HoldCo Builders
HoldCo Builders
Podcast Description
The HoldCo Builders Podcast with PrivatEquityGuy is a place where you can find meaningful conversations about holding companies, entrepreneurship, small businesses, investing, and more.Be sure to follow the podcast, so you never miss an episode!
Podcast Insights
Content Themes
This podcast primarily focuses on entrepreneurship, investment strategies, and the mechanics of building holding companies. Key topics include capital allocation, managing acquisitions, and operational efficiencies, with episodes that examine diverse case studies like the journey of acquiring multiple businesses, scaling operations, and strategic decision-making exemplified through guests like Nick Huber and Roman Khan.
The Buyers and Builders podcast with PrivateEquityGuy is a place where you can find meaningful conversations about holding companies, buying and building businesses, entrepreneurship, investing, and more. Be sure to follow the podcast, so you never miss an episode!
Mike Markus ( https://x.com/PrivatEquityGuy ) talks with Kaido Veske of Livonia Partners ( https://www.livoniapartners.com/ ) about Kaido’s journey from working at a mid-cap private equity firm in the US to returning to Europe, raising a fund that now manages nearly $200 million, and completing 16 acquisitions to date.
0:00 Why start a fund
2:56 Wharton and early US exposure
3:39 US finance years and coming back to Europe
6:03 Livonia today: focus and deal size
7:06 Minority and majority deals
7:23 Fundraising as a first-time GP
8:25 Early deals: structuring and fund size limits
10:08 Fund 1 vs Fund 2 evolution
13:38 Sourcing engine and “kill list”
16:00 Small market, big opportunity
20:32 Post-acquisition playbook and cadence
25:55 Thermory case: build, buy, exit
35:43 Mistakes: leverage and market calls
38:28 Fund size ceiling in the Baltics
46:54 Team lessons and alignment
Sponsors:
https://capitalpad.com/ – A deal-by-deal private equity investing platform
https://www.spacebarstudios.co/inquire
This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
Disclaimer
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