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Ep. 170: Alex (@Aebridgeman) is joined by Aaron Perrine (@AaronPerrine) and Kevin Oxendine (@KevinOxendine).

Today's episode is the first in our new seven-episode series titled Launch Series, in collaboration with Trilogy Search Partners and Pacific Lake Partners. This series is meant to be a guide to preparing a search entrepreneur for their upcoming CEO role, the next major step in their career. Our episodes will focus on topics such as starting up a search, deal structuring, seller relationships, first hundred days, governance, and much more.

This first episode focuses on conducting effective industry research with guests Aaron Perrine and Kevin Oxendine, Partners of Trilogy and Pacific Lake, respectively.

Listen weekly and follow the show on Apple Podcasts, Spotify, Google Podcasts, Stitcher, Breaker, and TuneIn.

Learn more about Alex and Think Like an Owner at https://tlaopodcast.com/

Links:

Aaron on LinkedIn

Kevin on LinkedIn

Trilogy Search Partners

Pacific Lake Partners

Grata

Listen to last year's Trilogy Search Series on Spotify

Timestamps:

(00:02:40) Kevin and Aaron's background and careers

(00:04:37) How Searchers are approaching Industry research and focus

(00:19:17) Evaluating M&A activity in an industry

(00:24:56) Characteristics or factors that remove industries from consideration for investment

(00:31:31) Finding Industry experts

(00:36:54) How Searchers can best tell their own story

(00:42:09) The process of doing online research before getting on the phone with owners

(00:45:50) Writing a phenomenal PPM

(00:49:14) Tools for Searchers Doing Industry Research

(00:51:12) Different Levels of Industry Research