Masters in Small Business M&A

Private Credit Arrives in the Lower Middle Market: A Conversation with Bridgepoint’s Matt Plooster


Listen Later

Today’s guest is Matt Plooster, founder and CEO of Bridgepoint, a boutique investment bank based in Omaha, Nebraska. We start the conversation with a background on private credit and its origins. From there we proceed to cover its growth, its arrival in the lower middle market, and how business owners can think about its features, risks, utility and applicability. We close out the conversation by getting into specific lower middle market transactions where private credit has been central to the outcome. 

Discussion points: 

  • The rise of private credit in the private market 
  • How non-bank financing has evolved post-2008 crisis 
  • Mezzanine vs. unitranche debt 
  • Comparing private credit to traditional bank lending 
  • Non-control transaction success with private capital 
  • Case study demonstrating the effectiveness of buyout transactions 
  • Long-term engagement benefits 
  • The appeal of fewer covenants and no personal guarantees 
  • Crucial role of pre-market quality of earnings 
  • Private credit's future potential for market inefficiencies 
  • Masters in Small Business M&A is produced by the team at Axial (www.axial.com). Axial makes it easy for small business owners to confidentially discover, research, and connect with top-ranked M&A advisors and capital partners. Masters in Small Business M&A explores the vast world of small business acquisitions, interviewing a mix of proven and emerging owners, operators, acquirers, and M&A advisors whose strategies and methods are being put to the test. 

    If you enjoy the podcast, we’d love a review on Apple or Spotify. If you’d like to go deeper, head to Axial.com, where there are dozens of recorded Axial member roundtables, downloadable tools for dealmakers, quarterly lower middle market investment banking league-table rankings, and other useful information. If you’re a business owner, professional acquirer, or M&A advisor, you can start using Axial for free at Axial.com. 

    Click the link below to join the podcast newsletter list. We’ll notify you when a new episode is published. And if you have an interesting guest in mind, feel free to drop us a line.  

    Subscribe to Masters in Small Business M&A 

    Resources: 

    Matt Plooster LinkedIn 

    Bridgepoint Investment Banking 

    Peter Lehrman LinkedIn 

    Axial Website  

    ...more
    View all episodesView all episodes
    Download on the App Store

    Masters in Small Business M&ABy Peter Lehrman

    • 4.8
    • 4.8
    • 4.8
    • 4.8
    • 4.8

    4.8

    13 ratings


    More shows like Masters in Small Business M&A

    View all
    Built to Sell Radio by John Warrillow

    Built to Sell Radio

    208 Listeners

    Founders by David Senra

    Founders

    1,877 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,315 Listeners

    M&A Science by Kison Patel

    M&A Science

    123 Listeners

    Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

    Capital Allocators – Inside the Institutional Investment Industry

    802 Listeners

    Focused Compounding by Andrew Kuhn and Geoff Gannon

    Focused Compounding

    270 Listeners

    The Acquirers Podcast by Tobias Carlisle

    The Acquirers Podcast

    306 Listeners

    My First Million by Hubspot Media

    My First Million

    2,619 Listeners

    Acquisitions Anonymous - #1 for business buying, selling and operating by Bill D'Alessandro, Mills Snell, Heather Endresen, and Michael Girdley

    Acquisitions Anonymous - #1 for business buying, selling and operating

    243 Listeners

    The Private Equity Podcast, by Raw Selection by Alex Rawlings

    The Private Equity Podcast, by Raw Selection

    30 Listeners

    Business Breakdowns by Colossus | Investing & Business Podcasts

    Business Breakdowns

    346 Listeners

    Acquiring Minds by Will Smith

    Acquiring Minds

    249 Listeners

    Action Academy | Replace The Job You Hate With A Life You Love by Brian Luebben

    Action Academy | Replace The Job You Hate With A Life You Love

    693 Listeners

    Moneywise by Hampton

    Moneywise

    643 Listeners

    Think Big, Buy Small by Harvard Business School

    Think Big, Buy Small

    30 Listeners