Podcasts about Private equity

Nick kicks off the new year by focusing on the importance of strategic planning for business growth, examining the common pitfalls of overly complex strategies that hinder execution and introduces a practical one-page strategic plan framework used in private equity.  Nick outlines the six key components of this framework, including the exit vision, value creation thesis, strategic priorities, key metrics, critical constraints, and quarterly rocks KEY TAKEAWAYS A strategic plan should be concise and fit on a single page. Overly complex strategies can hinder execution and lead to confusion among team members. The key to successful strategy is not just in planning but in execution. Clear ownership of tasks and regular reviews are essential to ensure that the plan is actively followed and adapted as needed. A one-page strategic plan should include six main components: exit vision, value creation thesis, three strategic priorities, key metrics, critical constraints, and quarterly rocks. Each component plays a crucial role in guiding the business towards its goals. The strategic plan should be a living document that is reviewed weekly and updated quarterly. This ensures that the team remains aligned and focused on the most important objectives. BEST MOMENTS "Most business owners start off with overly complex strategies that cause them to fail when it comes to execution."  "If your strategy doesn't fit on one page, you don't have a strategy, you have a wish-list."  "The planning process itself becomes the goal, not the outcome. And that is a huge, huge mistake."  "If you can't fit your strategy on one page, you don't have strategic clarity yet." VALUABLE RESOURCES Get the 1-Page Strategic Plan today. DM me “STRATEGIC PLAN” on LinkedIn or grab it here: https://nick-9ftlguzv.scoreapp.com/p/wwu-1plan Nick's LinkedIn: https://www.linkedin.com/in/realnickbradley To get your copy of Nick's new book, go to ⁠http://bit.ly/4ngC2hO⁠ Exit Your Business For Millions - Download This Guide: ⁠https://go.highvalueexit.com/opt-in⁠ 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/

Our Chief Fixed Income Strategist Vishy Tirupattur is joined by Dan Toscano, the firm's Chairman of Markets in Private Equity, unpack how credit markets are changing—and what the AI buildup means for the road ahead.Read more insights from Morgan Stanley.----- Transcript -----Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Today is a special edition of our podcast. We are joined by Dan Toscano, Chairman of Markets in Private Equity at Morgan Stanley, and a seasoned practitioner of credit markets over many, many credit cycles. We will get his thoughts on the ongoing evolution and revolution in credit marketsIt's Wednesday, January 7th at 10am in New York. Dan, welcome.Dan Toscano: Glad to be here.Vishy Tirupattur: So, to get our – the listeners familiar with your journey, can you talk a little bit about your experience in the credit markets, and how you got to where we are today?Dan Toscano: Yeah, sure. So, I've been doing this a long time. You used the nice word seasoned. My kids would refer to it as old. But I started in this journey in 1988. And to make a long story short, my first job on Wall Street was buying junk bonds in the infancy of the junk bond market, when most of what we were financing were LBOs. So, if you're familiar with Barbarians at the Gate, one of the first bonds we bought were RJR Nabisco reset notes. And I've been doing this ever since, so over almost four decades now.Vishy Tirupattur: So, the junk bond market evolved into high yield market, syndicated loan market, CLO market, financial crisis. So, talk to us about your experiences during this transition.Dan Toscano: Yeah. I mean, one of the things these markets do is they finance evolution in industries. So, when I think back to the early days of financing leveraged buyouts, they were called bootstrap deals. The first deal I did as an intermediary on Wall Street as opposed to as an investor, was a buyout with Bain Capital in 1993. At the time, Bain Capital had a $600 million AUM private equity platform. Think about that in the scale of what Bain Capital does in private equity today. You know, back then it was corporate carve outs, and trying to make the global economy more efficient. And you remember the rise of the conglomerate. And so, one of the early things we financed a lot of was the de-conglomeration of big corporates. So, they would spin off assets that were not central to the business or the strengths that they had as an organization.So, that was the early days of private equity. There was obviously the telecom build out in the late 90's and the resulting bust. And then into the GFC. And we sit here today with the distinctions of private capital, private credit, public credit, syndicated credit, and all the amazing things that are being financed in, you know, what I think of as the next industrial revolution.Vishy Tirupattur: In terms of things that have changed a lot – a lot also changed following the financial crisis. So, if you dig deep into that one thing that happened was the introduction of leveraged lending guidelines. Can you talk about what leveraged lending guidelines did to the credit markets?Dan Toscano: Yeah, I mean, it was a big change for underwriters because it dictated what you could and couldn't participate in as an underwriter or a lender, and so it really cut off one end of the market that was determined by – and I think the thing most famously attributed to the leveraged lending guidelines was this maximum leverage notion of six times leverage is the cap. Nothing beyond that. And so that really limited the ability for Wall Street firms to underwrite and distribute capital to support those deals.And inadvertently, or maybe by plan, really gave rise to the growth in the private credit market. So, when you think about everything that's going on in the world today, including, which I'm sure we'll talk about, the relaxation of the leveraged lending guidelines, it was really fuel for private credit.Vishy Tirupattur: So private credit, this relaxation that you mentioned, you know, a few weeks ago, the FDIC and the OCC withdrew the leveraged lending guidelines in total. What do you expect that will do to the private credit markets? Will that make private credit market share decrease and bank market share increase?Dan Toscano: I think many people think of these as being mutually exclusive. We've never thought of it that way. It exists more on a continuum. And so, what I think the relaxation of those guidelines or the elimination of those guidelines really frees the banks to participate in the entire continuum, either as lenders or as underwriters.And so, in addition to the opportunity that gives the banks to really find the best solutions for their clients, I think this will also continue the blurring of distinctions between public market credit and private market credit. Because now the banks can participate in all of it. And when you think about what defines in people's minds – public credit versus private credit, in many cases it's driven by what terms look like. Customary terms for a syndicated bond or loan versus a private credit loan.Also, who's participating in it. You know, these things have been blurring, right? There's a cost differential or a perceived cost differential that has been blurring for some time now. That will continue to happen, in my opinion anyway.Vishy Tirupattur: I totally agree with you, Dan, on that. I think not only the distinction between public credit and private credit, but also within the various credit channels – secured, unsecured, securitized, structured – all these distinctions are also blurring. So, in that context, let's talk a little bit more about what private credit's focus has been and where private credit focus will be going forward. So, what we'll call private credit 1.0. Focused predominantly on lending to small and medium-sized enterprises. And we now see that potentially changing. What is driving private credit 2.0 in your mind?Dan Toscano: Well, the elephant in the room is digital infrastructure. Absolutely. When you think about the scale of what is happening, the type of capital that's required for the build out, the structure you need around it, the ability to use elements of structure. You mentioned several of them earlier. To come up with an appropriate risk structure for lending is really where the market is heading. When you think about the trillions of dollars that we anticipate is needed for the technology industry to complete this transformation – not just around digital infrastructure, but around everything associated with it.And the big one I think of most often is power, right? So, you need capital to build out sources of power, and you need capital to build out the data centers to be able to handle the compute demand that is expected to be there. This is a scale unlike anything we have ever seen. It is the backbone of what will be the next industrial revolution.We've never seen anything like this in terms of the scale of the capital needed for the transformation that is already underway.Vishy Tirupattur: We are very much on board with this idea as well, Dan, in terms of the scale of the investment, the capital investment that is needed. So, when you look ahead for 2026, what worries you about the ind ustrial revolution financing that is underway?Dan Toscano: Given all that's going on in the world, this massive capital investment that's going on globally around digital infrastructure, we've never seen this before. And so, when I look at the capital raising that has been done in 2025 versus what will be done in 2026, I think one of the differences that we have to be mindful of is – nothing's gone wrong while we were raising capital in 2025 because we were very much in the infancy of these buildouts. Once you get further into these buildouts and the capital raises in 2025 that are funding the development of data centers start to season, problems will emerge. The essence of credit risk is there will be problems and it's really trying to predict and foresee where the problems will be and make sure you can manage your way through them.That is the essence of successful credit investing. And so there will definitely be issues when you think about the scale of the build out that is happening. Even if you look just in the U.S., where you need access to all sorts of commodities to build out. And you know, people focus on chips, but you also need steel and roofing, and importantly labor.And as we talk to people about the build outs, one of the concerns is supply of labor supply and cost of labor. So, when you run into situations where maybe a project is delayed a bit, or the costs are a bit more than what was expected, there will be a reaction. And we haven't had that yet. We will start to see that in 2026 and how investors and the markets react to that, I think will be very important. And I'm a little bit worried that there could be some overreaction because people have trained themselves in 2025 to think of like, ‘I'm operating in a perfect environment,' because we haven't really done anything yet. And now that we've done something, something can and will go wrong. So, you know, we'll see how that plays out.I am very fixated in 2026 on the laws of supply and demand. When I think about what's going on right now, we usually have visibility on demand. And we usually have some level of visibility on supply. Right now, we have neither – and I say that in a positive way. We don't know how big the demand is in the capital world to fund these projects. We don't know how big that can be. And almost with every passing day, the supply – and what we're hearing from our clients about what they need to execute their plans – continues to grow in a way that we don't know where it ends. And the scale, we're talking trillions of dollars, right? Not billions, not millions, but trillions.And so, I look at that – not so much as something I worry about, but something I'm really curious about. Will we run out of money to fund all of the ambitions of the Industrial Revolution? I don't think so. I think money will find great projects, but when you think about the scale of what we're looking at, we've never seen anything like it before. And it will be fascinating to watch as the year goes on.Vishy Tirupattur: Thanks Dan. That's very useful. And thanks for taking the time to speak to us and share your wisdom and insights. Dan Toscano: Well, it's great to be here.Vishy Tirupattur: And to our audience, thanks for listening. If you enjoyed the show, please leave us a review wherever you listen and share thoughts on the market with a friend or colleague today

Selling a medical practice is no longer a straightforward transaction, especially in today's private equity–driven market. In this episode, we are joined by attorneys Jonathan Eskow and Greg Rutstein of Eskow Law Group to share what physicians can realistically expect when selling a practice today. Learn how private equity is affecting valuations, the risks of relying on few key individuals, and the continued role of non-compete agreements. Tune in for insights on navigating today's M&A landscape while protecting the value of your practice.Chapters00:00 Intro01:10 Banter03:35 Guest backgrounds13:53 How has private equity changed medical practices? 17:33 Is private equity buzz driving unrealistic expectations among physicians?21:40 What do physicians need to know about non-competes?25:12 What are the top buyer concerns in medical practice acquisitions?27:02  Access+27:55 Legal Takeaways29:08 OutroLearn more about Eskow Law by visiting: www.eskowlawgroup.comWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto  Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

In his late 20s, Jorge Pliego found himself financing a major expansion in Mexico—not by calling corporate for cash, but by rethinking the entire structure. At Procter & Gamble, he was given the chance to fund a new paper products facility locally, navigating tax and financing incentives until the deal carried “zero” interest cost, Pliego tells us. Convincing senior leaders in Mexico and at headquarters required clarity, confidence, and an understanding of the business beyond finance alone.That moment reflects a career shaped by early responsibility and proximity to decision-makers. From ERP implementation work—where he adapted U.S. costing systems to Mexico's 100% inflation environment—to treasury leadership, Pliego learned how finance decisions land inside real operating constraints, he tells us. Those lessons were tested again when he left P&G for Sara Lee, joining as the second employee in Mexico. Suddenly, he was learning how to import product, choose systems, hire teams, and manage risk without the safety net of a mature organization.At Diageo, that operational grounding met strategy. As CFO of Mexico, Pliego helped lead a six-month effort to craft a plan to triple the business in three years, he tells us. Finance worked alongside marketing, sales, and operations to define investments, risks, and measurements, while leaders focused on inspiring people and course-correcting quickly.Today, as CFO of Improving, Pliego carries those lessons into a faster, private-equity-backed environment. Speed matters, but discipline matters more. He's shortened the close, sharpened data visibility, and applies the same lens to AI—calling it “a very hungry monster” that only delivers value when fed consistent, high-quality data, Pliego tells us.

Émission du 06/01/2025 présentée par Amaury de Tonquédec avec Jérémy Tubiana, Responsable du développement ETF sur les pays francophones chez bnp Paribas asset management. Aujourd'hui, c'est spécial ETF sur Allo La Martingale. À l'international, 2025 rimait avec tensions géopolitiques … pour le moment 2026 joue la même partition et ça commence fort avec l'intervention américaine au Vénézuela. Alors bien sûr qu'est ce que ça change pour votre argent et vos investissements ? Secteurs ou zone géographique à fuir ou au contraire à renforcer … Quels sont les meilleurs ETF pour vous là maintenant début 2026 ?Comment s'exposer aux matières premières ? Et si le dollar continuait à baisser en 2026 ?Et bien sûr, les QUESTIONS CASH !

Send us an inquiry through a text message here!Welcome to another episode of The Veterinary Roundtable! In this episode, Dr. King is joined by her husband, Richie, to dissect a recent episode of The Tucker Carlson Joe where co-founder of Dutch, Joe Spector, made a myriad of false claims surrounding veterinary professionals and the veterinary industry.Do you have a question, story, or inquiry for The Veterinary Roundtable? Send us a text from the link above, ask us on any social media platform, or email theveterinaryroundtable@gmail.com!Episodes of The Veterinary Roundtable are on all podcast services along with video form on YouTube!Timestamps00:00 Intro02:32 The First Red Flag05:30 Ethics in Capitalism06:12 Insurance Coverage for Pets08:23 Effects of Private Equity on Pet Care11:07 Hate Spewed for the Vet Industry13:42 What Private Equity Does15:32 Why Mom and Pop Clinics are Cheaper18:29 Providing Value in Vet Med19:20 Profitability Isn't Evil23:26 BLS Inflation Model Flaws26:53 Costs in Vet Med28:41 Telehealth Limitations32:00 The Main Goal35:10 Logic Holes36:49 AVMA False Scarcity38:44 Final Thoughts45:49 Outro

From U.S. Army sniper to VP of Product, Robert Henkhaus knows a thing or two about high-stakes decision-making. Today, he's a product leader at Enverus, the software platform guiding billions of dollars in global energy capital. Fresh off Enverus' acquisition by Blackstone, Robert joins us to discuss how to innovate when the pressure is on. In this episode, we cover: Why "Black Box" AI Fails: How Enverus builds trust with investment stakeholders by forcing AI to "show its work" on multi-million dollar recommendations. The Death of the Dashboard: Robert's hot take on why AI will soon make traditional charts obsolete. Surviving Acquisition: The "60-Day Horizon" strategy Robert uses to keep team velocity high amidst Private Equity uncertainty. Links LinkedIn: https://www.linkedin.com/in/robert-henkhaus/ Enverus: https://www.enverus.com/ Chapters 00:00 Intro 03:39: Product innovations at Enverus 4:03: AI in the energy sector: How Enverus is implementing AI in oil and gas operations 6:47: Progressive disclosure and using AI to improve the user experience 9:56: Product engagement scores: How Enverus tracks success metrics 15:39: How internal teams are engaging with AI at Enverus 17:53: Are dashboards dead? How AI is transforming analytics 19:36: Enverus' recent acquisition by Blackstone 28:00: Conclusion Follow LaunchPod on YouTube We have a new YouTube page (https://www.youtube.com/@LaunchPodPodcast)! Watch full episodes of our interviews with PM leaders and subscribe! What does LogRocket do? LogRocket's Galileo AI watches user sessions for you and surfaces the technical and usability issues holding back your web and mobile apps. Understand where your users are struggling by trying it for free at LogRocket.com (https://logrocket.com/signup/?pdr). Special Guest: Robert Henkhaus.

In this episode, Scott Becker breaks down five key private equity trends, including softer fundraising, uneven exit activity, the rise of mega funds, and more.

In this episode, Scott Becker breaks down five key private equity trends, including softer fundraising, uneven exit activity, the rise of mega funds, and more.

Check out host Bidemi Ologunde's new show: The Work Ethic Podcast, available on Spotify and Apple Podcasts.In this episode, host Bidemi Ologunde explores how private equity is reshaping U.S. housing—and why rising car-payment delinquencies may be the clearest sign of an economic downturn that doesn't look like one. If jobs are still plentiful, why do so many people feel financially underwater? Is Wall Street amplifying the housing squeeze in key markets? And what happens when Americans can't afford the cars they need to keep working?Email: bidemiologunde@gmail.comSupport for The Bid Picture Podcast comes from Intuit QuickBooks. If you're running a business, a side hustle, or just trying to stay on top of your money, QuickBooks helps you track income and expenses, send invoices, and see where things stand—without living in spreadsheets. It's tech that's meant to give you time back, so you can spend more of your attention on your life, not your tabs. If you're asked how you heard about QuickBooks, please mention The Bid Picture Podcast. Learn more at quickbooks.intuit.com.Support for The Bid Picture Podcast comes from Rula. If you're trying to build a healthier relationship with tech—setting boundaries, breaking burnout patterns, or feeling more present—therapy can help, and Rula makes it easier to find licensed mental health providers and meet by video on a schedule that fits your life. If you're asked how you heard about Rula, please mention The Bid Picture Podcast. Learn more at rula.com.Support for The Bid Picture Podcast comes from Black Rifle Coffee Company, a veteran-founded coffee brand roasting premium beans for people who love a strong start to the day. From bold blends to convenient ready-to-drink cans, Black Rifle Coffee keeps you fueled for whatever's ahead. If you're asked how you heard about Black Rifle Coffee Company, please mention The Bid Picture Podcast. Check them out at blackriflecoffee.com.Support the show

The extra demands involved when there are private equity owners

Today, I am pleased to welcome Ross Butler, a podcaster, strategy consultant and author and the host of Fund Shack, a leading private capital channel. Ross also advises private capital firms on their go-to-market and communications strategies and ethical policies. He has been a business journalist, Editor of Real Deals, and has won Private Equity journalist of the year three times. He was Director of Communications at Invest Europe and has worked with various listed private capital firms on their public market outreach. Our conversation today is about private capital markets. Ross shares his observations on why private markets work well, delving into their history, distinguishing economics, and unique workings. Private equity often gets a bad rap due to its perceived short-term profit focus, high-risk debt loading, and negative effect on companies and workers. But that's not the full picture of private capital. Ross shares his view of the social impact of private markets and their importance for the long-term health of the economy and society. Ross provides a practical context for the current state of private markets and explains the causes of the "indigestion", as he puts it, that is afflicting private markets. He describes some of the niche tools and unique deal structures that allow private investors and fund managers to be innovative and create value in excess of what public markets can achieve. Enjoy this instructive conversation with a leading commentator and observer of global private capital markets.

Program notes:0:40 IVF clinics and private equity1:40 Provide over 54% of all IVF cycles in U.S.2:41 Perhaps a more positive result3:30 EKGs and liver cirrhosis4:30 New diagnosis of advanced liver disease5:30 Most physicians didn't follow up6:18 Management of acute back pain7:18 Did it improve pain or disability?8:18 Four- to eight-hour-long sessions to teach8:46 Lay health worker led intervention for older adults with cancer9:46 Reviewed with advanced practice practitioners10:46 Huge benefit from modest intervention11:46 Pick up the phone and ask12:20 Modest outlay13:09 End

This week on the podcast, I'm revisiting the best episodes of 2025 - reruns that are just as relevant today as when it first aired.  Here is today's best of 2025 episode…

Unhedged is on a break over the holidays, so we wanted to share an episode from our fellow FT podcast, Behind the Money. When international private equity groups first entered Japan at the turn of the 21st century, newspapers criticised them as vulture funds and politicians steered clear of public contact. Today, it's a different story. Dozens of buyout groups have set up in the country and the establishment is courting them. The FT's Tokyo correspondent David Keohane and Tokyo bureau chief Leo Lewis explain why there's been a shift, and how private equity's presence may rejuvenate Japanese corporates.Subscribe to Behind the Money. This is a repeat of an episode published on Behind the Money, a sister podcast of Unhedged, on Nov. 26, 2025. Hosted on Acast. See acast.com/privacy for more information.

Join the brand new season of Elite Finance Podcast with Kaushik, with Greg Giordano, from Veritas Capital, one of the leading technology & services Private Equity firms in the world! The Elite Finance podcast features elite professionals & investors from the top PE, HF, VC, IB & AI firms in the world. Kaushik is the leading voice in the High Finance space, having built 3 Private Equity platforms to date, including Onefinnet, the #1 Finance platform in the world245 | Greg's Intro350 | Greg's Experience with Onefinnet500 | What does Veritas Actually Do700 | What does it Look Like to Work in Private Equity900 | Different Kinds of Private Equity Firms1100 | What Goes in Minds of Private Equity Investors1300 | Best Practices of Due Diligence for Private Equity Firms1500 | How to Overcome Large Risks in Private Equity1710 | Strategies Employed in Private Equity2000 | How does a Private Equity Deal Look Like2240 | Private Equity : How does Value Addition Work2510 | Private Equity : Kinds of Exit Strategies2845 | Promising Market Sectors for Next 5 Years3100 | Competition : How to Standout from other Private Equity Firms3350 | Deal Sourcing : How does a Deal Lands with a Firm3600 | Importance of Teams : How is a Team Formed3850 | How to Build a Skillset for Private Equity Operator4110 | Role & Impact of Technology in Private Equity4345 | Future of AI and Human Capital in Finance Industry4630 | Balancing Short-Term & Long-Term Investments 4935 | How to Standout as Candidate for Private Equity5225 | Early Careers : How to Standout as an Analyst5530 | Potential Candidate : Important Factors to Standout5850 | How does Operational Sides of Private Equity Look Like10130 | Challenges You Face in Private Equity10355 | How does MBA help in Career10700 | One Piece of Advice10845 | Ending Note

Kyle Okamoto is the Chief Technology Officer at Aethir: the leading decentralized enterprise-grade cloud computing network. With over 20 years of experience in cloud and edge computing, digital media, IoT and AI, Kyle's leadership has been pivotal in scaling growth businesses and driving technological innovation at Aethir.Before joining Aethir, Kyle served as the General Manager of Aeris Communications and Ericsson's enterprise businesses, overseeing Internet of Things, Security, and Connected Vehicle portfolio companies. He was also the Chief Executive Officer of Edge Gravity, a global edge cloud platform facilitating cloud gaming, AI, and media and entertainment applications. Kyle's extensive experience also includes his tenure as Chief Network Officer of Verizon Media and his role as a founding member of Verizon Digital Media Services, which grew to a multi-billion dollar business before its acquisition by Private Equity.In addition to his work with Aethir, Kyle is an early investor and advisor to Theta Labs, holds board positions in various technology companies and non-profit organizations, and is an active angel investor and advisor in the venture capital and private equity spaces. Kyle holds a Master of Business Administration from New York University and a Bachelor of Engineering degree from Stevens Institute of Technology.In this conversation, we discuss:- AI's growth is now gated by access to compute rather than model quality - Compute is becoming a financial asset class - AI demand continues to outpace supply - GPUs - Investors are starting to treat compute like infrastructure, not software - Financial structures are becoming essential to scaling AI infrastructure - Decentralized compute offers an alternative path during the global GPU shortage- Enterprises are moving toward multi-source compute strategies - Financing compute - The financing of compute is as important as the tech side AethirX: @AethirCloudWebsite: www.aethir.comLinkedIn: AethirKyle OkamotoLinkedIn: Kyle Okamoto---------------------------------------------------------------------------------This episode is brought to you by PrimeXBT.PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers.  PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions. Code: CRYPTONEWS50 This promotion is available for a month after activation. Click the link below: PrimeXBT x CRYPTONEWS50FollowApple PodcastsSpotifyAmazon MusicRSS FeedSee All

You don't have time to sift through endless financial content. That's why I do it for you. Get my top 5 must-read articles every week in a quick, easy-to-digest email. Sign up for my newsletter. -----  In this Talking Shop episode, I sit down with Ashby Daniels for an unscripted, behind-the-scenes conversation about investing, markets, and the behavioral mistakes that quietly derail long-term results. We move freely—from why simplicity keeps winning, to how investors misread risk, to what actually matters when markets feel noisy—without a single hot take in sight. If you've ever wondered how two investment professionals talk when there's no agenda and no sales pitch, this is it.   Listen now and learn: ► Why "beating the game" in investing rarely looks like working harder or knowing more ► How narratives—not numbers—drive most investor mistakes during market downturns ► What gets misunderstood about bonds, diversification, and "playing it safe" ► How experienced investors think differently about wealth, risk, and time   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   [04:15] – Nick Murray's Lasting Influence on Long-Term Investing and Market Thinking [05:45] – Why Investing Education Should Be Short, Simple, and Actionable [08:00] – Challenging Conventional Market Wisdom: Why Time Beats Tactics [09:45] – The Dave & Buster's Investing Lesson: How to "Beat the Game" [15:30] – Everybody Ought to Be Rich: The Power of Long-Term Stock Market Returns [18:30] – The Market Portfolio Explained: Stocks, Bonds, and Investor Distractions [21:15] – Market Corrections and Bear Markets: Why Trees Don't Grow to the Sky [24:30] – All-Stock Portfolios and Risk: When Equities Make Sense [29:45] – Investor Panic Isn't About Volatility—It's About Stories and Expectations [32:45] – Bond Investing, "Safety," and the Hidden Risk to Purchasing Power [35:45] – Private Equity, Gold, and Crypto: What Investors Get Wrong [41:30] – The $100 Million Thought Experiment: Getting Wealthy vs Staying Wealthy [46:00] – Why Timeless Investing Principles Still Win Over Time Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)     Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.

Sean Mooney curates the 2025 reading list recommended by private equity investors, operating partners, and portfolio company CEOs featured on Karma School of Business this year. The episode spans business strategy, capital allocation, leadership, happiness, mindset, and life design—through the lens of people actively building and scaling companies. From The Outsiders to Traction to unexpected personal favorites, the list reflects what serious operators are actually reading and rereading. If you're building for the long term, this one earns a spot in your queue. Episode Highlights 1:12 – Casey Myers on shifting from achievement to fulfillment with From Strength to Strength 2:53 – Steve Hunter reframes money, time, and health through Die With Zero 4:04 – Jonathan Metrick on compounding time, skills, and careers via The Algebra of Wealth 7:35 – Ran Ding explains why great CEOs are elite capital allocators in The Outsiders 11:11 – Chris Scullin on dynamic competition and adaptation from The Innovator's Dilemma 14:01 – Micah Dawson on focus, ambition, and escaping the hedonic treadmill with The One Thing 18:20 – Dan Gaspar on operational discipline and change using Traction and Who Moved My Cheese?

Setting Goals for 2026 in Pediatric Private PracticesIn this episode of The Pediatric Lounge, Dr. Bravo and Dr. Click and Clack (George and Herb), discuss the importance of setting intentional goals for pediatric private practices as they approach 2026. They cover topics such as the integration of technology, operational efficiencies, and the importance of clinical quality goals. The conversation also touches on managing practice finances, patient satisfaction, and navigating the challenges of maintaining a successful independent practice in a rapidly changing healthcare landscape. Additionally, the episode explores the emotional toll of recent societal events and the need for positive language and mindset shifts in the medical community.00:00 Introduction to The Pediatric Lounge00:27 Setting Goals for 2026 in Pediatric Practice00:43 The Multifaceted Role of Pediatricians01:26 Addressing Burnout and Intentional Goal Setting01:52 End of Year Reflections and Optimism03:55 The Importance of Setting Practice Goals05:43 Challenges in Implementing Clinical Goals06:46 Navigating New Medical Practices and Products22:23 The Impact of Private Equity and Hospital Systems31:28 Adapting to Changes in Medical Guidelines36:50 Real-Life Case: Early Diabetes Detection37:42 Challenges in Pediatric Diabetes Screening39:47 Physician Burnout and Job Satisfaction43:47 Operational Efficiencies in Medical Practice54:38 Financial and Business Goals for Pediatric Practices01:04:06 Top 10 Goals for Pediatric Practices01:08:00 Final Takeaways and New Year WishesSupport the show

Émission du 30/12/2025 présentée par Amaury de Tonquédec avec Andrea Tueni, Responsable des activités de marchés chez Saxo Banque. Dans cet épisode de Allo La Martingale, Amaury et Andrea ont exploré un exercice à part dans le paysage financier : les prévisions chocs pour 2026.Des scénarios volontairement extrêmes, peu probables (et encore …) mais à fort impact s'ils venaient à se réaliser.L'objectif n'est pas de prédire l'avenir.Mais de tester les angles morts des marchés, de questionner le consensus et de réfléchir à ce que les investisseurs sous-estiment parfois.Au fil de la discussion, nous revenons sur l'ensemble des grandes prévisions évoquées par Saxo pour 2026 :— Des ruptures technologiques majeures, capables de bouleverser les équilibres financiers établis— Des scénarios de stress sur les marchés liés à l'IA, à la cybersécurité ou aux infrastructures numériques— Des chocs macroéconomiques ou géopolitiques peu anticipés par le consensus— Les conséquences possibles pour les actions, les obligations, les cryptomonnaies, l'or et les grandes classes d'actifs— Et surtout, ce que ces hypothèses extrêmes disent de notre manière d'investir aujourd'huiUn épisode pour prendre du recul, élargir le champ des possibles et réfléchir à la robustesse de ses choix d'investissement face à l'imprévu.

Why do the ultra-wealthy ignore the traditional 60/40 portfolio? Tad Fallows, founder of a high-net-worth community, reveals that his members hold almost zero bonds and use portfolio lines of credit instead of keeping cash reserves. In this interview, he breaks down the actual asset allocation strategies used by those with $5M-$100M+ net worths, including why they prioritize private equity and real estate over public bonds. Tad also explains why whole life insurance is almost never a good investment , the difference between revocable and irrevocable trusts for estate planning , and sophisticated tax strategies for selling concentrated stock positions—like Exchange Funds and Direct Indexing—without triggering a massive tax bill. Check out the company: https://longangle.com

Das Jahr 2025 war eine Achterbahnfahrt für die Spieleindustrie. Während Branchenriesen wie EA straucheln und die "Live-Service-Blase" platzt, erleben Indie-Studios eine Renaissance der Kreativität. Doch der Schatten der KI wird länger: Ist sie das Ende menschlicher Kunst oder das ultimative Werkzeug? Wir analysieren den Einfluss von Private Equity, Chinas wachsender Macht und warum GTA 6 mehr ist als nur ein Spiel. Ein schonungsloser Jahresrückblick auf eine Branche zwischen Reboot und Resignation.

The Leveraged Buyout (LBO) is one of the most powerful and high-stakes tools in modern finance. It is the primary engine of the private equity (PE) industry, where a massive amount of debt is used to acquire a company, with the goal of restructuring it for a highly profitable exit.In this episode of Corporate Finance Explained on FinPod, we unpack the mechanics of the LBO, explore why debt is used as a management tool, and analyze the technical hurdles that separate multi-billion dollar wins from high-profile bankruptcies.The Fundamental Structure: Leverage as an EngineAn LBO is an acquisition funded by a small sliver of equity (usually 30%) and a massive layer of debt (usually 70%).The "Mortgage" Analogy: Much like buying a home with a small down payment, the PE firm uses leverage to control a much larger asset. However, in an LBO, the target company assumes the debt used for its own purchase, using its own assets as collateral. Magnifying Returns: Leverage acts as an amplifier. If a firm invests $10M in equity and the company's value grows by 50%, the return on that initial "small" equity check can skyrocket to 200% or 300% upon exit.The 4 Drivers of the LBO ModelBeyond just magnifying profit, the LBO structure forces a specific type of corporate behavior:Enhanced Equity Returns: Using "Other People's Money" (OPM) to minimize the sponsor's initial capital outlay.Disciplined Cash Flow Focus: Debt acts as a "deadline." Management is forced to ruthlessly cut waste and optimize operations to meet mandatory quarterly interest and principal payments.Strategic Flexibility: Taking a company private removes the "quarterly earnings" pressure of the public markets, allowing for long-term, painful restructurings (e.g., the Dell pivot).Multiple Expansion: The goal is to buy at a lower multiple (e.g., 6x EBITDA) and sell at a higher one (e.g., 8x EBITDA) after transforming the business into a lean, predictable machine.Success vs. Failure: Real-World Case StudiesThe Triumphs (Hilton & Dell):Hilton Hotels: Blackstone acquired Hilton in 2007, just before the financial crisis. Success came through digital transformation and a relentless focus on streamlining costs, proving that operational rigor, not just financial engineering, dictates success.Dell Technologies: Private capital allowed Michael Dell to execute a painful pivot from low-margin PCs to high-margin enterprise software without the public market "slaughtering" the stock price.The Cautionary Tale (Toys "R" Us):Took on over $5B in debt in 2005. As a low-margin, cyclical retail business, it couldn't generate enough cash to both service the debt and invest in e-commerce modernization. The debt didn't amplify success; it strangled the ability to adapt.The LBO Analytical ToolkitFinance teams stress-test deals using the LBO Model, which centers on several key technical mechanics:Debt Tranches: Modeling senior debt (low risk/cost, secured) vs. subordinated and mezzanine debt (higher risk/interest, unsecured). Cash Flow Coverage: Lenders obsess over the Debt-to-EBITDA ratio (how many years of cash flow it takes to pay off debt) and the Interest Coverage Ratio. The Exit Strategy: Success is modeled based on IRR (Internal Rate of Return), which is driven by EBITDA growth, debt pay-down, and exit multiple expansion.6 Elements of an Attractive LBO TargetStable, Predictable Cash Flow: Ideally "subscription-like" or defensive.Durable Competitive Advantage: To protect margins during the hold period.Operational Improvement Potential: A clear "fat-to-trim" or optimization thesis.Reasonable Leverage: Avoiding the "Toys R Us" trap of over-leveraging cyclical businesses.Clean Exit Strategy: A clear vision for a sale or IPO from Day 1.Realistic Assumptions: Stress-tested models that account for market downturns.

Overview:In this high-energy episode, Alex Rawlings is joined by Brad Pilcher, Partner and Co-Founder at Bonaccord Capital Partners, a leading mid-market GP Stakes investor. Brad shares his fascinating journey from aspiring concert pianist to private equity investor, and dives deep into how the private equity world is evolving — particularly around culture, capital, talent, and growth.They explore how mid-market firms can scale successfully, the five principles guiding Bonaccord's strategy, and why “professionalization” is now essential across PE — from investor relations and origination to team structuring and multi-product growth.

In this conversation, Tommy Mello interviews Johnny Conklin, founder and managing partner of 16 South Capital Partners. They discuss the importance of partnerships in business, the evolving landscape of private equity, and the role of founders in driving success. Johnny shares insights from his journey in private equity, emphasizing the need for authenticity, transparency, and a focus on non-economic goals. He explains the unique approach of 16 South Capital, which prioritizes legacy preservation and team culture over traditional leverage strategies. The conversation also touches on the misconceptions surrounding private equity and the importance of preparing for life after a sale. 00:00 The Importance of Partnerships 06:11 Navigating the Changing Landscape of B2B and B2C 09:03 The Role of Founders in Business Success 11:54 Understanding the Value of Non-Economic Goals 14:45 The Unique Approach of 16 South Capital 20:54 The Importance of Team and Culture 26:47 The Misconceptions of Private Equity 29:45 Preparing for Life After a Sale 32:50 Advice for Aspiring Business Owners 35:51 The Future of Private Equity and Business Growth

Why's it suddenly so expensive to take your dog to the vet? Here's a hint: private equity. Joe Spector on the solution. (00:00) Why Is Veterinary Care So Expensive? (02:55) The Private Equity Firms Swallowing Small Businesses (23:14) The AVMA Cartel Pushing Lobbying Politicians (27:13) The Mass Veterinarian Shortage Paid partnerships with: Masa Chips: Get 25% off with code TUCKER at https://masachips.com/tucker Battalion Metals: Shop fair-priced gold and silver. Gain clarity and confidence in your financial future at https://battalionmetals.com/tucker Last Country Supply: Real prep starts with the basics. Here's what we keep stocked: https://lastcountrysupply.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Is private equity turning firms into a 'dumpster fire'? Blake and David unpack Accounting Today's survey showing partners are upbeat while staff are sour on PE. They hit Andersen's $176M IPO, why Big Four ties to Big Tech raise independence questions, and how AI could finally kill the billable hour. Plus, what tax pros really charge in 2025 - and the wild 'Middle Finger Ranch' fraud.SponsorsOnPay - http://accountingpodcast.promo/onpay Cloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:56) - Private Equity in Accounting Firms (01:51) - Sponsor Message: OnPay Payroll Solutions (04:15) - Arthur Andersen's Legacy and IPO (07:45) - Private Equity Survey Results (21:04) - Big Four and Tech Giants (28:25) - Pricing Models for CAS Engagements (30:22) - Tax Preparers' Fees Breakdown (36:12) - Cloud Accountant Staffing (37:34) - Economic Growth and Consumer Spending (40:26) - Fraud Stories: Middle Finger Ranch and More (43:24) - PCAOB Budget Cuts and Enforcement Actions (52:29) - IRS Readiness for Tax Season (53:43) - Conclusion and Upcoming Topics  Show NotesPE in accounting firms: From 'dumpster fire' to excitementhttps://www.accountingtoday.com/news/pe-in-accounting-firms-from-dumpster-fire-to-excitement Andersen Group Shares Gain 47% After $176 Million US IPOhttps://www.bloomberg.com/news/articles/2025-12-17/andersen-group-shares-jump-34-after-176-million-us-ipo Andersen goes public, hits $2.6B valuationhttps://thefinancestory.com/andersen-group-ipo-2-6b-valuation The Big Four consulting firms are embedded in Big Tech. Here's who audits each of the Magnificent 7 companieshttps://www.businessinsider.com/big-four-accounting-audits-magnificent-seven-financial-records-2025-12 What do tax preparers charge? https://www.accountingtoday.com/news/what-do-tax-preparers-charge How much do tax professionals charge in 2025? Insights from NATP's Fee Studyhttps://www.natptax.com/news-insights/blog/how-much-do-tax-professionals-charge-in-2025-insights-from-natp-s-fee-study/ U.S. economic growth surges in third quarter to 4.3%https://www.washingtonpost.com/business/2025/12/23/gdp-economy-consumer-spending/ The US economy expanded at the fastest pace in two years as wealthier Americans kept spending https://www.cnn.com/2025/12/23/economy/us-gdp-q3 Kansas accountant diverted family funds to fictitious 'Middle Finger Ranch'https://kansasreflector.com/briefs/kansas-accountant-diverted-family-funds-to-fictitious-middle-finger-ranch/ Kansas Accountant, Who Created Fictitious 'Middle Finger Ranch' for Fraud Scheme, Sentenced to 4 Years in Jailhttps://www.cpapracticeadvisor.com/2025/12/04/kansas-accountant-who-created-fictitious-middle-finger-ranch-for-fraud-scheme-sentenced-to-4-years/174381/ PCAOB to tighten budget in 2026 https://www.accountingtoday.com/news/pcaob-to-tighten-budget-in-2026 PCAOB Approves 2026 Budget https://pcaobus.org/news-events/news-releases/news-release-detail/pcaob-approves-2026-budget Accounting Firms Must Stop Charging for Timehttps://cpatrendlines.com/2025/12/02/accounting-firms-must-stop-charging-for-time/ Dirty money gangster jailed over plot worth almost £12mhttps://www.dailyrecord.co.uk/news/scottish-news/dirty-money-gangster-jailed-over-36410033 PCAOB Sanctions CPA for Violations Related to Audit Evidence and Her Former Audit Firm for Quality Control Issueshttps://pcaobus.org/news-events/news-releases/news-release-detail/pcaob-sanctions-cpa-for-violations-related-to-audit-evidence-and-her-former-audit-firm-for-quality-control-issues Ahead of Tax Filing Season, Warren, King, 15 Senators Warn of Tax Filing Chaos After Trump Admin Attacks on IRShttps://www.warren.senate.gov/newsroom/press-releases/ahead-of-tax-filing-season-warren-king-15-senators-warn-of-tax-filing-chaos-after-trump-admin-attacks-on-irsNeed 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 Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info?&n...

Private equity is reshaping India's schools. A relaxed New Education Policy and rising demand for international curricula have opened the doors for global operators to buy up chains across the country.The promise is scale, better infrastructure, and tighter governance. But the reality looks a little different—lean budgets, shrinking salary hikes, and a growing focus on cost-cutting. And the fallout? Increasing staff attrition, decreasing academic quality, and schools trading their founder-led ethos for a standardised model.Tune in.*Disclosure: The writer comes from a family that previously owned a school acquired partially by International Schools Partnership (ISP)**This episode was originally published on September 16th 2025Daybreak is produced from the newsroom of The Ken, India's first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

Martí Perarnau y David Llorens salían todos los lunes en el Tú diràs de Jordi Basté. Yo tenía quince años y aunque el programa deportivo de RAC1 terminaba a la una de la madrugada me quedaba despierto porque ya sabía, o por lo menos intuía, que esas historias serían de más provecho que la lección de un profesor desmotivado la mañana siguiente en el instituto. «We learned more from a three-minute record than we ever learned in school». Los lunes leía también las Historias del Calcio de Enric González en El País y lo que me gustaba de todos esos periodistas es que trataran al oyente de forma adulta, que me descubrieran las más fascinantes anécdotas. Yo tendría unos quince años y justo empezaba a configurar mi visión del mundo, pero si hoy Kapital existe es gracias a personas como Martí. Aprendemos por imitación y yo solo quería un amigo con ese fino sentido del humor, que me contaran esas vivencias en una cena. Es curiosa la vida. Te haces mayor y un día recibes un mensaje. «Soy oyente de tu podcast y me gustaría mandarte un libro». Las cosas un día llegan, como llegan las cosas en la vida, cuando ya no las esperas. Las cosas llegan aunque no puedas explicarlas, si fuiste en tu camino honesto. Las cosas llegan porque un chico tomó la decisión, cuando tenía quince años, de escuchar la radio a escondidas, porque quería un amigo como Martí.Kapital es posible gracias a sus colaboradores:⁠Crescenta⁠. Invierte como imaginas.En Crescenta son especialistas en la inversión en capital privado. EQT, Cinven, Clearlake… coinvierte con los inversores institucionales más experimentados en fondos de las gestoras más reconocidas. Crescenta selecciona menos del 3% de los fondos de Private Equity que analiza, construyendo así un portfolio concentrado, diseñado para ofrecer diversificación con una única inversión. Desde 10.000 euros hasta millones, con una propuesta adaptada a todos los inversores. Private Equity Growth, Buyouts, secundarios, activos reales. Construye tu cartera con Crescenta.* Rentabilidades pasadas no implican rentabilidades futuras. Consulta riesgos y condiciones.⁠Thenomba⁠⁠. La escuela que te hará encontrar tu propósito.Thenomba es la escuela que nunca tuviste. Un viaje de 12 etapas para entender quién eres, cómo pensar, qué da sentido y cómo transformar el mundo. Cada día, en solo 20 minutos, te acompañan algunos de los mejores pensadores y creadores del ámbito hispano: de Prada, Higinio Marín, Izanami, Miguel Anxo Bastos, Recuenco y muchos más. En un formato revolucionario con videoclases, eventos, lecturas y comunidad, Thenomba cultiva la dimensión más olvidada de nuestra época: la cultural y espiritual. Una propuesta para quienes quieren dejar de ejecutar y empezar a crear. Descubre donde la IA jamás podrá llegar en thenomba.com.Si quieres formar parte de la primera promoción, utiliza el código KAPITAL para llevarte un 10% de descuento. Las clases ya han empezado, puedes unirte hoy.Patrocina Kapital. Toda la información en este link.Índice:0:32 La trefilería de los Perarnau.6:15 Periodista gracias al Golfo.12:39 Fosbury y la invención de la colchoneta.22:50 Moscú 1980.36:38 Bendita juventud desafiando a Videla.43:42 La emoción está en la escasez.52:32 Breve historia táctica del fútbol.1:04:44 ¿Se juega hoy distinto?1:12:21 Petrosian, Kasparov y Guardiola.1:21:55 La enfermiza obsesión de los grandes campeones.1:32:07 Sísifo empuja la piedra.1:45:50 «Ama tu oficio, tu vocación, tu estrella».1:53:33 Se juega como se vive.Apuntes:El fútbol y su filosofía. Martí Perarnau.La evolución táctica del fútbol 1863 - 1945. Martí Perarnau.Herr Pep. Martí Perarnau.La metamorfosis. Martí Perarnau.Dios salve a Pep. Martí Perarnau.El mundo de ayer. Stefan Zweig.El arte de la guerra. Tsun Zu.De la guerra. Carl von Clausewitz.Medalla d'Honor del Parlament. Josep Guardiola.Suficiente. John Bogle.Algunas reflexiones acerca del mundo real de uno que echó un vistazo y se marchó. Bill Watterson.

The Disrupted team is welcoming the new year by choosing a couple of the episodes we loved from 2025. We have so many favorites that we couldn't reair all of them, but these are some of the ones that we wanted to listen back to. This week, host Khalilah-Brown Dean chose our interview with journalist and author Megan Greenwell. Megan Greenwell's book, Bad Company: Private Equity and the Death of the American Dream, tells the story of four people whose lives were upended by private equity. This hour, we learn about the business of private equity, and how companies that many people don't understand play a big role in our lives. GUEST: Megan Greenwell: Freelance journalist and author of Bad Company: Private Equity and the Death of the American Dream. This episode originally aired on June 27, 2025.See omnystudio.com/listener for privacy information.

Nick talks to business strategist and author David Kenny, who shares insights from his recently published book, Epic Execution.  The conversation delves into the critical importance of execution over strategy in business, highlighting common mistakes entrepreneurs make during the transition from startup to scale-up, and both stresss the need for clarity and focus on the right customer, as well as the significance of understanding the reality of customer problems KEY TAKEAWAYS Many businesses struggle not because of a flawed strategy but due to poor execution. It's essential to prioritise the quality of execution to achieve desired outcomes. Founders often fail to validate their product-market fit by not thoroughly understanding the actual problems faced by their customers. Engaging deeply with customers can prevent building products that are not useful. Businesses should concentrate on a specific customer segment rather than trying to cater to multiple audiences. This clarity helps in developing a product that truly meets the needs of the target market. The RADAR model emphasises the importance of starting with reality, aligning assumptions, deriving insights, making informed decisions, executing effectively, and recalibrating based on feedback BEST MOMENTS "What founders often get confused about is really what should they build because they haven't really done enough validation or reality check." "The things that you do at the beginning, the early stages of a business can often scale as you fail." "If you can explain what it is that their cost is, everyone talks, it's easy to explain what a price is, but it's quite another thing to explain the cost." "If you're selling me a product and you don't know my reality, you're gonna miss." VALUABLE RESOURCES To get your copy of Nick's new book, go to http://bit.ly/4ngC2hO Exit Your Business For Millions - Download This Guide: https://go.highvalueexit.com/opt-in 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/

When international private equity groups first entered Japan at the turn of the 21st century, newspapers criticised them as vulture funds and politicians steered clear of public contact. Today, it's a different story. Dozens of buyout groups have set up in the country and the establishment is courting them. The FT's Tokyo correspondent David Keohane and Tokyo bureau chief Leo Lewis explain why there's been a shift, and how private equity's presence may rejuvenate Japanese corporates. Clips from TohoThe FT does not use generative AI to voice its podcasts.This is a repeat of an episode published on Behind The Money, a sister podcast of FT News Briefing, on November 26, 2025. Follow Behind the Money on Acast, Apple Podcasts, Pocket Casts or Spotify. Hosted on Acast. See acast.com/privacy for more information.

Joel Dolisy, CTO at WellSky, joins the podcast to reveal why organizational design is the ultimate "operating system" for scaling tech companies. This conversation is a deep dive into how engineering leaders must adapt their strategies when moving between the hyper growth of Venture Capital and the disciplined profitability of Private Equity.Building a high performing team is about much more than just hiring. Joel explains the necessity of maximizing the "multiplier effect" where the collective output far exceeds the sum of individual parts. We explore the pragmatic reality of digital transformation, the "art" of timing disruptive technology adoption like Generative AI, and how to use the Three Horizons framework to keep your core business stable while chasing the next big innovation. Whether you are leading a team of ten or an organization of hundreds, these insights on design principles and leadership context are essential for navigating the complexities of modern software delivery.Core InsightsShifting the perspective of software from a cost center to a core growth enabler is the fundamental requirement for any company aiming to be a true innovator.Private Equity environments require a specialized leadership approach because the "hold period" clock dictates when to prioritize aggressive growth versus EBITDA margin acceleration.Scaling successfully requires a "skeleton" of design principles, such as maintaining team sizes around eight people to ensure optimal communication flow and minimize overhead.The most critical role of a senior leader is providing constant context to the engineering org, ensuring teams understand the "why" behind shifting constraints as the company matures.Timestamped Highlights01:12 Defining the broad remit of a CTO from infrastructure and security to the unusual addition of UX.04:44 Treating your organizational structure as a living operating system that must be upgraded as you grow.10:07 Why innovation must include internal efficiency gains to free up resources for new revenue streams.15:01 Navigating the massive waves of disruption from the internet to mobile and now large language models.23:11 The tactical differences in funding engineering efforts during a five to seven year Private Equity hold period.28:57 Applying Team Topologies to create clear responsibilities across platform, feature, and enablement teams.Words to Lead By"You are trying to optimize what a set of people can do together to create bigger and greater things than the sum of the individual parts there".Expert Tactics for Tech LeadersWhen evaluating new technology like AI, Joel suggests looking at the "adoption curve compression". Unlike the mid nineties when businesses had a decade to figure out the internet, the window to integrate modern disruptors is shrinking. Leaders should use the Three Horizons framework to move dollars from the core business (Horizon 1) to speculative innovation (Horizon 3) without making knee jerk reactions based solely on hype.Join the ConversationIf you found these insights on organizational design helpful, please subscribe to the show on your favorite platform and share this episode with a fellow engineering leader. You can also connect with Joel Dolisy on LinkedIn to keep up with his latest thoughts on healthcare technology and leadership.

Émission du 23/12/2025 présentée par Amaury de Tonquédec avec Maxime (Amixem) Chabroud, Créateur de contenus et Valentin Demé, Entrepreneur et PDG de Cube. L'un fait partie des créateurs francophones les plus populaires. Vous êtes plus de 10 millions à le suivre. Il a créé de véritables business autour de son audience. L'autre est un entrepreneur qui se sert de la création de contenu pour développer ses entreprises. Dans un sens comme dans l'autre, être à l'aise avec la création de contenus et ses rouages, que ce soit devant ou derrière la caméra est un véritable effet de levier. Alors aujourd'hui on vous propose une master class pour vous y investir à fond en 2026. Au programme : Comment capter une audience ? Comment s'exposer à la creator economy ? Quel avenir pour ce secteur ? Comment utiliser la création de contenu pour développer son business ? Comment monétiser son audience ?Si MrBeast entre en bourse, faut-il investir ?Les vidéos les plus couteuses font-elles le plus de vues ?L'IA menace-t-elle les créateurs de contenus ?Comment s'y mettre en 2026 ? Et les questions CASH ! PS : pour les entrepreneurs qui veulent rejoindre et postuler pour cube c'est sur www.lecube.io

Mike Magliochetti, Operating Partner at Riverside Partners and former multi-time PE-backed CEO, explains how operating partners create real value by bridging deal teams and portfolio company leadership. Drawing from three decades as an operator and his book Dancing Between the Toes of Elephants, Mike shares how trust, pattern recognition, and execution discipline shape better outcomes across diligence, governance, and growth. He also addresses deal fever, founder dynamics, and why serving outcomes—not egos—matters most. This conversation offers a clear-eyed view of modern private equity value creation—worth every minute.Get Mike's Book at https://www.amazon.com/Dancing-Between-Toes-Elephants-Experience/dp/1964421136For more information on Riverside Partners, go to https://riversidepartners.com/For more information on Mike Magliochetti, https://www.linkedin.com/in/michael-magliochetti-9905371For more information on the podcast, visit bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.Visit us on LinkedIn at https://www.linkedin.com/company/best-but-never-final-podcast/Visit us on Instagram at https://www.instagram.com/bestbutneverfinal/For information on HCI Equity Partners, go to https://www.hciequity.comFor information on ICV Partners, go to https://www.icvpartners.comFor information on BluWave, go to https://www.bluwave.net

In this conversation, Richard Lewis and Adam Hanover, founders of Redwood Services, discuss their unique approach to private equity in the home services industry. They emphasize the importance of partnerships, culture, and a long-term investment strategy that prioritizes the growth and success of local businesses. The discussion covers their backgrounds, the philosophy behind their 'build to hold' strategy, and the significance of operational excellence and leadership in achieving sustainable growth. They also address the perception of private equity and the role of technology in enhancing business operations. 00:00 Introduction to Redwood Services and Its Founders 06:01 Adam Hanover's Background and Investment Philosophy 08:57 The Build to Hold Strategy in Private Equity 11:46 Partnerships and the Importance of Culture 14:56 Revenue Streams and Operational Excellence 20:55 Identifying Ideal Partner Companies 23:47 Economies of Scale vs. Local Management 32:47 Marketing and Customer Retention Strategies 38:57 Lessons Learned and Advice for New Entrepreneurs 42:08 The Role of Technology in Home Services 44:46 The Perception of Private Equity

Moderator: Jesse Wolfe, DPM, FACFAS Panelists: Alexandra Grulke, DPM, FACFAS

Want a quick estimate of how much your business is worth? With our free valuation calculator, answer a few questions about your business, and you'll get an immediate estimate of the value of your business. You might be surprised by how much you can get for it: https://flippa.com/exit -- Are you running your business, or is it running you? In this episode, we sit down with Alexis Sikorsky, co-founder of Nightscale, who reveals the brutal truth about the "Grind" and the specific strategies he used to exit his banking software company for a massive multiple. If you are a founder stuck at the $5M–$10M revenue plateau, this episode is a masterclass in cashing out. Alexis breaks down the "$50 Million Mistake", a calculation of the money and time he lost by not knowing the secrets of Private Equity earlier, and how you can avoid it. What You'll Learn: The "Fish and Chip" Trap: How Private Equity firms lure founders with high valuations only to chip away at the price during due diligence—and how to stop them. Nominal EBITDA vs. EBITDA: The financial metric that matters more than your bottom line. Learn how "dressing the bride" and identifying add-backs can instantly increase your valuation. The Magic Number: Why a $40M valuation is the specific target for a lifestyle where you never have to touch your capital again. The Due Diligence Reverse Card: How to investigate a PE firm by calling the founders they don't want you to talk to. Escaping the Operator Trap: Why you need to fire yourself from day-to-day operations to make your company sellable. -- Alexis Sikorsky is a seasoned entrepreneur, strategic advisor, and #1 international best-selling author who helps founders and SMEs scale with confidence, make smarter strategic decisions, and prepare for long-term growth and successful exits. Over his career, he has founded, scaled, and led multiple companies, including building and selling a software business to private equity in a nine-figure transaction. He is the founder of Sikorsky Consulting Ltd. and a co-founder of KnightScale Partners, where he works closely with founders as a true operator partner, providing experienced, founder-to-founder guidance on scaling, leadership, and value creation. Holding an EMBA from Oxford University, Alexis blends real-world entrepreneurial experience with strategic insight to help business owners future-proof their companies and navigate critical inflection points. Website - https://www.knightscalepartners.com/ LinkedIn - https://www.linkedin.com/in/alexis-sikorsky-consulting/ -- Time Stamps: (01:11) Surviving the 2008 crash: Losing 75% of revenue overnight. (03:46) The "Unbelievable" Offer: Selling for 11x EBITDA based on a future plan. (06:00) Calculating the $50 Million / 5-Year Mistake. (08:59) When is the right time to sell? (The mathematics of the exit). (14:00) Red Flags: Detecting the "Fish and Chip" strategy. (20:30) How to boost valuation using Nominal EBITDA and non-recurring costs. (27:30) Why you should do M&A earlier than you think. -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

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  Wall Street is running the same con—just with new packaging. As private equity investors demand their money back, fund managers are taking once-illiquid investments public, only to watch them crater far below their so-called “net asset value.” From BlueRock to FS Specialty Lending, the numbers don't lie—investors were sold fantasy valuations to keep the music playing.At the same time, the SEC is quietly dismantling the few guardrails meant to protect everyday investors, scrapping the Global Research Analyst Settlement and reopening the door for analysts and investment bankers to collude like it's the dot-com bubble all over again. Former regulators now admit what many warned about years ago: Wall Street research was never about truth—it was marketing.This is a hard warning to individual investors: don't be the greater fool in a rigged game of musical chairs. Do your homework, question valuations, and remember—on Wall Street, you're not the client, you're the product.

For decades, wealth management was defined by proximity.Advisors, Families, relationships built on continuity. The industry scaled slowly because wealth is personal, and stewardship doesn't lend itself easily to industrial logic.That assumption is now breaking.Over the past five years, the Registered Investment Advisor (RIA) industry has entered what has been described as a golden era of deal-making—one driven not by product innovation, but by ownership change. Wealth management is being scaled, with Private Equity-backed equity “roll-ups”.In the latest Investology episode, we're discussing the intricacies and implications of this industry trend with Andrew D. Mirolli, CEPA, the co-founder of BuyAUM.com - Growth Partner for RIA Buyers & Sellers.Enjoy the episode on every podcast platform or YouTube.About Andrew At buyAUM.com, I help Registered Investment Advisors (RIAs) scale their practices and safeguard their legacies.For growth-focused firms, I provide access to curated acquisition opportunities tailored to strategic goals. For advisors exploring succession, I offer guidance and connections to ensure their clients and life's work are placed in trusted hands.With nearly a decade of experience supporting advisors nationwide, I understand that every practice carries a legacy worth preserving. That's why we take a personal, relationship-driven approach, helping both buyers and sellers find the right fit for their future.Link: https://www.linkedin.com/in/andrew-d-mirolli-cepa%C2%AE-7a304259/About the Investlogy podcast:Investology is a podcast dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors.Listen on podcast platforms, or watch on YouTube.An episode produced by Orama (orama.tv):Accelerate sales to the financial industry with content that builds trust and drives pipeline with sales-driven video strategies.About the Host:George Aliferis, CAIA, is the founder of Orama. Before that, he spent over a decade structuring, marketing and selling complex financial products to institutional clients in Europe and Asia.LinkedIn: https://www.linkedin.com/in/george-aliferis-60078312/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Galen Clavio opens the show with a handful of Indiana football news items as the Hoosiers await their Rose Bowl / CFP quarterfinal opponent — including the wild scene at Memorial Stadium's rally towel distribution, reflections on Fernando Mendoza's Heisman win, and why keeping coordinator continuity (including Mike Shanahan's extension and Bryant Haines on defense) matters for sustaining IU as a national power. Then Galen is joined by former On3 reporter Andy Wittry for a wide-ranging conversation about the college football landscape: Utah's groundbreaking private-capital partnership and what it could mean for athletic departments nationally, the Big 12's reported pursuit of private capital, the growing financial squeeze (including high-profile student-fee debates), and how the CFP is evolving amid ongoing political pressure from major brands like Notre Dame.

The Big 12 Conference's new private equity partnership with Weatherford Capital has raised some interesting questions about the league's long-term future — including conference expansion.Heartland College Sports' Pete Mundo explains how two brothers serving as managing partners at Weatherford Capital have deep institutional ties to both South Florida (USF) and Florida State, which has sparked speculation: Could the Big 12 and USF eventually strike a deal?Privacy & Opt-Out: https://redcircle.com/privacy

In this episode, Holly Buckley, Chair of Healthcare at McGuireWoods LLP, shares insights on the J.P. Morgan Healthcare Conference, goal setting in a changing market, and what she is watching across healthcare and private equity. She also previews the upcoming McGuireWoods Healthcare Private Equity Conference and discusses priorities shaping dealmaking in the year ahead.

In this special edition of the Inside Line podcast, Jeff Brines interviews Sam Nicols, the former CEO of YT Industries from 2021 to 2024, exploring his journey from a career at Amazon to leading a prominent bike company during tumultuous times. He reflects on his experiences as CEO of YT Industries, discussing the challenges faced in the bike industry, particularly around demand fluctuations, inventory management, and the impact of cash flow on business decisions.00:00 Introduction to Sam Nicols and YT Industries01:49 Sam's Background and Career Path09:28 Challenges of Stepping into YT During the Pandemic11:35 Navigating Supply Chain Issues and Customer Care16:01 The Private Equity Interest and Acquisition Process23:45 Aligning Goals with Private Equity30:15 Understanding the Risks of Private Equity34:11 The Impact of Market Conditions on YT's Valuation37:05 Transitioning to In-House Assembly49:43 Demand Fluctuations and Market Realities50:21 Navigating Demand Fluctuations54:08 Strategic Decisions Amidst Overstocks01:00:05 The Impact of Cash Flow on Business Decisions01:03:43 Cost Management Challenges in the Bike Industry01:10:08 Marketing Strategies: Balancing Brand and Performance01:17:48 The Role of Data in Business Operations01:25:12 Leadership Dynamics and Company Culture01:30:12 Reflections on Competition and Industry Evolution

Pat Forde of Sports Illustrated joins Bomani Jones. First, they discuss the College Football Playoff committee and the mistakes they have made along the way. Later, they break down Notre Dame's decision to skip a bowl game and whether or not they will attempt to disrupt college football's postseason structure. Finally, they react to Lane Kiffin sending his LSU staff back to Ole Miss to coach in the College Football Playoff and to Utah's decision to get into bed with private equity money. Learn more about your ad choices. Visit megaphone.fm/adchoices

Call us and leave a voicemail at 631-377-4869 It's a So You Wanna Talk to Samson Wednesday! We start things off with a question about Utah athletics and its new partnership with private equity. Here we go! (13:00) Paramount made another bid for Warner Bros. This is getting ugly. How high will Paramount go? What will Netflix do? (21:00) What is going on with the Astros? The team just sold its minor league teams to Diamond Holdings! What does this mean? (28:00) The White Sox won the draft lottery! The Rockies, the worst team in baseball, was ineligible for the lottery! (35:00) Why are the Marlins grievances not finished yet? What is baseball waiting for? (41:00) Chris Paul bobblehead nigh was canceled. (46:00) Will a new Rays ballpark be done by the start of the 2029 season? No. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In episode 1977, Jack and guest co-host Andrew Ti are joined by comedian and host of I Said No Gifts!, Bridger Winegar, to discuss… Oh No Way... Katie Miller Is Also A Lying Piece of Sh*t? Las Vegas Getting Taken Over By Private Equity, Liam Neeson And Pam Anderson Are No More…, Capitalism Doesn’t Want You To Poop and more! Katie Miller’s Excuse for Free Military House Falls Apart in Damning Police Report Las Vegas Getting Taken Over By Private Equity Las Vegas casinos see gaming revenue surge despite summer tourism slump How to make yourself poop regularly in the morning before going to work 1 in 3 Gen Z workers too scared to use office bathroom, study reveals ‘It’s okay to poo at work’: new health campaign highlights a common source of anxiety The Corporate War on What Constitutes an Employee Poop Break Bathroom break at work? Swiss court upholds watchmaker’s rule to do it on your own time Man claims he was fired from stone works job after sharing a meme of Elmo pooping on 'company time' - before later admitting that he quit because of 'bad blood' and offensive texts from his boss New sloped toilet designed to reduce time workers spend in the bathroom Managers Are Literally Obsessed With Their Employees’ Bathroom Breaks LISTEN: Yes I Do by Leon Knight & DE'WAYNESee omnystudio.com/listener for privacy information.

Call us and leave a voicemail at 631-377-4869 It's a So You Wanna Talk to Samson Wednesday! We start things off with a question about Utah athletics and its new partnership with private equity. Here we go! (13:00) Paramount made another bid for Warner Bros. This is getting ugly. How high will Paramount go? What will Netflix do? (21:00) What is going on with the Astros? The team just sold its minor league teams to Diamond Holdings! What does this mean? (28:00) The White Sox won the draft lottery! The Rockies, the worst team in baseball, was ineligible for the lottery! (35:00) Why are the Marlins grievances not finished yet? What is baseball waiting for? (41:00) Chris Paul bobblehead nigh was canceled. (46:00) Will a new Rays ballpark be done by the start of the 2029 season? No. Learn more about your ad choices. Visit podcastchoices.com/adchoices