Selling a business is a significant liquidity event that requires complex planning in various areas, such as business valuation, attracting the right buyers, tax planning, and post-sale wealth management. Moreover, given the current market conditions, long-time business owners might wonder: Is the timing right to sell a business? In this episode, Kevin Kaylakie speaks with … Continue reading The Current M&A Market: Is This the Right Time To Sell a Business? With Jack Selman (Ep. 26) →

With the end of 2022 fast approaching, several financial issues are top of mind for many families, such as high inflation and year-end tax planning. In this episode, Kevin Kaylakie and Connee Sullivan join in a kitchen table conversation to address the financial topics that matter most to families. They also share best practices to … Continue reading Kitchen Table Conversations (Part 1): Key Financial Topics Every Family Should Consider (Ep. 25) →

Access to top-performing funds across venture capital and growth equity is often  limited to large institutional investors. Having built long-term relationships with these managers, Accolade Partners is able to gain access to their deals and offer high-net-worth clients  the opportunity to invest via diversified funds of funds.  In this episode, Kevin Kaylakie talks with Aram … Continue reading Fund of Funds: Accessing Top-Tier Venture Capital and Growth Equity Funds With Aram Verdiyan of Accolade Partners (Ep. 24) →

Seed-stage investing is a fascinating space where startups can offer considerable growth potential in their earliest stages. That attractiveness is further fueled by the recent upsurge in successful Enterprise SaaS and B2B Fintech startups. In this episode, Kevin Kaylakie talks with Anna Garcia, the Founder and Managing Partner of Altari Ventures, a New York–based venture … Continue reading Early-Stage Venture Capital: Opportunities in Enterprise SaaS & Fintech With Anna Garcia (Ep. 23) →

Early-stage venture capitalists (VCs) often lack the capital required to fund their pro-rata shares in subsequent financing rounds of their leading portfolio companies. That’s where Alpha Partners, instead of competing head-on against them, partners with early-stage VCs to bridge that capital gap. In this episode, Kevin Kaylakie talks with Steve Brotman, the managing partner of … Continue reading Venture Capital Today: Creating Alliances and Evaluating Market Segments With Steve Brotman (Ep. 22) →

After nurturing a family business for years, a founder may now be looking for successors who can grow it to the next level. This transfer can be within the family, to an existing employee, or to a strategic investor. In this episode, Kevin Kaylakie speaks with Gina Luna, Founding Partner of GP Capital. They provide … Continue reading Transitioning Capital Through a Value Added Partner With Gina Luna (Ep.21) →

In the world of investing and philanthropy these days, the focus is on impact. There is a generational divide on what this actually means and how to approach it. In this episode, Connee Sullivan speaks with Chelsea Toler, Founding Partner at NOVA Impact and President at Keep Families Giving Foundation. Together, they talk about implementing … Continue reading A Next Gen Perspective on Impact Investing and Philanthropy With Chelsea Toler (Ep.20) →

Have you ever considered fine art as collateral for private credit investments? The high-end art market attracts ultra-high-net-worth clients from around the world with art-secured lending becoming a globally valued asset class.  For private credit investors, it can be a great diversifier for their portfolios. In this episode, Kevin Kaylakie speaks with Alan Snyder, the … Continue reading Art-Secured Loans: A Unique Gateway to Private Credit with Alan Snyder (Ep. 19) →

As an entrepreneur or a private equity investor, you may be involved with businesses that are in their early growth stages and transitioning from “founder-led” to “professional management.” In this episode, Connee Sullivan speaks with Amanda Eisel, the CEO of Zelis, who has significant experience in private equity and working with founders. Amanda discusses how … Continue reading Addressing the Founder’s Dilemma from a Private Equity Lens with Amanda Eisel (Ep. 18) →

The private market space has been around for a long time. But recently, it has been gaining interest from family offices and high-net-worth individuals. SineCera Capital remains highly committed to finding the right private investment managers who can be trusted with clients’ capital. In this episode, Kevin Kaylakie sits down with Alexander Schoenbaum, CEO of … Continue reading Private Market Investing for Family Offices and High-Net-Worth Individuals with Alexander Schoenbaum (Ep. 17) →