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My guest today is Collin Hathaway. Collin runs a small micro private equity fund in Seattle, WA called Skylight Capital and has developed a strong core competence in plumbing, HVAC, roofing, and other home services businesses. He also has one of the most interesting stories I’ve heard of getting into micro private equity.
My two guests for this episode are Ryan Lechner and Nico Gimenez who have raised a traditional search fund together as partners called Bonsai Group and are a few months into their search. I’ve had searchers with partners on the podcast before, Sam Rosati being a great example, but I haven’t had them on the podcast before together.
My guest is Brian Vanderheyden who ran a search from Chicago starting in 2015 and 2 years later in 2017 acquired a company called Richmond Alarm Company in Richmond, VA. Richmond Alarm was founded 73 years ago and Brian acquired the business from the founder’s two sons who had taken over the business from the father.
My guest today is Scott Picker. Scott was born and raised in Oregon and went to college at Washington State University where he majored in agriculture education and horticulture, before starting Aspen Creek Landscaping in Sherwood, Oregon.
Most of the investors I’ve had on the podcast aren’t interested in consumer businesses, which is precisely why I wanted to talk to a consumer focused investor. Enter Ben Rudman. Ben is the founder of Charis Consumer Partners, a consumer focused independent sponsor, and has a passion for consumer businesses that is hard to resist.
My guest today, Mason Myers, has spent the last 10 years building an incredible investment vehicle called Greybull Stewardship. With Greybull, Mason has acquired 11 portfolio companies with an evergreen fund structure with opportunities for LPs to add or withdraw capital only every four years.
My guest today, Joel Blake, has a fascinated story about how he became an owner of a manufacturing sales company called Marketing Technologies. Before acquiring, Joel first worked for the company as an employee before he and another partner took over the business from the two retiring owners. Joel calls this model entrepreneurship through apprenticeship and it’s a major topic of our discussion.
I’ve done a few search fund focused episodes, for instance last week’s episode focused on life during a search. In this episode exploring search funds, Betsy Brandt joins me to talk her preparation in launching her search fund, Forest Park Capital.
I continue exploring search funds and with this episode I talk with a searcher who is in the middle of the process and thus is experiencing it’s ups and downs live. My guest, Jules Brenner, runs a self-funded search called Manufacturing Succession and as the name implies is focused on acquiring a manufacturing company.
Trish Higgins was the guest on my very first podcast episode and was kind enough to share her time with me when I had no downloads, no show, and no website. Funny enough, that first episode is still my most downloaded episode to date. A lot has happened since then and I’m very excited to have Trish on the show for a second episode. In this episode, we cover Trish’s recent move to the operating side, how Chenmark has evolved including what’s become easier and more difficult over time, and we dive briefly into landscaping.
Each year I write an annual letter to readers and listeners to reflect on the evolution of the podcast and my personal growth.