LeverUp ™️ : A podcast on Private Equity and Entrepreneurship – Details, episodes & analysis

In this episode of LeverUp®, we sat with John Caple, the Founding Managing Partner of Hidden Harbor. With over twenty years of private equity investment and operational experience, John shares his journey from his early days at Bain & Company, where he advised Fortune 500 companies and led private equity due diligence, to his pivotal role at H.I.G. Capital and Hidden Harbor

Now at Hidden Harbor, John chairs the firm’s Investment Committee and leads the strategic direction of the firm, focusing on driving complex business turnarounds and achieving top-tier investment returns.

Whether you're a seasoned professional in private equity or an entrepreneur looking for guidance, this episode offers actionable strategies for success.

To connect with John Caple, visit Hidden Harbor Capital at https://hh-cp.com/ or reach out via his LinkedIn profile at https://www.linkedin.com/in/john-caple-969345/.

Today we are joined by Jim Tompkins, the chairman and founder of Tompkins Ventures, and a globally recognized authority on supply chain strategy. In this episode, Jim shares his incredible journey from industrial engineering to becoming a leading figure in supply chain management. Learn about his extensive experience, including starting 15 businesses, authoring 31 books, and driving profitable growth through innovation and thought leadership. Discover the impact of e-commerce on business, the importance of resilient and adaptable supply chains, and the future of global logistics.

Jim is an expert in designing and implementing end-to-end supply chains, with decades of experience in supply chain strategy, warehousing and distribution, logistics, material handling, and industrial engineering. As a consultant, lecturer, and researcher, he has helped numerous companies enhance their profitable growth. In 2020, Jim founded Tompkins Ventures, a global solutions network, and co-founded Tompkins Leadership in 2022. He holds a Ph.D. in industrial engineering from Purdue University and has received numerous awards, including the Frank and Lillian Gilbreth Industrial Engineering Award.

Key Highlights:

1. Jim’s transition from industrial engineering to supply chain management
2. The impact of e-commerce on business and supply chain solutions
3. The importance of resilient and adaptable supply chains in today’s world
4. Insights into effective supply chain strategies and planning
5. Lessons from Jim’s entrepreneurial journey and his successful ventures

Comment your thoughts on Jim’s journey and insights into the future of supply chain management.

Follow Jim Tompkins: LinkedIn: Jim Tompkins

Visit Tompkins Ventures.

Today, we sit down with Scott Larson, a financial expert with over 15 years of experience in investment banking, private equity, and hedge funds. Scott founded OutFin Group in 2023, which helps founders of $2-$20 million revenue businesses prepare for profitable exits. With a background in investment banking at JPMorgan Chase and private equity experience at GCP Capital Partners, Scott shares valuable insights from his impressive career.

In this episode, Scott discusses his journey from New York City's financial district to becoming an advisor for business owners. Learn about common pitfalls in the selling process and how to avoid them, the importance of financial infrastructure, and crucial steps to take 18-36 months before a sale. Scott also shares real-world examples of failed deals due to financial oversight and how strategic changes can lead to better outcomes.

Whether you're an entrepreneur considering a sale, a CFO optimizing business value, or simply interested in finance, this episode offers actionable advice.

Key Topics Covered:

• Building a solid financial foundation
• Maximizing business value with financial infrastructure
• Common mistakes during the sale process
• Successful negotiation strategies
• Benefits of partnering with financial experts

Follow Scott Larson:

• Website: outfingroup.com
• Twitter: @IAmScottLarson

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This episode features expert analysis on the current state of private equity, the impact of economic changes, and strategies for success. We delve into investor caution, managing overpayment for assets, and the importance of building relationships with founders and management teams. Learn about unique debt structuring methods, co-investments versus control positions, and effective sourcing strategies. Whether you're a seasoned investor or just getting started, this discussion provides valuable insights to help you succeed in the complex world of private equity. Don't forget to like, comment, and subscribe for more insights on private equity and financial markets.

Dreaming of making the leap from investment banking to private equity?

This is the episode for you! Join us as we chat with James, a key player in our private equity firm, who reveals his journey and the secrets to his success. Get an exclusive behind-the-scenes look at control deals, value creation, and the critical transition process. Discover the meticulous planning involved in successful deals, the importance of mentorship, and how personal branding shapes a career in high-stakes finance. Gain valuable insights into the key differences between investment banking and private equity, strategies for a successful transition, and tips for meticulous deal planning and execution. James also discusses the impact of mentorship on career growth and how personal branding can influence your success in finance. Whether you're a finance professional or just curious about the world of private equity, this episode is packed with practical advice. Tune in to learn what it takes to excel in this dynamic field.

Don't forget to like, comment, and subscribe for more expert interviews and career tips in finance!

In this episode, we sat down with a young entrepreneur who started in family business at 12 years old and quickly advanced to business ownership. Discover how hands-on experience shaped his path over traditional education, and how he navigated challenges in the competitive realms of private equity and finance. This conversation is packed with insights on resilience, strategic decision-making, and the realities of entrepreneurial success.

Join us for a compelling episode with Trey Fischer, a former Navy SEAL who has transitioned into a successful private equity strategist.

In this discussion, Trey shares how he applies rigorous military precision and leadership skills to the private equity sector. Explore the significant impact of military discipline on private equity investment strategies, business transformation, and operational efficiency. Gain insights into how the unique combination of military experience and financial expertise can drive substantial growth and value creation in the competitive world of private equity. Don't miss this deep dive into the integration of elite military training with sophisticated financial practices in private equity.

In this episode, we tackle the real questions behind career satisfaction and growth. Forget the salary comparisons;

We're diving into the six key areas that truly matter for a fulfilling career. From creating a lasting impact and aligning with your values to intellectual growth, lifestyle choices, and beyond. Get ready to explore how to make career choices that resonate deeply with your personal and professional aspirations.

Join us for insights that could redefine your approach to career opportunities.

Today we sit down with Skylar Romines, founder of ATW Advisors and author of So She Did. In this episode, Skylar shares her 17-year journey in commercial insurance, how she built a thriving consulting firm, and the challenges she faced transitioning from corporate America to entrepreneurship. We dive deep into career-building strategies for women, the importance of networking, personal branding tips, and how to overcome work-life balance struggles. Skylar also reveals how she cultivated her successful personal brand on social media, particularly on Twitter, which helped her land clients and grow her business. Perfect for aspiring entrepreneurs, women in business, and professionals looking to level up in their careers.

To connect with Skylar Romines, follow her on Twitter at @SkylarRomines or find her on LinkedIn under Skylar Romines.

Check out her book So She Did available on Amazon!

In this episode of the Lever Up Podcast, we sit down with Ryne Ogren, a former professional baseball player turned private equity investor. After a successful career as a shortstop and catcher with the Seattle Mariners and Baltimore Orioles, Ryne made a bold pivot into the world of digital marketing and inorganic entrepreneurship. He shares his unique journey from the baseball field to acquiring and scaling digital marketing agencies in Tampa, Miami, and Philadelphia. We dive deep into his experiences in deal sourcing, business acquisitions, and overcoming challenges in B2B marketing, along with his strategies for building successful businesses. Listen to Ryne’s insights on transitioning from sports to entrepreneurship, the importance of consistent marketing, and how his baseball background shaped his private equity approach.

Key topics include:

• Ryne Ogren’s journey from professional baseball to digital marketing investments
• How Ryne sourced and acquired three digital marketing businesses in 12 months
• The importance of sales and marketing skills in small business acquisitions
• The impact of B2B marketing, lead generation, and SEO on business success
• Lessons from deal negotiations and client management in private equity

Connect with Ryne Ogren: Follow Ryne on X at @RyneOgren and check out his website https://www.ryneogren.com