Data & Data = Client ROI (And Super Profitable Agency)
CEO and Founder of West Cary Group, Moses Foster, talks about his company’s innovative path to success. With host Todd Taskey, he shares the importance of data in customer relationships, his biggest business challenges, and advice for achieving high-level growth.
Understanding How Debt Enhances PE Investment Returns
Managing Partner at Boathouse Capital, Bill Dyer, talks about various capital investment funds. With host Todd Taskey, Bill explains an SBIC (Small Business Investment Company) fund, the different types of private equity, and how businesses can utilize debt as an investment.
Understanding the Hierarchy of Private Equity & the Process Behind Repeated Investment Success
Vice President of Court Square Capital Partners, Brian Schmidt, talks about the deal structures of an equity partnership. With host Todd Taskey, Brian shares his advice for choosing equity partnerships, the transaction criteria of these deals, and the importance of a private equity partner for business growth.
Creating Customer & Agency Value – A HubSpot Perspective
Sales Manager at HubSpot, Barrett King, talks about generating recurring revenue and creating value in your agency. With host Todd Taskey, he shares the importance of agency and client relationships, his three keys to success, and how HubSpot helps agencies grow their revenue.
How To Become an Overnight Success in 20 Years
Peter Stavisky, CEO and Founder of Barrington Media Group, talks about his company and the nature of performance-based media. With host Todd Taskey, Peter shares his strategies when making acquisitions, discusses how he has evolved along with his company, and reflects on the influences that have impacted his leadership.
Lower Middle Market M&A in the Second Half of 2022
Investment banker and M&A advisor at Potomac Business Capital, Todd Taskey, talks about how to prepare for business acquisitions in a dynamic market. With Dr. Jeremy Weisz of Rise25, Todd shares how the current market affects business deals, the two major types of transactions, and what sellers should expect regarding valuation deal structures.
Lessons Learned From Underperforming Acquisitions
CEO of Empower, Jim Price, talks about managing business deals and acquisitions. With host Todd Taskey, he reveals the lessons he learned from Empower’s failed business acquisitions, shares his approach to structuring deals, and explains his tips for navigating acquisitions and partnerships.
Exchanging a Retiring Partner for Private Equity To Fuel Growth Plans
Managing Partner of The Center for Sales Strategy, Matt Sunshine, talks about the most memorable and surprising aspects of his company’s recent transaction. With host Todd Taskey, he describes his vision for growth in detail, how he found the right private equity partner, and his advice for those considering a transaction.
How Power Digital Grew From $5M EBITDA to $30M in 3 Years: The Incredible Success Story of Entrepreneur & Private Equity Partnership, Part 2
Todd Taskey interviews Grayson Lafrenz, the Founder and CEO of Power Digital Marketing, to learn all about the opportunities and pitfalls of private equity firms, mergers, and acquisitions. Grayson explains the value of employee satisfaction, common motivations between companies, and creating win-win situations for all parties involved.
How Power Digital Grew From $5M EBITDA to $30M in 3 Years: The Incredible Success Story of Entrepreneur & Private Equity Partnership
Founder and CEO of Power Digital, Grayson Lafrenz, explains why it is important to build a meaningful relationship with a private equity firm to help grow your business. With host, Todd Taskey, he shares the story of how he began his digital marketing company, his tips for identifying the characteristics of a great potential business partner, and the best way to scale your company.
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.