Tag Archives: #Investors

Episode 172 – Structuring for Success: A Guide to Increased Firm Valuation with John Langston



John Langston is the Founder and Managing Partner of Republic Capital Group, a provider of investment banking services to the RIA, Wealth and Asset Management communities. The team at Republic Capital offers buy side and sell side services, merger advisory and sourcing equity and debt capital, bringing extensive experience across financial services to their clients.

In this podcast, John reveals expert insights on boosting your firm’s value, from structuring success and attracting investors to navigating market dynamics and avoiding pitfalls.

They also discussed:

  • The importance of a robust succession plan and talent acquisition.
  • The key drivers that attract investors, such as implementing a repeatable growth model and diversifying your firm’s geographic reach.
  • Navigating the delicate balance of profitability and advisor compensation.
  • The critical timing for focusing on valuation and why early preparation can yield remarkable results.
  • The current market dynamics and the impact of big firms acquiring smaller ones on the industry’s future.

 

Resources: 

RepublicCapitalGroup

 


Episode 125 – NYC Pop-Up Podcast: Investing in Financial Distress – With George Schultze



George Schultze is the Managing Member of Schultze Asset Management. George chairs its investment and strategy committees and, together with his team, makes final decision over all investments for the portfolio. Since it’s founding, Schultze Asset Management has executed over $7.4 billion in total investment transactions. 

Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and George discuss the business of distressed investing and finding the diamonds in the rough.

They also discussed:

  • The impact the pandemic had on business
  • The current macroeconomic trends that can be seen
  • The all time low Credit Suisse recently hit and how this company can recover during this market
  • The best opportunities in the stock market right now long and short
  • Insights on Cineworld
  • How increasing fed rates will impact businesses currently at the brink of distress
  • Additional ways that investors can take advantage of the current market

Resources: 

Schulze Asset Management