Latest Episodes
47
Alex de Pfyffer and Ross Porter’s Journey from Self-Funded Search to a $220M Committed Fund
Today's guests are Alex de Pfyffer and Ross Porter, Co-Founders of Heritage Holding, an investment firm that has completed nearly 50 acquisitions across 12...
46
Trustworthy Searchers, SBA Policy, and Underwriting ETA Investments w/ Grant Hensel
Today’s guest is Grant Hensel, founder of Entrepreneurial Capital, a fund that partners with self-funded searchers acquiring small businesses through ETA. After building and...
45
Lane Carrick on Founder Psychology, Deal Sabotage, and the M&A Emergency Room
Today's guest is Lane Carrick, founder of Optima Mergers & Acquisitions, a boutique lower middle market investment bank he launched in 2024. Lane brings...
44
Revisiting Private Credit and AI with Matt Plooster
Matt Plooster returns to the podcast to deliver a timely update on private credit and specifically its deployment in the lower middle market. Despite...
43
Goodbye Partner Track, Hello “F2E”: James Bohannon of Belzberg & Co.
Today’s guest is James Bohannon of Belzberg & Co., a family office with a significant history of backing lower middle market independent sponsors and...
42
Eliot Kerlin and Broadwing: Principles over Playbooks
Today’s guest is Eliot Kerlin, Founder and Managing Partner of Broadwing Capital. With 25 years of experience in the lower middle market, Eliot reflects...