From the first HVAC Services acquisition to the 25th with Steve Carroll

From the first HVAC Services acquisition to the 25th with Steve Carroll

In today's episode we have Steve Carroll, CEO and Co-Founder of Kelso Industries, join us to share his journey from a small-town construction background to leading a 25-acquisition HVAC roll-up. We dive into his Walmart days scaling EBITDA from $15M to $250M, his views on where PE firms get it wrong, and how Kelso’s long-term partnership model is flipping the script on traditional roll-ups. [00:00] Steve Carroll joins to discuss Kelso Industries' growth from 1st to 25th acquisition [00:...

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Leon Brujis on The Advantages of Diversity in a Private Equity Firm

Leon Brujis on The Advantages of Diversity in a Private Equity Firm

Today’s Guest Today we welcome Leon Brujis who is a partner at Palladium Equity Partners. The firm was founded in 1997 and has invested over $2.8 billion of capital across different industries like r...

9 Elo 202121min

Jon Ostenson on the Challenges of Investing at the Franchise Level

Jon Ostenson on the Challenges of Investing at the Franchise Level

Today’s Guest Today we welcome Jon Ostenson CEO of FranBridge Consulting & Capital (FBC). As the former president of an Inc. 500 franchise system and a multi-brand franchisee himself, Jon is an exper...

26 Heinä 202122min

James Lee on Maintaining a Smoother Deal Process through Transparent Communication and Standardizing M&A Purchase Agreements

James Lee on Maintaining a Smoother Deal Process through Transparent Communication and Standardizing M&A Purchase Agreements

Today’s Guest Today we welcome James Lee who is a partner at Proskauer Rose’s private equity/M&A group. He advises private equity firms, venture capital funds, and portfolio companies on a variety of ...

12 Heinä 20211h 1min

Nancy Barnes on Common HR Mistakes Made by Private Equity Firms and Portfolio Companies

Nancy Barnes on Common HR Mistakes Made by Private Equity Firms and Portfolio Companies

Today’s Guest Today we welcome Nancy Barnes, a freelance human resources professional who works with several businesses inside a private equity portfolio. In her 18 years of talent management, she has...

28 Kesä 202131min

Anthony DeCandido on the Importance of ESG in Private Equity and Essential ESG Metrics to Report

Anthony DeCandido on the Importance of ESG in Private Equity and Essential ESG Metrics to Report

Today’s Guest Today we welcome Anthony DeCandido who is a financial services partner at RSM, the leading provider of audit, tax, and consulting services to the middle market. He also serves as RSM’s ...

14 Kesä 202128min

Dan Shockley on How to Build Trust Between Private Equity Firms and Portfolio Companies

Dan Shockley on How to Build Trust Between Private Equity Firms and Portfolio Companies

Today’s Guest Today we welcome Dan Shockley, Managing Director and Co-Founder of LFM Capital. Dan has over two decades of experience in management leadership and operations. He has held managerial pos...

31 Touko 202138min

Kjael Skaalerud on The Digital Collision Coming for Private Equity and Venture Capital Firms

Kjael Skaalerud on The Digital Collision Coming for Private Equity and Venture Capital Firms

Today's Guest Today we welcome Kjael Skaalerud, the Chief Revenue Officer in Altvia, a market-leading provider for CRM and investor & deal management systems built explicitly for Private Equity Firms....

17 Touko 202148min

Reynir Indahl on Sustainability, ESG Investing and Solving Global Challenges in the Private Equity Industry

Reynir Indahl on Sustainability, ESG Investing and Solving Global Challenges in the Private Equity Industry

Today’s Guest Today we welcome Reynir Indahl, Founder and Managing Partner of Summa Equity, a company solely dedicated to impact investing in companies that seek to solve global challenges. He enjoys ...

3 Touko 202139min

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