Think Like An Owner
The Think Like an Owner podcast seeks out conversations with small company owners and investors to learn how to acquire and run small companies, with a focus on search funds, micro private equity, and permanent capital.
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Dave Waters – Lessons from Investing in Small Public Companies – Ep. 74
Dave is the founder and CEO of Alluvial Capital, a value based hedge fund focused on the smallest public companies with market caps of $5-100 million, located in Pittsburgh, Pennsylvania.
Nick Fedele – Death, Taxes, and Stuff Goes Sideways – Ep. 73
My guest on this episode is Nick Fedele who recently acquired a 30 employee sheet metal construction business called Metal Alliance Inc near Philadelphia.
Tony Cappaert – “Every Company is Underpricing” – Ep. 72
Tony started his career at Microsoft before co-founding a CRM software business for real estate agents called Contactually.
Manny Saxena – Buying Into the World of Commercial Sweeping – Ep. 71
Manny partnered with Broadtree Partners to acquire two commercial sweeping companies called Contract Sweeping Services and Statewide Construction Sweeping in Northern California.
RE Miniseries Part 3: Chris Powers – Boring Businesses and Industrial Real Estate – Ep. 70
My third and final guest in this real estate miniseries is Chris Powers. Chris is the founder and GP of Fort Capital, a real estate private equity firm in Fort Worth, TX focused on industrial real estate.
RE Miniseries Part 2: Moses Kagan – How Business Owners Should Invest in Residential Real Estate – Ep. 69
Moses is the founder and GP of Adaptive Realty, a real estate private equity firm which acquires and remodels multi-unit residential real estate in the Los Angeles area.
RE Miniseries Part 1: Nick Huber – Operating a Moving Company and a Self-Storage Portfolio – Ep. 68
This first episode features Nick Huber, who owns self storage facilities through his company Bolt Storage across the East Coast in New York, Pennsylvania, and Ohio.
Eric Factor & Austin King – Operating in the Crane Business – Ep. 67
My guests on this episode are Eric Factor and Austin King who together raised a long-term holding company called Era Services with the mission to acquire, operate, and grow industrial service companies.
Sam Rosati – An Incubator, Conference, and a Business Sale – Ep. 66
In this episode, Sam shares that they’ve sold Alpha Dumpsters, started an SMB conference in Orlando scheduled for February 3-6, 2022, and have started a search incubator.
Elliot Epstein – Running a Model Aircraft Business – Ep. 65
My guest today, Elliot Epstein, founded Geminijets, a company that makes metal diecast commercial airplane models.
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Letters
Each year I write an annual letter to readers and listeners to reflect on the evolution of the podcast and my personal growth.
2020 Annual Letter: It’s Business Time
While 2020 was turbulent to say the least, it was the best year of my life. I married my lovely wife in late August, adopted a corgi, and began working on the Think Like an Owner podcast full-time.
2019 Annual Letter: Gaining Traction
Before getting to the podcast, 2019 was a tremendous year personally. I flew to DC for a FinTwit gathering hosted by Jamie Catherwood, graduated college with a new job, and got engaged.
2018 Annual Letter to Readers and Listeners
As a fun goal for myself, I’ve decided to start writing annual (and possibly quarterly) letters for the Think Like an Owner project to reflect on the growth of the podcast, discussion around the micro private equity market, and my personal learning.
