Hear from one of our members how his Vistage peer advisory group has helped him become a better leader... and get better results.
If you're ambitious to grow your business, hungry to improve your leadership skills, and would enjoy helping fellow business leaders to do the same then I would be interested to share more information with you about membership. Drop me a message to 'get the ball rolling'.
#Vistage#peeradvisorygroups#leadershipdevelopment
Vistage member Derek Stewart faced a challenge that many business owners will relate to.
Where is a good place to air new ideas without alarming your board?
"Sometimes, you need an external view", he says. That's where his Vistage group comes in.
Vistage has provided Derek with a trusted sounding board where he has the confidence to discuss absolutely anything. Read more about his Vistage story here.
https://lnkd.in/eUZ9_P-7#ALifeOfClimb#CEO#MD#SuccessfulLeader#GrowthMindset#ConfidenceBuilding
Focused on private capital investment opportunities (directs and funds) for institutions and multifamily offices | Private Equity | Private Credit | Venture Capital | Investment Advisor
It's great to see some life in the market for tech companies in this go private deal for Kahoot! led by Goldman Sachs Asset Management, even if the valuation is off its heady pre-Covid number. As reported by Private Equity Insights, this deal takes the company out of some sleepy and turbulent public markets and gives it a runway for growth, which its new shareholders and management clearly believe in. Other tech companies jostling for liquidity in the public markets will surely take note.
Happy to finally share some news
I have joined Portrait Capital as a Partner and President of Portfolio Operations.
What is Portrait Capital?
Formerly Majority Search, Justin Burris
& Tim Ludwig founded Portrait Capital with the goal of helping family businesses transition to the next generation of leaders.
Portrait Capital is a private investment firm crafting perfectly-tailored transitions for exceptional small and mid-sized companies. We manage committed capital on behalf of 75 founders and family business owners who share our focus on growing companies and leaders over the very long-term.
Our unique fund structure allows us to buy companies with no intent of selling them.
Decades. Not years.
The biggest lesson I learned in my last venture was that it matters so much more about who is next to you than it does what you are doing.
Before joining, we spent a tremendous amount of time discussing life, friends, family, the highs and lows of business ownership, and the ways in which we can assist families by creating a perfectly tailored transition that ensures we honor the family legacy for decades.
We were aligned.
I grew a major appreciation for Tim and Justin, not as professionals, but as people. Something I was very thoughtful of in making this decision was the time horizon. We cannot ask the families of companies we are buying to trust us for decades if we do not also have an internal trust level with each other that is rooted today but will grow for decades.
What they have accomplished professionally is jaw dropping. Who they are as people is even more astonishing.
I could not be more excited to partner with Tim, Justin, Bruce, and the people who have entrusted us to make decisions for decades.
Full Agenda: 3rd Palm Beach CorpGov Forum Featuring PE Edge with NYSE, Goodmans LLP, Goldman Sachs Nov. 8
Speakers and Sponsors:
Lawrence Elbaum, Partner, Co-Head of Activism Defense, Vinson & Elkins
E Ramey Layne, Partner, Capital Markets and M&A, Vinson & Elkins
Zach Swartz, Partner in the Corporate Real Estate Practice, Vinson & Elkins
Tara Dziedzic, Head of Listings – US Sectors, NYSE
Joseph C. Semsar, Regional Head, East Coast Capital Markets, NYSE
Jon Feldman, Partner, Mergers & Acquisitions, Goodmans LLP
Michael Partridge, Partner, Mergers & Acquisitions, Goodmans LLP
Rafique Jiwani, Vice President, Private Equity, Goldman Sachs
Laura Sennett, Vice President, Sustainable Investing Goldman Sachs
Andrew Freedman, Partner, Co-Head Activist & Equity Investment Group, Olshan Frome Wolosky LLP
Ira Gorsky, Executive Vice President, Edelman Smithfield
Katrina Allen, Executive Vice President, Edelman Smithfield
Mark Beccue, Research Director, AI, Futurum Group
Joseph J. Mills, Senior Partner, Saratoga Proxy Consulting
John Ferguson, Senior Partner, Saratoga Proxy Consulting
Christopher Ludwig, Managing Director, Shareholder Advisory, Mergers & Acquisitions, Barclays
John C. Marchisi, CCIC, MLIS, GRCP, National Director, SPAC Segment, Gallagher
Bruce H. Goldfarb, President and CEO, Okapi Partners
Shari Mager, Partner, National Capital Markets Readiness Leader, KPMG
Richard Kane, Chairman and CEO, Verijet
Don Duffy, President, ICR
Anton Nicholas, Managing Partner, ICR
Ashley DeSimone, Partner, Co-Head Media, Sports & Entertainment, ICR
Terri Clevenger, Partner, Healthcare, ICR
Jay Jackson, CEO, Abacus Life, Inc. (Nasdaq: ABL)
Charles Gradante, Co-Founder, Hennessee Group LLC
Adam Kommel, Senior Activism Analyst, Bloomberg LP
Keith Rosenbloom, Managing Partner, Cruiser Capital
Michael W. Robinson, Chairman and CEO of The Montgomery Strategies Group, former Chief Spokesman & Policy Director at the Securities and Exchange Commission (SEC)
Jordan Kovler, Managing Director, Harkins Kovler
John Grau, President, InvestorCom
Dan Zacchei, Managing Partner, Longacre Square
Casie Connolly, Partner, Head of Digital Communications, Longacre Square
Jimmy Frischling, Co-Founder & Managing Partner, Branded Hospitality Ventures
Michael Seifert, Founder and CEO of PSQH
Peter Harkins, Jr., Managing Director, Harkins Kovler
Omeed Malik, President, 1789 Capital
Felix Tabary, Co-Founder and CEO of Troop
Robert Jacks, CEO, Sparrow Pharmaceuticals
Robert Maxwell, Founder and CEO, ClinConnect
Tom Nolan, CEO, Kendra Scott
Josh Kosman, New York Post Business Reporter
Thomas Sandgaard, Chairman, CEO & Founder, Zynex Medical
Kyle D. Henderson, President, Sandgaard Capital
Mark Harms, Chairman and CEO, Global Leisure Partners and Managing Partner, Bespoke Capital Partners
Michael A. Verrechia, Senior Managing Director, Morrow Sodali
Edward Kovary Jr., Managing Director, Head of SPAC Capital Markets, BTIG
ICYMI: For the first time in a while, there's a window of opportunity to invest in my venture firm, Backstage Capital. There is limited space due to the number of investors allowed per entity, so I am holding a few 1:1 calls to discuss alignment.
To learn more, get screened, and book a call, apply at BackstageInvest.com
To get a snapshot of our impact, watch: https://lnkd.in/gj4DRck8
Very interesting. If you're considering a fundraise from institutional LPs, please reach out. Happy to demo PitchBook's coverage.
These conversations are usually focused on mandates to specific asset types, past commitments, and allocation %.
If this would be helpful for your fundraise, let's talk..
https://lnkd.in/gMjJ-7TY
For a webinar all about Value Creation Planning, we're excited to be welcoming industry titan Christopher D. Westington - Director of Portfolio Management and Value Creation at BCI to the panel next week, alongside THE leading voice on Value Creation in PE-Backed Companies: Dan Cremons.
Join Finquest & Fintalent.io as we dissect the levers to create equity value, how to avoid common pitfalls, and how people fit into it all.
If you're thinking about value creation in 2024, you're not going to want to miss this one.
Register here: https://lnkd.in/eDJCwsuK
Check out this useful article:
Voices of CEO excellence: Blackstone’s Stephen Schwarzman
https://lnkd.in/gagHvfqz
“The question is where to place your talent and management attention. If you ask B-level talent to do an A-level job, they will fail every time. That means you can only rely on your A players, and nobody has that many. The opportunity needs to be very compelling for an A player to give up what they’re doing.”
🔥 Breaking News: Bill Ackman to Sell 10% Stake in Pershing Square Ahead of IPO! 🔥
Investing Maestro Bill Ackman, the renowned hedge-fund manager, is making waves in the financial world by planning an initial public offering (IPO) for his investment firm, Pershing Square. According to a trusted source, Ackman will be selling a 10% stake in the firm, valuing it at over a staggering $10 billion. This bold move aims to seed additional funds and propel Ackman's investment empire to new heights.
With an inspirational vision and an entrepreneurial spirit, Ackman is known for his calculated investment strategies that consistently outperform market titans like Ray Dalio. Now, he's setting his sights on revolutionizing the industry once again through this high-profile IPO.
This groundbreaking development presents an extraordinary opportunity for savvy investors like you to dive into the world of Health Savings Account (HSA) investing. HSA accounts offer unique tax advantages and a powerful, long-term growth potential. By harnessing the potential of health- and wellness-related investments, you can grow your wealth while simultaneously supporting your family's well-being.
Don't let the Fear of Missing Out (FOMO) hold you back. Now is the time to take action and explore the incredible possibilities that investing in HSA accounts offers. Join the movement today and unlock your financial future!
#HSA#Investing#Healthcare#Health#Family#Wellness 💪📈✨
Advancing innovation and equity in education technology.
3dLove this company and it's potential but am concerned that this board does not reflect our new minority majority K-12 system.