Jan 23Member-onlyA Principle To Change Your LifeNever has there ever been a time where you matter than now. You’re powerful. As legendary historian Ariel Durant said: “The only real revolution is in the enlightenment of the mind and the improvement of character, the only real emancipation is individual, and the only real revolutionists are philosophers and…Life3 min readLife3 min read
Published in Journey To A Billion·Jan 13Member-onlyAre Banked Deals Better Than Proprietary?“Proprietary deal flow is where it’s at.” “Off-market deals are how independent sponsors earn their keep.” This is the generally accepted value-add to being an independent sponsor. But isn’t the right question for sponsors to consider: “How should I spend my time and invest my energy for the greatest chance…Private Equity2 min readPrivate Equity2 min read
Published in Journey To A Billion·Jan 12Member-onlyLive Deal: My Plan To Win A $150M Competitive AcquisitionBeyond price, conviction and communicating how valuable you’ll be to the seller are the keys to winning a competitive auction. As I type, my little shop is competing in an auction that began with eighty major PE buyers and we’re down to the top five. Thus far to get to…Investing3 min readInvesting3 min read
Jan 5Daily Action 1/5/23So it looks like our $20M+ EBTIDA marketing deal may be back in action, though I’ll remain skeptical of our squirrely seller who’s generally been touch and go and indecisive. The firms advisor is saying he’s motivated again — likely the recession uncertainties kicking in. Capital markets for these kinds…Private Equity2 min readPrivate Equity2 min read
Published in Journey To A Billion·Jan 3Member-only5 Lessons Learned As An Independent Sponsor In 20222022 was a hard but productive year. We took some big shots on goal and deepened foundations needed to achieve our firm goals in 2023 — we’re very excited going into 2023. Our goals in 2022 were to establish two middle-market platforms and lay foundations for Iremia Fund I. While…Private Equity5 min readPrivate Equity5 min read
Dec 31, 20227 Random Life Lessons From 20222022 was a tough but productive year. Goals weren’t fully accomplished though foundations were deepened — to the point where I’m excited to blow out 2023. My work goals related to my firm were to establish one lower-middle-market ($20-$50M enterprise value) acquisition, and a larger middle-market ($50M-$500M enterprise value) acquisition. …Life8 min readLife8 min read
Feb 22, 2020Member-onlyAnswer Every Difficult Question To Ensure You Achieve Your DreamsChoosing to be better is the answer to all your difficult questions and is the mindset required to uphold your highest ideals and maximize your potential in this lifetime. Everything worthwhile is hard and the more difficult the more you should run toward what’s hard. If you can accept, appreciate…Personal Development2 min readPersonal Development2 min read
Feb 9, 2020Member-onlyDon’t Waste 20 Years To Learn These 11 Lessons We Often Learn Too LateIf you are not a liberal at 20, you have no heart. If you are not a conservative at 35 you have no head.” — John Adams, Winston Churchill and probably many more. Eventually these truths become apparent whether you are seventy five or seventeen. It’s so hard to see…Life14 min readLife14 min read
Sep 19, 2019The Best Kept Secret Of SuccessForcing the commitment level of your ‘whys’ are the key to succeeding in everything you do. Humans are adaptable — on one day, someone can be weak and regular, on another, super human and adaptable. When it matters, we find a way. One day while her son was working underneath…Entrepreneurship3 min readEntrepreneurship3 min read
May 19, 20192 Proven Strategies From 2 Legends Will 10X Your ProductivityThe Effective Executive is considered one of the most influential business books of all time. It’s writer, Peter Drucker is considered one of the father’s of management consulting and spent a long career advising Fortune 500 CEO’s, government leaders and more. He’s revered by some of the leaders in corporate…Productivity2 min readProductivity2 min read
