Second Bite Podcast

Todd Taskey
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Oct 27, 2022 • 37min

Combining Internal Operating Partners at "Inflection Points" Creates Long Term Value

Glenn Oken is the Managing Director at Mangrove Equity Partners, a lower-middle market private equity fund. He specializes in originating deal opportunities and quantifying acquisition candidates. Before co-founding Mangrove, Glenn was a Tenured Partner at Florida Capital Partners (FCP). Between Mangrove and FCP, he has helped build two of the most experienced and successful private equity funds of their kind in the nation. In this episode… When evaluating a company for acquisition, what is the most essential criteria? How can you ensure a valuable transaction for all parties? Glenn Oken, Managing Partner at Mangrove Equity Partners, discusses creating and sustaining value through operational partnerships. With host Todd Taskey, Glenn shares how entrepreneurs can assess business inflection points to sustain value, the common risks in entrepreneurial businesses, and the fundamental qualities he looks for in his ideal partnerships.
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Sep 22, 2022 • 39min

The Seven Year Serial Entrepreneur

Jerad Speigel is the Chief Strategy and Corporate Development Officer at Groundswell, an IT consultancy helping federal agencies solve their most complex challenges. In his role, he is responsible for evaluating marketing trends and identifying critical areas for investment. Before joining Groundswell, Jerad was the Founder and CEO of Phase One, which was purchased by Accenture in 2017. In this episode… Are you considering selling your business? What should you assess before making an offer, and how can you navigate the process? Chief Strategy and Corporate Development Officer Jerad Speigel talks about how to sell and exit a company. With host Todd Taskey, Jerad explains how to know when to sell a company, the importance of assisting with the integration process, and how to navigate a business transaction.
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Sep 8, 2022 • 40min

Data & Data = Client ROI (And Super Profitable Agency)

Moses Foster is the CEO and Founder of West Cary Group, a full-service advertising agency that focuses on performance-based marketing and communications. He also serves on the Executive Advisory Councils for the University of Richmond Robins School of Business, the Board of Trustees for HCA Chippenham/Johnston-Willis Hospitals, and the Greater Richmond Chamber of Commerce. Before founding West Cary Group, Moses was the Senior Director of Creative Development at Capital One. In this episode… Are you trying to take your business further and expand your reach? What strategies can you leverage to double your growth and provide genuine value to your customers? 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.
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Aug 4, 2022 • 38min

Understanding How Debt Enhances PE Investment Returns

Bill Dyer is the Managing Partner at Boathouse Capital, a debt and equity firm making minority and majority investments in middle market companies across the US. He is a private equity executive with over 25 years of experience, specializing in mezzanine debt and equity investments. Before Boathouse Capital, Bill was a Principal at American Capital and the Director of Business Development at MSDSonline. In this episode… Are you looking to acquire capital to fund your business? How can you determine which investment strategy is right for you? 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.
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Jul 28, 2022 • 44min

Understanding the Hierarchy of Private Equity & the Process Behind Repeated Investment Success

Brian Schmidt is a Vice President at Court Square Capital Partners, a middle market private equity fund. In his role, Brian is responsible for deal sourcing, growing existing investments, and overseeing the development and implementation of growth strategy. He serves as a board member for Power Digital, Connatix, and Health Union and is a Dynata board observer. In this episode… Are you considering acquiring an equity partnership? These negotiations are a great way to scale your business to the next level. So how do you structure these investment partnerships? 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.
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Jul 21, 2022 • 47min

Creating Customer & Agency Value - A HubSpot Perspective

Barrett King is the Sales Manager at HubSpot, a customer relationship management (CRM) platform that helps agencies generate recurring revenue. He has a diverse range of business and technology experience with skills in a variety of disciplines, including sales, marketing, and team leadership. Throughout his career, Barrett has been trained in the Sandler Sales Methodology and spent time in both inbound and outbound sales organizations. In this episode… Are you trying to increase your revenue? How can you provide your customers with valuable services to build, grow, and scale your agency? 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.
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Jul 14, 2022 • 40min

How To Become an Overnight Success in 20 Years

Peter J. Stavisky is CEO and Founder of Barrington Media Group, the leading performance-based radio media company in the United States. Peter is also the former President of Talk America, the single fastest-growing direct response marketing company ever formed, where he managed a staff of over 750 people and $100 million in annual revenues. In this episode… What is the best strategy for making an acquisition? How can you make the acquisition process easier?. 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.
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Jul 7, 2022 • 34min

Lower Middle Market M&A in the Second Half of 2022

Todd Taskey is an investment banker and M&A Advisor at Potomac Business Capital, a company focused on helping businesses with company evolution, exit planning, and M&A investing. Before joining Potomac, Todd was the Principal (Certified Financial Planner) at Solutions Planning Group, Inc. Todd is an Angel Investor for many companies including Zoomph, StreetShares, and LiveSafe. In this episode… Are you considering selling your business for more growth opportunities? How can you ensure that your acquisition is profitable? 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.
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Jun 16, 2022 • 41min

Lessons Learned From Underperforming Acquisitions

Jim Price is the Chief Executive Officer of Empower, an independent creative media agency. Jim is a media visionary and engineer of trust, spearheading the media industry's first fully transparent programmatic buying solution, ClearTrade. He serves as a Board Member for the Cincinnati Youth Collaborative, ArtsWave, the Cincinnati USA Regional Chamber Board, and more. In this episode… Are you scared of adding a failed acquisition to your roster? How can you maximize your chance of success with your partnerships and deal structures? 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.
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May 26, 2022 • 46min

Exchanging a Retiring Partner for Private Equity To Fuel Growth Plans

Matt Sunshine is the Managing Partner of The Center for Sales Strategy, a sales performance consulting company helping B2B organizations attract, retain, and develop the highest performing salespeople. Matt developed and launched the company's inbound marketing division, LeadG2, which helps businesses establish thought leadership and lower lead costs. He's also a writer, speaker, and moderator who offers lead generation, inbound marketing, and sales processes expertise. In this episode… What goes into private equity transactions? How can you prepare for the transaction process and ensure future growth? 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.

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