Private Equity Profits

Opportunities Revealed – Record-Breaking Activity in M&A and Private Equity

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 022 Beatrice Mitchell

Beatrice is a Co-Founder and Managing Director of Sperry, Mitchell & Company, an investment banking boutique which specializes in arranging the sale or merger of private mid-market companies. She also co-owns Percival Scientific, a leading Iowa-based manufacturer of biological incubators and plant growth chambers. She is on the Board of Managers at Haverford College, on the Board of ICD – The Institute for Career Development, and Vice Chair of the Board of Governors of Off the Record, a foreign policy forum.

Beatrice has been a lecturer at the Columbia University Graduate School of Business, the Stern School of Business at New York University and the Darden Graduate School of Business at the University of Virginia. She has been widely quoted in the financial and business press, including The Wall Street Journal, The New York Times, Financial Times, Forbes, Fortune, Business Week, Crain’s, USA Today, CNN and National Public Radio. Beatrice has been a featured speaker at numerous industry conferences and forums, including Bloomberg Breakaway Summit, ACG New York’s Annual Women’s Leadership Summit, and Kayo Women’s Private Equity Summit. She has consistently been recognized as one of The Most Influential Women in Mid-Market M&A by Mergers & Acquisitions.

Beatrice is the co-author of The Complete Guide to Selling Your Business, which is in its third edition and is also published in Chinese. Beatrice received a B.A. from Yale University and an M.B.A. from the Columbia University Business School.

Listen to this informative Private Equity Profit episode with Beatrice Mitchell about record-breaking activity in M&A and Private Equity.

Here are some of the beneficial topics covered on this week’s show:

●     The likely changes to capital gains taxes coming at the end of the year

●     The unprecedented activity in mergers and acquisitions

●     The effects of the pandemic on a business owner’s motivation to sell

●     The opportunities presented by private equity being so flush with cash

●     What makes now an excellent time to sell your business

Connect with Beatrice:

Links Mentioned:

sperrymitchell.com

Email:

bmitchell@sperrymitchell.com

Connect with Seth:

seth@marketdominationllc.com

Connect with Cliff

Website

investmentcapitalgrowth.com

Email

cliff@investmentcapitalgrowth.com

The Way of the Wall Street Warrior – Thirty years of lessons from Wall Street and Silicon Valley

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 021Dave Liu

Dave is author of The Way of the Wall Street Warrior: Conquer the Corporate Game Using Tips, Tricks, and Smartcuts. He’s a 30-Year Veteran of Wall Street and Silicon Valley and entrepreneur who has started multiple companies, advisor who has raised over $15 billion, and investor in multiple billion dollar “unicorns.” Dave started his investment banking career at Goldman Sachs and then joined the fledgling investment bank, Jefferies, when it had less than 200 employees. Today, Jefferies is a multi-billion-dollar public company and one of the world’s leading investment banks.

Dave has completed deals for hundreds of clients including IBM, Google, Microsoft, Sony, Yahoo!, and Yelp. Dave completed the Management & Technology Program at the University of Pennsylvania where he received a Bachelor of Science in Systems Science and Engineering (concentrations in Manufacturing and Robotics), and a Bachelor of Science in Economics (concentration in Finance) from the Wharton School. Dave also attended Harvard Business School where he received his Master’s in Business Administration.

Dave was born with a severe case of a bilateral cleft lip and palate. He underwent almost a dozen surgeries throughout his childhood which left numerous scars on his face. He overcame hearing and speech impediments common to cleft children and has dedicated his life to helping disadvantaged communities. Net proceeds from this book will go towards charities such as Smile Train, which provides surgeries to children born with clefts, Asian Americans, and other disadvantaged groups.

Listen to this informative Private Equity Profit episode with Dave Liu aboutlessons learned from a thirty-year career on Wall Street and Silicon Valley.

Here are some of the beneficial topics covered on this week’s show:

●    How quick a career on Wall Street can expose you to high-level executives

●    The strength and resilience a challenge can give to an individual to contribute to their success

●    Rising to the top and overcoming disadvantages by acquiring a greater understanding of what motivates those around you

●    The advantages of gender and ethnic diversity in the corporate world

●    The obligation to help others that comes along with success

●    The uncharted territory in regard to chasing yields that the market is in

Connect with Dave:

Links Mentioned:

https://liucrative.co/

Connect with Seth:

Website

https://marketdominationllc.com/

Email

seth@marketdominationnllc.com

Connect with Cliff

Website

https://www.investmentcapitalgrowth.com/

Email

cliff@investmentcapitalgrowth.com

Spreading Your Money Around to Make Things Grow

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 020Jeremy Britton

Holding 25 years of experience in financial planning, entrepreneurship and financial markets. Jeremy is a value investor who loves innovative technology and systems which help people to have a better life. 

Award-winning best-selling author of several books on finance and business, Jeremy was one of only four people who predicted the 9/11/2001 market crash and the 2008 GFC; up to two years before they occurred. 

Aside from reading audited company reports and whitepapers, Jeremy is a keen meditator who enjoys health, “true wealth” and life balance. 

Listen to this informative Private Equity Profit episode with Jeremy Britton aboutspreading your money around to make things grow.

Here are some of the beneficial topics covered on this week’s show:

• The lifelong relationship you can build with a client by managing their money
• The core and satellite approach to managing funds
• The amazing opportunities and risks of investing in cryptocurrency
• The importance of diversifying your investments
• The entrepreneurial and investing skills that education can give to anyone, anywhere

Connect with Jeremy:

Links Mentioned:

https://www.bostontrading.co/

cryllionaire.com

Guest Contact Info:

Email

jeremy@bostontrading.co

Connect with Seth:

Website

https://marketdominationllc.com/

Email

seth@marketdominationnllc.com

Connect with Cliff

Website

https://www.investmentcapitalgrowth.com/

Email

cliff@investmentcapitalgrowth.com

Investing in Women in Leadership

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 019 Patricia Lizarraga

Patricia Lizarraga is the managing partner of Hypatia Capital, a private equity firm focused on sponsoring female CEOs in both growth equity and buyout transactions. Hypatia Capital’s deal size ranges from the lower-middle to larger transactions, with collaboration with larger private equity funds. The CEO-level executive network consists of 500+ executives, of which over 25% serve on public boards.

Patricia has over 25 years of investment banking experience at firms including Allen & Company, Citigroup, Credit Agricole, Donaldson, Lufkin & Jenrette and Santander Investment. She serves on the board of directors Credicorp, Ltd. (NYSE: BAP), where she is a member of the Audit Committee, as well as the board of Banco de Credito del Peru, the country’s largest bank. Ms. Lizarraga serves as a Trustee of the Museum of Art of Lima Peru. She was previously President of the Privatization Committee of the Toll Roads of Peru.

Listen to this informative Private Equity Profit episode with Patricia Lizarraga about investing in women in leadership.

Here are some of the beneficial topics covered on this week’s show:

• The importance of balanced leadership and what more voices at the table can bring
• Implicit bias in the corporate world and how it makes women out-performers
• How the right data presented the right way can attract capital
• Creating products for investors that care about gender balance
• The ability within yourself to make changes to the things you don’t like

Connect with Patricia:

Links Mentioned:

https://hypatiacapital.com/

Guest Contact Info:

Email

patricia.lizarraga@hypatiacapital.com

Connect with Seth:

Website

https://marketdominationllc.com/

Email

seth@marketdominationnllc.com

Connect with Cliff

Website

https://www.investmentcapitalgrowth.com/

Email

cliff@investmentcapitalgrowth.com

Success in Commercial Real Estate Investing

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 018Dave Seymour

After 16 years as a firefighter and paramedic, Dave Seymour launched his career, rapidly becoming one of the Nation’s top real estate investors. Within his first few years, Dave had transacted millions of dollars of real estate and had become one of the Nation’s leading experts in both residential and commercial transactions. His unabridged passion for business and real estate put him on the radar of A&E television network as well as multiple news organizations like CBS, ABC, CNBC, FOX News, and CNN. New York Times reported that Dave Seymour’s series ‘Flipping Boston’ posted the highest ratings ever for the A&E network at the time of airing.

Dave has been sought after as a ‘tell it like it is’ mentor and motivator in the real estate world with a track record of unmatched success everywhere he reaches. Dave is well-known for doing business alongside investors of all experience levels. He has partnered with investors on their very first real estate deal as well as guided some of the largest investment firms in the nation through complex transactions. There is no one more committed to the success of other investors than Dave Seymour. Dave’s greatest joys come from being a husband and father, both of which are the true motivation for all that he does.

Listen to this informative Private Equity Profit episode with Dave Seymour aboutsuccess in commercial real estate investing.

Here are some of the beneficial topics covered on this week’s show:

• The long-term impact and the importance of the decisions made as an investor
• The different approaches succeeding generations of a family take when managing wealth
• Not letting fear rob you of opportunities and execution
• Making money on the “buy” side by moving quickly and adjusting
• The direct correlation between commercial real estate and retail
• Stocks as a thoroughbred and commercial real estate as a workhorse

Connect with Dave:

Links Mentioned:

https://www.freedomventure.com/ 

Guest Contact Info:

Email

info@freedomventure.com

Phone

781-922-4418

Connect with Seth:

Website

https://marketdominationllc.com/

Email

seth@marketdominationnllc.com

Connect with Cliff

Website

https://www.investmentcapitalgrowth.com/

Email

cliff@investmentcapitalgrowth.com

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 017Patricia Baronowski-Schneider

Patricia Baronowski-Schneider is the founder of Pristine Advisers. She has been in the IR/PR industry for over 33 years – working for firms such as Handy & Harman, Citigate Dewe Rogerson, and The Altman Group, and since 2010, she has been running Pristine Advisers. She is a member of the Farmingdale Chamber of Commerce, has been featured in and on multiple magazines and newspapers, and has won many awards for her work. Patricia is a mother, wife, grandmother, sister, daughter, and a hard worker. She believes consistency and high quality are what bring great results.

Listen to this informative Private Equity Profit episode with Patricia Baronowski-Schneider aboutfulfilling all the needs of your client.

Here are some of the beneficial topics covered on this week’s show:

• Filling a void for your customers and doing all that you can to help them
• Marketing results that are built upon forming a reputation and relationships, not as something that comes fast
• The importance of building personal trust when raising capital
• Having all of the answers ready for potential investors to make you stand out from your peers
• The ever-changing landscape of cyber-security and why it matters
• Staying informed to yield the best investment results

Guest Contact Info:

Email

pbaronowski@pristineadvisers.com

https://www.pristineadvisers.com/

Connect with Seth:

Website

https://marketdominationllc.com/

Email

seth@marketdominationnllc.com

Connect with Cliff

Website

https://www.investmentcapitalgrowth.com/

Email

cliff@investmentcapitalgrowth.com

Deal Financing Where Others Have Failed

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 016Garrett Boorojian

Garrett Boorojian is Chief Development Officer and Managing Partner of WaveCapital Partners, LLC. Nationally recognized for his work, Garrett has the unique ability and remarkable history of creating and maintaining key business relationships in high-profile, public and private environments. His purposeful and unconventional approach to think outside the box when identifying personnel, sources and clients (and their potential applications) who benefit by the WaveCapital model, complements his perseverance to further strengthen those relationships throughout the firm’s funding process.

Garrett is a graduate of the University of North Carolina at Chapel Hill with a B.A. in Journalism and Mass Communication. He also earned a Certificate from the Institute on Political Journalism at Georgetown University. His extensive media background, which includes working for notable organizations such as ESPN Inc. and NBC Universal Inc., has afforded Garrett the time and space to build quality relationships in news and sports media as well.

In 2017, Garrett appeared as a guest on the nationally syndicated NBC’s “Daytime” program, Al Roker’s produced show Bold TV’s “Bold Business,” and Montgomery Community Media’s “Career Choices” program.

Listen to this informative Private Equity Profit episode with Garrett Boorojian aboutdeal financing where others have failed.

Here are some of the beneficial topics covered on this week’s show:

• The power of networking and business development
• Personalizing your client relationships and creating lifelong bonds to succeed
• Finding the right sources of capital to get the deal done
• Bridging the gap between capital sourcing and your clients
• Looking to other experts to learn more and motivate yourself

Connect with Garrett:

Links Mentioned:

https://wavecapitalpartners.com/

Guest Contact Info:

Email

garrett@wavecapitalpartners.com

LinkedIn

linkedin.com/in/garrett-boorojian-7552a325

Connect with Seth:

Website

https://marketdominationllc.com/

Email

seth@marketdominationnllc.com

Connect with Cliff

Website

https://www.investmentcapitalgrowth.com/

Email

cliff@investmentcapitalgrowth.com

Goldmark Advisors with Jeffrey Gold

Jeffrey Gold is President of Goldmark Advisers, Inc., the boutique investment banking firm he founded in 1985. In early 2017, Goldmark became an affiliated company of Young America Capital LLC, where Jeffrey is continuing to practice his successful consultative approach to mergers and acquisitions, as well as assisting mid-sized companies and promising new ventures in capital formation.

Jeffrey’s M&A and funding expertise – reflected in his track record of nearly 100 transactions – focuses primarily on publishing, media, food, beverage and health care businesses. Simultaneous with his leadership of Goldmark Advisers, Jeffrey served for 20 years, through 2012, as Chairman of the U.S. subsidiary of The Quarto Group, Inc., a publicly held international illustrated book-publishing company, helping the London-based company to grow through several significant acquisitions.

Before establishing the Goldmark firm, Jeffrey was Executive Vice President & Chief Financial Officer of Esquire, Inc., a NYSE-listed publishing, technology and communications company. In that role, he also served as the company’s principal negotiator when it was sold to Paramount Communications. After the acquisition, he was named Executive Vice President in charge of corporate development & strategic planning for its Simon & Schuster Division. While at Paramount, Jeffrey initiated the contact that led to the acquisition of Prentice-Hall, the well-regarded textbook and professional publishing company.

Earlier in his career, Jeffrey was Vice President and Corporate Controller of National Patent Development Corporation (now known as Wright Investors’ Service Holdings), which, among other activities, pioneered the development of the soft contact lenses. He began his career at Main Hurdman, which is now part of KPMG, the Big Four accounting and professional services firm.

A graduate of Pace University with a degree in business administration, Jeffrey has guest-lectured on corporate and financial subjects at the Columbia University Graduate School of Business, and served on the Board of Directors of Lighthouse International.

He holds Series 79 and Series 63 licenses.

Listen to this episode as Seth and Jeff discuss:

• Identifying the ideal client.
• Some of the biggest mistakes middle market firms are making when it comes to thinking about their acquisition and exit strategies.
• How the landscape of the industry change since the COVID pandemic.
• The importance of due diligence process.
• and more

http://goldmarkadvisers.com/

Building Client Relationships with Joel Isaacson

Joel S. Isaacson, Founder and Chairman Joel Isaacson & Co

Founder and Chairman, Joel Isaacson, is considered by many to be a leader in the industry, helping clients and their families achieve their goals and sharing his knowledge with colleagues and the next generation of industry leaders. As a teacher as well as a practitioner, 

Joel is active in many industry organizations, having served on numerous boards and speaking on topics to share his insights, including: the New York Chapter of the International Association for Financial Planning, now FPA; Chairman of the Personal Financial Planning Committee of the New York State Society of Certified Public Accountants; the American Institute of Certified Public Accountants and the Estate Planning Council. He has taught financial and tax planning at New York University, The New School in New York City, and Iona College.

He holds a BS in accounting from Lehigh University and a MBA in financial planning from Golden Gate University in San Francisco, where he was recently honored as their ‘man of the year’.

Frequently named one of America’s Top Financial Advisors by Worth magazine, Joel is often quoted in financial publications such as the Wall Street Journal, New York Times, Business Week and Fortune, as well as on radio and television.

Listen to this episode as Seth and Joel discuss:

• The key factors that lead to the unprecedented growth of Joel’s firm.
• Getting recognitions and accolades in press.
• Post Covid challenges in the financial advisor industry.
• Team Building and getting the most out of your staff.
• The most common challenges that the industry faces now.

,,, and much more.

joel@joelisaacson.com

https://www.joelisaacson.com/

Insight Into Cannabis Investing with Joel Magerman

Joel Magerman of Emerald Park capital is a successful investor, principal and investment banker with over 30 years of experience. During the course of his career, he has been involved in closing over 150 deals representing a total transaction value in excess of $6 billion. Listen to this episode as Seth and Joel discuss: Why the cannabis industry has been neglected and underserved by capital providers. Why this may be the new ground floor of cannabis. The vetting process and due diligence in providing finance to the cannabis industry. Identifying bad risk in the cannabis industry. The most common challenges that these cannabis companies are facing other than access to debt … and much more.

Listen to this episode as Seth and Joel discuss:

• Why the cannabis industry has been neglected and underserved by capital providers.
• Why this may be the new new ground floor of cannabis.
• The vetting process and due diligence in providing finance to the cannabis industry.
• Identifying bad risk in the cannabis industry.
• The most common challenges that these cannabis companies are facing other than access to debt.

,,, and much more.

https://emeraldparkcapital.com/

https://www.linkedin.com/company/emerald-park-capital/

Joel Magerman is a successful investor, principal, and investment banker with over 30 years of experience. During the course of his career, he has been involved in closing over 150 deals, representing a total transaction value in excess of $6 billion. For almost 20 years, Joel has been the CEO of Bryant Park Capital, where he has led clients and deal teams through complex financing and M&A processes, across both traditional and highly regulated industries.

From 1995 until 2001 Joel was the President of Associated Venture Management where he oversaw a family office that invested and raised approximately $250 million of transactions for its portfolio companies. Portfolio investments included investments in the specialty finance, software, technology and healthcare services sectors.

From 1991 to 1995 Joel was the Senior Vice President for FCA International, LTD (FCA:TSX), where he headed corporate development, M&A, and US sales, marketing and customer service. In that capacity he founded and was President of Structured Financial Capital, the second largest purchaser of structured settlements issued by the state of NJ. He also was a founder & operating partner with Reliant Partners, a firm that purchased over $1.5 billion of non-performing assets from the Resolution Trust Corporation. Prior to FCA, Joel was one of the founders and board members of Odyssey Golf, the number one putter company in the world that was later sold to Callaway Golf. Earlier in his career, Joel was the Director of Finance and Technology for Citicorp Diners Club.

Joel has his MS from the University of Pennsylvania and his BA from UCLA. He serves on the boards of ValueHealth LLC and Maccabi USA Sports for Israel, and has previously served on the boards of other for profit and not for profit organizations.