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Andrew McDonald raised $500k to acquire one small business selling work safety shoes in 2015. He used the cash flow from this fledgling company to acquire his next one, a fireworks distributor. He recently clinched his first exit, and today enjoys autonomous control over an eclectic portfolio. An...
Houston-based Logan Walters founded Forge Equity in 2021 after a career in traditional private equity (focused on oil services). Dismayed by the limiting 5-year holds of conventional private equity, Logan and his partners have developed a strict preference for indefinite hold periods. We discuss ...
HKW is a 123-year-old firm (!!). First an investment bank, then a PE investor across 5 funds, and now an independent sponsor with 5 new platforms in the last 18 months. Ted Kramer is the CEO of this venerable institution, and he shares why thae history matters as they've converted 180 completed b...
After decades at Arthur Andersen and Grant Thornton, Lou Grabowsky and his son Brian raised capital upfront to stand up the management company of Juniper Capital Manager before chasing the first deal. That meant people, process, credibility, and enough infrastructure to look like a real buyer fro...
Dara Shareef is an executive at Benchmark International, a global lower-middle market M&A brokerage. Dara is an avid speaker on panels and podcasts, and he brings a nuanced perspective on independent sponsors as a buyer group, tactics to win deals, and best-in-class process management post-LO...
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