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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Justin Vogt & Ed Redden – Creating a Long-Term Holdco at Evermore Industries – Ep. 59
My guests, Justin Vogt and Ed Redden are the co-founders of Evermore Industries, a holding company looking to acquire industrial service companies with a time horizon measured in decades. Justin and Ed also happen to be the co-founders of the Stanford Search Fund Club during their time at Stanford. They hosted over 20 events and met professionals all across the search space and used that experience to shape what they
Deepa Talwar – From Silicon Valley to Searching on Main Street – Ep. 58
My guest on this episode is Deepa Talwar. Deepa is currently searching for a company from her home in Fort Collins, CO. Her background includes working with prominent Silicon Valley tech companies like Uber, Thumbtack, and Stripe, and she decided she wanted to become an entrepreneur, but not in the typical Silicon Valley way. During our conversation, we talk about how her tech experience gives her a new perspective when
Ross Brendel – Investing in Permanent Capital Vehicles – Ep. 57
Westerly Group was founded on the principle of supporting acquisition entrepreneurs with committed, permanent capital to pursue a specific industry thesis over an indefinite time horizon.
Ayo Phillips – Small Company Firefighting – Ep. 56
Ayo Phillips has the wildest story I’ve ever heard on the podcast.
Mark Valdez – From a16z to Eads Bridge Holdings – Ep. 55
My guest, Mark Valdez, is starting a new permanent capital holding company called Eads Bridge Holdings to acquire small profitable, durable companies with a long-term focus.
Mark Hunter – Lessons from a Career in Micro Private Equity – Ep. 54
Mark is a co-founder of KLH Capital in St. Petersburg, Florida and has been a part of deals all over the country from all walks of life.
Kelcey Lehrich – Building an E-Commerce Portfolio – Ep. 53
Kelcey Lehrich is the co-founder of 365 Holdings, a firm that acquires and grows e-commerce brands with a focus on shared services and vertical integration.
Ryan Callaghan – Oilstop’s Customer-Focused Culture – Ep. 52
Oilstop is a car service business on the west coast with 30 locations across 4 states and a strong customer focused culture.
Rob LaBonne – 6th Gen Family Grocery Store and Self-Storage – Ep. 51
Rob works in his family’s 6th generation grocery business, LaBonne’s Markets, and recently purchased a self-storage business.
Jason Hill – Growing a Custom Countertop Business – Ep. 50
Jason acquired Precision Stoneworks, a custom countertop fabrication and installation business, from his father-in-law and now runs it as the CEO.
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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.
