Afleveringen
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In this episode, we sit down with Robert Rough from Telo’s Capital Advisors, a seasoned industry expert with over 30 years of experience and a track record of more than 100 successful transactions across diverse sectors.
Robert opens up about his journey to Telo’s Capital Advisors and the services they provide, guiding business owners through the complexities of selling their companies. He addresses common misconceptions business owners have about handling sales on their own and explains how an investment banker can add critical value to achieve a successful deal.
Throughout the conversation, Robert shares insights into the different types of advisors available, key qualities to look for when selecting a partner, and how to navigate challenges, including managing multiple interested parties and overcoming the impact of unfit advisors on a deal. He also reflects on memorable transactions that helped him build his negotiation skills and offers practical advice for those embarking on the journey to sell their companies, from preparing for due diligence to maintaining strong client relationships throughout the process.
Robert offers his perspective on the future of private equity, providing a must-hear outlook for anyone involved in the industry. Listen now!
Hosted on Acast. See acast.com/privacy for more information.
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Welcome back to Part Two! In this episode, Leah continues her conversation with Bob Wegbreit, a seasoned TagNiFi professional and a former GF Data partner. With his background in print advertising and startup consulting, Bob offers a unique perspective on today’s financial challenges.
Leah and Bob discuss the need for innovative solutions in finance, particularly in the advertising industry. They delve into crucial private equity terms and explore how firms can adapt to market demands.
The conversation also touches upon trends shaping buyer-seller dynamics and the importance of conducting thorough due diligence. Bob further addresses the risks associated with future business valuations.
They conclude by emphasizing the significance of cultural fit within organizations and the essential qualities businesses should look for in investment bankers. Listen now!
Hosted on Acast. See acast.com/privacy for more information.
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Zijn er afleveringen die ontbreken?
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In this episode, Leah sits down with Bob Wegbreit, a seasoned expert currently at TagNiFi and a former owner/partner of GF Data. Bob brings a wealth of experience from his early career running a print point-of-sale advertising business and his extensive work consulting for three startups.
Join Leah and Bob as they delve into the challenges currently facing the financial industry and the increasing demand for innovative solutions like TagNiFi. Bob shares valuable insights on the critical role of advertising as companies scale and discusses the nuances of private equity terminology that every business owner should understand.
Listen in as Bob explains how businesses can adapt to meet future needs and demands in the evolving landscape of private equity, providing listeners with practical strategies and a deeper understanding of this dynamic industry. Don’t miss this engaging conversation packed with expertise and foresight into the future of finance and investment!
Hosted on Acast. See acast.com/privacy for more information.
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In this episode of The Future of Private Equity podcast, host Leah Berend sits down with Marnie Ochs Raleigh, owner of Evolve Systems. Drawing from her early experiences working in her family’s commercial construction company, Marnie shares how businesses can future-proof their security with best practices in payment processing.
Leah and Marnie then dive into current trends and the power of data and analytics in making informed business decisions. Marnie also breaks down the essential marketing and branding strategies businesses need to maximize their appeal, offering advice on the key questions companies should ask when working with marketing firms. Tune in for practical tips on payment processing, marketing, and driving enterprise value.
Hosted on Acast. See acast.com/privacy for more information.
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Join host Leah Berend as she interviews Marnie Ochs Raleigh, CEO of Evolve Payments and Evolve Marketing. Marnie, who comes from a long line of entrepreneurs, brings a multi-faceted perspective to M&A.
In this episode, Marnie shares insights on how companies can best position themselves to attract private equity investors. Discover the key areas to focus on and learn how Evolve Systems has helped businesses prepare for successful private equity transactions. Tune in to gain valuable advice and strategies for navigating the complexities of attracting investment.
Hosted on Acast. See acast.com/privacy for more information.
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In today’s episode, we explore the intricacies of selling your business with Nicole, an expert in private equity. Discover the importance of a strong management team, the emotional aspects of selling, and the critical steps to prepare your business for sale. From financial preparations to choosing the right buyer, Nicole shares invaluable insights to help you maximize your business's value and ensure a smooth transition. Whether you're considering selling or just want to understand the process better, this episode is packed with expert advice and real-world examples.
Chapters:
(00:00) Introduction
(00:15) Importance of a Strong Management Team
(05:30) Emotional Aspects of Selling
(10:45) Financial Preparations for Sale
(15:00) Choosing the Right Advisors
(20:15) Investment Banking Advisory Process
(25:30) Due Diligence on Potential Buyers
(30:45) Exit Strategies and Private Equity
(35:00) Future Outlook of Investment Banking
(40:15) Closing Thoughts and Contact Information
Hosted on Acast. See acast.com/privacy for more information.
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In this episode, Leah Berend of Marrin Investment Partners sits down with Nicole Behm-Koep of Quazar to discuss the future of private equity. Nicole shares her unique journey into the investment banking world, the evolution of Quazar, and key milestones that have shaped the company. They dive deep into exit strategies, market trends, and notable deals that highlight the importance of strong internal teams and client relationships. If you're interested in the intricacies of private equity and investment banking, this episode is a must-listen!
Chapters:
(00:00) Introduction
(01:10) Nicole's Background
(04:25) Quazar's Clientele and Services
(08:45) Philosophy and Evolution of Quazar
(14:30) Key Milestones of Quazar
(24:00) Notable Deals and Transactions
(36:15) Readiness for Sale
(41:00) Conclusion
Hosted on Acast. See acast.com/privacy for more information.
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In this insightful episode, host Leah Berend is joined by Jennifer Zick, founder and CEO of Authentic, to explore the concept of authentic growth marketing. Jennifer shares her journey of founding Authentic and delves deep into the importance of building brand equity, especially within the private equity landscape. Discover how authentic growth marketing can transform businesses, drive sustainable value, and overcome common marketing pitfalls.
Chapters:
(00:00) Introduction
(00:35) Jennifer Zick's Background
(02:15) Authentic Growth Marketing Explained
(05:00) The Authentic Growth Marketing Maturity Matrix
(10:45) Differentiating Authentic Growth Methodology
(15:30) Benefits and Challenges for Private Equity Firms
(25:00) Building Brand Equity in Private Equity Investments
(30:15) Case Studies and Success Stories
(40:00) Key Takeaways
(45:00) Conclusion
Sponsors:
https://exceed320.com
https://www.marrininvestment.com/podcast
Hosted on Acast. See acast.com/privacy for more information.
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Unlock the secrets of effective referral generation in the private equity realm with Jeff, an expert in business networking and strategy. Discover a systematic approach to understanding referral dynamics and learn how to craft stories that resonate with potential referral sources. Dive into the nuances of building a robust referral network, the importance of accountability, and the strategic ranking of professional contacts. If you're looking to enhance your referral game and foster meaningful business relationships, this episode is a goldmine of insights!
Chapters:
(00:00) Introduction
(00:15) The Importance of Empathy in Referrals
(01:30) Six Stories Technique for Referral Success
(03:45) The Three Characters of Referrals
(06:00) Systematic Approach to Referrals and Networking
(08:15) The Impact of Storytelling in Referrals
(10:30) The Nike Approach to Referrals
(12:45) Accountability and Tracking in Referral Strategy
(15:00) Master Networkers and Their Secrets
(17:15) Introduction vs. Referral
(19:30) Ranking System for Referral Sources
(21:45) Creating a Referral Strategy Document
(24:00) Concluding Thoughts and Takeaways
Sponsors:
https://exceed320.com
https://marininvestment.com/podcast
Want to keep the conversation going?
Catch up with Jeff at https://www.thereferralnavigator.com/ and visit Leah at https://www.marrininvestment.com/ to learn more about private equity and subscribe to her newsletter so you never miss an episode.
Hosted on Acast. See acast.com/privacy for more information.
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In this insightful episode, Leah Berend, a private equity investor with a zeal for business growth, engages in an enlightening conversation with Jeff Tockman, a referral generation maestro. Together, they dissect the transformative role of referrals in bolstering private equity firms and fostering organic value within portfolio companies. Jeff imparts his wisdom on the strategic use of referrals, not just for client acquisition but also for team expansion. Tune in to learn how a systematic referral approach can accelerate deal flow and secure a more substantial ROI, all through the power of relationships and strategic storytelling.
Chapters:
(00:00) Introduction
(01:20) Jeff's Background in Referral Generation
(03:45) The Five Advantages of Referrals
(06:10) Implementing a Referral Strategy in Private Equity
(08:30) The Importance of Referrals in the Digital Age
(11:50) Building Relationships and the Future of Private Equity
(15:00) Referral Contributions to Organic Growth
(18:35) Success Stories and Strategies
(21:50) The Art of Storytelling in Referrals
(25:10) Expanding Your Referral Sources
(27:45) Conclusion and Future Discussions
Want to keep the conversation going?
Catch up with Jeff at https://www.thereferralnavigator.com/ and visit Leah at https://www.marrininvestment.com/ to learn more about private equity and subscribe to her newsletter so you never miss an episode.
Hosted on Acast. See acast.com/privacy for more information.
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Join Leah Berend from Marrin Investment Partners as she welcomes Nisheet Gupta, a seasoned CFO with a global career spanning nine countries, for an insightful discussion on the evolving role of the CFO in private equity. In this episode, Nisheet shares his personal journey, emphasizing the importance of cash management in small businesses and revealing strategies for fostering growth and driving transformation. He also delves into the impact of AI and ML on financial management and offers practical advice for businesses looking to leverage new technologies. Tune in to discover the future of private equity and how CFOs are shaping it.
Chapters:
(00:00) Introduction
(00:47) Nisheet Gupta's Background
(05:12) The Changing Role of the CFO
(11:34) Beyond Financial Management
(15:21) AI and Machine Learning Insights
(20:57) Talent Retention and the Future of AI
(24:43) Conclusion
Sponsors:
https://exceed320.com
https://www.marrininvestment.com/podcast
Hosted on Acast. See acast.com/privacy for more information.
