Greg Fleming, founding CEO of Rockefeller Capital Management, discusses his career path, the importance of strategy and leadership in business, ESG investing, investment strategies, hobbies, pet peeves, and the significance of waking up early and self-renewal.

Chris Ackerman, Managing Director at Flexpoint Ford, discusses the history and differentiation of TigerRisk as a leading reinsurance broker. They cover the impact of Covid on the deal process and lessons learned. The podcast also explores due diligence, identifying growth opportunities, considering existential risks, and unlocking new opportunities in the reinsurance industry.

The podcast discusses the historic $33 billion club deal that took HCA private in 2006, HCA's return to public markets through an IPO in 2011, and the delicate nature of large-scale transactions. It also covers managing bad debt risk and debt refinancing, recession-insensitivity and operating optimizations at HCA, and lessons learned from the deal. Additionally, the podcast reflects on economic cycles, risk, and debt structures in private equity.

Andreas Holzmueller and Luke Chapman represent Partners Group, an investment firm that canvasses buyouts, real estate, infrastructure, and private credit with $135 billion under management, $71 billion of which is in private equity.Breitling is one of the leading Swiss watchmakers, founded in 1884 as a pioneer in aviation-focused technology, and which today, is positioned as a casual, inclusive, and sustainable luxury brand.Our conversation covers Partners Group’s thematic approach, Breitling’s long history, and its characteristics as a luxury brand business. We discuss Partners’ initial purchase of a minority stake in the business, its path to buying a controlling stake, and plans to grow the business from here.For full show notes, visit the episode webpage here. Learn MoreFollow Ted on Twitter at @tseides or LinkedInSubscribe to the mailing listAccess Transcript with Premium Membership

David Roux and Tom O’Rourke lead BayPine, a private equity firm founded in 2019 that manages $3 billion across healthcare, consumer, industrials, and business services with a focus on growth through digital transformation.Mavis is an independent tire dealer and aftermarket auto service provider with over 1,100 locations in the U.S. The chain dates back to 1949 and has experienced a growth explosion the last decade adding 1,000 service centers since 2015.Our conversation covers BayPine’s strategy of digitally transforming core economy businesses, Mavis’ 74-year history, sourcing the investment, due diligence, differentiating BayPine’s bid, executing the digital strategy, and navigating macroeconomic headwinds.For full show notes, visit the episode webpage here. Learn MoreFollow Ted on Twitter at @tseides or LinkedInSubscribe to the mailing listAccess Transcript with Premium Membership

Brent Beshore is the founder and CEO of Permanent Equity, an investor in small, family-owned private businesses it buys with no intention to sell through investment vehicles with 30-year lives. He is well-followed on Twitter and a past guest on Capital Allocators, and that conversation is replayed in the feed.Selective Search is the highest end matchmaking firm in the world. It helps its busy, successful clients find long-term committed relationships. As Brent describes, it conducts executive search for love.Our conversation covers the matchmaking business, deal assessment and dynamics, enhancements during the four years of Permanent Equity’s ownership, and future plans.For full show notes, visit the episode webpage here. Learn More​Follow Ted on Twitter at @tseides or LinkedIn​Subscribe to the mailing list​Access Transcript with Premium Membership​

Brent Beshore, founder and CEO of Adventur.es, specializes in acquiring small family-owned businesses. He discusses his unique investment strategy focused on long-term relationships and community impact. Brent shares insights from his new book on navigating the sale of businesses, offering guidance to sellers. He reflects on his journey from early entrepreneurial challenges to raising capital and building strong partnerships. Additionally, he emphasizes the importance of networking and integrity in both business and personal relationships.

David is a Partner and Co-Head of private equity at Apollo Global Management, a public alternative asset manager that invests across yield, hybrid, and equity strategies with 680 investment professionals overseeing $550 billion in assets.Yahoo is a global media and tech company that connects people to their passions. Its origins date back to 1995 as one of the pioneers of the early internet era. It is well known for its web portal, mail, finance, and sports verticals, and houses a series of other businesses including the legacy of AOL.Our conversation covers the modern Yahoo, its recent corporate history, and Apollo’s carveout of the business from Verizon. We discuss the deal dynamic, ownership plan across growth opportunities of core assets and divestment of non-core assets, new management team, tuck-in acquisitions on the come, and growth drivers going forward.For full show notes, visit the episode webpage here. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership 

Sam Byrne is the Managing Partner and founder of CrossHarbor Capital Partners, a leading real estate firm with a multi-strategy platform across property type, geography, and capital structure that manages $7 billion and has put to work $28 billion across 350 transactions.The Yellowstone Club is a private, exclusive ski club located in Big Sky, Montana, whose members reportedly include Bill Gates, Eric Schmidt, Justin Timberlake, and Tom Brady. CrossHabor bought the Club out of a messy bankruptcy in 2009.Our conversation covers the history of the Yellowstone Club, process of purchasing the assets out of bankruptcy, and CrossHabor’s implementation of real estate, membership, and community development over the fourteen years since. We close with CrossHarbor’s pending exit of the investment, adjacent opportunities, and lessons learned.For full show notes, visit the episode webpage here. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership 

David Shapiro is a co-founder of KPS Capital, a three-decade old private equity firm that manages in excess of $14 billion with a focus on acquiring and improving manufacturing-based businesses. TaylorMade is one of the leading manufacturers of golf equipment, and a familiar brand to golfers and fans of the game. Our conversation covers the history of TaylorMade, desired spin-off of the business from Adidas, prolonged and broken deal process, and KPS’ winning the deal. We then turn to the steps KPS took to improve the business across its supply chain, product cycle, and marketing, and its decision to sell the business in 2021 after a complete turnaround.Thanks to our Season 2 Sponsor - Canoe Intelligence. Learn more about Canoe and how it's technology is powering the future of alternative investments.For full show notes, visit the episode webpage here. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership