Latest Episodes
13
IT Services CEO turned M&A Banker Linda Rose
My guest today is Linda Rose, of RoseBiz, Inc. A tax accountant by training, Linda left the accounting world behind early in her career...
12
The $1B Lower Middle Market Holdco Built Around Customer Concentration, Diversity, and a Life of Purpose
My guest today is Tarrus Richardson, Founder, And CEO of IMB Partners. Tarrus has 25 years of private equity experience, has invested over $500...
11
Lance Stier -- Family Business, M&A, and the Transformation of Nassau Candy
My guest today is Lance Stier, CEO of NC Custom (a division of Nassau Candy) Nassau Candy is one of the largest US wholesale...
10
Goodbye Wall Street, Hello SMB Holding Company: a conversation with ex-Fidelity Portfolio Managers Jonathan Kasen and Gordon Scott
My guests today are Jonathan Kasen and Gordon Scott, Co-Owners of Hilliards Chocolates. Hilliards is one of New England’s most beloved artisan brands. Founded...
9
Troy Berg and the Making of Dane Manufacturing, a 21st Century American Manufacturing Growth Story
My guest today is Troy Berg, CEO of Dane Manufacturing located in Wisconsin. Unlike most contract manufacturers in the upper Midwest, Dane Manufacturing has...
8
Ken Heuer - How to Win as a Generalist Family Office in the Lower Middle Market
My guest today is Ken Heuer, Principal at Kidd & Company, a principal investment firm with a unique approach to designing businesses that transform...