Middle Market Musings
Middle Market Musings is a podcast dedicated to exploring the people and ideas shaping the middle market. Hosted by Andy Greenberg of GVC and Charlie Gifford of New Heritage Capital, each episode offers insights into the businesses and investment strategies that define this dynamic sector. The show brings together experienced voices from the private equity and investment community to discuss trends, challenges, and opportunities. Listeners gain a deeper understanding of the middle market's role in the broader economy.
Episodes
Episode 91: The No Guest Episode // Five Years of Reflection, One Episode of Musings
For our Season Five finale, we turn the microphones on ourselves. With no guest to keep us in line, Denver-based marketing guru Kim Kelty steps in as moderator, referee, and occasional peacekeeper.We reflect on nearly 90 episodes, the lessons we've learned from exceptional founders and investors, and where we think private equity and the M&A market are headed. We also discuss the two forc
Episode 90: John Connaughton, Chairman, Bain Capital - Helping Build Bain Capital into a $225 Billion Private Equity Firm
John Connaughton is chair of Bain Capital, the Boston-based private equity firm with roughly $225 billion in assets under management. Discussion begins with John’s childhood in Baltimore and the pace set by his Irish emigre parents. College at UVA and business school at Harvard followed. John joined Bain in 1989, an early employee in the private equity effort that spun out of the Bain & Co.
Episode 89: Morgan Witham, Ficus Advisors - From Harris Williams' Youngest Executive to Launching Ficus Advisors
Morgan Witham, a stellar product of the Harris Williams “coaching tree,” stops by Middle Market Musings – akin to starting your career with the New York Yankees and ending up in the dugout with Ricky Vaughn and Willie Mays Hayes. Morgan recently launched Ficus Advisors, a new firm that helps private equity clients guide management teams dealing with first-time institutional capital, post-deal int
Episode 88: Emily Holdman, Permanent Equity - Building Founder Partnerships Without the Traditional PE Playbook
Emily is a Managing Director at Permanent Equity, a St. Louis-based private equity firm that his made its reputation as its name suggests – by investing out of 30-year funds that enable longer term holds and relationships with founding entrepreneurs. Emily and the hosts sail through her childhood in Indianapolis, college as a journalism major at the University of Missouri and a first job in marke
Episode 87: John Ferrara, Capstone Partners - Growing Capstone Partners and Navigating Its Sale to Huntington Bank
This one is as action-packed and varied in scene as a James Bond movie. John Ferrara is founder and CEO of Capstone Partners, the middle market investment bank. John’s story rolls through his upbringing in hardscrabble Brockton, MA to college at liberal arts enclave Wesleyan to an early career stop with Lehman Brothers on Wall Street, to two years of professional baseball in Australia. Then bus
Episode 86: Rocky Pontikes, Mesirow - Two Decades of Growth at Mesirow and the Evolution of Middle Market M&A
Rocky is Senior Manager Director and Co-Head of Investment Banking at Mesirow, the Chicago-based employee-owned, diversified financial services firm. A Chicagoland native who survived Eastern stops for college at Penn and a first job at Merrill Lynch, Rocky has been at Mesirow since 2001. He has charted and contributed to the firm’s emergence as a significant force in middle market M&A. On t
Episode 85: Rick Horowitz, RAF Equity - How RAF Equity Transitioned from Founder-Led to Next-Generation Leadership
Rick Horowitz misses the off ramp and ends up on a podcast in the bad part of town. Rick is chairman and CEO of RAF Equity, a Philadelphia-based private equity fund formed as a family office in 1979. Rick has three singular stories to tell: (1) the legacy of Robert A. Fox, the firm’s founder and a towering figure in Delaware Valley business circles; (2) RAF’s successful leadership transition fr
Episode 84: Peter Fader, The Wharton School & Theta Equity - Why Customer Lifetime Value Is the Most Misunderstood Metric in Business
Peter Fader is the Frances and Pei-Yuan Chia Professor of Marketing at The Wharton School of the University of Pennsylvania, as well as co-founder of Theta Equity, a next-generation data analytics firm. Much discussion about Customer Lifetime Value (CLV), the concept that has animated Pete’s academic career and business endeavors. Pete’s fascination with numbers and data leads to an array of oth
Episode 83: Rit Amin, Regions Securities - Leading the Growth of Regions Securities Through Acquisition and Expansion
Rit Amin is Executive Managing Director and Head of Capital Markets at Regions Securities, the investment banking arm of Regions Bank. Rit has overseen the firm’s entry into capital markets, as well as the acquisition of BlackArch Partners in 2016 and Clearsight Advisors in 2021. His visit to Middle Market Musings begins with frequent childhood moves – experiences that helped develop the adaptab
Episode 82: Mark Sullivan, Lineage Capital - Why Some Founders Are Desirous of Alternative Investment Structures
Mark Sullivan rips the bandaid off of decades of repressed memories about past dealings with Andy and Charlie to join the show Mark is co-founder and partner at Lineage Capital, one of the leading private equity firms devoted to leaving growth-minded business owners with board control, even after selling a majority stake. If this sounds familiar, it’s because Lineage and Charlie’s firm New Herit
Episode 81: Jack Glover, Incline Equity Partners - Growing Incline Equity Partners into a $6.5 Billion Private Equity Firm
Are MMM listeners desirous to hear from the builder of a multi-billion-dollar investment complex, or from a guy who effuses about Dr. Dre’s iconic debut album? If so, our conversation with Jack Glover checks both boxes….and then some. Jack is Founder and Managing Partner of Incline Equity Partners, a PE firm with over $6.5 billion in committed capital. Today, Incline is investing out of thre
Episode 80: Nadim Malik, Sutton Place Strategies - Building and Selling Sutton Place Strategies Twice
Nadim Malik drops by, and brings the receipts with him. Nadim is founder of Sutton Place Strategies, the preeminent provider of deal origination and business development data to private equity and M&A firms. The episode begins with Nadim’s recollections of early encounters with the MMM hosts, including contemporaneous notes on a 2011 meeting with a characteristically friendly but non-committal
Episode 79: Michael Butler, Cascadia Capital - Scaling Cascadia Capital Through Specialization and Strategic Growth
Michael Butler is Chairman and CEO of Cascadia Capital, the independent investment bank that has completed more than 550 deals since Michael co-founded it in 1999. Discussion begins with early stops in Michael’s journey – childhood and college in Washington state, then moving cross country to try his luck in Manhattan, a first job at Morgan Stanley and then business school at Wharton. This episo
Episode 78 Tim Miner, By the People Technologies (BTP)
Tim is the CEO and Founder of BTP, an AI Strategy consulting firm devoted to helping private equity firms and other clients understand and develop a competitive advantage by leveraging artificial intelligence. Tim is a clear thinker on what AI is, and what it isn’t. Discussion begins with Tim’s well-traveled boyhood as the son of an oil executive, followed by college lat Texas Tech and a career
Episode 77 Justin Abelow, Houlihan Lokey
An urban whirlwind blows through the MMM studios when Justin Abelow drops by. Justin is a long-tenured Managing Director in the financial sponsors group at Houlihan Lokey. He manages to be both a resolute Manhattanite and a global student of business, history and culture. Upper East Side boyhood steeped in the “Masters of the Universe” world of corporate finance in the ‘80s, undergraduate and
Episode 76 Jack Markell, Former Governor of Delaware and M&A professional
Jack Markell – elected five times (without a loss) to state-wide office in Delaware, veteran of more than 200 deals in the telecom industry, home from two ambassadorial postings in Europe – finds himself on the biggest stage yet. Jack more than meets the moment in this MMM episode. Discussion begins with a life-changing trip to India before Jack headed to Brown, McKinsey and the University of Ch
Episode 75 Kip Wallen, SRS Acquiom
SRS Acquiom is known to many for shareholder representation, paying agent, escrow agent and other services that help the parties on both sides complete an M&A transaction. They’re also known for the annual Deal Terms Study and other analysis extracted from their data and experience. It turns out there’s a guy for that! Kip Wallen is SRS Acquiom’s Senior Director for Thought Leadership. Cl
Episode 74 Steve Tipler, Piper Sandler
Middle Market Musings kicks off its fifth season with a true survivor. Steve Tipler is managing director in the Financial Sponsors group at Piper Sandler Companies. He has survived a lifetime of Minnesota winters, a long-tenured friendship with Charlie Gifford, 20 years in the investment banking business and becoming a parent in the 1990s and in the 2020s. He shares all in a wide-ranging discu
Episode 73 Robert Landis, The Riverside Company
Bob Landis may be the Middle Market Musings guest least in need of introduction – the O.G. business development partner at one of the most active middle market private equity funds, and the person cited most often by other MMM guests as career inspiration. Bob is Founding Partner, Origination at The Riverside Company, a multi-vehicle investment company with more than $13 billion in assets under m
Episode 72 David Acharya, Acharya Capital Partners
David Acharya gives Andy and Charlie the chance to dig into the world of independent sponsors. David began his career in leverage finance at JP Morgan Chase and charts his evolution into operationally minded principal investing. Much discussion ensues on Impact XM, an experiential marketing firm built up through acquisition and then sold to Riverside Company in a stellar 2023 exit. Finally, David
Episode 71 Special MMM Golf Edition - US Open preview with Peter Kaufman
Peter Kaufman is President/Head of Restructuring and Distressed M&A at Gordian Group, a New York City-based investment bank. He’s found an illustrious second career as a regular golf contributor with The Daily Drive, an online golf journalism collective. Andy and Charlie (who are both still in search of their first careers) enlist Peter in a tour of all things golf on the eve of this year’s
Episode 70b ACG DealMAX, Las Vegas, April 7,2025
New Heritage Capital's Greg Katz fills the "yawning" void left by Charlie Gifford's absence.
Episode 70a ACG DealMax, Las Vegas, April 7,2025
Graeme Frazier and Andy discuss GF Data and receiving the ACG Legend Award.
Episode 69 Christian Bullitt, Raymond James
Christian is a Managing Director in Raymond James’ Private Capital Advisory Practice. He finally runs out of excuses and ends up squinting under the hot lights of the MMM studios. A discussion with two old friends hits the usual stops – Philadelphia roots, Trinity College, early career in PR before getting into finance – yet still manages to find plenty of opportunity for esoterica. Listeners w
Episode 68 Mark Jones, River Associates
This one combines the insight of a WWF wrestling match with the virility of an Aspen Institute panel discussion. Mark Jones is a Partner at River Associates, the Chattanooga-based private equity firm currently investing out of its eighth vehicle. For better or worse (admittedly worse for him), Mark is also a longtime friend of Andy and Charlie’s. He is a true son of the south – childhood in Sava
Episode 67 David Michel, Catapult Health
David Michel is Chief Executive Officer of Catapult Health, a Dallas-based innovator in virtual at-home preventive care recently acquired by Teledoc Health for $65 million. Each stop in David’s story is spellbinding. David begins with his upbringing in southern Illinois, where his entrepreneur/radio broadcaster father played a large role in his upbringing. He then charts his own entrepreneurial
Episode 66 Barbie Adler, Selective Search
Barbie Adler gives new meaning to the phrase “mystery date” with a star turn on Middle Market Musings. Barbie is Founder and President of Selective Search, the nation’s preeminent luxury matchmaker. Barbie traces her origin story from Chicagoland roots to Bradley University to early successes in public relations and executive search. Her work experience led her to found Selective Search in 2000
Episode 65 Ronald Miller, CIBC
Ron Miller’s good judgment and even temper survive an appearance on Middle Market Musings. Ron, an old friend to both Andy and Charlie, is Managing Director and Head of US Middle Market Investment Banking at CIBC. Ron talks about his youth in Chicago, including early experience in the family clothing business. The story migrates to Milwaukee, where Ron traces his early involvement in the Clear
Episode 64 Chris Hendriksen, Pacific Lake Capital
Chris is a Partner at Pacific Lake Capital, one of the leading investors in the search fund industry and currently investing out of its $317 million sixth fund. The Stanford Graduate School of Business alum shares stories of his 20 plus years of experience and how the industry has evolved over time. His journey began as a searcher who found, invested in, and ran VRI, a remote patient monitoring co
Episode 63 Steve Gurgovits, Tecum Capital
The Middle Market Musings tour bus pulls into Western Pennsylvania for a lively episode with Steve Gurgovits, Managing Partner & Co-Founder of Tecum Capital. Tecum is a multi-strategy investment firm focused on the lower middle market. Steve gets into his upbringing and football exploits in Sharon, PA; the example his father set as a banker in that economically hard hit community, Steve’s ow
Episode 62 Scott Estill, Lancor
Scott Estill runs out of excuses and ends up in the MMM studio. Scott is partner and head of the New York office at Lancor, a national search and advisory firm. Scott reviews his extensive early career in investment banking and how it evolved into Lancor’s distinctive private equity executive placement model. Before that, the hosts get into Scott’s origin story, including his time producing fi
Episode 61 Randy Schwimmer, Churchill Asset Management
Randy is vice chairman at Churchill Asset Management. With over $50 billion of committed capital, Churchill provides customized financing solutions to U.S. middle market private equity firms and their portfolio companies across the capital structure. Randy is widely credited as one of the pioneers in providing loan syndications to private middle market companies and is founder/publisher of the Le
Episode 60 Pat Galleher, Boxwood Partners
Scratch golfer Pat Galleher ends up in the tangled fescue that is Middle Market Musings. Pat is Managing Partner of Boxwood Partners, the middle market investment bank based in Richmond, VA and Jupiter, FL. Pat details his youth in and around golf courses, including encounters with a young Tiger Woods, which compels Charlie to offer Pat and Andy a complicated hypothetical involving Tiger, prison
Episode 59 David Walker, EBSCO Industries
David Walker is president and CEO of EBSCO, one of America’s largest family-owned private companies. With approximately $3 billion in revenues, EBSCO traces its origins to a magazine subscription business founded by Elton B. Stephens in 1944. David details EBSCO’s business interests today, comprising information services, diversified industrial and real estate holdings. He also shares his perso
Episode 58 Marty Mannion, Summit Partners
Marty Mannion shows up and puts 40 years of leadership stature at risk. Summit Partners is a pioneer in the private equity industry, with more than $32 billion invested to date. Marty has been at Summit since 1985 and currently serves as Chair of the Board of Managers. His storied path begins in modest surroundings in the Bronx, before formative experiences at Regis High School, Princeton (whe
Episode 57 David Santoni, Audax Private Equity
Since January, David Santoni has been Managing Director, Business Development at Audax Private Equity, now investing out of its seventh flagship fund, a $5.25 billion vehicle. Before Audax, David was a well-known middle-market investment banker based in Minneapolis with several firms, notably Lazard Middle Market (dating back to its Goldsmith Agio Helms days), Hennepin Partners, and Prestwick Par
Episode 56 Bill Browder, CEO of Hermitage Capital Management
Sir William Felix Browder provides a distinguished start to Season 4. As CEO and Founder of Hermitage, Bill Browder became the largest portfolio investor in Russia. He traces his family’s early connections to Russia, and then tells one of the singular tales of courage in this century. Browder went from Russian insider to mortal Putin foe. He was able to escape Russia, but his attorney and frie
Episode 55 Les Alexander, Jefferson Capital & UVA Darden School of Business
Les Alexander takes MMM on a picaresque back-and-forth between the lowlands of Louisiana and the rolling hills of Virginia. Childhood in New Orleans, college at UVA, a private equity and business career back home, then a return to Charlottesville as an endowed professor. The lively discussion covers such critical questions as the right way to say “New Orleans,” the best restaurant in Charlottes
Episode 54 Gabriel Gomez, O2X Human Performance
Another episode, another chat with a Navy pilot / SEAL team member / US-Senate candidate / private equity star / private company CEO….Gabriel Gomez stops by to talk about his boyhood in Washington state, his extraordinary military service, and his post-HBS success in business, including his most recent venture as CEO of O2X Human Performance, which provides science-backed training programs to hund
Episode 53 Jeff Giles, Core & Main
Jeff Giles is the latest deal professional to run out of excuses and end up in the MMM studio. He is Executive Vice President for Corporate Development at Core & Main, a St. Louis-based publicly traded specialty distributor focused on water, wastewater, storm drainage and fire protection. Andy and Charlie join Jeff in recounting his days as a private equity newbie. Since joining Core & Ma
Episode 52 Jeff Henningsen, Lockton Companies
This episode features: a University of Missouri starting quarterback who tackled Brian Bosworth, a hardworking youthful entrepreneur, a standout networker in the M&A industry, a pioneer podcaster and a leader in the field of insurance / due diligence. Not five guests! Just one – Jeff Henningsen, President and CEO of Lockton Companies – Texas Series. A veritable Ben Franklin. The episode c
Episode 51b Gretchen Perkins, Avance Capital Management
If this were a Friends episode, it would be “The One Where Gretchen Shows Up With a Glass of Wine.” Gretchen blows the doors off with insights into Avance’s deal activity, the current temperamental condition of the M&A market, and her own turn as DealMAX conference chair a few years ago. A discussion of her “walk on” music at that event leads to Charlie, Andy and Gretchen all singing at diff
Episode 51c Steve Hunter, TM Capital
Steve was the one “first time, long time” guest in the DealMax extravaganza. Even so, he is as cool as the other side of the pillow in recounting his activities as TM’s head of sponsor coverage and the firm’s recent acquisition by Janney Montgomery Scott. Steve and Andy trade friendly competitive observations on the Braves and Phillies while Charlie – totally not influenced by current Red Sox f
Episode 51a Brent Baxter, Association for Corporate Growth
Brent returns to the big stage for his first DealMax conference since assuming the reins as ACG’s CEO. He shares some impressive numbers on this year’s event – more than 3,000 attendees and an estimated 35,000-40,000 meetings. Then interesting discussion on how ACG is keeping pace with the industry’s desire for more informed and qualified interactions. In “Gifford or Greenberg,” Brent asserts h
Episode 50 Christina Pai, Fort Point Capital
Christina Pai is a partner at Fort Point Capital, a Boston-based private equity firm focused on service businesses with high growth potential. This episode begins and ends with Christina and Charlie swapping captivating Boston sports insights. In between, she charts her Massachusetts childhood, college at Dartmouth, and path to her current role at Fort Point. Discussion ensues around the streng
Episode 49 Mark Chesen, SSG Capital Advisors
Mark Chesen is a founder and managing partner at SSG Capital Advisors, a special situations-focused investment bank that has completed more than 400 transactions since its founding in 2001. Mark zips through growing up in Iowa, college at the University of Texas and an early stint in public accounting before turning to the wide world of investment banking. He and the hosts chart SSG’s growth, it
Episode 48 Ashley Hess, Baker Hostetler
The Middle Market Musings tour bus rolls into southwestern Ohio for a discussion with Ashley Hess, Partner-in-Charge of Baker Hostetler’s Cincinnati office. Ashley draws vivid stories out of a succession of stops in his journey: Western Virginia boyhood, school at UVA and Washington & Lee, marriage and life as a young connector in the Cincinnati community and, finally, a demanding and varied
Episode 47 Chrisanne Corbett, KPMG Corporate Finance
This time around, Chrisanne Corbett classes up the proceedings. Chrisanne is Managing Director of KPMG Corporate Finance LLC, leading the Diversified Industrials Team, and co-leading the Private Equity Coverage Team. She starts off recalling a busy, promising childhood in Minnesota and Connecticut. Andy and Charlie – rarely interested in the same thing at the same time – both come to full alert
Episode 46 Jon Skinner, PSP Partners
Jon Skinner is CEO of PSP Partners, a diversified private investment firm founded by former U.S. Secretary of Commerce Penny Pritzker. Jon is the latest financial honcho to miss his exit and end up in the Middle Market Musings recording complex with Andy and Charlie. Jon reviews his path to his current role – childhood in suburban Boston, football and undergrad at Brown, law school at Boston Col
Episode 45 Andy Souder, RAF Equity
Andy Souder grew up in a steel town and attended Notre Dame, but the similarities to “Rudy” end there. Andy is vice president of acquisitions at RAF Equity, a family office turned private equity fund based in suburban Philadelphia. Andy regales his old friends with stories of his own upbringing and early career in commercial banking and law, then he and Andy Greenberg trade stories about Bob Fo
Episode 44 Bob Whalen, HB Global
Bob Whalen is CEO of HB Global, a $550-million revenues commercial specialty contracting firm based in Harrisburg, PA. Bob talks about HB’s evolution since his acquisition of the business and its transition to ESOP ownership in 2008, as well as HB Capital, a private equity vehicle formed to acquire other businesses suited to similar management and ownership. Some interesting discussion on valuat
Episode 43 Brent Baxter, Association for Corporate Growth
Brent Baxter is several months into his tenure as Chief Executive Officer of the Association for Corporate Growth, the premier trade organization serving the M&A deal making community. Brent shares his immediate vision and priorities for serving ACG’s membership, then delves into the path that brought him to this role. Childhood in western Pennsylvania, a college-era stint as in the restaura
Episode 42 Jim Apple, The Sterling Group
Jim Apple is partner and head of sourcing at The Sterling Group, an operationally focused private equity firm based in Houston. Jim hits the ground running with stories of a rich upbringing that included antique road shows and no TV in the house. Discussion culminates with a review of Sterling, its two current vehicles and model that includes seven drivers of value including the one Jim is respo
Episode 41 Jim Andersen, Clearview Capital
Jim Andersen wakes up as if from a bad dream, and finds himself in conversation with Andy and Charlie. Jim is a managing partner and co-founder of Clearview Capital, a Stamford, CT based private equity fund that is often the first source of institutional capital for lower middle market owner/managers. Clearview is currently investing Fund V, an $850 million vehicle. We start off with tales from J
Episode 40 Rob Brown, Lincoln International
This time out, Rob Brown takes us inside Lincoln International LLC, one of the preeminent middle market investment banks. Rob joined Lincoln as one of its first employees in 1998, rising to become CEO in 2021. He charts his own and Lincoln’s development with great insight and good humor. Stick around for the second half, in which Rob, Andy and Charlie have an extended discussion about the “scie
Episode 39 Nishen Radia, B. Riley Securities
Hollywood settles the writer’s strike, the vast creative team supporting Middle Market Musings swings back into action, and we launch our third season with a standout guest! Nishen Radia is Senior Managing Director and Co-Head of M&A at B. Riley Securities. Nishen starts off with a panoramic tour of his well-traveled boyhood, including a stint selling (and wrecking) cars at his father’s Lond
Episode 38 Chris Burbach, Fundamental Income
Chris Burbach draws the black marble and finds himself on the podcast with Andy and Charlie. Chris is Co-founder, Partner and CEO of Fundamental Income, an institutionally backed firm that offers efficient real estate-based capital to business owners and buyers, and access to net lease real estate to investors. Chris explains when and how thinking about the monetization of real estate makes sense
Episode 37 Ted Kramer, HKW
Ted Kramer is the CEO of HKW, a private equity firm that traces its lineage to the early years of the 20th century. Ted not only shares an overview of his firm’s lineage, but also traces his own beginnings in northwestern Ohio and his immersion in hockey as a schoolboy, University of Michigan star, and eventually as a professional player in the early 90s. From there, the conversation evolves int
Episode 36 Devin Mathews, ParkerGale
Devin Mathews wanders out onto the Middle Market Musings stage and the audience goes wild at the cross-platform possibilities. Devin is co-founder of ParkerGale, a Chicago-based private equity fund focused on profitable technology investments, and co-originator of their successful podcast devoted to companies in the tech space. Devin entertains with his account of how an art history major from SU
Episode 35C – Parker Weil, TD Cowen
Parker catches the guys up on Cowen’s successful integration into TD since his last visit. He discusses the current market from the perspective of a larger firm with two dozen professionals on the ground in Vegas. Parker and Charlie trade insights on Jerry Garcia vs. Bob Weir while Andy weighs the possibility that this conversation will make him seem “cool” by osmosis. (Prognosis? Unlikely).
Episode 35B – Michelle Eidson, Crest Rock Partners
Michelle drops by to talk about how Crest Rock – a Denver-based PE fund founded in 2019 and devoted to software, tech and business services – set out to establish a market presence in the midst of the pandemic. She ignores the premise of “Charlie or Andy” but scores a direct on the hosts by answering, in response to a question about who you would choose to look after your children, “Neither.”
Episode 35A – Bruce Fenton, Troutman Pepper
Bruce shows his skills as M&A lawyer and raconteur have not diminished since his last visit. Bruce talks about his unusual intentionality in marketing off of a law firm platform at DealMAX and elsewhere. His account of a past encounter with Peyton Manning takes about half as long as an actual football game, but is materially amusing and perfectly captures Bruce’s je ne sais quoi.
Episode 34 David Welinsky, Monroe Capital
Andy and Charlie set their sights on David Welinsky, a young star in the private credit industry. (Young = younger than Charlie.) David is a managing director in capital markets at Monroe Capital, widely regarded as a premier boutique asset management firm specializing in direct lending amongst other strategies. David talks about his upbringing, Monroe’s evolution from public BDC to diversified as
Episode 33 Jay Weinstein, EisnerAmper
Not unlike the guy who drives through the carwash with his top down, Jay Weinstein gets the full Middle Market Musings treatment from the co-hosts. Jay is Vice Chair of Industries and Markets at the EisnerAmper accounting, tax and business advisory firm. Jay has seen all sides of the M&A business – from running accounting firms that merged into progressively larger practices, to overseeing ac
Episode 32 Gretchen Perkins, Avance Investment Management
Gretchen Perkins inexplicably agrees to spend an hour with Andy and Charlie. Gretchen, partner at Avance Investment Management, is one of the best known and widely respected figures in the world of private equity business origination. Gretchen shares the story of Avance, a two-year-old equity fund differentiating itself through investments in rapidly scalable business models in the consumer and
Episode 31 Chad Gifford, Chairman Emeritus of Bank of America
Charles K. Gifford is Chairman Emeritus of Bank of America. Chad visits the podcast to provide valuable perspective on the current tempests swirling around the global banking system. Son Charlie and co-host Andy are on best behavior with a guest who would be an incredible “get” under any circumstances. As CEO of the Bank of Boston, Chad had a front row seat for the New England banking crisis o
Episode 30 Andrea Auerbach, Cambridge Associates
Andrea Auerbach of Cambridge Associates stops by Middle Market Musings to offer a master class in the trends defining the private equity asset class. Cambridge Associates is a leading advisor/portfolio manager to institutional investors. Andrea oversees a team directing $12-15 billion per year to private investments, co-investments, and secondary opportunities. She shares how different GPs mana
Episode 29 Matt Carroll, WestView Capital Partners
Matt Carroll helps Andy and Charlie prove that Middle Market Musings is exactly as mature and insightful in 2023 as it was in 2022. Matt is a managing partner at WestView Capital Partners, a Boston-based private equity firm that recently closed on its $1 billion fifth fund. Matt has been a part of WestView since its inception in 2004. He charts the firm’s evolution into more intense pockets of
Episode 28 Ed Bagdasarian, Intrepid Investment Bankers
LA-based investment banking luminary Ed Bagdasarian misses the Slauson Cutoff and finds himself in the middle of an episode of Middle Market Musings. Ed is CEO of Intrepid Investment Bankers LLC, now part of MUFG. Ed begins with an extraordinary family story—he is of Armenian heritage, born in Romania, brought to the United States by his parents as a young teen. The family jewelry business provide
Episode 27 Rusty Goodsell, New Orchard LLC
Rusty Goodsell, CEO and Co-Founder of New Orchard LLC, joins us for a podcast all about culture – or as they say in Boston, “cultcha.” (Charlie doesn’t say that -- other Bostonians). New Orchard is an analytics company that helps business buyers and other clients more quickly assess organizational culture as part of their operational/investment decisions. New Orchard’s approach to “quality of or
Episode 26 Pete Stavros, KKR
Pete Stavros is a Partner & Co-Head of Americas Private Equity at KKR, as well as founder/chairman of Ownership Works, a nonprofit organization that partners with companies and investors to provide employees with the opportunity to build wealth at work. Pete and the guys discuss the role of global investment firms like KKR versus middle-market PE groups, the personal and business experiences
Episode 25 Parker Weil, Cowen
Parker Weil is vice chair of investment banking at Cowen. He provides a lively excursion through three decades in the most successful echelons of M&A, beginning with his tenure as a junior banker during the “Liar’s Poker” era at Salomon. Parker views industry trends leading to his current role as vice chair and head of the group that encompasses sponsor coverage at Cowen. Andy and Charlie g
Episode 24 Jeffrey Stevenson, VSS Capital Partners
Jeffrey Stevenson finds himself on the wrong side of town and becomes Charlie and Andy’s latest accomplice. Jeffrey is Managing Partner of VSS Capital Partners, a private investment firm that manages $4 billion in committed capital across eight funds. He recounts VSS’s early days as an M&A firm devoted to publishing/media, then the transitions into principal investing and an industry focus b
Episode 23 Tom Bohn, ACG Global
Tom Bohn, President and CEO of the Association for Corporate Growth, kicks off the fall season on Middle Market Musings. Tom discusses the state of mergers & acquisitions coming out of covid, his plans for the M&A industry’s largest trade association, and the business orientation he’s brought to trade group management. Most important, he engages in the forced, faux hip repartee that MMM
Episode 22 Tarrus Richardson, IMB Partners
Tarrus Richardson takes Middle Market Musings on a panoramic tour of the deal-making life. Tarrus is Founder and CEO of IMB Partners, a Bethesda, MD private equity fund targeting utilities and government contracting suppliers. Andy and Charlie ride along as Tarrus starts with stories about growing up in a family business in Chicago. Other stops before forming IMB in 2010: student leadership roles
Episode 21 Chris Williams, Avesi Partners
As co-founder of the Harris Williams investment bank, Chris Williams is one of the best known figures in private company M&A. Chris’s storied career hits the wall that is Middle Market Musings. He regales Charlie and Andy with tales from his early career, then moves on to Harris Williams’ path to being an industry standard bearer. We also cover Chris’s evolution into private equity investor
Episode 20 Delaware Private Markets Club
The Private Markets Club is a group of University Delaware business students devoted to learning more about and engaging in the world of private finance. In a lapse of good judgment, the PMC invited Andy and Charlie to come in as guests. The MMM hosts quiz one another about their own origin stories, then field sharp, informed questions from Keaton Stott, Will Wallace and the rest of the club. T
Episode 19 Jeri Harman, Avante Capital Partners
Jeri Harman gives Andy and Charlie a lesson in “emotional intelligence” – like building a swimming pool in the desert. Jeri is Founder and Chairman of Avante Capital Partners, a woman- and minority-owned private credit and structured equity fund. The discussion is a fast-paced tour of Jeri’s early career, the impetus to create her own fund and the importance of culture in harnessing individual “
Episode 18 Bill Tyson, Fifth Third Bank
Bill Tyson is Managing Director and Head of Mergers & Acquisitions at Fifth Third Bank. During our wide ranging discussion, Bill shares stories amassed from a 37 year career spanning his time as an M&A banker, a commercial lender, and a Capital Markets specialist. He discusses the importance of culture, and how personal relationships and building trust among his co-workers has been paramou
Episode 17 Bruce Fenton, Troutman Pepper
Bruce Fenton takes on Andy and Charlie in a cage match for the ages! Bruce, the head of private equity at Troutman Pepper, traces his path to becoming a preeminent M&A attorney, assesses the professional landscape as represented by the combination of two storied law firms and gives his views on changes in the balance of power among actors competing for the attention of the private business ow
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English with Olivia | Slow Conversations & Vocabulary
