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Podcast

Insider View of Private Equity for Family and Founder Businesses

Insider View of Private Equity for Family and Founder Businesses

by pmbcadmin | Sep 23, 2021 | Podcast

Jamie Elias is a Partner at Trivest, one of the oldest private equity firms in the US. Jamie leads the firm’s non-control investment strategies through the Trivest Growth Investment Fund and manages transaction execution. He is also a member of Trivest’s Investment...
How Managing Industry Complexity Creates Niche Expertise and Valuable Agency [Going it Alone Series]

How Managing Industry Complexity Creates Niche Expertise and Valuable Agency [Going it Alone Series]

by pmbcadmin | Sep 9, 2021 | Podcast

Alex Porter is the CEO of Location3, a Denver-based digital marketing agency. Location3 was founded in 1999 to provide global direct response results to clients by leveraging search engine marketing and display media. During his 15-year tenure with Location3, Alex has...
How This Founder Survived Near Death Before Mastering “The Game of Business” to Create (and Share) Outsized EBITDA [Going it Alone Series]

How This Founder Survived Near Death Before Mastering “The Game of Business” to Create (and Share) Outsized EBITDA [Going it Alone Series]

by pmbcadmin | Sep 1, 2021 | Podcast

Alex Membrillo is the CEO of Cardinal Digital Marketing, an agency with strong SEO strategies for finding quality leads. Cardinal Digital Marketing has been named one of Inc. 5000’s Fastest-Growing Private Companies in America. Alex has made his way to the Top 40...
Sold Twice, Bought Several: The Remarkable Story Behind a $100M Digital Business

Sold Twice, Bought Several: The Remarkable Story Behind a $100M Digital Business

by pmbcadmin | Aug 26, 2021 | Podcast

Matt Wilson is the President and Chief Operating Officer of Eastport Holdings, a strategic full-service marketing agency for global brands. Matt’s career spans 30 years of ownership-level management positions before launching Eastport’s acquisition and start-up model,...
How an Unexpected “Knock at the Door” Resulted in a Fortune for Two First-Time Entrepreneurs

How an Unexpected “Knock at the Door” Resulted in a Fortune for Two First-Time Entrepreneurs

by pmbcadmin | Aug 19, 2021 | Podcast

Korby Wright and Mark Covrig are Senior Advisors at Coforge, a global IT solutions company with a focus on AI, cloud, and insight-driven technologies to turn businesses into valuable enterprises. Korby and Mark were the Co-founders and Enterprise System Architects of...
From Bootstrapped Agency to a Trusted Growth Accelerator for Global Brands [Going it Alone Series]

From Bootstrapped Agency to a Trusted Growth Accelerator for Global Brands [Going it Alone Series]

by pmbcadmin | Aug 12, 2021 | Podcast

Reid Carr is the CEO of Red Door Interactive, a data and insight-driven advertising agency helping to optimize brand and performance marketing through paid, earned, and owned channels. Reid founded Red Door Interactive nearly 20 years ago with an extensive career in...
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Meet the Host

Todd Taskey

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.

Recent Posts

  • PE Insight Series: Green Flags in Due Diligence: Behavioral Signs of Founder Commitment
  • PE Insight Series: Non-Negotiable Attributes of a Scalable Platform Investment
  • PE Insight Series: What PE Firms Actually Change To Drive Multiple Expansion at Exit
  • $10M Revenue Tripled in 3 Years
  • They Bought Their Agency Client… Then Scaled It Into an Industry Standard
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When it is time to sell your company, our process will help you maximize its value. From pre-deal strategic planning, to target development identification to negotiation and eventually closing your deal, you will have a trusted, experienced advisor throughout the process.

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