45: The Private Equity Playbook With Adam Coffey

11/16/21 • 67 min

Globally, there is currently about a half of trillion dollars in dry powder, or capital that has been committed by investors but has not been invested or allocated, according to S&P Global Market Intelligence. This means there is a tremendous amount of opportunity for business leaders who are looking to grow their business portfolio or sell their company via the private equity asset class. However, to be effective at maximizing value in the private equity space, business leaders need to have a playbook and understand exactly how it works and who are the players. That's why I'm looking forward to my conversation with Adam Coffey, a CEO who has two decades of experience building businesses for private equity companies.

Adam is an inspiring and authentic leader who creates high-performance cultures and drives transformative growth. Over the past 21 years, he has had the honor of serving as President and CEO of three national private equity-backed service companies, each in different industries.

Adam is an active mentor to MBA candidates and is a regular guest speaker at UCLA. With a diverse background, he has led several commercial and industrial service businesses, is a licensed general contractor, a pilot, a former GE executive, an alumnus of the UCLA Anderson Executive Program, and a veteran of the US Army.

Adam’s first book, The Private Equity Playbook, was released in 2019 and became an instant #1 Amazon Best Seller and private equity cult classic. His second book, The Exit Strategy Playbook was released in September of 2021 and also was a #1 Amazon Best Seller. He was named one of the “Most Influential Leaders” by the Orange County Business Journal for 3 straight years, and in 2021 was named to their prestigious "OC Top 50".

Coffey makes his home in Westlake, TX with his wife and young daughter.
Helpful links:

Free masterclass for business leaders and entrepreneurs: The Surprising Path to Excellence
Take our free Performance Health Score Assessment. Start here
Download the FREE Boosting Your Financial IQ app at the Apple App Store or Google Play Store
Join our SFL Accelerator Program
Check out our free masterclass "The Surprising Path to Excellence".

Disclaimer:
BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.

This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated wi

Coffey makes his home in Westlake, TX with his wife and young daughter.
Helpful links:

Free masterclass for business leaders and entrepreneurs: The Surprising Path to Excellence
Take our free Performance Health Score Assessment. Start here
Download the FREE Boosting Your Financial IQ app at the Apple App Store or Google Play Store
Join our SFL Accelerator Program
Check out our free masterclass "The Surprising Path to Excellence".

Previous Episode

44: Separating Marketing Fact from Fiction With Atul Minocha

When it comes to shaking old habits, we quickly remember the reasons why they became habits in the first place. Whether it’s always been done this way or the risk is low and it leads to a shortcut, marketing is truly it’s own dimension of truths and fallacies. Our guest today, Atul Minocha, author of Lies, Damned Lies and Marketing, backs the notion that while marketing data will certainly show the disappointments of oversold performances, the quality of finesse at which you conduct your marketing strategy is where the value and returns really emerge.

Atul is a partner at Chief Outsiders, a marketing consulting firm that helps CEOs accelerate growth through strategic planning, customer insight, and disciplined execution of well-crafted marketing plans. With experience in startups and Fortune 500 companies like Honeywell, Kodak, and Toyota, Atul works in a wide range of industries, from automotive and healthcare to industrial goods and technology.

Atul has a degree in mechanical engineering from the Indian Institute of Technology Delhi and an MBA from Yale University. He is a professor at the Hult International Business School, a mentor and an angel investor with Sierra Angels, a Vistage speaker, and a Forbes contributor.
Helpful links:

Free masterclass for business leaders and entrepreneurs: The Surprising Path to Excellence
Take our free Performance Health Score Assessment. Start here
Download the FREE Boosting Your Financial IQ app at the Apple App Store or Google Play Store
Join our SFL Accelerator Program
Check out our free masterclass "The Surprising Path to Excellence".

Next Episode

46: Starting Early Financial Literacy at Home With Chad Willardson

Kids soak up information like sponges. With most schools not teaching financial literacy, our young generations are left to their own devices to filter through all they see and hear, with the majority of it stemming from what they witness at home. Kids see their parents argue over and tiptoe around money, as well as base their expectations and sometimes limitations of their own futures off their parents lives. This all culminates into young adults having little to no knowledge on how to manage their finances, break through self-derived limitations and plan for their future responsibly.
That’s why our guest today, Chad Willardson, wrote Smart, Not Spoiled, which lays out ways in which money can become more comprehensible and familiar to children, allowing them to make and learn from mistakes when the stakes are low instead of when they are older and the damage less repairable.

Chad is the President and Founder of Pacific Capital, a financial management business based in Corona. Before founding Pacific Capital, Chad spent 9 years at Merrill Lynch, where he ranked in the top 2% of Financial Advisors nationally as a Senior Vice President and member of the Chairman’s Club. He is a certified member of the National Ethics Association and serves clients as a Certified Financial Fiduciary®, entrusted to manage money for families and businesses. He has been featured in the Wall Street Journal, Forbes, U.S. News & World Report, and NBC News and is the best-selling author of two personal finance books, “Stress Free Money” and “Smart, Not Spoiled.”

He was elected Corona City Treasurer in 2016 and 2020. In 2012, he earned the White House Volunteer Service Award and appreciates the opportunity to make an impact through donating his time and resources to worthwhile causes both in the community and with the church his family attends.

While attending Brigham Young University for a bachelor’s degree in economics, he worked directly with a portfolio manager responsible for $10 billion of investor funds. He also completed the two-year Financial Planning program at Boston University. He is a Guest Lecturer on Investments at Chapman University and has been designated a 5-Star Wealth Manager in both the Inland Empire and Orange County every year since 2012.
Helpful links:

Free masterclass for business leaders and entrepreneurs: The Surprising Path to Excellence
Take our free Performance Health Score Assessment. Start here
Download the FREE Boosting Your Financial IQ app at the Apple App Store or Google Play Store
Join our SFL Accelerator Program
Check out our free masterclass "The Surprising Path to Excellence".

This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult