Invest and Scale
45 episodes - English - Latest episode: 5 months ago -Invest and Scale Podcast is a show about entrepreneurial investors.
Gain practical insights into investing in small businesses from emerging and leading players in mergers and acquisitions and alternative investments.
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Episodes
EP26 Dog Training Franchise Acquisition in Austin Texas with Chirag Shah
February 14, 2024 15:37 - 43 minutes - 49.9 MBWelcome to the I&S podcast, where we delve into the world of business acquisitions, entrepreneurship, and personal development. In this episode our host Gabriel Murillo engages in a conversation with Chirag Shah, owner of Sit Means Sit, a dog training franchise in Austin. Chirag shares insights into his business acquisition journey, the emotional and practical challenges of staff management, and his strategies for scaling and improving his business's sales processes. From the highs of incr...
EP30 From Corporate Layoff to Business Acquisition of a Trailer Dealerships Texas with Shane Ehrsam
February 12, 2024 11:10 - 44 minutes - 41.1 MBIn this episode of I&S, our host Gabriel Murillo sits down with guest Shane, the new owner of North Texas Trailers, a multi-location trailer dealership. Shane shares the inspiring story of his journey from corporate America to acquisition entrepreneurship, discussing the challenges, fears, and motivations that led him to take the leap into business ownership. From navigating the complexities of dealership and manufacturer relationships to his ambitious plans for business expansion, Shane's i...
EP30 From Corporate Layoff to Business Acquisition of a Trailer Dealerships Texas with Shane Ehrsam
February 12, 2024 11:10 - 45 minutes - 51.6 MBIn this episode of I&S, our host Gabriel Murillo sits down with guest Shane, the new owner of North Texas Trailers, a multi-location trailer dealership. Shane shares the inspiring story of his journey from corporate America to acquisition entrepreneurship, discussing the challenges, fears, and motivations that led him to take the leap into business ownership. From navigating the complexities of dealership and manufacturer relationships to his ambitious plans for business expansion, Shane's i...
EP29 Lessons from the Front Line: Buying Businesses in Guatemala with Diego Cerezo
January 31, 2024 09:23 - 43 minutes - 49.6 MBWelcome to Episode 29 of the Invest & Scale, "Masters of the Deal: Acquisition Strategies and Growth Insights." Today's episode features a gripping dialogue with Diego Cerezo, an entrepreneur who transitioned from running a Guatemalan craft brewery to mastering the art of business acquisitions in Latin America. Diego tells us about the influences that triggered his shift towards acquiring businesses and shares his personal experiences navigating the unique challenges of Latin America's acqu...
EP28 Beyond Corporate: The Strategic Acquisition of a Marketing Digital Agency
December 22, 2023 14:45 - 44 minutes - 51.4 MBWelcome to the I&S podcast, where we delve into the world of entrepreneurship, business acquisition, and personal development. In today's episode titled "Oscar Jaramillo," our host Gabriel Murillo welcomes the inspiring entrepreneur and business owner, Oscar Jaramillo. Oscar shares his journey from a corporate career at Nestle Waters North America to becoming a successful business acquirer. He takes us through the proactive and meticulous process of acquiring a suitable business, emphasizing...
EP 28 Beyond Corporate: The Strategic Acquisition of a Marketing Digital Agency
December 22, 2023 14:45 - 44 minutes - 51.4 MBWelcome to the I&S podcast, where we delve into the world of entrepreneurship, business acquisition, and personal development. In today's episode titled "Oscar Jaramillo," our host Gabriel Murillo welcomes the inspiring entrepreneur and business owner, Oscar Jaramillo. Oscar shares his journey from a corporate career at Nestle Waters North America to becoming a successful business acquirer. He takes us through the proactive and meticulous process of acquiring a suitable business, emphasizing...
EP27 The Agency Model vs. Ecommerce Companies and over 5 acquisitions
July 06, 2023 19:39 - 42 minutes - 39 MB00:01:34 First acquisition at 22: a restaurant mistake. 00:06:00 Understanding buyer psychology is crucial for success. Empathy is a CEO's biggest tool. Acquisition mistakes can be costly and avoidable. 00:10:32 Cut salespeople, focus on strengths, avoid management. 00:14:58 Switching companies, need familiar people; limit reports. Avoid unnecessary meetings, prioritize scaling. Care for team individually but not in meetings. Working on a 100 million EBITDA opportunity. Acquisition potent...
EP 27 The Agency Model vs. Ecommerce Companies and over 5 acquisitions
July 06, 2023 19:39 - 42 minutes - 39 MB00:01:34 First acquisition at 22: a restaurant mistake. 00:06:00 Understanding buyer psychology is crucial for success. Empathy is a CEO's biggest tool. Acquisition mistakes can be costly and avoidable. 00:10:32 Cut salespeople, focus on strengths, avoid management. 00:14:58 Switching companies, need familiar people; limit reports. Avoid unnecessary meetings, prioritize scaling. Care for team individually but not in meetings. Working on a 100 million EBITDA opportunity. Acquisition potent...
EP25 Investing in Online Businesses: A Glimpse into the Journey and Vision of Black Book Investments
May 01, 2023 15:27 - 49 minutes - 90.6 MBIn today's digital age, online businesses are thriving, offering investors a unique opportunity to tap into this growing market. In a recent podcast episode, the founder of Black Book Investments discussed their journey in starting and growing a micro private equity company that buys and operates a portfolio of online businesses. This article will explore the key insights shared in the podcast, from the importance of due diligence to investing with Empire Flippers Capital and the future visi...
EP24 From Facebook Employee to 7 million in revenue: Hunter Durham's Journey
April 20, 2023 12:27 - 53 minutes - 97.3 MBIn this episode, we have Hunter Durham, who was a Facebook employee who turned into an acquisition entrepreneur. During the interview, he shares his journey from consulting, to join a marketing agency, to buying his first business, to being presented with the opportunity to buy two companies simultaneously. It's a great story, and it's a great mindset about buying a business. In addition, we'll discuss the worst thing that could happen when buying a business. Podcast Highlights: Hunter man...
EP23 A look at the SearchFund Model with a Private Equity group Search Fund Partners Jim Edmunds
November 02, 2022 02:09 - 42 minutes - 58.5 MBJim Edmunds worked in business development for a retailer before graduating from business school. He holds an MBA from Stanford Graduate School of Business and an A.B. from Harvard. In 2004, he worked for a search fund with someone he had worked with on Wall Street after business school. Eventually, they bought a portrait studio business in the Midwest. A guy named Rich Kelly, who was the lead investor in his deal during the Lehman Brothers recession, asked him to join search fund partners ...
EP22 From U.S. Army to acquiring over four businesses in the past 10 years with Jeffrey Evenson
November 01, 2022 15:10 - 49 minutes - 68.6 MBJeffrey Evenson attended West Point, a military academy in New York. And then he joined the army for just a short time after leaving West Point. After grad school, he earned an MBA, gained a lot of knowledge about finance, and ended up trading stocks as a job. Eventually, he moved from the trading business into investment management, working for a boutique investment manager. Then he became a pension fund manager for Anheuser Busch in St. Louis. While he was managing pension funds there he k...
EP21 Intentional Business Acquisition with Russell Benaroya
November 01, 2022 14:26 - 49 minutes - 67.4 MBRussell Benaroya is an entrepreneur with a background in corporate finance and private equity. Prior to becoming a Partner at Stride, Russell was the Senior Vice President of Corporate Development for Higi, a population health enablement company that owns the largest national network of health screening stations. He was an investment professional for the private equity firms Kline Hawkes and Blue Point Capital, where he invested in healthcare, technology, and industrial-based enterprises. He...
EP20 A new financing path for acquisition Entrepreneurs with Boopos Founder Juan Ignacio Garcia
November 01, 2022 14:00 - 25 minutes - 34.9 MBJuan was the CFO for a company called Cabify, like Uber in Spain and Latin America. He had previously worked as an engineer in private equity, investing in banking. He considered himself a tech and finance guy. He started his own company Boopos in May 2020 to provide financing to people who want to acquire businesses. He decided to start his own business. And learned about all these aggregators that were buying companies based on data that they were pulling from the Amazon market. The big p...
EP19 Micro Private Equity Fund buys SAAS business with Ryan Kulp
June 16, 2022 17:26 - 54 minutes - 101 MBOn this episode, we talk with Ryan Kulp about his artistic and creative journey, as well as some exciting news about this business portfolio. He is the founder of Fork Equity and MicroAcquisitions.com Podcast Highlights: Ryan explains the meaning and concept of retirement to him. He talks about how he started making money by listing his apartments on Airbnb, and how he saw the patterns and kinds of strategies he could implement to make money. It's not having a boss and someone who depend...
EP18 3 Acquisitions since 2020 with Lucas McCann owner of CoreAffinity.com
June 10, 2022 14:05 - 49 minutes - 91.3 MBLucas McCann is the owner of CoreAffinity.com, he has acquired over 3 businesses in the past 4 years with his partners. In this episode, he talks about the importance of thinking of acquisitions as a team sport vs. as a solo sport. He shares with us the core strategy they use every time they speak with a potential seller, especially when it comes to off market deals, and how they incorporate these principles and utilize the better together framework. Podcast Highlights: Lucas' background ...
EP17 Buying five-figure businesses to multiple eight-figure businesses with Ujwal Velagapudi
May 27, 2022 14:53 - 54 minutes - 100 MBUjwal Velagapudi shares in this episode the lessons he learned from every acquisition he has made, how to develop a resilient mindset throughout those acquisitions, and what it takes to move from five-digit to eight-digit deals and beyond. With his real estate investing background, he was able to purchase his first business while also working full-time. Podcast Highlights: He explained what he was doing before he started buying businesses, and what led him to make that decision. How was U...
EP16 7 Figures acquisition. Interview with Jaime Arias, industrial engineer turned acquisition entrepreneur
May 13, 2022 15:24 - 46 minutes - 85.8 MBIn this episode, we have Jaime Arias, he's an acquisition entrepreneur. He completed his first of a few acquisitions over the past two years. An engineer by trade and a Harvard MBA graduate, he found acquisitions entrepreneurship and fell in love with it; now he's growing an online business and potentially buying more. Podcast Highlights: Jaime discusses how he embarked on his journey to Acquisitions. He shares the challenges he faced while making his decision to be an acquisition entrepr...
EP 16 7 Figures acquisition. Interview with Jaime Arias, industrial engineer turned acquisition entrepreneur
May 13, 2022 15:24 - 46 minutes - 85.8 MBIn this episode, we have Jaime Arias, he's an acquisition entrepreneur. He completed his first of a few acquisitions over the past two years. An engineer by trade and a Harvard MBA graduate, he found acquisitions entrepreneurship and fell in love with it; now he's growing an online business and potentially buying more. Podcast Highlights: Jaime discusses how he embarked on his journey to Acquisitions. He shares the challenges he faced while making his decision to be an acquisition entrepr...
EP15 Over +40 acquisitions in the online space with Onfolio's head of strategy and acquisitions
May 12, 2022 10:15 - 40 minutes - 74.4 MBIn this episode, we're talking to Yury Byalik from Onfolio, Head of Strategy & Acquisitions. He handles all the deal flow, finds the businesses for sale, reviews them for due diligence, then makes the acquisitions. Onfolio is a holding company that basically acquires and runs online businesses. Over the years, the company's business model has changed slightly, initially helping investors to acquire and manage the business for them, and only about a year ago they began making acquisitions on...
EP 15 Over +40 acquisitions in the online space with Onfolio's head of strategy and acquisitions
May 12, 2022 10:15 - 40 minutes - 74.4 MBIn this episode, we're talking to Yury Byalik from Onfolio, Head of Strategy & Acquisitions. He handles all the deal flow, finds the businesses for sale, reviews them for due diligence, then makes the acquisitions. Onfolio is a holding company that basically acquires and runs online businesses. Over the years, the company's business model has changed slightly, initially helping investors to acquire and manage the business for them, and only about a year ago they began making acquisitions on...
EP 14 Investment Banking principles for Online M&A with Chris Shipferling and Jason Somerville
April 25, 2022 18:48 - 49 minutes - 89.8 MBIn this episode, we have Chris Shipferling and Jason Somerville Managing Partner at Global Wired Advisors. Global wired advisors started about two and a half years ago. Founded by three other partners of Global Wired Advisors, Jason Somerville, Joe Hogg, and Chris Bodnar. They want to bring to this part of the market a process that mimics what you would normally get out of a traditional investment banking process, and the idea is happening, the proof of concept has already taken place. The...
EP14 Investment Banking principles for Online M&A with Chris Shipferling and Jason Somerville
April 25, 2022 18:48 - 49 minutes - 89.8 MBIn this episode, we have Chris Shipferling and Jason Somerville Managing Partner at Global Wired Advisors. Global wired advisors started about two and a half years ago. Founded by three other partners of Global Wired Advisors, Jason Somerville, Joe Hogg, and Chris Bodnar. They want to bring to this part of the market a process that mimics what you would normally get out of a traditional investment banking process, and the idea is happening, the proof of concept has already taken place. The...
EP13 Membership sites vs SaaS companies with Matt Inglot
April 19, 2022 15:43 - 42 minutes - 77.1 MBIn this episode, our guest is Matt Inglot, who began his career as a freelancer and founded the membership agency Tilted Pixel. Over the years they have worked on a lot of awesome membership sites, and some have grown from zero to now making seven figures. Highlights: Matt explains the difference between the membership site and SAS business. What are the amazing benefits of memberships? And what is most important about membership sites? What services can Tilted Pixel offer as a membershi...
EP 13 Membership sites vs SaaS companies with Matt Inglot
April 19, 2022 15:43 - 42 minutes - 77.1 MBIn this episode, our guest is Matt Inglot, who began his career as a freelancer and founded the membership agency Tilted Pixel. Over the years they have worked on a lot of awesome membership sites, and some have grown from zero to now making seven figures. Highlights: Matt explains the difference between the membership site and SAS business. What are the amazing benefits of memberships? And what is most important about membership sites? What services can Tilted Pixel offer as a membershi...
EP12 How Content Allies and Lead Cookie have thrived despite Covid's crisis with Jake Jorgovan
April 19, 2022 15:38 - 33 minutes - 61.8 MBIn this episode, we have Jake Jorgovan, the Founder of Content Allies and Lead Cookie. Through these companies he has generated $40M+ in sales for his clients. Jake is the host of the Working Without Pants Podcast, and Leaders of B2B Podcast. He also shares the raw lessons of his entrepreneurial journey at Jake-Jorgovan.com. His aim is to construct a business that runs without you and generates profits. In a similar way, they're like the Gary Vee team that empowers a lot of entrepreneurs wh...
EP 12 How Content Allies and Lead Cookie have thrived despite Covid's crisis with Jake Jorgovan
April 19, 2022 15:38 - 33 minutes - 61.8 MBIn this episode, we have Jake Jorgovan, the Founder of Content Allies and Lead Cookie. Through these companies he has generated $40M+ in sales for his clients. Jake is the host of the Working Without Pants Podcast, and Leaders of B2B Podcast. He also shares the raw lessons of his entrepreneurial journey at Jake-Jorgovan.com. His aim is to construct a business that runs without you and generates profits. In a similar way, they're like the Gary Vee team that empowers a lot of entrepreneurs wh...
EP 11 Business Structures and Tax Optimization with Vicenzo Villamena
April 19, 2022 15:34 - 32 minutes - 44.1 MBOur guest for this episode is Vincenzo Villamena, CPA, the founder of Online Taxman. He has extensive experience in both tax preparation and advising clients in accounting and financial transactions. At Online Taxman, Vincenzo oversees corporate and individual filings. He specializes in offshore structuring for US entrepreneurs abroad and US real estate transactions by foreign nationals and funds. Podcast Highlights: He explained their two brands, Global expert advisors and Online Taxman....
EP11 Business Structures and Tax Optimization with Vicenzo Villamena
April 19, 2022 15:34 - 32 minutes - 44.1 MBOur guest for this episode is Vincenzo Villamena, CPA, the founder of Online Taxman. He has extensive experience in both tax preparation and advising clients in accounting and financial transactions. At Online Taxman, Vincenzo oversees corporate and individual filings. He specializes in offshore structuring for US entrepreneurs abroad and US real estate transactions by foreign nationals and funds. Podcast Highlights: He explained their two brands, Global expert advisors and Online Taxman....
EP10 Family Business 8 Figures exit
April 19, 2022 15:15 - 43 minutes - 100 MBOur guest this week is Ryan Tansom, who helped turn around his family's business and sold it for eight figures to a local competitor in 2014. He co-founded Arkona where he created International growth, five principles, and a framework, and hosted the popular life after business podcast with over 200 episodes and 300,000 downloads. As an entrepreneur, he enjoys helping entrepreneurs grow their businesses and increase their value by changing their mindset from annual income to focusing on lon...
EP10 Family Business 8 Figures exit with Ryan Tansom
April 19, 2022 15:15 - 43 minutes - 100 MBOur guest this week is Ryan Tansom, who helped turn around his family's business and sold it for eight figures to a local competitor in 2014. He co-founded Arkona where he created International growth, five principles, and a framework, and hosted the popular life after business podcast with over 200 episodes and 300,000 downloads. As an entrepreneur, he enjoys helping entrepreneurs grow their businesses and increase their value by changing their mindset from annual income to focusing on lon...
EP 10 Family Business 8 Figures exit
April 19, 2022 15:15 - 43 minutes - 100 MBOur guest this week is Ryan Tansom, who helped turn around his family's business and sold it for eight figures to a local competitor in 2014. He co-founded Arkona where he created International growth, five principles, and a framework, and hosted the popular life after business podcast with over 200 episodes and 300,000 downloads. As an entrepreneur, he enjoys helping entrepreneurs grow their businesses and increase their value by changing their mindset from annual income to focusing on lon...
EP09 Legal insights for buying or selling a business
August 17, 2020 17:07 - 41 minutes - 33.6 MBDisclaimer This recorded conversation is for informational purposes only and it is not legal advice, transmission of the conversation is not intended to create and viewing or listening does not constitute an attorney client relationship, viewers and listeners are advised to seek professional help if they are concerned about a specific legal issue. In this episode of Acquire and Scale Show, We discuss the buying business process with Sankeetha Selvarajah, an attorney for start-up businesses...
EP 09 Legal insights for buying or selling a business
August 17, 2020 17:07 - 41 minutes - 33.6 MBDisclaimer This recorded conversation is for informational purposes only and it is not legal advice, transmission of the conversation is not intended to create and viewing or listening does not constitute an attorney client relationship, viewers and listeners are advised to seek professional help if they are concerned about a specific legal issue. In this episode of Acquire and Scale Show, We discuss the buying business process with Sankeetha Selvarajah, an attorney for start-up businesses...
EP 08 Outreach campaigns to build inflow of opportunities with Matt Currie
May 13, 2020 20:05 - 47 minutes - 108 MBIn this episode, we welcome guest Matt Currie, co-founder of OutFlow, a Deal Origination Partner agency that assists mergers and acquisition clients in sourcing deals by delivering exclusive, off-market deal opportunities through vetting qualified Buy-Side or Sell-Side deals. Matt discusses his own experience with exiting a business and provides listeners with advice and tips to do so successfully. He shares helpful insight into what buyers and sellers can do to be prepared and achieve symb...
EP08 Outreach campaigns to build inflow of opportunities with Matt Currie
May 13, 2020 20:05 - 47 minutes - 108 MBIn this episode, we welcome guest Matt Currie, co-founder of OutFlow, a Deal Origination Partner agency that assists mergers and acquisition clients in sourcing deals by delivering exclusive, off-market deal opportunities through vetting qualified Buy-Side or Sell-Side deals. Matt discusses his own experience with exiting a business and provides listeners with advice and tips to do so successfully. He shares helpful insight into what buyers and sellers can do to be prepared and achieve symb...
EP07 Buying Content websites with Doron Wolffberg
May 06, 2020 21:51 - 44 minutes - 102 MBIn this episode, Doron Wolffberg talks about the salient points in buying and selling websites. His knowledge of SEO and online marketing allows him to buy business websites and grow them into a thousand dollars worth. Doron highlights the importance of taking action fast once you already know what you want to buy. He also points out that identifying your business model is essential in this industry. Given his experiences in this emerging industry, he would make you realize that investing i...
EP06 High Converting Facebook Ads with Larry & Perry Yu
May 06, 2020 21:49 - 34 minutes - 79.4 MBThis episode features Larry and Perry Yu, the founders of High Converting Ads. Larry Yu Twin #1. Online Entrepreneur with close to a decade of experience. Bootstrapped dorm room e-commerce startup to over 100K/mo before selling it to a private buyer. Perry Yu Twin #2. Digital marketer with a specialization in copywriting and paid ads. Written copy for multiple 6 figure campaigns and launches. Managed over $60K/mo in ad spend profitably on Facebook. Larry and Perry share their personal e...
EP05 Email Marketing for Your E-commerce Business with Dylan Kelley
May 06, 2020 21:42 - 43 minutes - 98.5 MBThis episode features Dylan Kelley who is the founder and CEO of Wavebreak, a leading email marketing agency for e-commerce stores. He also hosts the Wavebreak podcast where he talks about ways on how to scale up your e-commerce business into 8-figures. Dylan shares his expertise in e-commerce marketing that will help you in growing your business, particularly in times of uncertainties. He highlights the importance of email marketing as a powerful tool to scale. Given his experiences in thi...
EP04 Antifragile Fb ads frameworks with Nehal Kazim
May 06, 2020 21:39 - 37 minutes - 86.9 MBIn this episode, we interview Nehal Kazim the founder of AdPros. Their focus is working with the fastest-growing direct to consumer GTC brands online. Listen in to learn the emerging trends in online business buying and selling due to the Coronavirus crisis. Episode Highlights: Nehal discusses the commonalities and differences in subscription services that focus on customer acquisition and doing it to scale. He explains that even though a lot of their clients are young (two years or youn...
EP 04 Antifragile Fb ads frameworks with Nehal Kazim
May 06, 2020 21:39 - 37 minutes - 86.9 MBIn this episode, we interview Nehal Kazim the founder of AdPros. Their focus is working with the fastest-growing direct to consumer GTC brands online. Listen in to learn the emerging trends in online business buying and selling due to the Coronavirus crisis. Episode Highlights: Nehal discusses the commonalities and differences in subscription services that focus on customer acquisition and doing it to scale. He explains that even though a lot of their clients are young (two years or youn...
EP03 Thinking time and Productized Services with Tyler Gillespie
May 06, 2020 21:35 - 36 minutes - 84.6 MBThinking time and Productized Services Tyler Gillespie In this episode, we interview Tyler Gillespie, a content marketing business owner as he shares his passion for content marketing & freedom that led him to focus on online businesses. Listen in to learn what productizing means and what Nahel’s company does to help business with it. Episode Highlight: Why did Tyler start an online business? How a 12-week accelerator program in Santiago de Chile which was pivotal to his journey Lear...
EP 03 Thinking time and Productized Services with Tyler Gillespie
May 06, 2020 21:35 - 36 minutes - 84.6 MBThinking time and Productized Services Tyler Gillespie In this episode, we interview Tyler Gillespie, a content marketing business owner as he shares his passion for content marketing & freedom that led him to focus on online businesses. Listen in to learn what productizing means and what Nahel’s company does to help business with it. Episode Highlight: Why did Tyler start an online business? How a 12-week accelerator program in Santiago de Chile which was pivotal to his journey Lear...
EP02 Community for Internet Business buyers and sellers with Chris Yates
May 06, 2020 01:00 - 50 minutes - 116 MBChris Yates is the founder of Rhodium Weekend and Owner of Centurica. Rhodium Weekend is an event for online Entrepreneurs who own 6- to 8-figure businesses, and for buyers, sellers, and investors of those businesses. Using both structured and unstructured time so each person can learn, network, and share in the way that works best for them. All attendees are curated through an application process to ensure the community is filled with smart, driven members who are willing to pay-it-forward ...
EP01 Selling SaaS, e-commerce, and content businesses with Thomas Smale from FE International
May 01, 2020 01:00 - 38 minutes - 87.4 MBIn this episode, we interview Thomas Smale, the founder of FE International, a market-leading merging and acquisition firm that focuses on SaaS, e-commerce, and content business selling. They have a presence in New York, London, and San Francisco with a 94.1% success rate after selling over 800 companies. Thomas talks about the processes they use in acquiring businesses and making it beneficial for both parties. He shares the categories of companies they work with and the ones that do not m...