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Private Equity Profits episodes
- Ep. 22 Opportunities Revealed - Record-Breaking Activity in M&A and Private Equity
Opportunities Revealed - Record-Breaking Activity in M&A and Private Equity
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 022 Beatrice Mitchell
Beatrice is a Co-Founder and Managing Director of Sperry, Mitchell & Company, an investment banking boutique which specializes in arranging the sale or merger of private mid-market companies. She also co-owns Percival Scientific, a leading Iowa-based manufacturer of biological incubators and plant growth chambers. She is on the Board of Managers at Haverford College, on the Board of ICD – The Institute for Career Development, and Vice Chair of the Board of Governors of Off the Record, a foreign policy forum.
Beatrice has been a lecturer at the Columbia University Graduate School of Business, the Stern School of Business at New York University and the Darden Graduate School of Business at the University of Virginia. She has been widely quoted in the financial and business press, including The Wall Street Journal, The New York Times, Financial Times, Forbes, Fortune, Business Week, Crain’s, USA Today, CNN and National Public Radio. Beatrice has been a featured speaker at numerous industry conferences and forums, including Bloomberg Breakaway Summit, ACG New York’s Annual Women’s Leadership Summit, and Kayo Women’s Private Equity Summit. She has consistently been recognized as one of The Most Influential Women in Mid-Market M&A by Mergers & Acquisitions.
Beatrice is the co-author of The Complete Guide to Selling Your Business, which is in its third edition and is also published in Chinese. Beatrice received a B.A. from Yale University and an M.B.A. from the Columbia University Business School.
Listen to this informative Private Equity Profit episode with Beatrice Mitchell about record-breaking activity in M&A and Private Equity.
Here are some of the beneficial topics covered on this week’s show:
● The likely changes to capital gains taxes coming at the end of the year
● The unprecedented activity in mergers and acquisitions
● The effects of the pandemic on a business owner’s motivation to sell
● The opportunities presented by private equity being so flush with cash
● What makes now an excellent time to sell your business
Connect with Beatrice:
Links Mentioned:
sperrymitchell.com
Email:
Connect with Seth:
Connect with Cliff
Website
investmentcapitalgrowth.com
Email
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20 min - Ep. 21 The Way of the Wall Street Warrior - Thirty years of lessons from Wall Street and Silicon Valley
The Way of the Wall Street Warrior - Thirty years of lessons from Wall Street and Silicon Valley
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 021Dave Liu
Dave is author of The Way of the Wall Street Warrior: Conquer the Corporate Game Using Tips, Tricks, and Smartcuts. He’s a 30-Year Veteran of Wall Street and Silicon Valley and entrepreneur who has started multiple companies, advisor who has raised over $15 billion, and investor in multiple billion dollar “unicorns.” Dave started his investment banking career at Goldman Sachs and then joined the fledgling investment bank, Jefferies, when it had less than 200 employees. Today, Jefferies is a multi-billion-dollar public company and one of the world’s leading investment banks.
Dave has completed deals for hundreds of clients including IBM, Google, Microsoft, Sony, Yahoo!, and Yelp. Dave completed the Management & Technology Program at the University of Pennsylvania where he received a Bachelor of Science in Systems Science and Engineering (concentrations in Manufacturing and Robotics), and a Bachelor of Science in Economics (concentration in Finance) from the Wharton School. Dave also attended Harvard Business School where he received his Master's in Business Administration.
Dave was born with a severe case of a bilateral cleft lip and palate. He underwent almost a dozen surgeries throughout his childhood which left numerous scars on his face. He overcame hearing and speech impediments common to cleft children and has dedicated his life to helping disadvantaged communities. Net proceeds from this book will go towards charities such as Smile Train, which provides surgeries to children born with clefts, Asian Americans, and other disadvantaged groups.
Listen to this informative Private Equity Profit episode with Dave Liu aboutlessons learned from a thirty-year career on Wall Street and Silicon Valley.
Here are some of the beneficial topics covered on this week’s show:
● How quick a career on Wall Street can expose you to high-level executives
● The strength and resilience a challenge can give to an individual to contribute to their success
● Rising to the top and overcoming disadvantages by acquiring a greater understanding of what motivates those around you
● The advantages of gender and ethnic diversity in the corporate world
● The obligation to help others that comes along with success
● The uncharted territory in regard to chasing yields that the market is in
Connect with Dave:
Links Mentioned:
https://liucrative.co/
Connect with Seth:
Website
https://marketdominationllc.com/
Email
Connect with Cliff
Website
https://www.investmentcapitalgrowth.com/
Email
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47 min - Ep. 20 Strategically Allocating Your Investments To Ensure Solid Growth
Spreading Your Money Around to Make Things Grow
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 020Jeremy Britton
Holding 25 years of experience in financial planning, entrepreneurship and financial markets. Jeremy is a value investor who loves innovative technology and systems which help people to have a better life.
Award-winning best-selling author of several books on finance and business, Jeremy was one of only four people who predicted the 9/11/2001 market crash and the 2008 GFC; up to two years before they occurred.
Aside from reading audited company reports and whitepapers, Jeremy is a keen meditator who enjoys health, "true wealth" and life balance.
Listen to this informative Private Equity Profit episode with Jeremy Britton aboutspreading your money around to make things grow.
Here are some of the beneficial topics covered on this week’s show:
- The lifelong relationship you can build with a client by managing their money
- The core and satellite approach to managing funds
- The amazing opportunities and risks of investing in cryptocurrency
- The importance of diversifying your investments
- The entrepreneurial and investing skills that education can give to anyone, anywhere
Connect with Jeremy:
Links Mentioned:
https://www.bostontrading.co/
cryllionaire.com
Guest Contact Info:
Email
Connect with Seth:
Website
https://marketdominationllc.com/
Email
Connect with Cliff
Website
https://www.investmentcapitalgrowth.com/
Email
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27 min - Ep 19 Investing in Women in Leadership
Investing in Women in Leadership
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 019 Patricia Lizarraga
Patricia Lizarraga is the managing partner of Hypatia Capital, a private equity firm focused on sponsoring female CEOs in both growth equity and buyout transactions. Hypatia Capital’s deal size ranges from the lower-middle to larger transactions, with collaboration with larger private equity funds. The CEO-level executive network consists of 500+ executives, of which over 25% serve on public boards.
Patricia has over 25 years of investment banking experience at firms including Allen & Company, Citigroup, Credit Agricole, Donaldson, Lufkin & Jenrette and Santander Investment. She serves on the board of directors Credicorp, Ltd. (NYSE: BAP), where she is a member of the Audit Committee, as well as the board of Banco de Credito del Peru, the country's largest bank. Ms. Lizarraga serves as a Trustee of the Museum of Art of Lima Peru. She was previously President of the Privatization Committee of the Toll Roads of Peru.
Listen to this informative Private Equity Profit episode with Patricia Lizarraga about investing in women in leadership.
Here are some of the beneficial topics covered on this week’s show:
- The importance of balanced leadership and what more voices at the table can bring
- Implicit bias in the corporate world and how it makes women out-performers
- How the right data presented the right way can attract capital
- Creating products for investors that care about gender balance
- The ability within yourself to make changes to the things you don’t like
Connect with Patricia:
Links Mentioned:
https://hypatiacapital.com/
Guest Contact Info:
Email
Connect with Seth:
Website
https://marketdominationllc.com/
Email
Connect with Cliff
Website
https://www.investmentcapitalgrowth.com/
Email
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29 min - Ep 18 Success in Commercial Real Estate Investing
Success in Commercial Real Estate Investing
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 018Dave Seymour
After 16 years as a firefighter and paramedic, Dave Seymour launched his career, rapidly becoming one of the Nation’s top real estate investors. Within his first few years, Dave had transacted millions of dollars of real estate and had become one of the Nation’s leading experts in both residential and commercial transactions. His unabridged passion for business and real estate put him on the radar of A&E television network as well as multiple news organizations like CBS, ABC, CNBC, FOX News, and CNN. New York Times reported that Dave Seymour’s series ‘Flipping Boston’ posted the highest ratings ever for the A&E network at the time of airing.
Dave has been sought after as a ‘tell it like it is’ mentor and motivator in the real estate world with a track record of unmatched success everywhere he reaches. Dave is well-known for doing business alongside investors of all experience levels. He has partnered with investors on their very first real estate deal as well as guided some of the largest investment firms in the nation through complex transactions. There is no one more committed to the success of other investors than Dave Seymour. Dave’s greatest joys come from being a husband and father, both of which are the true motivation for all that he does.
Listen to this informative Private Equity Profit episode with Dave Seymour aboutsuccess in commercial real estate investing.
Here are some of the beneficial topics covered on this week’s show:
- The long-term impact and the importance of the decisions made as an investor
- The different approaches succeeding generations of a family take when managing wealth
- Not letting fear rob you of opportunities and execution
- Making money on the “buy” side by moving quickly and adjusting
- The direct correlation between commercial real estate and retail
- Stocks as a thoroughbred and commercial real estate as a workhorse
Connect with Dave:
Links Mentioned:
https://www.freedomventure.com/
Guest Contact Info:
Email
Phone
781-922-4418
Connect with Seth:
Website
https://marketdominationllc.com/
Email
Connect with Cliff
Website
https://www.investmentcapitalgrowth.com/
Email
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45 min - Ep 17 Building Personal Relationships with Clients
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 017Patricia Baronowski-Schneider
Patricia Baronowski-Schneider is the founder of Pristine Advisers. She has been in the IR/PR industry for over 33 years – working for firms such as Handy & Harman, Citigate Dewe Rogerson, and The Altman Group, and since 2010, she has been running Pristine Advisers. She is a member of the Farmingdale Chamber of Commerce, has been featured in and on multiple magazines and newspapers, and has won many awards for her work. Patricia is a mother, wife, grandmother, sister, daughter, and a hard worker. She believes consistency and high quality are what bring great results.
Listen to this informative Private Equity Profit episode with Patricia Baronowski-Schneider aboutfulfilling all the needs of your client.
Here are some of the beneficial topics covered on this week’s show:
- Filling a void for your customers and doing all that you can to help them
- Marketing results that are built upon forming a reputation and relationships, not as something that comes fast
- The importance of building personal trust when raising capital
- Having all of the answers ready for potential investors to make you stand out from your peers
- The ever-changing landscape of cyber-security and why it matters
- Staying informed to yield the best investment results
Guest Contact Info:
Email
https://www.pristineadvisers.com/
Connect with Seth:
Website
https://marketdominationllc.com/
Email
Connect with Cliff
Website
https://www.investmentcapitalgrowth.com/
Email
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35 min - Ep 16 Deal Financing Where Others Have Failed
Deal Financing Where Others Have Failed
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 016Garrett Boorojian
Garrett Boorojian is Chief Development Officer and Managing Partner of WaveCapital Partners, LLC. Nationally recognized for his work, Garrett has the unique ability and remarkable history of creating and maintaining key business relationships in high-profile, public and private environments. His purposeful and unconventional approach to think outside the box when identifying personnel, sources and clients (and their potential applications) who benefit by the WaveCapital model, complements his perseverance to further strengthen those relationships throughout the firm’s funding process.
Garrett is a graduate of the University of North Carolina at Chapel Hill with a B.A. in Journalism and Mass Communication. He also earned a Certificate from the Institute on Political Journalism at Georgetown University. His extensive media background, which includes working for notable organizations such as ESPN Inc. and NBC Universal Inc., has afforded Garrett the time and space to build quality relationships in news and sports media as well.
In 2017, Garrett appeared as a guest on the nationally syndicated NBC’s "Daytime" program, Al Roker’s produced show Bold TV’s "Bold Business," and Montgomery Community Media’s "Career Choices" program.
Listen to this informative Private Equity Profit episode with Garrett Boorojian aboutdeal financing where others have failed.
Here are some of the beneficial topics covered on this week’s show:
- The power of networking and business development
- Personalizing your client relationships and creating lifelong bonds to succeed
- Finding the right sources of capital to get the deal done
- Bridging the gap between capital sourcing and your clients
- Looking to other experts to learn more and motivate yourself
Connect with Garrett:
Links Mentioned:
https://wavecapitalpartners.com/
Guest Contact Info:
Email
LinkedIn
linkedin.com/in/garrett-boorojian-7552a325
Connect with Seth:
Website
https://marketdominationllc.com/
Email
Connect with Cliff
Website
https://www.investmentcapitalgrowth.com/
Email
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18 min - Ep 015 Leveraging Patient but Flexible Capital
– The Private Equity Profits podcast with Cliff Locks Episode 015 Paul Perez
Paul Perez, senior advisor and shareholder at Delegate Advisors
Paul brings more than 30 years of experience in wealth management industry working directly with clients' families and has tremendous management expertise is the CEO and CIO, of both single and multifamily offices.
Listen to this informative Private Equity Profits episode with Paul Perez about Leveraging Patient but Flexible Capital
Here are some of the beneficial topics covered on this week’s show:
- Paul’s unique investment process and strategy.
- The percentage of time split between portfolio company analysis/operations and evaluation of new investment opportunities.
- The meaning of “patient but flexible capital”.
- Identifying risk factors that can lead to permanent impairment of capital?
- Achieving the holistic approach to wealth creation and management without the burden of sales pressure and conflicts of interest.
- How some of the best returns are often the result of independent thinking or conversations we have with clients.
- The process of not relying on historical data and trends and building individual models.
Connect with Paul
Email: [email protected]
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34 min - EP 014 Goldmark Advisors
Goldmark Advisors with Jeffrey Gold
Jeffrey Gold is President of Goldmark Advisers, Inc., the boutique investment banking firm he founded in 1985. In early 2017, Goldmark became an affiliated company of Young America Capital LLC, where Jeffrey is continuing to practice his successful consultative approach to mergers and acquisitions, as well as assisting mid-sized companies and promising new ventures in capital formation.
Jeffrey’s M&A and funding expertise – reflected in his track record of nearly 100 transactions – focuses primarily on publishing, media, food, beverage and health care businesses. Simultaneous with his leadership of Goldmark Advisers, Jeffrey served for 20 years, through 2012, as Chairman of the U.S. subsidiary of The Quarto Group, Inc., a publicly held international illustrated book-publishing company, helping the London-based company to grow through several significant acquisitions.
Before establishing the Goldmark firm, Jeffrey was Executive Vice President & Chief Financial Officer of Esquire, Inc., a NYSE-listed publishing, technology and communications company. In that role, he also served as the company’s principal negotiator when it was sold to Paramount Communications. After the acquisition, he was named Executive Vice President in charge of corporate development & strategic planning for its Simon & Schuster Division. While at Paramount, Jeffrey initiated the contact that led to the acquisition of Prentice-Hall, the well-regarded textbook and professional publishing company.
Earlier in his career, Jeffrey was Vice President and Corporate Controller of National Patent Development Corporation (now known as Wright Investors’ Service Holdings), which, among other activities, pioneered the development of the soft contact lenses. He began his career at Main Hurdman, which is now part of KPMG, the Big Four accounting and professional services firm.
A graduate of Pace University with a degree in business administration, Jeffrey has guest-lectured on corporate and financial subjects at the Columbia University Graduate School of Business, and served on the Board of Directors of Lighthouse International.
He holds Series 79 and Series 63 licenses.
Listen to this episode as Seth and Jeff discuss:
- Identifying the ideal client.
- Some of the biggest mistakes middle market firms are making when it comes to thinking about their acquisition and exit strategies.
- How the landscape of the industry change since the COVID pandemic.
- The importance of due diligence process.
- and more
http://goldmarkadvisers.com/
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19 min - Ep 013 Building Client Relationships
Building Client Relationships with Joel Isaacson
Joel S. Isaacson, Founder and Chairman Joel Isaacson & Co
Founder and Chairman, Joel Isaacson, is considered by many to be a leader in the industry, helping clients and their families achieve their goals and sharing his knowledge with colleagues and the next generation of industry leaders. As a teacher as well as a practitioner,
Joel is active in many industry organizations, having served on numerous boards and speaking on topics to share his insights, including: the New York Chapter of the International Association for Financial Planning, now FPA; Chairman of the Personal Financial Planning Committee of the New York State Society of Certified Public Accountants; the American Institute of Certified Public Accountants and the Estate Planning Council. He has taught financial and tax planning at New York University, The New School in New York City, and Iona College.
He holds a BS in accounting from Lehigh University and a MBA in financial planning from Golden Gate University in San Francisco, where he was recently honored as their ‘man of the year’.
Frequently named one of America’s Top Financial Advisors by Worth magazine, Joel is often quoted in financial publications such as the Wall Street Journal, New York Times, Business Week and Fortune, as well as on radio and television.
Listen to this episode as Seth and Joel discuss:
- The key factors that lead to the unprecedented growth of Joel’s firm.
- Getting recognitions and accolades in press.
- Post Covid challenges in the financial advisor industry.
- Team Building and getting the most out of your staff.
- The most common challenges that the industry faces now.
,,, and much more.
https://www.joelisaacson.com/
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20 min
About Private Equity Profits
From the publisher's feed
The Private Equity Profit podcast is hosted by Cliff Locks, founder and president of Investment Capital Growth, a strategy, and operations management consulting firm, and Seth Greene, CEO at Market…
Domination LLC, Best Selling author and serial entrepreneur. Cliff and Seth interview experts in the financial sector, focusing on private equity and real estate funds, discussing developments and trends shaping the industry.