ATLalts

The Exit Playbook: How to Sell a Business the Right Way Every business owner expects the exit to be the finish line. But for most, it's the moment they're least prepared for. In the third and final episode of the ATL Alts Business Owner Masterclass, host Andres Sandate and Brad Gunter (Founder & CEO, High Point Advisory Group) go deep into the sell-side playbook -- covering everything RIAs nee...

The Forgotten Chapter: Operating a Business Like an Institution Most conversations in wealth management focus on two events: buying a business and selling one. But the years in between -- the operating chapter -- are where 90% of the value is created or destroyed. In Episode 2 of the ATL Alts Business Owner Masterclass, host Andres Sandate sits back down with Brad Gunter, Founder & CEO of High...

Introducing our three-part masterclass for RIAs advising business owner clients: From Acquisition to Exit: The Comprehensive Guide for RIAs and Business Owners Part 1 of 3: The Hidden Asset Class: A Framework for Buying a Business Most RIAs treat their client's operating business as a black box — reviewing it only when a liquidity event is imminent. But for business owners in the lower middle mark...

What do you tell a client sitting on a multi-million-dollar position in a pre-IPO company who needs liquidity today but doesn't want to sell and forfeit the upside? For most wealth advisors, private bankers, and RIAs, the honest answer has been "there isn't a great option." Ian Leisegang, CFA, Managing Partner of 3Spoke Capital , has spent the last 15 years building one with his fellow Managing Pa...

Launched in 2019, Coromandel Capital offers flexible, non-dilutive, growth-oriented asset-based lending solutions to businesses in specialty finance, fintech, and technology-enabled sectors that generate predictable, recurring revenue. As one of the few non-bank lenders specializing in small-ticket debt capital solutions, Coromandel Capital and similar entities—willing to provide financings below...

Brian Seidensticker and Kiah Hochstetler discuss how they built Mount North Capital, a Last Best Partners portfolio company, into a data-driven, technology-enabled real estate investing platform that enables passive real estate investors to access the tax sale investment marketplace. The firm has strategically positioned itself to capture opportunities during economic slowdowns or downturns, as th...

The podcast episode serves as an in-depth exploration of the multifamily investment landscape in Phoenix, featuring insights from Ben Leybovich, co-founder of WhiteHaven. The discussion commences with a contextual overview of Phoenix as a compelling MSA for multifamily investments, emphasizing the city's exponential population growth and the resultant demand for housing. Leybovich details how demo...

This timely ATLalts podcast episode highlights the multifaceted landscape of private credit and alternative investment solutions, with a particular emphasis on the strategic considerations necessary for optimizing portfolio allocations in an increasingly volatile market environment. Our guest, Brook Scardina, Managing Partner - Capital Markets & Investments at Oak Real Estate Partners, brings...

This episode of ATLalts features an AI focused conversation with the founders of venture growth equity firm Quartus Capital Partners, co-led by Founder, Managing Partner, and CIO, Al Tarar and Partner, Rizwan Muhammad. Quartus invests in growth-stage AI and technology ventures and aims to transform them into market leaders by applying extensive growth and performance improvement expertise. A speci...

On this episode of the ATLalts podcast we explore the burgeoning opportunities in middle market private equity, particularly within the manufacturing sector in the United States, as articulated by the founders of Del Cam Capital. Joining us on the episode are Richard Gibble, Managing Director and Partner, Stephen 'Steve' Trotta, Managing Partner, and Stuart Chanin, Managing Director and Partner. I...

The podcast features a deep dive into the world of small business acquisitions, highlighting the significant opportunity presented by the ongoing transfer of ownership from retiring Baby Boomers. What is acquisition entrepreneurship? It is the practice of searching for and buying established, profitable small businesses - usually from a retiring owner. Fruition Capital invests in these businesses....

Drew Holley, Managing Partner of BIS Benefits, emphasizes the critical importance of employee benefits and health insurance in today's competitive business landscape, where retaining top talent is paramount. With a focus on serving clients with excellence, BIS Benefits has evolved into a one-stop shop for group health and business insurance since its inception in 1997. Drew shared how investing in...

Unlocking financial value through alternative credit is a central theme in this engaging conversation with Sreeni Prabhu, co-founder, Managing Partner, Co-CEO, and Group Chief Investment Officer at Angel Oak Capital. With a keen focus on the structured credit space, Sreeni discusses how Angel Oak, one of the largest securitizers of non-qualified mortgages in the nation, skillfully navigates market...

The primary focus of this discourse revolves around the intricate dynamics of life settlements as an alternative asset class with our guest Jay Jackson, the Chairman and CEO of Abacus Life. We embark upon a comprehensive exploration of the uncorrelated nature of life insurance products, which stand in stark contrast to traditional investment vehicles, thus presenting an opportunity for diversifica...

Marissa Kim is Head of Asset Management at Abra Capital Management (ACM), a SEC-registered investment advisor and subsidiary of Abra , a global platform for digital asset prime services and wealth management. In April 2024, Abra announced the launch of Abra Private (led by Marissa), which provides HNWIs, financial advisors, trusts, and family offices with a comprehensive suite of digital asset &am...

The salient point of this discourse revolves around the critical role that alternative investments, particularly through the lens of Crystal Capital Partners, play in diversifying portfolios and enhancing risk-adjusted returns for financial advisors and their clients. We engage with Alan Strauss, a senior partner and head of investor relations, who elucidates the evolution of his firm from a hedge...

Howard Abrahams is an entrepreneur and founder of Morewood Funding, which handles complex situations for companies looking for debt financing and loans. After earning his BA from Binghamton University and Juris Doctorate from the Benjamin Cardozo School of Law, he spent 25 years on Wall Street at major investment firms like MAN Group working with complex investment strategies. Morewood Funding hel...

Ron Geffner, Partner, Sadis Ron is a founding member of the firm’s Executive Committee and also oversees the Financial Services group. He regularly structures, organizes and counsels private investment vehicles, investment advisory organizations, broker-dealers, commodity pool operators and other investment fiduciaries. Ron also routinely counsels clients in connection with regulatory investigatio...

XAI is focused on closed-end funds and helps clients build permanent capital vehicles including U.S. Listed CEFs, Interval Funds, CEF/REITs, London Listed Investment Companies, Tender Offer Funds and Auction Funds. XAI Consulting clients leverage XA's experienced team to launch innovative closed-end funds (CEFs) in traditional and alternative asset classes. In this interview, Kimberly and I walk t...

My guest on ATLalts was Chief Investment Officer and Co-founder of Three Bulls Capital LLC Michael Liss. Three Bulls Capital is a real estate investment company focused on a community-driven investing approach to single family housing in former textile milling towns in Georgia. Three Bulls Capital focuses specifically on Middle Georgia communities where it can revitalize workforce housing neighbor...

Robert Swarthout's LinkedIn Bio Robert Swarthout has founded multiple technology companies during his career and his latest venture is running an investment firm called Teton Crypto Capital. Teton is focused on commercial utility in the alternative token marketplace. As one of the few managers running a digital assets firm who probably doesn't own Bitcoin or Ethereum, to call Robert a contrarian i...

Cascade is a fintech platform democratizing access to institutional debt. Co-Founder & CEO Mike Shum and Co-Founder and COO Kyle Meade built a platform to help companies streamline complicated and time-consuming debt processes. Whether raising debt for the first time, or already using multiple debt facilities, Cascade can help. Cascade website Mike Shum's LinkedIn On this episode of ATLalts, M...

Trilogy Investment Co website Jason Joseph Bio Jason Joseph LinkedIn Link to First Interview with Jason Joseph on ATLalts in 2021

Michael Maroon's LinkedIn page Glasfunds website GLASfunds offers a digital and operational access point, bringing research, sourcing and reporting under one roof, driven by the idea that alternative investing should be streamlined yet customizable. From finding the ideal investment manager to receiving consolidated reporting through its best-in-class organizational framework, the GLASfunds platfo...

17 Things to consider as you originate your first loans and begin building a tape Check out the Specialty Finance Blog at Sandate. Substack.com Host Andres Sandate email andres@atlalts.com X - @aesandate LinkedIn - https://www.linkedin.com/in/sandate/ www.endurancestrategies.com