HoldCo Builders

PrivatEquityGuy
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HoldCo Builders

The HoldCo Builders Podcast with PrivatEquityGuy is a place where you can find meaningful conversations about holding companies, entrepreneurship, small businesses, investing, and more. Be sure to follow the podcast, so you never miss an episode! 🐦 Follow Mikk Markus / PrivatEquityGuy on Twitter: https://x.com/PrivatEquityGuy

  1. How I Built a 7-Figure Swim School HoldCo With 30-35% Margins | Josh Scott Interview

    -3 ДН.

    How I Built a 7-Figure Swim School HoldCo With 30-35% Margins | Josh Scott Interview

    Forget HVAC and trade businesses… Private equity comes after your kids swim schools… Meet Josh Scott (with wife Annie): 5 locations 7 figures in revenue (30-35% margins) Spends a lot of time with family and children. Again, the riches (both time and $$$) are in niches. We discussed: - Raising prices and selling it to private equity (which they choose not to do now). - Buying more and more swimming pools (property) - Why aren't $1mm+ EBITDA deals coming to market? - The cost of building swimming pools - Why is selling pool fences going to be a very big business? - A 33% IRR and spending time with the kids Here is my conversation with Josh Scott, co-founder of SwimSRQ and Swim Academy. Show notes: 00:00:00 - Intro 00:00:18 - Being more interested in business than just coaching 00:02:26 - Chasing a $300,000 salary vs becoming an entrepreneur 00:04:56 - Started in summer 2018; "A year later, we knew we had something..." 00:09:01 - Learning business 00:11:36 - Growth in number and decision to buy the first property 00:14:28 - Revenue streams 00:22:47 - Buying more and more swimming pools (real estate) 00:26:23 - The future is about following a boutique model (add gymnastics and ninja model) 00:30:05 - Swimming schools and private equity 00:43:17 - Competition of talent and coaches 00:44:20 - Opportunity in NYC (lots of people, no water) 00:47:03 - Technology and automation in the swimming business 00:52:31 - Expanding into the pool fence industry Follow Mikk/PrivatEquityGuy on Twitter: https://x.com/PrivatEquityGuy⁠⁠⁠ Josh on Twitter: ⁠⁠⁠https://x.com/swimschoolJosh This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

    1 ч.
  2. How I'm Building a $15M EBITDA B2B Micro-SaaS Holdco | Kjael Skaalerud Interview

    12 НОЯБ.

    How I'm Building a $15M EBITDA B2B Micro-SaaS Holdco | Kjael Skaalerud Interview

    “Selling B2B SaaS is great, but owning assets is better - that's why I went and built Skaling Ventures on my own.” A portfolio of profitable niche vertical B2B SaaS businesses: $1-3M with some ARR growth (~10%); logo retention greater than 95%; limited go-to-market (GTM) knowledge/investment; fragmented competition; and technical founders. We discussed how he found the best deal among the 300 deals he looked at. How he structures deals and what his game plan is 90 days after the acquisition. How 75% of private equity buyouts are add-ons – and how he does the same. And much more. I hope you enjoy listening as much as I enjoyed chatting with Kjael Skaalerud of Skaling Ventures. Show notes: 00:00:00 - Intro 00:00:19 - Life as a B2B Saas salesman (strategy: go-to-market) 00:04:31 - Selling software to fund managers 00:09:30 - SaaS, Venture capital - The importance of game selection 00:16:25 - Where was Kjael financially before acquiring the 1st company 00:18:20 - Details on first acquisition 00:23:15 - Structure of the first transaction and Skaling Ventures Holdco 00:25:30 - Lessons learned after the first 18 months as a holdco builder 00:32:45 - First 90 days after acquisition 00:40:53 - Buying and building a business - has it been more painful/harder than he thought 00:42:15 - 75% of PE buyouts are add-ons – “we do the same” 00:47:40 - 5-year holding and reinvestment for growth 00:49:52 - Acquisition number two (under LOI) 00:53:41 - Ways to get better at what you do and build Follow Mikk/PrivatEquityGuy on Twitter: https://x.com/PrivatEquityGuy⁠⁠⁠ Kjael on Twitter: ⁠⁠⁠https://x.com/skaalywag Kjael's Substack: https://skalingventures.substack.com/  This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

    1 ч. 1 мин.
  3. This Grocery Store HoldCo Opened 32 New Stores in 90 Days | Research Episode on Tomasz Biernacki of Dino Polska

    7 НОЯБ.

    This Grocery Store HoldCo Opened 32 New Stores in 90 Days | Research Episode on Tomasz Biernacki of Dino Polska

    This gentleman and his grocery store holdco opened 32 new stores in 90 days. Tomasz Biernacki - a true capital allocator has cracked the code on how to compound his wealth (at a staggering rate!) His grocery holding company has invested 96% of its earnings for the past 10 years. He opened 167 new stores in Q1-Q3 in 2024. Every store he opens returns 20-30% on invested capital… All while net debt to EBITDA sitting at a conservative 1.1x Wild! There must be something special about Tomasz. I got curious so I spent almost 6 hours reading about him (best 6 hours I've spent in a long time). I hope you enjoy this 27-minute episode of the HoldCo Builders research edition I did on Tomasz Biernacki of Dino Polska. Show notes: 00:00:00 - Intro 00:03:51 - Grocery store holding company 00:06:54 - Extreme discipline on net debt 00:09.01 - Real estate ownership 00:13:41 - Focus on small towns with a population of 30,000 00:18:11 - Own production of your highest margin products 00:19:22 - No money spent on ads and marketing 00:21:46 - Offer a simple product to simple small town people 00:25:34 - Reinvesting earnings rather than paying dividends 👉 Follow host Mikk Markus on Twitter: https://x.com/PrivatEquityGuy This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

    28 мин.
  4. How I Left Goldman Sachs and Turned $25k Into an $11M Live Lobster Business | Alex Schultz Interview

    5 НОЯБ.

    How I Left Goldman Sachs and Turned $25k Into an $11M Live Lobster Business | Alex Schultz Interview

    Not too many folks are willing to quit their job at Goldman Sachs to start a holding company. It gets even better... He even decided to move from the US to Hong Kong. That’s the story of Alex Schultz who grew a live lobster business to $11m a year; growing 20-30% per year. - Convincing the Hong Kong government to grant him a Visa to build a business - Printing out Google Maps to find the first suppliers (IT WORKED!!) - Bootstrapped business, today selling $11m worth of live lobster per year in Hong Kong My conversation with Alex Schultz of Turnbury Group Enjoy. Show notes: 00:00:00 - Intro 00:00:24 - Early days after Goldman Sachs 00:02:22 - Finding the right company 00:07:37 - Moving to Hong Kong and not knowing anyone 00:14:31 - The story of founders who lived in China for $1 a day 00:17:40 - Printing out Google Maps to find suppliers 00:22:00 - Initial investment $25,000 00:31:55 - The first 12 months and all challenges 00:37:34 - Cash flow is what keeps you in or out of business 00:44:50 - Building relationships with 2nd and 3rd generation business owners in Hong Kong 00:49:50 - Stay in Hong Kong or go back to the US? Follow Mikk/PrivatEquityGuy on Twitter: ⁠⁠⁠https://x.com/PrivatEquityGuy⁠⁠⁠ Alex on Twitter: ⁠⁠⁠https://x.com/mrturnbury This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

    59 мин.
  5. How To Buy 5 Businesses and Build a $60m Holdco (No Investors) | Dan Tamkin Interview

    28 ОКТ.

    How To Buy 5 Businesses and Build a $60m Holdco (No Investors) | Dan Tamkin Interview

    Meet Dan Tamkin, co-founder of Resurgent Capital Partners: - Portfolio of 4 companies in different industries - $60M in revenue - $8M EBITDA - No LPs - Happy, excited about life, spends tons of time teaching kids to play hockey This is a must listen for someone who’s extremely good at growing and building a single company but feels that they aren’t happiest and need more moving parts on their life: “When I started to understand who I am – I get really bored if I do one thing for over 3 years. After realizing that about myself, my dream has always been owning four businesses because I thought it would keep me curious and interested – and it has! I’m the happiest right now.” I hope you enjoy listening as much as I enjoyed talking to Dan Tamkin from Resurgent Capital Partners. Show notes: 00:00:00 - Intro 00:00:40 - Rejected by PE and “You have to start somewhere” 00:04:45 - Lessons for growing businesses from losing money to break even in 30 days 00:08:45 - I get really bored if I focus on one company only 00:13:12 - The structure of the first deal which took almost 24 months 00:20:41 - Post acquisition 00:24:34 - How to incentivize CEOs 00:33:58 - Organic growth vs. through M&A 00:42:50 - How they find the best deals and people to run portfolio businesses 00:52:59 - No PE firm wanted him, so he wasted a few years of his life trying to get a permission to succeed 01:00:30 - Taking LPs money in the future (maybe...) Follow Mikk/PrivatEquityGuy on Twitter: ⁠⁠⁠https://x.com/PrivatEquityGuy⁠⁠⁠ Dan on Twitter: ⁠⁠⁠https://x.com/Dan_Tamkin This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

    1 ч. 8 мин.
  6. Letter To My Friend Who May Start a New Investment Firm | Graham Duncan research

    22 ОКТ.

    Letter To My Friend Who May Start a New Investment Firm | Graham Duncan research

    Graham Duncan from East Rock Capital is so generous that wrote a letter to his friend who was considering starting an investment company. Why listen to Graham: - Started his fund at 31 years old - Today $2B in aum - Manages the capital of five families "Letter to a friend who may start a new investment platform" Show notes: 00:00:00 - Intro 00:04:50 - Everything is uncertain, are you okay with it? 00:06:41 - Building a fund can even lead to divorce as risks compound 00:08:12 - Life is too short to be paralyzed by the threat of a mixed reference. 00:12:48 - Make sure the older members of the team are capable of truly believing in you 00:19:14 - A concept of “going into the cave” — spending time alone for several weeks with a blank sheet of paper 00:23:48 - Make sure to call me: my partners and I would love to provide the “gas” Follow Mikk/PrivatEquityGuy on Twitter: ⁠⁠⁠https://x.com/PrivatEquityGuy⁠⁠⁠ Graham on Twitter: ⁠⁠⁠https://x.com/GrahamDuncanNYC This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

    29 мин.
  7. How I Built and Sold a $31m Financial Media HoldCo | James Camp Interview

    14 ОКТ.

    How I Built and Sold a $31m Financial Media HoldCo | James Camp Interview

    James started and built a financial media holdco to the point where it was acquired for $31 million. He did it in 5 short years… We discuss: - Founding HoldCo with the most financially creative person he knew – a former commodities trader - Organic growth vs growth through mergers and acquisitions - Looking for stable year-over-year growth opportunities. “I’m not the dude who wants to do turnarounds” - The importance of distribution and surfing the right wave - The best deals have always been off-market - How to win deals over the guys who take potential sellers to Lakers games - Sales and marketing lessons from friends who run $100 mm business - Why he's betting heavily on social: Short and long-form content - Why and how ego holds too many entrepreneurs back My conversation with James Camp, co-founder of DMO Holdings. Enjoy. Show notes: 00:00:00 - Intro 00:00:44 - Life before DMO Holdings 00:06:10 - Launch and growth of DMO Holdings 00:15:35 - Finding the best talent through your network and community 00:28:35 - The importance of distribution and surfing the right wave 00:33:28 - Buy and build success tory: Growing a company 6x in 11 months 00:41:03 - Looking for $2-5mm EBITDA businesses 00:55:55 - Ego holds so many entrepreneurs back 01:03:30 - Attracting the right LPs Follow Mikk/PrivatEquityGuy on Twitter: ⁠⁠⁠https://x.com/PrivatEquityGuy⁠⁠⁠ James on Twitter: ⁠⁠⁠https://x.com/JamesonCamp This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

    1 ч. 10 мин.
  8. How I Bought 8 Companies and Built a $200M HoldCo (100% Bootstrapped)

    6 ОКТ.

    How I Bought 8 Companies and Built a $200M HoldCo (100% Bootstrapped)

    Organic growth is great, but if you want to grow through M&A while beating almost every private equity firm in deal competition. Learn from Jesse. He became so good at it that he built the company to $200mm - 8 acquisitions and counting - 100% bootstrapped - Being 35 years old; hungrier than ever A couple of notes: 1. I am a forced entrepreneur, I dropped out of school and then I couldn't find a job so I was forced to start my first company Job Mobz 2. Entrepreneurs give up too quickly; had I sold too early I would never have built a $200M company 3. Recruiting companies must transform into SaaS companies or they will be replaced 4. We've helped build teams for Coinbase, 23andME, Stellar, and Scale AI when they were very small companies 5. The way you get big WHALE-like clients: figure out what their problem is. Then do an insane amount of research and sort it out for them. No one does this and you can stand out very easily 6. Being in one industry for 10+ years gives you insane “market knowledge” that allows you to acquire companies many times cheaper than newer competitors and private equity firms that “know” less about the industry. 7. Having a huge pipeline just because of a great reputation in space – the niche focus has been incredibly beneficial 8. You can make your business 2x as valuable by reviewing your contracts and making sure you're pricing correctly 9. You can't just work 40 hours a week and win. I hope you enjoy listening as much as I enjoyed talking to Jesse Tinsley from Recruiter.com Show notes: 00:00:00 - Intro 00:00:29 - Being a firefighter and the early days of starting a business 00:04:31 - Being a part-time entrepreneur for the first 4 years 00:05:58 - Moving away from the traditional recruiting business model to recurring annual contracts 00:09:34 - How he managed to get Coinbase, 23andMe, Scale AI as clients 00:13:37 - Being frugal allowed to acquire 8 companies 00:17:00 - Having the “market knowledge” allows you to acquire companies many times cheaper than your competitors simply because they know less 00:19:00 - Deal structure 00:23:20 - Turning 3x multiples to 30x EBITDA multiplies 00:31:00 - Post-acquisition 00:35:39 - How to make your company 2x more valuable: review and fix your pricing contracts 00:43:19 - The benefits of focusing on one specific industry 00:48:32 - The cyclical market provides an additional opportunity 00:51:53 - Focusing on recruiting and recruiting only 00:54:48 - Continuing to build a business instead of saying yes to a life-changing amount of cash 00:59:27 - Is Jesse easy or hard to work with 01:01:47 - How to run a $200 million company? Schedule wise Follow Mikk/PrivatEquityGuy on Twitter: ⁠⁠⁠https://x.com/PrivatEquityGuy⁠⁠⁠ Jesse on Twitter: ⁠⁠⁠https://x.com/JesseTinsley This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

    1 ч. 8 мин.
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The HoldCo Builders Podcast with PrivatEquityGuy is a place where you can find meaningful conversations about holding companies, entrepreneurship, small businesses, investing, and more. Be sure to follow the podcast, so you never miss an episode! 🐦 Follow Mikk Markus / PrivatEquityGuy on Twitter: https://x.com/PrivatEquityGuy

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  • Автор
    PrivatEquityGuy
  • Годы выхода
    2023 - 2024
  • Выпуски
    55

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