Beer Stories for Private Equity

Episode 11: Inventing a Platform: The How & Why of the road less traveled in value creation.

Show Notes & Resources
This podcast is powered by MonogramGroup.
Welcome to Beer Stories for Private Equity!  
In our latest episode, we welcome our friend and client Jarrett Turner, Founding & Managing Partner at Soundcore Capital Partners as our guest.
Among their many beer stories, Scott and Jarrett discuss his career path and deciding to create his own PE firm in his early 30s, with a quite different and thoughtful approach to investing and value creation. He also shares a few insights about prerequisites to pursuing PE as a career, including an appetite for entrepreneurial risk taking and math proficiency.
We know you'll enjoy their convo.
 
We are receiving great responses to our podcast, and have several guests lined up for future episodes. If you would like to be considered as a guest in our lineup, please email smarkman@monogramgroup.com.
To learn more about Jarrett Turner, or Soundcore Capital Partners, please visit: https://www.soundcorecap.com/

Episode 10: The Private IPO: The Wisdom of Being Horizontally Focused.

Show Notes & Resources
This podcast is powered by MonogramGroup.
Welcome to Beer Stories for Private Equity!  
In our tenth episode, we welcome a new friend in the business (and podcast competitor) Charlie Gifford, Senior Partner at New Heritage Capital as our guest.
Among their many beer stories, Scott and Charlie discuss Boston and Chicago, his career path, being a generalist in a world of specialist PE firms (The Private IPO), leaning into brand and the cadence of effective marketing, and amazing travel experiences.
We know you'll enjoy their convo.
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We are receiving great responses to our podcast, and have several guests lined up for future episodes. If you would like to be considered as a guest in our lineup, please email smarkman@monogramgroup.com.
To learn more about Charlie Gifford, or New Heritage Capital, please visit: https://www.newheritagecapital.com/

Episode 9: A Love of Learning (and Putting It to Work in PE).

📒 Show Notes & Resources 📒
This podcast is powered by MonogramGroup
Welcome to Beer Stories for Private Equity!
In our ninth episode, we welcome our friend and client Jim Parmelee, Managing Director at Hamilton Robinson as our guest.
Among their many beer stories, Scott and Jim discuss his career path and joining the firm he has called home for seven years. Jim also shares a few insights about how his love of learning was shaped in undergrad and b-school studies, and how that’s been instrumental in his PE career. We talk a little Red Sox/Yankees rivalry at the crossroads in Connecticut, and some trash talking in DIII NESCAC football.
We know you'll enjoy their convo.
 
We are receiving great responses to our podcast, and have several guests lined up for future episodes. If you would like to be considered as a guest in our lineup, please email smarkman@monogramgroup.com.
 
To learn more about Jim Parmelee, or Hamilton Robinson, please visit: https://hrco.com/

Episode 8: The Antares Origin Story (and Other Stuff): Making a vision come alive.

This podcast is powered by MonogramGroup.
Welcome to Beer Stories for Private Equity!  
In our eighth episode, we welcome our longtime friend and former client Dave Swanson, one of the founding partners of Antares Capital, as our guest.
Among their many, many beer stories, Scott and Dave discuss his career path and being a part of the building process of the premier middle market credit provider.
Dave also shares a few juicy insights about entrepreneurship, business cultures, and enjoying retirement.
Trust us, we know you'll enjoy their convo.
 
We are receiving great responses to our podcast, and have several guests lined up for future episodes. If you would like to be considered as a guest in our lineup, please email smarkman@monogramgroup.com.

Episode 7: The Cool Side of Credit: Why choosing this side of PE makes a great career.

📒 Show Notes & Resources 📒
This podcast is powered by MonogramGroup
In our seventh episode, we welcome our friend and client Reed Van Gorden, Managing Director, Head of Originations at Deerpath Capital as our guest.Among their many beer stories, Scott and Reed discuss his career path and being a part of the building process of one of the premier middle market credit providers. He also shares a few insights about how dual majoring at Northwestern shaped his interests and career arc, as well as a few words of wisdom for the next generation of private equity professionals. 
We know you'll enjoy their convo.
 
We're also receiving fan-mail from our listeners! We hope you’ll reach out with any questions or comments, and we'll try to answer them live on our next episode!
💌 Podcast@MonogramGroup.com 
⚡️ Learn more about Reed Van Gorden, or Deerpath Capital, please check out: ⚡️👉 https://www.deerpathcapital.com/team/reed-van-gorden/

Episode 6: Human Capital Essentials: THE critical requirement for deal success

📒 Show Notes & Resources 📒
This podcast is powered by MonogramGroup
In our sixth episode Scott is joined by MaryJeanne (MJ) Scott, a Managing Partner at JM Search in Philadelphia, where the two engage in a stimulating convo focused on why smart, effective recruiting for C-suite talent is a must for all PE deal execs, and how JM Search uniquely approaches this process for optimal results:
What skills and experience go into effective search and on-boarding for A-level leadership talent
How did JM recruit MJ? Why make a major career shift after 20 years?
How does one get into executive search in the first place?
We know you'll enjoy their interaction.
We're also receiving fan-mail from our listeners! We hope you’ll reach out with any questions or comments, and we'll try to answer them live on our next episode!
💌 Podcast@MonogramGroup.com 
⚡️ Learn more about MJ Scott, or JM Search, please check out: ⚡️👉 https://jmsearch.com/team/maryjeanne-scott/

Episode 5: Change is Hard: PE’s Kaizen-led Firm on Founders, Families and Football

📒 Show Notes & Resources 📒
This podcast is powered by MonogramGroup
Welcome to Beer Stories for Private Equity! In our fifth episode, Scott is joined by George Pilafas of Continuim Equity Partners, for a very rousing discussion. Among their many beer stories, Scott and George and Scott share a great discussion about PE’s Kaizen-led firm, Continuim (whose name is derived from Continuous Improvement) including:
Applying Kaizen to Pennsylvania manufacturing companies, and Pittsburgh’s legendary NFL team.
Demonstrating how success starts at the shop floor (and not the C-suite).
Advice for young professionals entering private equity, and which Pittsburgh sport legend to have dinner with.
Does a Primanti Bros. legendary sandwich pass Continuim’s precision test in lean manufacturing?
We think you'll enjoy their discussion (even if you're not a Steelers fan). 
We're also receiving fan-mail from our listeners! We hope you’ll reach out with any questions or comments, and we'll try to answer them live on our next episode!💌 Podcast@MonogramGroup.com 
⚡️ Learn more about George Pilafas, or Continuim, please visit: : ⚡️👉 https://www.continuim.com

Episode 4: A Family (office) Affair: Arkansas values, tech sector PE deals, and being a muggle in a duck blind

📒 Show Notes & Resources 📒
This podcast is powered by MonogramGroup
Welcome to Beer Stories for Private Equity! In our fourth episode, Aaron Clark of Stephens Group is batting clean up as he joins Scott for a great show. The two share some a few laughs, mixing in some thoughtful commentary on working for a family office. Aaron has been Managing Director since the firm's founding in 2006; advising partners across internet infrastructure, technology-enabled services and business software. It’s no surprise that 13 of his 15 deals as Lead Partner derive from the tech sector. Their conversation also focuses on the following: 
Bringing Arkansas values into private equity
 
Witt Sr’s legacy by maintaining a reputation (and the firm’s value proposition) upon collaboration and trust, transcending sectors and multigenerational relationships
 
What it’s like being a “just a muggle” and spending time in a duck blind. 
Aaron also provides some excellent advice to our listeners who are recent graduates or early in their careers. We think you'll enjoy their discussions around baseball and bio-pics!
 
We're also receiving fan-mail from our listeners! We hope you’ll reach out with any questions or comments, and we'll try to answer them live on our next episode!💌 Podcast@MonogramGroup.com 
⚡️ Learn more about Aaron Clark, or Stephens Group, please check out: ⚡️👉  https://www.stephensgroup.com/team/aaron-clark
 

Episode 3: Leaps of Faith: Prospect’s 8 P’s, Pre-Middle Market, and Partnering with a Packers fan

📒 Show Notes & Resources 📒
This podcast is powered by MonogramGroup
Welcome to Episode 3 of Beer Stories for Private Equity! On our third episode, Scott is joined by an authority in Private Equity, Brett Holcomb of Prospect Partners. He and Scott share a few beer stories from Brett’s two decades of experience across a wide range of industries, focusing on Brett’s 14-year tenure as a partner, and the 8 P’s: a cornerstone of his firm. Their discussion gives listeners a closer look from some of the following topics:  
Taking leaps of faith in pre-middle market 
Private Equity collaboration (and the critical need for pre-LOI reference checks) 
Having a Potential Not Perfection philosophy when it comes to deal-flow
Partnering with a Packers Fan in Chicago
For our listeners who are recent graduates or early in their career, Brett also shares some sage career advice: “The answer is not found in the spreadsheet; it’s in the people, the culture, and the relationships built over time.” We think you will appreciate the fellowship and camaraderie shared as both clients and friends that Scott and Brett share.  
As referenced during the episode, here is the M&A Source article, 10 Key Questions to Ask Before Choosing a Private Equity Partner
We're also receiving fan-mail from our listeners! We hope you’ll reach out with any questions or comments, and we'll try to answer them live on our next episode!💌 Podcast@MonogramGroup.com 
⚡️ Learn more about Brett Holcomb, or Prospect Partners please visit ⚡️👉 https://www.prospect-partners.com/brett-holcomb

Episode 2: The Funniest Man in Private Credit: Lower Middle Market Trends: Independent Sponsors, Interest Rates, and Peer-to-Peer idea sharing

📒 Show Notes & Resources 📒
This podcast is powered by MonogramGroup➡️https://tinyurl.com/BeerStories-Ep2
Welcome to Episode 2 of Beer Stories for Private Equity! On this week's show, Scott is joined by Joe Gaffigan from O2 Sponsor Finance (often described as the "funniest man in private credit"). We think you'll agree after hearing him speak about about a $10 million dollar mop company!
Scott and Joe share a friendship spanning more than two decades, as they discuss Joe's successful career with more than 30 years of financial entrepreneurship and leadership experience. Joe also offers insightful trends (like the rise of independent sponsors or the impact that interest rates have on deal flow). You'll also enjoy learning about Joe Gaffigan talk about the importance of peer-to-peer idea sharing through his memberships with YPO and his lifelong commitment to philanthropy, by giving back to the community in a meaningful way.
 
If you have any questions or recommendations on future episodes, please email us at💌 Podcast@MonogramGroup.com ⚡️ Learn more about Joe Gaffigan, or O2 Sponsor Finance please visit ⚡️👉 https://www.oldsecond.com/business-banking/o2-sponsor-finance/#meet-the-team