A podcast dedicated to the people and ideas of the Middle Market, hosted by Andy Greenberg and Charlie Gifford.
Kip Wallen, SRS Acquiom
SRS Acquiom is known to many for shareholder representation, paying agent, escrow agent and other services that help the parties on both sides complete an M&A transaction. They’re also known for the annual Deal Terms Study and other analysis extracted from their data and experience. It turns out there’s a guy for that! Kip Wallen is SRS Acquiom’s Senior Director for Thought Leadership. Click on this one for a survey of Kip’s Minnesota boyhood and early legal background, how SRSA’s product and service offering is evolving in a changing information landscape, and a surprisingly honest exchange on how people with different life experiences find their place in the M&A community.
Episode 70
Hall without Oates or Oates Without Hall??
Andy left solo at ACG’s DealMAX conference while Charlie attends to a vague personal obligation. PE lawyer par excellence Bruce Fenton steps in as co-host for two discussions close to home. First, Bruce interviews Andy and Graeme Frazier—recipients of ACG’s Legends Award at this year’s conference—about their successful stewardship and sale of GF Data. Then, Charlie’s New Heritage Capital colleague Greg Katz joins to discuss the current positioning of NHC as a non-control investor. Bruce tests Andy and Greg on their knowledge of the absent Mr. Gifford. A niche offering within a niche offering! The MMM team grateful as always to ACG for hosting and facilitating the podcast.
Graeme Frazier and Andy discuss GF Data and receiving the ACG Legend Award
New Heritage Capital’s Greg Katz fills the “yawning” void left by Charlie Gifford’s absence
For the past 15 years, I’ve been an investment banker and a publisher of M&A data. This combination has afforded access to a lot of information on deals. But information alone is not insight. The tagline for this podcast is “people and ideas of the middle market.” Each time out, we ask our guests to share a fresh perspective, to reflect on issues beyond what is on their schedule for the day, and to be good sports with two guys who—as my kids say, “think they are funny.” We hope you find these interviews worth your time.
I’ve worked in the Middle Market for more than twenty years. Over that time I have met some extraordinary people, each with a unique story to tell. While we all know that the world doesn’t need another podcast, Andy and I are hopeful that you’ll enjoy listening and learning about each individual profiled. Half business, half human interest, half insightful, half irreverent. Yes, that’s lots of halves to cover. And aiming to do so in around 30 minutes of time. We hope you will give it a listen, and let us know what you think.