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Middle Market Musings

Author: Andy Greenberg & Charlie Gifford

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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).
7 Episodes
Graeme Frazier is the co-founder of GF Data, the leading provider of data on private middle market M&A transactions, as well as President of Private Capital Research, a provider of buy-side business development services.   Graeme shares his unique views as a practitioner and analyst in the middle market.  He brings his trademark patience to encounters with two old friends.
Tom Danis, Jr., Managing Partner and co-founder of RCP Advisors, is the latest industry titan to stop by.  Tom charts RCP’s path as a pioneer in “fund of funds” investing.  He comments on changes in return expectations over the past 20 years, including increased emphasis on the select group of PE funds able to sustain top performance.  He shares his take on the competitive world of direct investment.  He responds to a characteristically long-winded question from Andy, while ignoring characteristically unhelpful commentary from Charlie.
Pam Hendrickson, vice chair of The Riverside Company.   Pam charts Riverside’s evolution from middle-market buyout shop to $11 billion global multi-style asset manager -- including the productive dynamic that enabled Riverside to complete 60 transactions during the pandemic.  The guys quiz her on her industry leadership role, including her understanding of ESG investing as a dimension of political risk management.  Finally, Pam shares insights on the difference between private equity investing and her passion outside of work – cooking.
Phil Colaco, CEO of Deloitte Corporate Finance, takes his turn in the hot seat.  Phil shares his perspectives on entrepreneurship and how technology has infiltrated almost every industry, and how working for luminaries like Hugh McColl and Erskine Bowles shaped his career.  He also talks about the importance of developing a culture of inclusion as well as his philanthropic passions. Charlie and Andy compete to show that they are well-rounded people, too.
Joe Watkins has been a business owner, investor and observer in the flavors & fragrances industry for 40 years.  He was co-owner of Hagelin Flavors Technologies prior to its sale to a European strategic buyer. Joe shares his perspectives on the challenges – and eventual rewards – of operating a successful business. The guys draw out tales from a storied and well-traveled career.
Peter Kaufman, the President of Gordian Group, a New York-based distressed M&A firm.  Peter shares his views on the current state of the restructuring market and on what makes special situations bankers a different breed.  He discusses his passion for and investments in the wine industry, and his fledgling career as a golf journalist. He jumps in with the guys as a world-class giver of grief.
Michele Masucci, a leader in Nixon Peabody’s healthcare practice. Michelle shares what it was like to live and work with front-line care providers in New York the early days of the pandemic, and offers insights on the healthcare industry in its aftermath.  She defends her college classmate Andy against outrageous assaults from Charlie.
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