Private Equity Profits

– The Private Equity Profits podcast with Cliff Locks Episode 002 Sasha Grutman

Sasha Grutman founder and Partner of Middle March Partnersy. 

Sasha co-leads the firm’s merchant banking and investing efforts. He has spent his entire career investing and advising high-growth financial services and business services companies that leverage technology to create sustainable advantages.

At Middlemarch, Mr. Grutman advises clients on business and capital strategy issues, has sourced over $730M of capital for clients, and serves as a board member for a number of Middlemarch clients and portfolio companies. He has deep domain expertise in specialty finance and transaction processing, sectors where he has been exceptionally active both as a merchant banker and as a private equity investor since 2002. Active with both private and public companies, he has participated in over $3.2B of transactions over the course of his career as a merchant banker and private equity investor.

Prior to founding Middlemarch Partners, Mr. Grutman served as a Partner at TH Lee Putnam Ventures, a $1B growth equity fund, where he co-led the firm’s financial services investments in specialty finance, insurance services, and electronic capital markets investments. Previously, he was a Managing Director at Citigroup where he oversaw the firm’s on balance sheet financial services private equity holdings as well as managed the bank’s $6 billion private equity fund-of-funds business. He has also held private equity investment roles at Goldman Sachs and Frontline Capital. He began his career at The Boston Consulting Group in its Financial Services and e-Commerce Practices.

Mr. Grutman received an MBA from the Wharton School where he majored in Finance. He was a Fulbright Scholar in Italy where he pursued independent research on Dante. He graduated from Yale University magna cum laude with a BA in Humanities. He holds Series 7, 63, 79, and 24 FINRA registrations.

Listen to this informative Private Equity Profits episode with Sasha Grutman about interesting trends in the alternative investments industry.

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

• What makes a good private equity dealmaker, fundraiser, researcher, associate
• important personality traits in finding value where there doesn’t appear to be any.
• The worst investment mistake he ever made, and what he learned from it. 
• The most rewarding part of doing what Sasha does.
• Leaving a personal legacy

Connect with Sasha

Email: sgrutman@middlemarchllc.com

Website: https://middlemarchllc.com/

Phone: (212-913-9660

– The Private Equity Profits podcast with Cliff Locks Episode 001 Michael Livian

Michael Livian, founder and CEO of Liv-inn & Co. an Investment and Wealth Management Company. 

Michael has over 20 years of experience in the financial services industry. He was the Chairman of the Executive Committee and Head of Asset Management at Safdie Investment Services Corp. (subsidiary of the Swiss private bank, Banque Safdie). Prior to this position he was a Managing Director at Speed Ventures, a primary pan-European private equity/VC firm. He also worked as an Associate Director for Bear Stearns & Co. in New York and in Italy with a special focus on fixed income and credit derivatives. 

He holds a summa cum-laude MSc degree in Economics from the University of Milan. Michael published several academic articles and books on quantitative finance, fixed income and equity valuation. He is a CFA charter holder, a member of the New York Society of Security Analysts (NYSSA) and the co-chairperson of the Private Wealth Management Committee at NYSSA. He lives in New York with his wife and three children.

Listen to this informative Private Equity Profits episode with Michael Livian about the growth of the alternative investments industry.

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

• How he helps clients achieve combining investing with purpose and fulfillment.
• The best percentage for time split between portfolio company analysis/operations and evaluation of new investment opportunities.
• Attributes that make a business a good candidate for a leveraged buyout. 
• The typical capital structure prevalent in LBO transactions
• Red flags you would look out for when assessing a potential investment opportunity.

Connect with Michael

Email: mlivian@livianco.com

Website: http://livianco.com

Phone: (212) 319 8900

Connect with Cliff Locks: https://www.investmentcapitalgrowth.com/

The Private Equity Profit Podcast is hosted by Cliff Locks, founder and president of Investment Capital Growth, a strategy, and operations management consulting firm, and Seth Greene, CEO at Market Domination LLC, Best Selling author and serial entrepreneur. Cliff and Seth interview experts in the financial sector, focusing on private equity and real estate funds, discussing developments and trends shaping the industry.