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
  • From Real Estate to Private Equity: The Unique Vision of Bhavin Patel

    From Real Estate to Private Equity: The Unique Vision of Bhavin Patel
    May 5 2023
    In this episode, we chat with Bhavin Patel, a local real estate general partner with a unique vision for his business.   Unlike traditional real estate setups, Bhavin views his business as a private equity firm, with plans to expand into owning and operating manufacturing businesses. What sets his business apart is its focus on building long-term relationships with its 100 unique investors, with a goal of continuing to work with them through transitions and growth.   Join us to learn how Bhavin is disrupting the real estate industry and his plans for future expansion.   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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    53 mins
  • Deal Sourcing in the Lower Middle Market With Axial

    Deal Sourcing in the Lower Middle Market With Axial
    Apr 28 2023

    In this episode, we speak with Alfredo Garcia, the director of business development at Axial, a leading deal sourcing platform.

    Alfredo shares insights into his role in managing relationships with sell-side intermediaries and private company owners to encourage and incentivize them to connect with buyers on the Axial platform.

    Join us to learn how Axial is revolutionizing the way businesses find and connect with potential buyers, and gain valuable tips on deal sourcing and building successful business relationships.

    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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    38 mins
  • Mastering M&A Integration: Insights from Chenmark's Trish Higgins

    Mastering M&A Integration: Insights from Chenmark's Trish Higgins
    Apr 21 2023
    Trish Higgins from Chenmark emphasizes the importance of effectively integrating new acquisitions and balancing growth in mergers and acquisitions.   With a low risk tolerance, Chenmark retains ownership through internal funding, allowing for accelerated growth in the future. In her session at the 2022 HoldCo Conference, Higgins explains the benefits of this strategy and how it has been successful for Chenmark.   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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    1 hr and 1 min
  • Active Patience and Lessons Learned from Long Negotiations With Emily Holdman of Permanent Equity

    Active Patience and Lessons Learned from Long Negotiations With Emily Holdman of Permanent Equity
    Apr 14 2023
    John Wilson speaks with Emily Holdman from Permanent Equity. The main topic? Patience! Patience in deal making, structure, executive leadership, and operational philosophy.   Emily states that it's all about practicing active patience. This is done through intentional action and thought with each aspect of their structure.    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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    58 mins
  • COOs And Operators Are Planning For Growth From The Outset

    COOs And Operators Are Planning For Growth From The Outset
    Mar 14 2023
    If you know the day to day is just as important as the big picture stuff... then this one is for you.    At the 2022 HoldCo Conference, Justin Scheeff of 365 Holdings and Josh Schultz of CaneKast discuss the need for forward-thinking and flexibility in building and growing a business.   Their approach? Plan for growth from the start! This session was packed with some amazing insights:   When you establish scalable systems, and foster a sense of community with for your employees you set yourself up for success from the outset.    However, it's equally important to approach new ideas with a critical eye, taking a step back to evaluate their potential benefits for your company in the present moment. You should ask yourself why you think you need to do it and whether it will benefit your company today.   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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    59 mins