Pencils Down

In this special episode, our guest host and Finalis’ CTO, Guido Barosio turns the table and interviews me, Federico Baradello, founder and CEO of Finalis. We discuss my journey into entrepreneurship, a personal look into my background, and lessons I have learned along the way. 

Website: https://finalis.com/ (https://finalis.com/)

Emanuel Pleitez is co-founder of East Los capital, a Los Angeles based tech enabled lower middle-market private equity fund.

Emanuel started his career in finance as a banker at Goldman Sachs. He parlayed that into a career in politics, in public policy at the highest levels before diving back into investing.

We discuss his journey to private equity, how he differentiates East Los Capital from the competition and how he sees technology impacting the investing space. Websites: https://eastloscap.com/ (https://eastloscap.com/), https://www.finalis.com/ (https://www.finalis.com/)

Silvio Pupo is managing director and CEO at Logos Capital, a global investment bank based in Miami. Silvio started his career in banking at Citigroup and spent the better part of the last decade working on project finance and economic development initiatives in the US and across the world. We sat down to discuss his journey into banking, how he differentiates Logos Capital from the competition, and how he sees the role of a global investment bank catalyzing social impact.  Websites: https://www.logoscapital.io/, https://www.finalis.com

Vitaly Golomb is Managing Partner at GS Capital, a global investment bank based in Silicon Valley.  Prior to launching the firm in 2018, Vitaly was Founding Partner & Global Evangelist at HP Tech Ventures and served as a C-Suite executive and Founder for multiple Bay Area technology businesses.  We sat down to discuss his journey into M&A, how he differentiates GS Capital from the competition, industries that he’s excited about and tracking this year, and what he thinks distinguishes Silicon Valley as a dealmaking ecosystem.

About GS Capital: Founded in 2018 in San Mateo, California, GS Capital is a boutique advisory focused on mergers and acquisitions, growth capital and private placements, and corporate venture advisory.

Websites: https://www.gscap.co/, https://www.finalis.com

Michael Lamm is Co-Founder and Managing Partner at Corporate Advisory Solutions, a merchant bank with offices in Philadelphia and Chevy Chase, Maryland.  Prior to launching the firm seven years ago, Michael was a Director at the Kaulkin Ginsberg Company and also co-Founded the U.S.-Israel Business Exchange.  We sat down to discuss his journey into M&A, important lessons he’s learned along the way, opportunities to tech-enable more of the ibanking business, and trends he’s tracking this year.

About Corporate Advisory Solutions: Founded in 2013 by Michael Lamm and Mark Russell with offices in Philadelphia and Chevy Chase, Maryland, CAS provides M&A, compliance, valuation and strategic advisory services to the outsourced business services arena.    

Websites: https://corpadvisorysolutions.com/, https://www.finalis.com

Lowell Ricklefs is the Managing Partner of Traction Advising, a Seattle-based boutique sales and marketing and M&A advising firm that's focused on SaaS businesses.  We sat down to discuss his career journey, how he thinks we can better align incentives in an M&A process, advice he’d give a start-up CEO considering an exit, and how he differentiates Traction Advising in a competitive landscape.

About Traction Advising: A premier Seattle-based boutique M&A firm focused on B2B SaaS companies with $5-$20M ARR.  The firm provides high touch advising and limits itself to 2-3 transactions per year with a focus on quality over quantity.  

Websites: https://www.tractionadvising.com/, https://www.finalis.com

David Willard is the founder and managing partner of 52 Capital Partners, headquartered in Silicon Valley.  He sat down with me to share his career path, his journey into launching his own boutique advisory, how he differentiates 52 Capital Partners from the competition, Asia-Pacific/China deal flow, and advice he’d give to investment bankers looking to launch their own boutique advisory.

About 52 Capital Partners: An independent strategic advisory firm exclusively focused on providing strategic and business advice in connection with private mergers and acquisitions and other strategic transactions.

Websites: https://www.52capitalpartners.com/, https://www.finalis.com

Aurelio "Al" Salas is Founder and Managing Principal of Cypress Capital Advisors, a boutique M&A advisory based in Miami, Florida.  We sat down to discuss his career journey from bulge bracket banks in NYC to launching Cypress in his hometown of Miami in 2002, his perspectives on the evolving Miami and LatAm private market deal ecosystems, and advice he wishes he had heard when launching Cypress.  

About Cypress: A trusted advisor to entrepreneurs, business-owning families and the successful founder-led enterprises they own and operate. Expertise in corporate strategy, M&A, equity and debt financings, capital markets, and the management and assessment of illiquid direct investments in private equity, venture capital, and real estate.

Websites: https://www.cypressadvisors.net/, https://www.finalis.com

Alex Koles is CEO, Founder and Managing Director of Evolve Capital Partners, a specialized investment bank based in NYC focused on businesses that operate at the intersection of financial services and technology (FinTech).  We sat down to discuss his journey into investment banking, his perspective on evolving trends within banking and fintech spaces, and how he sees technology improving investment banking.

Websites: Evolve Capital Partners (https://www.evolve-capital.com/), Finalis (https://www.finalis.com)

Host Federico Baradello (Founder & CEO, Finalis) announces a new podcast covering the private markets deal landscape.

Visit us on our Medium Page (https://www.medium.com/finalis) or webpage (https://www.finalis.com) for more details.