On episode eight of season three of Private Equity Deals, Chris and Rob Michalik discuss Kinderhook Industries’ investment in Ironclad Environmental Services.
Chris and Rob are twin brothers and co-founders of Kinderhook, a twenty-year-old private equity firm that manages $5 billion specializing in middle-market businesses across healthcare services, enviro ... Show More
Jan 2025
Striking Oil – CrownRock by Lime Rock Capital (S3.EP.11)
When you think of the greatest private equity deals of all time, names like Google, Facebook, Uber, Dell, and Hilton come to mind. After a recent episode of Private Equity Deals, you might also think about 3G’s acquisition of Burger King. But I’d bet you wouldn’t think about an o ... Show More
1h 6m
Dec 2024
Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (S3.EP.10)
Consolidation in asset management is one of the industry's most important trends. When any industry enters a mature phase, consolidation brings the benefits of economies of scale, product depth, and broader services to meet client demands. We’ve seen a rising tide of merger activ ... Show More
1h 2m
Apr 2023
Roper Technologies: Industrial Titan to Software Giant - [Business Breakdowns, EP. 108]
This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Roper Technologies. Roper is a fascinating case study in how an old industrial business can pivot into a new world focused on software and technology. Roper was founded in 1890 as a manufacturer of in ... Show More
47m 23s
Mar 2024
S2E7: High-Level Insights with Logistics Managers’ Index Creators Dale and Zac Rogers
For our March episode, co-hosts Ted Stank and Tom Goldsby spoke with father-and-son supply chain researchers Dale Rogers and Zac Rogers, the proprietors of the Logistics Managers’ Index, about diversifying supply chains, global redesign, friendshoring, and much more. Dale is the ... Show More
40m 26s
Jul 2023
Gary Coover: Designing a Sustainable Token Economy - [Web3 Breakdowns, EP.79]
This is Eric Golden and my guest today is Gary Coover. Gary spent 8 years building Samsung’s innovation arm, Samsung Next, before he was drawn into the Web3 world. Today, he is the Chief Operating Officer of Superlayer, a venture studio focused on building Crypto startups. We sta ... Show More
45m 24s
Mar 2020
Focus, Resiliency, and Grit: Three Seeds for a Sustainable Startup with Stuart Lombard of Ecobee
On the show today is Stuart Lombard, co-founder and CEO of ecobee. Ecobee is a Canadian home automation company that makes thermostats for residential and commercial use. They are on a mission to create a more sustainable world by simplifying everyday life. In this episode, we le ... Show More
34m 50s
Feb 2024
S2E6: Planning for Global Business Success with Schneider Electric VP Jen Kelly
For our February episode, co-host Ted Stank was joined by guest host Lance Saunders, associate professor of supply chain management. They spoke with Jen Kelly, vice president of planning for North America at Schneider Electric, about shortening supply chains, nearshoring and supp ... Show More
31m 3s
Jul 2021
#203 - Why Dunder Mifflin Should Be a Real Paper Company & An Inside Look Into MicroAcquire With Andrew Gazdecki
In this two-part episode, Sam (@theSamParr) and Shaan (@ShaanVP) start off with ideas on building brands around pop culture, discuss the drama around the private space race, and talk about a few business-in-a-box concepts. In the second part they interview Andrew Gazdecki (@agazd ... Show More
1h 7m
Apr 2020
David Samra, Artisan Partners - The Primary Driver of Our Behavior Is Finding a Company That Trades At A Discount To Intrinsic Value | #216
In episode 216 we welcome our guest, David Samra, a managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team. In today’s episode, we discuss David’s background and what led him down the path of value investing. We cover the chara ... Show More
58m 37s