Private Equity Profits

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Ep68: Advantages of working with M&A Experts when Selling a Portfolio Company

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2 years ago

34 minutes 19 seconds

Private Equity Profits

Private Equity Profit Podcast with Cliff Locks Episode 068 Advantages of working with M&A Experts when Selling a Portfolio Company with Jacob Koenig

Jacob is responsible for managing the sale process from bid through closing and serves as a trusted advisor for Woodbridge’s clients. Prior to joining Woodbridge, Jacob spent 12 years at Goldman Sachs in Asia, most recently as Executive Director, heading Execution Services in Taiwan. His team covered more than 500 institutional clients globally. Top of Form

Listen to this informative Private Equity Profit episode with Jacob about mergers and acquisitions.

Here are some of the beneficial topics covered on this week’s show:

Jacob explains the biggest obstacles in M&A: working through the emotions of selling a business.
Jacob and his team focus is on finding the best fit for the company.
Jacob and Cliff talk about the importance of preparing management when selling a portfolio company.
The ‘closers’ main focus are the needs of that particular transaction.

Connect with Jacob:

LinkedIn: https://www.linkedin.com/in/jacobkoenig/

Connect with Cliff:

Instagram https://www.instagram.com/coached_beyond_success/

Ep67: Creating a Spectacular Life in Private Equity: Tips and Strategies

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2 years ago

19 minutes 15 seconds

Private Equity Profits

Jeff Higgins has been a self-employed real estate investor for the last 17 years. Jeff is continuing to accumulate cash flowing rental properties but also pursuing passion projects like his work with the men’s group, the Fraternity of Excellence. Jeff enjoys coaching men to find their inner strength and become their best.

Listen to this informative Private Equity Profit episode with Jeff Higgins about helping men get to the next level.

Here are some of the beneficial topics covered on this week’s show:

The fraternity of excellence and the help it provides men with fatherhood, finance, and marriage.
“Let the cash flow be your guide.”
Jeff discusses why men are not fulfilling their potential.

Connect with Jeff:

Website:

http://www.fraternityofexcellence.com/

Missionofexcellence.com

Mensvictoryalliance.com

Twitter: http://twitter.com/jeffreyhiggins

Instagram: http://instagram.com/jeffhig

Connect with Cliff:

Instagram https://www.instagram.com/coached_beyond_success/

Ep66: Fight Inflation with Precious Metals Royalties & Streaming Interest

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2 years ago

16 minutes 47 seconds

Private Equity Profits

Today we welcome David Garofalo to our show. David is the Chief Executive Officer, President, and Chairman of the board of directors of Gold Royalty. David is a globally recognized chief executive with over 30 years of experience in creating and growing multibillion-dollar sustainable mining businesses. He is here to educate us on how important the precious metals royalty market is to the mining industry and how you can diversify your investment portfolio. Top of Form

Listen to this informative Private Equity Profit episode with David Garofalo about investing in gold.

Here are some of the beneficial topics covered on this week’s show:

Gold is not a commodity, it is a currency, with zero interest rates.
Gold is one currency you cannot print or manipulate.
Base metals are driven by the fundamentals of supply and demand.

Connect with David:

Website: https://goldroyalty.com/

Twitter: https://twitter.com/GoldRoyaltyCorp

LinkedIn: in/GoldRoyaltyCorp

Connect with Cliff:

Instagram https://www.instagram.com/coached_beyond_success/

Ep65: Boosting Trust by Navigating Cybersecurity & Privacy in the Digital Age

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2 years ago

31 minutes 39 seconds

Private Equity Profits

Justin's corporate practice consists of representing domestic and international businesses and business owners in all aspects of their growth cycles, from structuring new ventures, raising capital, deploying technology, and advising about acquisitions and divestitures to reviewing and negotiating key vendor, employment, and customer contracts. He has closed M&A transactions valued collectively at more than $2 billion.

Listen to this informative Private Equity Profit episode with Justin Daniels about cybersecurity.

Here are some of the beneficial topics covered on this week’s show:

Justin makes the correlation how you treat someone’s data is a direct reflection of how you treat them.
Justin discusses the three ‘buckets’ of cybersecurity.

1. investments

2. Making Operations

3. Incident Response

Justin also talks about the book he and his wife wrote for the non-technical business executives to help educate non-technical business executives on creating trust regarding cybersecurity.

Connect with Justin:

Website: www.bakerdonelson.com

LinkedIn: https://www.linkedin.com/in/justinsdaniels/

Connect with Cliff:

Instagram https://www.instagram.com/coached_beyond_success/

Ep64: How to Design Your Legacy for Success and Empower the Next Generation

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2 years ago

24 minutes 29 seconds

Private Equity Profits

Chris Molenaar is a top agent in Saskatoon Canada. He’s a 2X icon award winner with eXp and was actually the 1st agent to join eXp Realty in Saskatoon. He’s managed to build a real estate team there locally and recently surpassed 100 agents in his rev share group. Chris teaches real estate lead generation and social media marketing to real estate agents across Canada and internationally.

Listen to this informative Private Equity Profit episode with Chris Molenaar about setting up the next generation for success.

Here are some of the beneficial topics covered on this week’s show:

The importance of teaching the next generation personal responsibility and not taking things for granted.
Knowing your family member and their strengths and weaknesses to set up succession planning.
The role of social media in this generation; and how social media shows the best and worst.

Connect with Chris Molenaar:

Website: https://chrismolenaar.exprealty.com

Facebook: https://www.facebook.com/cmolenaar

Facebook Page: https://www.facebook.com/therealchrismolenaar

Twitter: https://twitter.com/12Molenaar

Linkedin: https://www.linkedin.com/in/chrismolenaar/

Youtube: https://www.youtube.com/channel/UCTlBYNkVtOmRpM1W-CNNugw

Instagram: https://www.instagram.com/molenaarchris_/

Tiktok: https://www.tiktok.com/@molenaarchris_

Connect with Cliff:

Instagram https://www.instagram.com/coached_beyond_success/

Ep63: Enhancing Your Success Through Building Trust

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2 years ago

31 minutes 54 seconds

Private Equity Profits

Natalie is the author of The Power of Trust: How Top Companies Build, Manage and Protect It and President of Success Through Trust.

She’s been named one of the world’s Top Thought Leaders in Trust for 5 years in a row by Trust Across America. Other leaders who have been named include Howard Schultz founder and CEO of Starbucks and author Steven Covey.

Natalie is recognized as one of Canada’s Most Inspiring Women Business Leaders and Entrepreneurs.

She’s on a mission to help business owners and leaders grow their companies by helping them build relationships of trust with their customers and colleagues. Natalie’s training programs are based on research and science conducted over ten years and tested by 1,000’s of individuals.

A regular podcast guest and writer, she is a contributor to Forbes and featured in Economist Impact as a "Business Trust Expert.”

Listen to this informative Private Equity Profit episode with Natalie Doyle Oldfield about the science behind trust.

Here are some of the beneficial topics covered on this week’s show:

Natalie discusses the ‘science of how we trust’ and how to build trust with your clients.
How to determine your trust index to get a trust equity score.
Natalie explains, higher trust equity correlates to customer loyalty.

Connect with Natalie Doyle Oldfield:

LinkedIn: www.linkedin.com/in/nataliedoyleoldfield

YouTube: https://www.youtube.com/@nataliedoyleoldfield7668

Links Mentioned:

https://www.successthroughtrust.com

Natalie's book summary: The Power of Trust; How Top Companies, Build, Manage & Protect It

Natalie's book summary on website: website book summary here

Connect with Cliff:

Instagram https://www.instagram.com/coached_beyond_success/

Ep62: Partner for Financing Success. Value Creation with Rising Interest Rates

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2 years ago

27 minutes 35 seconds

Private Equity Profits

As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process, including sourcing, transaction execution and portfolio oversight. His mandate is to focus on opportunities across Canada and ensure that both Roynat Equity Partners’ and its portfolio companies’ goals are met.

Mark has extensive experience with investments and operations in small and medium sized businesses. Prior to joining Roynat, he was the head of Mergers and Acquisitions at Lynx Equity, a Toronto-based diversified private equity firm focused on acquiring small and medium-sized businesses. At Lynx, Mark was responsible for sourcing and executing new acquisitions, monitoring and overseeing existing portfolio companies, and developing the firm’s strategic direction. During his tenure at Lynx, the portfolio grew to 45 operating businesses with revenue in excess of $400M CAD.

Prior to working at Lynx, Mark was the CEO and founder of OutdoorPartnerMedia which grew to be a publicly-traded company with a market capitalization of $60 million and displays in major cities in the United States. Prior to founding OutdoorPartner, Mark worked as an investment banking professional at Salomon Smith Barney in New York, and a corporate lawyer at Heenan Blaikie in Toronto.

Mark received an LL.B/MBA from the University of Toronto, where he won the Hewlett Packard Award for top performance in Finance. He also graduated with honours from the University of Western Ontario with a B.A. in social science and statistics.

Listen to this informative Private Equity Profit episode with Mark Brodkin about partnering for financing success.

Here are some of the beneficial topics covered on this week’s show:

The correlation between having a good management team and lending.
The importance of trusting your team and how that trust makes you grow.
“If any business can ruin your week with one call, it’s not a good investment.”

Connect with Mark:

Website: www.roynat.com

LinkedIn: https://www.linkedin.com/in/mark-brodkin-8872759/?originalSubdomain=ca

Connect with Cliff:

Instagram https://www.instagram.com/coached_beyond_success/

Ep61: Simplifying the Mortgage Process

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2 years ago

41 minutes 18 seconds

Private Equity Profits

Eilon Shalev is a recent MBA graduate from the MIT Sloan School of Management At Sloan, he co founded Blockchain Lab which was the first-ever, project-based MIT Blockchain class in cooperation with the Digital Currency Initiative (DCI) which is a part of the MIT Media Lab. He successfully completed the Entrepreneurship & Innovating Track. He is the Founder & CEO of Elphi, a company streamlining the mortgage lifecycle from origination to securitization.

Prior to MIT Sloan, Eilon served his country for 12.5 years, configurating, Adopting, and implementing cutting-edge enterprise software. He wrote a novel at the age of 23 and was the first-ever Israeli to crowdfund a project in Israel, financing the publishing of his book. Eilon has a BA in Economics from Ben-Gurion University

Listen to this informative Private Equity Profit episode with Eilon Shalev about Elphi and mortgages.

Here are some of the beneficial topics covered on this week’s show:

How Elphi simplifies the mortgage process
The use of artifical intelligence in mortgages

Connect with Eilon:

https://www.elphi.io

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2 years ago

35 minutes 58 seconds

Private Equity Profits

Ep60: PE 2022 Year in Review and A Look Forward to 2023 The Value of Boards & their Fiduciary Responsibilities

Listen to this informative Private Equity Profit episode about 2023.

Here are some of the beneficial topics covered on this week’s show:

biggest challenge for growth in 2023
best new opportunities for 2023

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2 years ago

16 minutes 17 seconds

Private Equity Profits

Ep59: Enhancing PE Portfolio Value - Invest $5 Million Early to Drive $50 Million and $100 Million Exits

This week, the tables are turned, as Seth Greene interviews Cliff. Learn more about Cliff Locks and Investment Capital Growth.

Here are some of the beneficial topics covered on this week’s show:

Understanding a company’s culture
Build your relationships to scale your organization
Listening and identifying a company’s needs

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2 years ago

27 minutes 39 seconds

Private Equity Profits

Ep58: The Best of Season One, Part 2

Listen to this informative Private Equity Profit episode with Alternative Investing.

Here are some of the beneficial topics covered on this week’s show:

Looking at the market for alternative investing
Risk and rewards associated with alternative investing
Value and price in the market

Featuring:

Ben Carmona, Managing Partner at Perch Wealth. Ben is an expert in real estate investments, structures, and strategies.

www.perchwealth.com

Joshua Ziegelbaum, Director of Investor Relations at Legacy Group. Josh is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives.

www.legacy-group.co/

Jerry Fetta, CEO and Founder of Wealth DynamX. Jerry’s purpose is to help create millions of financially solvent families who can achieve greater financial freedom.

https://wealthdynamx.com

Connect with Cliff:

Ep57: The Best of Season One Part 1

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2 years ago

32 minutes 39 seconds

Private Equity Profits

Listen to this special Private Equity Profit episode with clips from Season One regarding families and wealth.

Here are some of the beneficial topics covered on this week’s show:

Does more money really mean more problems?
How do people gain and retain wealth to pass to future generations?
How do I protect generational wealth?

Featuring:

Andrew Busser, President of Family Office at Pitcairn. Pitcairn has partnered with some of the world’s wealthiest families to meet their needs and drive better outcomes.

http://Pitcairn.com

Dr. Patrick Maurenbrecher, Managing Partner and CIO at Kontora Family Office. Kontora Family Office provides services to families, single-family offices, and non-profit organizations in Germany

http://kontora.com

Sean Miller, Chief Investment Officer and Portfolio Manager for Miller Asset Solutions LLC. Sean’s primary responsibility is research and implantation of investment ideas.

www.millerasset.com

Connect with Cliff:

Ep56: Gain Value with Cliff

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2 years ago

27 minutes 14 seconds

Private Equity Profits

Cliff Locks is the founder and president of Investment Capital Growth, a strategy, and operations management consulting firm that works with senior management and CEOs to drive the process from planning to implementation and obtaining bottom-line results. Cliff is a Certified - Professional Masters Independent Board of Director by the American College of Corporate Directors.

Here are some of the beneficial topics covered on this week’s show:

M&A Hyper Accellerator program
CK Locks Consulting

Connect with Cliff:

Ep55: Preparing your Portfolio Companies for a Successful Exit with the M&A Hyper Accelerator Educational Program

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2 years ago

4 minutes 26 seconds

Private Equity Profits

Listen to this special Private Equity Profit episode with Cliff Locks as he discusses an opportunity for portfolio companies to help ensure they will sell with a 1.5x average valuation increase. He introduces the M&A Hyper Accelerator Educational Program. The program is designed to help companies prepare for their exit and maximize their value.

Here are some of the beneficial topics covered on this week’s show:

The importance of preparing portfolio company executives for a successful exit
The value of the M&A Hyperaccelerator educational program
The potential for a 1.5x average valuation increase for companies that go through the program

Connect with Cliff:

M&A Hyper Accelerator Educational Program https://www.startupcourse.com/

cliff@investmentcapitalgrowth.com

https://www.investmentcapitalgrowth.com/

(631) 338-2114