Horizon Search

In this episode, we have with us two extraordinary individuals, Rafaell Caldas and Zach Krumholz , co-founders of Long Horizon Partners . These ambitious Columbia MBA graduates took the leap immediately after graduation and plunged headfirst into starting a traditional search fund. Zach, a Yale grad, transitioned to the high-stakes environments of Goldman Sachs and Crestview Partners before joinin...

Joh Olson began his career in healthcare, starting as an operating room nurse and working his way up to upper administration. He retired from Stanford Healthcare after successfully contributing to the construction of a children's and adult hospital. As his wife led their e-commerce company, Joh joined as the COO and helped it grow. He then ventured into real estate, investing in residential an...

Emma Richmond is an experienced business professional with over 20 years of industry knowledge. Her career began in London, UK, where she specialized in PR and marketing. In 2004, Emma relocated to Vancouver and continued her work in PR and marketing. However, she soon ventured into entrepreneurship and co-founded a market research business that achieved impressive success. This endeavour provided...

Warren Jonas is a dynamic entrepreneur known for balancing business success with family life. He co-founded Wild & Stone, addressing environmental issues by transforming everyday items into sustainable products. Starting with eco-friendly toothbrushes, their catalog now boasts 110 products sold globally. Warren's marketing acumen and dedication to sustainability have driven the brand's...

While at Harvard Business School, Greg Geronemus discovered the concept of entrepreneurship through acquisition, particularly the search fund model. This idea resonated with him, as he saw it as a way to utilize his expertise in private equity and jumpstart his journey toward running his own business. He recognized that the chances of success were higher in this route. This discovery sparked a lov...

Shaun Stimpson is the CEO of Mitten Fluid Power Corporation , a distributor of hydraulic pneumatic and fluor connector products in upstate New York. He acquired the business in December 2022, following an extensive search for a business to buy. Prior to entering the fluid power industry, Stimpson spent over 20 years in the wealth management space, working as a financial advisor at Merrill Lynch, M...

Colin McWhinnie believes that many people have misconceptions about creativity, often associating it solely with idea generation. However, he argues that creativity is really about bringing ideas to life and ensuring they provide value. This unique perspective sparks inspiration and encourages others to see the importance of putting their thoughts into action. In this episode, we dive into the wor...

On this episode of Horizon Search podcast, we delve into the world of financing business acquisitions and unlocking dreams with an expert lender. Our guest is Lisa Forrest , Head Sponsor Finance/Search Fund Lending at Live Oak Bank , the number one SBA lender in the United States. Lisa shares her insights and experiences in helping entrepreneurs acquire companies. Exploring the business acquisitio...

John Baker leveraged his experience in healthcare real estate to found a boutique brokerage firm. In addition to his business ventures, John is also an inventor, holding a utility patent for the Cleanzy Sponge, a reusable bottle sponge designed to clean inside bottles and containers with lids. He encourages listeners to embrace uncertainty and insists on moving forward even without having all the...

In this illuminating podcast episode, we sit down with Stephanie Knight, a transformative leader in edtech strategy and consulting who is known for her intellectual curiosity and strategic mindset. A former McKinsey engagement manager, now managing partner of Vitalise Ventures and CEO of Kurated.ai . Stephanie is reshaping consulting norms and corporate communication with a more inclusive and effe...

Cordell Jacks is the CEO and Co-founder of Regenerative Capital Group , a firm that provides capital, training, and long-term support to purpose-driven entrepreneurs who acquire businesses to generate profit and societal impact. As an experienced social entrepreneur and award-winning leader, he is passionate about creating regenerative business practices and fostering impact leadership. Key Quotes...

In this episode, we're joined by Yvette Owo , the managing partner of YOLO Companies . Yvette shares her unique journey into entrepreneurship, starting from her childhood ventures to her current role as a business leader. She provides an insightful explanation of the concept of a holding company and how it differs from private equity. Yvette also discusses her decade-long experience at Accentu...

Keith Bootle, Operations Manager at Progressive Automations, shares his surprising professional journey and wisdom from sports theory. Starting with his transition from hydrology to business, Keith underscores the importance of relationships, problem-solving, and adaptability. Using the metaphor of "muscle confusion" for professional growth, he discusses the value of challenging oneself...

In this episode, we delve into the art of storytelling and its profound ability to evoke understanding, empathy, and change. Our guest is Heather Cowie, Manager of Community Engagement at the Alzheimer's Society of British Columbia, which focuses on initiatives to help people with dementia and their care partners engage with their communities. In her role at the Alzheimer’s Society of B.C., He...

In this episode of Horizon Search, we discuss the journey of a CEO who successfully sold his company and went on to invest in search funds. We explore the importance of thinking ahead and addressing critical gaps before selling a business and the benefits of frequent communication and leadership alignment. We also dive into the search fund model and how it can appeal to a variety of sellers. Tune...

Adam McLeod, Market Manager for Lucid Motors, discusses various topics related to leadership, employee motivation, and the automotive industry. He emphasizes the importance of having a clear mission to keep employees engaged and shares how his leadership has positively impacted employee retention. He highlights the significance of staying ahead of emerging trends and technologies. Adam also touche...

As a communications consultant for Vancity, Canada’s largest credit union, James Infante has played a pivotal role in shaping the organization’s messaging and fostering connections with clients and the community. In this episode, we delve into the strategies and techniques that have established him as a leading voice in the field. Join us as we learn from James how to navigate the complexities of...