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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).
80 Episodes
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SRS Acquiom is known to many for shareholder representation, paying agent, escrow agent and other services that help the parties on both sides complete an M&A transaction. They’re also known for the annual Deal Terms Study and other analysis extracted from their data and experience. It turns out there’s a guy for that! Kip Wallen is SRS Acquiom’s Senior Director for Thought Leadership. Click on this one for a survey of Kip’s Minnesota boyhood and early legal backg...
Middle Market Musings kicks off its fifth season with a true survivor. Steve Tipler is managing director in the Financial Sponsors group at Piper Sandler Companies. He has survived a lifetime of Minnesota winters, a long-tenured friendship with Charlie Gifford, 20 years in the investment banking business and becoming a parent in the 1990s and in the 2020s. He shares all in a wide-ranging discussion. Valuable insights include his thoughts on the Piper Sandler platform ...
Bob Landis may be the Middle Market Musings guest least in need of introduction – the O.G. business development partner at one of the most active middle market private equity funds, and the person cited most often by other MMM guests as career inspiration. Bob is Founding Partner, Origination at The Riverside Company, a multi-vehicle investment company with more than $13 billion in assets under management. After charting his Midwestern childhood, military service and early caree...
David Acharya gives Andy and Charlie the chance to dig into the world of independent sponsors. David began his career in leverage finance at JP Morgan Chase and charts his evolution into operationally minded principal investing. Much discussion ensues on Impact XM, an experiential marketing firm built up through acquisition and then sold to Riverside Company in a stellar 2023 exit. Finally, David talks up New York from his perspective as a lifelong Queens resident, while the (Boston- and Phil...
Peter Kaufman is President/Head of Restructuring and Distressed M&A at Gordian Group, a New York City-based investment bank. He’s found an illustrious second career as a regular golf contributor with The Daily Drive, an online golf journalism collective. Andy and Charlie (who are both still in search of their first careers) enlist Peter in a tour of all things golf on the eve of this year’s U.S. Open. The conversation begins with an update on the current state of distre...
New Heritage Capital's Greg Katz fills the "yawning" void left by Charlie Gifford's absence.
Graeme Frazier and Andy discuss GF Data and receiving the ACG Legend Award.
Christian is a Managing Director in Raymond James’ Private Capital Advisory Practice. He finally runs out of excuses and ends up squinting under the hot lights of the MMM studios. A discussion with two old friends hits the usual stops – Philadelphia roots, Trinity College, early career in PR before getting into finance – yet still manages to find plenty of opportunity for esoterica. Listeners will learn about Christian’s short-lived acting career, the merits of pickleball vs...
This one combines the insight of a WWF wrestling match with the virility of an Aspen Institute panel discussion. Mark Jones is a Partner at River Associates, the Chattanooga-based private equity firm currently investing out of its eighth vehicle. For better or worse (admittedly worse for him), Mark is also a longtime friend of Andy and Charlie’s. He is a true son of the south – childhood in Savannah, boarding school in Virginia, college at Vanderbilt before remaining in Tennessee ...
David Michel is Chief Executive Officer of Catapult Health, a Dallas-based innovator in virtual at-home preventive care recently acquired by Teledoc Health for $65 million. Each stop in David’s story is spellbinding. David begins with his upbringing in southern Illinois, where his entrepreneur/radio broadcaster father played a large role in his upbringing. He then charts his own entrepreneurial path culminating in the founding of Catapult Health in 2010. Discussion returns to the ...
Barbie Adler gives new meaning to the phrase “mystery date” with a star turn on Middle Market Musings. Barbie is Founder and President of Selective Search, the nation’s preeminent luxury matchmaker. Barbie traces her origin story from Chicagoland roots to Bradley University to early successes in public relations and executive search. Her work experience led her to found Selective Search in 2000, based on her belief that the principles of high-end executive search could be ap...
Ron Miller’s good judgment and even temper survive an appearance on Middle Market Musings. Ron, an old friend to both Andy and Charlie, is Managing Director and Head of US Middle Market Investment Banking at CIBC. Ron talks about his youth in Chicago, including early experience in the family clothing business. The story migrates to Milwaukee, where Ron traces his early involvement in the Cleary Gull investment bank and its evolution into CIBC’s US-based M&A arm. T...
Chris is a Partner at Pacific Lake Capital, one of the leading investors in the search fund industry and currently investing out of its $317 million sixth fund. The Stanford Graduate School of Business alum shares stories of his 20 plus years of experience and how the industry has evolved over time. His journey began as a searcher who found, invested in, and ran VRI, a remote patient monitoring company that grew revenue nearly 10x and grew equity value by more than 25x during his time as CEO ...
The Middle Market Musings tour bus pulls into Western Pennsylvania for a lively episode with Steve Gurgovits, Managing Partner & Co-Founder of Tecum Capital. Tecum is a multi-strategy investment firm focused on the lower middle market. Steve gets into his upbringing and football exploits in Sharon, PA; the example his father set as a banker in that economically hard hit community, Steve’s own tenure at FNB Bank and his ultimate evolution into private equity/subordinated debt i...
Scott Estill runs out of excuses and ends up in the MMM studio. Scott is partner and head of the New York office at Lancor, a national search and advisory firm. Scott reviews his extensive early career in investment banking and how it evolved into Lancor’s distinctive private equity executive placement model. Before that, the hosts get into Scott’s origin story, including his time producing films for The Beastie Boys (not a typo) and as a college soccer goalie in the United...
Randy is vice chairman at Churchill Asset Management. With over $50 billion of committed capital, Churchill provides customized financing solutions to U.S. middle market private equity firms and their portfolio companies across the capital structure. Randy is widely credited as one of the pioneers in providing loan syndications to private middle market companies and is founder/publisher of the Lead Left market newsletter. He and the hosts dive in to the evolution of non-bank financing a...
Scratch golfer Pat Galleher ends up in the tangled fescue that is Middle Market Musings. Pat is Managing Partner of Boxwood Partners, the middle market investment bank based in Richmond, VA and Jupiter, FL. Pat details his youth in and around golf courses, including encounters with a young Tiger Woods, which compels Charlie to offer Pat and Andy a complicated hypothetical involving Tiger, prison and some money. After college at the University of Richmond, Pat honed his sales...
David Walker is president and CEO of EBSCO, one of America’s largest family-owned private companies. With approximately $3 billion in revenues, EBSCO traces its origins to a magazine subscription business founded by Elton B. Stephens in 1944. David details EBSCO’s business interests today, comprising information services, diversified industrial and real estate holdings. He also shares his personal story, which includes childhood in the peach orchards of Alabama, college at A...
Marty Mannion shows up and puts 40 years of leadership stature at risk. Summit Partners is a pioneer in the private equity industry, with more than $32 billion invested to date. Marty has been at Summit since 1985 and currently serves as Chair of the Board of Managers. His storied path begins in modest surroundings in the Bronx, before formative experiences at Regis High School, Princeton (where he was an Ivy champion basketball player) and Harvard Business School. In...
Since January, David Santoni has been Managing Director, Business Development at Audax Private Equity, now investing out of its seventh flagship fund, a $5.25 billion vehicle. Before Audax, David was a well-known middle-market investment banker based in Minneapolis with several firms, notably Lazard Middle Market (dating back to its Goldsmith Agio Helms days), Hennepin Partners, and Prestwick Partners. David delves into his career, the vibrant Minneapolis deal community and his cu...
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