In this episode, Leah Berend of Marrin Investment Partners sits down with Nicole Behm-Koep of Quazar to discuss the future of private equity. Nicole shares her unique journey into the investment banking world, the evolution of Quazar, and key milestones that have shaped the company. They dive deep into exit strategies, market trends, and notable deals that highlight the importance of strong internal teams and client relationships. If you're interested in the intricacies of private equity and investment banking, this episode is a must-listen!

Chapters:

(00:00) Introduction

(01:10) Nicole's Background

(04:25) Quazar's Clientele and Services

(08:45) Philosophy and Evolution of Quazar

(14:30) Key Milestones of Quazar

(24:00) Notable Deals and Transactions

(36:15) Readiness for Sale

(41:00) Conclusion

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In this insightful episode, host Leah Berend is joined by Jennifer Zick, founder and CEO of Authentic, to explore the concept of authentic growth marketing. Jennifer shares her journey of founding Authentic and delves deep into the importance of building brand equity, especially within the private equity landscape. Discover how authentic growth marketing can transform businesses, drive sustainable value, and overcome common marketing pitfalls.

Chapters:

(00:00) Introduction

(00:35) Jennifer Zick's Background

(02:15) Authentic Growth Marketing Explained

(05:00) The Authentic Growth Marketing Maturity Matrix

(10:45) Differentiating Authentic Growth Methodology

(15:30) Benefits and Challenges for Private Equity Firms

(25:00) Building Brand Equity in Private Equity Investments

(30:15) Case Studies and Success Stories

(40:00) Key Takeaways

(45:00) Conclusion

Sponsors:

https://exceed320.com

https://www.marrininvestment.com/podcast

Hosted on Acast. See acast.com/privacy for more information.

Unlock the secrets of effective referral generation in the private equity realm with Jeff, an expert in business networking and strategy. Discover a systematic approach to understanding referral dynamics and learn how to craft stories that resonate with potential referral sources. Dive into the nuances of building a robust referral network, the importance of accountability, and the strategic ranking of professional contacts. If you're looking to enhance your referral game and foster meaningful business relationships, this episode is a goldmine of insights!

Chapters:

(00:00) Introduction

(00:15) The Importance of Empathy in Referrals

(01:30) Six Stories Technique for Referral Success

(03:45) The Three Characters of Referrals

(06:00) Systematic Approach to Referrals and Networking

(08:15) The Impact of Storytelling in Referrals

(10:30) The Nike Approach to Referrals

(12:45) Accountability and Tracking in Referral Strategy

(15:00) Master Networkers and Their Secrets

(17:15) Introduction vs. Referral

(19:30) Ranking System for Referral Sources

(21:45) Creating a Referral Strategy Document

(24:00) Concluding Thoughts and Takeaways

Sponsors:

https://exceed320.com

https://marininvestment.com/podcast

Want to keep the conversation going?

Catch up with Jeff at https://www.thereferralnavigator.com/ and visit Leah at https://www.marrininvestment.com/ to learn more about private equity and subscribe to her newsletter so you never miss an episode.

Hosted on Acast. See acast.com/privacy for more information.

In this insightful episode, Leah Berend, a private equity investor with a zeal for business growth, engages in an enlightening conversation with Jeff Tockman, a referral generation maestro. Together, they dissect the transformative role of referrals in bolstering private equity firms and fostering organic value within portfolio companies. Jeff imparts his wisdom on the strategic use of referrals, not just for client acquisition but also for team expansion. Tune in to learn how a systematic referral approach can accelerate deal flow and secure a more substantial ROI, all through the power of relationships and strategic storytelling.

Chapters:

(00:00) Introduction

(01:20) Jeff's Background in Referral Generation

(03:45) The Five Advantages of Referrals

(06:10) Implementing a Referral Strategy in Private Equity

(08:30) The Importance of Referrals in the Digital Age

(11:50) Building Relationships and the Future of Private Equity

(15:00) Referral Contributions to Organic Growth

(18:35) Success Stories and Strategies

(21:50) The Art of Storytelling in Referrals

(25:10) Expanding Your Referral Sources

(27:45) Conclusion and Future Discussions

Want to keep the conversation going?

Catch up with Jeff at https://www.thereferralnavigator.com/ and visit Leah at https://www.marrininvestment.com/ to learn more about private equity and subscribe to her newsletter so you never miss an episode.

Hosted on Acast. See acast.com/privacy for more information.

Join Leah Berend from Marrin Investment Partners as she welcomes Nisheet Gupta, a seasoned CFO with a global career spanning nine countries, for an insightful discussion on the evolving role of the CFO in private equity. In this episode, Nisheet shares his personal journey, emphasizing the importance of cash management in small businesses and revealing strategies for fostering growth and driving transformation. He also delves into the impact of AI and ML on financial management and offers practical advice for businesses looking to leverage new technologies. Tune in to discover the future of private equity and how CFOs are shaping it.

Chapters:

(00:00) Introduction

(00:47) Nisheet Gupta's Background

(05:12) The Changing Role of the CFO

(11:34) Beyond Financial Management

(15:21) AI and Machine Learning Insights

(20:57) Talent Retention and the Future of AI

(24:43) Conclusion

Sponsors:

https://exceed320.com

https://www.marrininvestment.com/podcast

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.