Adam Coffey is a dynamic CEO, Board Member, best-selling author, and international speaker renowned for driving transformative growth and fostering high-performance cultures. With over 21 years of experience, Adam has built three national service companies for nine private equity sponsors, completing 58 acquisitions with outcomes measured in the billions. His books, "The Private Equity Playbook," "The Exit Strategy Playbook," and "Empire Builder," are #1 Amazon Best Sellers. A former GE executive and US Army veteran, Adam now consults through CEO Advisory Guru.

• Book Insights: What's changed since his first book, and who his latest editions aim to help.
• Evaluating Private Equity: Tips on assessing private equity groups, especially new firms without established ratings.
• Platform vs. Add-on: Differences, and what companies should strive to become.
• Target on the Back: Explanation of what it means for platforms in the market.
• Evaluating Offers: Balancing higher numbers with potential risks.
• Pooled Investments: Potential issues and pitfalls.
• Old Gomer: Insights into this character mentioned in his book.
• Competent Counsel: Importance during negotiations.

• LinkedIn: Adam Coffey

Join us as Adam Coffey dives deep into these topics, sharing his expertise and insights that can help you navigate the complexities of business growth and private equity!

Guest: David Hamilton Nichols

Bio: David Hamilton Nichols is an American speaker, author, investor, and producer. Hailing from a prominent California farming family, David is best known as a global investor with a diverse portfolio spanning industrial and retail real estate, fast-growing startups, and impact investments across North America, Europe, Oceania, Asia, and Africa. His focus sectors include climate change, renewable energy, blockchain, AI, EdTech, and healthcare in Africa.

David has served as a board member and advisor for various startups and has been featured in media outlets such as Entrepreneur, The Jerusalem Post, and Yahoo Finance. He was awarded the Global Impact Champion 2020-2021 by India Needs You (INY) and was listed among the “Top 10 Investors and Investment Companies to Follow in 2022” by the International Business Times.

An accomplished speaker, David has delivered keynotes and participated in panels at prestigious venues including the Nobel Peace Center, the United Nations Association, and various family office summits. He has also been a transformational speaker in the personal development field across the United States.

David is a published poet and article writer, currently working on a book titled "Mastering the Madness: Live Your Best Life, and Create a Better World." Additionally, he is a producer and executive producer on multiple entertainment and media projects.

He is a Fellow of the Royal Society for the Encouragement of Arts, Manufactures and Commerce, joining illustrious individuals such as Charles Dickens, Benjamin Franklin, and Stephen Hawking. David is also an Eagle Scout from his youth in the Boy Scouts of America.

Areas covered:

• What exactly is a family office and what are the different types of family offices?
• What is the typical profile of a family that might consider establishing a family office, and how has the family office landscape evolved in recent years?
• What are some of the emerging trends in the family office space, such as direct investing and co-investments?
• How does a family office typically structure its investment strategy?
• Why might a startup seek investment from a family office?
• How important are warm introductions when approaching a family office, and how can startups cultivate those?
• What are the key differences between getting funding from a family office versus a traditional venture capital firm?
• Do venture capital firms like to work with family offices?
• How can startups effectively connect with and pitch to family offices?
• What are some common mistakes startups make when approaching family offices?

Closing: We want to thank David, for sharing your insights with us today. It has been a pleasure having him on the show. For our listeners who want to keep up with David's work, be sure to connect with him on LinkedIn.

Links:

• Connect with David Hamilton Nichols on LinkedIn

Stay tuned for more insightful episodes, and don’t forget to subscribe and leave a review!

From Startup to Exit: Brian Will's Lessons on Building and Scaling Successful Businesses

Guest: Brian Will, Serial Entrepreneur, Two-Time Wall Street Journal Best-Selling Author, Business and Sales Management Consultant

Bio: Brian Will has built a remarkable career creating successful companies across diverse industries. His experience in startups and Fortune 500s offers him a unique perspective on agile processes and their impact on businesses. Currently, he owns various businesses and serves on the city council in his hometown.

Key Points and Questions:

• Brian's background and how it shaped the lessons in his book: Get insights into the experiences that influenced Brian's approach to business and the advice he shares.
• Delegation and its role in business growth: Understand why delegation is essential, even if it can be challenging, and how to effectively delegate management and tasks.
• Hiring the right people, especially the COO: Learn the importance of strategic hiring and the qualities to look for in a COO.
• Key lessons for scaling a business: Discover strategies to navigate the complexities of scaling a business and ensure sustainable growth.
• Avoiding burnout during business growth: Get practical tips on how entrepreneurs can maintain their well-being while scaling their businesses.
• Personal story illustrating a significant business lesson: Hear a relatable story from Brian's book that highlights a valuable lesson for entrepreneurs.
• Preparing a business for an exit: Learn the key steps to take to ensure a successful exit when the time is right.
• Impact of writing the book on Brian's views on entrepreneurship: Explore how the process of writing the book has shaped Brian's perspective on entrepreneurship.
• Notable reader feedback: Hear about any feedback from readers that particularly resonated with Brian.
• Where to find Brian's book and follow his work: Provide links and information on how listeners can connect with Brian and access his book.
• Final words of wisdom for aspiring entrepreneurs: Share Brian's parting advice for those embarking on their entrepreneurial journey.

Connect with Brian:

• Website: Home New - Brian Will Media
• LinkedIn: Brian Will | LinkedIn Brian Will | LinkedIn

Additional Notes:

• Reference to the first interview: Encourage listeners to check out the previous interview with Brian for more context.

Guest: Marsha Wulff, Impact investing pioneer with 40 years of experience building corporations, managing investments, and establishing a venture capital firm focused on Africa.

Key Discussion Points:

• Marsha's Journey: Marsha will share her career path, including her role in building multi-billion dollar corporations and establishing a successful venture capital firm in Africa.
• Global Perspective vs. Afro-optimism: Explore the difference between these perspectives and their influence on African funding and development.
• Hurdles to African Funding: Discuss the primary challenges hindering funding in Africa and potential solutions to address them.
• Value Destruction in Africa: Understand the concept of value destruction and its specific manifestations within the African context.
• Ecosystem Construction for Progress: Identify the key factors that drive progression through ecosystem construction in Africa.
• Government and Charitable Reliance: Analyze whether increased reliance on government and charitable support is the solution to funding challenges or if alternative approaches are more effective.
• The White Savior Complex: Define the concept of a white savior and discuss its implications for development efforts in Africa.
• French-Speaking Africa's Lag: Explore why this region lags behind others in terms of development and funding opportunities.
• Angel Investing in Cote d'Ivoire: Provide guidance for individuals interested in angel investing in countries like Cote d'Ivoire.
• Startups in French-Speaking Africa: Discuss notable startups and the factors influencing their success or challenges.
• Emerging Trends and Sectors: Highlight promising investment and growth opportunities within African economies.
• Secondaries Market in Africa: Explain the existence and functioning of a secondaries market in Africa.
• Afro Hubs and Afrilabs: Understand the roles of these organizations in fostering innovation and entrepreneurship in Africa.
• Learning More: Provide resources and advice for those interested in further exploring African funding and ecosystem development.

Call to Action:

• Connect with Marsha Wulff on LinkedIn: https://www.linkedin.com/in/marshawulff/

Explore LoftyInc Capital Management: LoftyInc Capital – Backing early stage Afropreneurs building tech-enabled solutions for the "everyday economy"

Bio:

Kristi Herold is the founder and CEO of JAM, a multi-million-dollar global business that has connected

millions of people through play since its inception as one of the largest adult recreational sports leagues

in the world. The JAM team has produced and delivered over 4,000 playful corporate events, in over 30

countries since the summer of 2020 and the JAM team consults organizations helping them integrate

fun and play into their “workPLAYce culture”. JAM has been awarded “Canada’s Most Admired Culture

Award,” and certified as “Great Places to Work – Canada” multiple times.

Kristi is the best-selling author of It Pays to PLAY – How Play Improves Business Culture, a rich resource

to help organizations playfully connect with their teams and improve productivity, retention, and

workplace culture. Her vision is to get 1 million people playing annually!

Awards and Accolades:

Canada’s Most Admired Corporate Cultures – Emerging Award (2022)

Canada's Most Powerful Women - Top 100 (2020)

RBC / Women of Influence - Canadian Women Entrepreneur Awards - Momentum - Top 3 (2020)

Sport & Social Industry Association - "Industry Impact Award" winner (2020)

Great Places to Work - Canada award (2019)

Governor General's "Diamond Jubliee Award" in recognition of contribution to community (2009)

Features:

Forbes Magazine, "Create Teamwork By Doing This,’” (2020) https://www.forbes.com/sites/stephanieburns/2020/03/05/create-teamwork-by-doing-this/#5c10c9c35aff

Fast Company, "Corporate Team Building," (2019) https://www.fastcompany.com/90510635/without-team-sports-this-recreational-league-company-is-still-committed-to-boosting-spirits

Toronto Star, “Kristi Herold is all about team spirit,” (2021) https://www.thestar.com/life/together/people/2021/02/28/kristi-herold-is-all-about-team-spirit-here-the-ceo-talks-sports-play-and-her-picks-for-the-top-toronto-online-fitness-classes.html

We talk about:

When you look to acquire a business, what are your minimum expectations for the business you will acquire?

How do you know if a target company’s culture fits yours when acquiring a company?

What are some strategies for identifying and mitigating potential risks in a main street/lower mid-market business acquisition?

Would you happen to have suggestions on going into a negotiation that you can share with us?

What are some best practices for communicating with employees and maintaining morale during the M&A process?

How do you ensure a smooth transition of key personnel and talent retention post-transaction

What role does strategic planning and long-term vision play in the success of a business's mergers and acquisitions?

How important is it to join mastermind groups and organizations outside of work?

And much more

Connect with Kristi

https://www.linkedin.com/in/kristi-herold/

https://jamgroup.com/

Guest Speakers:

• Dario Fusato: CEO of Savvly
• Tony Derossi: Co-founder of Savvly

About the Guests:

• Dario Fusato is the CEO of Savvly, a platform revolutionizing personal pensions and long-term financial security with market-driven solutions. He has extensive experience in building fintech solutions aimed at removing financial uncertainty.

• Tony Derossi is the co-founder of Savvly, an online platform designed to optimize retirement savings through innovative risk-sharing algorithms. With a background in insurance, technology, and strategic consulting, Tony brings a wealth of knowledge to the fintech and retirement planning industries.

Episode Overview: In this episode, we dive into the innovative approach Savvly is taking to reshape retirement planning and financial security. Dario and Tony share their journey from successful corporate careers to entrepreneurship, the challenges of pioneering a new market, and their vision for the future of Savvly. The discussion covers key lessons learned, strategies for balancing innovation with risk management, and the importance of building a community around a startup.

Key Questions Discussed:

1. What inspired Dario and Tony to transition from corporate careers to founding Savvly?
2. How do their corporate experiences influence the way they build and scale Savvly?
3. What advice do they have for aspiring entrepreneurs, especially those transitioning from corporate roles?
4. What are the unique challenges of innovating in the fintech space for retirement solutions?
5. What are Savvly's long-term goals and how do they plan to achieve them?

Connect with the Guests:

• Dario Fusato: LinkedIn
• Tony Derossi: LinkedIn
• Savvly Website: www.savvly.com

Closing Notes: If you’re interested in learning more about Savvly’s approach to financial longevity and retirement planning, be sure to visit their website or connect with Dario and Tony on LinkedIn.

Guests:

• John Lenker, Marketing Strategist & Communications Artist at LENKER
• Kevin deLaplante, Philosopher & Marketing Specialist at LENKER

Episode Summary:

Join us for a fascinating conversation with John Lenker and Kevin deLaplante, two experts from LENKER, as they delve into the world of marketing, critical thinking, and entrepreneurship.

John, a seasoned marketing strategist with a passion for ethical marketing, shares his insights on developing and promoting products and services that resonate with audiences. Kevin, a former philosopher turned marketing specialist, brings a unique perspective on critical thinking and decision-making in the business world.

Together, they discuss:

• Their career journeys and how they arrived at their current roles at LENKER
• The importance of competitive analysis and effective research when exploring new business ideas
• The role of AI in idea research and decision-making
• Key factors entrepreneurs should consider when evaluating marketing and business opportunities
• The balance between AI and human judgment in business
• Essential questions entrepreneurs should ask themselves before pursuing a new venture
• Lessons learned from both successful and unsuccessful ventures
• The unique challenges and opportunities of working with Bitcoin millionaires
• How to qualify a business and conduct a comprehensive market opportunity analysis
• Strategies for staying ahead of industry trends and advancements
• The impact of effective competitive analysis on business success
• The future of AI integration in business decision-making
• Risk management strategies for entrepreneurs

Resources:

• LENKER website: https://lenker.com
• Kevin deLaplante's website: https://kevindelaplante.com/my-writing
• The Argument Ninja Podcast: [Link to podcast]

Call to Action:

If you're looking to enhance your marketing strategies, refine your critical thinking skills, or navigate the complexities of entrepreneurship, this episode is a must-listen!

Connect with John & Kevin:

• John Lenker on LinkedIn: https://www.linkedin.com/in/johnlenker/
• Kevin deLaplante on LinkedIn: https://www.linkedin.com/in/kevindelaplante/

Show notes Mark Kleyner

Mark is the co-founder of Dream VC, an entrepreneur, ecosystem builder and early-stage investor in Emerging Markets. Mark has worked within VCs in the UK, US, Europe and Africa and actively advises, coaches and mentors several very early stage West & East African startups - who have gone on to raise upwards of $10m in Venture Financing, and joined programs like Google's Black Founders Fund Africa, PioneerApp, TechStars and Y Combinator. Mark is passionate about empowering the private sector to take responsibility for making people's lives better and is a big advocate for Consumer and Enterprise Software Startups as mediums to improve lives around the world. Mark is also a co-founder of Dream VC, a leading remote program, helping founders, entrepreneurs and working professionals across the African continent and among the diaspora to break into the Venture Capital industry as emerging investors.

Beyond these activities, Mark is an active startup mentor in 9+ Accelerators and Incubators at Startupbootcamp, Impact Hub Lagos, Seedstars, Founder Institute and Village Capital. Mark is also a startup mentor with FasterCapital and StartupLoungeAfrica.

Dream VC and the mission you are on.

The current investment landscape in Africa and some key trends shaping it?

The role of diaspora investment in driving economic development and entrepreneurship in Africa?

The unique opportunities that investors can find in African markets compared to other regions?

How do political stability and regulatory environments impact investment decisions in Africa?

How necessary is local knowledge and partnerships when investing in African markets?

What are some key resources or sources of information that investors can leverage to stay informed about investment opportunities and developments in Africa?

Connect with Mark

https://www.linkedin.com/in/markkleyner/

https://www.dream-vc.com/