John Carey Siegler

Chestnut Advisory Group's 'Asset Owners' Guide to Investment Solutions' webinar this Thursday will address many of the important issues Tom Stabile touches on in this FundFire article on new private/public investment solutions products. As I told Tom, we view these as the lastest in a long line of innovative investment solutions being created to meet investors' evolving needs. Register for our webinar on Chestnut's website or our LinkedIn page. #retailinvestors #privatewealth #institutionalinvestors #OCIO #investmentmanagement #assetmanagement #privateassets

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Why does Employee Ownership work? Ellen Frank-Miller, PhD's recent Op-Ed at ImpactAlpha sums up the Employee Ownership "playbook" perfectly. And now that the top-secret EO "playbook" is out there, I might as well amplify Ellen's prescription for all to see: - Award meaningful ownership stakes to employees; - Transform operational practices to give employees more control over decisions that affect them and more autonomy to do their jobs the best way they know how; - Upskill frontline supervisors to help them manage their teams collaboratively and shed the command-and-control style that’s so counterproductive to achieving shared goals; - Activate the above-and-beyond employee behaviors that power better financial results; and - Enjoy superior returns for investors, wealth-building for employees, and all the community benefits that come from healthier businesses, workers, and families. Employee Ownership is nothing more but nothing less. This is the "playbook" that we are following at Southeast Acquisition Capital, along with a select few emerging and established managers, with surely many more to come. -- At its most basic level, employee equity is just a deal term or a part of an HR benefits package. True Employee Ownership happens when equity is paired with fundamental changes in the way that employee owners perceive their relationship to their employers (developing "organizational identification"), as well as changes to their actual work output (through a "social exchange obligation"). Or in non-academic terms, we refer to this simply as "employee owners thinking, acting, and feeling like owners." I've always said that I can't wait for the day that Southeast Acquisition Capital loses a deal to another firm pursuing Employee Ownership buyouts, because from then on we can just call them "buyouts", and Employee Ownership -- both the equity piece and the quality jobs piece -- will have truly become "market" and many more millions of employee owners will be better off for it. Thanks for the shout out, Ellen Frank-Miller, PhD, and I look forward to working more with the Ownership Impact Index by WORC (Workforce & Organizational Research Center)! Apis & Heritage Capital Partners KKR Ownership Works Mosaic Capital Partners Teamshares American Working Capital, LLC Verit Advisors https://lnkd.in/eremKFj5

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Mergermarket spoke to Moelis’s Ryan Bell on the current state of the healthcare sector in North America. He noted that M&A fundamentals continue to improve and that the market has reached an inflection point with a growing list of high-quality companies in healthcare services and technology that have received broad interest and achieved premium results. #healthcare #mergersandacquisitions Click here to read the full article (subscription required): https://bit.ly/3RZPrO8

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A worthwhile episode to watch where Stewart Carlin, CFA and I talk through the concept of a consortium sale. It is a great value enhancement mechanism for business sellers!

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A great article by Michael Swinsburg on the evolving role of the COO, highlighting how they are transitioning from behind-the-scenes to front-facing leaders, managing diverse teams and geographies to drive strategic growth and innovation. The focus on resilience, renewal, robustness, and relationships is spot on, particularly in today’s complex and fast-changing landscape. https://lnkd.in/gjcjJqZW

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All areas of commerce are benefitting from data analysis, and our industry is no different. And when it comes to hard data, Henry Schwartz is among the very best. Good, punchy interview here fresh from the OIC on many hot topics in the listed options space, including the rise of the "ProTail" customer using options strategically. #Options #OptionsStrategies #Cboe #SPX #VIX #XSP #OIC #0DTE

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Are you focused on organic growth? Our mission is to provide fee-only, credentialed financial education, planning and investment advice to all those in need of it. Partnering with SmartAsset is ONE OF MANY ways we are "cracking the code" in terms of organic growth and attempting to get to all those in need of our help. What's your mission, and are you focused on doing the things to achieve it? #organicgrowth #RIA #missiondriven https://lnkd.in/gfryDuWe

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The popular VC Secondary Series interviews have been compiled into a free book available at the Point Capital website. Expanding the series to now include PE Secondaries interviews. In this initial release, Mike Pugatch, a 20-year veteran at HarbourVest Partners, offers his knowledge and perspectives. Published on SecondaryLink. For a copy, DM with your email. “Ultimately, we are looking for opportunities that are in the heart of or at the front end of that strong value creation curve. The bulk of the return really comes from that go forward value creation. That is not to say that we don't like the discounts in the market, we certainly do where we can find them, but we consider ourselves to be more value oriented irrespective of whether that value shows up as an optical discount to NAV.” 👇 https://lnkd.in/gmrK8ifj

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Have you noticed the reshoring trend picking up steam? It's fascinating to see how the shift back to North American manufacturing is reshaping the business landscape. Private equity firms are certainly taking notice, particularly of companies well-positioned to support this transition. For those in the PE space, this could present some compelling opportunities for add-on acquisitions. Companies with strong automation capabilities or specialized manufacturing expertise could be particularly attractive, potentially complementing existing portfolio companies and strengthening their position in these evolving supply chains. https://lnkd.in/grEWtkRd #growthstage #REAG #mergers #business #acquisitions #lowermiddlemarket #investmentbank

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Thanks to Jake Martin at Financial Advisor IQ for publishing an article on our latest survey on advisor demand for private equity. Interestingly, we found that growth equity is a standout sub-strategy, with over a third of advisors indicating that their clients are very interested in it. However, there is more work to be done, as 42% of advisors said that a lack of understanding or knowledge was a primary barrier to private equity demand. At Crystal Capital Partners, LLC, we're committed to bridging this knowledge gap so that advisors can empower their clients to make informed investment decisions. See here for the survey's insights: https://lnkd.in/ePXgTENt #growthequity #financialadvisors #privateequity #survey #alternativeinvestments #investmenttrends For registered investment advisors only. IMPORTANT DISCLOSURE: https://lnkd.in/e3VJtU2Q

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Is there the potential for a dramatic shift in lower middle market M&A, driven by private equity's focus on value creation? For PE, it isn't just about financial engineering anymore – it's about building better businesses from the ground up. The ripple effects? They're substantial. As PE-optimized companies hit the market, they're raising the bar for what buyers expect. This isn't just good news for PE firms – it's creating a slipstream that's pulling the entire lower middle market along. For business owners, the message is clear: operational excellence is no longer optional, it's essential. Those who can demonstrate tangible improvements in their operations may find themselves in an increasingly favorable selling position. If you're considering an exit, now's the time to start thinking like a PE firm. Focus on operational improvements, robust financial reporting, and scalable processes. https://lnkd.in/gb97v6J4 #growthstage #REAG #mergers #business #acquisitions #lowermiddlemarket #investmentbank

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We're proud to celebrate Sector Lead, Matt Witheiler's fourth consecutive naming to Forbes’ ‘The Midas List: The World’s Best Venture Capital Investors in 2024'. Kudos Matthew Witheiler - this is testament to your enduring impact on the late-stage VC industry. https://lnkd.in/eBdHwBG4 Wellington Management did not pay a fee to be considered. Winners were selected by a data-driven approach, the Midas List is produced from a combination of public data sources and the submissions of hundreds of investment partners across hundreds of firms each year. This award was announced on June 4, 2024, a submission made in January 2024 and is based on 5 years of trailing data. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.

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At Isaacs Advisory, we are experts in advising on, structuring & sourcing debt financing solutions of between $1M-$5M for early-stage, growth, or in-distress businesses.   Business owners, entrepreneurs, CEO’s and CFO’s typically engage us because they don’t have: ·      the TIME, ·      the granular financing KNOWLEDGE ·      nor the right CONTACTS   ………… to source financing solutions for their unique business needs. For more information, please contact Adrian Isaacs at 416-835-4511 or [email protected]. #growthcapital #businessfinancing #businessfunding  #capitalraising #venturecapital #venturedebt #startupfunding #startupcapital #growthcapital #growthequity #businessfinancing #businessfinance #bankloans #bankloan #businessfinances  #businessfunding #abl #assetbasedlending

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At Isaacs Advisory, we are experts in advising on, structuring & sourcing debt financing solutions of between $1M-$5M for early-stage, growth, or in-distress businesses.   Business owners, entrepreneurs, CEO’s and CFO’s typically engage us because they don’t have: ·      the TIME, ·      the granular financing KNOWLEDGE ·      nor the right CONTACTS   ………… to source financing solutions for their unique business needs. For more information, please contact Adrian Isaacs at 416-835-4511 or [email protected]. #growthcapital #businessfinancing #businessfunding  #capitalraising #venturecapital #venturedebt #startupfunding #startupcapital #growthcapital #growthequity #businessfinancing #businessfinance #bankloans #bankloan #businessfinances  #businessfunding #abl #assetbasedlending

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At Isaacs Advisory, we are experts in advising on, structuring & sourcing debt financing solutions of between $1M-$5M for early-stage, growth, or in-distress businesses.   Business owners, entrepreneurs, CEO’s and CFO’s typically engage us because they don’t have: ·      the TIME, ·      the granular financing KNOWLEDGE ·      nor the right CONTACTS   ………… to source financing solutions for their unique business needs. For more information, please contact Adrian Isaacs at 416-835-4511 or [email protected]. #growthcapital #businessfinancing #businessfunding  #capitalraising #venturecapital #venturedebt #startupfunding #startupcapital #growthcapital #growthequity #businessfinancing #businessfinance #bankloans #bankloan #businessfinances  #businessfunding #abl #assetbasedlending

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At Isaacs Advisory, we are experts in advising on, structuring & sourcing debt financing solutions of between $1M-$5M for early-stage, growth, or in-distress businesses.   Business owners, entrepreneurs, CEO’s and CFO’s typically engage us because they don’t have: ·      the TIME, ·      the granular financing KNOWLEDGE ·      nor the right CONTACTS   ………… to source financing solutions for their unique business needs. For more information, please contact Adrian Isaacs at 416-835-4511 or [email protected]. #growthcapital #businessfinancing #businessfunding  #capitalraising #venturecapital #venturedebt #startupfunding #startupcapital #growthcapital #growthequity #businessfinancing #businessfinance #bankloans #bankloan #businessfinances  #businessfunding #abl #assetbasedlending

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At Isaacs Advisory, we are experts in advising on, structuring & sourcing debt financing solutions of between $1M-$5M for early-stage, growth, or in-distress businesses.   Business owners, entrepreneurs, CEO’s and CFO’s typically engage us because they don’t have: ·      the TIME, ·      the granular financing KNOWLEDGE ·      nor the right CONTACTS   ………… to source financing solutions for their unique business needs. For more information, please contact Adrian Isaacs at 416-835-4511 or [email protected]. #growthcapital #businessfinancing #businessfunding  #capitalraising #venturecapital #venturedebt #startupfunding #startupcapital #growthcapital #growthequity #businessfinancing #businessfinance #bankloans #bankloan #businessfinances  #businessfunding #abl #assetbasedlending

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At Isaacs Advisory, we are experts in advising on, structuring & sourcing debt financing solutions of between $1M-$5M for early-stage, growth, or in-distress businesses.   Business owners, entrepreneurs, CEO’s and CFO’s typically engage us because they don’t have: ·      the TIME, ·      the granular financing KNOWLEDGE ·      nor the right CONTACTS   ………… to source financing solutions for their unique business needs. For more information, please contact Adrian Isaacs at 416-835-4511 or [email protected]. #growthcapital #businessfinancing #businessfunding  #capitalraising #venturecapital #venturedebt #startupfunding #startupcapital #growthcapital #growthequity #businessfinancing #businessfinance #bankloans #bankloan #businessfinances  #businessfunding #abl #assetbasedlending

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