Latest Permanentcapital Podcast Episodes
Paul Yancich and Ryan Beaver - Lessons from 14 Months Acquiring in Software - Ep.137
Think Like an Owner - October 18, 2022 10:00 - 45 minutes ★★★★★ - 98 ratingsMy guests on this episode are Paul Yanchich and Ryan Beaver. Paul is a co-founder of Arcadea Group, a vertical market software holding company that Paul and his co-founder Daniel raised $320 million to found 14 months ago. In this episode, Paul is joined by Ryan who serves as managing director of...
Juan Ruiz - Student-led Search Investing - Ep.136
Think Like an Owner - October 11, 2022 10:00 - 51 minutes ★★★★★ - 98 ratingsMy guest on this episode is Juan Ruiz. Juan is the founder of CommunEtA, the first-ever student-led search investment fund. The goal of the fund is multifold: provide exposure and training for students wanting to build a career in search, provide a grassroots investment option for searchers, and ...
Alexis Grant - Covering Company Exits at They Got Acquired - Ep.135
Think Like an Owner - October 04, 2022 10:00 - 51 minutes ★★★★★ - 98 ratingsMy guest on this episode is Alexis Grant. Alexis and I have gotten to know each other through our mutual interest in media and our two small but growing media companies. We share thoughts, ideas, and advice back and forth all the time, and I'm excited to finally record one of our conversations. ...
Kurt Leedy and Kyle Coots - The Three Methods to Grow Capital - Ep.134
Think Like an Owner - September 27, 2022 10:00 - 1 hour ★★★★★ - 98 ratingsMy guests on this episode are Kurt Leedy and Kyle Coots, co-founders and managing directors at Miramar Equity Partners. Kurt and Kyle have an interesting vantage point in the search world being backed by a family office with an agnostic time horizon, allowing them to invest in the widest set of o...
Adriana Garcia Ceja - The Power of Role Models - Ep. 133
Think Like an Owner - September 20, 2022 10:00 - 55 minutes ★★★★★ - 98 ratingsMy guest on this episode is Adriana Garcia Ceja who recently launched a traditional search fund backed by Footbridge Partners, Pacific Lake, and others with a primary focus on the healthcare industry. Adriana brings a ton of experience to her search, including corporate development at Home Depot ...
Mark Brooks - Building Transformative Teams - Ep. 132
Think Like an Owner - September 13, 2022 10:00 - 58 minutes ★★★★★ - 98 ratingsMy guest on this episode is Mark Brooks, Managing Director of Permanent Equity. Mark leads Permanent Equity’s post-close operations team, partnering with company leaders to overcome challenges and unlock growth. Mark is a really reflective person, which you can tell from his writing on Twitter. H...
Sara Heston & Peter Kelly - Stanford Search Fund Study - Ep.131
Think Like an Owner - September 06, 2022 10:00 - 58 minutes ★★★★★ - 98 ratingsI'm joined by Sara Heston and Peter Kelly. Together at Stanford, Sara and Peter, among other projects and teaching, assemble the Stanford Search Study that has been released every year on even years. The study is widely considered the go-to resource for learning about search funds and is often th...
Jay Davis and Jason Pananos - Serial Acquisition Strategies and Holding Companies - Ep.130
Think Like an Owner - August 30, 2022 10:00 - 1 hour ★★★★★ - 98 ratingsMy guests on this episode are Jay Davis and Jason Pananos. Jay and Jason acquired Vector Disease Control, which provides vector borne disease prevention and lake management services, in 2011. About 4 years after acquisition, they realized serial acquisitions complementary companies could be a pow...
Nick Haschka - Reversing Course on a Holding Company - Ep.129
Think Like an Owner - August 23, 2022 10:00 - 43 minutes ★★★★★ - 98 ratingsMy guest on this episode is Nick Haschka, back for a third episode to provide an update on his early ambitions of a holding company, which have taken a slight turn. Two years ago, Nick and his partner Anupam Sharma acquired a commercial landscaping company Vargas Gardening. They added a manager a...
Andy Cagnetta - How Business Brokers See the M&A World - Ep.128
Think Like an Owner - August 16, 2022 10:00 - 53 minutes ★★★★★ - 98 ratingsMy guest on this episode is Andy Cagnetta. Andy is the CEO of Transworld Business Advisors, one of the largest business brokers in the country. The typical guest on Think Like an Owner is an owner operator often running a business they acquired, although not always. And therefore, the buyer's sid...
Trilogy Search Series Ep.5: Kevin Knoepp and Zach Seely - Ep.127
Think Like an Owner - August 09, 2022 10:00 - 1 hour ★★★★★ - 98 ratingsToday I'm joined by Kevin Knoepp and Zack Seely. Zach acquired a healthcare software company called FSI in late 2020 with technical diligence help from Kevin, a software due diligence advisor and Trilogy operating executive. Our conversation doesn't discuss the attractiveness of software as an i...
Freddie Bellhouse - Building a Holding Company in the U.K. - Ep.126
Think Like an Owner - August 02, 2022 10:00 - 52 minutes ★★★★★ - 98 ratingsMy guest on this episode is Freddie Bellhouse. Freddie and his partner Nick Ashford are co-founders of Fordhouse, a UK-based acquirer of small companies. In the eight years since they're founding in 2014, they've done 25 deals and are beginning to consider more fund-like permanent capital structu...
Rob LeBlanc - Designing an International Search Investment Firm - Ep.125
Think Like an Owner - July 26, 2022 10:00 - 53 minutes ★★★★★ - 98 ratingsMy guest on this episode is Rob LeBlanc. Rob is a co-founding partner of Ambit Partners, a search investment fund founded in 2020 that invests in searchers worldwide in countries like Paraguay, Spain, Germany, and South Africa, where Rob is based. Together with his two co-founding partners, they ...
Brendan Anderson - Building a Compounding Advantage - Ep.124
Think Like an Owner - July 19, 2022 10:00 - 51 minutes ★★★★★ - 98 ratingsMy guest on this episode is Brendan Anderson. Brendan started his post-banking entrepreneurial career by acquiring Stam, Inc., which manufactures custom bent tubing before founding a private equity firm called ScaleCo where he has raised three funds and acquired 21 companies to date. He built his...
Trilogy Search Series Ep.4: Kristen Glenn, Jennie Ellis, and Cyrus Symoom - Ep. 123
Think Like an Owner - July 12, 2022 10:00 - 57 minutes ★★★★★ - 98 ratingsThe 4th episode in our Trilogy Search Series features Kristen Glenn from Reverb People. Kristen is an HR professional with over 15 years of experience in HR Leadership and Business Partner roles. We also have Cyrus Symoom, the Co-CEO of Clariti Software, Clariti helps governments across North Ame...
Joe Heieck - Time to Sell or Keep Going? - Ep. 122
Think Like an Owner - July 05, 2022 10:00 - 1 hour ★★★★★ - 98 ratingsMy guest on this episode is Joe Heieck. In 2015, Joe acquired gWorks, a software company that takes geographical information system data from government cities and counties and helps them visualize that data on their website among other services. Since then, they have grown impressively well both...
Craig Fuller - On The Intersection of Media and Data - Ep. 121
Think Like an Owner - June 28, 2022 10:00 - 1 hour ★★★★★ - 98 ratingsThe intersection of media and data has been the top idea on my mind for quite some time now. And my guest today, Craig Fuller, runs one of the best modern examples of this concept in action. FreightWaves, founded in 2016, is a media and data company focused on trucking, freight, supply chains, an...
Poppy MacDonald - Uncovering Government Data at USAFacts - Ep.120
Think Like an Owner - June 21, 2022 10:00 - 56 minutes ★★★★★ - 98 ratingsMy guest on this episode is Poppy MacDonald. Poppy is the CEO of USAFacts, a not-for-profit data company founded by former Microsoft CEO Steve Ballmer to gather, organize and share data about the US government at the federal, state, and local levels entirely for free. Many of you will know about...
Ujwal Velagapudi - "I'll close in 2 emails" - Ep.119
Think Like an Owner - June 14, 2022 10:00 - 53 minutes ★★★★★ - 98 ratingsMy guest on this episode is Ujwal Velagapudi. Ujwal has acquired nine small companies, pieces of real estate, and other investments over the past few years and has stumbled upon quite a number of unique companies. He's invested in a vending business, virtual assistant business, commercial real es...
Trilogy Search Series Ep.3: Tom Klein and Roland Lessard - Ep.118
Think Like an Owner - June 07, 2022 10:00 - 1 hour ★★★★★ - 98 ratingsMy guests on this episode are Tom Klein and Roland Lessard, Tom and Roland launched a partnered search after running a background screening business together and acquired a language service business focused on intellectual property in 2016, which they sold last year in 2021. In both companies, gr...
Michael Arrieta - Building the World's Best Holding Company - Ep.117
Think Like an Owner - May 31, 2022 10:00 - 52 minutes ★★★★★ - 98 ratingsMy guest on this episode is Michael Arrieta. Michael is the founder of Garden City and has raised $51 million in permanent capital to acquire family-owned businesses across the country. The raise was completed in March 2020, and already they have three wholly-owned companies and minority stakes i...
Caroline Matthews & Connor McCarthy - Acquiring Youth Summer Camps - Ep.116
Think Like an Owner - May 24, 2022 10:00 - 1 hour ★★★★★ - 98 ratingsMy guests on this episode are Caroline Matthews and Connor McCarthy, a husband and wife team running an investment firm called Canyonlands Funds that acquires youth summer camps from Maine to Florida. Both are extremely passionate about the outdoors and met on a trip to Bhutan while getting their...
Ayo Phillips & Peter Lohmann - All Things EOS - Ep.115
Think Like an Owner - May 17, 2022 10:00 - 58 minutes ★★★★★ - 98 ratingsMy guests on this episode are Ayo Phillips and Peter Lohmann. Both operate businesses and property services and management and also run Traction EOS in their companies. EOS rightfully gets a lot of attention in the small business world for providing a structure to grow and being what Peter calls ...
Kaustubh Deo - NYC Private Equity to a Tree Service Acquisition in Seattle - Ep.114
Think Like an Owner - May 10, 2022 10:00 - 1 hour ★★★★★ - 98 ratingsMy guest for this episode is Kaustubh Deo. Kaustubh recently acquired a tree service business in Seattle through a self-funded search after working in private equity in New York. I've had the pleasure of getting to know Kaustubh over the last two years and have found him to be one of the most ins...
Alex Mears - Lessons for Search from Large-Cap Private Equity - Ep.113
Think Like an Owner - May 03, 2022 10:00 - 1 hour ★★★★★ - 98 ratingsMy guest on this episode is Alex Mears. Alex started his career in investment banking and consulting before leaving for the Navy and eventually returning to private equity at the Carlyle Group. Two years ago, Alex launched a non-profit called Search and Acquire to support veterans pursuing search...
Alex Mears - "Lessons for Search from Large-Cap Private Equity" - Ep.113
Think Like an Owner - May 03, 2022 10:00 - 1 hour ★★★★★ - 98 ratingsMy guest on this episode is Alex Mears. Alex started his career in investment banking and consulting before leaving for the Navy and eventually returning to private equity at the Carlyle Group. Two years ago, Alex launched a non-profit called Search and Acquire to support veterans pursuing searc...
Tony Layne - A Turbulent Journey of Entrepreneurship - Ep.112
Think Like an Owner - April 26, 2022 10:00 - 1 hour ★★★★★ - 98 ratingsMy guest on this episode is Tony Layne. I met Tony and his wife Cassi at SMBash in February after several folks strongly recommended I talk with them and I'm glad they did. Tony and Cassi are lifelong entrepreneurs in various ventures, but by far, their most successful venture is Senior Dental Ca...
Tom Birchard - Kicking Off an Home Services Rollup - Ep.111
Think Like an Owner - April 19, 2022 10:00 - 46 minutes ★★★★★ - 98 ratingsMy guest on this episode is Tom Birchard. Tom has spent a great portion of his career managing service and operations teams for Ingersoll Rand and Trane, and as of March 2022, has taken a president role with a family office to acquire home services businesses. The family office is Whitney Wilder...
Tom Birchard - Kicking Off a Home Services Rollup - Ep.111
Think Like an Owner - April 19, 2022 10:00 - 47 minutes ★★★★★ - 98 ratingsMy guest on this episode is Tom Birchard. Tom has spent a great portion of his career managing service and operations teams for Ingersoll Rand and Trane, and as of March 2022, has taken a president role with a family office to acquire home services businesses. The family office is Whitney Wilder ...
Trilogy Search Series Ep.2: Ryan Turk - Ep.110
Think Like an Owner - April 12, 2022 10:00 - 1 hour ★★★★★ - 98 ratingsMy guest on this episode is Ryan Turk. Ryan raised a traditional search fund in March 2020 and closed on Radiation Detection Company only nine months later in December 2020. Prior to searching, Ryan served in the Navy aboard nuclear submarine USS Michigan as an officer managing their onboard nucl...
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