Private Equity Profits

Seth Greene

The Private Equity Profit podcast is hosted by Cliff Locks, founder and president of Investment Capital Growth, a strategy, and operations management consulting firm, and Seth Greene, CEO at Market Domination LLC, Best Selling author and serial entrepreneur. Cliff and Seth interview experts in the financial sector, focusing on private equity and real estate funds, discussing developments and trends shaping the industry. read less
BusinessBusiness

Episodes

Ep69: Scaling Fast and Smart by using Brilliant Advisors and Coaches
Mar 22 2023
Ep69: Scaling Fast and Smart by using Brilliant Advisors and Coaches
Private Equity Profit Podcast with Cliff Locks Episode 069 Scaling Fast and Smart by using Brilliant Advisors and Coaches Eric Estevez   Eric Estevez graduated from the University of Miami with a degree in International Finance and Marketing and was a 14-year leadership veteran for two Fortune 50 companies (Target and Walmart). While there, he started exploring entrepreneurial opportunities. He wrote a children's book, flipped mobile apps, and then started investing in real estate, which led him to leave his corporate job and start a mortgage lending branch with his father. Listen to this inspiring Private Equity Profit episode with Eric Estevez about scaling your business.   Here are some of the beneficial topics covered on this week’s show: Eric discusses the importance of leadership and having the right team in order to successfully scale. Always be learning! Eric explains to Cliff that continuing education and training is a fundamental characteristic in being successful in the industry. Be accountable to your daily activities; that can be difficult when you are your own boss.     Connect with Eric: ●     Tiktok - https://www.tiktok.com/@ericthelender ●     Facebook - https://www.facebook.com/EricEstevez1652378/ ●     Instagram - https://www.instagram.com/ericestevez/ ●     LinkedIn - https://www.linkedin.com/in/eric-estevez-133b1946/ ●     Website: https://www.ericestevezthelender.com/   Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/      Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep65: Boosting Trust by Navigating Cybersecurity & Privacy in the Digital Age
Feb 22 2023
Ep65: Boosting Trust by Navigating Cybersecurity & Privacy in the Digital Age
Justin's corporate practice consists of representing domestic and international businesses and business owners in all aspects of their growth cycles, from structuring new ventures, raising capital, deploying technology, and advising about acquisitions and divestitures to reviewing and negotiating key vendor, employment, and customer contracts. He has closed M&A transactions valued collectively at more than $2 billion. Listen to this informative Private Equity Profit episode with Justin Daniels about cybersecurity.   Here are some of the beneficial topics covered on this week’s show: Justin makes the correlation how you treat someone’s data is a direct reflection of how you treat them. Justin discusses the three ‘buckets’ of cybersecurity. 1. investments 2. Making Operations 3. Incident Response Justin also talks about the book he and his wife wrote for the non-technical business executives to help educate non-technical business executives on creating trust regarding cybersecurity.       Connect with Justin: Website: www.bakerdonelson.com LinkedIn: https://www.linkedin.com/in/justinsdaniels/ Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/      Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep64: How to Design Your Legacy for Success and Empower the Next Generation
Feb 15 2023
Ep64: How to Design Your Legacy for Success and Empower the Next Generation
Chris Molenaar is a top agent in Saskatoon Canada. He’s a 2X icon award winner with eXp and was actually the 1st agent to join eXp Realty in Saskatoon. He’s managed to build a real estate team there locally and recently surpassed 100 agents in his rev share group. Chris teaches real estate lead generation and social media marketing to real estate agents across Canada and internationally.   Listen to this informative Private Equity Profit episode with Chris Molenaar about setting up the next generation for success.   Here are some of the beneficial topics covered on this week’s show: The importance of teaching the next generation personal responsibility and not taking things for granted. Knowing your family member and their strengths and weaknesses to set up succession planning. The role of social media in this generation; and how social media shows the best and worst.     Connect with Chris Molenaar: Website: https://chrismolenaar.exprealty.com Facebook: https://www.facebook.com/cmolenaar Facebook Page: https://www.facebook.com/therealchrismolenaar Twitter: https://twitter.com/12Molenaar Linkedin: https://www.linkedin.com/in/chrismolenaar/ Youtube: https://www.youtube.com/channel/UCTlBYNkVtOmRpM1W-CNNugw Instagram: https://www.instagram.com/molenaarchris_/ Tiktok: https://www.tiktok.com/@molenaarchris_   Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/      Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep63: Enhancing Your Success Through Building Trust
Feb 8 2023
Ep63: Enhancing Your Success Through Building Trust
Natalie is the author of The Power of Trust: How Top Companies Build, Manage and Protect It and President of Success Through Trust. She’s been named one of the world’s Top Thought Leaders in Trust for 5 years in a row by Trust Across America. Other leaders who have been named include Howard Schultz founder and CEO of Starbucks and author Steven Covey. Natalie is recognized as one of Canada’s Most Inspiring Women Business Leaders and Entrepreneurs. She’s on a mission to help business owners and leaders grow their companies by helping them build relationships of trust with their customers and colleagues. Natalie’s training programs are based on research and science conducted over ten years and tested by 1,000’s of individuals. A regular podcast guest and writer, she is a contributor to Forbes and featured in Economist Impact as a "Business Trust Expert.” Listen to this informative Private Equity Profit episode with Natalie Doyle Oldfield about the science behind trust.   Here are some of the beneficial topics covered on this week’s show: Natalie discusses the ‘science of how we trust’ and how to build trust with your clients. How to determine your trust index to get a trust equity score. Natalie explains, higher trust equity correlates to customer loyalty.     Connect with Natalie Doyle Oldfield: LinkedIn: www.linkedin.com/in/nataliedoyleoldfield YouTube: https://www.youtube.com/@nataliedoyleoldfield7668 Links Mentioned: https://www.successthroughtrust.com Natalie's book summary: The Power of Trust; How Top Companies, Build, Manage & Protect It Natalie's book summary on website: website book summary here   Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/      Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep62: Partner for Financing Success. Value Creation with Rising Interest Rates
Jan 25 2023
Ep62: Partner for Financing Success. Value Creation with Rising Interest Rates
As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process, including sourcing, transaction execution and portfolio oversight. His mandate is to focus on opportunities across Canada and ensure that both Roynat Equity Partners’ and its portfolio companies’ goals are met.  Mark has extensive experience with investments and operations in small and medium sized businesses. Prior to joining Roynat, he was the head of Mergers and Acquisitions at Lynx Equity, a Toronto-based diversified private equity firm focused on acquiring small and medium-sized businesses. At Lynx, Mark was responsible for sourcing and executing new acquisitions, monitoring and overseeing existing portfolio companies, and developing the firm’s strategic direction. During his tenure at Lynx, the portfolio grew to 45 operating businesses with revenue in excess of $400M CAD. Prior to working at Lynx, Mark was the CEO and founder of OutdoorPartnerMedia which grew to be a publicly-traded company with a market capitalization of $60 million and displays in major cities in the United States. Prior to founding OutdoorPartner, Mark worked as an investment banking professional at Salomon Smith Barney in New York, and a corporate lawyer at Heenan Blaikie in Toronto.  Mark received an LL.B/MBA from the University of Toronto, where he won the Hewlett Packard Award for top performance in Finance. He also graduated with honours from the University of Western Ontario with a B.A. in social science and statistics. Listen to this informative Private Equity Profit episode with Mark Brodkin about partnering for financing success.   Here are some of the beneficial topics covered on this week’s show: The correlation between having a good management team and lending. The importance of trusting your team and how that trust makes you grow. “If any business can ruin your week with one call, it’s not a good investment.”     Connect with Mark: Website: www.roynat.com LinkedIn: https://www.linkedin.com/in/mark-brodkin-8872759/?originalSubdomain=ca   Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/      Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 54: Capturing the Growth Trajectory and Disruptive Value of the Blockchain
Nov 23 2022
Ep 54: Capturing the Growth Trajectory and Disruptive Value of the Blockchain
Bryan Ritchie, CEO of SIMBA Chain, has spent 30 years in the technology and software innovation industries, leading the company’s highly successful government contracting business unit. Ritchie comes to SIMBA Chain from the IDEA Center at the University of Notre Dame, where he served as CEO and head of the Investment Committee for the Pit Road Fund. Prior to that, he ran commercialization and startups at the University of Utah and Michigan State University, helping launch more than 600 startups. He is a serial entrepreneur and startup venture de-risking expert. Prior to being named CEO, Ritchie served as chairman of the SIMBA Chain board as well as a key adviser on the Series A fundraise, which generated tremendous excitement among Silicon Valley investors, including lead investor, Valley Capital Partners. Phil Koen has replaced Ritchie as chair of the SIMBA Chain board. Listen to this compelling Private Equity Profit episode with Bryan Ritchie about simplifying the complex task of interfacing with web applications using different blockchains. Here are some of the beneficial topics covered on this week’s show: The potential for blockchain technology to revolutionize the way we interact with web applications, eliminating the need for trusted intermediaries. The challenges associated with developing blockchain applications, including the need for specialized skillsets and knowledge of how to run a decentralized community. The vision for Simba Chain as a tool to help bridge the gap between Web 2.0 and Web 3.0 applications, simplifying the process for enterprises to adopt blockchain technology.     Connect with Bryan: Website https://simbachain.com/ LinkedIn  https://www.linkedin.com/in/bryan-ritchie-7161b72/ https://www.linkedin.com/company/simbachain/ Twitter https://twitter.com/SimbaChain YouTube https://www.youtube.com/simbachain GitHub https://github.com/SIMBAChain Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 53: The Great Transition In Finance
Nov 16 2022
Ep 53: The Great Transition In Finance
Emmanuel Daniel is a global thought leader in the future of finance. He is an entrepreneur, writer, and listed as a top 10 global influencer in the "Fintech Power50" list for 2021 and 2022. Much of Emmanuel's writing covers the future of finance, with a special focus on how cryptocurrencies, blockchain, gaming, and other technologies are opening the doors to new transactional opportunities. Emmanuel travels widely and has visited more than 100 countries and is working on his next book tentatively titled “The Winning Civilization.” As an entrepreneur, he was previously a member of the Entrepreneurs Organization (EO), a prestigious grouping of young business owners worldwide. Emmanuel was trained as a lawyer, has degrees from the National University of Singapore and the University of London, and attended a course on economics at Columbia University in New York. He travels widely and divides his time between Singapore, Beijing, and New York. In a world of increasing financial power for the individual, Emmanuel Daniel unpacks what this means for the future of financial institutions and markets.  In this episode, you will learn: How will the personalization of finance affect traditional financial institutions?  What role will new technologies play in the personalization of finance? How will the data that sits outside of traditional financial institutions become more important than the data that sits within them?     Connect with Emmanuel: Website: https://www.emmanueldaniel.com/   Social Media: Twitter - https://twitter.com/EmmanuelDaniel Facebook - https://www.facebook.com/emmanueldanielasianbanker Instagram - https://www.instagram.com/edanielmoments/ LinkedIn - https://www.linkedin.com/in/emmanuel-daniel-5764482/ YouTube - https://www.youtube.com/channel/UCAVolSuHiFGFnEbnLpuS5kg/videos   Book: "The Great Transition - Personalization of Finance Is Here"   Special Audience Giveaway: https://www.emmanueldaniel.com/the-great-transition/   Learn more about your ad choices. Visit megaphone.fm/adchoices
Ep 52: Alternative Investments, Early Tax Planning is Key, and Protecting Your Legacy with NextGen Prep
Nov 9 2022
Ep 52: Alternative Investments, Early Tax Planning is Key, and Protecting Your Legacy with NextGen Prep
Jerry Fetta is the CEO and Founder of Wealth DynamX. He is a published author, successful entrepreneur, investor, and nationally recognized financial expert featured in Forbes, Fox News, and New York Finance, earning endorsements and affiliations throughout his career with names like Grant Cardone, Dave Ramsey, and Pamela Yellen. Jerry’s purpose is to help create millions of financially solvent families who can achieve greater financial freedom and share the truth about money.Top of Form Listen to this insightful Private Equity Profit episode with Jerry Fetta about sound investing strategies and financial education for your children best pave the way for generational wealth.   Here are some of the beneficial topics covered on this week’s show: The importance of basic financial literacy for everyone, starting at a young age Teaching your children how to manage and grow assets for generations Jerry’s 6 tenets of investing wisely Degrees of passive income- how much oversight is required of you? Opportunities to leverage your investments for optimal returns Are there recession proof assets? Tax advantageous assets?     Connect with Jerry: Website https://wealthdynamx.com/ Facebook https://www.facebook.com/WealthDynamX/ Twitter https://twitter.com/JerryFetta LinkedIn https://www.linkedin.com/in/jerry-fetta/ Instagram https://www.instagram.com/jerryfetta/ YouTube https://www.youtube.com/channel/UCsGCnD2cXDbNj53GH4y50zg?view_as=subscriber Links Mentioned: Weiss Bank Ratings https://weissratings.com/en/products/bank-ratings Learn more about your ad choices. Visit megaphone.fm/adchoices