Latest Episodes
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...
41
LP First Capital: Behind the Impressive Rise of a Top-Tier Independent Sponsor
Today’s guests are Thomas Ince and Logan Lowery, Managing Partners of LP First Capital, a top-rated independent sponsor that has closed 70 deals in...
40
Furniture Industry M&A with Bo Stump
Today’s guest is Bo Stump, a partner at Stump & Company, a family-owned third-generation M&A advisory firm based in Charlotte, North Carolina. The folks...