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, we sit down with Brian Dukes, founder of Exitwise, to unpack the real mechanics of selling a business in the lower-middle...
In this episode, we sit down with JR Gilley of Trinity Hunt Partners, a Dallas-based private equity firm focused on building market-leading service businesses...
In this episode, we sit down with Scott Bartnick and Josh Bilmes of Oceans Equity to explore the underside of deal-making: How they source...
