Pencils Down

Lowell Ricklefs is the Managing Partner of Traction Advising, a Seattle-based boutique sales and marketing and M&A advising firm that's focused on SaaS businesses.  We sat down to discuss his career journey, how he thinks we can better align incentives in an M&A process, advice he’d give a start-up CEO considering an exit, and how he differentiates Traction Advising in a competitive landsc...

David Willard is the founder and managing partner of 52 Capital Partners, headquartered in Silicon Valley.  He sat down with me to share his career path, his journey into launching his own boutique advisory, how he differentiates 52 Capital Partners from the competition, Asia-Pacific/China deal flow, and advice he’d give to investment bankers looking to launch their own boutique advisory. About 52...

Aurelio "Al" Salas is Founder and Managing Principal of Cypress Capital Advisors, a boutique M&A advisory based in Miami, Florida.  We sat down to discuss his career journey from bulge bracket banks in NYC to launching Cypress in his hometown of Miami in 2002, his perspectives on the evolving Miami and LatAm private market deal ecosystems, and advice he wishes he had heard when launching Cypre...

Alex Koles is CEO, Founder and Managing Director of Evolve Capital Partners, a specialized investment bank based in NYC focused on businesses that operate at the intersection of financial services and technology (FinTech).  We sat down to discuss his journey into investment banking, his perspective on evolving trends within banking and fintech spaces, and how he sees technology improving investmen...

Host Federico Baradello (Founder & CEO, Finalis) announces a new podcast covering the private markets deal landscape. Visit us on our Medium Page (https://www.medium.com/finalis) or webpage (https://www.finalis.com) for more details.