Who should listen?  Finance professionals, entrepreneurs, and investment bankers.  Topics: The rise in personal LinkedIn posts Long-term effects of investing in teamsIntentional Hiring Practices ...and so much more. Top Takeaways “People crave personal connection through posts.” Jordan and Marc discuss the importance of personal posts on LinkedIn. Marc recounts how sharing more about himself led to a surge in positive feedback and a stronger sense of community. Posting personal posts on...

Who should listen? Founders, Operators, and PE Firms.  Topics: The Importance of Human CapitalBenefits of Difficult ConversationsUnderstanding Founder's Goals  ...and so much more. Top Takeaways Human capital management and value creation go hand in hand. In private equity, understanding the significance of human capital is just the beginning. The ability to turn that awareness into action will set your PE firm apart. Investing in human capital helps navigate diverse teams, driving innovation...

Who Should Listen? Franchise Owners and Operators, Managing Partners, and Business Owners.  Topics: The Differences Between Private Equity Buyers The Value Diverse Management Teams BringThe Challenges and Complexities of Turnarounds in Franchising ...and so much more. Top Takeaways “One of the common misconceptions is that they're all the same,” Alicia explains the pros and cons of the different types of private equity buyers, emphasizing that the value of an offer for your business extends...

Who Should Listen? Credit lenders, Managing Partners, Investors, and RIA’s  Topics: Factors and Complexities Within the Current MarketChallenges That RIA’s FaceThe Future of Private Credit ...and so much more. Top Takeaways “The market has been more dynamic over the last six months than over the last six years.” Jordan, Aaron, and Joe dive into the dynamic nature of the present market landscape They point out that the lenders struggling today might be different from the ones struggling in six...

Who Should Listen?  Aspiring Investment Bankers, Young Bankers, and Investment Bankers. Topics: The Importance of Adaptability Career FulfillmentPros & Cons of Working Remote ...and so much more. Top Takeaways "The most successful teams are those who adapt to changes in the market and the market opportunity." Teams that are true to their mission but adapt to market shifts can become durable, long-term value creators. Learning how to adapt is difficult and uncomfortable, but having a...

Topics: The Value of Anchor Fund-of-Funds Inside-Out Fundraising The Importance of Storytelling ...and so much more. Top Takeaways 90% of groups fail to raise a second fund after launching their first. To overcome the difficulty in the market.  Chris emphasizes the importance of evaluating your team's experience and reputation, along with understanding economic factors to determine the support needed for your first and second funds. Focus on building a core network of trusted supporters...

Topics: Discovering Your PurposeLessons from His DadFranchise or Start-Up: Which Way to Go? ...and so much more. Top Takeaways What is your “why”? As chairman and CEO of Lawn Doctor, spanning over 650 locations, Scott has the opportunity to travel the world and experience all of the different cultures of their franchisees. Connecting their narratives of life ambitions and goals with those of Scott’s father has anchored, he was able to find his personal “why” and fuel his dedication. Lessons...

Topics: Who is ready for a fund in this market?How do I build momentum during fundraising?What are the Do's and Don'ts in fundraising decks and first meetings? ...and so much more. Top Takeaways Strategies for Differentiation. There's no shortcut to experience in this space. Showing up to meetings with findings is important, but showing theories while backing them up with an explanation and story will set you apart. Liz states how you can differentiate yourself by connecting with a management...

Topics: Value CreationOperating SystemsTrends in Healthcare & Life Sciences ...and so much more. Top Takeaways Careers aren’t always a linear journey. Staying open to unexpected opportunities, prioritizing meaningful connections, and personal fulfillment allow you to navigate life with more flexibility. Matt advises young professionals to embrace unpredictability in their career paths, recommending a focus on strengths, motivations, and building relationships rather than fearing that...

Topics: Transitioning from tech to doggy daycaresPartnering with Pet Resort Hospitality Group, a PE-backed pet boarding and daycare platformTaylor’s journey with sobriety ...and so much more. Top Takeaways Embracing sobriety. Taylor and Jordan’s conversation about alcohol and addiction emphasizes the importance of recognizing unhealthy habits and looking for balance in life. Transitioning from relying on alcohol for relaxation and celebration to embracing sobriety led Taylor to a more...

It currently costs up to $500,000 per dose for stem cell therapy. Applied StemCell is going to change that. In this episode of Investors & Operators, Jordan speaks with Ruby Tsai, CEO and Co-founder at Applied StemCell, for a fascinating discussion on stem cells and how her partnership with a private equity firm - QHP - is taking ASC to the next level. Together, they discuss: How ASC is revolutionizing gene editingCurrent Cell Therapies Partnering with QHP ...and so much more. Top...

In this episode of Investors & Operators, Jordan sits down with Kim Smith, Chief Capital Formation Officer at Andalusian Credit Partners, to discuss her new role and dive deeper into her personal story. Together, they discuss: Her Dad’s JourneyKim’s Personal Health ScareInvesting Time with Veterans ...and so much more. Top Takeaways Time is more valuable than money. Kim and Jordan stress that time holds greater value than money. While financial assistance is great, the time spent with...

In this episode of Investors & Operators, Jordan sits down with Chris Antonello, Owner and Operating Partner at Plexus Capital to discuss the different aspects of deal creation, offering his insights and advice to those looking to either secure capital or structure deals. Together, they discuss: Types of Operating PartnersProfessionalizing a CompanyValue Creation After a Deal ...and so much more. Top Takeaways Where am I going? Where do I want to be? When talking about the key questions...

In this episode of Investors & Operators, Jordan sits down with Scott Abbott, CEO of Five Star Franchising.  After launching 20 companies, selling 11, and expanding Five Star Franchising from 50 to 800 locations in less than 3 years, Scott has become an expert in all aspects of franchising. In this episode, Scott joins Jordan to discuss the different dynamics of achieving business success while also balancing their roles as CEO and father. Together, they discuss: Emotions from Selling...

In this episode of Investors & Operators, Jordan sits down with Jeanne Hecht, CEO & Executive Chairwoman of Lexitas.  With over 25 years of professional experience, Jeanne brings a wealth of knowledge in all things life science, pharma, and healthcare IT. In this episode, she shares the invaluable lessons she’s learned during her tenure as a board member of 17 diverse companies. Together, they discuss: The Management System’s ImpactLessons in Team ManagementA Board Member’s...

In this episode of Investors & Operators, Jordan sits down with Fred Malloy, Managing Director of Harken Capital.  Fred Malloy, Co-Founder and Managing Director of Harken Capital, has over 15 years of experience in private equity and raising funds I through III. In this episode, he walks us through his background at Harken Capital and everything about first-time funds and emerging managers. Together, they discuss: First-Time Funds Fundraising Do’s and Don’tsFirst-Time Funds Fundraising...

On this episode of Investors & Operators, Jordan sits down with Caroline Young, CEO & Founder of Craftsbury Consulting.  With 20+ years of private equity experience, Caroline has been a driving force in hundreds of successful exits. In this podcast, she walks us through her extensive career in private equity and shares how she transitioned that experience to found Craftsbury Consulting. Together, they discuss: Career Development Advice to Women in Finance Management Presentation...

On this episode of Investors & Operators, Jordan sits down with Steve Weiss, Founder of MuteSix.  Steve began his entrepreneurial journey when he was just 17 years old. In this podcast, Steve guides us through his journey of founding and selling MuteSix to Dentsu Aegis Network in 2019. Together, they discuss: How he made his first dollarGrowing up and overcoming anxiety The mortgage business: making millions and losing it all ...and so much more. Top Takeaways Just experiment. Start...

Entrepreneurial journeys are often marked by trials, triumphs, and invaluable lessons. In a candid and enlightening interview with Jordan Selleck, seasoned entrepreneur Vern Davenport, Partner at QHP Capital, shares his wealth of knowledge on navigating the complex landscape of creating PortCo management systems. With a focus on innovation, leadership, and growth, Davenport's insights provide a compelling guide for aspiring and seasoned entrepreneurs alike. --- Innovation at the Core of...

On this episode of Investors & Operators, Jordan sits down with JON FINGER, Partner at McGuireWoods and JEFF BROOKER, Partner at McGuireWoods. Together, they discuss: Independent sponsor or fund manager in this tough fundraising environment How to interpret and what to learn from a “no” from an LPMistakes emerging managers and independent sponsors make in fundraising The future of independent sponsors Bonus: advice for young lawyers  ...and so much more. ### Jon's practice focuses on...

On this episode of Investors & Operators, Jordan sits down with JOHN HUHN, Managing Partner at Compass Group Equity Partners. Together, they discuss: How Compass Group successfully raised Fund II of $255MHow to alleviate LPs' concerns about the J curve as emerging managers raising funds How to address LPs’ questions on ESGCompass’s playbook  ...and so much more. ### John Huhn brings a 30-year track record of success in private equity, entrepreneurism and strategic consulting to his...

On this episode of Investors & Operators, Jordan sits down with BRIAN BANK, Strategy & Client Development, Investment Funds Group at Kirkland & Ellis LLP. Together, they discuss: The current fundraising environment is challenging. Why? How LPs (including family office, endowment, pension, etc.) functionMistakes GPs might make in fundraising Who to hire / how to build an effective team to fundraise  ...and so much more. Brian Bank has more than 20 years of experience within the...

On this episode of Investors & Operators, Jordan sits down with Drew Brantley, Managing Director of Frisch Capital Partners. Together, they go deep into all things independent sponsors: The different types of independent sponsorsHow (and why) to develop a thesis How much cash should an independent sponsor have before closing on its first deal “How much do I have to put into this? Does it have to be my cash?”How do independent sponsors get paid (a very detailed calculation) ...and so much...

On this episode of Investors & Operators, Jordan sits down with Russ D'Argento, Founder & CEO of FINTRX. Together, they discuss: How he bootstrapped FINTRX and his journey of raising $9M Series AHis advice to tech founders Finding vision, mission & value in the finance industry How his previous experience of a baseball player & a poker player has led to where he is today ...and so much more. ### Russ D’Argento founded FINTRX in 2014 as a bootstrapped solo founder. He now...