The Mid-Market Edge

Kevin Bonfield

Welcome to The Mid-Market Edge, the go-to podcast for private equity CEOs, COOs, and operating partners who want to sharpen their competitive and operational edge. We dive into focused series on key operational topics - like building global teams - to give you insights from those who've been there and done it. Each episode is packed with practical insights from leaders who've been in the trenches - no theory, just real-world experience to help you deliver results faster. Dive in, so you can build your Mid-Market Edge.

Episodes

  1. Integration Is a Leadership Discipline: Eric Singer on Governance, Incentives, and Making M&A Work

    4D AGO

    Integration Is a Leadership Discipline: Eric Singer on Governance, Incentives, and Making M&A Work

    Episode Overview In this episode of The Mid-Market Edge Podcast, Kevin Bonfield sits down with Eric Singer, a seasoned private equity operating executive and advisor, to unpack why integration success is rarely about effort and almost always about governance, incentives, and leadership clarity. Eric has worked across numerous PE-backed platforms and add-ons, and his perspective is direct: most integrations don't fail because teams resist change, they fail because leaders don't define how decisions get made, who owns what, and how success is measured. Together, Kevin and Eric explore why integration must be treated as a leadership discipline, not a post-close project; how misaligned incentives quietly undermine value; and why the absence of clear operating governance creates friction that compounds with every acquisition. This conversation is a practical guide for leaders building repeatable M&A engines, especially in private equity-backed and mid-market environments where scale depends on execution, not just strategy. What We Talk About Integration Is a Leadership Problem Eric explains why integration issues almost always trace back to unclear leadership structure, not unwilling teams. Governance Before Speed Speed matters, but only after decision rights, escalation paths, and accountability are clear. Incentives Drive Behavior If incentives aren't aligned post-close, no amount of communication will fix execution. Operating Cadence Matters Integration accelerates when leaders establish clear rhythms for decision-making, reporting, and accountability. Why "Let's Figure It Out Later" Never Works Delaying integration decisions creates ambiguity that grows more expensive with time. Lessons That Stay With You Integration is a leadership discipline, not a cleanup phase Governance clarity beats heroic effort Incentives shape behavior faster than culture statements Ambiguity compounds with every acquisition Operating cadence is a force multiplier Integration success is designed, not improvised Moments to Remember "Most integration problems are really governance problems." "If incentives aren't aligned, behavior won't be either." "Speed without clarity creates friction." "Integration doesn't fail from resistance, it fails from ambiguity." About Eric Singer Eric Singer is the Chief Executive Officer of Complete Legal, where he leads the firm's strategic vision, growth initiatives, and client-focused service delivery. With decades of experience in legal services, Eric has built a reputation for operational excellence, innovation, and trusted partnership with law firms and corporate legal teams. Under his leadership, Complete Legal has expanded its national footprint and strengthened its capabilities across eDiscovery, forensics, document services, and litigation support. Eric is deeply committed to building strong teams, fostering a values-driven culture, and ensuring clients receive reliable, scalable solutions that help them succeed. 🪑 About Kevin Bonfield Kevin Bonfield is a strategy advisor and operator with more than 20 years of experience helping mid-market companies scale through complexity, including global teams, acquisitions, and integration. As the founder of Concentre, Kevin partners with leadership teams and private equity sponsors to design operating models, integration strategies, and cultures that protect value and accelerate performance. Through The Mid-Market Edge, Kevin brings forward real-world conversations focused on the decisions leaders must make before, during, and after change to ensure growth actually sticks.

    28 min
  2. Integration is a People Process: Jeff Helfgott on Centralization, Trust, and Scaling Through M&A

    FEB 10 · VIDEO

    Integration is a People Process: Jeff Helfgott on Centralization, Trust, and Scaling Through M&A

    Episode Overview In this episode, I sit down with Jeff Helfgott, CEO of Boardroom Salon, to talk about what it really takes to scale through acquisition — especially in multi-unit consumer businesses where the customer experience lives at the local level. Jeff has led growth across franchising and services businesses — from Planet Fitness to med spas to men's grooming — and he brings a grounded, operator's view of integration: the deal is just the beginning. The real value is created in the integration work that follows. We talk about what to centralize, what to protect locally, and why the best integration leaders don't treat integration like a checklist — they treat it like a people process built on clarity, communication, and trust. What We Talk About Integration Is Where Value Gets Real Jeff shares a perspective that's easy to miss in the middle of deal momentum: the announcement isn't the finish line — it's the starting point. Integration is where scale happens, where the thesis is tested, and where value is either realized or lost. Centralize What's Foundational — Keep What's Differentiated One of Jeff's clearest frameworks is deciding what to centralize versus what should stay local. His view: centralize the foundational functions that don't create differentiation — so teams can stay focused on what actually wins in the market. Communication Is a Strategy Jeff explains why he communicates early and directly during acquisitions. If leadership doesn't fill the gap with clarity, fear and assumptions will. The longer you wait, the more people write their own story about what's coming. Integration Cost Is Real — And It Must Be Underwritten A practical point Jeff makes that every operator feels: the deal price is only part of the investment. If M&A is your growth strategy, you have to underwrite integration as part of the business case — because it requires people, systems, and structure to scale. The J-Curve Is the Price of Building the Engine Jeff describes the "J-curve" reality: you often need to add overhead and infrastructure before the growth shows up. But that investment is what turns acquisition activity into a repeatable engine. The 1-Page MOU: A Simple Tool That Prevents Misalignment Jeff shares a tool he uses that complements the legal docs: a one-page Memorandum of Understanding that clarifies expectations between buyer and seller. It's a practical way to reduce friction and avoid confusion post-close. Relationships Are the Force Multiplier When Kevin asks what Jeff would do earlier in his career, his answer is simple and human: focus on relationships, follow great people, and build trust. Lessons That Stay With You Integration is where value is created — not at the announcement. Centralize what's foundational so local teams can protect what differentiates. Silence creates stories — communication is part of integration leadership. If you can't fund integration, you can't afford the deal. Expect a J-curve: investment comes before scale. A simple MOU can prevent post-close confusion and friction. Relationships and trust still matter most. Moments to Remember "Integration is where the value creation work really happens." "Centralize what's commoditized and protect what differentiates." "Silence creates stories." "Deal cost + integration cost." "You've got to invest through the J-curve." "A one-page MOU can prevent a lot of post-close friction." About Jeff Helfgott Jeff Helfgott is a multi-unit platform CEO, U.S. Army veteran, and private equity advisor who joins this episode to unpack why the most successful integrations are won by making people part of the change — not a victim of it. Jeff has led more than a dozen M&A transactions across the wellness, fitness, and aesthetics sectors, driving over $1 billion in aggregate exit value, before taking the helm as CEO of Boardroom Salon for Men. But his story isn't about the ink on the page — it's about the work that begins before the deal is done: building trust, setting expectations early, and investing in the people and systems that turn transactions into lasting value. About Kevin Bonfield Kevin Bonfield is a strategy advisor and operator with more than 20 years of experience helping mid-market companies scale through complexity — including global teams, acquisitions, and integration. As the founder of Concentre, Kevin partners with leadership teams and private equity sponsors to design operating models, integration strategies, and cultures that protect value and accelerate performance. Through The Mid-Market Edge, Kevin brings forward real-world conversations focused on the decisions leaders must make before, during, and after change to ensure growth actually sticks. midmarketedge@concentre.net

    36 min
  3. Integration Starts in Diligence: Chauncey Lane on TSAs and Earn-Outs

    FEB 3 · VIDEO

    Integration Starts in Diligence: Chauncey Lane on TSAs and Earn-Outs

    Episode Overview In this episode of The Mid-Market Edge, Kevin Bonfield sits down with Chauncey Lane, an attorney at Holland & Knight, to explore the legal and structural decisions that shape integration success long before Day One. Chauncey has advised private equity sponsors and PE-backed companies across platform acquisitions, add-ons, recapitalizations, and restructurings — and he brings a clear message: integration isn't a phase two activity. It has to run in parallel with deal execution. Together, Kevin and Chauncey dig into the practical mechanics that often determine whether integration moves smoothly — or turns into operational disruption and post-close conflict. They discuss the role of diligence in shaping integration strategy, why transition services agreements (TSAs) are often the bridge between intention and reality, and how earn-outs can either align incentives or create tension if operational control isn't defined early. If you're a mid-market leader navigating acquisitions — especially in a PE-backed environment — this conversation is a strong reminder that the details you negotiate upfront often become the outcomes you live with later. What We Talk About Platform vs. Add-On Deals: Why Integration Pressure Changes Chauncey breaks down the core difference between platforms and add-ons — and why add-ons demand a more explicit integration thesis to maximize value. Integration Begins in Due Diligence One of the clearest themes in this episode: diligence isn't just about understanding what you're buying — it's about understanding how you'll integrate it and where value will come from. How the Purchase Agreement Shapes Integration As diligence reveals risks and dependencies (like third-party infrastructure, data ownership, or operational constraints), those realities must be reflected in the purchase agreement — because they directly affect post-close execution. Transition Services Agreements (TSAs): The Push-Pull Everyone Feels Kevin and Chauncey unpack TSAs as one of the most practical — and most negotiated — integration tools. Chauncey explains how TSAs depend on close partnership between legal counsel and business teams, especially in carve-outs where employees, systems, or data may remain with the seller temporarily. They also explore the built-in tension: buyers want enough runway to de-risk the transition sellers want resources back quickly both sides want flexibility if timelines shift Earn-Outs: Alignment Tool or Litigation Risk Chauncey describes earn-outs as a way to bridge valuation gaps — but also a structure that increases integration complexity. The big question becomes: who controls the operating decisions that determine earn-out performance? Without clear alignment on strategy, governance, and financial reporting, earn-outs can create friction — and in the worst cases, post-close litigation. Customers and Key Employees: The Hidden Integration Risk A major insight from the conversation: customer retention and employee integration are often inseparable. If a key employee leaves because they feel disconnected post-close, the customer relationship can leave with them — creating a ripple effect that undermines the value of the deal. Common Integration Pitfalls Chauncey Sees Chauncey outlines several recurring failure points, including: not understanding operational needs before close underestimating human capital dynamics and power struggles mismatched accounting processes (especially dangerous with earn-outs) missing cultural differences failing to plan technology infrastructure requirements The One Thing Chauncey Would Do Differently Chauncey closes with a simple but powerful principle: start early. Integration isn't separate from deal execution — it's part of it. Lessons That Stay With You Integration starts in diligence, not after close. Add-ons require an integration thesis, not just an investment thesis. TSAs are often the difference between stability and chaos. Earn-outs require clarity on control, strategy, and reporting. Employee integration and customer retention are linked. Culture misalignment becomes decision friction. The fastest path to post-close conflict is unclear expectations. Moments to Remember "Integration is not a phase two… it's part of phase one." "Diligence is also being done so the sponsor knows whether and how they can maximize value." "That push and pull… is the heart of the TSA negotiation." "If you don't have alignment on strategy and you have an earn-out, it tends to be ripe for litigation." "Failing to understand operational needs before closing can be catastrophic." About Chauncey Lane Chauncey is a private equity partner in the Dallas office of Holland & Knight LLP, where he advises clients on high-stakes transactions including stock and asset acquisitions, going-private deals, leveraged buyouts, carve-outs, platform and add-on acquisitions, and recapitalizations. He regularly applies his transactional experience to cross-border matters spanning Europe, Asia, and other international jurisdictions. A recognized thought leader in mergers and acquisitions, Chauncey is an active member of the American Bar Association's Business Law Section, serving as Executive Editor for Mergers and Acquisitions for the Section's Business Law Today publication, as well as a member of the Content Board and the Mergers and Acquisitions Committee. Earlier in his career, he worked in the SEC's Division of Corporation Finance, contributing to capital markets transactions, regulatory initiatives, and compliance matters. Prior to practicing law, Chauncey served six years in the U.S. Army's Judge Advocate General's Corps (JAG), supporting military justice divisions worldwide and lecturing on the law of war and rules of engagement. He earned a Bachelor of Science from Park University while on active duty, followed by a JD and MBA from Texas Tech University, and an LL.M. in Securities and Financial Regulation from Georgetown University Law Center. Holland & Knight About Kevin Bonfield Kevin Bonfield is a strategy advisor and global team builder with more than 20 years of experience helping mid-market companies scale through complexity. As the founder of Concentre, he works with leadership teams to design operating models, integration capabilities, and cultures that protect value and accelerate growth. Through The Mid-Market Edge, Kevin shares practical insights drawn from real operators navigating growth, acquisitions, and transformation. The Mid-Market Edge Podcast Concentre Contact Us

    34 min
  4. 40% Done Before Signing: Sagar Pandya on the Real Work of Integration

    JAN 27 · VIDEO

    40% Done Before Signing: Sagar Pandya on the Real Work of Integration

    Episode Overview In this episode, I sit down with Sagar Pandya, serial entrepreneur, cybersecurity expert, and AI founder, to unpack what it really feels like to sell your company and what happens after the signatures are dry. Sagar built and scaled a Chicago-based cybersecurity firm before selling it to a strategic acquirer. But his story isn't about the transaction it's about the transformation that comes with it: for the founder, the team, and the culture that connects them. We talk about the emotional highs and lows of M&A, the art of integration, and what he's learned about leadership through both acquisition and reinvention. And we close by looking forward at how Sagar's next venture is helping mid-market organizations make AI adoption real, human, and secure. 🧭 What We Talk About The Long Courtship Sagar shares how his company was pursued by potential buyers for years before he finally responded. What made him take the meeting? The right cultural fit. "We had 17 interested parties," he says, "but it wasn't about the biggest check it was about who shared our values." Choosing Fit Over Finances When faced with competing offers, Sagar and his partner chose a strategic buyer who aligned with their purpose and people. "We didn't take the highest offer," he says. "We wanted the right home for our team." For him, M&A wasn't just about valuation it was about legacy. Entrepreneur to Employee Sagar stayed on for 18 months post-acquisition. The transition was humbling from founder to executive. "It was emotionally difficult," he admits. "I'd built a lone-wolf mentality. Suddenly, I had to lead through structure, not instinct." But the experience gave him perspective on how scale, process, and delegation work inside larger systems. The Emotional Toll of the Deal Few founders talk about what M&A takes out of you. Sagar does. "I cried after we signed," he says. "You work 15 years, 80 hours a week, and it all changes overnight." He opens up about the strain on family life, the sleepless nights, and the quiet processing that took two years to complete. Integration Starts Before the Ink Dries What impressed him most about the acquirer was their professionalism in integration. "They had a 1,700-line spreadsheet. The day after we signed the LOI, we met the integration team." By the time the deal closed, 40% of the integration was already done. The takeaway: success depends on preparation and transparency long before Day 1. Learning to Let Go and Rebuild Ultimately, Sagar learned that M&A isn't an ending, it's a passage. "I had to learn to lead differently but, I also learned that I'm a builder at heart." Today, he's returned to entrepreneurship, leading a new company that helps organizations integrate AI responsibly. The Next Chapter: AI Done Right Sagar's latest venture helps mid-market firms build secure, scalable AI strategies. His approach: data first, process second, AI third. "Everyone wants to sprinkle AI on top of broken systems," he says. "But success starts with clean data, clear processes, and cultural alignment." Lessons That Stay With You Culture beats valuation. A good deal isn't just financial, it's philosophical. Prepare for integration early. The best transitions start before Day 1. The deal is emotional, not just transactional. Take time to process. Transparency builds trust. Be honest with your team, your acquirer, and yourself. Data and process come before AI. You can't automate what you don't understand. Leadership is seasonal. Sometimes you build; sometimes you let go. Moments to Remember "We didn't take the highest offer. We wanted the right home for our team." "Integration started before the ink was dry and that made all the difference." "No advisor prepares you for the personal toll of selling your company." "You can't sprinkle AI on broken data and expect magic." "I'm a builder at heart that's where I belong." About Sagar Pandya Sagar Pandya is the Co-Founder & CEO of Spej, an enterprise AI transformation consulting firm helping leadership teams move from AI hype to real execution. He's a former exited founder with a deep background in cybersecurity and operations, focused on making AI practical, usable, and tied to real business results.  About Kevin Bonfield I'm Kevin Bonfield, and this series explores leadership through change, what it means to build, integrate, and lead in a world where technology is moving faster than ever. Each episode dives into the people side of transformation; the trust, values, and humanity that make it all work. concentre.net midmarketedge.com midmarketedge@concentre.net

    37 min
  5. The Intelligent Integration: Setting the Foundation for Value Creation

    JAN 20 · VIDEO

    The Intelligent Integration: Setting the Foundation for Value Creation

    The Intelligent Integration: Setting the Foundation for Value Creation Season 2, Episode 0 — The Integration Series Episode Overview  This episode marks the start of The Intelligent Integration, a new series on The Mid-Market Edge focused on one of the most critical — and misunderstood — drivers of value creation: acquisition integration. Integration is often described as something that starts on Day One. In reality, the most important integration decisions are made well before the deal closes. Decisions about operating models, leadership autonomy, decision rights, and success metrics are already shaping outcomes during diligence — long before teams begin working together. In this Episode 0 conversation, Kevin Bonfield sets the foundation for the series by reframing integration not as a phase, a checklist, or a post-close project, but as a repeatable leadership capability. One that can be built, strengthened, and improved over time — especially in a market where add-on acquisitions now represent the majority of deal volume. Drawing on research from Bain, Harvard Business Review, McKinsey, and PitchBook, Kevin explains why integration has become continuous rather than episodic, why early clarity is a predictor of value realization, and why cultural misalignment most often shows up not as resistance — but as decision confusion. This episode sets the context for the conversations ahead, introducing the themes, tensions, and practical questions leaders must answer if they want integration to accelerate — not erode — value creation. What Kevin Covers in This Episode Integration Starts Before the Close Misalignment during diligence leads directly to friction after close. Choices around autonomy, standardization, and decision-making must be defined with the acquired company — not imposed afterward. Why Integration Is Now Continuous With add-on acquisitions now making up nearly three-quarters of deal volume, integration is no longer a one-time event. It's an ongoing discipline that compounds — for better or worse — with every new deal. Protect Revenue First The most successful integrations avoid a Year-One dip by prioritizing customer continuity. Integration success starts with protecting relationships and revenue before chasing synergies. Integration Is Not Onboarding Integration defines how the combined company operates: how decisions get made how tradeoffs are resolved how priorities shift how accountability works Cultural integration failures don't usually show up as resistance. They show up as hesitation, slowed decisions, and confusion about how to win. Entrepreneurs Don't Sell Their Identity Founders sell their companies — not who they are. The skills that made them successful don't disappear post-close, but they must be integrated thoughtfully into a shared leadership model. Playbooks Build Capability, Not Rigidity Integration playbooks aren't rulebooks. They're capability builders — reducing uncertainty, accelerating decisions, and preventing teams from reinventing solutions under pressure. Measure What Matters Early Integration metrics shouldn't just explain performance after the fact. They should act as early warning systems — highlighting leadership capacity gaps, customer risk, talent disruption, and decision velocity before value leaks out. Key Takeaways Integration is not a phase — it's a capability The most important integration decisions happen pre-close Cultural friction often shows up as decision confusion Revenue protection is the first integration milestone Entrepreneurs need inclusion, not absorption Playbooks create speed without rigidity Measurement should surface risk early, not explain failure later Moments to Remember "Integration doesn't start on Day One — it starts before the deal closes." "Cultural integration failure doesn't show up as resistance. It shows up as confusion." "Integration isn't onboarding. It's how the combined company decides and operates." "Entrepreneurs sell their business — not their identity." "Integration is a capability that can be built and improved over time." About Kevin Bonfield Kevin Bonfield is a strategy advisor and global team builder with more than 20 years of experience helping mid-market companies scale through complexity. As the founder of Concentre, he works with leadership teams to design operating models, integration capabilities, and cultures that protect value and accelerate growth. Through The Mid-Market Edge, Kevin shares practical insights drawn from real operators navigating growth, acquisitions, and transformation. concentre.net midmarketedge.com midmarketedge@concentre.net

    11 min
  6. Kevin Bonfield Unlocking Your Global Edge What Six Leaders Taught Us About Building Teams That Work Everywhere

    12/10/2025

    Kevin Bonfield Unlocking Your Global Edge What Six Leaders Taught Us About Building Teams That Work Everywhere

    Episode Overview   In this wrap-up episode of The Mid-Market Edge, Kevin Bonfield brings together the most important lessons from six conversations with leaders who've spent years — sometimes decades — building and operating global teams.  These leaders didn't speak in theory. Their insights came from lived experience:  launching global hubs before collaboration tools existed  building cross-border cultures in mid-market companies  discovering new talent pools in emerging regions  overcoming cultural differences, capability gaps, and integration challenges  and designing global systems that scale in ways most mid-market teams never thought possible  Kevin distills the themes that came up over and over again — the patterns that shape successful global teams today.  If you're a mid-market operator looking to build global capability fast, this episode is the practical playbook drawn directly from the real leaders who've done it.  Key Themes Kevin Covers in the Episode  1. The Barriers Are Gone — Global Teams Are Now for the Mid-Market  Twenty years ago, only massive corporations could operate globally. Today, the technology, security, and talent access issues that once held mid-market companies back have disappeared.  As Kevin notes:  "This really is an opportunity mid-market companies can take."  2. One Operating System — Not Two Teams  Global teams work when they operate as one system:  one scorecard  one culture  shared rituals  shared expectations  shared SLAs  Kevin highlights examples:  Praxent's high-energy weekly huddle where voices from Argentina and Colombia carry equal weight  Venturity issuing company emails and bringing team members to Dallas for six-week immersions  These moves signal belonging — and belonging drives performance.  3. Start Where the Work Is Repeatable  Chris McKee's advice: begin with something stable, visible, and measurable — like accounts payable.  It lets you test the model, build trust, and prove value before scaling further.  "Pick something small… and expand from there."  4. Build Mobility Into Your Global Structure  The greatest global teams aren't static. They grow talent.  Kevin shares Edward Lim's example:  A financial analyst in the Philippines grew into a client's CFO.  Mobility turns offshore teams into long-term talent engines.  5. It's No Longer About IT and Accounting — The Talent Pool Is Wide  We heard examples of global talent in:  commercial glass estimation  snow-removal command centers  niche finance  engineering  design  customer experience  dev ops  The global edge now touches every function, not just the back office.  6. Cultural Fluency Wins  Charlie Alsmiller's story captures it:  A silent room in South America wasn't disengaged — they were listening deeply. The next day, they brought back a working prototype.  Cultural fluency turns uncertainty into trust.  7. Integration and Security Must Be Designed Upfront  Kevin emphasizes:  secure access  redundancy  collaboration continuity  follow-the-sun workflows  clear SOPs  real SLAs  When these are consistent, global performance follows.  8. Partnership Models Matter  Kevin breaks down the options:  freelancers  employer-of-record partners  recruiters  global talent firms  full outcome-based partnerships  Start with what you need now — evolve as you scale.  9. Design Culture Intentionally  From Tim Hamilton's rituals to Derek Sharp's Denison metrics, culture is a strategic asset — not a byproduct.  Rituals, rhythm, and clarity keep teams connected across borders.  10. Don't Just Chase Cost — Chase Capability  Mark Blaskovich said it plainly:  "Don't do this just to save money."  Cost savings come — but capability is the real prize.  Lessons to Remember  Global is an advantage, not an add-on.  Belonging beats location.  Culture is intentional work — especially across borders.  Follow-the-sun is a customer experience multiplier.  Invest in mobility. Growth creates retention.  The right partner accelerates everything.  Security and structure are non-negotiable.  Capability > Cost.  Global teams expand what's possible, not just what's cheaper.  About Chris McKee  Chris McKee is the Chairman and Founder of Venturity, a Dallas-based accounting outsourcing and advisory firm that supports small to mid-sized businesses. Since 2001,he's grown Venturity into a global organization known for its people-first culture and emphasis on connection, trust, and shared growth.  Venturity: Outsourced Financial Services  About Mark Blaskovich  Mark Blaskovich is the Managing Director of Guidemark Group, where he advises mid-market companies on global operations and technology strategy. His career includes leadership roles with EDS, Wipro, and Mindtree, and he's spent over 25 years helping organizations navigate the intersection of technology, talent, and transformation.  GuideMark Group  About Tim Hamilton  Tim Hamilton is the Founder and CEO of Praxent, a software product engineering firm that helps financial services companies modernize technology and customer experience. Founded in 2000, Praxent now operates across the U.S. and Latin America and is recognized for its people-first, design-led culture. Tim writes and speaks widely on leadership, remote collaboration, and organizational design.  Praxent  About Charlie  Charlie Alsmiller is the founder of APIWORX, an integration software company that connects e-commerce systems and automates back-office operations. Before that, he spent decades with Deloitte, PwC, and several startups, building and leading global teams long before it was the norm.  Ecommerce Integration Made Easy with APIWORX  About Derek Sharp  Derek Sharp is the Chief Client Officer at Denison Consulting, where he helps organizations use data-driven insights to improve culture and performance. He's held senior global roles at EDS, HP, Travelport, and CWT, leading teams across the U.S., Europe, China, and beyond. Derek brings decades of practical experience in building trust and collaboration across borders.  Denison Consulting    About Edward Lim  Edward Lim is the Founder and President of Doxa 7 Solutions, a Philippines-based company transforming the global talent landscape. With operations now spanning Asia and Latin America, Edward and his team help clients build global teams that deliver results and strengthen communities.  About Kevin Bonfield  Kevin Bonfield is a strategy advisor and global team builder with more than 20 years of experience leading distributed organizations across the U.S., Europe, and Asia.  As the founder of Concentre, he helps mid-market companies scale with clarity — designing operating systems, global team structures, and cultures that work anywhere. Through The Mid-Market Edge, Kevin shares practical insights from leaders who are building the future of global work.  concentre.net midmarketedge.com midmarketedge@concentre.com

    29 min
  7. Edward Lim on Building Doxa and Redefining Offshore Work

    11/25/2025

    Edward Lim on Building Doxa and Redefining Offshore Work

    Podcast Title  Edward Lim on Building Doxa and Redefining Offshore Work  Episode Overview  In this episode, I sit down with Edward Lim, founder and president of Doxa 7 Solutions in the Philippines — a company that's reimagining what global talent partnerships can look like.  Edward's story is both entrepreneurial and deeply human. Founded in 2020 at the height of the pandemic, Doxa was built on a simple but powerful idea: that offshore work should give people dignity — not just jobs. Instead of call centers and anonymous contracts, Doxa helps companies extend their own culture, purpose, and trust to team members halfway across the world.  We talk about how that philosophy has reshaped lives, why culture and connection matter as much as capability, and how building global teams the right way creates value on both sides of the world.  What We Talk About  A Different Kind of BPO  Doxa isn't a traditional outsourcing company. As Edward explains, it's an "extension of your office" — helping clients build global teams in accounting, IT, marketing, and more. But what sets them apart is how they treat their team members, or VIPs: "very important people" who are trusted, empowered, and connected to the businesses they support.  Building During the Pandemic  The idea for Doxa was born in 2020, when Edward and his co-founders saw how the traditional BPO model was failing people. Workers were spending four hours commuting daily, bringing their own laptops, and had no real connection to their clients. The solution: a fully remote, people-first model that gave employees back time, stability, and purpose.  Giving Back Time and Dignity  By allowing their team members to work remotely, Doxa gives each person roughly 40 days back every year — time they now spend with their families instead of in traffic. Many have used that time and financial stability to buy homes, send children to college, and reinvest in their communities.  From Worker to Partner  Edward shares how Doxa's approach helps clients and employees grow together. Nearly half of their team members were promoted within their client companies last year, and one even became CFO of a client organization. As Edward puts it, "They're not offshore workers — they're part of a global workforce."  Culture That Connects  Trust, respect, and small gestures make a big difference. Edward describes how understanding cultural nuances — like the Filipino tradition of gift-giving, pasalubong — helps clients build deeper relationships with their global teams. "When you take a genuine interest in their lives," he says, "that's when real loyalty forms."  Expanding Beyond the Philippines  While the Philippines remains Doxa's hub, the company has expanded to Vietnam for IT talent and Colombia for Spanish-speaking and nearshore capabilities. Edward calls it a "global community" — different cultures, shared values, and a unified vision.  The Future: Empowering Entrepreneurs  Next up for Doxa is a franchise model that allows entrepreneurs to build their own Doxa businesses, backed by the company's infrastructure and recruiting engine. It's a bold move — but one that reflects Edward's belief in shared opportunity: "We want to impact more lives. The more we grow, the more communities grow with us."  Lessons That Stay With You  Global success starts with local respect. Trust your teams and treat them as partners.  Culture is connection. Knowing someone's story matters more than knowing their metrics.  Offshore isn't about cost — it's about capability.  Small gestures create big loyalty. A little gift, a genuine check-in, or shared time goes a long way.  Give people back their time — and they'll give you their best.  Moments to Remember  "We wanted to give people dignity in the work they do."  "Working remotely gives our people 40 days back every year — time they spend with family."  "They're not offshore workers. They're part of a global workforce."  "Global teams work best when they feel seen, trusted, and connected."  About Edward Lim  Edward Lim is the Founder and President of Doxa 7 Solutions, a Philippines-based company transforming the global talent landscape. With operations now spanning Asia and Latin America, Edward and his team help clients build global teams that deliver results and strengthen communities.  DOXA Talent About Kevin Bonfield  I'm Kevin Bonfield, and these conversations are about leadership that crosses borders — the kind that builds trust, connection, and culture wherever people work. Each episode is a window into how leaders are rethinking what it means to grow in a global world.  concentre.net midmarketedge.com midmarketedge@concentre.net

    29 min
  8. Derek Sharp on Building Global Teams That Work Anywhere

    11/18/2025

    Derek Sharp on Building Global Teams That Work Anywhere

    Podcast Title  Derek Sharp on Building Global Teams That Work Anywhere  Episode Overview  In this episode, I sit down with Derek Sharp, Chief Client Officer at Denison Consulting and former COO of CWT, to talk about what he's learned from a career spent leading global teams across continents and industries.  Derek's journey runs through some of the world's most complex organizations — from EDS and HP to Travelport, CWT, and now Denison Consulting. Over three decades, he's seen global work evolve from a top-down, headquarters-driven model to a truly integrated network of teams that collaborate, innovate, and build trust across borders.  We talk about how leadership must adapt to that reality — balancing autonomy and alignment, creating cultural fluency, and understanding that success in one market doesn't automatically translate to another.  What We Talk About  From Translation to Collaboration  Derek describes his early years at EDS and HP, when global work often meant "translating the U.S. way of doing business." Over time, he saw that model break down — especially at Travelport, a company born global by design. There, leadership meant learning how Europe, Asia, and the U.S. each saw the world differently, and how to bridge those perspectives instead of exporting one.  Culture as a Competitive Advantage  At CWT, Derek led more than 7,500 people across every region of the world. He shares how the real challenge wasn't just scale — it was creating connection. The best-performing teams were those that respected local differences but worked from shared principles of trust, accountability, and clarity.  What China Taught Him About Growth  Derek recalls building a 2,000-person development center in China — and realizing that finding talent was easy, but finding leadership was hard. Over time, those early employees grew into world-class managers and executives. "We used to send our own people to teach," he says. "Now they're the ones teaching us."  The Shift from Headquarters to Empowerment  One of the biggest lessons: autonomy matters. Teams on the ground have better context and better data — but only if leaders trust them to act on it. Derek shares how giving space for local decision-making led to faster, smarter results.  Relationships Still Win the Day  Whether in China, Europe, or Africa, Derek says the formula for success is the same: relationships before contracts. People want to know you'll be there — not just to sell, but to stay. And that takes time, presence, and humility.  Culture That You Can Measure  Now at Denison Consulting, Derek helps companies understand and improve their culture with data. Their survey and analytics tools turn culture into something measurable — linking it directly to performance. "We can show that when a company moves from the bottom quartile to the top, revenue growth can go from 2% to 20%," he explains.  Lessons That Stay With You  Global leadership isn't about exporting culture — it's about connecting them.  Trust builds faster when you're present. Showing up still matters.  Empowerment beats control. The best global teams own their success.  Culture can be measured — and managed — just like performance.  A high-performing team isn't just talented — it's united.  Moments to Remember  "It used to be about translating the U.S. way of doing business. Now it's about creating a shared way of working."  "A talented jerk is not acceptable — we're in this together."  "Relationships before contracts. Always."  "If you build one team, you'll build one culture — no matter where the people sit."  About Derek Sharp  Derek Sharp is the Chief Client Officer at Denison Consulting, where he helps organizations use data-driven insights to improve culture and performance. He's held senior global roles at EDS, HP, Travelport, and CWT, leading teams across the U.S., Europe, China, and beyond. Derek brings decades of practical experience in building trust and collaboration across borders.  Denison Consulting About Kevin Bonfield  I'm Kevin Bonfield, and this podcast is about leadership in motion — what it takes to build trust, drive performance, and bring people together across cultures, industries, and time zones. Each episode is a real conversation with leaders who've lived it and are still learning from it.  concentre.net midmarketedge.com midmarketedge@concentre.net

    37 min
  9. Charlie Alsmiller on Building Trust Across Borders

    11/10/2025

    Charlie Alsmiller on Building Trust Across Borders

    Podcast Title Charlie Alsmiller on Building Trust Across Borders Episode Overview  In this episode, I sit down with Charlie Alsmiller, founder of APIWORX and a self-described "recovering consultant," to talk about what three decades of global teamwork have taught him — and, by extension, all of us who lead across borders.  Charlie's story takes us from his early days at Deloitte, experimenting with offshore teams before it was common, to leading a distributed workforce today that spans four continents. Along the way, he's learned that success in global collaboration isn't just about cost or talent — it's about trust, culture, and the thousand little things that make people work well together.  What We Talk About  The Early Days of Global Teams  Charlie shares how his first offshore experience in the 1990s shaped his now-famous framework: Cost, Productivity, and Overhead. It started as a math problem — and became a lifelong lesson in how people and performance connect.  Culture is the Work  From the hierarchical norms of the Philippines to the direct style of Argentina and the quiet formality of the UK, Charlie has learned that how people work is often more important than what they do. The stories — including one involving a British managing director and a poorly timed pep talk — are equal parts humbling and hilarious.  Trust Over Contracts  Charlie puts it simply: "I've figured out a thousand ways to break a contract, but I've never figured out how to break a handshake." It's a lesson in how business still runs on relationships, especially when teams span time zones and cultures.  The Shifting Tides of Globalization  We talk about what's changing — the rise of deglobalization, cost parity between local and offshore talent, and how geopolitics now plays a real role in workforce planning. Charlie's take: the math still matters, but the mindset is what really determines success.  Culture, Connection, and Leadership  Charlie's team uses EOS principles like Level 10 meetings to stay connected across countries. For him, it's about more than updates — it's a way to build belonging and dissolve barriers. The goal: a team that feels local, no matter where they sit.  Moments to Remember  "Culture isn't a problem you solve — it's a relationship you manage."  "Global only works when trust does."  "I know a thousand ways to break a contract, but not one to break a handshake."  "Cost, productivity, and overhead — they still drive the equation, but people make it work."  About Charlie  Charlie Alsmiller is the founder of APIWORX, an integration software company that connects e-commerce systems and automates back-office operations. Before that, he spent decades with Deloitte, PwC, and several startups, building and leading global teams long before it was the norm.  Ecommerce Integration Made Easy with APIWORX About Kevin  I'm Kevin Bonfield, and this series is about leadership in practice — the kind that happens in the real world, with real people, across borders, time zones, and differences. Every episode is an invitation to learn from someone who's been there — and to find lessons we can all use, wherever we lead.  concentre.net  midmarketedge.com  midmarketedge@concentre.net

    39 min
  10. Tim Hamilton on Building Global Teams and Cultures That Last

    11/03/2025

    Tim Hamilton on Building Global Teams and Cultures That Last

    Podcast Title  Tim Hamilton on Building Global Teams and Cultures That Last  Episode Overview  In this episode, I sit down with Tim Hamilton, Founder and CEO of Praxent, to talk about what it takes to build a global company that still feels connected, creative, and alive.  Tim started Praxent 24 years ago — as a 16-year-old coding websites out of his bedroom — and has since grown it into a U.S. and nearshore software engineering firm serving financial services clients. But what's most striking isn't the growth; it's how he's built a company that runs on ritual, creativity, and trust, not mandates or proximity.  We talk about how he's learned to lead distributed teams, create culture through intention and design, and why every great company — remote or not — needs to create what he calls "a game worth playing."  What We Talk About  Starting Early and Dreaming Big  Tim shares how an unpaid internship at 16 shaped the rest of his life. That summer gave him clarity — not just on what he wanted to do, but how he wanted to work: surrounded by creative people solving interesting problems together. It was the spark that became Praxent.  Design as DNA  From the beginning, Tim's vision for Praxent has been clear — combine great design, strong engineering, and an exceptional client journey. That mix still drives the company today, and it's what's allowed them to grow from small projects in Austin to large-scale fintech modernization for global clients.  Rituals That Build Culture  When Praxent went remote, Tim realized he couldn't mandate connection — he had to inspire it. So the company created rituals like their weekly "Huddle," a 30-minute gathering that's been running since 2009. It's part stand-up, part celebration — a space filled with energy, music, laughter, and shared wins.  From Mandates to Motivation  Tim believes that great cultures are designed intentionally. Shared office space is just one ingredient — but leaders also have tools like rhythms, inside jokes, rituals, awards, and social norms. "We're missing that part of the conversation," he says. "We have many tools in the toolbox beyond just the office."  Designing the Employee Journey  At Praxent, every experience — from onboarding to promotion — is designed. Using design thinking, Tim's team maps each stage of the employee journey and ensures every person, whether in Austin or Argentina, has the same access to opportunity, feedback, and growth.  Building Global, Staying Connected  Praxent's team now spans the U.S. and Latin America, with hubs in Mexico, Costa Rica, and Argentina. Tim shares how they've built this network deliberately — not chasing cost savings, but seeking time zone alignment and cultural fit. "We were always mindful of the gap," he says, "and we wanted parity in experience across every geography."  The Progress Principle  One of the company's guiding ideas comes from The Progress Principle — the notion that people stay motivated when they feel they're making progress. Praxent has built systems around this, from recognition programs and merit badges to transparent promotion paths, creating what Tim calls "a game worth playing."  Mistakes, Judgment, and Safety  Tim also talks about creating psychological safety — giving people permission to make mistakes and learn judgment the hard way. "Good judgment comes from experience," he says, "but experience comes from bad judgment." For him, the key is having a "budget for mistakes" and using coaching, not punishment, to grow people into leaders.  AI and the Future of Feedback  Tim sees a future where AI can turn the "digital exhaust" of meetings and messages into helpful, real-time coaching. Instead of quarterly reviews, leaders can use this data to provide high-frequency, human feedback — closing the gap between learning and doing.  Lessons That Stay With You  You can't mandate culture — you have to inspire it.  Rituals create connection. Every team needs its own rhythm.  Global parity matters. Culture must reach across geographies.  Progress keeps people engaged. Everyone needs to feel they're advancing.  Psychological safety unlocks judgment. Mistakes are the price of growth.  AI will enhance feedback — but humanity must lead it.  Moments to Remember  "I can't mandate you to come to the office, but I can inspire you."  "We're missing the conversation about all the other tools leaders have — rituals, rhythms, norms, and shared jokes."  "You have to create a game worth playing — one where people can see their progress."  "Good judgment comes from experience, but experience comes from bad judgment."  "We've got to have a budget for mistakes."  About Tim Hamilton  Tim Hamilton is the Founder and CEO of Praxent, a software product engineering firm that helps financial services companies modernize technology and customer experience. Founded in 2000, Praxent now operates across the U.S. and Latin America and is recognized for its people-first, design-led culture. Tim writes and speaks widely on leadership, remote collaboration, and organizational design.  Praxent About Kevin Bonfield  I'm Kevin Bonfield, and this series explores leadership in motion — how people build trust, creativity, and culture across borders and through change. These conversations are about learning from real leaders who've built the kind of organizations we all want to be part of.  concentre.net midmarketedge.com midmarketedge@concentre.net

    39 min
  11. Mark Blaskovich on Building Smarter Global Teams in the Age of AI

    10/27/2025

    Mark Blaskovich on Building Smarter Global Teams in the Age of AI

    Mark Blaskovich on Building Smarter Global Teams in the Age of AI  Episode Overview  In this conversation, I sit down with Mark Blaskovich, Managing Director of Guidemark Group, to talk about how global teams have evolved — from the early days of offshoring to the AI-driven world we're living in now.  Mark's career spans companies like EDS, Wipro, and Mindtree, and he's spent decades helping organizations build and manage teams across continents. We talk about what's changed, what hasn't, and what leaders should think about today if they're building a global capability for the first time.  The conversation moves between technology, trust, and culture — and even into how AI is reshaping the logic of global work. It's a reflective look at how far we've come, and what it still takes to make global collaboration work in real life.  What We Talk About  From Outsourcing to Integration  Mark remembers when "offshoring" was reserved for large corporations — and mostly for specific functions like call centers or help desks. Today, the game has changed. Mid-market firms can access global talent in ways that were unthinkable two decades ago. But with that access comes complexity — and a new need for strategic intent.  Technology Levels the Field  Tools like GitHub, JIRA, and Confluence have flattened the world of work. Distributed teams can now jump into projects seamlessly, without needing the old "onboarding bootcamps." As Mark puts it, "No one's in the same room anymore — so why not have someone in Mexico, Denmark, or India?"  Culture and Connection Still Matter  Even with better tools, culture remains central. Mark shares stories of working with teams in India and how understanding context — from family dynamics to how people commute — can make or break trust. "It's not just about knowing their work," he says, "it's about knowing their world."  Choosing Where and How to Build  Picking a global location isn't just about cost. Industry, time zones, and existing company presence all play a role. Mark points out that sometimes the best move isn't to start fresh, but to build where your company already has roots. "Leverage what's already in place," he advises.  AI and the Future of Global Teams  The conversation takes a turn into AI — how it parallels the offshoring journey. Both require structure, process, and clean data to work well. And both raise the same question: what stays human, and what can we automate? Mark's take is pragmatic: AI won't replace people — it'll help them work smarter across borders.  What Leaders Should Know  Mark's advice to anyone building a global team:  Don't do it just for cost savings. Think strategically.  Find partners. Don't try to learn everything the hard way.  Be clear about your "why." Are you building for efficiency, capability, or cycle time?  Lessons That Stick  Cost isn't strategy. Global only works when it's tied to a bigger purpose.  Partnerships multiply learning. Don't go it alone.  Culture builds trust. The tech makes it possible; the people make it work.  AI and global teams share the same truth: structure and clarity drive success.  Moments to Remember  "No one's in the same room anymore — so why not have someone in Mexico or Denmark?"  "Culture isn't an add-on; it's how you earn trust."  "Don't do this just to save money — do it because it makes you better."  "AI won't replace people; it'll help them work smarter across borders."  About Mark Blaskovich  Mark Blaskovich is the Managing Director of Guidemark Group, where he advises mid-market companies on global operations and technology strategy. His career includes leadership roles with EDS, Wipro, and Mindtree, and he's spent over 25 years helping organizations navigate the intersection of technology, talent, and transformation.  GuideMark Group About Kevin Bonfield  I'm Kevin Bonfield, and these conversations are about what leadership looks like in the real world — where technology, people, and culture all meet. I talk with leaders who've built across borders, learned the hard way, and are still curious about what's next.  concentre.net midmarketedge.com midmarketedge@concentre.net

    36 min
  12. How Chris McKee Built One Connected Global Team

    10/20/2025

    How Chris McKee Built One Connected Global Team

    Episode Overview In this conversation, I sit down with Chris McKee, former CEO and now Chairman of Venturity, to explore how one accounting firm quietly transformed the way it thinks about global teams. What started as a small Dallas-based company solving a talent shortage turned into something far more powerful: a culture that bridges continents. Over the years, Chris and his team have gone from outsourcing tasks to building shared ownership — where every team member, no matter where they sit, feels part of the same mission. This episode is about leadership in its most human form — being curious, patient, and intentional about how people connect across borders. What We Talk About Starting with a Simple Problem In 2006, Chris needed help with transaction processing and found a partner in India. It wasn't a grand strategy — it was a practical solution to a hiring challenge. But that small step sparked a long journey toward creating a truly global team. The Turning Point For years, Venturity's offshore team worked behind the scenes. Then something shifted. Chris realized that treating people as "resources" limited everyone's potential. When they began giving those team members Venturity email addresses, introducing them into org charts, and tying their success to U.S. teammates, everything changed — performance, loyalty, and culture. Making Global Feel Personal The company began bringing its Indian team members to Dallas for six- to eight-week visits. For many, it was their first trip outside their hometown — and it transformed how they saw their work. Those visits built understanding and trust that couldn't happen over email or Zoom. As Chris put it, "They came back advocates — not just for the company, but for the culture." Values That Cross Borders Venturity doesn't call its core beliefs "values." It calls them passions — because, as Chris says, "Passions move values from the head to the heart." Those passions now guide hiring and onboarding across every location, ensuring culture isn't something that stops at the U.S. border. Growing Beyond One Country As the company scaled, Chris and his team asked a hard question: what happens if all our global work sits in one place? The answer led them to expand into the Philippines and Mexico, both to reduce risk and to learn from new ways of working. Every new region brought new lessons — and made the company stronger. Patience and Perspective Chris admits that, looking back, he'd integrate sooner and lead with culture from day one. His biggest advice to other leaders? Be patient. Building a global team isn't a transaction — it's a relationship that matures over time. Lessons That Stay With You Culture is built, not shipped. You can't outsource belonging — you have to create it. Integration starts with mindset. Treat global partners as teammates, not tasks. Trust travels best in person. Shared experiences create understanding faster than any tool. Lead with patience. Long-term relationships pay back in loyalty and performance. Moments to Remember "At first, they were back of house. Now they're part of who we are." "Passions move values from the head to the heart." "They'll slay dragons for you when they know they're part of something bigger." "Global only works if you see people — not processes." About Chris McKee Chris McKee is the Chairman and Founder of Venturity, a Dallas-based accounting outsourcing and advisory firm that supports small to mid-sized businesses. Since 2001,he's grown Venturity into a global organization known for its people-first culture and emphasis on connection, trust, and shared growth. Venturity: Outsourced Financial Services About Kevin Bonfield I'm Kevin Bonfield, and this series explores leadership in practice — what it really takes to bring people together, especially when they're separated by oceans and time zones. Each conversation is a chance to learn from leaders who've done it, stumbled, adapted, and kept going. Working With Concentre - Concentre Contact Us: midmarketedge@concentre.net

    35 min

Ratings & Reviews

5
out of 5
5 Ratings

About

Welcome to The Mid-Market Edge, the go-to podcast for private equity CEOs, COOs, and operating partners who want to sharpen their competitive and operational edge. We dive into focused series on key operational topics - like building global teams - to give you insights from those who've been there and done it. Each episode is packed with practical insights from leaders who've been in the trenches - no theory, just real-world experience to help you deliver results faster. Dive in, so you can build your Mid-Market Edge.