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August 7, 2020
Shifting capital: How Catherine Mott and BlueTree Capital have responded to the pandemic
For BlueTree Capital, the pandemic has put the firm's focus on protecting its portfolio companies. While that's its primary focus, it's not its singular focus....
By Adam Burroughs
May 19, 2020
UBS Market Head Ted Durkin on capital flow, investments, vs. coronavirus
Ted Durkin, managing director and Pennsylvania market head for UBS talks about how the flow of capital has been affected by the pandemic, as well as some of the ways that investors have tried to preserve their portfolios....
By Adam Burroughs
February 27, 2020
Michael Redd: Applying lessons from the NBA to the venture world
Michael Redd is often more concerned about the leaders than the product; if the product isn’t right, the company can pivot. The angel investor and venture partner shares what he's learned about investing and how his experience as a professional athlete in the NBA frames it....
By Jayne Gest
December 17, 2019
BPOC’s Troy Phillips: Wise Dealmakers Have A Plan Before Investing In Health Care
You don’t have to invest in every opportunity you see, says Beecken Petty O’Keefe’s Troy Phillips. Take time to find the right deal....
By Mark Scott
December 10, 2019
Buddy Flerl: Whether investing overseas or in the PE secondary market, people are the key
Buddy Flerl acts as an investor and limited partner in institutional funds in the secondary market, providing liquidity to PE firms. He also has experience investing overseas. In both scenarios, he says, it comes down to people....
By Jayne Gest
December 4, 2019
Stonehenge’s Andrew Bohutinsky: The value of operators with skin in the game
When Stonehenge Partners invests in a business, it’s looking for operators who have skin in the game. This means, as a fund, it often finds the most opportunity through minority recapitalizations, says Managing Partner Andrew Bohutinsky....
By Jayne Gest
November 7, 2019
1315 Capital’s Adele Oliva talks big (and little) picture on the state of health care M&A
Finding investment success isn’t necessarily about being granularly focused on a super-niche sector or subsector. In fact, for Adele Oliva and 1315 Capital, success can be a product of being able to see the bigger picture....
By Adam Burroughs
May 9, 2019
Charles Huebner Digs Deep To Make Investments Deals Work For Clients
The founder of Pointe Capital Management talks about the forces that drove the launch of his investment management firm and the value of being a dealmaking sleuth....
By Mark Scott
April 13, 2018
Umberto P. Fedeli
Umberto Fedeli is a prolific investor who has bought stock in hundreds, if not thousands of businesses, banks and other organizations over the years. We talk with him about his approach to dealmaking and investing, his read on the M&A sector today and the value of being really good at something....
By Mark Scott
January 19, 2018
Next Sparc's Len Pagon Jr.
Next Sparc CEO Len Pagon Jr. shares how he’s learned to be discerning and the importance of Warren Buffett’s rules for investing....
By Mark Scott
