David Rhoads is the Founder and CEO of Blue Street Capital, a privately owned financing company focused on pairing technology solutions providers with growing businesses. He is a recognized technology expert who focuses on understanding the business models of his customers to provide financing solutions that help them simplify and improve their operations. David's insights on the five-hour workday, work culture, and life balance have been featured in international media channels, such as The Wal...
May 26, 2023•46 min
Jason Jackson is the Co-founder of Search Fund Credit, a credit institution devoted exclusively to search funds. He is the Managing Partner of Barah Capital Partners, a traditional search fund he raised with his partner sponsored by a group of marquee investors. After 18 months of searching, Jason and his partner bought Detroit Dental and renamed it Unified Dental Care, where he is the CEO. He is also a Co-founder of the Black Search Network and a regular guest at Stanford Graduate School of Bus...
May 19, 2023•51 min
Ravi Mallik is the Founder and Managing Principal of Sand Dollar Capital, a firm specializing in relative value trading and private investing using strategies including volatility arbitrage, correlation trading, long and short equity trading, and capitalizing on macro trends. Before Sand Dollar, Ravi was the Vice President of Business Process Management for North America at Virtusa, a company that helps businesses scale by combining industry expertise and frictionless technology delivery. He als...
Mar 10, 2023•45 min
Aaron Thomas is the Founder and Attorney of Prenups.com, a law firm that helps couples avoid predictable money problems with thoughtful, fair, and loving pre and postnups. He is a 2002 graduate of Harvard Law School and a three-time winner of Atlanta’s Best Divorce Attorney. Recognized by peers as one of the fastest-growing family law firms in Georgia from 2015-2022, Aaron is also the Founder of Aaron Thomas Law. He has represented clients with family law matters, including divorce, custody, chi...
Feb 10, 2023•51 min
Jeff Stevens is the Founder and Managing Partner of Anacapa Partners, a private equity fund with a strategic focus on partnering with principals who operate within the search fund framework and want to invest in companies with highly predictable revenue models. Through the last 12 years, Anacapa Partners has invested in over 200 entrepreneurs in over 80 operating companies. He has over 30 years of experience forming, structuring, operating, and investing in search fund companies as a multiple-ti...
Jan 27, 2023•44 min
Markus Scott is the President and CEO of EyeQ Monitoring, a company leveraging the power of AI to virtualize traditional security guards and provide live video monitoring surveillance to protect business facilities and assets. Last year alone, EyeQ issued over 3,000 police reports and saved clients $20,000,000 in potential losses. For two years in a row, EyeQ was recognized in the Inc. 5000 list of America's fastest-growing independent small businesses and in the SDM 100 list of the top US secur...
Jan 20, 2023•47 min
Brian O'Connor is the Founder and Managing Partner at NextGen Growth Partners, a lower middle market private equity firm that partners with entrepreneurs to acquire and build companies in growing industries. He teaches entrepreneurship through acquisition at his alma mater, the University of Chicago Booth School of Business, as an adjunct professor of entrepreneurship. Brian also serves as a board member and treasurer for Distinctively College Bound — a non-profit focused on creating opportuniti...
Dec 09, 2022•45 min
A.J. Wasserstein is the Eugene F. Williams, Jr. Lecturer in the Practice of Management at the Yale School of Management. His research, writing, and teaching concentrate on search funds, entrepreneurship, programmatic acquisitions, and small businesses. Additionally, A.J. is a multiple-time CEO and private investor interested in lower middle-market firms and philanthropic organizations, where he can be a positive impact by using his experiences, time, and investment capital. He received the Facul...
Oct 21, 2022•48 min
Michael Curry is the Chief Executive Officer of Lullwater, a private holding company focusing on small business investing and operations. Lullwater invests in entrepreneurs changing the world, one small business at a time. Michael is also the CEO of Apex Physics Partners, a company that provides expert, patient-focused, and relationship-driven partnerships that empower patient care and allow physicists to be physicists. He is the former CEO of Krueger-Gilbert Health Physics, LLC, where he direct...
Oct 14, 2022•31 min
Jane Kaggwa-Snow is the Founder and CEO of AquaVita, a company that uses high-standard technology and top-notch customer service to help companies in East Africa (and beyond) bring fresh, filtered, bottleless water solutions to their organizations. AquaVita is helping these organizations become environmentally responsible based on the United Nations Sustainable Development Goals. Jane is the Co-founder of Black Search Network and a board member of numerous organizations. Not only does she have a...
Oct 04, 2022•42 min
Giovanni Gallo is the Co-CEO and Chief Development Officer of ComplianceLine, the industry leader in outsourced compliance solutions and ethics and HR services. He helps develop ComplianceLine’s workforce and solutions which enable compliance professionals to be more effective in their jobs, so they can successfully protect their teams and meaningfully serve their missions. Giovanni has a BS in finance and accounting from Indiana University and an MBA in business administration, strategy, and ma...
Sep 09, 2022•52 min
Keith Burns is the President and Director of Apex Physics Partners, which provides expert, patient-focused, and relationship-driven partnerships that empower patient care. The mission at Apex Physics Partners is to transform the health and safety of its communities by providing comprehensive medical physics and radiation safety solutions to its clients throughout the country. Keith is the former President of Krueger-Gilbert Health Physics, Inc., where he directed the company’s strategy, operatio...
Jul 08, 2022•28 min