Best Private Equity Advisory Podcasts (2024)

1
Market Minutes Recap - Market Update (Perspectives on the retail sales report, the equities market, and the Fed) 18:08

4m ago18:08

18:08

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the retail sales report, the equities market, and the Fed. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Inves…

1
191 - A Partnership Exit Strategy where Everyone Wins 28:14

1d ago28:14

28:14

A Partnership Exit Strategy where Everyone Wins Our guest Host for today was Chris Jones, President of True North M&A. Chris interviewed his firms' advisor, Tim Schinke and Tim's client, Dan Sundin. Dan is the co-founder and CEO of Innovative Technology Partners (ITP), a managed services tech company in the Twin Cities. Dan and his partners, Andy a…

1
Scaling and Reinventing in the Accounting World with the founders of Duckett Ladd 38:42

1d ago38:42

38:42

In this episode, we are joined by Jared Duckett and Will Ladd of Duckett Ladd, a dental-specific accounting firm that has made a mark serving dentists nationwide. They share their incredible journey from traditional accounting practice to reinventing themselves as niche-specific firm. We dive into the challenges they faced, the lessons they learned…

1
Market Minutes Recap - Market Update (Perspectives on the CPI Inflation report, yields, earnings outlook, and KeyBank’s National Call this week) 21:40

6d ago21:40

21:40

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the CPI Inflation report, yields, earnings outlook, and KeyBank’s National Call this week. Speakers: Brian Pietrangelo, Managing Director of Investment Str…

1
190 - Building our "All Star Network" with Cathy Paper 25:16

7d ago25:16

25:16

Building our "All Star Network" with Cathy Paper Cathy Paper has been teaching best practices in meaningful connections for many years and we were happy to have her on the show again today, because we know that Business Development and building a network that fosters it can be very challenging; regardless of the industry! If you have sales people o…

1
Will Private Equity Change the Accounting Industry? 22:20

9d ago22:20

22:20

Today we're examining the intriguing intersection between private equity and public accounting. We explore the impact that private equity may have on the landscape of accounting firms, particularly in the context of our increasingly virtual world. As accounting firms continue to evolve, the allure of private equity investment grows stronger. We dis…

1
Market Minutes Recap - Market Update (Perspectives on PMI data, employment data, the Fed, yields, early thoughts on earnings season, and oil prices) 20:06

13d ago20:06

20:06

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into PMI data, employment data, the Fed, yields, early thoughts on earnings season, and oil prices. Speakers: Brian Pietrangelo, Managing Director of Investment…

1
Quick Hits: A Ground-Breaking Transaction 11:54

15d ago11:54

11:54

In this Quick Hits House Calls, Dave talks to Cain Brothers’ Director Andy Labovitz about General Catalyst’s proposed acquisition of Summa Health – and whether that transaction represents the future for more health systems around the country. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets

1
189 - Kendall Qualls and TakeChargeMN: Making Black Lives Better! 25:23

15d ago25:23

25:23

Kendall Qualls and TakeChargeMN: Making Black Lives Better! It's been a few years since Kendall Qualls was in the studio, so it was great to have him back again. Kendall is the Founder and President of TakeChargeMN, a nonprofit described as "a Coalition supporting Blacks in the pursuit of American core principles". Their foundational approach inclu…

1
How People Advisory is Changing the Game with Will Lopez 33:32

16d ago33:32

33:32

In today's episode, we delve into the evolution of account careers with industry luminary Will Lopez, former founder of a Cloud-based accounting firm. Will's journey, inspired by his entrepreneurial family, began during the Great Recession when he pioneered remote accounting using cloud apps. He has since transitioned to Gusto as Head of Accounting…

1
188 - CFO of YTS companies Shares their ESOP Journey, with Guest Host, Kyla Hanson of JAK CPA's! 21:39

23d ago21:39

21:39

CFO of YTS companies Shares their ESOP Journey, with Guest Host, Kyla Hanson of JAK CPA's! Our episode today featured a guest co-host with Kyla Hansen, Partner at JAK CPA's and Sponsor of the Poised for Exit Show! Kyla's client, YTS Companies, became an ESOP in 2021 with the help of JAK's team and Kyla's expertise. Kyla invited YTS CFO, Andy Yetzer…

1
S3E5: Elizabeth Hewitt, CIO, Sloan Foundation 47:03

22d ago47:03

47:03

S3E5: Elizabeth Hewitt, CIO, Sloan Foundation Moments that Made Her is a podcast where the rare and unique women that hold senior private equity roles share their stories, including the key personal and professional moments that defined their journeys and lessons they learned along the way. Moments that Made Her is a production of the Private Equit…

1
Scaling a National Brand in Accounting with Michael Ly 40:44

23d ago40:44

40:44

Get inside the mind of a successful CEO with Michael Ly, as we explore the remarkable journey of growing a public accounting firm. Michael's story of building an accounting business from scratch began with a passion for the field nurtured through familial connections and hands-on experience in small businesses. Starting as a solo accountant, he met…

1
EP #7: Navigating the Seas of Private Equity M&A: Charting the Course for Financial Finesse and Strategic Exits 19:02

28d ago19:02

19:02

Join Russell Cohen and myself, Jeremy Wolf, on a journey to the heart of financial finesse in the fast-paced world of private equity-backed M&A transactions. We pledge to uncover the layers behind pristine financial records that are essential when courting private equity buyers—think of it as financial matchmaking where only the cleanest, GAAP-comp…

1
Market Minutes Recap - Market Update (Perspectives on existing-home sales, the FOMC meeting, rate cuts, The Wealth Effect, and the equities market) 21:10

27d ago21:10

21:10

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into existing-home sales, the FOMC meeting, rate cuts, The Wealth Effect, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment …

1
187 - Selling a Financial Advisory Practice: A Former Financial Advisor Shares Tips and Advice 23:27

29d ago23:27

23:27

Selling a Financial Advisory Practice: A Former Financial Advisor Shares Tips and Advice Our guest today was Steve Juetten, CFP and Founder of Bridgegate Partners, a firm who specializes in succession and exit for owners of financial advisory practices. Steve's background in M&A prior to becoming a CFP really gave him a great window on how to prepa…

1
IT Essentials for Accounting Firms with Danny Tobon 27:20

30d ago27:20

27:20

Tune in to explore the world of server-based technology, cloud-based technology, and the shift in the accounting industry with expert Danny Tobon. We'll discuss the benefits and challenges of transitioning your IT infrastructure, ensuring you're well-informed on this crucial path to modernizing. Cybersecurity is a huge concern for accounting firms,…

1
Quick Hits: The Case for Additional Partnership Between Skilled Nursing and Acute Care Providers 10:16

1M ago10:16

10:16

In this Quick Hits House Calls, Dave talks to Cain Brothers’ Director Dom Porretta about the intense pressure on skilled nursing facilities and health systems and the need for fresh thinking on joint ventures that reduce discharge bottlenecks and improve day-to-day operations and overall care quality. Cain Brothers is a division of KeyBanc Capital …

1
Market Minutes Recap - Market Update (Perspectives on the Retail Sales report, CPI inflation, rate cuts, the equities market, and the one-year anniversary of 2023 banking sector disruption) 21:15

1M ago21:15

21:15

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Retail Sales report, CPI inflation, rate cuts, the equities market, and the one-year anniversary of 2023 banking sector disruption. Speakers: Brian Pie…

1
186 - Tiger 21: Your Personal Board of Directors 25:48

1M ago25:48

25:48

Tiger 21: Your Personal Board of Directors Our guest today was Bonnie Speer McGrath, Chair of the Minneapolis chapter of Tiger 21, a ultra-high net-worth peer group for entrepreneurs, investors and executives. Bonnie's background and role as a peer group facilitator are quite different from the typical facilitator profile, since her members are all…

1
Mastering PTE Taxes 18:30

1M ago18:30

18:30

We'll unravel the complexities of PTE tax strategy and state deadlines, equipping you with the knowledge to make informed decisions for your business. From deductions to credits, we'll break down essential elements that can help you optimize your tax planning effectively. Discover how offering PTE to your clients is an easy sell that benefits your …

1
Quick Hits: New Initiatives from CMS to Improve Access to Behavioral Health Services  7:32

1M ago7:32

7:32

In this Quick Hits House Calls, Dave talks to Cain Brothers’ Managing Director Erika Haanpaa about exciting new developments in access to behavioral health care. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets

1
Market Minutes Recap - Market Update (Perspectives on the Purchasing Manager’s Index, the JOLTS report, the employment report, the Fed, the yield market, the stock market, and anticipated U.S. spending ... 20:23

1M ago20:23

20:23

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Purchasing Manager’s Index, the JOLTS report, the employment report, the Fed, the yield market, the stock market, and anticipated U.S. spending. Speake…

1
185 - Misbeliefs about Private Equity Partnership: Success Stories Revealed! 25:48

1M ago25:48

25:48

Misbeliefs about Private Equity Partnership: Success Stories Revealed! We had the pleasure of hosting Shane Slominski on today's episode, who is a partner with Tonka Bay Private Equity Partners in the Twin Cities. Shane has been in the PE space with Tonka Bay for 18 years, and prior to that was a practicing CPA in the M&A space with Arthur Anderson…

1
Turning Niche Expertise into Millions with Jessica Gonifas 33:04

1M ago33:04

33:04

We're thrilled to have Jessica Gonifas share her journey from general accounting to specializing in law firms. We'll delve into the power of niche selection, pricing strategies, and the essential mindset for success in the world of accounting. Jessica will reveal how she honed her expertise within law firms, sharing valuable insights on pricing str…

1
Physician Compensation Compliance: Lessons from Recent Settlements 14:14

1M ago14:14

14:14

In this episode, host Jen Johnson discusses recent trends and enforcement activities in physician compensation compliance with James Tekippe from VMG Health's Compensation Arrangements division. Highlights from this conversation include: Overview of recent enforcement activity in physician compensation compliance How the Community Health Network ca…

1
Market Minutes Recap - Market Update (Perspectives on Q4 2023 GDP, PCE Inflation, Predictions for Rate Cuts, Private Equity) 21:51

2M ago21:51

21:51

In this week's Market Minutes recap, our team of investing experts discusses various topics including the recent leap year, GDP for the fourth quarter of 2023, consumer spending, unemployment claims, and inflation. They also discuss the Federal Reserve's outlook on interest rates and the equity market's performance. Additionally, they delve into th…

1
Ep #6: Exploring the Nuances of M&A Deal Valuation 11:24

2M ago11:24

11:24

Unlock the enigma of company valuation with us, Russell Cohen and my co-host Jeremy Wolf, as we dissect a mammoth $100 million M&A deal. Ever wondered what really drives the price tag of a business? We're peeling back the layers of EBITDA, uncovering how this financial cornerstone influences a company's market value and why the multiples of EBITDA …

1
EP #5: Mastering Multi-Million Dollar M&A: Russell Cohen's Guide to Funding and Deal-Making Success 15:24

2M ago15:24

15:24

Unlock the secrets to multi-million dollar deal-making with M&A maestro Russell Cohen in our latest podcast episode. He's peeling back the curtains on the recent $100 million roofing company acquisition, revealing the pivotal role of funding structures in large-scale M&A. This is not just another business talk; it's a rare opportunity to absorb the…

1
Balancing the Books and the Gender Gap with Jennifer Howard 30:35

2M ago30:35

30:35

It's girls only today! I engage in a thought-provoking conversation with Jennifer Howard, a seasoned CPA, and we shed light on the persistent gender inequality within the accounting industry. Jennifer highlights the stark underrepresentation of women in leadership roles, attributing this disparity to factors such as unattainable work expectations, …

1
184 - How CEO Peer Groups can get you "Poised for Exit" 25:34

2M ago25:34

25:34

How CEO Peer Groups can get you "Poised for Exit" Our guest for this episode is John Palen, CEO and Founder of Allied Executives, a long running executive peer group in the Twin Cities. When John's career led him to a place where he sought his own peer group for some professional guidance and feedback, he couldn't find what he was looking for. With…

1
Secondary Transactions: Overview, Drivers, and Market Predictions with Darren O’Brien of Campbell Lutyens 22:12

2M ago22:12

22:12

On this episode of Deal-by-Deal, host Greg Hawver is joined by Darren O'Brien, Managing Director of Campbell Lutyens, the largest independent private capital advisory firm. Tune in as Greg and Darren discuss the hot topic of secondary transactions, a growing niche area. Starting with a high-level introduction to secondary transactions and the secon…

1
Market Minutes Recap - Market Update (Perspectives on The Conference Board’s Leading Economic Index, NVIDIA stock, the equity market, and rate cut expectations) 21:11

2M ago21:11

21:11

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into The Conference Board’s Leading Economic Index, NVIDIA stock, the equity market, and rate cut expectations. Speakers: Brian Pietrangelo, Managing Director o…

1
183 - Rise of the Non-Technical Entrepreneur 29:21

2M ago29:21

29:21

Rise of the Non-Technical Entrepreneur We had the great pleasure of interviewing Colin Hirdman in today's show. Colin and his partners founded Monkey Island Ventures, and their mission is to create as many successful founders as possible! Colin and his partners are entrepreneurs themselves, obviously, so their work is more than just a way to make a…

1
Shaping Your Accounting Career Into Your Dream Job with Mike Manalac, CPA 30:41

2M ago30:41

30:41

Today we're joined by Mike Manalac. Together we'll explore the journey of landing your dream job in the accounting industry, dispelling the negative stereotypes that sometimes plague this field. We'll emphasize the importance of career promotion and offer strategies to overcome misconceptions, helping you reach new heights in your career. We'll als…

1
Market Minutes Recap - Market Update (Perspectives on CPI inflation, retail sales, the earnings market, rate cuts, and municipal bonds) 20:28

2M ago20:28

20:28

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into CPI inflation, retail sales, the earnings market, rate cuts, and municipal bonds. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Raj…

1
182 - Arrowhead Promotion’s Bud Schneider: Pointing the way toward a new generation of leadership! 29:39

2M ago29:39

29:39

Arrowhead Promotion’s Bud Schneider: Pointing the way toward a new generation of leadership! Today’s episode featured the long time leader of a family business in its 3rd generation. The Arrowhead Promotion Company is going strong and looking to the future, as Bud Schneider mentors and guides the new leadership to take over. As a non-family member …

1
Navigating the Corporate Transparency Act 24:20

2M ago24:20

24:20

In this episode, we explore the latest compliance requirements for businesses under the Corporate Transparency Act and dissect the new FinCEN Form 114, delving into filing requirements, exemption thresholds, and deadlines. We also dive into the value of compliance to avoid hefty penalties. We know the challenges of talent retention in the accountin…

1
S3E4: Kate Mitchell, Co-founder, Scale Venture Partners 54:20

2M ago54:20

54:20

S3E4: Kate Mitchell, Co-founder, Scale Venture Partners Moments that Made Her is a podcast where the rare and unique women that hold senior private equity roles share their stories, including the key personal and professional moments that defined their journeys and lessons they learned along the way. Moments that Made Her is a production of the Pri…

1
Market Minutes Recap - Market Update (Perspectives on the unemployment claims, the Purchasing Managers’ Index, the earnings market, the Federal Reserve, commodity pricing, and a revolutionary digital streaming ... 19:45

2M ago19:45

19:45

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into unemployment claims, the Purchasing Managers’ Index, the earnings market, the Federal Reserve, commodity pricing, and a revolutionary digital streaming agr…

1
EP #4: Mastering Networking Capital in M&A: Insights from a $100 Million Deal with Russell Cohen 10:46

2M ago10:46

10:46

Unlock the mystery behind working capital in M&A deals with Russell Cohen and me, your co-host Jeremy Wolf, as we dissect our colossal $100 million roofing company transaction. Grasp the concept that often spells the difference between a successful sale and a deal gone awry. In our latest podcast episode, Russell, an M&A maestro, breaks down the fu…

1
EP #3: Sealing the Century: The $100 Million M&A Triumph with Russell Cohen 12:33

2M ago12:33

12:33

Imagine clinching a deal that not only shatters records but also cements your reputation as a titan in the M&A field—that's exactly the story Russell Cohen unfolds in our latest conversation. As he returns to the South Florida M&A Advisors podcast, we get an exclusive behind-the-scenes look at his monumental $100 million deal, an 11-month saga that…

1
181 - True Story of Rapid, Strategic Growth Supported by Fractional Marketing Services 24:38

2M ago24:38

24:38

True Story of Rapid, Strategic Growth Supported by Fractional Marketing Services We had the opportunity to have Luke Riordan, Founder and Partner of Dayta Marketing in the studio today as our guest host! Luke invited a long-time client, Tim Kraemer, President of TKI to share his story of rapid growth, that was largely due to the strategic marketing…

1
Tax Expertise and Entrepreneurship with Randy Crabtree 29:53

2M ago29:53

29:53

Our special guest today is Randy Crabtree, an expert in accounting career growth and industry insights. Randy's journey from computer science to becoming a specialist in tax accounting is nothing short of inspiring. It's a testament to the diverse opportunities within the accounting field, and we're eager to explore how he navigated this unique pat…

1
Health System Leader Expectations for 2024 18:03

2M ago18:03

18:03

Curious about what is in store for healthcare systems in 2024? In this episode, host Jen Johnson dives into VMG Health's latest Health System Leader Expectations for 2024 survey with Managing Directors Ed McGrath and Colin McDermott. With 141 responses from healthcare leaders, the survey offers a glimpse into what's on the horizon for financial out…

1
Market Minutes Recap - Market Update (Perspectives on the Job Openings & Labor Turnover Survey, the Nonfarm Payrolls report, the FOMC meeting, and the earnings market) 19:33

3M ago19:33

19:33

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into Job Openings & Labor Turnover Survey, the Nonfarm Payrolls report, the FOMC meeting, and the earnings market. Speakers: Brian Pietrangelo, Managing Directo…

1
180 - "Our Advisor had our Back" A Nigerian Entrepreneur's Success Secret 24:44

3M ago24:44

24:44

"Our Advisor had our Back" A Nigerian Entrepreneur's Success Secret Being a visionary entrepreneur with a constant flow of ideas requires you're surrounded by a solid team of leaders you can delegate to. Wale Banjoko is that kind of entrepreneur. He's currently seeking investment capital for his most recent initiative and we had the pleasure of hea…

1
From Auditor to Fractional CFO with Tony Wilson, CPA, CMA 32:50

3M ago32:50

32:50

Thinking of making the switch from public accounting to launching your own fractional CFO service? Tony Wilson has done just that and is here to share his experience with us! Tony's journey is a testament to the power of entrepreneurship and the need for financial guidance in the business world. He began his career as an auditor at Grant Thornton b…

1
S3E3: Alison Nankivell, Senior VP, BDC Capital 38:46

3M ago38:46

38:46

S3E3: Alison Nankivell, Senior VP, BDC Canada Moments that Made Her is a podcast where the rare and unique women that hold senior private equity roles share their stories, including the key personal and professional moments that defined their journeys and lessons they learned along the way. Moments that Made Her is a production of the Private Equit…

1
Market Minutes Recap - Market Update (Perspectives on unemployment claims, fourth quarter GDP, PCE inflation, the upcoming FOMC meeting, and the earnings market) 19:04

3M ago19:04

19:04

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into unemployment claims, fourth quarter GDP, PCE inflation, the upcoming FOMC meeting, and the earnings market. Speakers: Brian Pietrangelo, Managing Director …

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Private Equity Advisory Podcasts

Podcasts Worth a Listen

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