LeverUp ™️ : A podcast on Private Equity and Entrepreneurship

Paul W. Swaney III
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May 22, 2024 • 10min

Making the Switch from Investment Banking to Private Equity

Dreaming of making the leap from investment banking to private equity? This is the episode for you! Join us as we chat with James, a key player in our private equity firm, who reveals his journey and the secrets to his success. Get an exclusive behind-the-scenes look at control deals, value creation, and the critical transition process. Discover the meticulous planning involved in successful deals, the importance of mentorship, and how personal branding shapes a career in high-stakes finance. Gain valuable insights into the key differences between investment banking and private equity, strategies for a successful transition, and tips for meticulous deal planning and execution. James also discusses the impact of mentorship on career growth and how personal branding can influence your success in finance. Whether you're a finance professional or just curious about the world of private equity, this episode is packed with practical advice. Tune in to learn what it takes to excel in this dynamic field. Don't forget to like, comment, and subscribe for more expert interviews and career tips in finance!
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May 15, 2024 • 13min

A Young Entrepreneur's Journey from Childhood Work to Business Ownership

In this episode, we sat down with a young entrepreneur who started in family business at 12 years old and quickly advanced to business ownership. Discover how hands-on experience shaped his path over traditional education, and how he navigated challenges in the competitive realms of private equity and finance. This conversation is packed with insights on resilience, strategic decision-making, and the realities of entrepreneurial success.
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May 8, 2024 • 23min

Strategic Command: Military Precision in Private Equity | Episode 2

Join us for a compelling episode with Trey Fischer, a former Navy SEAL who has transitioned into a successful private equity strategist.In this discussion, Trey shares how he applies rigorous military precision and leadership skills to the private equity sector. Explore the significant impact of military discipline on private equity investment strategies, business transformation, and operational efficiency. Gain insights into how the unique combination of military experience and financial expertise can drive substantial growth and value creation in the competitive world of private equity. Don't miss this deep dive into the integration of elite military training with sophisticated financial practices in private equity.
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Apr 5, 2024 • 13min

The Fundamentals of Personal Branding and Why it's Crucial for Finance Professionals.

In this episode, we tackle the real questions behind career satisfaction and growth. Forget the salary comparisons; We're diving into the six key areas that truly matter for a fulfilling career. From creating a lasting impact and aligning with your values to intellectual growth, lifestyle choices, and beyond. Get ready to explore how to make career choices that resonate deeply with your personal and professional aspirations. Join us for insights that could redefine your approach to career opportunities.

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