HoldCo Builders

Dive into the fascinating world of search funds with insights from Tim Ludwig, who shares his journey from investor to operator. Discover the secrets of acquiring and running small businesses, including why emotional intelligence can outshine raw IQ in leadership. Learn about the evolving landscape of search fund investments and how to identify promising industries. The discussion highlights the importance of aligning values and maintaining communication for business success. Plus, get practical tips for navigating the competitive market of acquisitions!

Donza Worden, a former institutional investor and co-founder of Clear Peak Capital, shares his insights into the private equity landscape. He argues that many PE professionals aren't true investors, emphasizing the importance of independent sponsorship. Donza discusses his journey from a small town to the heights of finance and the pivotal conversations that shaped his career. He explores the nuances of acquisition challenges, the role of institutional capital, and his innovative investment philosophy that prioritizes intellectual curiosity over mere deal execution.

A seasoned operator shares his journey from selling a company to acquiring eight others. He emphasizes a strategic playbook tailored for growth, with a focus on obtaining businesses with $4M+ EBITDA. Key insights include how to structure deals for bank approval and the importance of reinvesting alongside sellers. The discussion reveals the significance of disciplined capital allocation and building a robust portfolio that appeals to larger investors. There's also a peek into creating engaging newsletters to enhance business strategy.

Doug Lapisto, co-founder of Sleeping Giant Capital, dives into the exciting world of local business acquisitions. He shares insights on backing seven searchers to close deals worth $34 million, focusing on operator-first strategies. The conversation covers sourcing regional deals, building resilient companies with university talent, and navigating the emotional complexities of acquisitions. Doug emphasizes the unique investment model influenced by industry greats and discusses the importance of fostering community impact while achieving investor returns.

Sam Turner, a former corporate CFO turned small business acquirer from the UK, shares his inspiring journey to freedom and fulfillment after leaving a high-paying job. He discusses the thrill and challenges of purchasing local HVAC businesses, emphasizing the importance of strategic planning and thorough due diligence. Sam reveals the hybrid non-integration model that supports growth and provides insight on effective communication strategies for calming teams. With aspirations to reach $150 million by 2033, he highlights the realness of entrepreneurship and the importance of hard work in navigating acquisitions.

Discover the entrepreneurial mindset shaped by a challenging childhood and the immigrant experience. Learn how a family holding company strategically invests across various sectors, from healthcare to technology. Gain insights into lessons from Harvard and Goldman Sachs that emphasize grit over formal education. Explore key strategies for resilient real estate growth and the transformative power of AI in property acquisitions with Crexie. This journey reflects a determination to succeed while navigating market challenges and scaling innovative ventures.

Jack McCarthy, co-founder and CEO of Goldleaf Farming, shares his journey in building one of the largest specialty-crop platforms in the U.S. He discusses the strategic importance of almonds and pistachios and his method of valuing farms based on cash flow. McCarthy reveals insights on navigating climate risks, raising over $250 million, and the significance of aligning with long-term investors. His transformative shift from tech to agriculture showcases the unique challenges and operational strategies behind acquiring and scaling farms.

Rand Larson, CEO of Scale Path, specializes in fostering communities among small business owners. In their chat, he shares gripping stories of navigating crises, including a gripping HVAC acquisition tale. The conversation dives into the evolution of peer support—from therapeutic roots to ROI-driven groups. Rand also discusses innovative marketing through van meetups, revealing how unique branding can enhance community ties. Engaging insights on industry opportunities and the emotional benefits of connection make this talk a must-listen for entrepreneurs.

Daryl Connell and Lizzie Ryan, managing partners at IMBIBA, share insights on their unique investment approach in leisure, education, and health. They reveal how they navigated the challenges of COVID-19 to close seven deals in just 14 months. The duo discusses the importance of building strong networks for acquisitions and the evolution of their investment strategy. They also delve into the nuances of operational gearing and exit timing, providing listeners with a behind-the-scenes look at their resilient portfolio construction amid market volatility.

Discover the secrets behind a billion-dollar art empire built on aggressive networking and strategic relationships. Learn how relentless deal-making and a focus on secondary markets drive success. Cold calling, uninvited access, and actionable tactics reveal the mindset of top entrepreneurs. Explore the importance of owning 100% of your business and leveraging relationships for greater market impact. This insight-packed discussion provides essential lessons for aspiring deal-makers and business builders.