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A.J. Gordon runs Gordon Aluminum in Schofield, WI, a company that was founded by his grandfather, passed to A.J.’s father, and eventually to A.J. himself. The company has a fascinating story told in great detail that includes machines breaking down, closing business lines, multiple recessions, and a lightning strike that set fire to their offices and burned their computers and data, forcing them to start from scratch. This is a
I interview many folks with unique backgrounds and Jared is among the most unique. Jared worked at NASA, then McKinsey, got his MBA at Harvard, then alternated between working at McKinsey and Teach for America, ran for governor of Arkansas, and last year became the CEO of Assist Services.
My guest today is Collin Hathaway. Collin runs a small micro private equity fund in Seattle, WA called Skylight Capital and has developed a strong core competence in plumbing, HVAC, roofing, and other home services businesses. He also has one of the most interesting stories I’ve heard of getting into micro private equity.
My two guests for this episode are Ryan Lechner and Nico Gimenez who have raised a traditional search fund together as partners called Bonsai Group and are a few months into their search. I’ve had searchers with partners on the podcast before, Sam Rosati being a great example, but I haven’t had them on the podcast before together.
My guest is Brian Vanderheyden who ran a search from Chicago starting in 2015 and 2 years later in 2017 acquired a company called Richmond Alarm Company in Richmond, VA. Richmond Alarm was founded 73 years ago and Brian acquired the business from the founder’s two sons who had taken over the business from the father.
My guest today is Scott Picker. Scott was born and raised in Oregon and went to college at Washington State University where he majored in agriculture education and horticulture, before starting Aspen Creek Landscaping in Sherwood, Oregon.
Most of the investors I’ve had on the podcast aren’t interested in consumer businesses, which is precisely why I wanted to talk to a consumer focused investor. Enter Ben Rudman. Ben is the founder of Charis Consumer Partners, a consumer focused independent sponsor, and has a passion for consumer businesses that is hard to resist.
My guest today, Mason Myers, has spent the last 10 years building an incredible investment vehicle called Greybull Stewardship. With Greybull, Mason has acquired 11 portfolio companies with an evergreen fund structure with opportunities for LPs to add or withdraw capital only every four years.
My guest today, Joel Blake, has a fascinated story about how he became an owner of a manufacturing sales company called Marketing Technologies. Before acquiring, Joel first worked for the company as an employee before he and another partner took over the business from the two retiring owners. Joel calls this model entrepreneurship through apprenticeship and it’s a major topic of our discussion.
I’ve done a few search fund focused episodes, for instance last week’s episode focused on life during a search. In this episode exploring search funds, Betsy Brandt joins me to talk her preparation in launching her search fund, Forest Park Capital.
I continue exploring search funds and with this episode I talk with a searcher who is in the middle of the process and thus is experiencing it’s ups and downs live. My guest, Jules Brenner, runs a self-funded search called Manufacturing Succession and as the name implies is focused on acquiring a manufacturing company.
Trish Higgins was the guest on my very first podcast episode and was kind enough to share her time with me when I had no downloads, no show, and no website. Funny enough, that first episode is still my most downloaded episode to date. A lot has happened since then and I’m very excited to have Trish on the show for a second episode. In this episode, we cover Trish’s recent move to the operating side, how Chenmark has evolved including what’s become easier and more difficult over time, and we dive briefly into landscaping.
I’m continuing to focus on specific themes within small company investing and this episode focuses on owner outreach during a search. My guests for this episode are JR De Agostini and Max Artz from Peterson Partners who ran their own search and are now running the search investment fund at Peterson.
I’ve wanted to record a few episodes that focus on specific themes, industries, and strategies around acquiring small companies and this episode is the first in a few to come. My guest today is an anonymous Twitter account named Defensive Capital who I’ve gotten to know over the past few months. True to the account’s name, he works in supply chain in the defense industry and our conversation focuses on opportunities for entrepreneurs and searchers in the industry.
My guest Ali Aydar has a fascinating background. Today he’s the CEO of Sporcle, an online trivia business, but earlier he worked in various venture backed companies playing the finite game and decided to play the infinite game at Sporcle instead. He is the first business owner on the podcast and we talk about operating a business through tough times, the advantages of having permanent capital in a business, and his choice in leaving the finite game.
My guests today come from the recently created ESOP holding company called Empowered Ventures which today owns TVF, a textiles company in Indianapolis. Chris Fredericks is the President of TVF and Empowered Ventures and will be joined by Spencer Springer full time once Spencer’s MBA program with Northwestern is wrapped up.
My guest on this episode is a person who writes anonymously on Twitter under the pseudonym Clearing Fog. We connected a few months ago on Twitter and in this episode we talk about his career in investment banking and private equity, why he writes anonymously and his thoughts on writing publicly, and what he’s thinking about next.
My guest today is Greg Geronemus. Greg and his partner David Rosner founded a search fund named Footbridge Partners after their time at Harvard Business School and acquired a tour operating company called smarTours. Four years later they sold smarTours to a private equity firm and raised a fund to invest in other searchers.
This is my second episode hearing from investors on how they are adapting their companies, this time with Justin Turner from Traction Capital Partners.
I recorded this episode with Mikel Berger from Little Engine Ventures and another with Justin Turner from Traction Capital Partners to hear from investors on what’s going on in their companies today. I asked Mikel what he’s seeing in his portfolio companies, community, and what he’s been advising his companies to do.
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