In this episode, we host Marc Utay, Founder and Managing Partner at Clarion Capital Partners, to dive deep into the art and science of middle-market private equity and structured credit. Marc shares lessons from over four decades in dealmaking: how he picks control investments, how Clarion balances growth vs risk, why the firm moved into the CLO/structured-credit space, and what being an independent player brings in today’s volatile financial environment. If you’re interested in PE deals, credit, deal structure, or scaling investment firms, this episode gives you first-hand insights. (ION Analytics)
In this episode, Joe sits down with Guillaume Lussato, Associate Director of saas.group, to explore the world of SaaS acquisitions and growth. They discuss...
In this episode we sit down with Ariez Dustoor of NB Group to go behind the curtain of lower-middle-market M&A and private equity investing....
In this episode we speak with Todd Taskey of Tower Partners about the real mechanics of deal-making in the lower-middle market. We dive into...
