The Future of Private Equity

In this episode, Michelle Thomas shares how self-directed IRAs give passive investors access to private equity deals, outlining the benefits, rules, and future of this powerful investment tool.  Disclaimer:  This discussion is for educational purposes only and not investment, tax, or legal advice. Please consult your advisor before making investment decisions. Hosted on Acast. See acast....

In this episode of The Future of Private Equity Podcast, host Leah Berend, CPA, sits down with Rocky Gor, a portfolio management veteran and founder of CapX, to explore how innovation is transforming capital markets. With decades of experience in corporate banking, Rocky shares how his career led him to build CapX, a platform designed to streamline access to private equity and eliminate barriers b...

In this episode of The Future of Private Equity Podcast , host Leah Berend, CPA, is joined by Tim Butler, a software industry leader and co-founder of Portage X, who brings firsthand insights into company culture, AI adoption, and leadership challenges in today’s business landscape. Tim shares eye-opening stories, including his experience in one of the most extreme company cultures—where tensions...

In this episode of  The Future of Private Equity Podcast , host Leah Berend interviews Craig Bunker, a former professional lacrosse player turned private equity leader at Tonka Bay Equity Partners. With over seven years of experience in private equity, Craig brings a unique perspective shaped by his athletic background and hands-on approach to leadership. Craig shares how his time in competit...

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 address...

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...

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...

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 a...

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 hel...

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 ens...

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 intern...

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...

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 ranki...

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,...

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 t...