Beer Stories for Private Equity

Episode 15: Deal Matchmaking: Creating Value and 2024 Deal Trends

This podcast is powered by MonogramGroup (https://www.monogramgroup.com/).
Welcome to Beer Stories for Private Equity! In our 15th episode, we are joined by Derek Zacarias, Director of DAK Group.
Among their beer stories, Scott and Derek discuss his personal journey into investment banking, DAK Group’s expertise in helping founders connect with the right PE firms, MonogramGroup’s parallels to DAK Group in partnering with portcos to build value, and notable deal trends in 2024.
We know you’ll enjoy their convo. 
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We are receiving great responses to our podcast, and have several guests scheduled for upcoming episodes. If you would like to be considered as a guest in our lineup, please email smarkman@monogramgroup.com. 
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To learn more about Derek Zacarias or DAK Group, please visit: https://dakgroup.com/

Episode 14: Answering a Calling: Building a Mission-Critical Rollup into a National Platform

This podcast is powered by MonogramGroup (https://www.monogramgroup.com/).
Welcome to Beer Stories for Private Equity! In our 14th episode, we are joined by Harry Gray, CEO of Kelvin Group.
Among their many beer stories, Scott and Harry discuss his military background and how it translates to the business world, his experience as a leader in private equity, the ins and outs of Kelvin Group as a national rollup, and what differentiates the platform from its competitors. They also examine the importance of culture and teamwork, the significance of brand and its value creation opportunities for a holding company, and their shared passion for Navy football.
We know you’ll enjoy their convo. 
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We are receiving great responses to our podcast, and have several guests scheduled for upcoming episodes. If you would like to be considered as a guest in our lineup, please emailsmarkman@monogramgroup.com. 
To learn more about Harry Gray or Kelvin Group, please visit: https://kelvin.cool/  

Episode 13: Comfortable being Uncomfortable: Managing Professional Growing Pains

This podcast is powered by MonogramGroup (https://www.monogramgroup.com/).
Welcome to Beer Stories for Private Equity! In our 13th episode, we are joined by John Signa, CEO of E78 Partners.
Among their many beer stories, Scott and John discuss the early days after starting his firm, the significance of brand identity as a key driver to scaling an enterprise, and how he handled the rapid expansion of E78 Partners. They also examine the importance and challenges of establishing a cohesive company culture and their mutual loyalty to Chicago. 
We know you’ll enjoy their convo. 
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We are receiving great responses to our podcast, and have several guests scheduled for upcoming episodes. If you would like to be considered as a guest in our lineup, please emailsmarkman@monogramgroup.com. 
To learn more about John Signa, or E78 Partners, please visit: https://e78partners.com/

Episode 12: ESG & Brand: Crafting a recipe for excellence

This podcast is powered by MonogramGroup (https://www.monogramgroup.com/).
Welcome to Beer Stories for Private Equity! In our latest episode, we welcome our friend and client Amy Silverstein, Partner at e2p as our guest.
Among their many beer stories, Scott and Amy discuss her substantive career shift fromDeloitte partner to PE partner, the profound role of ESG within food investing, and the powerof personal branding and relationships. In addition, they discuss the importance of brand building in tangible value creation.
We know you'll enjoy their convo.
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(33:10 Correction)
In 1975 enterprise value was driven by 17% tangible and 83% intangible compared to 2015enterprise value was driven by 18% tangible and 82% intangible compared to 2020 enterprise value was driven by 10% tangible and 90% intangible.
Ocean Tomo Study of Intangible Asset Market Value (https://oceantomo.com/intangible-asset-market-value-study/)
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If you would like to be considered as a guest in our lineup, please email smarkman@monogramgroup.com. 
To learn more about Amy Silverstein, or e2p, please visit: https://www.e2p.com/ 

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

This podcast is powered by MonogramGroup (https://www.monogramgroup.com/).
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 tocreate his own PE firm in his early 30s, with a quite different and thoughtful approach toinvesting 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.
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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.

This podcast is powered by MonogramGroup (https://www.monogramgroup.com/).
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 careerpath, being a generalist in a world of specialist PE firms (The Private IPO), leaning into brandand the cadence of effective marketing, and amazing travel experiences.
We know you'll enjoy their convo.
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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/team/charlie-gifford/

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

This podcast is powered by MonogramGroup (https://www.monogramgroup.com/).
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.
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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 (https://www.monogramgroup.com/).
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.
We know you'll enjoy their convo.
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If you would like to be considered as a guest in our lineup, please email smarkman@monogramgroup.com. 
To learn more about Dave Swanson, or Antares Capital, please visit: https://www.antares.com/ 

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

This podcast is powered by MonogramGroup (https://www.monogramgroup.com/).
Welcome to Beer Stories for Private Equity! In our seventh episode, we welcome our friend and client Reed Van Gorden, Managing Director and 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.
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If you would like to be considered as a guest in our lineup, please email smarkman@monogramgroup.com. 
To learn more about Reed Van Gorden, or Deerpath Capital, please visit: https://www.deerpathcapital.com/team/reed-van-gorden/

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

This podcast is powered by MonogramGroup (https://www.monogramgroup.com/).
Welcome to Beer Stories for Private Equity! In our sixth episode, Scott is joined by MaryJeanne (MJ) Scott, a Managing Partner at JM Search in Philadelphia.
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. They discuss what skills and experience go into effective search and on-boarding for A-level leadership talent, as well as MJ’s personal journey regarding the JM recruitment process.
We know you'll enjoy their convo.
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If you would like to be considered as a guest in our lineup, please email smarkman@monogramgroup.com. 
To learn more about MaryJeanne Scott, or JM Search, please visit: https://jmsearch.com/team/maryjeanne-scott/