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The Private Equity Bubble? | Inside a Private Equity Firm Built for What Comes Next
dimanche 9 novembre 2025 • Durée 59:48
My guest today is Joel Mathew, Head of Originations at Woodson Equity. We discuss how his entrepreneurial path led him into private equity, Woodson’s “inch wide, mile deep” focus on diversified industrials and business services, and why they favor hands-on, control deals. Joel shares a live carve-out playbook, how he sources more than a 1,000 deals a year, the first-100-days operating cadence, culture as an edge, off-market vs. banked processes, and the mindset required to win in the lower middle market.
Sponsors: This episode is sponsored by CapitalPad, the marketplace that connects acquisition entrepreneurs with investors who want exposure to small-business deals. Operators list live deals in one place; investors get standardized terms, governance, and distributions. If you are raising for a deal, or you want to back great operators, visit https://capitalpad.com/ - A deal-by-deal private equity investing platform
Our sponsor Spacebar Studios builds and runs your newsletter end to end, so you stay top of mind with founders, brokers, LPs, talent and your customers without adding to your workload. Strategy, writing, design, sending, and list growth are handled. HoldCo Builders listeners also get a two-week free trial. Start with a free intro call at https://www.spacebarstudios.co/inquire
TIMESTAMPS 0:00 Intro 5:03 Focus: diversified industrials & business services 6:27 Hold period philosophy 7:07 Target size & screens 8:04 Why pursue larger deals 9:41 Value creation beyond capital; control investing 11:08 Hands-on operations (presence on the floor) 12:53 Sponsor: CapitalPad 14:16 Stewardship playbook: cost discipline, systems, people 15:24 Beyond the P&L: culture & morale 16:18 Weighing purpose vs. numbers 21:42 Factory-floor insights you won’t see in a data room 25:48 Why deal flow is “easy” (but a lot of work) 28:16 Sponsor: Spacebar Studios 29:48 Bigger vs. smaller deals 31:44 Seller types: family, PE, and carve-outs 33:50 Winning trust with founders not yet selling 38:02 Where the best off-market deals originate 39:10 Time allocation & focus blocks 41:05 Best ROI: banker processes vs. proprietary 43:40 Deals that die… and come back 44:51 What’s exciting now: volatility & tariffs 47:12 Patterns of elite operators 49:24 Staying sharp & never settling 53:16 War stories from the trenches 55:15 What’s next for Woodson (2-3 years) 57:08 “No bad deals, only bad prices”
This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
The One System That Scaled from $3.5M to a 15-Company Portfolio (Sid Jashnani)
mardi 4 novembre 2025 • Durée 01:11:22
How Sid Jashnani scaled his firm into a portfolio of 15 companies and $77 million in revenue. If you’re an investor or builder, this is a masterclass in turning chaos into compounding cash flows.
Sponsors: This episode is sponsored by CapitalPad, the marketplace that connects acquisition entrepreneurs with investors who want exposure to small-business deals. Operators list live deals in one place; investors get standardized terms, governance, and distributions. If you are raising for a deal, or you want to back great operators, visit https://capitalpad.com/ - A deal-by-deal private equity investing platform
Our sponsor Spacebar Studios builds and runs your newsletter end to end, so you stay top of mind with founders, brokers, LPs, talent and your customers without adding to your workload. Strategy, writing, design, sending, and list growth are handled. HoldCo Builders listeners also get a two-week free trial. Start with a free intro call at https://www.spacebarstudios.co/inquire
We discuss: 0:00 Intro: from systems integrator to 15-company HoldCo 0:34 Plateau at $4M: what wasn’t working 3:22 Discovering EOS: why it clicked and how to start 7:46 Sponsor CapitalPad: accredited investors invest in acquisition entrepreneurs 10:26 Owning product lines: vertical integration and moat 16:59 Rolling EOS across companies: the non-negotiable cadence 18:05 Before vs after EOS: escaping firefighting and gaining control 19:19 Sponsor Spacebar Studios: done-for-you newsletters for deal flow and trust 24:02 Accountability Chart: firing yourself from Ops the right way 29:05 Hiring via scorecard: finding the operator who can deliver 37:20 Eight Cash Drivers: terms, inventory discipline, margin expansion 49:02 Portfolio snapshot: 15 companies and current metrics 52:44 Build vs buy: when to create your own product 1:03:00 Raising a fund: de-risking and scaling the platform 1:06:54 Partnering with PE: timing, structures, and trade-offs
Support our Sponsors: CapitalPad: SpaceBar Studios: Subscribe on Spotify:Subscribe on Apple Podcasts:Follow Mikk/PrivatEquityGuy on Twitter: This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
How I Completed 12+ Acquisitions and Still Built a New Roll-Up
samedi 4 octobre 2025 • Durée 52:50
My guest today is Nick Hatchka, founder of Cub Investments, which has completed over a dozen acquisitions. Nick is now building a regional platform of generator dealers and service businesses in California alongside his operating partner, Dylan Ferguson. We discuss his journey:
- to independent sponsorship, - lessons from 12+ acquisitions, - what makes a good business model, - partnering with operators, - and buying seller-dependent companies.
Sponsors This episode is brought to you by CapitalPad. A marketplace that connects acquisition entrepreneurs who need capital with investors who want exposure to small-business deals. Standardized terms, governance, and distributions included. If you’re raising for a deal - or want to back operators - check out https://capitalpad.com/ - A deal-by-deal private equity investing platform
Our sponsor Spacebar Studios builds and runs your newsletter so you stay top-of-mind with founders, brokers, LPs, and talent - without adding to your workload. HoldCo Builders listeners also use their two-week free trial. Go to https://www.spacebarstudios.co/inquire and get started for free.
We cover: 0:00 Nick Hatchka on 12+ acquisitions and a California generator platform 0:35 Background: MIT → McKinsey → 2 startups → Fortune 500 clean tech 1:54 Founding Cub (2016): SBA and personal capital for the first deal 2:49 Scaling: 12+ acquisitions across interior plants and landscaping, later divested 4:09 New platform thesis: generators in California and why the model is capital intensive 5:27 Investing focus: market and model selection over operator heroics 8:16 Capital discipline: self-funded pace vs raising outside capital 9:18 Sponsor CapitalPad: standardized terms, governance, and distributions for acquirers and investors 12:03 Generator business explained: sell, install, maintain, and test backup power (monthly, quarterly, annual PMs) 13:22 Sponsor Spacebar Studios: done-for-you newsletters with a two-week free setup 20:11 Partnering with Dylan Ferguson: 20-30 interviews and complementary skills25:54 First acquisition Conti: sourced direct, LOI-to-close ~6 months, closed Jan 202428:16 Post-close playbook: replace owner-operator and rebuild systems for scale33:39 Early lessons: grew fast to replace 4–5 seller hats and would build recruiting pipeline earlier34:38 Results: revenue ~$3M → ~$6M and team 7 → ~1442:13 Second acquisition PowerGen: 5–6 months later with larger C&I footprint in Bay Area and Sacramento45:04 Capital and operating philosophy: seller note fixed ~8 years, target ≥3x DSCR, keep strong cash reserves and focus on service quality51:32 Book and wrap: The Science of Success and expanding the circle of competenceSupport our Sponsors:CapitalPad: SpaceBar Studios: Subscribe on Spotify:Subscribe on Apple Podcasts:Follow Mikk/PrivatEquityGuy on Twitter: This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
How I Acquired 8 Companies By Age Of 32 While Traveling To 20 Countries | Lee Betts Interview
dimanche 7 avril 2024 • Durée 43:26
Here is the dream story of many entrepreneurs:
Owning a business that generates so much free cash flow that you can invest in/acquire 8 businesses.
I’d even call him Andrew Wilkinson Jr…
Capital allocation at its best…
Started in 2017…
Today there are 8 companies in his portfolio.
All while being 32, traveling & living in 20 countries, having Tim Ferriss as an inspiration and driving a Range Rover Sports.
Most importantly, being generally happy and relaxed (my comments about him).
"The freedom of location. For the past 7 years I’ve lived and worked in 20 different companies. Only thanks to the businesses I ran.”
We discuss:
— Building a list of companies to acquire
— Finding the absolute best off-market deals
— Growing businesses 2-3 times in 18 months
— A 30-day post-acquisition action plan
— One book that changed his life forever
00:00:00 - Intro
00:00:29 - Early failures turned into successful cash-flow machine
My Top 16 Lessons On Actively Looking For Exeptional $2-10 Million Revenue Companies (Pre-Acquisition)
vendredi 29 mars 2024 • Durée 28:34
One great acquisition can change the life of you and your children.Forever.As the smartest private market deal makers have said:"The goal is to acquire $10 bills for $3 ... and again, that's only possible in the private markets."My top 5 lessons on actively looking for exeptional $2-10 million revenue companies. (Pre-acquisition)1.Being street smart will take you further than you can imagine. Cold calling. Being likable.General soft skill, listening more than talking, asking great questions. Doing a follow up. Many don't want to do it, and most don’t know how to do it.2. VC is sexy; but old-school folks who run a cogs and gears manufacturing biz in their 50s are much happier. They make money every single day. Days become weeks. Weeks become months and years.95% of them are seriously happy with zero debt and not much stress. Time for a wife, time for kids, time for hobbies, time to travel. No Forbes but they could care less.3. An hour-long meeting that will last 2-3 hours. Take time and listen. This is their life's work. Very rarely does anyone go there and appreciate the work they’ve done. It’s their baby. It’s the company they have built. Be that person who listens.4. Without brokers, it takes years. Getting a person who does not want to sell their business to actually sell it, takes ages. You really have to enjoy the journey. If it's a great business, you play by their rules.5. Soft-skills. Forget the Excel and EBITDA. They barely use CRM. Talk in plain language: "How much money did you make last year?"That and 11 other lessons, hot takes on this week's podcast:
00:00 - Intro
00:47 - A person with average intelligence can do it
02:56 - Forget the industry
08:52 - It's a numbers game
16:12 - Emails are good. Phone calls are better. IRL meetings are the best
24:01 - Practice negotiations, make offers
Follow PrivatEquityGuy on Twitter: https://Twitter.com/PrivatEquityGuyJoin HoldCo Builders weekly newsletter on finding deals, raising capital, and growing small niche manufacturing businesses: https://privatequityguy.beehiiv.com/subscribeThis podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
How To Grow ANY Traditional $2-$10M Niche Business 50-200% Annually?
jeudi 21 mars 2024 • Durée 32:59
The day has come! SME people, whatever you are doing, stop it.
Here is a masterclass:
How to grow ANY traditional and “boring” business 50-200% annually.
From $2.2M to $3.1M…
From $7.6M to $11.2M…
From $1.2M to $1.8M…
And why do so many boring niche businesses suck at marketing?
Masterclass notes:
00:00:00 - Intro
00:00:56 - Why should we listen to Priit in the first place?
00:01:25 - Customers are satisfied with my products, what next?
00:02:43 - “Yes, but I have an agency or marketing person in the office, isn’t that enough?”
00:04:46 - Posting on Instagram, running FB and Google Ads – Good but very far from enough
00:06:55 - The biggest problem is not HOW to achieve growth
00:08:52 - How to grow from $2-10 million per year mark to $20 million
00:11:06 - What is data-based marketing?
00:16:29 - I’ve been stuck at $2 million for 4 years: here’s how to grow to $5 million
00:19:27 - What does going through that kind of growth require from the owner and management
00:25:14 - How quickly can Priit turn the company around?
00:27:41 - Business owners don’t know what they don’t know
How This Private Equity Fund Achieved An IRR of 72% After Doing 586 Deals
lundi 11 mars 2024 • Durée 26:22
Spent 7 hours researching a true master of small cap private equity:
- 586 transactions
- Acquire $1 million to $10 million EBITDA companies
- Average deal $12 million
- 72% IRR
- 7x cash on cash returns
He had two rare public appearances on Patrick O’Shaughnessy’s and Harry Stebbings' 20VC podcast.
His name is Justin Ishbia and he is the founder of Shore Capital Partners.
00:00:00 - Intro
00:01:28 - Mentors
00:02:05 - Lessons from dad
00:04:05 - Early days of Shore Capital Partners
00:09:45 - Margin of safety
00:11:50 - Making mistakes
00:14:40 - 80% are the first time CEOs
00:17:19 - How Justin finds six to seven talented Board of Directors for each of his portfolio business
00:21:45 - How to build systems that works 8 times out of 10
00:23:25 - Which people succeed in Shore Capital Partners
Here's what I learned:
“Constellation Software, Mark Leonard is a friend and a mentor. I'm not smart. I know who to copy. And did I copy -- they did all in software. We've done it in operating businesses,”
Biggest lesson from dad: “Don’t do things you don’t understand. You do what you understand and you can execute on it well.”
How I Bought 12 Service Companies (Without Investors) | Nick Haschka Interview
lundi 4 mars 2024 • Durée 55:35
Very first acquisition in November 2016
As of March 2024, they manage a portfolio of 12 companies.
All done with their own capital.
(Except the one they did in late 2023)
95% of acquisitions have been owner succession & retirement driven buy-outs.
Cub Investments with Nick Haschka makes long term buy & hold equity investments in growth-oriented field services companies.
Most importantly, all this while raising three beautiful children.
Their biggest competitive advantage – looking for companies with an extremely small universe of buyers.
“What we do is very different from corporate America, strategic consulting, investment banking, PE, McKinsey….”
We discuss:
— Finding the absolute best deals
— Location as your biggest advantage
— How to get the buyer to sell the business
— Doing everything with their own $$$
— Using SaaS as a difference maker in those boring businesses— Post-acquisition before and after
— Finding a perfect co-founder
How I Bought Real Estate Which Makes Me $1.7 Million Per Year | Ben Wolff Interview
dimanche 18 février 2024 • Durée 01:00:41
What if you can't code and you're not good at tech?
You go and start a business that makes $1.7 million per year.
This is what Ben Wolff did with little money and reasonably short period of time.
Today, he manages more than $65 million worth of real estate.
— Secrets of using social media platforms in short stay
— Achieving 52-55% NOI margins
— How to really own customers
— Not relying on booking platforms
00:00 - Intro
00:40 - Being broke, $30,000 in debt, what next...
07:05 - REIT (a public company) acquires the majority of the company
11:00 - Revenue and size of the business
14:02 - Fundraising with no track record used to be easy
20:17 - Luxury hotel stays and 50%+ IRR
24:49 - Using social media to achieve industry leading margins
30:45 - 100% overship of a customer
31:50 – How traditional businesses should use social media to their advantage
34:34 - The biggest lesson as an operator - quality!
42:05 - The benefits of sharing everything publicly
How I Bought 8 Traditional Businesses and Built a $127M Portfolio | Rafael Quinn Interview
jeudi 25 janvier 2024 • Durée 55:50
Ever wondered who are the young folks who build these great business portfolios?
2020 $17.0m
2021 $44.1m
2022 $64.9m
2023 $126.8m
All that within a reasonably short time.
While spending tons of time with kids and family.
I mean today Rafael Quinn is 44 years old, but decades from now people will be Googling him to find out how he started this massive conglomerate called Alternative Holdings.
The best investment advice:
• Buy companies you understand
• Run by people you want to work with
• Pay a fair price
“No matter how important I believe cash-flow is. Every 6 months I’m reminded again of how much more important it is.”
We discuss:
— Why they look at EBIT instead of EBITDA
— Dividend payments while building wealth
— A 5 year period of doing ZERO deals
— How to create value by prioritizing your strengths
Show notes:
00:00:00 - Intro
00:00:23 - At 26 he sold everything, slept on a floor for 15 days and moved to Panama
Follow PrivatEquityGuy on Twitter: https://Twitter.com/PrivatEquityGuyJoin HoldCo Builders weekly newsletter on finding deals, raising capital, and growing small niche manufacturing businesses: https://privatequityguy.beehiiv.com/subscribeThis podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
Industry, industry, industry! “If you go into the publishing industry right now, he doesn't care if you are Jack Welsh’s at his prime, you'll probably not end up having a bunch of success.”
80% of our CEOs are first time CEOs. Big believer in early career energy. It takes a really smart person about 18 months to learn 90% of the industry.
Margin of safety. Most private equities commit $100 to a thesis, investing between $60 and $80 of that investment for the platform and reserving $20 to $40 for add-ons. Justin and Shore Capital have almost the exact inverse. They’re committing $100 to the thesis, and deploy $5 to $25 for the platform. It gives that great opportunity, he thinks, to increase your margin of safety, increase an opportunity for success.
The biggest take away was how Justin hires 6-7 board of directors for portfolio companies with almost zero $$$.
As the board of directors themselves say when they very first time show up:
“There's more people on the board than there's millions of revenue.”
Follow PrivatEquityGuy on Twitter: https://Twitter.com/PrivatEquityGuyJoin HoldCo Builders weekly newsletter on finding deals, raising capital, and growing small niche manufacturing businesses: https://privatequityguy.beehiiv.com/subscribeThis podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
00:00:00 - Intro
00:00:19 - Current portfolio and Nick’s dream acquisition...
00:02:10 - Background story and why small business PE is not for most people
00:05:50 - How Nick finds the best deals
00:10:55 - Location and industry knowledge as your biggest advantages
00:13:30 - Red flags when acquiring a company
00:16:25 - 2023 and raising capital in a short 4 weeks
00:24:40 - What made the biggest difference in their MOST successful deal
00:32:07 - Craziest post-acquisition stories
00:39:30 - Founders relying on their memory,not CRM
00:44:19 - Partnership with the co-founder
00:51:01 - The work never stops - how to manage it all
My full conversation with Nick Haschka, the co-founder of Cub Investments.
Follow PrivatEquityGuy on Twitter: https://Twitter.com/PrivatEquityGuy
This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
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