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Jun 2025
31m 55s

Fixing Broken Companies Through Smart De...

KISON PATEL
About this episode

Marc Bell, CEO of Marc Bell Capital

Marc Bell is a self-described “deal junkie” who’s built an empire across internet infrastructure, real estate, entertainment, defense, and private equity. In this episode, Marc breaks down his unconventional path—from turning around Penthouse into a $500M acquisition engine, to producing Tony Award-winning Broadway shows, to backing national security tech ventures and building satellites.

Marc shares the playbook he’s refined over decades: how to spot a distressed asset worth saving, why structure and cash flow trump hype, and how to create value by backing the right people and thinking creatively about capital. Whether you're a corporate acquirer or an entrepreneur with a nose for opportunity, this is a masterclass in pragmatic, performance-driven dealmaking.

Things you will learn:

  • How to spot and structure deals for distressed or undervalued businesses

  • Why betting on the right operator (“the jockey”) is more important than the business model

  • The importance of supply chain control and cash flow in strategic execution

  • Creative approaches to capital structure, seller financing, and aligning incentives

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Join Kison at the DealMakers Forum in New York City!
This event connects the most active players in M&A and corporate finance. Meet top M&A executives, investors, and deal advisors and discover how senior leaders structure and close high-value deals.

Register Today!
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Episode Chapters

[00:01:00] Early Career & First Exit
[00:03:00] Buying Penthouse out of Bankruptcy
[00:04:30] Leveraging SPACs to Launch a Mortgage REIT
[00:05:30] Producing Broadway Hits
[00:06:30] Owning Real Estate to Control Operations
[00:08:00] Entrepreneurial Mindset & Real Estate Arbitrage
[00:10:00] What Marc Looks for in New Ventures
[00:11:00] Case Study: Turning Around a Watch Brand
[00:13:00] Capital Structure Strategy
[00:15:00] Avoiding Overvaluation & Managing Risk
[00:18:00] Betting on the Jockey
[00:26:00] Incentive Alignment in Operations


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