Tackling various topics with our own unique and quirky style.
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Get behind-the-scenes access to the minds shaping the world of Private Equity, hear captivating stories about transactions and investments, and learn about the innovative approaches leading investors, operators, advisors and bankers employ to drive sustainable growth and create enterprise value. https://www.howtosaas.com/pevaluecreation
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A podcast by British expats in the US, for British expats in the US. We're the Brits In America is brought to you by Plan First Wealth LLC, a US/UK cross-border financial planning and wealth management firm exclusively serving successful British expatriates now living in America. Being an immigrant to America can be - should be - a wonderful, life-changing decision. But, it can also be extremely challenging, accompanied by some unique and idiosyncratic rules and regulations that can catch th ...
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Ep.41: Sunaina Sinha, Raymond James | How to Improve ROI with Capital Formation Strategies
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Shiv interviews Sunaina Sinha, Global Head, Private Capital Advisory at Raymond James. Shiv and Sunaina discuss how PE sponsors can look at overall capital formation for their funds and portcos in order to generate the highest ROI. Learn about what alternative liquidity options are available to LPs and GPs and when it makes sense to consider a cont…
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Ep.40: Richard Lichtenstein, Bain & Company | How to Create Value Using GenAI
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Shiv interviews Richard Lichtenstein, Expert Partner and Chief Private Equity Data Officer at Bain & Company. Shiv and Richard discuss how PE firms and their portfolio companies can leverage generative AI to improve investment processes and create more enterprise value. Learn how other companies are using this technology to increase efficiency, del…
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We are back with another True Crime Thursday! Today we are talking about Frank Lucas, an American drug lord who operated out of Harlem, New York in the late 1960s and early 1970s. We focus on his ability and methods to cut out the middlemen and singlehandedly monopolize his end of the drug trade. Also, we revisit season 5 of Game of Thrones, so com…
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No One’s Built Weath In A Savings Account | From The Trenches with James Boyle
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With inflation easing to 2.9% for the first time in two years, we're now entering a particularly critical phase in the economic recovery. Richard and James are back in the trenches to guide you through it. As always, it’s about sticking to your investment plan during these volatile times. What’s been the impact of interest rates on spending? Richar…
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Ep.39: Dave Mangot, Mangoteque | How to Leverage DevOps to Deliver a Competitive Product
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Shiv interviews Dave Mangot, CEO of Mangoteque. Dave discusses how he helps PE firms navigate DevOps and technological processes in their portcos, and the approaches that help companies deliver better products and be more competitive in the marketplace. In this episode, you’ll learn how your product release schedule is critical to value creation an…
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Today we are talking about the values some adults have gone to regarding young people, under false pretenses and causing problems down the road in not only the children's lives, but society as a whole. Questions? Comments? Email us: theslightlywarpedpodcast@yahoo.com For more from RJK Productions go to www.rjkpro.com…
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Ep.38: David Acharya, Acharya Capital Partners | Growing Portcos through M&A
43:32
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Shiv interviews David Acharya, Managing Partner of Acharya Capital Partners. Learn about the differences between the traditional committed fund model of PE firms and the independent sponsor model. David shares his proven process for using acquisitions to grow portcos and generate greater ROI for investors, how to vet those mergers, and an extensive…
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Today we are giving our review of Deadpool & Wolverine, so be warned, there will be spoilers! Also, our further thoughts on the Olympics, hypothetical next Batman actor, and our season 2 Game of Thrones recap. Questions? Comments? Email us: theslightlywarpedpodcast@yahoo.com For more from RJK Productions go to www.rjkpro.com…
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28. US/UK Estate Planning 2 - Living Trusts | Ask An Expert with Aidan Grant
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Do you know enough about living trusts? They’re a tax-neutral and effective tool in the US to avoid probate – BUT they can have severe UK tax implications for UK domiciliaries. Probate can be time-consuming, costly and cumbersome – especially in New York and California – so it makes sense to avoid if you can. To explore the options, Richard is join…
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Ep.37: Matthew Safaii, Arrowroot Capital | Improving Alignment in Software Investments
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Shiv interviews Matthew J. Safaii, Founder & Managing Partner of Arrowroot Capital. Shiv and Matthew discuss the alignment-focused strategy that helps Arrowroot separate themselves from a crowded market, including how they deliver positive outcomes for previous investors and a founder-friendly approach to acquisitions. Founders will learn how to av…
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Today's discussion encompasses the Olympic games, focusing on the opening ceremony controversy, PFF rankings in our favorite game, pro football, and a retrospective recap of Game of Thrones' first season. Questions? Comments? Email us: theslightlywarpedpodcast@yahoo.com For more from RJK Productions go to www.rjkpro.com…
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Ep.36: Edgar Baum, Avasta | How to Correctly Size Your Market
49:23
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Shiv interviews Edgar Baum, Founder & CEO of Avasta. Learn how sizing the market for B2B companies and PE investors is critical to properly creating sales projections. Edgar shares his thoughts on what is flawed with the TAM, SAM, and SOM approach and why you should incorporate the WAM approach as well. Plus, hear how to start thinking about your t…
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Ep.35: Devin Mathews, ParkerGale Capital | How to Create Value by Being Unconventionally Right
49:17
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Shiv interviews Devin Mathews, Partner at ParkerGale Capital. Shiv and Devin discuss how ParkerGale invests in smaller companies that many firms would consider ‘too hard’. Learn how Devin and his team view potential challenges as value creation opportunities, and how they prioritize their resources in portfolio companies post-close. Plus, hear how …
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Welcome to another True Crime Thursday. Today, we delve into the life of the infamous Pablo Escobar, tracing his journey from his ascent to his downfall, and all the astonishing moments in between that cemented his reputation as the most notorious drug lord in history. Questions? Comments? Email us: theslightlywarpedpodcast@yahoo.com For more from …
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27. "Bears sound smart, bulls make you money." | From The Trenches with James Boyle
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James and Richard are back once again in the financial trenches. The UK election is done and dusted, but there’s still much to discuss. The US elections are approaching and, as always, with them fears of a market downturn. Having a systematic investment plan during these volatile times is essential, as James explains. It can be difficult to go agai…
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Ep.34: Hillel Zidel, Kennet Partners | Expanding Companies to International Markets
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Shiv interviews Hillel Zidel, Managing Director of Kennet Partners. On this episode, Shiv and Hillel focus on how founders and investors can expand companies to international markets – whether that’s going into the U.S., Europe, or APAC. You’ll learn what Hillel’s strategy is for vetting companies and how they address any potential barriers such as…
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Today we are going through 9 of the most popular conspiracy theories and discussing how plausible they are and sharing our take on them. #conspiracytheories Questions? Comments? Email us: theslightlywarpedpodcast@yahoo.com For more from RJK Productions go to www.rjkpro.comBy Richard James Kearney & Ryan "Big Show" Pulley
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26. US/UK Estate Planning - What You Need To Know | Ask An Expert with Aidan Grant
42:43
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A complex web of unique tax obligations could cost you millions – if you don’t know how to navigate it. In recent years, as global mobility has increased, so have the financial details for expats. The UK’s inheritance tax system, with its comparatively low exemption thresholds, poses significant challenges for Brits who’ve amassed substantial asset…
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Ep.33: Craig Dupper, Elan Growth Partners | A Partner Equity Approach to Investing
45:53
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Shiv interviews Craig Dupper, Founder of Elan Growth Partners. In this episode, Craig shares his firm’s Partner Equity investing strategy, which includes a value growth and enhancement approach. Shiv and Craig discuss the key areas founders should address to take their business to the next level and where their company might be underinvesting. Lear…
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Production photos of the new Superman movie are making rounds on the internet, leading to a split among fans. The existing gap between men's and women's sports is substantial; it remains to be seen whether gender politics will bridge or widen this divide. Meanwhile, medications like Ozempic are increasingly being used for weight loss—raising concer…
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Ep.32: Mark Kearney, Ascent CFO Solutions | Using Finance as a Strategic Growth Lever
45:10
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Shiv interviews Mark Kearney, Fractional CFO of Ascent CFO Solutions. In this episode, Shiv and Mark discuss how finance can be used as a strategic lever inside companies and should become part of their broader planning process. They discuss when companies usually bring in a fractional CFO and the patterns Mark sees as he works with these businesse…
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#191 - The Unsolved Mystery of Natalie Wood
34:43
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On that fateful evening in 1981, actress Natalie Wood, one of the few celebrities who transitioned successfully from child star to adult fame, tragically died from what was deemed an accidental drowning. But was it an accident, or was there foul play? We examine the facts and speculate on the enigmatic circumstances surrounding her untimely demise.…
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25. How to get into IRS Tax Compliance – The Streamlined Procedures | Ask An Expert with Chris McLemore
56:49
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The US taxation system is unique, complex and significantly different from the UK’s. It demands proactive compliance due to its stringent reporting requirements and severe penalties for failing to do so. There’s a lot of noise in this space and a million different situations you could find yourselves in – that’s why it’s important to seek out cross…
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Ep.31: Jason Caplain, Bull City Venture Partners | Why Founders Are the Secret Ingredient to Investment Success
34:52
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Shiv interviews Jason Caplain, Co-Founder and General Partner of Bull City Venture Partners. In this episode, Jason shares why his firm values founders above an idea or business, and walks listeners through a tried-and-tested approach to assessing entrepreneurs and their teams. Founders will take away Jason’s tips on raising capital and leveraging …
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Numerous fans argue that the Star Wars saga should have concluded following the original trilogy, or possibly after the prequels. A significant consensus suggests that Disney, and specifically the current leader of Lucasfilm, has not served this legendary franchise well. The discussion will encompass both the successes and the failures, spanning fr…
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Ep.30: Chip Baird, GreyLion Capital | Optimizing Companies With the LIFT Strategy
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Shiv interviews Chip Baird, Managing Partner at GreyLion Capital. Shiv and Chip take a deep dive into GreyLion’s core LIFT (Leadership, Investment, Flexibility, Technology) strategy for optimizing companies to increase enterprise value. Learn how to identify critical leadership gaps and hold new hires accountable, and how a flexible approach to cap…
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Today, Rick and Big Show discuss the potential lingering aftereffects for Will Smith following the Oscars incident, the significance of kindness in today's harsh world, and our current impressions of the Disney Star Wars series, The Acolyte. Questions? Comments? Email us: theslightlywarpedpodcast@yahoo.com For more from RJK Productions go to www.rj…
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24: No Plan B: The Retirement Reality Check
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Richard Taylor recaps recurrent themes and issues he’s seen throughout his career as a financial planner, as well as the principles that he’s built up to tackle them head on. Rich imparts practical advice on several key points which he says are fundamental to his belief system and are key to successful financial planning, making it in America, and …
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People with money and power more often think much differently than the rest of us. Unfortunately, that's not always a good thing. They can abuse that power and distort the very principles that others stand for. It goes much deeper than right and wrong, it can also affect our rights, standards, benefits, society fairness or specific virtues. Questio…
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23. How to make it in America | Ask An Expert with Duncan Edwards
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“You have to treat it as a foreign country; you have to make the same kind of preparation for market entry as if you were preparing to go into India or Indonesia or somewhere else.” That’s a quote from Duncan Edwards, guest on this episode of WTBIA. Despite the cultural similarities, treat the US like any foreign market – do your prep. Duncan is th…
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Ep.29: Anna Talerico, Corporate Finance Institute | How to Find the Right Human Capital for Bootstrapped Companies
41:17
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Shiv interviews Anna Talerico, CEO at Corporate Finance Institute and Operating Partner at Arthur Ventures. Learn how capital-efficient companies can make better hiring decisions by focusing on what role they really need to fill. How can companies clearly define those roles and how do they go about finding the best-fit candidates? Plus, when should…
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22. Sell in May and go away? | From The Trenches with James Boyle
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Richard Taylor and James Boyle are back, bringing you the latest reports and their unfiltered takes on what’s going in the world of US/UK cross-border investing and financial planning. Rich and James start with a look at how the markets behaved in May, which was generally very positive. As said many times on the show before, it’s important not be r…
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21. Understanding dual taxation: it's better to go talk to the IRS than have the IRS come looking for you | From The Trenches with Sean Kearney
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Richard Taylor and Sean Kearney are in the trenches, giving you the latest reports and their unfiltered takes on what’s going in the world of investing and financial planning. Sean is the founder of Amvoy Wealth, an Irish/American financial planning and investment management firm based in Dublin and New York City. You need to understand dual taxati…
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Ep.28: Mark Buffington, BIP Capital | What Makes a Startup Ready for Investment
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Shiv interviews Mark Buffington, CEO at BIP Capital and Managing Partner at BIP Ventures. Learn why the concept of permanent capital from a multistage fund might be a better long-term approach to funding a startup. Mark explains how not all measurements of success are based on the financials, and how that might look different for different companie…
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20. The importance of sticking to an investment plan | From The Trenches with James Boyle
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Richard Taylor and James Boyle are in the trenches, giving you the latest reports and their unfiltered takes on what’s going in the world of investing and financial planning. There’s been a 25% increase in the markets from Oct 2023 to March 2024, followed by a noticeable downturn in April. Most of us know the importance of sticking to investment pl…
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Ep.27: Adam Solomon, Thoma Bravo | How to Identify and Scale High-Quality Software Companies
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On this episode, Shiv interviews Adam Solomon, Partner at Thoma Bravo. Shiv and Adam discuss how Thoma Bravo’s focus on market-leading companies impacts their approach to evaluating assets and value creation. Hear how one of the biggest PE firms in the world approaches due diligence, performance metrics, profitable growth, and founder relationships…
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19. How the US operates as 50 little countries | Ask An Expert with Christy Woskobojnik
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In the UK you've got four countries that make up the United Kingdom, governed by HMRC. In the US, you've got 50 little governments that reside under that umbrella. They each have autonomous authority to set their own rules, and that's where we see people stumble the most. Christy Waskobojnik is a tax advisor specializing in US-UK cross-border matte…
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Ep.26: Matthew Stevens, Stevens.VC | Helping Early Stage Companies to Professionalize and Add Value
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Shiv interviews Matthew Stevens, Founder of Stevens.VC. Shiv and Matt discuss the business fundamentals that founders and investors should be focusing on in early-stage companies. Hear how to add value and prepare for future investment by professionalizing your business operations, why a deep understanding of your market is critical to success, and…
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Always An Expat is changing - a new format is coming soon!
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Plan First Wealth, the company behind this podcast, works with British expats in America. We're seeing the same avoidable mistakes and missteps when it comes to financial planning - some of which have been going on for years and can be very costly to resolve. So, we want to address the problems. As a result, Always An Expat is changing and the show…
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Ep.25: Dan Cremons, Accelera Partners | Winning the First 100 Days After an Investment
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Shiv and Dan discuss how the first 100 days can shape the outcome of private equity deals and explain the actions investors, founders and business leaders can take to set a business on the path to growth. Tune in for expert advice on when to start value creation planning, how to focus your efforts and resources on the most impactful strategies, and…
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This week Richard is joined by longtime friend and expert in foreign exchange and global payments (and East London native) Mark Ridley. Together they explore Ridley's personal and professional journey as a British expat living in the United States, highlight the nuances of expatriate life and discuss the challenges of adjusting to a new country and…
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Ep.24: Chirag Shah, Wavecrest Growth Partners | How to Increase Enterprise Value with Organic Growth Levers
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Shiv Narayanan interviews Chirag Shah, Growth Partner at Wavecrest Growth Partners. Chirag and Shiv discuss the wide variety of value creation levers that Wavecrest uses to grow their portfolio companies. Learn how to identify the most effective growth levers for each company, and how to scale revenue by optimizing pricing, sales strategy, cross-se…
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Jeremy Bettel, founder and CEO of Vitality Collective, shares his journey as a British expat in America and his career in high-performance professional sports. He discusses his move to the US for education and career opportunities, his experiences working in the NBA and NHL, and his transition to New York City Football Club. Together, Jeremy and Ri…
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BONUS: US Retirement Accounts (from PFW & Friends)
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James Boyle and Richard Taylor are joined by guest Simon Misiewicz, property tax specialist, to focus on US-UK cross-border financial and tax planning for British expatriates in America. The trio emphasizes the critical need for British expats to have both a US-UK cross-border tax advisor and a financial planner, and the importance of these profess…
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Ep.23: Joanna Arras, Baird Capital | How To Succeed in the Current Venture Market
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Shiv interviews Joanna Arras, Partner at Baird Capital in the US venture fund.Joanna and Shiv discuss the challenges and opportunities for both founders and investors in the current venture landscape. Learn about how to balance growth and capital efficiency, the impact of the right capital raising strategy and how to select the right investment par…
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16. Managing Finances From A Distance - with Steve Statler
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Steve Statler, Chief Marketing Officer at Williott, shares his journey from the UK to the US and his experiences as an expat. He discusses the cultural differences between Israel and the UK, the challenges of moving to a new country, and the financial and immigration issues he faced. He opens up about his father's struggle with schizophrenia and th…
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BONUS: UK Pensions as a US resident (from PFW & Friends)
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In this bonus episode, taken from the Plan First Wealth & Friends series, Richard Taylor is joined by Richard Bradstock to examine the complexities of cross-border financial management for expats. Richard shares insights on the property market's current trends, noting the investment prospects amid changing interest rates and market dynamics. The di…
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Ep.22: Ripan Kadakia, ZMC | How To Be of Service To Your Portfolio Companies
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Shiv Narayanan interviews Ripan Kadakia, Partner at ZMC. Ripan and Shiv discuss ZMC’s aim to serve portfolio companies through a strategy that includes business development, talent acquisition and technology. Learn about ZMC’s focus on macro trends to identify long-term investment opportunities, and hear case studies of growth in challenging circum…
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15. Arriving In The US With A Negative Net Worth
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Richard Taylor is joined by Rob Tye to discuss his remarkable journey from Harlow to Wisconsin, where he unexpectedly discovered his entrepreneurial calling. This episode explores the birth of Necessity Media during economic upheaval, highlighting Rob's ingenuity in identifying market needs during a crisis and his innovative approach to influencer …
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Ep.21: Dirk Sahlmer, saas.group | A Long-Term Approach to Profitable SaaS Company Growth
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Shiv Narayanan interviews Dirk Sahlmer, Head of Origination at saas.group. Dirk and Shiv discuss how saas.group’s investment approach differentiates them from traditional PE firms and influences their value creation framework. Learn about saas.group’s focus on profit margins rather than quick flips, their criteria for identifying companies with lon…
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