Marrin Investment Partners’ Post

🎙A new episode is out now! 🎙 Join Leah Berend, CPA, host, and founder of Marrin Investment Partners in a valuable conversation with Marnie Ochs-Raleigh, CEO of Evolve Systems! Marnie, a seasoned entrepreneur with a deep understanding of M&A, shares valuable insights on how companies can attract private equity investors. 💡 Key takeaways 💡 ▶ Positioning for success: Discover the essential areas to focus on to make your company is attractive to investors. ▶ Evolve Systems: Learn how this platform has helped businesses prepare for successful private equity transactions. ▶ Expert advice: Gain valuable strategic insight for navigating the complexities of attracting investment Take a listen to this episode on https://lnkd.in/gaZg-rdA We will see you there!

Another great episode of Inside the Rope! In this episode, David Clark and Michael Rosen dive deep into the world of convertible arbitrage and discuss the strategy behind Context Capital Management, LLC. If you're looking to broaden your knowledge of alternative investments, this is a must-listen. Uncorrelated returns matter! Catch the episode to better understand how these strategies can enhance yours or your clients' portfolios. Koda Capital #InsideTheRope #Podcast #ConvertibleArbitrage #AlternativeInvestments #UncorrelatedReturns #ContextCapitalManagement #InvestmentStrategy #Finance #WealthManagement #HedgeFunds #Endowments #UHNW #FamilyOffice

🎙 Data & Deals: Successful Private Equity Investing in Creative & Technology Our fifth episode of Season Two of Inflection Points brings the insight and candour of Mark Sargeant, Partner at Phoenix Equity Partners. Phoenix were one of the first PE funds to see the opportunity in our sector, investing in Karmarama that ultimately sold to Accenture and more recently 1000heads that sold to Labelium. Mark has been with Phoenix for almost 20 years and was instrumental in both these deals. Private Equity is increasingly present but little understood. In this episode, Mark demystifies PE explaining how it really works, from raising funds to investing decisions and how the culture of the Private Equity business will define its success. You will love this episode as we discuss: - What Phoenix looks for in a target business - The changing dynamics of private equity and the secret to balancing creativity and financial success - How Private Equity benefits the economy, and society, particularly within the mid-market - And in an ever turbulent world with high interest rates, what is the future for Private Equity?  #podcast #privateequity #creative #digital #PEinvestment #entrepreneurs #acquisition #PEfunds

Excited to share this episode of Self Storage Insights ! Had a great conversation with Ben Shirey of CCStorage. Looking forward to the next one! 🎙️ #SelfStorageInsights #CCStorage #StorageTalk #PodcastInterview

Excited to share this episode of Self Storage Insights ! Had a great conversation with Ben Shirey of CCStorage. Looking forward to the next one! 🎙️ #SelfStorageInsights #CCStorage #StorageTalk #PodcastInterview

"Ok, but how do I start??" In our latest episode, we explain how to open & own an investment account, as simply as we could, with a repeatable 5-step process: why, how much, when, where and what? Do you think the young people in your life could benefit from this? Do you know any inexperienced but keen investors? Full episode link in the comments.

In this week’s episode of Retire In Texas, Darryl Lyons’ discusses the topics of owning profit companies and the power of becoming a part of their growth story. This episode isn’t about investing just to invest. It’s about strategically choosing companies that you see a potential of development. Investing is not a quick turnaround for extra money. It requires research and time for the company to expand. Listen to the episode below to start making smarter investment choices. https://ow.ly/nwEU50RSr87 #PAXFinancialGroup #RetireinTexas #DarrylLyons #SanAntonio #SanAntonioTexas #FinancialServices #SmartInvesting #FinancialGrowth #InvestmentGrowth

PE - a People & Relationship Business ------------------ "We are actually in the talent business." - Graham Weaver, Alpine Investors (Source: Capital Allocators / Ted Seides - https://lnkd.in/eV5NSXjb) ------------------ - Graham Weaver highlighted on the Capital Allocators podcast that PE is a people/talent business - it's not just about deals and finance because people/talent is the key to success - Relationships and great people are what drive value creation in both portfolio companies and the PE firms - All PE leaders like Orlando Bravo at Thoma Bravo, Jon Gray at Blackstone and many others also prioritize people - focusing on strong relationships to drive lasting performance and growth P.S. People = the #1 success factor in PE --- #pe #privateequity

What it takes to customize an investment! Elijah Mucunguzi deep dives into the different classes of investment and how best to approach each in custom to one’s goals and needs. Watch the Full Episode: https://lnkd.in/dGJ-C836 #TheWealthHubPodcast #FinancialLiteracy

Check out our 104th episode of Right Here in Mass with Elliot Bruce, CFA Partner at Mason Capital Partners!🎙️ During this episode, we chat about: 🏦 What he does at Mason Capital Partners 🏦 How he got into the field 🏦 The amount of research and due diligence he does on companies for his clients 🏦 His process for keeping track of companies 🏦 Industries he’s interested in 🏦 Advice he has for anyone looking to get started with investing 🏦 Tips he has for anyone looking to get into the field And more. Listen to it now and let us know what you think 🎧 https://lnkd.in/e45KAtWT