In this episode of Family Office Fundamentals, we feature highlights from a fireside chat at the SBIA National Summit for Middle Market Funds moderated by Tim Rafalovich, Head of Fund Investing at Wells Fargo. The panel includes Zev Zaretsky (Sierra Capital), David Demeter (Managing Director, Davidson College Endowment), Alex Abell (Managing Partner, RCP Advisors), and Tyson Smith (Partner, Tecum Capital).

This episode digs right into insights from the recent IPC White Paper on historical SBIC returns. We've curated the most compelling moments from the hour-long discussion, covering topics such as historical returns, market challenges, the SBIC investing landscape, historical losses, and other thought-provoking observations. Perfect material for sparking conversation at your holiday dinner table!

Please find the IPC Report here --> "The Performance of Small Business Investment Companies".

The content provided in this podcast is for informational purposes only and should not be construed as investment advice. The views and opinions expressed by the author and speakers are their own and do not necessarily reflect the views of Family Office Fundamentals or its affiliates. Listeners are encouraged to conduct their own research and consult with financial professionals before making any investment decisions.

Capitala Group specializes in providing private credit and private equity financial solutions for long-term growth, working closely with management teams, business owners, financial sponsors, and independent sponsors. They tailor each investment to meet their clients' unique needs, aiming to add value and support their goals.

Joe Alala, founder of Capitala Group, brings a wealth of experience and strategic vision to the firm. Established in 1998, Capitala has been delivering private credit and private equity capital to lower middle-market small businesses across North America for over twenty years. With over $2.2 billion invested in small businesses, Capitala is committed to responsible investing and supporting social impact initiatives.

This episode offers valuable insights for investors, entrepreneurs, and family office professionals, shedding light on the evolving landscape of private credit and private equity investing. Tune in to learn about Capitala’s investment approach and Joe's perspective on fostering growth and creating lasting impact in the business community.

The content provided in this podcast is for informational purposes only and should not be construed as investment advice. The views and opinions expressed by the author and speakers are their own and do not necessarily reflect the views of Family Office Fundamentals or its affiliates. Listeners are encouraged to conduct their own research and consult with financial professionals before making any investment decisions.

• TZP Group is a lower middle market buyout firm led by founding partner Sam Katz in New York.
• The firm manages approximately $2 billion across its family of funds.
• TZP focuses on control, growth equity, and structured capital investments in technology, business services, and consumer companies.
• Founded in 2007, TZP targets companies with solid historical performance and sustainable value propositions.
• TZP aims to be a "Partner of Choice" for business owners and management teams, providing strategic and operational guidance.
• Sam Katz has a diverse career background, including roles at Drexel Burnham Lambert, The Blackstone Group, and various leadership positions at Cendant Corporation before founding TZP Group in 2007.

The content provided in this podcast is for informational purposes only and should not be construed as investment advice. The views and opinions expressed by the author and speakers are their own and do not necessarily reflect the views of Family Office Fundamentals or its affiliates. Listeners are encouraged to conduct their own research and consult with financial professionals before making any investment decisions.

• Escalate Capital Partners specializes in providing senior debt, structured financing, and growth equity to rapidly growing later-stage companies in technology, software, services, and healthcare sectors.
• Tony Schell, a founding partner at Escalate, brings a wealth of experience from his tenure at Comerica Bank and its predecessor, Imperial Bank, where he managed the Technology and Life Sciences division.
• Tony's background in corporate finance at The Sabre Group and Coopers & Lybrand, as well as commercial lending roles at MBank Dallas and First Gibraltar Bank, informs his expertise in portfolio management and fund oversight.
• Escalate's investment approach focuses on providing enduring and stable capital tailored to each company's unique needs, minimizing dilution to management and equity holders.
• With over 100 years of combined investment experience and a track record of investing in over 500 companies, Escalate represents a strategic partner for businesses seeking capital to accelerate growth.
• This episode offers actionable insights for investors, entrepreneurs, and family office professionals, shedding light on the evolving landscape of private credit and growth equity investing.

The content provided in this podcast is for informational purposes only and should not be construed as investment advice. The views and opinions expressed by the author and speakers are their own and do not necessarily reflect the views of Family Office Fundamentals or its affiliates. Listeners are encouraged to conduct their own research and consult with financial professionals before making any investment decisions.