Angels, Exits, & Acquisitions
Jeff Barnes
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Top 10 Angels, Exits, & Acquisitions Episodes
Goodpods has curated a list of the 10 best Angels, Exits, & Acquisitions episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Angels, Exits, & Acquisitions for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Angels, Exits, & Acquisitions episode by adding your comments to the episode page.
03. Alexander Lowry, Professor of Finance at Gordon College in Wenham, Mass and Director for the School's Master of Science in Financial Analysis Program.
Angels, Exits, & Acquisitions
06/26/18 • 24 min
On today’s episode, I speak with Alexander Lowry, professor of finance at Gordon College in Wenham, Mass. and also the Director for the school's Master of Science in Financial Analysis program. Alexander talks about how to go about selecting the right employees to build a company that will rise above the competition. He also talks about the Financial Analysis Master’s program that he teaches that is a great alternative to the traditional MBA.
Alexander Lowry is a seasoned executive with over 15 years of experience in financial services and strategy consulting, assisting private and public sector companies across North America and Europe.
Alexander joined Gordon from J.P. Morgan Chase. In four and a half years at the bank, he served in senior roles ranging from deputy to the chief operating officer of the U.S. Private Bank to his recent role helping lead the firm’s private foundation. Supporting the deputy director, Alexander led a wide range of management and administrative functions to help direct the firm's global philanthropic investments, giving and investing $240 million annually across 40 countries.
Prior to joining J.P. Morgan Chase, Alexander spent a dozen years with PA Consulting Group, Europe’s leading management consultancy. As a management consultant, Alexander specialized in leading major change and business transformation programs in blue chip organizations. After working in the London headquarters for seven years, Alexander was moved to New York and became co-head of the Americas Project Management Centre of Excellence.
While at PA Consulting, Alexander served on the firm’s pension board. He guided the Investment Committee to manage the $750 million portfolio, including evaluating, selecting and monitoring investment managers. Alexander directed a review of governance arrangements which resulted in the decision to become the first U.K.-defined benefit plan to appoint a fiduciary manager. He then oversaw the selection, appointment and implementation of BlackRock.
In addition to his executive career, Alexander has been continually engaged with Haverford. In addition to co-founding the College’s finance affinity group, he served for nine years on the Annual Fund Executive Committee, including as chair.
His writings and thoughts have appeared in Forbes, NBC News, U.S. News and World Report, Glassdoor, and other publications.
Find more about Andrew at: www.linkedin.com/in/alexanderlowry
https://twitter.com/AlexanderSLowry
http://www.gordon.edu/alexanderlowry
http://www.gordon.edu/graduate/finance
http://twitter.com/GordonMSFA
http://www.linkedin.com/showcase/gordon-college-master-of-science-in-financial-analysis/
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08. Neil Anderson, Fractional CMO of Cask, LLC.
Angels, Exits, & Acquisitions
07/31/18 • 21 min
On today’s podcast, Laura talks to Neil Anderson, fractional CMO of Cask, LLC. Neil speaks about the importance of understanding your market in order to develop your position and message to create successful tactics and plans to grow your brand.
Neil Anderson is Partner and CMO at Chief Outsiders, a national management consulting firm offering fractional CMO services to mid-sized growth companies. He is currently serving as a fractional CMO of Cask LLC, a business and technology consulting company based in San Diego, CA.
Since 2013 he has been an independent marketing consultant and since 2016 a CMO with Chief Outsiders, a management consulting company that provides fractional marketing services to mid-sized growth companies.
Neil serves on the board of Matrium Technologies PTY Limited. He was VP Global Services at Spirent Communications, Chief Operating Officer at The Tolly Group and CEO of Tolly Research. He has a BM degree in Classical Guitar Performance from the Hartt College of Music, University of Hartford.
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15. Tony Pompliano, President and CEO of ANEXIO
Angels, Exits, & Acquisitions
09/18/18 • 27 min
On today’s show, Cliff speaks with Tony Pompliano, President and CEO of ANEXIO, a Raleigh-based desktop to data center, infrastructure-as-a-service company. Tony talks about creating value for your product or service that draws in investors and delivers a successful return and profitable growth for the company.
Since 2013, Tony had led ANEXIO to grow more than 1,400 percent as it builds new, mission critical infrastructure for the world’s most innovative organizations. This growth is in large part due to Tony’s expertise in mergers and acquisitions, as he’s led the company to successfully acquire several companies in the past few years.
ANEXIO is included on the Inc 500 list of America’s fastest-growing privately held companies, and is transforming the IT industry by building high-performance technology infrastructure to serve the complex computing needs of the world’s most innovative companies. The company provides this mission-critical infrastructure across eight Tier III SOC-2 certified data centers, an IT solutions center, and a nationwide IP Network. ANEXIO continues to accelerate as the company builds new infrastructure for emerging technologies.
For more on ANEXIO, visit https://www.anexio.com/
For more on Tony Pompliano, visit https://www.linkedin.com/in/tonypompliano/
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18. Anthony Glomski, Principal and Founder of AG Asset Advisory, and Author.
Angels, Exits, & Acquisitions
10/16/18 • 44 min
On today’s show, Jeff speaks with Anthony Glomski, principal and founder of AG Asset Advisory, and author of Liquidity and You: A Personal Guide for Tech and Business Entrepreneurs Approaching an Exit. On the show, Anthony discusses important factors to consider as both an entrepreneur building a business, and as an investor. Anthony talks about surrounding yourself with the right people to build your business on secure footing to produce a successful exit, and what questions to ask when considering investing in a startup to maximize your investment.
AG Asset Advisory is an SEC-registered investment advisory firm in Los Angeles. Anthony works with a select group of successful tech and business entrepreneurs who are approaching a liquidity event to help them make smart decisions with their money. Anthony is a contributor on MariaShriver.com, a member of the Milken Institute Young Leaders Circle, and a member of the Silicon Beach Surfers.
Anthony’s 18 years of diverse roles in financial services has taught him that many entrepreneurs are faced with a dilemma. As business owners, they were responsible for looking out for employees and family, but oftentimes no one was looking after them. Anthony founded his advisory firm to fill that void and now serves a select number of clients who’ve entrusted their personal, retirement, and legacy assets for management. Together with his strategic partners and staff, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring that their assets aren’t unjustly taken, and charitable giving. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply consulting on investments. In the AG model, a client becomes the CEO of the client’s financial life, and AG becomes the client’s personal CFO.
Originally from the Midwest, Anthony began his career at KPMG, a Big Four accounting firm in Chicago, where he audited private and publicly traded companies. He then moved to the front line of the investment world while working on the trading floor of the Chicago Board Options Exchange and in London in the early days of electronic trading. He relocated to San Francisco in time to experience the height of the dot-com boom firsthand.
Anthony is a widely recognized leader in the financial advisor community. He is an author and public speaker and has made media appearances. He’s also an avid surfer, a member of the Porsche Club of America, and is involved with several charities. He splits his time between Los Angeles and New York.
For more about AG Asset Advisory visit http://www.agassetadvisory.com/
For more about Anthony visit https://www.linkedin.com/in/anthonyglomski/
To get Anthony’s book visit
https://www.liquidityandyou.com/
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07. Christopher Locheed, Author and Host of Legends & Losers and producer of 6 Minutes of Legendary Podcasts.
Angels, Exits, & Acquisitions
07/24/18 • 49 min
On today's episode, Laura speaks with Christopher Lochhead, author and the host of Legends & Losers and producer of 6 Minutes of Legendary Podcasts. Laura and Christopher talk about creating your niche by evangelizing the problem and then marketing the solution! The interview is full of so much valuable insight and information. Listen now!
Christopher Lochhead co-Authored the celebrated
"Niche Down: How To Become Legendary" By Being Different
and
Harper Collins' “instant classic"
"Play Bigger: How Pirates, Dreamers and Innovators Create and Dominate Markets".
Christopher is a former three-time public company CMO, category designer and entrepreneur.
Background:
• He's been an advisor, board director and/or investor to over 50 Silicon Valley startups.
• Served as Chief Marketing Officer of Mercury Interactive, a $1B software company that was acquired by Hewlett-Packard in 2006 for $4.5B.
• In 2001, he co-founded marketing strategy consulting firm LOCHHEAD.
• In 1998, he was the founding CMO of Internet consulting firm Scient.
• Before that he was head of marketing at Vantive, a pioneer in customer relationship management software and a principal at consulting firm Always an Adventure.
• In 1989, with no other options he and his friend Jack founded Roger Pierce & Associates a computer consulting firm they named after a guy they made up to make it seem like an adult was in charge.
In 30 years he has:
worked with many great people, had wonderful mentors and coaches, started companies, designed new categories, raised capital, built brands, made a lot of friends, a few enemies, shipped new products, failed out of school at 18, became a public company CMO by 28, discovered he was dyslexic, gone public, bought and sold companies, crushed competitors, broken his nose surfing, cracked his arm skiing, co-authored a best selling book for Jack Welch’s publisher, gotten de-listed from NASDAQ, given hundreds of speeches, created a hit podcast, done business in over 20 countries, traveled millions of air miles, drank a little whiskey and a couple of beers, learned to take and throw a punch, and how to laugh about the whole absurd thing.
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Trading Without Emotion: Anmol Singh on Data-Driven Stock Market Success
Angels, Exits, & Acquisitions
02/10/25 • 33 min
In this episode of Angels Exits and Acquisitions, we interviewed Anmol Singh, a stock market trader and coach with 15 years of experience. Anmol shares his journey from working at prop firms to founding Live Traders, where he coaches and trains traders. They discuss the ins and outs of trading, risk management, and the mindset required to succeed in the stock market.
Highlights:
- Prop Firm Dynamics: Anmol explains how prop firms operate, providing capital to traders in exchange for a percentage of profits, and how this model has evolved over time.
- Trading Strategies: Anmol breaks down different trading styles, including day trading, swing trading, and long-term investing, as well as the use of options. He emphasizes the importance of statistical analysis and risk management in trading.
- Market Trends and Mindset: Anmol discusses current market trends, the impact of social media, and the need to adapt to changing market dynamics. He stresses the importance of removing emotions from trading and focusing on data-driven decisions.
About the Guest:
Anmol Singh is a trader, investor, and author of Prepping for Success. He began trading in 2010 and has experience working with proprietary trading firms. Anmol is the founder of Live Traders, where he coaches individuals on how to trade, review scenarios, and control their emotions. He has been featured in major media outlets such as Forbes and Business Insider.
- Get your copy of Anmol's book on Amazon https://anmol.net/_book/
- Learn more about Anmol's work at https://anmol.net/ or https://livetraders.com/
- Connect with Anmol on LinkedIn https://www.linkedin.com/in/anmolsc/
Want to learn more about building wealth and capital raising?
Visit our website and connect with us today!
https://angelinvestorsnetwork.com/
Connect with Jeff on LinkedIn
https://www.linkedin.com/in/jeffpbarnes/
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How Sophie Howard Scaled Her Online Business to $10 Million
Angels, Exits, & Acquisitions
04/22/24 • 45 min
Welcome to Angels, Exits, & Acquisitions! This episode delves into the fascinating world of online business acquisitions with special guest, Sophie Howard. Discover the lucrative opportunities in buying and scaling online businesses, and learn directly from Sophie's extensive experience. Whether you're tired of startup culture or just looking for a profitable side hustle, this episode is your gateway to financial freedom through entrepreneurship. 🌐
Timestamps:
00:00 - Introduction & Sophie's Background
10:20 - First Steps in Online Business
22:35 - Sophie’s Strategy on Choosing Businesses to Buy
35:45 - Advantages of Buying Over Starting New
47:00 - Key Tips for Aspiring Entrepreneurs
58:30 - Audience Q&A Session
Are you ready to dive into the world of angel investing or raising capital? 📊
Entrepreneurs: Discover if you're ready to raise capital from investors. Take our FREE quiz now! 👉 https://angelinvestor.scoreapp.com/
Investors: Are you a good fit to become an angel investor? Find out with our FREE quiz! 👉 https://angelinvestors.scoreapp.com/
Special Affiliate Opportunity: Join the Freedom Navigator Affiliate Program and earn a whopping 50% commission on every course purchase! Register here: https://www.aspiringentrepreneurs.com/affiliate-registration. Plus, don't miss out on a FREE training session and a copy of Sophie’s book. Learn from real-life case studies and achieve your entrepreneurial dreams. https://www.aspiringentrepreneurs.com/masterclass
🔔 Subscribe and Like for more insightful content! Don’t forget to share your thoughts in the comments below. 👇
#Entrepreneurship #OnlineBusiness #BusinessAcquisition #FinancialFreedom #Investing #AngelInvestor #BusinessStrategy #ECommerce #DigitalAssets #PassiveIncome #SophieHoward #BusinessGrowth #ProfitableBusiness #BusinessEducation #EntrepreneurLife
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17. Marty Schultz, Angel investor, and Award-winning Software Innovator and Creator.
Angels, Exits, & Acquisitions
10/02/18 • 42 min
On today’s show, Jeff speaks with Marty Schultz, angel investor, and award-winning software innovator and creator. Marty talks about how to know you are ready for investors, how to make sure you have a product that solves a pain that people are willing to pay for, and how to successfully navigate challenges and create growth.
Marty Schultz (martyschultz.net) is a mentor-speaker, angel fund investor, award-winning innovator and creator of some of the top category-leading software companies over his expansive career. In 2014, Marty started Blindfold Games, an app development company that builds accessible games for the visually impaired community. The idea for Blindfold Games was conceived serendipitously during an after-school App Design Club he started at his daughter’s middle school. To date, the company has released over 80 games that promote learning through gamification. The games are enjoyed by over 10,000 visually impaired people from 7 to 70 years old, and recently surpassed the 500,000th download. In 2014, Marty started Blindfold Games, an app development company that builds accessible games for the visually impaired community. The idea for Blindfold Games was conceived serendipitously during an after-school App Design Club he started at his daughter’s middle school. To date, the company has released over 80 games that promote learning through gamification. The games are enjoyed by over 10,000 visually impaired people from 7 to 70 years old, and recently surpassed the 500,000th download. In 2005, he founded McGruff SafeGuard, a parental control system in partnership with the National Crime Prevention Council and McGruff the Crime Dog, a talking dog loved by generations of children, designed to increase crime awareness and personal safety. The service alerted parents to online dangers for their children, such as Internet predators, sexual abuse or drug use and provided helpful advice about online parenting issues.
Throughout his career, Marty has received many awards and recognition for his work, including being named “Developer of the Year” (2015) and “Best iOS Game of the Year” (2016) at AppleVis’s Golden Apple Awards, as well as one of the “Technology Fast 500TM in the US” by Deloitte & Touche and Software magazine’s “Top 500 Software Companies in the US” (2000). A firm believer in sharing his knowledge with others, Marty mentors entrepreneurs and presents at startup and venture capital conferences on how to bootstrap and grow software startups. His presentations include topics such as "Lessons Learned from Bootstrapping Companies" and "How My Hobby - Blindfold Games - Has Brightened the Lives of Thousands." He holds a Certificate from the Harvard Business School Owner/President Management Program and earned both B.S. and M.S. degrees from Carnegie Mellon University in Pittsburgh, Pennsylvania.
Marty Schultz is a mentor-speaker, angel fund investor, award-winning innovator and creator of some of the top category-leading software companies over his expansive career.
In 2014, Marty started Blindfold Games, an app development company that builds accessible games for the visually impaired community. The idea for Blindfold Games was conceived serendipitously during an after-school App Design Club he started at his daughter’s middle school. To date, the company has released over 80 games that promote learning through gamification. The games are enjoyed by over 10,000 visually impaired people from 7 to 70 years old, and recently surpassed the 500,000th download.
In 2005, he founded McGruff SafeGuard, a parental control system in partnership with the National Crime Prevention Council and McGruff the Crime Dog, a talking dog loved by generations of children, designed to increase crime awareness and personal safety. The service alerted parents to online dangers for their children, such as Internet predators, sexual abuse or drug use and provided helpful advice abo...
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12. Zvi Band, CEO and Founder Contactually.
Angels, Exits, & Acquisitions
08/28/18 • 26 min
On today’s show, Cliff speaks with Zvi Band, CEO and Founder Contactually, a business software developer. Zvi talks about how he quickly, and sustainable grew his company, as well as developed a very user-friendly software that automatically aggregates and pulls in all of your relationships into one place, from email, social media, phone, calendar, et cetera. Helping you identify and group relevant contacts to your business and career.
Zvi Band started Contactually in 2011. It is one of the fastest-growing companies on the INC 5000 list, listed at 513; you’ve raised $17.8 million in investors’ funds. Zvi is active in the Washington, DC Tech Community and created “Proudly Made in DC” to continue the support, of the greater DC community.
Contactually is a software and service company that has grown with its impressive growing and dynamic team. Zvi says his team loves strong coffee, the latest technology, strange internet memes, and accomplishing great things through better, stronger relationships.
Contactually is a leader in business software, Zvi and his team early on recognized software is something, people are forced to use, not enjoy using. This is the challenge. Zvi knew that needed to change. So, his team doesn’t design software products to fit an existing mold; they design it to help people with their work.
Zvi, created a collaborative office space environment to ensure his team would thrive, and do great work. The result is that Contactually is a rapidly growing learning organization that’s constantly seeking to be better for its customers, their product, their team, and our investors.
Contactually is rated very well and is a fantastic software to simplify and automate personal communications with an extensive and loyal network of Real Estate agents using the software. With one click, users, connect their email accounts, and Contactually with its automatic sync of contacts and communication history, makes it easy to stay in touch with contacts and build a robust referral network.
For more on Contactually, visit: try.contactually.com
For more on Zvi Band, visit: https://www.linkedin.com/in/zviband/
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01. Scot Hunsaker of Ardent Group.
Angels, Exits, & Acquisitions
06/08/18 • 19 min
On today's episode, Cliff Locks speaks with Scot Hunsaker of Ardent Group about important aspects to consider when preparing to sell your business.
Scot Hunsaker purchased a small engineering firm operating as a sole proprietorship from his father. That firm, Counsilman-Hunsaker, has designed aquatic facilities, including Olympic venues, all over the world. During his tenure as CEO and owner (and as a non-engineer running an engineering company) , he grew Counsilman-Hunsaker’s revenue by a factor of 10, quadrupled the number of employees, opened 4 new offices in the US and went from being licensed to operate in 10 states to operating in all 50 plus 3 Canadian provinces.
He sold Counsilman Hunsaker to the employees for cash in 2012. He has spoken on the topic of ownership transition and ownership thinking across the US and internationally. He is also the author of 30 published articles. He also serves on several boards of directors. In 2013, he formed Ardent Consulting whose mission is to help CEOs and Business owners prepare for their ultimate transition with a particular focus of teaching employees how to think like owners.
Scott is the author of Heroic Ownership.
Visit http://www.ardentgroup.com/heroic-ownership/ for more information
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FAQ
How many episodes does Angels, Exits, & Acquisitions have?
Angels, Exits, & Acquisitions currently has 87 episodes available.
What topics does Angels, Exits, & Acquisitions cover?
The podcast is about Entrepreneurship, Investing, Podcasts and Business.
What is the most popular episode on Angels, Exits, & Acquisitions?
The episode title '32. Randy Tate, CEO of Flip Investor, Inc.' is the most popular.
What is the average episode length on Angels, Exits, & Acquisitions?
The average episode length on Angels, Exits, & Acquisitions is 35 minutes.
How often are episodes of Angels, Exits, & Acquisitions released?
Episodes of Angels, Exits, & Acquisitions are typically released every 7 days.
When was the first episode of Angels, Exits, & Acquisitions?
The first episode of Angels, Exits, & Acquisitions was released on Jun 8, 2018.
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