HoldCoConf

By: Kelcey Lehrich and John Wilson
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  • Summary

  • Welcome to the HoldCo Conference, the official "un-conference" of micro-PE. This is the ultimate platform for Holding Companies to meet, learn, scale, and grow. Join us for engaging conversations surrounding the topics of entrepreneurs discussing conglomerates, roll-ups, acquisitions, finance, strategy, operations, and people. At HoldCo Conference, we bring together industry experts, thought leaders, and professionals from across the HoldCo spectrum to share insights and best practices that help entrepreneurs succeed. From seasoned veterans to up-and-coming leaders, our attendees represent the best and brightest in the micro-PE space. Whether you are looking to expand your network, learn new strategies, or gain new insights into the industry, HoldCo Conference has something for everyone.
    2023
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Economics Leadership
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Episodes
  • HoldCo Survey Revealed: The Must-Know Findings That Will Impact Your HoldCo

    HoldCo Survey Revealed: The Must-Know Findings That Will Impact Your HoldCo
    Jul 11 2023

    In this episode, Kelcey and John unravel findings from the HoldCo Survey and share their favorite insights. 

    HoldCo Survey's comprehensive report is an analysis of survey data from more than 100 HoldCo CEOs.  It presents insights and analysis across more than 30 topics ranging from Financing to HR to M&A.  Download the HoldCo Survey Comprehensive Report today!

    Whether you're a seasoned HoldCo owner or a curious entrepreneur, this episode will provide valuable insights and expand your understanding of the ever-evolving HoldCo landscape.

    Don't forget to check out our annual event, HoldCoConf, happening in Cleveland, Ohio September 18-20th, 2023.    Everything is included with your ticket...from activities & hotel to food & drink... all you have to do is get to Cleveland and we'll take care of the rest! Tickets are on sale now and you can learn more at HoldCoConf.com.   This episode is sponsored by Axial. Axial is a deal sourcing platform for the lower-middle market. Head to Axial.net to learn more.  
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    11 mins
  • Empowering Legal Strategies for Small and Medium Businesses with Kevin Henderson from SMB Law Group

    Empowering Legal Strategies for Small and Medium Businesses with Kevin Henderson from SMB Law Group
    May 19 2023
    In this episode, we chat with Kevin Henderson, a partner at SMB Law Group, a boutique transactional law firm focused on serving small- and medium-sized businesses.   SMB Law Group is particularly focused on entrepreneurship-through-acquisition, self-funded searchers, and SMB operators across all industries, including the often-overlooked "boring" businesses.   Kevin shares valuable insights on HoldCo structures and offers key takeaways for listeners to consider. Join us to learn more about SMB Law Group and how they are helping businesses navigate the complex legal landscape.     Don't forget to check out our annual event, HoldCoConf, happening in Cleveland, Ohio September 18-20th, 2023.    Everything is included with your ticket...from activities & hotel to food & drink... all you have to do is get to Cleveland and we'll take care of the rest! Tickets are on sale now and you can learn more at HoldCoConf.com.   This episode is sponsored by Axial. Axial is a deal sourcing platform for the lower-middle market. Head to Axial.net to learn more.    
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    50 mins
  • Unlocking the Power of People Analytics with Mike DePepauw from Culture Index

    Unlocking the Power of People Analytics with Mike DePepauw from Culture Index
    May 12 2023
    In this episode, we dive into the world of people analytics with Mike DePepauw, who works with Culture Index, a survey and assessment tool designed to help companies better coach, manage, and motivate their teams.   At Culture Index, they believe in using data and analytics over traditional insights to take the guesswork out of the people side of the business.   Join us to learn more about the benefits of using people analytics and how Culture Index is helping companies develop the right people in the right way.   Don't forget to check out our annual event, HoldCoConf, happening in Cleveland, Ohio September 18-20th, 2023.    Everything is included with your ticket...from activities & hotel to food & drink... all you have to do is get to Cleveland and we'll take care of the rest! Tickets are on sale now and you can learn more at HoldCoConf.com.   This episode is sponsored by Axial. Axial is a deal sourcing platform for the lower-middle market. Head to Axial.net to learn more.    
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    54 mins

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