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#31 Lower Middle Market Private Equity Explained: Founder Exits and Control with JJ Barto
JJ Barto of Broadwing Capital explains how lower middle market private equity actually works—partnering with founder-owned businesses, navigating first-time institutional capital, and creating value through disciplined execution rather than financial engineering.A grounded look at how durable lower middle market businesses are built, transitioned, and scaled—without relying on leverage-driven shortcuts or headline risk.
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WHAT WE COVER
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• Defining the LMM: Broadwing Capital’s $5M–$50M EBITDA investment thesis.
• The Founder Identity Crisis: Navigating the shift from sole owner to institutional partner.
• The "Soft Elbows" Philosophy: Balancing high financial IQ with operator-level humility.
• Deal Mechanics: Structuring equity rolls and the "second bite at the apple."
• Due Diligence Stress Tests: Surviving the 90-day Quality of Earnings (QofE) process.
• Value Creation Roadmaps: Aligning strategy and "exit states" before the deal closes.
• PE vs. Family Offices: Comparing capital structures and investor time horizons.
• The 70/30 Rubric: Why 30% industry nuance drives "rocket ship" growth.
• Macro Risk & Tariffs: How economic uncertainty suppresses buyer and seller expectations.
• The Human Capital Challenge: CEO cultivation and aligning Type A management teams.
• The Liberal Arts Edge: Why critical thinking and history outperform technical finance degrees.
• Platform vs. Add-on Strategy: When to pool regional firms into a "super-provider."
• LMM Evolution: The transition from the "Wild West" to a sophisticated asset class.
• Operational Discipline: Why consistent execution separates great investments from average ones.
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📱 CONNECT WITH US
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The Deal Table is Produced by Harper Belmont Media
Sponsored by: Capital Southwest | https://capitalsouthwest.com
Follow The Deal Table:
https://www.instagram.com/thedealtablepodcast/
https://www.linkedin.com/company/the-deal-table/
Follow Ryan Harper:
https://www.linkedin.com/in/ryansharper/
https://www.instagram.com/ryansharper/
Follow Lane Carrick:
https://www.linkedin.com/in/b-lane-carrick-65a728/
Sign up for the Deal Table Newsletter:
https://share.hsforms.com/1Tfx_WobCTPuXWenG1-69EQoavsd
#TheDealTable #privateequity #businessexitstrategy #valuecreation #capitalmarkets #mergersandacquisitions
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By Harper Belmont Media | Optima Mergers and AcquisitionsJJ Barto of Broadwing Capital explains how lower middle market private equity actually works—partnering with founder-owned businesses, navigating first-time institutional capital, and creating value through disciplined execution rather than financial engineering.A grounded look at how durable lower middle market businesses are built, transitioned, and scaled—without relying on leverage-driven shortcuts or headline risk.
━━━━━━━━━━━━━━━━━━━━━━━━━
WHAT WE COVER
━━━━━━━━━━━━━━━━━━━━━━━━━
• Defining the LMM: Broadwing Capital’s $5M–$50M EBITDA investment thesis.
• The Founder Identity Crisis: Navigating the shift from sole owner to institutional partner.
• The "Soft Elbows" Philosophy: Balancing high financial IQ with operator-level humility.
• Deal Mechanics: Structuring equity rolls and the "second bite at the apple."
• Due Diligence Stress Tests: Surviving the 90-day Quality of Earnings (QofE) process.
• Value Creation Roadmaps: Aligning strategy and "exit states" before the deal closes.
• PE vs. Family Offices: Comparing capital structures and investor time horizons.
• The 70/30 Rubric: Why 30% industry nuance drives "rocket ship" growth.
• Macro Risk & Tariffs: How economic uncertainty suppresses buyer and seller expectations.
• The Human Capital Challenge: CEO cultivation and aligning Type A management teams.
• The Liberal Arts Edge: Why critical thinking and history outperform technical finance degrees.
• Platform vs. Add-on Strategy: When to pool regional firms into a "super-provider."
• LMM Evolution: The transition from the "Wild West" to a sophisticated asset class.
• Operational Discipline: Why consistent execution separates great investments from average ones.
━━━━━━━━━━━━━━━━━━━━━━━━━
📱 CONNECT WITH US
━━━━━━━━━━━━━━━━━━━━━━━━━
The Deal Table is Produced by Harper Belmont Media
Sponsored by: Capital Southwest | https://capitalsouthwest.com
Follow The Deal Table:
https://www.instagram.com/thedealtablepodcast/
https://www.linkedin.com/company/the-deal-table/
Follow Ryan Harper:
https://www.linkedin.com/in/ryansharper/
https://www.instagram.com/ryansharper/
Follow Lane Carrick:
https://www.linkedin.com/in/b-lane-carrick-65a728/
Sign up for the Deal Table Newsletter:
https://share.hsforms.com/1Tfx_WobCTPuXWenG1-69EQoavsd
#TheDealTable #privateequity #businessexitstrategy #valuecreation #capitalmarkets #mergersandacquisitions