Stuck at $10M for Years, He Bet the Whole Agency on One Industry: Here’s What Happened
Alex Membrillo, Founder of Cardinal Digital Marketing, discusses preparing an agency for a successful sale. With host Todd Taskey, Alex shares how healthcare specialization accelerated his agency’s growth, why a quality-of-earnings report matters before going to market, and what influenced his decision to choose a strategic buyer.
Dorm Room To Deal Room: Building a Business Worth Buying (Even in College)
Alex Rudolph, Co-founder of TBAR Partners, discusses selling a fast-growing TikTok Shop agency. With host Todd Taskey, Alex shares how they scaled through major DTC clients, why Common Thread Collective was the right buyer, and what founders should consider when negotiating deal terms. He also explains where TikTok Shop and live commerce may be headed next.
He Bet on the Founder. They Grew Revenue 20X in Six Years…and Just Had a Massive Exit (Today)
Kevin Ramsier, Founder and Managing Partner at Sier Capital, discusses how founders can increase value before and after a sale. With host Todd Taskey, Kevin shares the importance of alignment in private equity partnerships, how rollover equity can support a strong second bite, and what business owners should strengthen before going to market.
Why Sell a Fast-Growing Agency at Age 33? Ethan Kramer on the Bet That Paid Off
Selling a digital marketing agency at the height of its growth can create opportunities beyond the exit itself. Ethan Kramer shares how he scaled and sold EK Creative, chose the right acquisition partner, navigated integration, and evaluated the culture and incentives needed to make the deal work.
PE Insight Series: Tuck-In Strategy
Private equity tuck-in strategy works best when add-on acquisitions strengthen a platform that already has a sound organic growth thesis. Eight PE executives explain how to evaluate capability expansion, cultural fit, integration risk, and the limits of buy-and-build models successfully.
The Future of Social Commerce Is Now
Agency acquisition culture fit can influence long-term success more than the highest offer. Jordan West and Parker Kump share how trust shaped their buyer selection, how they maintained momentum during due diligence, and how post-close access to finance, HR, and other shared services accelerated growth.
PE Insight Series: Deal Risks
Learn how private equity deal risks can emerge after closing, from weak leadership and cultural misalignment to pricing issues, customer churn, and shifting markets. Todd Taskey and eight PE executives share practical lessons for spotting hidden pitfalls before they affect long-term performance.
PE Insight Series: AI Strategy
AI disruption risk in private equity is reshaping how investors evaluate service businesses. Todd Taskey leads a PE Insight Series discussion on AI strategy, data advantages, workflow integration, customer relationships, and the traits that make companies more resilient or vulnerable to disruption.
PE Insight Series: Founder Signals
Learn how private equity investors identify founder commitment beyond financial rollover. From curiosity and candor to team involvement and growth planning, uncover the key behavioral signals that drive confidence and long-term partnership success.
PE Insight Series: Investment Criteria
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.
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.