Podcasts about Private equity

Today, I'm talking with journalist Megan Greenwell about her new book Bad Company: Private Equity and the Death of the American Dream. It comes out June 10th. It's fantastic and maddening in equal measure. I highly recommend it. In this episode, we discussed the genesis of Megan's interest in the subject and its genesis in media — including her time as editor-in-chief of the website Deadspin, which underwent a very public PE takeover of its parent company. We also talk a lot about the healthcare industry, another major pillar of Megan's book. I'm excited to hear what you think of this one. Links:  Bad Company | HarperCollins Private equity bought out your doctor and bankrupted Toys ‘R' Us | Decoder Private equity Is gutting America — and getting away with it | NYT I was fired from Deadspin for refusing to ‘stick to sports' | NYT Will private equity be the next ‘Big Short'? | Marketplace The profit-obsessed monster destroying American ERs | Vox Why your vet bill is so high | The Atlantic The investment firms leave behind a barren wasteland' | Politico Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Ursa Wright.  The Decoder music is by Breakmaster Cylinde Learn more about your ad choices. Visit podcastchoices.com/adchoices

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Lamar Fletcher. He is a real estate investor and entrepreneur focused on affordable housing solutions. He is the founder of Fletchers Capital Affordable Housing Fund LLC, a Georgia-based company dedicated to real estate and rental investments.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Lamar Fletcher. He is a real estate investor and entrepreneur focused on affordable housing solutions. He is the founder of Fletchers Capital Affordable Housing Fund LLC, a Georgia-based company dedicated to real estate and rental investments.

Jon Madorsky is Managing Partner and Co-Portfolio manager of the secondaries strategy at RCP Advisors, one of the largest managers focused exclusively on North American lower middle market buyouts. Jon joined the firm 21 years ago and has participated in the growth of the secondaries business from its earliest stages. His partner, Alex Abell, joined me on the show last year and that conversation is replayed in the feed.   Our conversation covers the history and maturation of the secondaries market from a red-headed stepchild to a modern portfolio tool. We discuss the use cases, transaction types, and capital sources in secondaries, RCP's investment strategy, levers of value creation, portfolio construction, and exit strategy. Jon also shares his perspective on secondary market pricing, growth, risks, and the future of the industry. If you'd like to learn more, reach out to Jon directly at jon@rcpadvisors.com.  Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

What happens when you and your partner have different ideas of your business's future? What if that business partner is also a family member? In this episode, we talk with Chris Younger, an investment banker, about the challenges and potential solutions when selling a company due to partner conflict. View the complete show notes for this episode. Want To Learn More?  M&A Basics | Why Do Business Owners Sell Their Business? Family Offices and Management Buyouts – What You Need to Know Navigating Partnership Disputes: Lessons from a Valuation Expert Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Everyday shareholders have always been at the back of the queue when it comes to takeovers, but this year global private equity players have clearly emerged as the 'Barbarians at the gate'.Healthscope, once a $5 billion stock is now in receivership along with its chain of 37 hospitals after a private equity deal went very wrong...what's next? Eric Johnston, Associate Editor- Business, joins James Kirby in this episode. In today's show, we cover... How do we navigate around private equity plunder?Can social infrastructure such as hospitals ever make useful listed investments?Have we been unfair to Bitcoin?How productivity makes a difference to your share portfolio See omnystudio.com/listener for privacy information.

In this episode, Dina DeMarco, President of Hueman Private Equity Talent Solutions, joins Scott Becker to share how her team bridges the recruitment gap for PE-backed portfolio companies—scaling hiring from staff to VP level with speed, flexibility, and cost-efficiency.

Join Nick as he conducts a special masterclass mentoring session with guest Rohan Sheth, where they dive deep into the world of paid media advertising, exploring its significance for businesses at various stages of growth. Rohan, a seasoned expert and co-founder of the well-known agency GrowRev, shares insights from his extensive experience managing over $300 million in ad spend and generating over $2 billion in revenue for clients like Tony Robbins and Grant Cardone. The discussion covers common fears surrounding paid advertising, the importance of understanding customer lifetime value, and effective strategies for crafting compelling ad campaigns. KEY TAKEAWAYS Paid media is a powerful tool for scaling businesses quickly, but it requires a solid understanding of the numbers involved, such as customer acquisition cost and lifetime value. Knowing these metrics helps mitigate fears associated with spending money on ads. Different advertising platforms serve different purposes. For instance, LinkedIn is effective for B2B targeting, while Snapchat is emerging as a cost-effective option for lead generation, particularly in sectors like healthcare and telemedicine. Continuous testing of ad creatives, messaging, and targeting is crucial for optimising ad performance. Utilising AI tools can enhance this process by providing insights into audience segmentation and creative development. A clear understanding of the customer journey from awareness to conversion is essential. This involves ensuring that the messaging in ads aligns with what users see on landing pages to avoid confusion and increase conversion rates. Starting with a manageable budget (e.g., $50 a day) and maintaining consistency in ad spending is important for building momentum in advertising campaigns. Platforms favour advertisers who demonstrate consistent activity, which can lead to better performance over time. BEST MOMENTS "There is no quicker way to scale a business than by being able to turn on paid media and also turn it off." "Fear is the biggest one that I see a lot of the time... it comes down to understanding. There is a way to just light up money on fire." "If you know your lifetime value for customers is north of $20,000, I'd go to LinkedIn because you're going to get that." "The one thing Facebook likes to see is consistency. They'd rather you spend $50 a day consistently than turn it on and off." "Get really clear on that customer journey or that prospect to customer journey. That's critical." GUEST RESOURCES Rohan Sheth - https://uk.linkedin.com/in/rohansheth VALUABLE RESOURCES Exit Your Business For Millions - Download This Guide: https://go.highvalueexit.com/opt-in Nick’s LinkedIn: https://highvalueexit.com/li Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies. He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits. This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/Support the show: https://highvalueexit.com/

Brian Neider, Managing Partner at Lead Edge Capital, joins BluWave CEO Sean Mooney to break down what great private equity investing really looks like — from systematic sourcing to building one of the most engaged LP networks in the industry. This episode is packed with real-world lessons from 20 years of disciplined execution and growth equity innovation. Episode Highlights: [1:09] Brian's early lessons in entrepreneurship from running a vending business to building top-of-funnel strategy at Bessemer [6:09] How 20,000 cold calls built the foundation for Lead Edge Capital's thesis-driven sourcing [17:06] The 8-point “strike zone” framework Lead Edge uses to evaluate private equity opportunities [27:06] How Lead Edge's LP network drives differentiated value creation and portfolio company support [34:30] The role of instrumentation and data discipline in unlocking portfolio performance [39:57] Advice to early-career professionals: treat your time, relationships, and decisions like investments [45:25] Life hacks from an investor: walking pads, airline points intel, and email follow-up tools For more information on Lead Edge Capital, go to: https://www.leadedge.com For more information on Brian Neider, go to: https://www.linkedin.com/in/brian-neider-7774041/ For more information on the Karma School of Business podcast, go to: https://www.bluwave.net/podcasts  

My guest today is Graham Weaver. My guest today is Graham Weaver. Graham is the founder of Alpine Investors, a large private equity firm targeting an interesting market inefficiency. Alpine focuses on the thousands of $20 million revenue businesses whose baby boomer owners want to retire, but lack succession plans. Alpine buys companies and installs 28-year-old military veterans and top MBA graduates as CEOs, leveraging 25 years of intellectual property on how young executives can successfully run established businesses. Alpine's CEO-in-training program is now the most applied-to job at Harvard, Stanford, and Kellogg business schools. We discuss the past, present and future of their unique approach. Please enjoy my conversation with Graham Weaver. For the full show notes, transcript, and links to mentioned content, check out the episode page⁠⁠ here.⁠⁠ ----- This episode is brought to you by⁠⁠ Ramp⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠ Ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. –  This episode is brought to you by⁠⁠ AlphaSense⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠ Alpha-Sense.com/Invest⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. – This episode is brought to you by⁠⁠ Ridgeline⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠ ridgelineapps.com⁠⁠ to learn more about the platform. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠https://thepodcastconsultant.com⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:13) The Journey to Private Equity (00:06:59) Early Influences and Personal Growth (00:09:54) The Power of Wrestling and Rowing (00:11:45) Choosing Your Path and Making Decisions (00:14:48) College Goals and Rowing Success (00:18:05) Lessons from Early Business Ventures (00:26:24) Founding Alpine and Early Challenges (00:34:46) Core Beliefs and Talent Development (00:39:07) Fun Board Meetings and Team Dynamics (00:40:42) Platform Building 101 (00:44:08) Talent and Training Programs (00:49:12) Employee and Customer Engagement (00:52:27) Financial Outcomes and Asymmetric Returns (00:55:52) Incentivizing Young CEOs (01:00:26) The Role of Emotional Intelligence (01:02:45) The Alpine CEO in Training Program (01:03:40) Teaching at Stanford and Influential Mentors (01:07:58) Helping Students Find Their Passion (01:10:22) Visualizing Your Future Self (01:11:19) Scalability of Coaching (01:12:15) Personal Growth Through Teaching (01:16:16) The Role of Executive Coaching (01:24:45) Lessons from a Bad Deal (01:31:50) Daily Routines and Success (01:36:13) The Future of Private Equity (01:35:24) Unleashing Heroes at Alpine (01:38:09) The Journey of Building Alpine (01:41:31) The Kindest Thing Anyone Has Ever Done For Graham

In this episode, Matt Wolf, Valuation Leader and Healthcare Senior Analyst at Elliott Davis, unpacks how higher interest rates, global financial uncertainty, and a shift away from traditional add-on acquisitions are reshaping private equity strategy, especially in the healthcare and lower middle markets.

In this episode, Matt Wolf, Valuation Leader and Healthcare Senior Analyst at Elliott Davis, unpacks how higher interest rates, global financial uncertainty, and a shift away from traditional add-on acquisitions are reshaping private equity strategy, especially in the healthcare and lower middle markets.

What happens after you sell the business you've spent over a decade building? In this episode, I'm joined by my longtime friend and returning guest Bill D'Alessandro, fresh off the sale of Natural Dog Company. Bill shares what it was like to finally exit after 12 years, how he's thinking about investing his earnings, and why his next chapter might be his best one yet. Listen in as we unpack Bill's decision to divest a portfolio of brands and go all-in on one, how the acquisition unfolded, and why he's now leading corporate development for a private equity-backed pet brand platform. We also dive into the psychological and strategic side of navigating a big liquidity event - from what he's (not) spending money on to how he's thinking about investing, BDCs, real estate, and personal finance. You can find show notes and more information by clicking here: https://bit.ly/43jiMtj Interested in our Private Community for 7-Figure Store Owners?  Learn more here.   Want to hear about new episodes and eCommerce news round-ups?  Subscribe via email.

Private equity firms are the most likely buyers for your business—and some do a fine job preserving what makes a company great. But many are financial engineers. They offer a generous multiple, then lever up the business, cut costs, and flip it within a few years. Longtime employees get let go. Culture erodes. You walk away with a check, but it can feel like selling out. 

Send us a textIn this episode of Strategy Simplified, we chat with Brad Kuntz, Senior Managing Director at Stax, to get a real look at what makes the firm tick. Brad shares how Stax's private equity focus, small-team model, and fast-paced culture set it apart - and what that means for consultants at every level.We dive into his career path, a surprising case in the industrial sector, and what type of candidate thrives at Stax (hint: it's about curiosity and flexibility). Plus, he shares practical advice for landing a role and building a meaningful career in consulting.See open roles at Stax and find out if it's the right next step for you.Stax LinksSee job openings at StaxLearn more about StaxFollow Stax on LinkedInAdditional ResourcesLearn about our Trusted Advisor Training utilized at top consulting firms and Fortune 500 companiesUnlock top consulting jobs on the Management Consulted Job BoardJoin Management Consulted for the NYC Case Camp from June 27-29Intensive, hands-on experience that will give you skills, confidence, and insider insights to break into consultingSeats are limited; confirm your spot

The intersection of healthcare management and patient care takes center stage as we welcome Jason Raidbard, Executive Administrator from UChicago's Department of Ophthalmology. Drawing from 22 years of healthcare experience, Jason shares how his journey transformed from pure operations—managing clinics and coordinating staff—to strategic leadership making decisions that shape entire departments.What drives someone to dedicate their career to healthcare administration? For Jason, it began with a deeply personal experience as a child undergoing speech therapy for being tongue-tied. This formative experience revealed both human vulnerability and the profound impact of compassionate care, though his path to healthcare took an unexpected detour through city management studies before a chance encounter with a physician changed everything. The combination of building something meaningful while helping patients transition from sickness to health created the perfect career alignment.Our conversation explores artificial intelligence's evolving role in medicine, where Jason offers a refreshingly balanced perspective. Rather than replacing physicians, current AI applications serve as supportive tools, particularly in radiology and pathology. These technologies provide valuable second opinions while allowing clinicians to maintain more personal connections with patients instead of staring at computer screens during appointments. We also discuss how preventative medicine, staff wellness, and patient accessibility might evolve over the next decade.For physicians running private practices in today's challenging landscape of private equity acquisitions, Jason shares crucial advice about assessing financial viability, defining long-term goals, and consulting trusted experts before making life-changing practice decisions. Whether you're a healthcare professional, administrator, or simply curious about the business of medicine, this episode offers valuable insights into leadership, technological innovation, and the enduring importance of the human touch in healthcare.For more on Jason, visit the website: ophthalmology.uchicago.edu___________________________________________________________________________________________Serious about growing your healthcare practice? DM: Andre Wright, MBA Email: andre@thewrightconsult.com Schedule a chat HERE Our digital marketing agency: The WRIGHTConsult Don't miss out at a chance to take your healthcare practice to the next level with our award winning programs. Let's grow your practice. Connect with Your Company Health Linkedin TikTok Find us on all the major podcast platforms including the ones below! Spotify Apple Amazon

1. “How do you like to qualify whether a buyer actually has the capital to close a deal?”Gut check vs. formal proofDifferences between PE-backed and strategic buyersWhat's reasonable to ask for and when in the process 2. “What are some of the best ways a buyer can demonstrate proof of funds early in a process?”Equity commitment lettersBank letters or balance sheetsFund-level detail for PE buyersIs a LOI ever enough? 3. “When you see a buyer lean heavily on an earnout or seller note, what does that tell you about their financial strength?”Earnouts as risk-transfer vs. alignment toolSign of limited capital vs. aggressive valuationHow to structure a seller note to reduce risk 4. “Have you ever had a deal fall apart because the buyer couldn't come up with the money?”Anecdotes of broken deals or red flags missedWhat should have been asked earlierLessons learned about screening buyers 5. “What questions should sellers be asking to vet a buyer's financial capacity?”Go-to questions to ask PE firms, family offices, strategicsWhat not to ask (or how not to ask it)How advisors help behind the scenes to validate 6. “If a seller gets an offer that looks strong on paper — big multiple, big earnout — what's your advice for validating it's real?”The danger of being ‘seduced by the headline multiple'Discounting for deal structure riskHow to tie offer strength to real-world execution ability 7. “Are there particular red flags you see when a buyer isn't financially credible?”Delayed diligence or ghostingLack of transparency around capital sourceToo many approvals needed — unclear decision-makersOffers contingent on future fundraising 8. “What's the advisor's role in protecting the seller from wasting time with unqualified buyers?”Quietly vetting buyers behind the scenesManaging buyer engagement based on credibilityPulling in references or past deal history 9. “What's your take on PE firms that haven't yet closed a platform in the space — does that change how we qualify them?”Platform vs. add-on credibilityOperational readiness of first-time buyersImportance of fund age and deployment schedule 10. “At what point in the process do you think it's fair for a seller to ask for hard financial evidence?”Pre-LOI vs. post-LOIHow to handle it without offendingWhen to walk if transparency isn't thereRELATED EPISODESEpisode 203: Selling Your Business to an Independent Sponsor. Listen now >>Episode 113: Deal Financing- Scenarios, Options and Implications for Both Sides. Listen now >>Episode 97: Understanding Search Funds as an IT Services Seller. Listen now >>Episode 99: IT Services Sellers: Evaluating the Size of a Buyer. Listen now >> Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

What really makes a buyer take notice? This episode delivers actionable steps to make your business irresistible to buyers. Learn how to highlight what matters most: a strong team, steady growth, and real long-term value. Guest Jon Martinka, a veteran M&A Advisor, also offers practical advice on how to attract buyers and maximize your exit. View the complete show notes for this episode.  Want To Learn More?   Increasing the Value of Your Business | The RVD Model Reducing Concentrations of Risk Before Selling Your Business Why Do Some Businesses Not Sell? M&A Due Diligence | Checklist & Overview Optimizing Your Business for a Successful Exit Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue  If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

Welcome to another MM Q&A, taking in budgeting rules of thumb, pension tax relief and offshore worker pension contributions, and lots more besides! Shownotes: https://meaningfulmoney.tv/QA14    01:57  Question 1 Hi Pete, I've been a long-time follower of your podcast and hope to be retiring or entering my ‘renaissance' in the next five years or so. I'd like to know if you think the 50, 30, 20 rule is still a good rule of thumb, or is there a better one? About a year ago, I decided to give a presentation on pensions to the new starters at my workplace. As I prepared, I realised that while I could explain the mechanics and importance of pensions, the bigger challenge would be addressing the feeling many have that they "can't afford" to contribute due to financial pressures—especially for younger people. Reflecting on my own experiences during university and early work life, I noticed a pattern: no matter how much I earned, I always seemed to end up with zero by the end of the term or month. Earning more didn't make me happier, and I was going out less compared to when I had very little. A detailed review of my spending revealed I was wasting money on unnecessary things—like buying three CDs instead of two, upgrading to a large coffee when a medium would do, or adding extras to my car that weren't needed. It was only when I learnt to pay myself first that everything changed overnight. Recently, I've been listening to podcasts about retirement that emphasise health, purpose, and happiness. One by Dr. Chatterjee introduced the concept of core happiness versus junk happiness. Core happiness comes from meaningful, lasting fulfilment, while junk happiness provides short-term pleasure through things like sugar, smoking, alcohol, social media, or shopping. Looking back, much of my unnecessary spending was driven by junk happiness. While paying myself first helped control this, understanding the why behind it made a big difference. This led me to realise that my presentation shouldn't just focus on the mechanics of finance—it also needed to explore the psychology behind spending. Understanding why we buy the things we do is important to becoming more financially secure while staying happy. It was something in one of Nischa's videos that seemed to tie everything together at a high level: the 50-30-20 rule —50% for fundamentals, 30% for fun, and 20% for the future. So my question is ( I know I've gone around the houses so sorry about that) given today's financial turbulence, do you think this is still a good rule to follow? Kind regards, Steve 09:16  Question 2 Hi Pete and Roger, Thanks for all the content you've put our over years, it really has been so helpful. I am 54 and have a work place pension with Fidelity where my employer matches my contributions to a certain level and I make additional through my monthly pay to the tune of £2.400 p.m. This summer I am due to inherit around £130,000 and will look to add around 20k of it  into my pension fund.  My question relates specifically to tax relief. I understand that when I make the contribution in the summer I will get 20pc tax relief automatically, but how will this show itself, will my contribution of 20k actually show on my pension balance a 24k?    Also as a 40pc high rate tax payer I understand I will need to to complete a tax return to claim the additional 20%.  This being the case, would I still be able to do this if I had left my employment later in the same tax year as I may be looking to retire in Autumn 2025.  Would it be the case that as I was no longer a higher rate tax payer as at 4 April 2026 I would not be able to claim the extra 20pc  on the 20k contribution the previous summer kind regards Gary 16:09  Question 3 Hi Pete & Roger, Firstly, I am absolutely addicted to your podcast. What you're doing is nothing short of heroic and am waiting to see your names on the New Year Honours List. Sir Pete and Sir Roger has a nice ring to it, don't you think? I am 34 and work in a career that gives me the opportunity to go on expat assignments (typically 3-year stints). This results in me becoming a non-tax resident in the UK meaning I can no longer contribute to the UK DC workplace pension and no longer able to contribute to my S&S ISA. My company do have an Offshore version of the DC pension but contributions to this are made after hypothetical tax so effectively there is no tax relief and to be honest I have really struggled to understand how I would access this pension come retirement and the UK tax implications so will likely avoid contributing to it this time around. When I go on an expat assignment, although I do get significant uplifts to my income, it interrupts my flow of regular pension and ISA contributions. The income I earn on assignment just mounts up and gets eaten up by inflation until I return to the UK and continue investing again. My question is what advice would you give to people like me? Should I speak to a financial planner before I go on assignment, or can I DIY this? Should I try to max out pension contribution limits before I go on assignment and max them out on return or should I be investing in GIAs while I am on assignment? What other considerations would you recommend? Thanks, Ryan 23:23  Question 4 Dear Pete and Rog, Thanks so much for your podcast - not just for the technical tips and tricks but for educating us towards and encouraging healthy relationships with finances. Q1 can I buy you a drink when I'm next in Cornwall? Q2 I don't know if this will resonate with other listeners, but here goes.... Pete, you have sometimes made reference to your upbringing in a Christian home, particularly in relation to talking (or not!) about money.  I appreciate that it may not be something you have chosen to follow in later life, but I guess if anyone understood the moral, ethical and belief issues surrounding money and Christianity, you might. As a Christian who tries to follow Biblical principles & the teachings of Christ, on one hand I strongly believe that what ever we have, be that time, skills, talents or money, they are a gift from God and we should use them or "steward them" well.  I am an NHS consultant so am fortunate to be in both 1995 and 2015 DB NHS pension schemes, expect to get a full state pension, am building an emergency fund, don't have bad debts, have adequate insurance / income protection and am seeking to invest a little of my spare money via an ISA into a low cost, passive, globally diversified index tracker (not financial advice!)  This seems wise to me.  I would encourage my fairly grown up children in this way too. On the other hand, there is much Biblical teaching along the lines of - "don't worry about tomorrow, what you will wear etc", "build up treasures in heaven rather than on earth" and "seek first the Kingdom of God".... Have you any thoughts or insights on how I might square some of this.  Or can you point me in the direction of planners / advisors who can? Many thanks once again. Robbie 31:14  Question 5 Hi Roger and Pete Love the show, which I have recommended to so many people. I consider myself a more mature investor with long-term savings, ISA's and Pensions who has also completed the build wealth course on Meaningful Academy and coaching with Alistair. I was listening to the Making Money podcast with Damien, and he was interviewing the COO of Nest who talked about how they are offering access to Private Equity investment via Schroders Capital. So my question is, what do you think of this as an option for further diversification, and are there any good options/ funds for private investors like me to access? Thanks in advance Jamie 35:23  Question 6 Hi guys, Been listening for a couple years now. Really enjoy the show and the rapport you both have. You've made me passionate about saving regularly into my stocks and shares ISA, maximising pension contributions and building up an emergency fund. My dad is 71 and has recently been diagnosed with Alzheimer's. He is still in good shape, but we are starting to think and plan more for the future. My sister and I have recently been set up to have power of attorney so we can help with various health and financial things when the time comes. My dad is selling a property (not his main residence) and once completed will have about £250,000 in cash sitting in his bank. He receives a DB pension of just under £60k a year which he can comfortably live on. £60k of the £250k is currently in a cash ISA with a decent enough rate. Although I think this may be best sat within a stocks and shares ISA tracking a global equity index fund, as he will almost certainly not need this money any time soon. Could he transfer the £60k cash ISA to a stocks and shares one? I have suggested for him to put £50k into premium bonds and I think he would like £50k readily available in an instant access account should it ever be needed. This would leave him with about £90k that we're not sure what to do with. Do you have any tips for the remaining cash whether that be with a short term, or medium to long term view? (GIA? Fixed term income account? Gift the money? Anything else we're missing?) His pension makes him a higher rate tax payer but his estate would fall under the inheritance tax threshold. (If my question is already too long, please don't feel obliged to read this last part out!) Finally my sister and I are also concerned about potential fraud or him doing something daft. Not only because he has Alzheimer's, but it seems anyone can so easily be caught out these days. Do you have any tips for us to help combat this or what his bank might suggest. We haven't currently told his bank about his condition or that my sister and I have power of attorney. Thanks for all your great work, Steven

In this episode of The Long Game, host Elijah Murray sits down with Ajay Srivatsavai, a veteran asset management executive, to unpack why private equity firms are falling behind in the AI revolution - and what it means for the future of the $15 trillion industry.Timestamps:(00:00) Risk factors in asset management and technology adoption(01:00) Introduction and guest overview(02:00) Asset management fundamentals and industry breakdown(04:00) Technology adoption challenges in finance(08:00) Private equity's lag in tech adoption(10:00) Unstructured data challenges in PE(13:00) Build vs buy technology decisions(17:00) Case study: Wealth management technology(20:00) Future of PE technology integrationWhether you're a PE professional, tech entrepreneur, or interested in the future of finance, this episode offers a rare glimpse into how artificial intelligence is reshaping one of the world's most profitable industries.Follow The Long Game for weekly conversations about tech, AI, & entrepreneurship.#privateequity #ai #fintech #assetmanagement #venturecapital #technology #finance #investing #business #entrepreneurship

In this episode of Karma School of Business, Sean Mooney speaks with Don McDonough, Managing Director at GTCR, about his career in private equity and his role in building GTCR's business development function. Episode Highlights: 1:24 - Path to Private Equity: Don's journey from investment banking to private equity and his early career experiences. 4:56 - Leadership Lessons: How sports and teamwork shaped Don's approach to leadership and problem-solving. 10:09 - Building a New Role: Challenges and strategies in developing GTCR's business development function. 27:04 - Value Creation Themes: GTCR's focus on technology, AI, and proactive risk management strategies to drive portfolio growth. 33:02 - Advice to Younger Self: Don's insights on identifying strengths, following passions, and seeking mentorship. For more information on GTCR, go to https://www.gtcr.com/ For more information on Don McDonough, go to https://www.linkedin.com/in/don-mcdonough-a6a3611 For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts/

One asset class that still has great deals on sub-institutional properties is Mobile Home Parks. Although larger parks near major metros are being acquired by REITs, Private Equity, and other institutions, parks with fewer than 100 sites are being acquired by smaller investors with far less competition. Smaller parks in secondary and tertiary markets offer great buying opportunities with value-add components that result in tremendous value and cash flow. Ferd Niemann IV, Mobile Home Park lawyer and investor, has acquired 25 parks in mostly small markets across five Midwestern states. 

Private equity and venture capital are rapidly reshaping healthcare—and revenue cycle leaders are feeling the impact first. In this episode, we unpack why these acquisitions are happening, what to expect when capital comes in, and how RCM teams can lead through the transition instead of being left behind.

Why is a mildly successful Water Tech company valued at almost twice the S&P500 M&A average? And how is that link to Private Equity's appetite for water companies? Let's find out!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/

Walter y Francisco analizan los distintos aspectos de la industria del capital privado Distribuido por Genuina Media

In this episode, Rick Kes, Partner at RSM, joins Scott Becker to share the latest insights on private equity deal flow, credit market uncertainty, and what proposed tax reforms could mean for investors.

The Private Equity market continues to evolve as investors navigate economic uncertainty, limited liquidity, and trade policy shifts. With challenges from tariffs and moderating distributions, investors are seeking ways to manage risks while uncovering opportunities for growth. But how can private equity firms leverage their agility to capitalize on these dynamics? And what innovations are reshaping access to this asset class?   On this episode of Disruptive Forces, host Anu Rajakumar is joined by David Stonberg, Deputy Head of NB Alternatives and Global Co-Head of Private Equity Co-Investments, to discuss how private equity firms are responding to market pressures. Together, they explore the impact of tariffs, the role of liquidity solutions, and innovations like evergreen funds that are making private equity accessible to retail investors.    Check out our recently published Private Markets Outlook, Private Equity: Capitalizing in the Current Climate to read more about why we believe private equity can help shield investors from negative tariff impacts while delivering long-term portfolio diversification.    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 Berman 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 Berman 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.    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 Berman” name and logo are registered service marks of Neuberger Berman Group LLC.    © 2025 Neuberger Berman Group LLC. All rights reserved. 

Private equity... it's a phrase we hear a lot these days, but what does it really mean? Gina & Turiya are joined by Gregg Kaplan, CEO of Dentologie and founder/former CEO of Redbox to break it down. Listen as we define private equity and discuss key differences & similarities between private equity and other types of companies in areas like business strategy & goals, measures of success, and leadership attributes.   Be sure to leave us a review and rating wherever you listen to your podcasts. Also, connect with us via our LinkedIn group or email at info@hrunconfidential.com.

Why is emotional intelligence the secret to business growth? In this powerful episode of the Grownlearn Podcast, Zorina dives deep with international speaker and human behavior expert Carly Pepin to explore the real drivers behind sustainable success in business—emotional intelligence, trauma clearing, and behavioral awareness. Carly shares how entrepreneurs and CEOs can overcome burnout, align with their true vision, and scale their companies without sacrificing themselves in the process. She explains why understanding human behavior isn't just a personal development tool—it's a strategic business advantage. You'll learn how emotional intelligence can unlock better leadership, stronger teams, and deeper client relationships—plus, how clearing trauma can remove unseen blocks to your success. Connect with Carly for potential coaching sessions on www.westcoathgrossadvisors.com ................................................................................................................................................................. IF YOU'RE AN INVESTOR—WHETHER VC, PRIVATE EQUITY, LENDER, OR ACTIVE IN THE CAPITAL MARKETS—AND YOU'D LIKE TO BE A GUEST ON GROWNLEARN'S CAPITAL PLAYBOOK

In this episode, Jamie speaks with long-time senior technology executive David Weiss, Operating Partner at Thoma Bravo and Clearhaven Partners.  Jamie finished the interview, turned to her producer and said, “Now that is what excellence in leadership looks like!” David says that while many leaders have a gift of natural charisma, he relies on a very intentional approach to leadership that has turned out to be a strength.  Drawing upon Eduardo Briceno's work, he advises leaders and teams to know when they are in the “performance zone” and when they are in the “learning zone.”  He describes the stages he sees companies grow through and why assessing complexity is just as important as measuring revenue.  David gives us a short primer on how private equity firms work and discusses 3 of 10 levers of scale he has identified.  One of those levers is culture and he introduces his very interesting “Energy Creator Framework” making the case that it's not enough to make sure you have the right people; your organization needs the right energy from those people.  David is an extraordinary leader; you will find yourself playing and replaying this episode in the weeks to come.   During this episode, David refers to the following work: The Performance Paradox: Turning the Power of Mindset into Action by Eduardo Briceno What Leaders Really Do by John Kotter (especially Chapter 3)   Executive Access is produced by The Ideal Life, a platform that provides coaching, community, and content for people to grow both personally and professionally.

In this episode, Rick Kes, Partner at RSM, joins Scott Becker to share the latest insights on private equity deal flow, credit market uncertainty, and what proposed tax reforms could mean for investors.

KKR is a Private Equity giant whose involvement in the Energy/Infrastructure sector has grown bigger over the decades. Energy/Infrastructure investments now represents approx 10% of their global Asset under Management of c.700bnUSD.KKR's approach combines several strategies which are developed in different vehicles from run of the mill yield funds to more risky platforms. Since the beginning of the decade, KKR has invested billions in the acquisitions of assets in the sector (Zenobe, Avantus, Albioma, Contour Global, Actis, Ignis, SMS, Acciona, Encavis, EGC, Eni biofuels) plus a special agreement to develop AI with ECP.Laurent and Gerard have the pleasure and privilege to invite Emmanuel Lagarrigue, Partner and co-head of Global Climate at KKR, who co-runs this global effort. Prior joining KKR in 2022, Emmanuel had a 27 years stellar career at Schneider Electric where he ended up leading the Group Strategy. Under his tenure, Schneider Electric's shares grew tenfold.What is KKR's strategy, how can it provide returns in this volatile environment, how to foster synergies inside its portfolio, where are the next big trends they are looking at? Emmanuel also discusses how private markets and public markets differ when it comes to asset valuations, how to deal with volatility, how much energy growth will be triggered by datacenters and finally what he thinks about Hydrogen and ”Green Premiums”.A ”tour de force” from one of the most prominent Energy investor on the planet.

LionTree's Louis Kenna is joined in the company's UK office by Lionel Assant, Global Co-Chief Investment Officer of Blackstone. Lionel came to Blackstone in 2003, four years prior to the firm going public; in that time, their AUM has risen from ~$27 Billion to around $1.1 Trillion. Executing on 70 plus strategies across four divisions, Lionel details how Blackstone's scale enables them to make bold investments, and, via their long-standing involvement with Impetus, to apply time-tested Private Equity methodology to effect social good.This podcast is for information purposes only. The opinions and views expressed in this material are solely the participant's personal opinions and do not necessarily reflect the opinions of LionTree or its affiliates. This material should not be copied, distributed, published, or reproduced, in whole or in part, or disclosed by any recipient to any other person without the express written consent of LionTree. The information contained in this material does not constitute a recommendation, offer or solicitation from any LionTree entity to the recipient with respect to the purchase or sale of any security, and LionTree is not providing any financial, economic, legal, investment, accounting, or tax advice through this material or to its recipient. Neither LionTree nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this material and any liability therefore (including in respect of direct, indirect, or consequential loss or damage of any kind whatsoever) is expressly disclaimed. LionTree does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this material.Third-party content may be published on LionTree pages in response to this material. Such content is not reviewed by LionTree before it is displayed and LionTree cannot guarantee the accuracy or completeness of such content. The opinions and views expressed by the authors of such third-party content are solely the author's personal opinions and do not necessarily reflect the opinions of LionTree or its affiliates. LionTree reserves the right to remove, alter or edit any third-party content published on LionTree pages. LionTree expressly disclaims any liability (including in respect of direct, indirect, or consequential loss or damage of any kind whatsoever) arising out of, or in connection with, the access or use of any social media platform or LionTree page. Use of a social media platform or LionTree page is at your own risk.Securities of any investment funds managed by LionTree are privately offered to selected investors only by means of each such fund's governing documents and related subscription materials. Listeners and viewers should not assume that companies identified in this audio and/or video are representative of all investments made or recommended by LionTree on behalf of each firm's clients. An investment with LionTree is speculative and involves significant risks including the potential loss of all or a substantial portion of invested capital and the lack of liquidity of an investment. Past performance is not indicative of future results.For further information, please see: https://liontree.com/disclaimer/. If you have questions, please go to https://liontree.com/ and select “Contact.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textIn this episode, industry experts discuss the evolving landscape of technology and its impact on investment strategies. Key topics include the role of AI in driving innovation, the potential for consolidation in med tech and healthcare, and the increasing importance of operational due diligence in private equity. Panelists share their experiences and insights on how technology has streamlined due diligence processes, enhanced transparency, and shaped decision-making in their investments. They also offer valuable advice on how family offices and private investors can approach M&A, divesting strategies, and niche investing, while emphasizing the importance of focusing on a clear strategy and avoiding distractions from emerging trends.

In this episode, Rick Kes, Partner at RSM, joins Scott Becker to discuss the cautious optimism in private equity, the impact of public market news on investor sentiment, and ongoing challenges around interest rates and access to capital.

In this episode, Rick Kes, Partner at RSM, joins Scott Becker to discuss the cautious optimism in private equity, the impact of public market news on investor sentiment, and ongoing challenges around interest rates and access to capital.

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On the 100th episode of Dentist Money's Two Cents, Matt, Ryan, and Rabih break down the latest interest rate updates and how both the Fed and the markets are responding. They dive into the influence of private equity—what it means for businesses and your everyday life—and wrap up with insights on the proposed federal budget and its potential economic impact. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

In episode 1865, Jack and Miles are joined by comedian behind the comedy special Recommended Based On Your Search History, Joe Kwaczala, to discuss… Oh Grok Is Now Feeding Into The White Genocide Conspiracy, You Got That 2025 Topps Pope Leo XIV Rookie Card?! Wrestling Childcare Away From Private Equity Is The Winning Issue Democrats Keep Ignoring and more! Musk’s AI Grok bot rants about ‘white genocide’ in South Africa in unrelated chats Trump just granted asylum to a man who posted Jews are ‘dangerous’ You Got That 2025 Topps Pope Leo XIV Rookie Card?! What Happens When Private Equity Owns Your Kid’s Day Care U.S. has world’s highest rate of children living in single-parent households Child care is a ‘textbook example of a broken market.’ Where do Harris, Trump go from here? New Polling on Child Care and the 2024 Election Harris wants to limit child care costs to 7% of family income Child care is a ‘textbook example of a broken market.’ Where do Harris, Trump go from here? The “Affordability” Hustle New Mexico Started Offering Free Childcare and Reduced the State’s Poverty Rate Transforming the Child Care Landscape New Mexico made childcare free. It lifted 120,000 people above the poverty line Project 2025 plan calls for shifting funding for childcare to in-home care Project 2025 Proposes Defunding Daycare Not Just More Babies: These Republicans Want More Parents at Home Private Equity Has Its Eyes on the Child-Care Industry Can Child Care Be a Big Business? Private Equity Thinks So. For-Profit Childcare Chains Showered Manchin in Cash After He Blocked Universal Care LISTEN: Let's Ride (Soul Supreme Version) By Q-TipSee omnystudio.com/listener for privacy information.

What if your firm could cut its tech stack in half while delivering faster results to clients? In this episode, Blake and David explore the consolidation revolution in accounting software as practice management tools secure massive funding rounds. They also break down how private equity is reshaping the profession's business model, with some firms now prohibiting CPAs from using their credentials in email signatures. Plus, discover why a proposed Florida bill eliminating the Board of Accountancy could have nationwide implications for licensed professionals. Learn why shorter turnaround times—not lower prices—might be your most cost-effective path to happier clients in today's AI-transformed landscape.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayREFRAME 2025 - http://accountingpodcast.promo/reframe2025 Payhawk - http://accountingpodcast.promo/payhawkChapters(01:14) - Today's Topics Overview (03:53) - Travel Stories and Observations (05:14) - Conference Highlights and Industry Insights (16:50) - Florida CPA Threat and Licensing Issues (21:21) - Private Equity in Accounting Firms (39:39) - IRS Workforce Reduction Update (44:04) - IRS and ICE Data Sharing Agreement (45:42) - Proposed Bill to Regulate Tax Preparers (47:37) - Americans' Perception of Tax Fairness (52:16) - Improving Client Satisfaction in Tax Services (01:01:36) - Consolidation in Accounting Tech: Xero and Bill.com (01:03:43) - Gusto Expands into AR and AP (01:12:02) - The Impact of AI on Accounting Jobs  Show NotesFirms with AI report higher per-employee revenue vs others https://www.accountingtoday.com/news/firms-with-ai-report-higher-per-employee-revenue-vs-others50% of finance teams still take over a week to close the books https://www.cfo.com/news/50-of-finance-take-week-to-close-books-ledge-month-end-close-time-cfo-three-day-close-myth-/746085/Shorter Turnaround Equals Happier Tax Clients https://www.cpatrendlines.com/2025/05/shorter-turnaround-equals-happier-tax-clients/Less than half of Americans believe federal income taxes are fair, Gallup poll finds https://news.gallup.com/poll/taxes-fairness-poll-2025.aspxFlorida bill threatens to eliminate Board of Accountancyhttps://www.goingconcern.com/florida-bill-threatens-to-eliminate-board-of-accountancy/13 regional accounting firms unite under Sorin brand backed by private equity https://www.accountingtoday.com/news/13-regional-accounting-firms-unite-under-sorin-brandBennett Thrasher rejects private equity, champions independence https://www.accountingtoday.com/news/bennett-thrasher-rejects-private-equity-champions-independenceInterest in accounting rising among students, CAQ survey finds https://www.thecaq.org/accounting-interest-students-survey-2025/Treasury to stop issuing and accepting paper checks effective September 30, 2025 https://home.treasury.gov/news/press-releases/paper-checks-phase-out-2025IRS and ICE reach agreement to share immigrants' tax information https://www.irs.gov/newsroom/information-sharing-agreement-ice-2025Bill to regulate tax preparers introduced in Congress https://www.congress.gov/bill/tax-preparer-regulation-2025Canopy raises $70 million Series C for practice management software https://www.canopytax.com/blog/70-million-series-c-funding-2025Thoma Bravo invests $100 million in HubSync for accounting technology growthhttps://www.hubsync.com/news/thoma-bravo-investment-100-millionXero and Bill forming alliance for embedded bill pay in the US https://www.xero.com/blog/2025/05/bill-partnership-announcement/Melio to embed payments for AR and AP inside Gusto https://www.melio.com/blog/melio-gusto-partnership-2025Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser:

In this episode of The Distribution, host Brandon Sedloff sits down with Jay Maher, Global Chief Operating Officer at H.I.G. Capital, to explore what it takes to build scalable operational infrastructure inside one of the world's leading middle-market private equity firms. With a career spanning over 30 years in fund administration, technology, and operational leadership, Jay brings a unique perspective on institutional growth, data strategy, and the evolving role of the COO. They discuss Jay's journey from cutting NAVs on paper at Merrill Lynch to co-founding and selling multiple fund services businesses, and how that experience informs his approach to streamlining systems, breaking down silos, and preparing H.I.G. for its next phase of growth. They also cover: The complexities of building a centralized data warehouse across asset classes How H.I.G. balances entrepreneurial culture with institutional standards The implementation of Workday HCM and firm-wide performance systems Operational lessons from scaling multiple fund administration teams How to design effective vendor partnerships with aligned incentives The strategic role of the COO in talent, technology, and investor service delivery This episode is a behind-the-scenes look at operational alpha in action, offering a rare window into how scaled private equity firms are building durable foundations for long-term growth. Links: Jay on LinkedIn - https://www.linkedin.com/in/jay-maher-90b71616/ H.I.G. Capital - https://hig.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:02:07) - Jay's career and background (00:18:18) - The state of operational alpha for private markets (00:23:10- Advice for folks trying to wrap their heads around maintaining clean data (00:27:00) - How does HIG think about the role of operations and data in the firm's strategic vision? (00:29:59) - Jay's role as COO (00:38:14) - Leadership philosophies (00:40:55) - Outsourcing approaches (00:44:08) - Developing successful partnerships (00:46:02) - What's something that surprised you in your role as COO? (00:48:10) - How do you get people to change? (00:52:52) - What do you see on the horizon over the next 3-5 years?

Mutual Funds are often seen as the McDonalds of the investment world. They are ubiquitous and convenient, and yet, they are seen to lack the prestige of a fine dining experience aka Private Equity et al. In this episode, we take on the big question: Are mutual funds only for the salaried middle class, or is there a bigger story here? Deepak and Shray dive deep into the history and perception of mutual funds, from their once-exclusive status to becoming the go-to vehicle for SIPs and forced savings.  But why don't you hear family offices or the ultra-wealthy proudly boasting about their mutual fund holdings? We explore this through the lens of economic class distinctions (India A, B, and C) and unpack how perceptions of exclusivity and quality affect investment choices. Whether you're planning for retirement, your child's education, or just wondering if your portfolio is too “plain vanilla,” this is a conversation that will make you rethink how you view mutual funds. -- 0:00 – Intro 3:29 – Choosing Exclusivity Over Simplicity 7:34 – Volatility Laundering 20:32 – Liquidity in University Endowment Funds 31:49 – Alternative Investments 38:58 – Mutual Funds vs Other Investments 44:12 – Why not hire a personal fund manager? 48:04 – Advantages and Disadvantages of Mutual Funds 1:12:26 – Use cases for Mutual Funds 1:22:41 – Who are Mutual Funds not for? -- More about us: https://cm.social/pms Connect with us : https://cm.social/pms-connect Deepak's Twitter: @deepakshenoy Shray's Twitter: @shraychandra Capitalmind Twitter: @capitalmind_in

Doug Ostrover is the Co-Founder and CEO of Blue Owl Capital, a public company borne out of a merger combining Owl Rock Capital and Dyal Capital. Doug is also the CEO and Co-CIO of Owl Rock Capital Partners, a direct lender to middle-market companies that he co-founded in 2016 and today manages $30 billion in permanent capital assets. The combined Blue Owl manages approximately $53 billion in assets, over 90% of which is in permanent capital vehicles. Previously, Doug was one of the founders, and the O, in GSO Capital Partners, which today is Blackstone's alternative credit platform. He has been involved in leveraged finance working with private equity sponsors for thirty years.   Our conversation covers Doug's beginnings in leverage financed, the founding of GSO, and keys to his early success. We then turn to the importance of culture, sourcing investment opportunities, the underwriting process, and working with both GPs and LPs. We close with Doug's perspective on the recent formation of Blue Owl and what the future holds for direct lending.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

United, Inc #4 | In this episode Jamie and Ed dive into the financial implications of the Glazer family's 20-year ownership of Manchester United. Discussing the history of the Glazer takeover, they address the massive increase in club revenue alongside the burdensome debt and the ongoing expenses, including interest payments, management fees, and dividends. The conversation covers the role of media in explaining the takeover, analyses United's commercial, broadcast, and match day revenues, and considers the club's future under new leadership amidst evolving financial constraints and competitive pressures.

Lina Khan recently concluded her term as one of the Biden administration's most controversial leaders. Her tenure as chair of the Federal Trade Commission raised the profile of the relatively obscure antitrust agency charged with protecting competition. Her anti-monopoly outlook and more aggressive enforcement strategies, particularly toward Big Tech market power and protecting workers, earned the ire of the business community and the dedicated vitriol of the Wall Street Journal editorial board.Khan began her term as the youngest-ever appointee of the FTC. She initially rose to prominence for her 2017 Yale Law Journal article, “Amazon's Antitrust Paradox,” which went viral among the antitrust community for its argument that scholars and regulators must look beyond prices to understand what constitutes a harm from a lack of competition, especially in today's digital economy where many services are nominally provided for free to consumers. Fresh out of law school, Khan appeared on a Capitalisn't episode in our first season and wrote for our sister publication at the Stigler Center, ProMarket, as far back as 2018. She also delivered two keynote addresses at the Stigler Center's annual Antitrust and Competition Conferences while FTC chair.On this episode, Khan returns to Capitalisn't to reflect on her tenure, her vision of capitalism, and how her approach to enforcing existing laws with new thinking may have impacted the everyday lives of Americans. How does she respond to her critics, who include major Democratic business leaders? How does she view the new Trump administration, which is continuing many of her transformative policies, including revised merger guidelines and major lawsuits? As a senator, Vice President JD Vance said she was “one of the few people in the Biden administration actually doing a pretty good job.” Reflecting on her work, Khan also touches upon how conflicts of interest among corporate lawyers and consultants, former bureaucrats, and academics distort policymaking, court rulings, and market outcomes. Finally, she highlights the antitrust issues to pay attention to moving forward, such as algorithmic collusion.Show Notes: Also, check out ProMarket's series on the future of the Neo-Brandesian movement, of which Lina Khan is an emblematic figure.

Imagine that you're an entrepreneur who's already had an exit. You're working on a Master's degree at MIT's Entrepreneur Program, and then you get a call from a talent scout at Shark Tank.Not only that, but that phone call landed you a million-dollar investment from the Sharks for your restaurant business (still one of the top five deals ever to this day) and a seven-figure exit a few years later.That's just scratching the surface of why I'm excited to introduce you to my friend Yuen Yung. Yuen is a serial entrepreneur, investor, and the Co-Founder of HalBar Partners, a niche private equity firm specializing in a relatively unknown but powerful asset class: Search Funds.In our conversation, you'll hear the experience Yuen has gained from having several successful exists, why he believes that alternative investments and real estate offer better ROI and security than the public markets, and why his newest venture into search funds—an asset class averaging a 35% IRR—could be a game-changer for investors seeking higher multiples with the steady returns of private equity.In this episode, you'll learn: 1.) Why traditional stock market investing with 60/40 portfolios feels outdated—and why the ultra-wealthy are investing their money in alternative investments.2.) What Search Funds are and why this niche asset class differs from the more common private equity and venture capital investment opportunities—and why most people have never heard of them.3.) How Yuen earned a $1 million dollar investment on Shark Tank, despite initially turning down the opportunity and how he turned it into a 7-figure exit.Show Notes: LifestyleInvestor.com/238Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Peter Brodsky wasn't always a real estate developer—but when he saw an opportunity to use his business experience to help transform southern Dallas, he stepped in. In this season finale of Good God, George Mason speaks with Peter about his work at the Shops at Redbird, his leadership at Housing Forward, and why homelessness, food access, and affordable housing demand both moral clarity and practical solutions.Together, they explore the structural causes of poverty, the challenge of changing public narratives, and how Peter's Jewish faith and commitment to tikkun olam—repairing the world—have shaped his decision to invest his time, money, and energy in building a more equitable city.Peter Brodsky is a Dallas-based philanthropist, real estate investor, and chair of the board of Housing Forward, the lead agency coordinating homelessness response in Dallas and Collin counties.

Nick talks about his recent decision to reenter the world of Private Equity after a six-year hiatus, driven by a desire to align his values with the industry. He reflects on past experiences, including the challenges of value extraction versus value creation, and the personal journey that led to their departure from Private Equity. The discussion highlights the current macro shifts in the market, including the wealth transition of baby boomers and the increasing need for strategic partnerships in private equity. Nick discusses the importance of mentoring and supporting entrepreneurs, advocating for a new model of private equity that focuses on collaboration and shared value creation. KEY TAKEAWAYS There is a significant shift in private equity towards operator-led and founder-led value creation, moving away from merely deploying capital. This evolution presents new opportunities for strategic partnerships with businesses. The retirement of baby boomers is leading to a wave of small-cap and lower mid-market opportunities, creating a pressing need for succession planning and business consolidation. Advances in technology, particularly AI, are transforming business models and enabling service businesses to scale globally, which presents opportunities for founders to leverage these changes for increased value. The aim is to redefine Private Equity as a vehicle for freedom, growth, and shared wealth, emphasising the importance of partnering with entrepreneurs to create mutual value rather than focusing solely on exits. BEST MOMENTS "I decided to leave because of a lot of things that happened during my decade in that industry that didn't align with my values." "I can't sit there saying how bad some of these different situations are... I shouldn't be just throwing stones at something and not trying to fix it." "There's a big explosion of small cap and lower mid-market opportunities... to allow founders to exit gracefully and elegantly is huge." "Entrepreneurship is a team sport at the best of times. You don't want to be the person who's having to pull everything uphill." "My mission around it really is to redefine private equity as a vehicle for freedom and growth and wealth, not just the exit." 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/Support the show: https://highvalueexit.com/

Ian Carroll hosts his first episode of Candace by discussing Candace's crazy experience with the hospital after the birth of her son Roman, Trump going after big pharma, the Diddy trial, and a scandal that started at kids birthday parties at Urban Air Adventure Parks which led to one mom spending the last three years fighting against a multibillion dollar private equity machine. Follow Ian Carroll here: https://www.youtube.com/@UCCgpGpylCfrJIV-RwA_L7tg 00:00 - Start. 00:57 - The story of Tiffany & Unleashed Brands. 27:56 - Candace's hospital story. 29:27 - The Diddy Trial. 36:03 - Trump's new executive order goes after Big Pharma. 39:16 - The Macron "baggie" controversy. GNO.LAND Learn more at http://www.gno.land Pure Talk Make the switch today at http://www.PureTalk.com/Owens Take Lean Go to https://takelean.com and use the promo code CANDACE20 to get 20% off! Disclaimer: Results vary. These statements have not been evaluated by the FDA and is not intended to diagnose, treat, cure, or prevent any disease and is not a substitute for care from a healthcare provider. Candace Official Website: https://candaceowens.com Candace Merch: https://shop.candaceowens.com Candace on Apple Podcasts: https://t.co/Pp5VZiLXbq Candace on Spotify: https://t.co/16pMuADXuT Candace on Rumble: https://rumble.com/c/RealCandaceO Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, John Santana, Principal Consultant at Clearwater Security, joins Scott Becker to discuss the evolving cybersecurity landscape in healthcare private equity. He shares best practices for due diligence, post-acquisition risk management, and key takeaways from Clearwater's groundbreaking Cyber Risk Benchmark Trend Report.

On a podcast with Emilie Steckenborn of LVMH China, she insisted that I meet with Robert Foye to discuss a podcast appearance. She insisted. After 2 minutes on a call with Robert, I moved from chatting to scheduling. Despite conversations on the web about how the trade should be more innovative and rethink, Robert feels you need experience to move forward. How can you innovate without knowing the pitfalls of what came before?  With Robert Foye, it is about leadership and adaptability. Hear it here. Robert Foye doesn't just bridge the world between Coca-Cola and Cabernet—he's crossed it, mapped it, and poured a glass for the rest of us. If you think multinational beverage leadership and the romance of wine are oil and water, Foye's the proof that sometimes, opposites blend perfectly. In this illuminating episode of Wine Talks, listeners embark on a journey through the tumultuous cycles and fascinating nuances of the wine business, as told by a leader who's helmed both Accolade Wines and Treasury Wine Estates. You'll learn why wine endures as a cultural ambassador, even as trends and consumption habits shift; how the COVID-19 pandemic didn't just pause the industry but rewrote its rules (and reawakened dormant talents at both the kitchen table and the boardroom). Foye deftly uncorks the challenges of marketing wine in today's saturated landscape—offering a rare look at what works, and what falls flat, on the shelf and online. He'll walk you through what sets wine apart from other consumer packaged goods, exploring the rich stories and personal connections that make sharing a bottle an experience unlike any other. Whether he's recounting tales of adapting wine language for the next generation, weighing in on the role of private equity investments, or describing the unexpected kinship between a seasoned wine executive and the humble “second cheapest bottle,” Foye brings an insider's wit and worldliness to every anecdote. You'll come away not just with a deeper understanding of today's wine market, but with a renewed sense of why, through its ups and downs, wine persists—linking land, language, and laughter with each pour. This conversation will leave you thirsty, not just for your next glass, but for the stories behind every label. ✅ Ever wonder why wine is so much more than just a drink? ✅ Dive into the art, business, and soul behind every bottle with host Paul Kalemkiarian and guest Robert Foye. ✅ From global industry shakeups to the magic of sharing a special glass, this episode of Wine Talks uncorks what makes wine irresistible—and why its story is far from over. ✅ Whether you're a wine lover or business buff, you'll leave with a new appreciation (and craving for the next pour). Listen now and sip on some real insights!     #WineIndustry #WineBusiness #WineCulture #WinePodcast #WineInnovation #Winemaking #WineStorytelling #WineLeadership