Podcasts about Private equity

"We've got a real problem. And no easy fix."Accounting InfluencersWith Rob BrownThe accounting profession is undergoing a seismic shift—and not all of it bodes well for those who value independence, innovation, or client service. In this episode of Accounting Influencers, veteran tech strategist Randy Johnston, shareholder at K2 Enterprises, reveals the hard truths behind the changing operational and technological landscape of accounting firms. MORE Accounting Influencers with Rob Brown Johnston, who has advised thousands of firms across four decades, shares what he's hearing behind closed doors at events like AICPA ENGAGE. From AI hysteria to private equity overreach, the most alarming trend is clear: “We're seeing the erosion of what made accounting firms trusted advisors in the first place.”According to Johnston, the most disturbing trend is the hollowing out of accounting technology products. As private equity and public companies consolidate the market, product quality is dropping, support is slower, and innovation is stagnating.

In this episode, Trace Blackmore welcomes back Tom Hutchison, Chairman of the Board, HOH Water Technology, to reflect on what it really takes to step out of day-to-day leadership—and do it well. As a multi-decade leader in water treatment, Tom shares the personal, professional, and organizational insights that shaped his transition from CEO to chairman and what it means to lead a business into its next generation.  From early succession conversations to the unspoken anxieties of staff, Hutch offers a rare look behind the curtain of legacy-building in industrial water treatment. And as private equity plays a growing role in the industry, Tom unpacks the very real choices facing owners and teams alike—with clarity and compassion. Navigating Leadership Through Change  Tom begins by describing the decision to shift from day-to-day leadership to a board-level role. He reflects on the emotional weight of that process and the internal work required to detach his identity from his title. Rather than clinging to authority, he outlines the importance of trust and letting emerging leaders find their voice—even when it means they'll make different decisions.  He also highlights the human cost of poor planning. “Death,” as Tom puts it bluntly, “is not a strategy.” Waiting too long or failing to mentor successors doesn't just disrupt the business—it risks unraveling everything you've built. Succession Planning and Cultural Continuity  Trace and Tom dive into the mechanics of succession planning—not just from an ownership perspective, but a cultural one. Tom explains how HOH built an internal environment where values weren't just posted on the wall but deeply lived. This foundation allowed the company to navigate major transitions, including its eventual move into private equity, without losing its identity.  He also warns about the consequences of delayed planning. Waiting too long, he says, puts the business, its people, and its principles at risk.    Preparing for Private Equity—Without Losing Yourself  One of the most practical parts of the conversation centers on HOH's private equity journey. Tom shares how they vetted buyers not just for financial capacity, but for cultural alignment. He outlines how his team clarified their mission and values before the deal, which ultimately helped preserve their vision after the transition.  Rather than resist change, HOH treated the shift as an opportunity to reinforce their core—while expanding their reach.   The Long Arc of Legacy  Tom closes with a powerful meditation on leadership legacy. He explains that real legacy isn't about being remembered—it's about ensuring the business can thrive without you. He challenges listeners to think beyond titles, financial outcomes, or even strategy, and focus on the enduring impact of culture, mentorship, and examples.  Trace echoes this with a reminder that great leaders not only lead—they leave well. If you're leading a team, planning your exit, or preparing the next generation of leadership, this episode is a must-listen.  To take this conversation further, download the Discussion Guide located in the Connect with the Guest section of the show notes. Stay engaged, keep learning, and continue scaling up your knowledge!   Timestamps  02:46 – Opening the episode, Trace reflects on the concept of the “butterfly line”—that uncomfortable but powerful moment right before growth happens  07:10 – Water You Know with James McDonald  09:08 – Upcoming Events for Water Treatment Professionals 11:49– Guest Intro: Tom “Hutch” Hutchison Returns  12:35 – Stepping Down in 2020: How the Pandemic Helped  17:17 – Private Equity's Growing Role in Water Treatment  20:04 – The 5 Ownership Transition Paths 36:01 – Your Company is an Asset, not just a Job  42:00 – A New Mission: To Encourage and Inspire    Quotes  “The longer you put it off, the fewer options you have. And probably, the more unsettled your employees might be.”  “You don't have to suffer for the first time alone. If someone's already done it, learn from them and do it better.”  “Business is both a job and an asset. If you only treat it as a job, you're leaving value on the table.”  “I think I'm still figuring it out—but in this next season, I want to encourage and inspire.”  “You can start at step five if someone else already figured out the first four—just polish it and give it back.”    Connect with Tom Hutchison  Phone: +18474367403  Email: hutch@hohwatertechnology.com  Website: HOH Water Technology - Water Treatment Solutions  LinkedIn: https://www.linkedin.com/in/thomasfhutchison/   Click HERE to Download Episode's Discussion Guide    Guest Resources Mentioned  Alexander Hamilton by Ron Chernow  Halftime: Moving from Success to Significance by Bob P. Buford  Harry Potter Paperback Box Set (Books 1-7) by J.K. Rowling  King: A Life by Jonathan Eig  Strong and Weak: Embracing a Life of Love, Risk and True Flourishing by Andy Crouch   The Ideal Team Player: How to Recognize and Cultivate The Three Essential Virtues (J-B Lencioni Series) by Patrick M. Lencioni  The Lord of the Rings: 50th Anniversary, One Vol. Edition by J.R.R. Tolkien  The Little Liar: A Novel by Mitch Albom    Scaling UP! H2O Resources Mentioned  AWT (Association of Water Technologies)  Scaling UP! H2O Academy video courses  Submit a Show Idea  The Rising Tide Mastermind  166 The One Where We Celebrate Halloween   325 Rising Together: Conquering Challenges through Collective Support 127 The One With Tom Hutchison   Water You Know with James McDonald  Question: What is defined as the acid-absorbing property of water?    2025 Events for Water Professionals  Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE.   

Send us a textIn this episode, private equity experts share some of the most surprising and counterintuitive lessons they've learned throughout their careers. From the importance of people and leadership to the power of physical proximity during acquisitions, discover how these lessons shaped their investment strategies. They also delve into the challenges posed by unexpected market shifts, including the impact of the pandemic on multifamily markets and the rapid rise of interest rates. Additionally, they discuss the importance of understanding industries before investing and the hard realities of direct investing, especially when family offices are involved.

In this episode of the FT Adviser podcast Amy Austin looks at the evolving landscape of private equity consolidation in the financial advice industry. She chats to independent strategic adviser Tony Spain and CEO of Woven Advice Nicky Sevel, who tell her PE firms are now more focused on adding value through efficiency and vertical integration due to the rising valuations and interest rates. Hosted on Acast. See acast.com/privacy for more information.

Megan Greenwell's new 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 was produced with help from interns Coco Cooley and Isaac Moss Disrupted is available as a podcast on Apple Podcasts, Amazon Music, Spotify, TuneIn, Listen Notes, or wherever you get your podcasts. Subscribe and never miss an episode.See omnystudio.com/listener for privacy information.

Il Private Growth Equity è una asset class relativamente nuova ed emergente, complice unaserie di fattori, tra cui la maggiore maturità delle aziende che scelgono di fare una IPO.Questo concetto è meno famigliare rispetto al Private Equity e al Venture Capital, assai piùconosciuti da chi si occupa di startup e idee innovative. Abbiamo approfondito il tema conSilvia Conti, country head per l'Italia di Baillie Gifford.

Nick looks at the transformative potential of generative AI for business and entrepreneurship, sharing his personal journey of integrating AI tools into his own business practices, and emphasising the importance of leveraging AI to enhance productivity and streamline operations rather than simply replacing human roles. KEY TAKEAWAYS Generative AI is seen as a significant opportunity for entrepreneurs to fuel business growth by removing friction, enhancing productivity, and allowing for faster execution without sacrificing quality. Business owners should view AI through the lens of leverage, understanding that it is not just about replacing human roles but about enhancing capabilities and streamlining processes. Generative AI can be utilised in various areas such as strategic thinking, content creation, operational efficiency, deal flow, and exit readiness, with specific tools like ChatGPT, Claude, Jasper, and Notion AI being highlighted for their effectiveness. Entrepreneurs are encouraged to create a personal AI toolkit by mastering a few key tools, automating heavy tasks, and designating an AI operator within their team to facilitate the integration of AI into their workflows. BEST MOMENTS "Generative AI is the biggest thing that I've seen certainly in over a decade of building and scaling businesses." "AI isn't really just about replacing people, it's about removing friction."  "AI drafts the work, but you remain the editor-in-chief."  "There's a missed opportunity if you don't lean into creating a personal brand using these tools." 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/

Join Corey Quinn alongside Raj Ramanan, CEO of Herringbone Digital, and Jason Hennessey, Founder of Hennessey Digital, as they unpack the recent acquisition that marks a major shift in the agency world. They discuss how niche specialization, strategic alignment, and a client-first mindset fueled Hennessey Digital's growth, plus what comes next under Herringbone Digital's leadership. From the inside story of the acquisition to the evolving role of private equity in agency scaling, this episode explores the principles, people, and playbooks behind one of the most strategic moves in digital marketing. Episode Highlights: Beyond the Sale — Why the Hennessey Digital acquisition was built on partnership, not just profit. Client-First Growth — How prioritizing relationships over revenue leads to long-term success. Verticalization = Value — Why narrowing your focus creates stronger client outcomes. Private Equity, Public Wins — How smart capital and aligned incentives fuel sustainable growth. Leadership in Transition — What it takes to guide a team through big changes with clarity and trust. Authenticity Over Optics — The traits Jason and Raj look for in agency founders and partners. Profitability as a Strategy — Why getting lean before scaling up is a winning move. Culture is a Multiplier — How internal values drive external performance. The Power of Personal Brand — How Jason built Hennessey Digital's reputation from the ground up. Acquisition is Just the Start — What this deal signals for the future of specialized agencies. The resources mentioned in this episode are: Check out Hennessey Digital: https://hennessey.com Check out Herringbone Digital: https://www.herringbonedigital.com Visit Jason's website: https://www.jasonhennessey.com Connect with Jason on LinkedIn: https://www.linkedin.com/in/jhennessey Connect with Raj on LinkedIn: https://www.linkedin.com/in/rtramanan Listen to Ep 85 with Jason Hennessey - Building a $20M Agency Through SEO Specialization: https://www.coreyquinn.com/podcasts/the-deep-specialization-podcast/episodes/2148933224 Escape the generalist trap with my best-selling book “Anyone, Not Everyone” and discover how to become the go-to agency in a vertical market https://www.AnyoneNotEveryone.com

In this episode of The Scott Show, Scott sits down with Acquire.com founder and CEO Andrew Gazdecki to explore the fast-growing world of micro acquisitions. From his early Twitter rise to landing the premium domain Acquire.com, Andrew shares how he built a breakout marketplace where anyone—from side hustlers to solopreneurs—can buy or sell profitable businesses with ease. Scott and Andrew dive into the future of entrepreneurship in a post-AI economy, where owning digital assets like newsletters, SaaS products, or niche content brands may be the new path to self-employment. They break down how Acquire.com works, why niche is the new scale, and how the platform unlocks liquidity for founders who might otherwise have no path to exit. Plus, Andrew shares his brand-building playbook: bootstrapped growth, the art of founder-led marketing, and how a he bought an entire category for $200K. What You'll Learn: - Why micro acquisitions are the future of entrepreneurship - How Acquire.com is changing the game for bootstrapped founders - The power of premium domains and founder-led branding - Why the “dream” phase of a startup often beats early revenue - What solopreneurs should build, buy, or sell in a post-AI world Support the show by creating a free account at Kingscrowd.com. Follow Andrew on Twitter @agazdecki Follow Scott on IG/Twitter @Kitun

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereWhat's the real reason your business—or your wealth plan—isn't worth as much as you think?Whether you're planning to sell your business in Canada or just want to build lasting wealth, most owners overlook the systems that quietly drive long-term value. If your plan is chaotic, unclear, or overly dependent on you, you're not building freedom—you're just building another job.In this episode, you'll discover:Why "you can't sell chaos" and how that applies to your personal wealth journey.The four essential phases every Canadian business owner must master to prepare for sale or financial independence.How to give every dollar in your business two jobs—so you build assets while staying tax-efficient.Press play now to rethink how you're building value—inside your business and beyond.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Building long-term wealth in Canada requires more than just smart investment—it demands a clear financial vision, optimized systems, and a comprehensive Canadian wealth plan. Whether you're preparing for a business sale or strategizing your early retirement, aligning personal finance with corporate wealth planning is essential. Key areas like RRSP optimization, salary vs dividends Canada, and capital gains strategy can unlock significant business owner tax savings. By leveraging financial buckets and passive income planning through real estate investing Canada or corporation investment strategies, Canadian entrepreneurs can create scalable, tax-efficient investing systems. From personal vs corporate tax planning to estate planning Canada, each decision impacts your path toward financial independence Canada. The goal isn't just financial freedom—it's generationReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Private equity has quietly been gutting major sectors of the American economy, from healthcare, to housing, retail, our news media, and more. The industry is a multi trillion-dollar powerhouse that ultimately shapes all of our lives. Journalist Megan Greenwell has been covering the rise of Private Equity, and her new book reveals how private equity takeovers have disrupted industries, eroded job security, and undermined essential services across our country. Megan joined me to dig into the rise of private equity, how and why it has  infiltrated every aspect of American life, and what average people can do about it. ***** Buy a subscription to my Tech and Online Culture newsletter, User Magazine to support my work!!!!

(00:00-17:47) Hello Libby Jack. Cape Cod or Lake of the Ozarks? Tales from The Cape. Little House on the Prairie. Turf jockeys. Pay what you can breakfasts. Chris Zimmerman and Steve Chapman from the Blues on today unveiling the new Blues sweaters. Iggy wore white to the Plow Wedding. Always check in with Rusty Pecker before life decisions. We're just looking for quality starts.(17:55-37:34) Series off to a good start against the Cubs. Great start from LIberatore. Four homerun mash-up. They're not happy with Martin's camera on the YouTube stream. Audio of Oli Marmol on the offensive approach last night. Attendance still not great last night. Burly's TMA bump. Throwed rolls.(37:43-48:28) Always winter in his nostrils. Contreras raking against the Cubs since joining the Cardinals. Never too many catchers. Occam's Razor, Doug. Audio of Lars Nootbaar talking about mindset playing the Cubs. Big Dumper with See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

 On April 24, I joined the Spotlight On podcast for a conversation about the future of private equity. Naturally, we talked about the game-changing promise of generative AI, but I also sounded a note of caution. While we've seen remarkable enthusiasm and activity in deal sourcing operations and portfolio management, what we haven't yet seen is the kind of deep impact that many are talking about and predicting. There's progress along many fronts but no silver bullet in sight just yet.What you're about to hear is a lightly edited excerpt of our conversation, in which I offer my latest thinking on how to navigate this experimental phase, including how we're using generative AI here at Bain. I'd like to thank my host, Nick Barton of the Barton Partnership, for such a thought-provoking exchange.

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As they adapt to shifting investor expectations and a changing deal flow, many private capital firms are returning to fundamentals, focusing on risk management and value creation. They are also prioritizing enhanced exit planning and geographical diversification, with Europe becoming a focal point for many PE firms. This is happening at a time when consolidation among various stakeholders is reshaping the industry and providing new avenues for risk management and investment opportunities. In this episode of Risk in Context, Marsh's Emily Almond, Oliver Wyman's John Romeo, and Mercer's Tamsin Coleman discuss some of the top risks that private equity firms should be aware of and share strategies for addressing them effectively. You can access a transcript of the episode here. For more insights and insurance and risk management solutions, follow Marsh on LinkedIn and X and visit marsh.com.

YOUR MONEY IS UNDER SIEGE RIGHT NOWThe system is rigged. Private equity vultures are bleeding your kids' sports funds dry. The Fed is holding rates hostage because of Trump's tariff chaos. And while you're getting crushed at the gas pump, your savings are sitting there doing nothing.This isn't some distant economic theory - this is happening to YOUR wallet TODAY.In this episode, I'm tearing apart the four brutal ways your money is being attacked from every angle. We're talking 5% savings rates that won't last, Fed games that keep your debt expensive, and how Wall Street sharks turned Little League into a profit machine. Plus, why we might already be in World War III and nobody's talking about it.Here's the raw truth: Everyone's exploiting your psychological blind spots - status quo bias, FOMO, anchoring - to separate you from your cash. But once you see the trap, you can escape it.NO SUGAR-COATING. NO CORPORATE SPEAK. JUST FACTS.Your emergency fund strategy changes NOW. Your debt approach needs an overhaul. Your kids' sports budget requires hard lines. Because groceries, gas, and everything else is about to get more expensive.The light at the end of the tunnel? We're not seeing it until we get through this summer. Maybe longer if this geopolitical nightmare escalates.WATCH THE FULL BREAKDOWN: https://youtu.be/4BUHCBTcZBsWant to stop getting financially steamrolled? Get your financial foundation bulletproof with our Power Hour intensive: https://www.blackmammoth.com/powerhourMore resources: blackmammoth.comTime to get real about your money. The clock is ticking.Welcome to the No BS Wealth Podcast with Stoy Hall, your candid guide to financial clarity. In our third year, we're spicing things up by enhancing community ties and bringing you straight, no-fluff financial insights. Connect with us on NoBSWealthPodcast.com, and follow Stoy on social media for the latest episodes and expert discussions. Tune in, join the conversation, and transform your financial journey with us—no BS!As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

Immer mehr Pflegeheime gehen pleite. Doch die private Alloheim-Gruppe kauft Seniorenheime auf, investiert Millionen in die Modernisierung der Heime und will in den nächsten Jahren 30 Neubauten stemmen. Internationale Investoren machen es möglich. Von Matthias Holland-Letz www.deutschlandfunkkultur.de, Feature

Send us your thoughtsIn this insightful episode of the CFO 4.0 Podcast, host Hannah Munro is joined by Richard Sanders, Founder and Managing Partner at Sullivan Street Partners, for a no-holds-barred session of myth-busting in the world of private equity. This episode offers practical wisdom, experienced insights, and a refreshingly candid take on what it really means to lead in a PE-backed business. Tune in to explore:Why growth and profit aren't mutually exclusive in private equity strategyThe real expectations around budgeting and how to balance ambition with achievabilityWhat kinds of mistakes are toleratedHow equity structures work, and why understanding “good leaver vs bad leaver” clauses is essentialWhether industry experience or private equity background matters more for CFO rolesHow values, trust, and transparency drive performance in today's private equity landscapeLinks mentioned: Richard's LinkedinLearn more about Sullivan Street Partners Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

In this episode, Alex Rawlings is joined by Henry Ward, CEO and Co-Founder of Carta, to explore the evolving landscape of private equity and venture capital through the lens of software, operations, and professionalization. Henry shares his journey building Carta into a multi-billion-dollar software business and how it's transforming the infrastructure of private markets.Henry dives into why private equity must evolve from its legacy of financial engineering to an operational value-add model—and how the next generation of firms is doing just that. He also unpacks Carta's roadmap for building cloud-native tools for PE firms, including fund accounting, cap tables, waterfalls, and LP portals. Plus, he explains the two-speed mentality of balancing venture-style growth with private equity-level rigor—and what he's learned along the way.

Hugh MacArthur is the Chairman of Bain & Company's Global Private Equity Practice, which he helped found more than thirty years ago. Hugh's consulting team works on around 5,000 investment opportunities every year and comprises the largest practice area at Bain. He also hosts the “Dry Powder” podcast, my favorite in the private equity space.   Our conversation covers Bain's work in private equity across due diligence, sourcing, value added support, and strategy for both GP and LP organizations. We then discuss findings from Bain's latest Global Private Equity Report, including data on the slowdown in deal activity, liquidity bottleneck, private wealth inflows, carveouts, AI, and competitive positioning. We close with Hugh's perspective on the winners and losers of the next era, and the strategies GPs and LPs need to pursue to come out on the right side of a changing industry.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Ever wonder what it takes to leave a "dream job" in high finance managing billions to build something from scratch? What do you learn at the highest levels of investing that can be applied to solving messy, real-world problems? This episode is a masterclass in exactly that. Meet Daniel Shonrom. After a 13-year career at institutions like Michael Dell's family office and a $73B hedge fund, he walked away to fix one of the most broken parts of healthcare. He founded Exceptional, a fast-growing software company that is making waves by solving problems most founders would never even see. In this deep-dive conversation, Meny Hoffman sits down with Daniel to uncover his playbook for finding true product-market fit, building an elite team of "drivers," and applying the principles of high-stakes investing to the world of startups. You'll discover:

Send us a textIn this long-awaited episode of The Wall Street Skinny, we're breaking down Real Estate Private Equity with Lauren Hochfelder, Managing Director and Co-CEO of Morgan Stanley Real Estate Investing. If you've ever wondered what real estate investing looks like at the institutional level—beyond flipping houses or buying rental properties—this is your 101 primer. We cover everything from the structure of closed-end and open-ended funds to how real estate portfolios are modeled, valued, and financed. Lauren walks us through the different strategies institutional investors deploy—from building multifamily and senior housing developments to capitalizing on mega trends like e-commerce and onshoring—and explains why real estate is such a powerful combination of income, appreciation, and inflation protection.We also dive into the nuances that make this asset class unique. Real estate is both macro and hyper-local, driven by long-term demographic shifts and on-the-ground intel from developers and market specialists. Lauren explains how Morgan Stanley's team sources and sizes deals, the types of capital they deploy, how risk is priced, and why leverage—when used responsibly—is such a core feature of real estate investing. We also discuss how the career path differs from traditional private equity, what backgrounds are valued in the industry, and how this corner of the investing world offers a surprisingly diverse and dynamic mix of personalities and perspectives.For anyone curious about commercial real estate trends, we cover everything from the evolving role of the office post-COVID to how lease structures and regional supply chains affect asset valuations. Lauren also addresses the shift away from private equity firms buying up single-family homes, how purpose-built rental communities are gaining traction, and why she believes housing affordability is one of the defining issues of our time. Whether you're a student, young professional, or investor looking to understand a foundational but often overlooked part of the market, this is a conversation you won't want to miss.Before we get into it, we also touch on a few big finance headlines from the week: the Fed's decision to hold rates steady, Millennium's $14 billion valuation and what it means to buy into a pod shop, and the record-breaking $10 billion sale of a majority stake in the LA Lakers. From hedge fund structures to sports investing comps, we offer a quick download on the stories that caught our attention—and set the stage for deeper dives in future episodes.Our Investment Banking and Private Equity Foundations course is LIVEnow with our M&A course included! Shop our LIBRARY of Self Paced Online Courses HEREJoin the Fixed Income Sales and Trading waitlist HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Sports Geek Rapid Rundown is a daily sports business podcast curated by Sports Geek Reads. We publish it on Sports Geek twice per week. In this episode: Explore how $500 million private equity initiatives are reshaping college athletics after NCAA settlement, while streaming platforms capture nearly 45% of TV viewership. Plus, discover how NIL opportunities are dramatically impacting NBA draft entries and why digital piracy costs Serie A over $345 million annually - all curated by Sports Geek Reads. Subscribe at https://sportsgeekhq.com/rapidrundown.

State legislatures around United States have passed or are on track to pass legislation that requires parties to submit notice to the state attorney general or other state authority when certain transactions result in a material change in ownership. Why are states passing these laws and how are they affecting regulatory review of transactions? Axinn partner Lisl Dunlop joins hosts Alicia Downey and Rubin Waranch to discuss the expansion of state "mini-HSR laws" in detail. Listen to this episode to learn more about the ins and outs of the notice requirements and their interaction with the U.S. federal merger control regime. With special guest: Lisl Dunlop, Partner, Axinn, Veltrop & Harkrider LLP Related Links: Uniform Law Commission, Uniform Antitrust Pre-Merger Notification Act Hosted by: Alicia Downey, Downey Law LLC and Rubin Waranch, Cooley LLP

Send us a textIn this episode, we explore global private equity dynamics—from geopolitical risks in Europe to high-potential tech opportunities and operational efficiencies in Asia and beyond. Our guests dive into undervalued European tech assets, cross-border investment strategies, and how software, AI, and cybersecurity are transforming private companies. We also break down the CAT framework: Cybersecurity, AI, and Talent—and how they impact valuations and portfolio performance. Finally, we discuss digital fundraising, tokenization, and how digitization is reducing costs and unlocking liquidity for smaller businesses worldwide.Whether you're investing in tech, real estate, or global markets, this episode is packed with timely insights and actionable strategies.

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

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

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

Philip welcomes journalist/author Megan Greenwell to discuss her book Bad Company: Private Equity and the Death of the American Dream. In their conversation, they explore how private equity has effected almost every facet of American industry and what have been the implications of the financialization of whole economies. The Drop – The segment of the show where Philip and his guest share tasty morsels of intellectual goodness and creative musings. Philip's Drop: Killers of The Dream – Lillian Smith (https://wwnorton.com/books/Killers-of-the-Dream/) Megan's Drop: There is No Place for Us – Bryan Goldstone (https://www.penguinrandomhouse.com/books/645871/there-is-no-place-for-us-by-brian-goldstone/)

Topics:Pre-LOI: How Independent Sponsors Win DealsLOI Execution: Structure, Risks, MistakesGood vs. Bad Post-LOI DiligenceWhat Attracts and Repels Capital...and so much more.Top TakeawaysRollover is your edge against strategics. Strategic buyers often can't offer it. Independent sponsors can—that's your edge. Typical range is 10–40%, and when structured well, the second bite can be worth more than the first. It aligns incentives, keeps sellers engaged, and shows you're building with them instead of just buying them out.An LOI isn't a victory if it's not fundable. Signing an LOI with mispriced risk, unrealistic earnouts, or soft terms might feel like a win, but it's not fundable. Capital partners will walk, and worse, re-cutting terms after signing can fracture trust with the seller. John's advice: pressure-test your LOI with capital providers before it reaches the seller's desk. Call out red flags early—or risk killing the deal later. Strong diligence starts with a clear timeline, experienced advisors, and structured checkpoints to raise red flags before they become roadblocks. John warns that bad diligence often means avoiding tough conversations about risk. If you're not surfacing problems early, you're setting yourself up for failure post-LOI.Stay exit-ready from day one post-close. Even if you're planning to hold for five years, act like you'll sell in two. That means clean financials, documented systems, and clear growth metrics. You never know when the perfect buyer will come knocking. The sponsors who are prepared are the ones who cash in early.Choose advisors who know the IS model, not just deals in general. John shares that many first-time independent sponsors make the mistake of hiring advisors who don't understand the nuances of independent sponsor deals, like capital stack structuring or running a capital raise alongside diligence. Look for professionals who have worked on multiple independent sponsor transactions and understand the pressure points before and after the LOI.About John KoeppelJohn Koeppel is a Partner at Lippes Mathias, where he leads the firm's Private Equity and Independent Sponsor practice. With 25+ years of experience, John has structured and closed 250+ deals ranging from $5M to $250M+. His work has earned recognition from Best Lawyers in America, Chambers USA, and Super Lawyers.About Lippes MathiasLippes Mathias is a full-service law firm that advises independent sponsors, family offices, and institutional investors throughout the full lifecycle of a transaction—from LOI to exit. Known for its deep transactional experience and business-first mindset, the firm is a trusted legal partner to dealmakers across the lower middle market and beyond.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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