PE Insight Series: Non-Negotiable Attributes of a Scalable Platform Investment
Discover the key attributes that make a platform investment scalable. Experts discuss management alignment, strong systems, adaptable teams, and market factors that drive growth and maximize exit potential, offering insights for investors aiming to back businesses poised for rapid expansion.
PE Insight Series: What PE Firms Actually Change To Drive Multiple Expansion at Exit
Private equity multiple expansion depends on more than financial engineering. In this PE Insight Series episode, Todd Taskey and eight private equity executives explain how professionalization, better data, go-to-market improvements, recurring revenue, strategic M&A, and scalable operations can make portfolio companies more attractive at exit.
$10M Revenue Tripled in 3 Years
John Sharkey shares how Spinnaker SCA scaled rapidly through mergers, acquisitions, and private equity partnership strategies. In this episode, he discusses post-merger integration, leadership evolution, and the systems that helped the company triple revenue in just three years.
They Bought Their Agency Client… Then Scaled It Into an Industry Standard
Chad Dudley, CEO of cj Advertising and Founding Partner of Dudley DeBosier Injury Lawyers, discusses scaling a law firm and marketing agency simultaneously. With host Todd Taskey, Chad shares how consulting led to acquiring cj Advertising, why a holistic growth approach transformed client results, and how trust and team alignment shaped a successful exit.
Take the Cash (NO Second Bite) and Start Fresh
Jordan Choo, former Managing Partner at Kogneta, shares his experience selling a sub-$1M agency. With host Todd Taskey, Jordan explains how industry shifts like AI influenced his decision, what he learned from stepping away for nearly a year, and the importance of understanding your “why” before exiting a business.
Agency Collective to “Saturday Morning Call Agency” – The Agital Story
Agency acquisition strategy plays a major role in how modern marketing firms scale and compete. Learn how integrated marketing agencies are built through acquisitions, what founders should consider when selling their firms, and how AI and evolving search trends are shaping the future of agency growth.
10 Acquisitions in 4 Years: A Blueprint for Creating a PE-Backed Powerhouse
Eric Bertrand explains how he completed 10 acquisitions in four years to build a PE-backed digital agency platform. He shares lessons on private equity partnerships, acquisition criteria, post-transaction leadership, and scaling integrated agency services for long-term growth.
How BarkleyOKRP Scaled to 700 People and Maintained Its Soul
Katy Hornaday explains how BarkleyOKRP scaled to 700 employees while maintaining independence, strong culture, and a disciplined three-year strategic thesis.
From VC Bust to PE Success – The New Engen Story Part 2
How does a marketing agency rebound from VC challenges and scale under private equity? New Engen CEO Justin Hayashi breaks down disciplined M&A, content innovation, and growth strategy.
From VC Bust to PE Success – The New Engen Story
CEO of New Engen, Justin Hayashi, talks about building and scaling his digital marketing agency with private equity. With host Todd Taskey, Justin discusses the company’s pivot from a SaaS vision to an agency model, how VC and private equity differ in practice, and the importance of choosing the right PE partner and developing an M&A strategy for long-term growth.
Meet the Host
Todd Taskey
M&A Advisor for CEO's & Entrepreneur's
Todd is a 20+ year entrepreneur, business owner, investment banker and business finance advisor. In addition to M&A advice and investment banking activities, Todd has been a founding investor, board member or part of the management team of several business ventures.