In this episode, Michelle Thomas shares how self-directed IRAs give passive investors access to private equity deals, outlining the benefits, rules, and future of this powerful investment tool. 

Disclaimer: This discussion is for educational purposes only and not investment, tax, or legal advice. Please consult your advisor before making investment decisions.

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In this episode of The Future of Private Equity Podcast, host Leah Berend, CPA, sits down with Rocky Gor, a portfolio management veteran and founder of CapX, to explore how innovation is transforming capital markets. With decades of experience in corporate banking, Rocky shares how his career led him to build CapX, a platform designed to streamline access to private equity and eliminate barriers between borrowers and lenders.

Rocky dives into the cultural resistance to financial tech, the generational shifts shaping adoption, and how AI can help modernize communication and transparency in dealmaking. He also unpacks the biggest misconceptions in capital markets and explains why a mindset shift and not just a tech shift, is essential for long-term success in finance.

At the heart of this episode is a powerful message: the future of private markets depends on bridging relationships, data, and trust through more innovative tools. Whether you’re a business leader, investor, or innovator, this conversation offers clear insight into where the industry is headed and how CapX is helping lead the way.

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In this episode of The Future of Private Equity Podcast, host Leah Berend, CPA, is joined by Tim Butler, a software industry leader and co-founder of Portage X, who brings firsthand insights into company culture, AI adoption, and leadership challenges in today’s business landscape.

Tim shares eye-opening stories, including his experience in one of the most extreme company cultures—where tensions ran so high that his car tires were slashed. He also dives into how AI is revolutionizing performance evaluation, the top fears preventing AI adoption, and how leaders can harness AI to enhance both financial outcomes and employee productivity.

At the heart of this episode is a powerful message: Company culture can make or break a business. Tim explains how leadership decisions, workplace environments, and strategic AI implementation can be the key to long-term success.

This episode is packed with insights for business leaders, investors, and anyone looking to stay ahead in the evolving world of private equity and technology.

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In this episode of The Future of Private Equity Podcast, host Leah Berend interviews Craig Bunker, a former professional lacrosse player turned private equity leader at Tonka Bay Equity Partners. With over seven years of experience in private equity, Craig brings a unique perspective shaped by his athletic background and hands-on approach to leadership.

Craig shares how his time in competitive sports built the drive and discipline he applies to private equity and explains why Tonka Bay takes an active role in helping portfolio companies grow. He also dives into the importance of balancing guidance with company autonomy to create sustainable success.

Listeners will gain insights into emerging trends shaping the private equity landscape, including how to measure value beyond financial performance. Craig also offers practical advice for entrepreneurs seeking the right private equity partner to align with their goals.

This episode is packed with actionable insights and fresh perspectives for investors, entrepreneurs, and anyone passionate about private equity's evolving future.

Tune in now!

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In this episode, we sit down with Robert Rough from Telo’s Capital Advisors, a seasoned industry expert with over 30 years of experience and a track record of more than 100 successful transactions across diverse sectors.

Robert opens up about his journey to Telo’s Capital Advisors and the services they provide, guiding business owners through the complexities of selling their companies. He addresses common misconceptions business owners have about handling sales on their own and explains how an investment banker can add critical value to achieve a successful deal.

Throughout the conversation, Robert shares insights into the different types of advisors available, key qualities to look for when selecting a partner, and how to navigate challenges, including managing multiple interested parties and overcoming the impact of unfit advisors on a deal. He also reflects on memorable transactions that helped him build his negotiation skills and offers practical advice for those embarking on the journey to sell their companies, from preparing for due diligence to maintaining strong client relationships throughout the process.

 Robert offers his perspective on the future of private equity, providing a must-hear outlook for anyone involved in the industry. Listen now!

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Welcome back to Part Two! In this episode, Leah continues her conversation with Bob Wegbreit, a seasoned TagNiFi professional and a former GF Data partner. With his background in print advertising and startup consulting, Bob offers a unique perspective on today’s financial challenges.

Leah and Bob discuss the need for innovative solutions in finance, particularly in the advertising industry. They delve into crucial private equity terms and explore how firms can adapt to market demands.

The conversation also touches upon trends shaping buyer-seller dynamics and the importance of conducting thorough due diligence. Bob further addresses the risks associated with future business valuations.

They conclude by emphasizing the significance of cultural fit within organizations and the essential qualities businesses should look for in investment bankers. Listen now!

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In this episode, Leah sits down with Bob Wegbreit, a seasoned expert currently at TagNiFi and a former owner/partner of GF Data. Bob brings a wealth of experience from his early career running a print point-of-sale advertising business and his extensive work consulting for three startups.

Join Leah and Bob as they delve into the challenges currently facing the financial industry and the increasing demand for innovative solutions like TagNiFi. Bob shares valuable insights on the critical role of advertising as companies scale and discusses the nuances of private equity terminology that every business owner  should understand.

Listen in as Bob explains how businesses can adapt to meet future needs and demands in the evolving landscape of private equity, providing listeners with practical strategies and a deeper understanding of this dynamic industry. Don’t miss this engaging conversation packed with expertise and foresight into the future of finance and investment!

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In this episode of The Future of Private Equity podcast, host Leah Berend sits down with Marnie Ochs Raleigh, owner of Evolve Systems. Drawing from her early experiences working in her family’s commercial construction company, Marnie shares how businesses can future-proof their security with best practices in payment processing.

Leah and Marnie then dive into current trends and the power of data and analytics in making informed business decisions. Marnie also breaks down the essential marketing and branding strategies businesses need to maximize their appeal, offering advice on the key questions companies should ask when working with marketing firms. Tune in for practical tips on payment processing, marketing, and driving enterprise value.

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Join host Leah Berend as she interviews Marnie Ochs Raleigh, CEO of Evolve Payments and Evolve Marketing. Marnie, who comes from a long line of entrepreneurs, brings a multi-faceted perspective to M&A.

In this episode, Marnie shares insights on how companies can best position themselves to attract private equity investors. Discover the key areas to focus on and learn how Evolve Systems has helped businesses prepare for successful private equity transactions. Tune in to gain valuable advice and strategies for navigating the complexities of attracting investment.

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In today’s episode, we explore the intricacies of selling your business with Nicole, an expert in private equity. Discover the importance of a strong management team, the emotional aspects of selling, and the critical steps to prepare your business for sale. From financial preparations to choosing the right buyer, Nicole shares invaluable insights to help you maximize your business's value and ensure a smooth transition. Whether you're considering selling or just want to understand the process better, this episode is packed with expert advice and real-world examples.

Chapters:

(00:00) Introduction

(00:15) Importance of a Strong Management Team

(05:30) Emotional Aspects of Selling

(10:45) Financial Preparations for Sale

(15:00) Choosing the Right Advisors

(20:15) Investment Banking Advisory Process

(25:30) Due Diligence on Potential Buyers

(30:45) Exit Strategies and Private Equity

(35:00) Future Outlook of Investment Banking

(40:15) Closing Thoughts and Contact Information

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