In this engaging podcast, our guest Brian Socolow from Loeb & Loeb, LLP shares his insights on the psychological and legal components to consider before...
Category - Financial
J.Dennis Jean-Jacques is an experienced investor with over 20 years in finance. He is currently the CIO at Ocean Park Investments. His work is based on lessons...
Integrity Square and TSG go back a long way. . . and we're excited to finally welcome Pierre LeComte, a highly seasoned private equity executive to HALO Talks...
As former college athlete, Peter brings his many lessons learned on the field into all top companies he works with. He currently serves as an Advisor, Board...
"The industry has changed so much . . . ideally a PE firm should be complementary and supportive from a strategy standpoint," states Richard Steere, Founder of...
In this info-packed episode, we're treated to an "insider's look" at the public and private markets from a highly experienced veteran. Sharon chats about what...
After a 20+ year background in finance, Pete Moore brought Brent into the industry in 2005. After acquiring Crunch while at Angelo Gordon and then working with...
Kaumil Gajrawala is the author of a seminal, recently released (April 6, 2021) initiating coverage report from Credit Suisse titled, Wellness Sector...
"We're going into these deals with the intent of partnering with Founders, that they're going to continue to be involved, and the last thing we want or need is...
Live Oak is a niche lender in 30 different industries. "We're niche lenders within a niche space. . . focusing more on tried and true, well rounded fitness...
"For every W2 employee you have, you could be eligible for up to $5,000 per employee depending on your particular fact pattern. This is not a loan. You don't...
"Brands are very powerful. It is the ultimate moat. When someone has built something that resonates with a lot of consumers and drives passion, that's when...
"Many entrepreneurs--especially returning entrepreneurs--want investors focused on what's best for the company, not what's best for the VC's portfolio . . ...
"The one foundational element of Comvest that goes back to the beginning is our our owner's belief in good management teams," states Dan Lee. What are some...
"I'm a big believer in the experience economy. If you can provide someone with a feeling that you can't get somewhere else. . .you're going to be successful...
"Stay true to who your customers are. You also have to be ok not being appealable to everyone out there," states Andrew Hirsekorn, Principal & Founding Member...
Texas Capital Bank is a $30 billion dollar publicly traded company. (They do business nationally, not just in Texas!) The group just celebrated their 20th...
"I look at private equity as a movie. You're walking into the theater halfway through, and there's all this action going on before you got there. If you don't...
Formerly with World Bank and now at Bain since 2011, Chris discusses a (fairly) new type of instrument private equity firms are using these days--an Impact...
Macrolease has been serving clients in the HALO sector since 1969. Equipment financing has always been a critical part of the industry and Sal Venuto--VP at...
"You have to have sat on the operating side of the table if you want to be really effective in this space," states Leigh Randall, Managing Partner of Topspin...
Card has created an unscripted blog which provides great ideas on improving club experiences, such as scaling economically, & using emerging technologies.
Adam shares the benefits of taking on a growth equity partner, identifying personality fits, & how companies can get support to professionalize & grow business.
If you're into Business Intelligence, specifically the technology side in terms of recent innovation, you'll want to listen on Andres Moran, CEO of IKizmet...
Al talks on the positives & negatives of the fitness industry, & how Motionsoft provides solutions with advanced cloud-based club management software...
"It all comes down to unit economics" - David Hardy, a Partner at @orangetheory Fitness & President of Franvest Capital Partners, as he discusses the rules and...
Wayne Kimmel, Managing Partner of SeventySix Capital
The one that started it all! Mike Pesca host of The Gist podcast chats with Pete Moore, Founder of Integrity Square about the origins of the term "HALO," why...
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