Investors & Operators Podcast
1) Ep. 139: Chris Sznewajs, Managing Partner & Founder at Pacific Avenue Capital Partners
Topics:Fundraising Lessons from a $1.6B FundA Carve-Out Playbook That ScalesWhy You Need a One-Page Strategy...and so much more.Top TakeawaysKeep strategy simple. Instead of 50-slide strategy decks, C...Show More
2) Ep. 138: Douglas Song, Managing Partner at Prodos Capital & Dan Lee, Partner at Pin High Strategies
Topics:What to Prioritize in Your First DealHow to Vet Founder-Led CompaniesCapital Trends for Independent Sponsors...and so much more.Top TakeawaysBet on grit, not credentials. Dan jokes that both Jo...Show More
3) Ep. 137: Maxwell Taylor, Managing Director at Novastone Partners
Topics:Hybrid Model: PE + Search FundA Strong Operator ProfileEquity & Structure in Operator Deals...and so much more.Top TakeawaysSuccession is one of the biggest overlooked opportunities in the lowe...Show More
4) Ep. 136: Justin Smith, Managing Director at Agellus Capital
Topics:Founder Misconceptions About PEFriction Points in Integration Signs a Business Is M&A-Ready...and so much more.Top TakeawaysRoll-ups require a clear playbook or you’ll struggle to scale. J...Show More
5) Ep: 135: John Koeppel, Partner & Private Equity/Independent Sponsor Leader at Lippes Mathias
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 y...Show More
6) Ep. 134: Greg Mayer, Partner & Head of Portfolio Operations at Argosy Healthcare Partners
Topics:3 Pillars of Growth for Small BusinessesHow to Assess Exit ReadinessTypes of Founder Transitions in PE Deals...and so much more.Top TakeawaysNot all revenue is worth the risk. Jordan shares how...Show More
7) Ep. 133: Denise Logan, Best-Selling Author of “The Seller's Journey”
Topics:Why Sellers Walk Away Last MinuteHow to Avoid Post-Sale RegretWhy Early Exit Planning Matters...and so much more.Top TakeawaysSelling a business is more than just a transaction. Most owners thi...Show More
8) Ep. 132: Vern Davenport, Partner at QHP Capital & Michael Curry, Co-Chairman and Co-CEO at Lullwater & Co., Part 2
Topics:5-Element Hiring FrameworkHiring for Attributes vs. ExperienceMoneyball Thinking for Smart Hiring...and so much more.Top TakeawaysWhat happens when you work and lead with passion?Vern and Micha...Show More
9) Ep. 131: Vern Davenport, Partner at QHP Capital & Michael Curry, Co-Chairman and Co-CEO at Lullwater & Co.
Topics:How to Free Up Leadership BandwidthThe Power of Mission, Vision & ValuesPitfalls in Implementing The Management System...and so much more.Top TakeawaysWant more freedom? Get more structure and ...Show More
10) Episode 130: Kevin Stark, Former Navy SEAL & Marc Cabrera, Former Investment Banker
Topics:How to Avoid Mid-Career BurnoutConfusing Activity with ProductivityBuilding Mental Resilience Through Endurance...and so much more.Top TakeawaysWrite your own eulogy to reframe success. Profess...Show More