Further reading: “Lessons in Fanhood from the Knicks,” by Vinson Cunnigham “The Knicks: The Only Game in Town,” by David Remnick New episodes of The New Yorker Radio Hour drop every Tuesday and Friday. Join host David Remnick as he discusses the latest in politics, news, and current events in conversation with political leaders, newsmakers, innovators, New Yorker staff writers, authors, actors, and musicians. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com **Request Tickets Via Text At (918) 851-0102 See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/
Hour 2 of Scotty G. & The Coach with Scott Garrard and Tim LaComb. Mark Harlan, Utah Athletic Director G, B & U: BYU football safety Faletau Satuala suffered offseason injury The Fried Apple Pie is Back
Two friends. Two franchise brands. Both blindsided by the same private equity playbook. I break down what happened — the right of first refusal trap, the replacement cost game, the "second bite of the apple" pitch — and what every franchisee needs to know BEFORE the buyers come knocking. Timestamps: 0:00 — The ROFR Trap: When Your Franchise Exit Isn't Really Yours 0:30 — Two Friends, Two Franchise Brands, Same Private Equity Playbook 1:32 — Why an Early Brand Sale Can Attract New Buyers 1:59 — Sometimes It's the Franchisee, Not the Brand 3:24 — What Private Equity Brings: Money AND Influence 4:30 — The "Second Bite of the Apple" CEO Pitch 4:49 — Opportunity Cost: Every Yes Comes With a No 5:43 — Why Buyers Try to Knock Down the Price Before Closing 6:56 — The Replacement Cost Trap: "What Do You Actually Do Every Day?" 14:44 — The Hidden Franchise Agreement Clause That Blew Up the Deal Connect with Erik Van Horn:
In this episode, Timothy Henry and Raj Sisodia welcome Stewart Kohl, Co-CEO of The Riverside Company, a global private equity firm known for its long-term, values-centered approach to investing.To see the full video podcast, check out the Conscious Capitalists YouTube channel hereDrawing on decades of experience, Stewart shares his powerful perspective on integrating values with valuation in the world of private equity, and what it takes to invest wisely during times of radical uncertainty. Stewart reflects on the discipline required to stay true to purpose while navigating shifting markets and evolving stakeholder expectations.The conversation also explores the practical realities of responsible investing, including the growing importance of employee ownership and stewardship. Stewart offers candid insights into what it means to lead consciously, build resilient businesses, and champion sustainable growth across diverse industries. Join us for a thought-provoking discussion that highlights the future of capitalism—and reveals why values-driven leadership remains one of the most powerful levers for long-term impact. If you enjoy this podcast, would you consider following the show on Apple Podcasts and Spotify. It takes only a few seconds and greatly helps us get our podcast out to a wider audience.Please subscribe on Apple Podcasts / Spotify / Stitcher, or wherever you get your podcasts.For transcripts and show notes, please go to: https://www.theconsciouscapitalists.comThis show is presented by Conscious Capitalism, Inc. (https://www.consciouscapitalism.org/) and is produced by Rainbow Creative (https://www.rainbowcreative.co/) with Matthew "MoJo" Jones as Executive Producer, Nicholas Peters as Producer, and Nathan Wheatley as Editor.Thank you for your support!- Timothy & RajChapters00:00 Introduction and Responsibilities of an Investor03:19 Values and Valuation in Private Equity06:46 The Importance of Company Culture08:34 Navigating Radical Uncertainty10:31 The Role of Industry Expertise20:39 Responsible Investing and Stewardship30:04 The Importance of Conscious Growth30:25 Strategies for Healthy Business Growth30:45 Organic and Inorganic Growth Tactics31:53 The Risks and Rewards of M&A33:59 Employee Ownership and Its Impact36:26 Creating an Ownership Culture38:58 Empathy in Leadership46:28 The Role of Co-CEOs in Business51:47 Rapid Fire Round56:13 Final Thoughts on Conscious Capitalism
In this episode of The Private Equity Podcast, Alex Rawlings speaks with Daniel Pianko, Co-Founder of Achieve Partners, about Achieve's talent-led investment strategy, its $465 million exit of Optimum, and how the firm reached top 5% performance for DPI in Cambridge Associates' US buyout benchmark.Daniel shares how Achieve Partners invests in businesses where the biggest growth constraint is access to trained talent. Rather than simply competing for experienced hires, Achieve builds apprenticeship-style programmes inside portfolio companies, creating new talent pipelines that drive revenue, margin expansion, retention, and differentiated value creation.The conversation explores the relationship between private equity firms and operators, why data-driven decision-making matters, how Achieve partners with universities and underrepresented talent pools, and why doing good and generating alpha do not need to be in conflict.Key Takeaways:Private equity firms should empower operators to challenge assumptions with data.Achieve invests where talent shortages can be solved through focused training.Apprenticeships can increase capacity, margins, retention and scalability.Optimum shows how training pathways can unlock healthcare IT growth.Strong impact and strong returns can reinforce each other.Timestamps:00:03 – Introduction to Daniel Pianko and Achieve Partners00:29 – Daniel's career path and linking social impact with financial return01:52 – The mistake PE firms and portfolio companies make in the boardroom03:44 – How to avoid PE investors driving strategy without enough data05:10 – Achieve's unique strategy: investing where talent shortages constrain growth06:38 – Building apprenticeship programmes to solve supply-demand talent gaps07:08 – Daniel's Goldman Sachs training experience and how it shaped Achieve's model08:25 – Rebuilding the talent pyramid in lower middle market companies09:49 – Why Achieve focuses on business services, tech services, and healthcare services11:12 – Building talent programmes at the portfolio company level12:10 – Solving the gap between university education and first jobs13:04 – Why companies should stop searching for “purple squirrels”14:58 – Partnering with universities and building access to talent16:44 – The Optimum exit: $465 million sale to Infosys17:12 – Optimum's healthcare IT thesis and value creation plan19:00 – Building healthcare IT training pathways with universities and industry bodies20:56 – Challenges in expanding Optimum beyond its historic core22:24 – How Achieve reached top 5% DPI performance22:50 – Why Achieve sells when the underwriting target is achieved23:42 – How training programmes create a natural exit point25:07 – Aligning impact with alpha creation27:31 – Talent arbitrage, underrepresented communities, and overlooked graduates29:40 – Why solving major social problems can create superior returns30:08 – Daniel's recommended podcasts, books, and shows31:57 – How to contact Daniel Pianko32:23 – Closing remarksRaw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.
Hour 4 of Jake & Ben on June 12, 2026 Why is Utah the First University to Partner with Private Equity? Hear Austin Ainge's Conversation with Scotty G & The Coach Leave Britney Alone
Jake & Ben Full Show from June 12, 2026 Hour 1 University of Utah Finalizes Deal with Otro Capital. What Does this Mean? Top 3 Stories of the Day: Can the Spurs Stay Alive tomorrow Night? Salt Lake City is a Home Base for Certain World Cup Teams Hour 2 Utah Insider Steve Bartle joined the show to talk about the University Finalizing their Private Equity Deal with Otro Capital. What does it mean and what ultimately is the goal here? We now know how famous people get their Knicks tickets. NBA Draft Player Profile: Darius Acuff Jr. PG from Arkansas. Would it be too high for the Jazz to Draft him at 2? Hour 3 Daily Faceoff's Tyler Yaremchuk on if Carter Hart's Struggles in Stanley Cup Finals Carmelo Anthony is taking credit for the Tip-In that won Game 4 for the New York Knicks Audio Vault: Zlatan Ibrahimović says American Fans are Soft Hour 4 Why is Utah the First University to Partner with Private Equity? Hear Austin Ainge's Conversation with Scotty G & The Coach Leave Britney Alone
Ben Criddle talks BYU sports every weekday from 2 to 6 pm.Today's Host: Ben Criddle (@criddlebenjamin) and Co-Host: (ronthe3manweav)Subscribe to the Cougar Sports with Ben Criddle podcast: Apple Podcasts: https://itunes.apple.com/us/podcast/cougar-sports-with-ben-criddle/id99676
Daniel Rasmussen is the founder and managing partner of Verdad Advisers, an investment firm with over $1 billion in assets under management across multiple asset classes. He is the author of The Humble Investor (2025) and American Uprising (2011). Prior to founding Verdad, he worked at Bain Capital Private Equity and Bridgewater Associates. In this podcast, we discuss: Investing as Meta-analysis The Evolution of Private Equity Stranded Software Assets The Private Credit Mirage The "Adjusted EBITDA" Trap Small-Cap Growth Dangers The AI Capex Cycle AI Productivity Mindset
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Nick sits down with Alan Smith, the founder and CEO of Capital Partners, to strip away the dry spreadsheets of traditional wealth management and focus on the human side of financial freedom. Alan argues that true wealth isn't just about collecting assets, but about defining your "freedom number"—the exact, personalised amount needed to fund your ideal lifestyle without future financial worry. By prioritising personal values, family dynamics, and a clear perfect average day framework over basic investment returns, the duo reveals how business owners can reverse-engineer their exit goals, protect their families, and enter future negotiations with unshakeable confidence. KEY TAKEAWAYS True wealth planning should start years before an exit by calculating a highly personalised "freedom number" based on your ideal life, rather than relying on arbitrary round figures. Traditional wealth management prioritises asset gathering and standard returns, but effective planning shifts the focus to what the money is actually for, including family security and lifestyle design. Success should be reverse-engineered by mapping out a sustainable, ideal daily routine—such as a perfect Tuesday—and determining the exact economic resources required to fund it continuously. Knowing your exact financial requirements allows you to enter business exit negotiations with absolute conviction, an established walk-away number, and a minimised risk of leaving millions on the table. BEST MOMENTS "As much as I can help a founder build a more valuable company, I'm not an expert in the wealth side of things. And the best way to look at this is... you've got to have a plan around that." "If you really distill it all down, what we're all looking for, I believe, is financial freedom. Financial independence. A work-optional lifestyle." "It's not a day you're sitting on the beach drinking piña coladas all day... it's got to be a day that you'd be happy to repeat for the rest of your life, every day." "So many of winning the game when you sell to a sophisticated buyer is posturing... and you've got to be able to compete before you can win." VALUABLE RESOURCES Want to grow and scale your business? Check out Nick's Boardroom Program: https://gamma.app/docs/BOARDROOM-2026-FINAL-h2vknz5qne7vvwm To get your copy of Nick's book, Exit for Millions, go to http://bit.ly/4ngC2hO Nick's LinkedIn: https://www.linkedin.com/in/realnickbradley Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies. He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits. This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/
Vendor channel consolidation continues to restructure the MSP landscape, with private equity-backed rollups driving both market concentration at the top and increased deal volume. This episode centers on the sale of Worksighted, a 25-year-old, $27 million revenue MSP with strong vertical focus in healthcare and construction, to Thrive in a 35-day close. The structural mechanism at play is an increasing market segmentation where larger MSPs systematically acquire or merge with similarly sized providers, often leaving a gap for smaller operators as larger entities move upmarket. Primary evidence for this consolidation includes direct transaction data and workflow. According to Abraham Garver, his team handled 132 vetted buyer candidates for Worksighted, resulting in eight competitive offers after 76 signed NDAs. Thrive, having completed 27 MSP acquisitions, was able to accelerate the deal's timeline due to deep experience and preparation by both buyer and seller. The trend is further supported by Q2 market updates indicating 22 U.S. MSPs likely to come to market in 2026 and over 120 M&A transactions in Q1 alone, as reported by Drake Star. Related developments highlight the bifurcation of deal opportunities by provider size and the associated liquidity for MSPs. Private equity buyers increasingly favor acquisitions with a minimum of $3 million in revenue and $500,000 in EBITDA, while smaller MSPs are more commonly left to pursue peer-to-peer mergers or organic growth strategies. The episode also addresses the operational pitfalls of optimizing solely for high recurring revenue percentages, with evidence suggesting buyers offer premiums for organic growth and new client acquisition rather than rigid recurring revenue thresholds. For operators, these dynamics generate clear tradeoffs and risks. Larger MSPs face the challenge of integrating acquired firms and potentially divesting smaller clients who do not meet their revised minimums. Smaller MSPs may find opportunity by acquiring divested clients or targeting niche segments that fall beneath larger consolidators' thresholds. For all providers, the importance of thorough preparation, clean financials, and strategic clarity on post-transaction roles emerges as a key safeguard against value loss and disruption. Rigid adherence to target metrics not grounded in buyer behavior—such as focusing excessively on monthly recurring revenue—carries the risk of reduced flexibility and diminished exit prospects. Sponsored by:ScalePad ABCS Sloutions LLC
In this episode of Poised for Exit, Brian Cox, Partner at Traction Capital, joins the show to discuss what private equity buyers are really looking for when evaluating founder-led businesses. Drawing from his experience as both an entrepreneur and investor, Brian shares practical insights into how business owners can better position themselves for a successful exit.The conversation explores the factors that influence buyer confidence and valuation, including clean financials, succession planning, operational readiness, and the importance of having a clear growth strategy. Brian also explains common deal structures, such as rollover equity, seller involvement after closing, and earn-outs, and why flexibility and alignment are essential to creating successful outcomes for both buyers and sellers.The discussion also touches on the growing role of AI within portfolio companies, the benefits of working with experienced advisors throughout the transaction process, and why owners who begin planning early are often best positioned to maximize value and achieve the exit they envision.Connect with Brian Cox hereConnect with Traction Capital hereConnect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor
It's hard to execute today. Growth has slowed, and costs are up. If you own, advise, or operate a PE-backed company, this episode offers a behind the scenes look at some plays you can run to execute your way through the chop. Paul Stansik and Jim Milbery cover sales training, customer support data, weekly go-to-market reporting, speed-to-lead, AI-assisted engineering, video marketing, release velocity, and other practical moves that are improving execution. These are all moves you can make that we've seen make a difference. Try some out yourself and let us know how it goes. Private Equity FunCast New Episodes Every Wednesday
Private credit headlines have been anxiety-inducing — but not all corners of private markets face the same pressures. Roughly $4 trillion in equity investments remain inside private equity funds awaiting exits, many acquired at elevated valuations during the low-rate era. For providers of scaled, flexible capital that sits between traditional debt and equity, that pressure creates opportunity. On this episode of Disruptive Forces, host Anu Rajakumar speaks with David Lyon, Managing Director and Head of Capital Solutions at Neuberger, who oversees approximately $10 billion in assets. Together, they discuss: What Capital Solutions is, and what it is not Why the panic around private credit and BDCs may be overstated How AI uncertainty is reshaping software valuations but has yet to trigger widespread defaults What separates hybrid capital from continuation vehicles and distressed investing Where the real opportunities sit for sponsors under pressure to generate DPI What investors should demand from managers in the hybrid capital space This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other "forward-looking statements." Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results. Use of Artificial Intelligence Tools. Neuberger may utilize AI tools in its business operations to improve operational efficiency and for assistance in research and analyzing data among other uses. AI tools are dependent on historical data, consequently, if the content or analyses that AI applications assist Neuberger in producing are or are alleged to be deficient, inaccurate, or biased, a client account may be adversely affected. Additionally, AI tools used by Neuberger may produce inaccurate, misleading or incomplete responses that could lead to errors in Neuberger's and its employees' judgement, decision-making, investment research or other business activities, which could have a negative impact on the performance of a client account. The application of AI in investment processes, research, or analysis is evolving and subject to limitations, including data quality, algorithmic biases, and interpretive errors. AI outputs should not be relied upon as the sole basis for investment decisions. No assurance is given regarding the accuracy, completeness, or timeliness of information generated by AI. This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions. The "Neuberger" name and logo are service marks of Neuberger Berman Group LLC. © 2026 Neuberger Berman Group LLC. All rights reserved. M-002862
AI is creating 'zombie companies' and the next wave of winners may never go public. VanEck's Head of Private Growth Strategies Christian Munafo reveals how to find them, why IPOs are still stalled, and what the SpaceX listing could unlock.
Health Affairs Publishing's Rob Lott speaks to Yashaswini Singh of Brown University about her recent paper that explores how private equity acquisitions in primary care are associated with changes in utilization, spending, and workforce composition.Order the June 2026 issue of Health Affairs.Sign up for our free Health Affairs newsletters to stay up to date on health policy news and analysis.
Private equity is not in a crisis — rather, it's stuck. The issue isn't capital; it's confidence. Read Bain's 2026 Midyear Private Equity Report here. Register for our live webinar here.
College sports are getting more expensive. To meet rising costs, the University of Utah is doing something no other school has tried: a private equity partnership.
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