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Middle Market Musings

Business & Economics Podcasts

Middle Market Musings, a podcast dedicated to the people and ideas of the Middle Market, hosted by Andy Greenberg (GVC) and Charlie Gifford (New Heritage Capital).

Location:

United States

Description:

Middle Market Musings, a podcast dedicated to the people and ideas of the Middle Market, hosted by Andy Greenberg (GVC) and Charlie Gifford (New Heritage Capital).

Language:

English

Contact:

6107163186


Episodes

Episode 29 Matt Carroll, WestView Capital Partners

1/26/2023
Matt Carroll helps Andy and Charlie prove that Middle Market Musings is exactly as mature and insightful in 2023 as it was in 2022. Matt is a managing partner at WestView Capital Partners, a Boston-based private equity firm that recently closed on its $1 billion fifth fund. Matt has been a part of WestView since its inception in 2004. He charts the firm’s evolution into more intense pockets of industry focus while maintaining its stronghold as a leading investor of non-controlling equity....

Duration:00:47:04

Episode 28 Ed Bagdasarian, Intrepid Investment Bankers

12/7/2022
LA-based investment banking luminary Ed Bagdasarian misses the Slauson Cutoff and finds himself in the middle of an episode of Middle Market Musings. Ed is CEO of Intrepid Investment Bankers LLC, now part of MUFG. Ed begins with an extraordinary family story—he is of Armenian heritage, born in Romania, brought to the United States by his parents as a young teen. The family jewelry business provided identity and an introduction to the entrepreneurial life. Ed traces his own investment banking...

Duration:00:48:27

Episode 27 Rusty Goodsell, New Orchard LLC

11/21/2022
Rusty Goodsell, CEO and Co-Founder of New Orchard LLC, joins us for a podcast all about culture – or as they say in Boston, “cultcha.” (Charlie doesn’t say that -- other Bostonians). New Orchard is an analytics company that helps business buyers and other clients more quickly assess organizational culture as part of their operational/investment decisions. New Orchard’s approach to “quality of organization” echoes the “quality of earnings” model that has become so prevalent over the past 15...

Duration:00:34:05

Episode 26 Pete Stavros, KKR

10/27/2022
Pete Stavros is a Partner & Co-Head of Americas Private Equity at KKR, as well as founder/chairman of Ownership Works, a nonprofit organization that partners with companies and investors to provide employees with the opportunity to build wealth at work. Pete and the guys discuss the role of global investment firms like KKR versus middle-market PE groups, the personal and business experiences that led to the formation of Ownership Works and the activities of that organization. There’s also...

Duration:00:49:47

Episode 25 Parker Weil, Cowen

10/12/2022
Parker Weil is vice chair of investment banking at Cowen. He provides a lively excursion through three decades in the most successful echelons of M&A, beginning with his tenure as a junior banker during the “Liar’s Poker” era at Salomon. Parker views industry trends leading to his current role as vice chair and head of the group that encompasses sponsor coverage at Cowen. Andy and Charlie get his perspective on transaction activity involving investment banks, drawing on Cowen’s multiple and...

Duration:00:39:41

Episode 24 Jeffrey Stevenson, VSS Capital Partners

9/28/2022
Jeffrey Stevenson finds himself on the wrong side of town and becomes Charlie and Andy’s latest accomplice. Jeffrey is Managing Partner of VSS Capital Partners, a private investment firm that manages $4 billion in committed capital across eight funds. He recounts VSS’s early days as an M&A firm devoted to publishing/media, then the transitions into principal investing and an industry focus broadened to include information, business services, healthcare and education. An early highlight:...

Duration:00:37:15

Episode 23 Tom Bohn, ACG Global

9/8/2022
Tom Bohn, President and CEO of the Association for Corporate Growth, kicks off the fall season on Middle Market Musings. Tom discusses the state of mergers & acquisitions coming out of covid, his plans for the M&A industry’s largest trade association, and the business orientation he’s brought to trade group management. Most important, he engages in the forced, faux hip repartee that MMM listeners have learned to dread. Stay tuned to the end when Tom, Andy and Charlie pick the albums they...

Duration:00:47:43

Episode 22 Tarrus Richardson, IMB Partners

6/16/2022
Tarrus Richardson takes Middle Market Musings on a panoramic tour of the deal-making life. Tarrus is Founder and CEO of IMB Partners, a Bethesda, MD private equity fund targeting utilities and government contracting suppliers. Andy and Charlie ride along as Tarrus starts with stories about growing up in a family business in Chicago. Other stops before forming IMB in 2010: student leadership roles at Purdue and Harvard Business School, an investment fund in Ghana and a formative role at a...

Duration:00:46:05

Episode 21 Chris Williams, Avesi Partners

5/13/2022
As co-founder of the Harris Williams investment bank, Chris Williams is one of the best known figures in private company M&A. Chris’s storied career hits the wall that is Middle Market Musings. He regales Charlie and Andy with tales from his early career, then moves on to Harris Williams’ path to being an industry standard bearer. We also cover Chris’s evolution into private equity investor and his current activities as a founding partner at Avesi Partners, a PE fund geared to health care...

Duration:00:46:14

Episode 20 Delaware Private Markets Club

5/5/2022
The Private Markets Club is a group of University Delaware business students devoted to learning more about and engaging in the world of private finance. In a lapse of good judgment, the PMC invited Andy and Charlie to come in as guests. The MMM hosts quiz one another about their own origin stories, then field sharp, informed questions from Keaton Stott, Will Wallace and the rest of the club. Thought provoking, heartfelt and fun – the up and coming rock stars make the old guys work for it.

Duration:00:47:37

Episode 19 Jeri Harman, Avante Capital Partners

4/21/2022
Jeri Harman gives Andy and Charlie a lesson in “emotional intelligence” – like building a swimming pool in the desert. Jeri is Founder and Chairman of Avante Capital Partners, a woman- and minority-owned private credit and structured equity fund. The discussion is a fast-paced tour of Jeri’s early career, the impetus to create her own fund and the importance of culture in harnessing individual “super powers.” We then turn to the concept of investing for impact while maintaining superior...

Duration:00:45:39

Episode 18 Bill Tyson, Fifth Third Bank

3/30/2022
Bill Tyson is Managing Director and Head of Mergers & Acquisitions at Fifth Third Bank. During our wide ranging discussion, Bill shares stories amassed from a 37 year career spanning his time as an M&A banker, a commercial lender, and a Capital Markets specialist. He discusses the importance of culture, and how personal relationships and building trust among his co-workers has been paramount to building a winning team. Time is also spent exploring doing deals in the time of Covid, and the...

Duration:00:45:05

Episode 17 Bruce Fenton, Troutman Pepper

3/10/2022
Bruce Fenton takes on Andy and Charlie in a cage match for the ages! Bruce, the head of private equity at Troutman Pepper, traces his path to becoming a preeminent M&A attorney, assesses the professional landscape as represented by the combination of two storied law firms and gives his views on changes in the balance of power among actors competing for the attention of the private business owner. If you enjoy MMM’s trademark repartee, this one is like a mullet – a few minutes of party in...

Duration:00:42:39

Episode 16 Jon Lemelman, Classify / Riverside Partners

2/17/2022
Jon Lemelman, Riverside Partners and Classify. After nearly 20 years at Boston-based Riverside, Jon has co-founded Classify, a software application devoted to creating a smarter, stress-free digital workplace. Jon share’s his perspective on deal making at Riverside, a firm at the vanguard of private equity’s evolution to industry specialization. He talks about the experiences that led to Classify, and the change in perspective involved in capital formation and business management after so...

Duration:00:39:51

Episode 15 Eugene Fama, University of Chicago Booth School of Business

1/21/2022
Eugene Fama is the 2013 Nobel laureate in economic sciences, widely recognized as the “father of modern finance.” Professor Fama finds himself in the wrong part of town and ends up on a podcast with Andy and Charlie. Gene Fama is direct, funny, and generous in sharing insights on the evolution of financial markets dating back to his revolutionary efficient market hypothesis, the development of private equity as an asset class alongside of public equity, and a battery of current issues like...

Duration:00:42:19

Episode 14 Joe Conte, Standish Management

1/20/2022
Joe Conte is the Head of Strategy and Corporate Development at Standish Management, a leading fund administrator. Joe was long a fixture in middle market M&A as a managing director at Lazard before taking a senior role at Standish last year. Joe traces the evolution of the field from his early career stops as an attorney and as a young banker at Goldsmith Agio Helms. He also reflects on his recent transition from buy side to sell side and, with prodding from Charlie, shares his personal diet...

Duration:00:43:06

Episode 13 Jay Jester, Plexus Capital

1/6/2022
Jay Jester, partner at Plexus Capital, is the latest M&A luminary to spend an hour he’ll never get back with Andy and Charlie. Jay is well known as a leader in private equity’s evolution to more granular, industry-focused, relationship-based business development. He shares insights drawn from his prior experience at Audax Capital and his current focus at Plexus. Always a student of the industry, Jay chronicles the “four waves” of private equity as he has seen them.

Duration:00:45:34

Episode 12 Eric Zoller, Sixpoint Partners

12/16/2021
Eric Zoller is the Founder and current Partner of Sixpoint Partners, one of the largest fund placement advisors serving the middle market private equity industry. Eric traces Sixpoint’s development as an early entrant in the industry through the company’s 2019 sale to PNC Bank. Charlie, Andy, Eric have a spirited discussion about core, non-outsourceable functions in a superior private equity firm – a list once thought to include fund placement. Eric also provides his well thought out view of...

Duration:00:43:45

Episode 11 Lauren Mulholland, MiddleGround Capital

11/5/2021
Lauren Mulholland, Founding Partner of MiddleGround Capital, burns off an hour with Charlie and Andy. MiddleGround is an operationally focused private equity fund with more than $1.2 billion in assets under management. Lauren illuminates her own background in a business family, MiddleGround’s rapid growth since its formation in 2018, the actual differentiation that comes from an operational focus, and the importance of the firm’s commitment to principles of Diversity, Equity, Inclusion, and...

Duration:00:42:04

Episode 10 Sean Mooney, BluWave

10/5/2021
Sean Mooney, Founder and CEO of BluWave, stops by. BluWave is a fast-growing provider of best-in-class resources to more than 500 private equity funds. Andy and Charlie drill into how BluWave evolved from Sean’s own background in private equity, the particulars of the business model, and what the business itself says about signature trends in private equity – higher valuations, compressed returns, greater industry specialization and heightened pressure to capture growth and operational...

Duration:00:41:18