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30 Add-Ons in 48 Months | Luis Reyes of IBV
30 Add-Ons in 48 Months | Luis Reyes of IBV

Mike Markus ( ⁠https://x.com/PrivatEquityGuy ) talks to Luis Reyes of Iberian Ventures ( https://www.linkedin.com/in/luiz/ ) about how he has complet…

1 month, 3 weeks ago

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Search Fund Success Story: From $15M to $200M Through 7 Acquisitions
Search Fund Success Story: From $15M to $200M Through 7 Acquisitions

Mike Markus ( ⁠https://x.com/PrivatEquityGuy ) talks to Christa Glassburn about how she joined a search fund, acquired seven companies and scaled rev…

1 month, 3 weeks ago

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A $25 million LOI with a Ferrari 488
A $25 million LOI with a Ferrari 488

This episode breaks down how Jeremy Giffon ( https://x.com/jeremygiffon ) thinks about special situations, forced sellers, and overlooked businesses,…

2 months ago

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The Real Playbook Behind an Operator-Led Roll-Up (10 Acquisitions in 18 Months)
The Real Playbook Behind an Operator-Led Roll-Up (10 Acquisitions in 18 Months)

Mike Markus ( ⁠https://x.com/PrivatEquityGuy ) talks to Jeremy Yamaguchi ( https://x.com/jeremyyamaguchi ) about how he acquired 10 companies in 18 m…

2 months, 1 week ago

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Why aren’t more $2-10M EBITDA companies hiring a CIO?
Why aren’t more $2-10M EBITDA companies hiring a CIO?

This one hire is something all profitable, cash-flowing traditional businesses can do. Yes, it can be a significant investment -- great specialists a…

2 months, 1 week ago

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From Near Collapse to $100M+ Exit: A Story of 8 Smart Acquisitions
From Near Collapse to $100M+ Exit: A Story of 8 Smart Acquisitions

In this episode, Todd Saunders shares how one small group of customers with much better retention changed the direction of his entire business. Inste…

2 months, 2 weeks ago

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The Playbook Behind 605+ Acquisitions | Justin Ishbia research
The Playbook Behind 605+ Acquisitions | Justin Ishbia research

We go deep on Justin Ishbia, co-founder and Managing Partner of Shore Capital Partners - one of the most successful lower-middle-market private equit…

2 months, 2 weeks ago

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How I Bought 5 Businesses After Failing My First Acquisition
How I Bought 5 Businesses After Failing My First Acquisition

Steve Lawrence, the founder of Uncomplicated Group went from middle management at a $14B manufacturer to buying five businesses in a few short years …

2 months, 3 weeks ago

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How Smart Buyers Create Alpha Without Cheap Debt
How Smart Buyers Create Alpha Without Cheap Debt

For the last 20 years, private equity followed a simple formula: buy with leverage, cut costs, rely on multiple expansion, exit at a higher valuation…

2 months, 3 weeks ago

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The Playbook for 50-200% Annual Company Growth
The Playbook for 50-200% Annual Company Growth

In this episode, I’m joined by John Seiffer - the person investors, company buyers and operators call when growth starts getting expensive, messy, or…

3 months ago

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