Podcasts about private equity group

The Lawyer Stories Podcast Episode 221 features April Miller Boise, EVP, Chief Legal Officer (Corporate Affairs, Policy, Integrity, Trade & Legal) at Intel Corporation. April shares her story growing up in the Detroit area and having had the opportunity to intern with Saturn for two summers and then General Motors legal staff.  April has a love for the automotive industry and for all things manufacturing, (and even before receiving her JD she worked in manufacturing).  Her experiences from GM, to Honeywell, and to Ford shaped her interest in business law and ultimately capital markets and M&A. April spent time in private practice on Wall Street and later moved back to the Midwest; there, she joined a law firm, where she started the Private Equity Group and became Partner, Managing Partner, and a member of the Executive Committee. In 2011, after 15+ years of private practice, April moved in-house to a GC role in manufacturing, and has never looked back. Intel is a global technology company with an iconic brand, known for being one of the world's largest semiconductor companies and the only company that researches, designs, and manufactures leading node semiconductors in America. April has the breadth of experience and skills necessary to lead the team forward.   

Costco change on muffins… Boeing laying off more workers… Foot Locker closing more stores… Albertsons / Kroger merger off… Safeway closing in San Fran… Walgreens selling to Private Equity Group?... Syrian prisoner from USA found on streets / Not the one we thought… www.shopblazemedia.com Promo code: BLAZE10 Subscribe to Blaze TV www.blazetv.com/jeffy Email: Chewingthefat@theblaze.com Google top 2024 searches… Yellowstone finale this week… Blue Bloods finale this week... Who Died Today: Rocky Colavito 91… Why Juan Soto chose the Mets? Belichick to North Carolina… Christmas Light extravaganza… Joke of The Day… Learn more about your ad choices. Visit megaphone.fm/adchoices

Watch the video version on YouTube. Coming out of the pandemic. Fiscal and monetary stimulus provided support for fundraising deals and exit activity within the private equity market. Even as fiscal stimulus has waned and the Federal Reserve has tightened policy. Better than expected economic activity and earnings have supported recent performance. For investors looking to supplement their public equity allocations, private equity can help enhance portfolio returns, as it has done for multiple decades and provide exposure to rapidly growing companies at the forefront of key market trends and themes. That being said, private equity does have the drawback of lower liquidity, and higher interest may pose a threat to future returns. For today's episode, Dr. David Kelly is joined by Stephen Catherwood, Co-head of our Private Equity Group with over 20 years of experience on the team. They dive deeper into the current balance of risks and opportunities in the private equity market.

Juliane Hoss spent 3 years in Bain & Company's Johannesburg, South Africa office working in the Private Equity Group and on large transformation projects.Today, she joins us to provide an insider look at how Bain conducts case interviews. Throughout the case, she switches between her "interviewer" and "coach" hat to give the candidate feedback after each step.Book a 1:1 coaching session with Juliane. Not a client yet? Consider Black Belt, our most popular case prep program.Relevant LinksMore info on Palm Tree careersGet unstuck in your case interview prep with a Black Belt membershipVideo replay of this case interviewConnect With Management Consulted Follow Management Consulted on LinkedIn, Instagram, and TikTok for the latest updates and industry insights. Schedule a free 15min consultation with a member of the Management Consulted team. Join an upcoming live event - case interviews demos, expert panels, and more. Email our team (team@managementconsulted.com) with any questions or feedback.

Do you think your business is worth millions of dollars? You're going to want to tune in to this episode as Dave and John have a great interview with Greg DeSimone of Catapult Advisory Group. We're talking all things private equity. If you think your business is worth a fortune, tune in to find out if you have any REAL value…or if you're just going to end up closing the doors and walking away with nothing, like most contractors. Join us to hear more! What you'll hear in this episode:   The importance of having W-2 employees in private equity investments Importance of aligning your “why” with your business Finding your purpose after selling your business Having a strategic plan in place to maximize business value and financial security Building a business with transferability in mind Importance of reputation and scalability Private equity firms investing in reliable businesses with great cash flow, streamlining processes The need for companies to comply with legal regulations Accurate financial statements showing trends over time Holy trinity of valuation: growing a business, profitable bottom line, proper processes Importance of EBITDA (Earnings before interest, taxes, depreciation, amortization) Business franchise model Coaching and masterminds for business owners and entrepreneurs   Resources Set up a FREE strategy call with Dave and get a few tips on how you can improve your business:  https://davesullivan.as.me/free-strategy-call Interested in learning more about our 1-on-1 coaching, our mastermind groups, or our fractional professional services? Email me at dave@theroofercoach.com. or send me a text at (510) 612-1450. No Plan? No problem. Download our FREE 1-Page Business Plan For Roofing Contractors https://theroofershow.com/plan. Vetted Sponsors Of The Roofer Show Have RUBY answer your phones and tee up the sale by leaving a great first impression. Use this link to get up to $150 off your first month's service: http://get.ruby.com/theroofercoach. Automate your Follow-Up and close more sales with PROLINE. Get started for FREE at https://useproline.com/. Use promo code “Dave50” for $50 off your first month's service! Connect with Greg DiSimone LinkedIN Catapult Advisory Group  

Welcome back to the Alt Goes Mainstream podcast.On today's show, we welcome a senior member of the team at the world's 3rd largest alternatives manager. Tyler Jayroe is a MD and Portfolio Manager in the Private Equity Group at J.P. Morgan Asset Management, which manages over $2.4 trillion of assets on behalf of a diverse group of global institutions and individual investors. Tyler's team, the Private Equity Group, has a 40 year history of investing across private markets, covering the alternative investment spectrum and investing over $42B of capital. Tyler helps spearhead a team that invests into funds, co-investments, and secondaries across private equity, growth equity, and venture fund strategies.Tyler and I had a fascinating conversation about how an industry behemoth allocates capital across funds and strategies. We discussed:What they look for when investing into funds.Why middle market private equity is an area they have focused on.The opportunity for secondaries in the current market.The differences between a first time investor and a first time fund manager.What a scalable and replicable process really means when it comes to evaluating fund managers.Thanks Tyler for coming on the podcast to share your deep experience in private markets. Hope you enjoy.Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 for a fund prospectus. You can also visit us at www.jpmorganfunds.com. Investors should carefully consider the investment objectives and risks as well as charges and expenses of the mutual fund before investing. The prospectus contains this and other information about the mutual fund. Read the prospectus carefully before investing.This document is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purpose. Any examples used are generic, hypothetical and for illustration purposes only. Prior to making any investment or financial decisions, an investor should seek individualized advice from personal financial, legal, tax and other professionals that take into account all of the particular facts and circumstances of an investor's own situation.Risk SummaryThe following considerations, which summarize some, but not all, of the risks of an investment in the representative strategy, should be carefully evaluated.General Investment RisksThere is no assurance that the investments held by the Fund will be profitable, that there will be proceeds from such investments available for distribution to Shareholders or that the Fund will achieve its investment objective. An investment in the Fund is speculative and involves a high degree of risk. Fund performance may be volatile and a Shareholder could incur a total or substantial loss of its investment. There can be no assurance that projected or targeted returns for the Fund will be achieved.Financial Market DevelopmentsVolatile conditions in the capital markets may cause limitations on the ability of companies in which the Portfolio Funds will invest to obtain capital, or subject such companies to higher costs of capital for financing. This lack of available credit could impede upon the ability of such companies to complete investments and higher costs of capital could reduce the returns of the Fund or Portfolio Funds. Changes in interest rates may adversely affect the investments held by the Fund. Changes in the general level of interest rates can affect the value of the Fund's investments. Interest rates are highly sensitive to many factors, including governmental, monetary and tax policies, domestic and international economic and political considerations, fiscal deficits, trade surpluses or deficits, regulatory requirements and other factors beyond the control of the Fund and the companies in which the Portfolio Funds invest. Although it is expected that the Fund's borrowings, if any, will be short-term in nature, the companies in which the Portfolio Funds invest may finance a significant portion of their activities with both fixed and floating rate debt. By financing the acquisition and development of an investment with floating rate debt, such companies and Portfolio Funds, and indirectly the Fund, will bear the risk that in the event of rising interest rates and a lack of concomitant growth in income, or any increase in underwriting standards that might limit the availability of credit, it could become difficult for such companies and Portfolio Funds to obtain refinancing. In such a case, a company or Portfolio Funds could be forced to take actions that might be disadvantageous at the time in question, such as refinancing on unfavorable terms or selling an asset. Any rise in interest rates may also significantly increase the interest expense of the companies in which the Fund and Portfolio Funds invest, causing losses and/or the inability to service debt levels. If a company in which a Portfolio Funds invests cannot generate adequate cash flow to meet debt obligations, the Fund may suffer a partial or total loss of capital invested in the Portfolio Funds. Given current market conditions following a historically low interest rate environment, risks associated with rising interest rates are heightened.Closed-End Fund Structure; Liquidity Limited to Periodic Repurchases of SharesThe Fund is designed primarily for long-term investors. An investment in the Fund, unlike an investment in a traditional listed closed-end fund, should be considered illiquid. The Shares are appropriate only for investors who are comfortable with investment in less liquid or illiquid portfolio investments within an illiquid fund. An investment in the Shares is not suitable for investors who need access to the money they invest. Unlike open-end funds (commonly known as mutual funds), which generally permit redemptions on a daily basis, the Shares will not be redeemable at a Shareholder's option. Unlike stocks of listed closed-end funds, the Shares are not listed, and are not expected to be listed, for trading on any securities exchange, and the Fund does not expect any secondary market to develop for the Shares in the foreseeable future. The Fund's private market investments will be illiquid and typically cannot be transferred or redeemed for a substantial period of time. The Shares are designed for long-term investors, and the Fund should not be treated as a trading vehicle.Repurchase of Shares RiskAlthough the Board may, in its sole discretion, cause the Fund to offer to repurchase outstanding Shares at their net asset value and the Adviser intends to recommend that, in normal market circumstances, the Board conducts quarterly repurchase offers of no more than 5% of the Fund's net assets. Shares are considerably less liquid than shares of funds that trade on a stock exchange or shares of open-end registered investment companies. It is possible that the Fund may be unable to repurchase all of the Shares that a Shareholder tenders due to the illiquidity of the Fund investments or if the Shareholders request the Fund to repurchase more Shares than the Fund is then offering to repurchase. In addition, substantial requests for the Fund to repurchase Shares could require the Fund to liquidate certain of its investments more rapidly than otherwise desirable in order to raise cash to fund the repurchases and achieve a market position appropriately reflecting a smaller asset base. This could have a material ad...

Patti welcomes Tim King, Senior Vice President at John Hancock Investments, into the studio to discuss the intricacies of selling a business. Tim has a Certified Exit Planning Advisor designation, and he shares his expertise with Patti as they discuss the nuances of successfully putting your business up for sale and getting top dollar. There are actions that can derail a sale, and there are specific steps to take in advance of the decision to sell, which can set a business owner up for success. Whether you are a business owner looking to sell your business or looking to pass your company on to a family member, Patti and Tim break down the best ways to do so.

I'm thrilled to share with you the highlights of my recent podcast episode where I had an enlightening conversation with Matt, an expert in e-commerce and a fractional CFO. We delved into the world of e-commerce, discussing how to increase profits while reducing stress. Here are some key takeaways:The Journey to Becoming a Fractional CFO: Matt shared his inspiring journey from being a CFO for a private equity group to becoming a fractional CFO for e-commerce businesses. His decision to prioritize family over long commutes is a testament to his values.Financial Transformation: Matt's strategic decisions led to a significant improvement in his company's net income. His love for accounting and finance played a crucial role in this transformation.The Power of Adaptation: Matt's success can be attributed to his ability to adapt his value proposition to meet customer needs. He also benefited from being an early player in the fractional CFO industry.Common Business Mistakes: Matt shared some common mistakes businesses make, such as over-hiring and restocking slow-moving SKUs. His advice? Hire slowly and prune the bottom 10% of SKUs every quarter.The Importance of Slow Growth: Matt emphasized the importance of slow and restrained growth. Scaling too fast can lead to problems like drop leads and mass churn.Personal Insights: Matt revealed his passion for MMA, specifically Brazilian Jiu-Jitsu and kickboxing. He also shared his blue-collar background and his vision for the future.The Challenges of Being a Fractional CFO: Matt discussed the challenges he faces as a fractional CFO for multiple businesses, including stabilizing lead generation and building a strong client success team.I hope these insights spark your curiosity and inspire you to listen to the full podcast episode. Matt's journey and expertise offer valuable lessons for anyone involved in e-commerce or considering a career as a fractional CFO.Next Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

Enet is the wholesale broadband provider which emerged from the government's regional connectivity programme. It now provides internet services to the likes of Sky and Vodafone and works alongside the National Broadband initiative with what are known as Metropolitan Area Networks. Now it's been bought by a US private equity group. Speaking to Joe this morning on the show was John Gilvarry the COO of Enet .

Tune in for today's industry updates.

In this episode of the Million Dollar Mastermind podcast, Host Larry Weidel is joined by Eric J. Gall, Founder, Business Broker, and M&A Advisor at Edison Business Advisors. In their discussion, they delve into their personal experiences and share their strategies for achieving success in the cutthroat business world. Eric passionately emphasizes the crucial role of self-promotion, recounting how it helped him scale his business to a whopping $4 million in sales. Their practical advice is a valuable resource for small business owners striving to excel in their industry, especially when dealing with parties that may pose a threat to the progress of their business.

 We are excited to introduce Romie Boyd, a partner at Sequoia, which has an exceptional reputation for its investments from seed to IPO and beyond. Sequoia has an impressive portfolio, having partnered with prominent companies such as Airbnb, DoorDash, HubSpot, 23andMe, and more. Having previously worked with Bain Capital's Private Equity Group in Boston, Romie shares insights on transitioning from Private Equity to Growth Equity, team dynamics at Sequoia, the impact of AI on personal and investor levels, thematic sourcing, and the art of building strong founder relationships.Episode Chapters: College Soccer to Venture Capital - 0:55Joining Sequoia - 3:10Private Equity to Growth Equity - 6:20Founder Traits and Deal Teams - 8:00Culture - 10:40Advancements in AI - 13:30Generative AI Impacting VC Tech Stack - 16:55Data Analytics & Business Intelligence - 20:25Sourcing and Thesis Building - 21:45Ending Questions - 25:05As always, feel free to contact us at partnerpathpodcast@gmail.com. We would love to hear ideas for content, guests, and overall feedback. Show Notes Generative AI Article

To set the scene for our four-episode arc on deglobalization, we hear from Ron Bloom, Vice Chair in Brookfield's Private Equity Group, and Matt Hutton, Managing Director in Brookfield's Infrastructure Group. They break out the big picture, trends and opportunities in this area, including energy and supply chain resilience, transport infrastructure and bringing critical manufacturing back onshore. Please read this disclaimer (https://www.brookfield.com/podcast-disclaimer) before listening.

In this episode, we're joined by Greg Nodland and Michael Ferkovic, CEO and Vice President of Business Development, respectively, at Ridgemont Equity Partners' portfolio company Sunvera Group, a management services organization providing management and administrative solutions to ophthalmology practices across multiple subspecialties. Jeffrey Fickes, Co-Leader of the Private Equity Group, hosts the discussion.

Mike Byrne is AEW's Chief Investment Officer and Head of Private Equity and Private Debt in North America. He has been with AEW since 2003, and today is responsible for overseeing all of AEW's commingled funds, separate accounts and direct investments in North America. In this capacity he is responsible for the strategic direction and oversight of the Firm's portfolio management, acquisitions, capital markets and asset management functions in addition to managerial responsibility of the Private Equity Group resources. Mr. Byrne also serves on AEW's Investment Committee, Risk Management Committee and Governance Committee in North America, and he is a member of AEW's Global Investment Committee. Prior to joining AEW, he was a member of the real estate team at the Pension Reserve Investment Management Board (“Mass PRIM”), where he managed the pension fund's real estate and timber portfolios. Prior to that he worked at Citigroup in the real estate investment banking group. Mr. Byrne is a member of the Urban Land Institute (U.L.I.) and NAREIM, and a graduate of Dartmouth College.Our conversation with Mike begins with his graduation from Dartmouth, where he captained the men's hockey team, and entered the workforce at Salomon Smith Barney (Citigroup) as an investment banking analyst in the Real Estate & Lodging Group. With his first day in the real estate group falling on 9/11, Mike shares with us how this made for a strange start to a career. Amidst the ensuing capital markets turmoil, Mike then returned to his local roots and joined Mass PRIM as an analyst supporting the pension plan's real estate and timber allocation strategies. We discuss how this gave Mike a unique perspective and foundation for the balance of his career, all of which has been spent in the real estate investment management business with AEW which he joined almost 20 years ago in 2003.The bulk of our discussion centers around the tremendous growth and success of AEW over the years. Mike's passion for AEW shines through as he shares with us observations on company culture, operating partner selection, the firm's innovative menu of investment strategies, investing through cycles and AEW's current outlook on the market from Mike's perspective as CIO.This was a terrific look into AEW, one of the world's largest real estate investment managers with almost $100 billion of assets under management, 830 employees in 18 offices across the globe, and over 800 institutional clients. Mike Byrne is one of the market's most prominent and respected investment management professionals, and this episode makes it clear why. We look forward to having Mike and his teammates back to Good Dirt as we know we've just scratched the surface.For more information on AEW please visit https://www.aew.com/*** As mentioned in the episode intro, the Bisnow Boston Healthcare Real Estate Summit will be held on Weds, May 24th. Jennifer Wong from AEW, Kyle O'Connor from MLL Capital and Brian Carlisle from Celera Properties will participate in a panel moderated by Good Dirt co-host Mike Greeley of Newmark's Healthcare Capital Markets team and NE Medical-Academic Practice Group. For more info: https://www.bisnow.com/events/boston/healthcare/boston-healthcare-real-estate-summit-7823***Please rate, review and subscribe to Good Dirt and share with your friends! Mike Greeley Michael.greeley@nmrk.com

Brock VandenBerg founded TaliMar Financial in 2008, a leading hard money lender for residential and commercial real estate transactions. His career began in 2001 with KeyBank's Private Equity Group, funding $200M+ in mezzanine debt and joint venture equity. He also supervised the dissolution of banks and sold over $500M in loan assets for the FDIC.   [00:01 - 03:25] Opening Segment  [03:26 - 14:56] Real Estate Investing and Hard Money Lending [14:57 - 19:37] Legacy Round [19:38 - 26:25] Slice of Knowledge       CONNECT WITH US:   Ike Ekeh   Instagram: @ikeekeh_   Website: www.rubiconcre.com   Email: ike@rubiconcre.com   Twitter: @ikeekeh   LinkedIn: Ike Ekeh   Dre Evans   Instagram: @drmultifamily   Linkedin: Dre Evans   Twitter: @drmultifamily   Email: thatsmypropertyinv@gmail.com   Website: www.drmultifamily.com   Grab your copy of That's My Property on Amazon   San Diego Real Estate Investor Meetup Group   Chi Nguyen   LinkedIn: Chi Nguyen   Email: chi@7einvestments.com     FIND US ON:   Apple Podcast   Spotify   Libsyn   Amazon Music Audible   I Heart Radio   Multifamily by the Slice Podcast   Podchaser      Tweetable Quote   “When you're working with a hard money lender, you want to first understand what it is that they're landing on. Because, again, if they're brokering the loan out to somebody else, which is fine, but understand that that process might not be as smooth as working with somebody who may have direct access to capital.”- Brock VandenBerg --- Send in a voice message: https://podcasters.spotify.com/pod/show/dreikechi/message

Brock VandenBerg founded TaliMar Financial in 2008, a leading hard money lender for residential and commercial real estate transactions. His career began in 2001 with KeyBank's Private Equity Group, funding $200M+ in mezzanine debt and joint venture equity. He also supervised the dissolution of banks and sold over $500M in loan assets for the FDIC.   [00:01 - 03:25] Opening Segment  [03:26 - 14:56] Real Estate Investing and Hard Money Lending [14:57 - 19:37] Legacy Round [19:38 - 26:25] Slice of Knowledge       CONNECT WITH US:   Ike Ekeh   ⁠Instagram⁠: @ikeekeh_   ⁠Website⁠:⁠ www.rubiconcre.com⁠   Email: ike@rubiconcre.com   ⁠Twitter⁠: @ikeekeh   ⁠LinkedIn⁠: Ike Ekeh   Dre Evans   ⁠Instagram⁠: @drmultifamily   ⁠Linkedin⁠: Dre Evans   ⁠Twitter⁠: @drmultifamily   ⁠Email⁠: thatsmypropertyinv@gmail.com   ⁠Website⁠:⁠ www.drmultifamily.com⁠   Grab your copy of That's My Property on⁠ Amazon⁠   ⁠San Diego Real Estate Investor Meetup Group⁠   Chi Nguyen   ⁠LinkedIn⁠: Chi Nguyen   Email: chi@7einvestments.com     FIND US ON:   ⁠Apple Podcast⁠   ⁠Spotify⁠   ⁠Libsyn⁠   ⁠Amazon Music Audible⁠   ⁠I Heart Radio⁠   ⁠Multifamily by the Slice Podcast⁠   ⁠Podchaser⁠      Tweetable Quote   “When you're working with a hard money lender, you want to first understand what it is that they're landing on. Because, again, if they're brokering the loan out to somebody else, which is fine, but understand that that process might not be as smooth as working with somebody who may have direct access to capital.”- Brock VandenBerg --- Send in a voice message: https://podcasters.spotify.com/pod/show/dreikechi/message

Tom O'Rourke is a Partner at BayPine. Previously, he was a Principal at Bain Capital, which he joined in 2008 and where he was a member of the North American Private Equity team. Most recently, he worked in the Consumer and Business Services verticals, where he was a member of the senior leadership team and evaluated and executed investments across a broad spectrum of industries, including auto services, consumer health, retail, and travel & leisure. Prior to that, he worked in the Healthcare vertical, spanning opportunities across the healthcare ecosystem. Mr. O'Rourke began his career at Goldman Sachs as an analyst in the Private Equity Group covering a variety of industries across primary, secondary, and direct investments. Mr. O'Rourke serves on the Boards of Penn Foster and Mavis. He holds an AB from Princeton University and an MBA from Harvard Business School.

Jim Edmunds worked in business development for a retailer before graduating from business school. He holds an MBA from Stanford Graduate School of Business and an A.B. from Harvard. In 2004, he worked for a search fund with someone he had worked with on Wall Street after business school. Eventually, they bought a portrait studio business in the Midwest. A guy named Rich Kelly, who was the lead investor in his deal during the Lehman Brothers recession, asked him to join search fund partners in 2008. Since then, he has been working at SearchFund Partners. Search Fund Partners is a small private equity fund that invests exclusively in traditional search fund entrepreneurs. In the past 15 years, Jim has served on the boards of 15 or 20 companies, and has worked with awesome entrepreneurs and built some pretty exciting companies. Podcast Highlights: Jim talks about how the search fund model world looked in 2018 when he was starting his career. His explanation of why the model differs now from what it was a few years ago is insightful. There was a time when CEOs were not required to have a Ph.D. in computer science to run a company. He describes how their company differs from other search funds. With a traditional search fund model, an entrepreneur has an opportunity to earn up to 25% if it's a single search of the upside and 30% if it's a pair. The search fund business is pretty steady as it goes. Your survival is independent of getting a big new sale or making huge decisions. The main thing they are looking for is a great product that could benefit from a little extra marketing and sales investment, which many very successful small business owners may be happy with what they have built and not want to invest all the time and energy in taking it to the next level of their company. Taking people who have gone to business school and have learned about KPIs, metrics, and measurement is one of the reasons why search funds have been successful. They want to build companies with an incredibly strong culture where employees feel appreciated, valued, and recognized for their performance. They've had a lot of success by paying close attention to culture, and it all starts at the top. A search fund may be the right choice for you if you're willing to take the risk, and you're interested in building a small business, building teams, and helping people develop, and having wide control over your destiny. The risk of search funds is real, but the skills you gain from doing it right will benefit you and your career, regardless of whether you are successful on your first deal. They host an event for active searchers and CEOs every year where everyone they work with is invited. Describes the difficulty of finding a company back in 2007 to 2008, then covid hits in 2020, his partners and he expected a repeat experience of 2009, but it turns out the opposite happened. Jim explains how search funds work, which was hard to learn a while back but is much easier now since all the information is available online. As for their three to five-year vision, they'll maintain the same playbook they have exemplified over the years in supporting good entrepreneurs and resilient businesses. For as long as private equity is booming, there's gonna be a demand for small companies with great managers that reach a certain threshold. His inspiration comes from his love of working with people. People who are willing to take a chance on themselves, who are open to taking the less conventional route. He finds these people very exciting and dynamic, and he just feels lucky that his life is filled with them. Resources mentioned: https://searchfunds.net/ jim@searchfunds.net.

There's a secret on how to secure more — and better — deals as an independent sponsor: build relationships and trust with your lenders.  This may seem fairly obvious, but the reality is as the market has become more concentrated with traditional private equity funds, we're losing this important part of dealmaking. And as the market remains uncertain, those relationships are going to be crucial for survival as an independent sponsor. Approaching lenders as partners ensures a better outcome and establishes an “understanding that the lender is going to work as a partner to the extent that they can and [make] sure that the deal is done,” said Brian P. Coughlan of McGuire Woods' Corporate and Private Equity Group. In this episode of Deal-by-Deal, the hosts are joined by Brian, as well as Joe Rodgers of Source Capital, LLC, to discuss how to approach debt lenders and how to get the most out of those deals. They also explore the state of the current lending market, and how independent sponsors should approach deals in a time of uncertainty.   Featured GuestsName: https://source-cap.com/source_team/joe-rodgers/ (Joe Rodgers) Title: Managing Director at https://source-cap.com/ (SourceCapital, LLC) Specialty: As managing director at SourceCapital, a lower-middle-market investing fund, Joe helps lead the credit strategy arm of the investment team. Connect: https://www.linkedin.com/in/joe-rodgers-586a5319/?originalSubdomain=ae (LinkedIn)  Name: https://www.mcguirewoods.com/people/c/brian-p-coughlan (Brian P. Coughlan) Title: Partner at McGuireWoods Specialty: As a partner in McGuireWoods' Corporate and Private Equity Group since 2017, Brian represents investment funds and strategic acquirers in connection with mergers, acquisitions, investments, divestitures, and other strategic and financial investment activities, with a particular focus on debt financing structures. Connect: https://www.linkedin.com/in/brian-coughlan-0384b83/ (LinkedIn) Acquired KnowledgeTop takeaways from this episode  Approach debt deals as a partnership. As debt equity becomes more commoditized by a growing concentration of traditional private equity funds, one of the most important parts of the process is getting lost: relationship building. As the market continues to spiral into uncertainty, strong relationships with a variety of lenders could be a deciding factor in securing a deal.  Get early leads from your debt providers. Debt lenders love looking at deals at every stage of the process. But as an independent sponsor, communicating with your providers early on will give them more time to prepare and iron out any potential issues, giving you a better chance of winning the deal. The cost of deals may be going up. We still don't know how the market will be permanently impacted by the economic tumult of recent years, but we do know that good deals are still going to happen. Independent sponsors should be prepared that costs of those deals will go up, but they might not necessarily remain high forever.   ContactConnect with us on https://www.facebook.com/mcguirewoods (Facebook), https://www.twitter.com/McGuireWoodsLLP (Twitter), https://www.instagram.com/mcguirewoods_llp (Instagram), https://www.youtube.com/channel/UCHrca2d_8eo1cP09Tix264g (YouTube). This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course...

When is a PE partnership a good idea for retailers? What are some of the key factors that make for a successful partnership in this space? In this episode Verenda Graham, National Tax Leader in the Private Equity Group at BDO USA joins us to help answer these questions and more.

A serial entrepreneur and a strategic investor, John has 20 years of experience founding and investing in technology-enabled companies in the communications, healthcare, finance and energy industries. Before co-founding Ample, John was a co-founder, president, and CEO of MedHelp, the largest consumer health platform offering tools, device integrations, and communities to millions of people empowering them to manage their own health. MedHelp's platform powered online offerings of companies such as Walgreens and GE, until it was acquired by Merck Pharmaceuticals mid 2014. Following the acquisition, John served as the President of the Consumer Health and Healthcare Solutions Division of Aptus Health, a subsidiary of Merck. Prior to MedHelp, John led the Technology Practice of the Private Equity Group at Goldman Sachs, focusing on software and technology companies. Earlier, John co-founded Flash Communications, an Internet startup company that developed real-time two-way messaging systems, which was acquired by Microsoft. Furthermore, he co-founded Smartleaf, a financial software company. John holds a B.S. and an M.S. in Computer Science and Electrical Engineering from the Massachusetts Institute of Technology and an MBA from Collège des Ingénieurs in France https://ample.com/ https://nexuspmg.com/

Daniel Walsh is the founder and CEO of Citymark Capital. Prior to founding Citymark Capital, Mr. Walsh was President, Northeast Ohio for Huntington National Bank, joining the company in May 2010. Mr. Walsh's responsibilities included management and oversight of all Huntington business activities in the Northeast Ohio metropolitan market. Prior to Huntington, Mr. Walsh led KeyBank's Real Estate Capital Markets businesses nationally, including Fund Management, CMBS, Fannie Mae, Freddie Mac, FHA and Life Company whole loan placement business conducted by more than 100 professionals in 16 offices in major metropolitan areas across the United States. Mr. Walsh was promoted to lead Real Estate Capital Markets for KeyBank starting in 2008. In this position, he restructured KeyBank's real estate capital markets businesses and oversaw portfolio hedging and valuation of a $22 billion real estate portfolio. He also served on the board of the National Multi-Housing Council and as Treasurer of the Commercial Real Estate Finance Council, two national real estate organizations. In 1998, Mr. Walsh co-founded and built KeyBank's real estate Private Equity Group, a group that invested in real estate projects throughout the United States on behalf of third-party institutional equity and mezzanine debt investors throughout the world. Mr. Walsh serves, or has served, on the following boards: Cleveland Foundation (Chair, Investment Committee); Cleveland Orchestra; Cleveland Museum of Art (Chair, Building and Grounds Committee and Executive Committee Member); Rock and Roll Hall of Fame (past Chair, Finance Committee); Destination Cleveland (past Chair of the Board); as a Mayoral appointee on the Group Plan Commission (overseeing the redevelopment of Public Square); United Way of Greater Cleveland (Co-Chair of the 2012 Annual Campaign); Playhouse Square (past Chair, Real Estate Committee); ideastream (Emeritus Board Member; past Chair, Finance Committee); and the Greater Cleveland Sports Commission (Co-Chair, 2011 Sports Awards). Mr. Walsh is the past board chair for the Northeast Ohio Chapter of the Arthritis Foundation, and he helped launch Global Cleveland. He is also a member of the Cleveland Chapter of the Young Presidents' Organization (YPO). He received his B.A. in Management and MBA from the Case Western Reserve University Weatherhead School of Management in Cleveland, Ohio. Mr. Walsh also holds his Juris Doctor degree from the Illinois Institute of Technology Chicago-Kent College of Law, with a certification in environmental and energy law practice.

A profitable HVAC company decided to explore selling their business because COVID had escalated valuations in the HVAC sector since more people were staying home and needed more heating and air services. Shortly after deciding to sell, a Private Equity Group approached the company and began their acquisition and due diligence. Financial buyers like a […] The post How To Sell Your Company For Less Money But End Up Putting More Cash In Your Pocket appeared first on Business Exit Stories.

A profitable HVAC company decided to explore selling their business because COVID had escalated valuations in the HVAC sector since more people were staying home and needed more heating and air services. Shortly after deciding to sell, a Private Equity Group approached the company and began their acquisition and due diligence. Financial buyers like a […] The post How To Sell Your Company For Less Money But End Up Putting More Cash In Your Pocket appeared first on Business Exit Stories.

David Riley, Chief Investment Strategist at BlueBay Asset Management, previews jobs day. Rebecca Ray, Executive Vice President, Human Capital at The Conference Board, discusses their return to work study. Brian Fields, Groupon's Chief Commercial Officer, talks trending stay-cation experiences for Labor Day weekend. Aleem Remtula, Partner and Co-Head of the Private Equity Group at Developing World Markets, discusses what refugees from Afghanistan will face financially in other countries. Hosted by Paul Sweeney and Matt Miller. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

In The Great Conversation, we attempt to bring all the voices to the table to create the narrative and the leverage to increase the value of the risk, resilience, and security industry. Some of the voices are the investors in organizations that may be changing the face of our industry. Last year we sat down with Michael Levenberg a partner in LLR Partners, a private equity group who is leveraging marketing intelligence, domain expertise, independent board member recruiting, and a “value creation” team to accelerate the path to value of organizations in our industry.  LLR Partners is a lower middle market private equity firm investing in technology and healthcare businesses. They collaborate with their portfolio companies to define high-impact growth initiatives, turn them into action and create long-term value. Founded in 1999 and with more than $5 billion raised across six funds, LLR is a flexible provider of equity capital for growth, recapitalizations, and buyouts. Michael focuses on Security and Industrial Technology. A few companies he has led LLR investments in are ACRE and Mercury Security.

Lisandra Rickards is Founder & CEO of Soul Career, Former CEO of the Richard Branson Centre of Entrepreneurship, and a Harvard MBA. She helps executives, entrepreneurs and high-achieving professionals succeed by connecting them to knowledge, opportunities, and systems that support their growth while staying aligned to their authentic selves.  As CEO of the Richard Branson Centre of Entrepreneurship, she coached over 220 entrepreneurs, created online programs for over 2,500 entrepreneurs, built a team of 12, and made the Centre a player in the venture capital space. Now she's thrilled to lead Soul Career, a coaching company supported by online courses that helps executives, professionals, and entrepreneurs discover their life's work, lead authentically, and build powerful legacies.  She's also done economic research for the book Superfreakonomics, worked as a management consultant in the Private Equity Group at Bain & Co in New York City, consulted for the Ministry of Finance in Jamaica, and worked in corporate strategy for a Caribbean conglomerate. She has an MBA with honors from Harvard Business School, and a B.A. in Economics with honors from the University of Chicago. Website: https://www.soulcareer.com/   Instagram: @soulcareer   @lisrickards     Facebook: @lisrickards @soulcareer

Julian Bostic joined Vista Equity Partners in 2018. Mr. Bostic is responsible for leading Vista's Capital & Partner Solutions engagement and development efforts throughout the Midwest and Texas. Prior to joining Vista, Mr. Bostic worked as a Managing Director and Client Advisor in the Institutional Client Group at Neuberger Berman, where he focused on corporations, public funds, endowments and foundations, and family offices in the Midwest and Texas. Before his time with Neuberger Berman, Mr. Bostic spent 13 years at J.P. Morgan Asset Management, where he served as a Client Advisor in the Institutional Americas Group and as a Portfolio Manager in the Private Equity Group. Education: B.B.A. in Marketing, Howard University + M.B.A in General Management, Duke University --- Send in a voice message: https://anchor.fm/humovemakers/message Support this podcast: https://anchor.fm/humovemakers/support

McAfee has announced it was selling its enterprise security business to a consortium led by Symphony Technology Group in a deal worth $4 billion, all cash. --- Send in a voice message: https://anchor.fm/whatsnewonthenet/message

https://www.hightidecapital.ca Find Sam on Linkedin here: https://www.linkedin.com/in/sam-imbeault Learn to buy a business at https://www.BusinessBuyerAdvantage.com Related Article: The reality of Private Equity Groups… Sam Imbeault is a professional investment banker who has just left a career with TorQuest Partners where he made investments in various companies. Sam and I discuss how these funds manage their investments, how they choose who to invest in and what his career there was like. Sam is now looking for a specific opportunity for himself in Atlantic Canada and we spoke a bit about that and how mid-market business owners can investigate who is approaching them as a credible buyer. Watch here: https://youtu.be/Da7a6yh0tv8 Learn how to buy a successful business at https://www.BusinessBuyerAdvantage.com Book a call with me at https://www.clarity.fm/davidbarnett Stop missing my videos and other news. Join my email list here: https://www.DavidCBarnettList.com #smallbiz #mergersandacquisitions #smallbusiness #businessbroker #entrepreneurship #entrepreneur #searchfunds #buyabusiness #midmarket #mid-market

Ravi Sarin, a verified Business Ninja, is Founder and Managing Partner at ROCA Partners, a Los Angeles-based growth equity investment firm focused on tech-enabled services and healthcare services. Ravi previously was a Principal in the Private Equity Group at Ares Management. At Ares, Ravi helped lead investments in healthcare services, retail, and gaming, lodging & leisure among a few other sectors and served on the Board of Directors of Floor and Decor, Jacuzzi Brands, OB Hospitalist Group and Unified Women's Healthcare. Prior to Ares, Ravi was a private equity investor at Bain Capital and a consultant at Bain & Company. Ravi has an MBA from Harvard Business School and an MS in Management Science & Engineering and a BS in Electrical Engineering from Stanford University. --- Send in a voice message: https://anchor.fm/andreas-penna/message Support this podcast: https://anchor.fm/andreas-penna/support

Abdulaziz B. Al Loughani is co-founder & Managing Partner at Faith Capital, a venture capital practice that is focused on the GCC. He is also co-founder & CEO of Floward, a full-fledged flowers & gifts e-commerce platform. Previously, Abdulaziz was the founding Executive Vice Chairman of the Kuwait National Fund for SMEs Development, a USD 7bn independent public institution responsible for developing the entrepreneurial ecosystem in Kuwait (2013-2017). Prior to this role, he was a co-founder and Managing Partner of Talabat.com until 2010, and has since then been investing in technology startups and has been involved in a number of local and regional entrepreneurial initiatives. Abdulaziz has also previously served as Director at Global Capital Management, the alternative investments arm of Global Investment House “Global”, where he has played a major role in managing key investments within the Private Equity Group of Global. Listen in to learn the following: How does the Kuwait government conduct investment promotion for their startup and business environment? [4:30] What's the state of venture capital as an asset class in the Gulf region? [9:55] What's the state of Commerce across the Gulf region? [13:00]

In this episode, Peter- a Senior Associate Attorney in the Private Equity Group at Choate, Hall & Stewart, walks us through his fast paced life working in transactional law. He explains how his experiences during law school showed him why transactional law was the best space for him over litigation. Peter provides listeners with ways to build self-awareness and encourages all to explore options, remain flexible throughout the journey and keep your networks fresh.

Our guest today is Lisandra Rickards, Founder & CEO of Soul Career, Former CEO of the Richard Branson Centre of Entrepreneurship, and a Harvard MBA. She helps executives, entrepreneurs and high-achieving professionals succeed by connecting them to knowledge, opportunities, and systems that support their growth while staying aligned to their authentic selves. She's also done economic research for the book Superfreakonomics, worked as a management consultant in the Private Equity Group at Bain & Co in New York City, consulted for the Ministry of Finance in Jamaica, and worked in corporate strategy for a Caribbean conglomerate On the show, we dive into how she ended up leaving her home in Jamaica to attend school (undergraduate and graduate) in the US. Lisandra talks about the mental health challenges that she experienced while going through school both at University of Chicago and Harvard Business School, and what that led her to feel like she was a failure despite the opportunities she was afforded. She highlights how focusing on self care helped her discover where her true passions lay, allowing her to unlock her full potential in coaching entrepreneurs, executives and professionals. Lisandra's advice is to explore more than just what's right in focus and try and have some fun.

Our guest today is Lisandra Rickards, Founder & CEO of Soul Career, Former CEO of the Richard Branson Centre of Entrepreneurship, and a Harvard MBA. She helps executives, entrepreneurs and high-achieving professionals succeed by connecting them to knowledge, opportunities, and systems that support their growth while staying aligned to their authentic selves. She's also done economic research for the book Superfreakonomics, worked as a management consultant in the Private Equity Group at Bain & Co in New York City, consulted for the Ministry of Finance in Jamaica, and worked in corporate strategy for a Caribbean conglomerate On the show, we dive into how she ended up leaving her home in Jamaica to attend school (undergraduate and graduate) in the US. Lisandra talks about the mental health challenges that she experienced while going through school both at University of Chicago and Harvard Business School, and what that led her to feel like she was a failure despite the opportunities she was afforded. She highlights how focusing on self care helped her discover where her true passions lay, allowing her to unlock her full potential in coaching entrepreneurs, executives and professionals. Lisandra's advice is to explore more than just what's right in focus and try and have some fun.

Drew McCuiston is from a private equity group in Indianapolis called The Firefly group. Ed and Drew run in the same networking circles. Ed has always been impressed by Drew and his group because they’ve always done good deals. You never hear bad things about them. They’re just good guys doing good deals. And the side benefit is that one of their acquisitions is EOS or Entrepreneurial Operating System for business. They acquired the rights or the business for EOS, and it’s interesting to talk about that acquisition - why they got into it and what they plan to do with it.   Join this conversation with Drew McCuiston. ************ For past guests, please visit https://www.defendersofbusinessvalue.com/dbv-podcast/ Sign up for the Legacy Exit newsletter here For show notes, go to: https://www.defendersofbusinessvalue.com/e033/ Follow Ed: Connect on LinkedIn: https://www.linkedin.com/in/edmysogland/ Twitter: twitter.com/edmyso Instagram: instagram.com/defendersofbusinessvalue Facebook: facebook.com/bvdefenders

Wendy Prager (C89, PAR18) Wendy is the Executive Director of the one2one USA Foundation. She is also the Managing Partner and Counsel at Bridge Mountain Partners where she does legal and non-profit consulting. Previously, Wendy worked at Cleary Gottlieb Steen & Hamilton in NYC as counsel in the Private Equity Group until 2014. Before that, she was Senior Counsel at ING Investment Management Co. for 14 years until 2010. Wendy also worked at Seward & Kissel as an attorney in their Private Investment Funds group. She graduated from the University of Pennsylvania and received her JD from Fordham University School of Law.  Wendy is passionate about many causes and devotes her time to several non-profit organizations, providing pro bono legal assistance, acting as a mentor, or in a board capacity, and is also active with several alumni organizations of the University of Pennsylvania. After transitioning out of her long career as a hedge fund and PE lawyer, Wendy joined one2one USA after bumping into an old Penn friend at Engaging Minds. His idea about personalizing philanthropy and making it more transparent and connective for donor and donee really resonated with Wendy. Through extensive tax planning and meetings with the IRS, one2one was able to do something unprecedented in the realm of charitable giving. Wendy lives in New Jersey with her husband, Brett (W88, EAS88) three daughters, and two rescue labs, Maui & Kona.   More on One2One in the Wall Street Journal and the Penn Gazette  

Mr. Johnson joined RLJ Equity Partners from American Capital, a publicly traded alternative asset management company with more than $20 billion of assets under management. Prior to joining American Capital, Mr. Johnson was a Vice President in the Financial Sponsors and Private Equity Group at Bank of America. He also served as a White House Fellow and Special Assistant to the Secretary of Defense. Mr. Johnson began his career with Donaldson, Lufkin & Jenrette, and prior to that, he was with McKinsey & Company. Mr. Johnson received his B.S. from the University of Tennessee and his M.B.A. from the Harvard Business School.   0000029B 00000299 00004FDE 00004FDE 00020A58 00020A58 000080A0 000080AD 0000E824 0000E824

Sanjay Chandra serves as Principal and Managing Partner of Trinity Private Equity Group and its affiliated companies in a variety of roles. He also serves as a Board Member for American Leather, which he co-founded in 1990, and where he was formerly president and CFO. Chris and Sanjay discuss Sanjay's life as a founder, his family's immigration to the United States, pivoting into real estate, and his experience in the world of private equity. Enjoy! For more information on Chris Powers and Fort Capital, visit www.fortcapitallp.com. Follow Chris on Twitter! @fortworthchris 02:17 — Sanjay’s Story 05:53 — How did you turn your engineering background into founding American Leather? 09:28 — How does system and process design play into the company? 12:47 — How does process affect the growth of a business? 14:37 — How do you encourage people to take ownership and make processes better? 21:16 — Is there a weekly or monthly meeting where you continuously try to improve your processes? 23:02 — Sanjay’s Entry into Private Equity in 2006 31:20 — How get your start in the real estate community and convince people to do deals with you? 34:12 — Did you always want to focus on residential? 35:25 — How can you be a really good operator in multifamily? 41:19 — If I were a business looking to take on private equity, what things would you tell me to think about? 43:49 — Are your time horizons with private equity the same as your real estate deals? 45:42 — What is the mentality of a founder who takes on private equity? What does the transition to life with a board look like? 48:12 — What is it like to live under the guidance of a board? 49:04 — How does a business go from being founder-run to not? 50:45 — What would happen if you bought a business and realized the founder is the issue? 54:48 — What is a question you ask before investing in a business today that you wouldn’t have when you first started? 57:42 — What was the biggest challenge in your career? 59:37 — Advice to Your 21-Year-Old Self 1:04:54 — What will the world look like in 2030? 1:07:52 — Do you have a favorite interview question?

From a hippie commune to the board room, Nate had a career as an investment manager at a Private Equity Group focused on real estate before becoming CEO of Samuel French a Theatrical Licencing Company founded in 1830 an insolvent company he turned around and eventually exited. Now Nate is moving on from Samuel French and Concord onto his next adventure. See acast.com/privacy for privacy and opt-out information.

Stephen is a Partner of Cornell Capital. He has over 25 years of private investing experience across a broad array of sectors. Prior to joining the firm in 2018, Stephen worked as a Portfolio Manager at Avenue Capital, focused on public and private equity investing. Previously, he served as a member of the Management Committee and Global Co-Head of Morgan Stanley’s Merchant Banking Division and Private Equity Group. Stephen began his career at Goldman Sachs, where he worked in the Investment Banking Division’s Energy and Power Group in New York and Corporate Finance Group in Hong Kong before moving to the Merchant Banking Division in Hong Kong and London where he Co-Headed the Industrials investing effort and was a member of the Investment and Operating Committees. Stephen formerly served on the board of various Goldman Sachs portfolio companies, including Berry Plastics, Capmark Financial, Cobalt, Cognis, Deutsche Kabel, Messer Griesheim and Wincor Nixdorf, among others. Stephen is a Director of Knowlton Development Corporation. Stephen was a member of the United States Olympic Fencing Teams in 1984 and 1988. He is also a member of the Board of Trustees of Columbia College and Storm King Art Center.

For Private Equity, last year was a rocket ship. Five years of record-level fund-raising left the industry flush with capital: So called Dry powder – uncommitted funds sitting ready to invest -- hit a record high of $1.7 trillion. And for good reason. Even if PE firms found something to buy, chances are it was pricy: Buyout purchase price multiples rose to new highs. Meanwhile, with nearly 8,000 PE firms registered globally, the challenges to standout continue to grow. So what’s next for Private Equity? How should GPs think about fundraising, investments, exits and more? What role will technology play – how can GPs be sure they’re not investing in the next industry to be disrupted? And what about LPs – what questions should they be asking as they look for new and better places to seek returns?To find out, I spoke with Tim O’Connor, Partner in the Private Equity Group at Bain & Company. 

Nichole Stohler shares her wisdom on The Business Blast Podcast! You can learn more about Nichole here: https://gatewaype.com/ This episode is brought to you by Authors Unite. Authors Unite provides you with all the resources you need to become a successful author. You can learn more about Authors Unite and join the free community at http://authorsunite.com/. Thank you for listening to The Business Blast Podcast! Tyler --- Support this podcast: https://anchor.fm/authorsunite/support

David Porter (@popticals) In 2003 David Porter and his wife Angie launched the pet product company FURminator out of their basement and in five years sold it for close to $100 million. David joined the Board of Directors of the new company, reinvested and three years later, the Private Equity Group sold it for $140 million in 2011. During the whirlwind journey, FURminator was at the top of St. Louis’ fastest growing companies for several years and grew international distribution into 50 countries. They were number 39 in the Inc 500 fastest growing companies as well being recognized as the best selling pet product in the history of QVC. Top Takeaways The journey from Dave’s basement to $100 million pet grooming product. Learn a lot and find the right people. David Porter’s 19 Keys to Success! Check out: Popticals Enjoy Ben’s interview with inventor, entrepreneur, and Popticals CEO, David Porter! This podcast is brought to you by Mascot Agency. Mascot Agency is your one stop for brand building, design, and user experience. From website development to creating the perfect logo for your company, Mascot Agency can do it all. Without the help from Mascot Agency this podcast would still be just an idea. We thank them for all their hard work and would love for you to check them out @mascotagency. They help their clients be as BIG as their imagination This episode is brought to you by OsteoStrong St. Louis. OsteoStrong is the natural solution that works fast. It's a new way to achieve strong bones and muscles, better balance and flexibility. Enjoy a pain-free, active, healthy life with this supplement workout. It will only take 7 mins! Check them out @ www.osteostrong.me or give our good friend Johnny Harper a call at 314-300-6902. Lastly, this episode is brought to you by OfficePartners360. Interested in connecting with a time-tested resource for high quality, affordable outsourcing services? Let me introduce you to my colleagues at OfficePartners360 to learn about ways they are helping small and medium-sized US businesses grow. Check them out @ OfficePartners360.com

How Legal Biz Dev. is Like Fitness Jane Greyf is a partner in Goodwin’s Private Equity Group and a member of the firm’s Impact and Responsible Investing Practice. She advises private equity funds, companies, and management in leveraged buyouts and growth equity investment transactions.  Jane Greyf Bio Business development is like fitness – you have to keep at it. A little has to be done every day.  It can take years – keep at it – many interactions will result in business. You can’t take rejection personally in terms of business development.  Your ability to control your response to things is a learned strength.  Jane keeps a fluid list of top 5 prospects.   She spends a few minutes every day, every other day, once a week to execute that next step. It doesn’t take a tremendous amount of time.  Always, always, always keep in touch with current clients. Success Story: A lawyer at a client with a shared business background moved companies to a company new to the US market. Jane reached out (stayed in touch) and was hired. When the company expanded in the US, Jane’s business also expanded. Jane was able to position other Goodwin practices with success. Over time Goodwin gained business for the firm from this client in their businesses outside the US. Business development is different for women but not harder.  It’s different because men and women develop relationships differently and business development is about building relationships. Today there are a lot of women GCs – and firm team diversity is being demanded both are business development opportunities for women. The fundamentals that apply to...

We have an interesting character on this week’s interview on Life After Business… there are not many pro baseball players who also happen to be experts in private equity! Bobby Kingsbury is now part of the a different type of team when he joined MCM Capital.  He managed to land the gig when giving hitting lessons to the son of Mark E. Mansour, co-founder of the original fund. In today’s episode, you will learn: How private equity groups (PEGs) are structured Where private equity groups get their money What it could be like to partner / sell to a PEG How PEGs value companies Understand how PEGS look at potential deals Why a private equity group WOULDN’T buy you Having been a pro for the Pittsburgh Pirates for six years and having competed in the 2004 Olympics, it must have have been a bit of a shock to the system. Thankfully for us he went on to develop a brilliant insight into one of the most important aspects of the exit planning process, private equity. What is private equity? It is basically a liquidation option for a private business owner. A Private Equity Group is a pool of money, managed by a team of professionals.  Their goal is to grow that pool of money for the owners of the fund and the way they do it is by buying companies, making them healthier, stronger, and better and then eventually selling them again anywhere between 3-8 years out. It’s a way to diversify a portfolio by selling all or a portion of the business to a private equity fund. How does a private equity firm work? Bobby’s firm (MCM Capital) has eight professionals divided into deal teams. The main division of responsibility lies between transactions and raising equity. A firm will rely on limited partners, i.e. endowments, universities, pension funds etc. It is basically the job of the firm to make investment decisions on their behalf in the same way as a fund might invest in stocks & shares. The difference here is that a private equity firm is in the business of buying up companies. A private equity firm needs to have a good eye for corporate management. Although they clearly need to seek out the right deals and understand the numbers, the ultimate success or failure of their investments will depend on how effectively they operate after the investment. This doesn’t mean that a private equity firm has to be hands-on day-to-day (in fact it is Bobby’s preference to keep that kind of involvement to a minimum) but it absolutely does mean that a private equity firm must build strong relationships with the businesses they invest in, right from the very beginning of negotiations. Even in the event of a total buyout where the whole executive team sell up and disappear into the sunset, if a private equity firm hasn’t built the right relationships, it will likely end in disaster. What are the standard investment offerings? Typically four or five years to deploy capital. Funds will generally be spread across approximately ten businesses, each occupying a roughly equal percentage of investment. Pretty much all private equity investment is leveraged in some way, with Bobby’s firm preferring to invest in businesses using 50% equity and 50% bank financing. Many private equity firms prefer to use more leverage, typically putting up 30-35% equity and borrowing the rest. This increases the potential return/IRR but of course comes with a higher risk attached. How is the value of a business normally decided? Multiples of EBITDA. As a rule a smaller business will be afforded a smaller multiple than a larger business, and certain industries like aerospace, defence and life science will command higher multip

Episode 116: Paul Madera – Why He Invested $10 Million In Facebook In 2005 Paul Madera is one of the most down to earth and humble people I’ve ever spoken to… Considering the immense level of success in multiple life categories, I initially expected that he would have at least a semblance of an ego.  As you’ll hear, that does not exist within Paul.  What a refreshing and enjoyable conversation on this episode of The Learning Leader Show. Paul Madera is the founder of Meritech (1999).  Meritech is known as the pioneer of late stage investing. Paul currently focuses on the SaaS, storage, e-commerce, financial technology, digital consumer, and medical device sectors.  In 2005, Paul sat down with Facebook CEO Mark Zuckerberg and made the decision to invest $10 million to earn 2% of Facebook at the time ($500m valuation).  As most people know, Facebook is now worth hundreds of billions of dollars.  Paul also led the charge for Meritech to be an early investor in Salesforce.com among many other great decisions. Paul holds a B.S. from the United States Air Force Academy and an M.B.A. from the Stanford Graduate School of Business, and currently serves as the Chairman of the US Air Force Academy Endowment. Previously he flew F 16’s on missions that included dropping bombs on targets and dealing with enemy aircrafts (dogfighting). Episode 116: Paul Madera – Why He Invested $10 Million In Facebook In 2005 Subscribe on iTunes  or Stitcher Radio The Learning Leader Show “I Love To Invest In Leaders Who Are Obsessed About Their Company.  Those Who Absolutely Love What They Are Doing.” In This Episode, You Will Learn: The most dedicated, focused individuals who stress personal excellence tend to sustaine excellence Why Paul initially wanted to invest in MySpace What his first thoughts of Facebook CEO Mark Zuckerberg were in 2005 Agreeing to a deal with Mark Zuckerberg – Investing $10m at a $500m company valuation How his company makes decisions on who to invest in The specific qualities he looks for in a CEO to invest in (He loves leaders who are obsessed with their company and certain of their future success) The biggest mistakes young leaders/managers make The specific missions he flew as a fighter pilot – dropping bombs on enemy targets and dealing with combative opposing aircrafts Dogfighting like they did in the movie “Top Gun” – incredible stories! Great leaders are always “doing” – Always striving to learn more  “It’s Important To Have a Commitment Strategy… Not An Exit Strategy” Continue Learning: Go To: MeritechCapital.com See Paul on The Forbes Midas List: Forbes Midas List: Paul Madera Connect with Paul on LinkedIn: com/in/paulmadera To Follow Me on Twitter: @RyanHawk12 You may also like these episodes: Episode 001: How To Become A Master Connector W/ Jayson Gaignard From MasterMind Talks Episode 078: Kat Cole – From Hooters Waitress To President of Cinnabon Episode 082: Dan Pink – The Science of Motivation, Legendary Writer & Ted Talk Episode 086: Seth Godin – How To Become Indispensable & Build Your Tribe Did you enjoy the podcast? If you enjoyed hearing Jay Baer on the show, please don’t hesitate to send me a note on Twitter or email me. Episode edited by the great J Scott Donnell Bio From MeritechCapital.com Paul Madera founded Meritech in 1999. He currently focuses on the SaaS, storage, e-commerce, financial technology, digital consumer, and medical device sectors. He has led Meritech's investments into 2Wire (Pace), Acopia (F5), BlueArc (Hitachi Data), DataStax, DealerSocket, Facebook (FB), Force10 Networks (DELL), Glaukos, Homestead Technologies (INTU), IntraLase (AMO), Openlane (KAR), Panzura, Prosper, Riverbed Technology (RVBD), Salesforce.com (CRM), Tegile, Tensilica (CDNS), Topspin (Cisco), Wonga, Yammer (MSFT) and 21Vianet (VNET). Prior to Meritech, Paul was Managing Director and Head of the Private Equity Group at Montgomery Securities/Banc of America where he assisted tech and consumer-based startups in raising capital. He began his career in finance as an investment banker with Morgan Stanley & Co. in New York. Before joining Morgan Stanley, he served in the United States Air Force as an F-16 Instructor Pilot based in South Korea, Spain, and Utah. He also spent a tour at the Pentagon as a member of the Air Force Legislative Liaison Office. Paul holds a B.S. from the United States Air Force Academy and an M.B.A. from the Stanford Graduate School of Business, and currently serves as the Chairman of the US Air Force Academy Endowment. Paul spends his off hours cycling the hills west of Palo Alto to prepare for "century" rides as well as jogging throughout the San Francisco Peninsula (when he is not gathering material to terrorize his partner Mike Gordon).

First part of a two-part episode focused on the vaunted "Operating Partner" role in private equity.  In the first part, Devin talks to Jim about his experiences as an operating partner within a private equity group -- dealing with the other partners, working on deal teams, etc.

Listen & Subscribe on iTunes & Stitcher - Don’t Miss an Episode ! Judith Duval grew up in Santo Domingo, Dominican Republic and moved to the United States in junior high school.  She attended the Wharton School at the University of Pennsylvania and majored in Finance and Management with a minor in Latin American Studies.  She worked in finance before attending Stanford's Graduate School of  Business.  She joined Bain & Co. where she worked in the Private Equity Group.  She then continued her strategy work at Sephora, in a Business Development and Strategy role.  She is now working with a health and wellness startup focused on the Hispanic community and is a trained and certified Leadership coach. What you'll learn Judith's dream and her path to pursue it Her goal  to become the best she could be How she got into Wharton college Her influences that inspired her to apply to to he best schools The importance of  seeking out support groups of other Latinos to succeed at top schools Why she chose finance the hardest major at Wharton The importance of surrounding yourself with people that support your dreams How she got into investment banking Why corporate training programs are great for Latinos The lack of mentorship available to Latinos and how to bridge the gap How she got into Stanford Business School How to tap  into alumni networks to advance your career Why it is key to have passion for your life How she is pursuing her passion of improving the health and wellness of the Hispanic community and helping Latinas and Latinos become their best self Her success formula: Dream big, persevere, and believe you can- "I'll find a way" Resources & Links Facebook Twitter Judith Duval  Thank you so much for listening ! If you enjoyed the episode, please consider subscribing in iTunes  and Stitcher and leaving a rating and a review.  This helps us to continue to be featured in the New & Noteworthy rankings so that more Latinos and Latinas can find us.