Kayana Remote Professionals

As the Deal Turns

Business EN ↓ 4 episodes

Every acquisition tells a story. As The Deal Turns brings high-stakes business deals to life through AI-powered dramatizations. Then, host Chris Nolte and a crew of operators, investors, and deal junkies hit pause to break it all down. Together, they dissect the turning points, debate the decisions, and reveal the human motivations behind the money. This isn’t just a podcast about deals—it’s the theater of capital, decoded

Author

Kayana Remote Professionals

Episodes

Roll, Sell, or Buy? The Decision Matrix Every Operator Eventually Faces 03.12.2025 22:26

The rookie operator is now the veteran. In this episode of As The Deal Turns, Chris Nolte breaks down the "War of Attrition"—how sometimes the best career strategy isn't being the smartest, but simply being the last person standing. Listen to eh episode so you too can analyze the pivotal moment when an operator realizes they hold the leverage, and the specific risks of partnering with Family Offic...

Bolt-On Acquisition — North Shore: Buy vs. Build in Private Equity 05.11.2025 18:32

In this episode, host Chris breaks down one of private equity’s most defining decisions — when to buy, when to build, and when to walk away. Monroe Family Capital’s portfolio company, Iron Air, has transformed its business since acquisition, driving its multiple from 6.5x to 4.5x through disciplined operations. Now, the team sets its sights on North Shore Climate Services (NCS) — a premier HVAC co...

Private to Private Equity 10.10.2025 26:14

Iron Air Services Private to Private Equity. The Operator's Dilemma: Aligning Incentives and Unlocking Value In this episode, host Chris Nolte dives into the human side of a private equity acquisition of a Chicago-based HVAC company. As Monroe Family Capital takes the reins, the management team is forced to confront a new reality of professional ownership. Chris unpacks the starkly different react...

The Transformation Premium: is it Foresight or Fantasy? 01.08.2025 26:15

What happens when an unfunded sponsor pitches a $15M offer for a company making just $600k in EBITDA? Episode 1 of Behind The Deal, “The Transformation Premium,” unpacks this fictional yet all-too-real PE scenario. In this episode, Chris dissects:-Why overpaying for potential can be a dangerous PE move.-How AI, automation, and outsourcing could turn a struggling 401k administrator into a market le...