PodcastyBiznesBuyers and Builders

Buyers and Builders

PrivateEquityGuy
Buyers and Builders
Najnowszy odcinek

156 odcinków

  • Buyers and Builders

    How I Left PE and Bought 16 Companies | Kaido Veske Interview

    03.03.2026 | 55 min.
    Mike Markus ( ⁠https://x.com/PrivatEquityGuy ) talks with Kaido Veske of Livonia Partners ( https://www.livoniapartners.com/ ) about Kaido’s journey from working at a mid-cap private equity firm in the US to returning to Europe, raising a fund that now manages nearly $200 million, and completing 16 acquisitions to date.

    0:00 Why start a fund
    2:56 Wharton and early US exposure
    3:39 US finance years and coming back to Europe
    6:03 Livonia today: focus and deal size
    7:06 Minority and majority deals
    7:23 Fundraising as a first-time GP
    8:25 Early deals: structuring and fund size limits
    10:08 Fund 1 vs Fund 2 evolution
    13:38 Sourcing engine and “kill list”
    16:00 Small market, big opportunity
    20:32 Post-acquisition playbook and cadence
    25:55 Thermory case: build, buy, exit
    35:43 Mistakes: leverage and market calls
    38:28 Fund size ceiling in the Baltics
    46:54 Team lessons and alignment

    Sponsors:
    https://capitalpad.com/ - A deal-by-deal private equity investing platform
    https://www.spacebarstudios.co/inquire

    This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
  • Buyers and Builders

    10 Acquisitions in 24 Months, No Fund | Travis Jamison Interview

    27.02.2026 | 19 min.
    Mike Markus (⁠ https://x.com/PrivatEquityGuy⁠ ) talks to Travis Jamison of CapitalPad ( https://capitalpad.com/ ) about building a deal-by-deal investing platform that’s already powered 10 acquisitions, with some deals projected to have an IRR of 25% or more.

    Timestamps:
    0:00 Intro
    0:36 Why CapitalPad exists
    3:08 Platform walkthrough
    5:22 Lessons from the first 10 deals
    7:16 What a typical deal looks like
    9:10 Vetting sponsors/searchers
    12:44 Investor improvement and portfolio construction
    17:32 What top sponsors do differently

    Sponsor:
    https://capitalpad.com/ - A deal-by-deal private equity investing platform

    This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
  • Buyers and Builders

    Why This Operator Won’t Raise a Fund (17 Companies, 9 Exits) | Vic Keller

    22.02.2026 | 1 godz. 12 min.
    Mike Markus ( ⁠https://x.com/PrivatEquityGuy ) talks to Vic Keller of Experience Ventures ( https://www.linkedin.com/in/vickeller/ ) about building 17 companies over two decades with 9 exits, having businesses acquired by Berkshire Hathaway, and his operator-first approach to building durable, people-driven companies - including a vertically integrated car wash platform spanning manufacturing, chemistry, and service/maintenance.

    0:00 Deal-by-Deal vs Fund Life
    3:48 Operator Mindset in the Lower Middle Market
    8:10 Buffett Lessons + Durability
    18:36 Car Wash Playbook
    23:46 HoldCo Structure
    27:50 Recruiting A-Players
    32:17 Co-Invest Partners
    36:22 Bigger Deals: What Changes
    39:28 Debt vs Equity
    42:06 Founders: Recap vs Sell to PE
    48:04 ETA/Search Funds: Post-Close Risk
    55:10 People and Investing in Yourself

    Sponsors:
    https://capitalpad.com/ - A deal-by-deal private equity investing platform
    https://www.spacebarstudios.co/inquire

    This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
  • Buyers and Builders

    Off-Market Deal Flow for $2M-$200M Founder-Led Companies

    18.02.2026 | 38 min.
    Operators, independent sponsors, searchers, and lower middle market investors: this episode is about building repeatable deal flow in the $2-15M EBITDA range by making opportunities, talent, and capital come to you.

    You’ll learn “relationship compounding” through two lenses: Larry Gagosian - the billionaire art dealer who engineers environments where influential people want to be (all in service of one goal: selling more art) - and TheRealEstateG6 ( https://x.com/TheRealEstateG6 ) on X, whose “yacht” framework shows how to stop restarting from zero and build platforms, venues, and proof that create real gravity.

    Show notes:
    0:00 Build “inbound” deal flow in the $2-15M EBITDA range
    2:58 Why most relationships don’t compound (and how to fix it)
    6:44 The first upgrade: become a “regular” and let familiarity stack
    10:22 Gagosian’s flywheel: one gatekeeper unlocks the next layer
    13:05 Build your “market map” (CRM mindset) before it pays you
    16:09 “Create your own yacht”
    19:28 Deal flow as a two-sided platform: owners + capital allocators
    25:07 Modern yachts: Shark Tank, media, and flipping who chases who
    31:59 The 5-question test for a real yacht
    38:11 The whole thesis: manufacture situations where people come to you

    Sponsor:
    https://capitalpad.com/ - A deal-by-deal private equity investing platform

    This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
  • Buyers and Builders

    5 Acquisitions in 24 Months: How I Got 60-70% Seller Financing | Millen Rastogi Interview

    13.02.2026 | 1 godz. 22 min.
    Mike Markus ( ⁠https://x.com/PrivatEquityGuy ) talks to Millen Rastogi of UniversaCare ( https://www.linkedin.com/in/millenrastogi/ ) about leaving his analyst role at Deutsche Bank to build a healthcare roll-up and acquire five companies.

    Show notes:
    0:00 Millen Rastogi
    1:05 From Deutsche Bank to home care
    4:30 Walking into a mess
    13:26 Funding the early years
    19:54 Growth numbers + COVID hit
    23:02 Margins and revenue
    25:50 Building the platform to buy
    27:17 First acquisition
    30:56 Seller financing playbook
    36:35 The “silver tsunami” sellers
    41:50 Second acquisition
    51:48 70% seller-financed deal example
    1:09:09 Learning M&A with AI + X

    Sponsors:
    https://capitalpad.com/ - A deal-by-deal private equity investing platform
    https://www.spacebarstudios.co/inquire

    This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

Więcej Biznes podcastów

O Buyers and Builders

The Buyers and Builders podcast with PrivateEquityGuy is a place where you can find meaningful conversations about holding companies, buying and building businesses, entrepreneurship, investing, and more. Be sure to follow the podcast, so you never miss an episode!
Strona internetowa podcastu

Słuchaj Buyers and Builders, Founders i wielu innych podcastów z całego świata dzięki aplikacji radio.pl

Uzyskaj bezpłatną aplikację radio.pl

  • Stacje i podcasty do zakładek
  • Strumieniuj przez Wi-Fi lub Bluetooth
  • Obsługuje Carplay & Android Auto
  • Jeszcze więcej funkcjonalności
Media spoecznościowe
v8.7.2 | © 2007-2026 radio.de GmbH
Generated: 3/4/2026 - 6:18:29 PM