PrivateEquityGuy (Mikk Markus)
@PrivatEquityGuy
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Host of HoldCo Builders podcast | Investing in traditional profitable businesses. Tweets about the process.
Deals & updates by email 👉
Joined December 2019
Big year coming in boring biz. While everyone’s heavy on AI, Web3, NFTs. We buy metal for $250 -> create cogs and gears -> sell them for $4,000 It feels like 1997. When the Dot-com bubble happened. Exciting!
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A gentleman with a recent $20mm post-tax exit gets a little overconfident... Deciding to aggressively redeploy the capital. A year goes by...and his assets had fallen to less than half. In the name of "diversification", he allocated to venture capital, a luxury condo, and
You’ve built something very valuable for a private equity group to acquire. You’ve either started a company from scratch or acquired one; you then operated and scaled it. After 5-10+ years, you sold a majority to a PE firm (cash and rolled minority equity); then several more
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A gentleman with a recent $20mm post-tax exit gets a little overconfident... Deciding to aggressively redeploy the capital. A year goes by...and his assets had fallen to less than half. In the name of "diversification", he allocated to venture capital, a luxury condo, and
You’ve built something very valuable for a private equity group to acquire. You’ve either started a company from scratch or acquired one; you then operated and scaled it. After 5-10+ years, you sold a majority to a PE firm (cash and rolled minority equity); then several more
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“A man with a father's voice.” Someone describing an older gentleman whose life's work wasn't to acquire and invest in "boring" cash-flow businesses for a living, but who was a lifelong student, researcher, writer, and teacher... Dr. Thomas Sowell. Yesterday late evening I was
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MODERATOR: Are you willing to commit to NOT raise the sales tax? MIKIE SHERRILL: I'm not going to commit to anything right now. On Nov. 4, vote NO on Mikie Sherrill. ❌
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Links to the episode: Apple podcast: https://t.co/BuCWT3KRRt Spotify: https://t.co/HPJRBfuZWX YouTube:
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You’ve built something very valuable for a private equity group to acquire. You’ve either started a company from scratch or acquired one; you then operated and scaled it. After 5-10+ years, you sold a majority to a PE firm (cash and rolled minority equity); then several more
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I believe if we take two people who graduate with the same resume: One works from home... The other walks into an office every morning, surrounded by people whiteboarding ideas, arguing about strategy, and pitching clients. After one year, they look similar. After five,
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Extremist ideological movements are exploiting America’s homelessness crisis. "This report demonstrates in stunning detail how fringe groups are co-opting the homelessness issue to amplify radical ideologies."~ Bruce Chapman, Chairman of the Board Discovery Institute
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This last quarter, Jack got 10 businesses under contract. “But we have demand for so much more.” We were messaging back and forth a moment ago. And did I mention he’s only 22 years old!?
Is this the ultimate Holdco model (built by a 25 year old)? How Jack does 10+ deals per year $8m in revenue and $2.5M in EBITDA 1. Stop chasing $250k and build something that pays you $2M 2. Integration starts at LOI, not after the deal closes. 3. We give you money, show
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Australian billionaire, the founder of Hungry Jack's franchise in Australia with 400+ locations: “Most satisfied people I know have control over their own lives and affairs…”
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He has probably seen a lot, but he still made the best investment of his life by acquiring a 117-year-old chemical mill in a small town called Spartanburg (population: 39,606). Reggie: "The opportunity: Baby Boomer owners are retiring, and there are many Moretex-style businesses
"No one owns places like this. I wanted to show you true American manufacturing: a 117-year-old chemical mill I just acquired." Today’s guest, Reggie Pryor Jr. (@reggie_pryor_jr), began his career in his early 20s under the mentorship of Jimmy Gibbs. Jimmy is a textile magnate
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The most profitable business. Go. Mine: An ugly VPN review site made $9.3M in 2021 with 90% margin
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Are you looking for the best IT Service provider in the country? Get in touch with our expert team to learn how we can help your business!
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Best accounting class: Spend three to four weeks trying to manage the cash flow position of a small sub-$1M EBITDA business.
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Many private equity firms would want this... How did you find such a deal? “Show up in person. I found Moretex by driving over to buy chemicals, not by sending someone." With such a company: - 100+ years of history - no salesperson for 31 years - a chemical plant with all the
"No one owns places like this. I wanted to show you true American manufacturing: a 117-year-old chemical mill I just acquired." Today’s guest, Reggie Pryor Jr. (@reggie_pryor_jr), began his career in his early 20s under the mentorship of Jimmy Gibbs. Jimmy is a textile magnate
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So far only two to three buyouts haven't closed(not because of the investors or buyers,but because of the sellers) Many investors have invested in more than two deals; one even invested in all eight. Building their own holdco Highly suggest looking at the platform they've built
Here is the link if you want to look at deals, invest yourself, or raise equity for your own buyout: CapitalPad is connecting accredited investors with acquisition entrepreneurs to power the next generation of SMB ownership. https://t.co/LQmewIxH68
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This is beyond awesome. I reached out to a gentleman who has acquired 20+ companies over the last 3-4 years and built a 9-figure portfolio. I invited him to the podcast so he could share his story and lessons, and he immediately replied that he'd love to come on. He even said
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Link to the episode in which Reggie explains how he acquires distressed companies (often paying 20 to 30 cents for every dollar): Apple Podcast: https://t.co/4JJJiIRZEv Spotify: https://t.co/GXXqJeXKUG YouTube:
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"No one owns places like this. I wanted to show you true American manufacturing: a 117-year-old chemical mill I just acquired." Today’s guest, Reggie Pryor Jr. (@reggie_pryor_jr), began his career in his early 20s under the mentorship of Jimmy Gibbs. Jimmy is a textile magnate
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How To Copy The Best Investors American hedge funds with over $100mm in assets under management are required to report their holdings four times per year. My next guest on HoldCo Builders (a semi-retired 30-year-old) has compiled a list of lessons and analyses from the most
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I just received an email that made my day. One of my recent podcast guests (20+ acquisitions & $350mm in enterprise value) bought a property in a historic city in Northern California with his parents so their 4 going on 5 kids can walk up the hill from their house to theirs.
Every time I travel to my moms place with my family I see this local old-school energy business owner. He’s in his late 70s and has won in life. Big time. His son took over the family business while the old man bought large land and built houses for himself and his son. The
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Here is the link if you want to look at deals, invest yourself, or raise equity for your own buyout: CapitalPad is connecting accredited investors with acquisition entrepreneurs to power the next generation of SMB ownership. https://t.co/LQmewIxH68
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If we take Dick Smith, the CEO of General Cinema Corporation, modesty, low visibility and understated offices in suburban Boston far away from Hollywood and Wall Street. Page 161 of The Outsiders “General Cinema operated with a very lean corporate staff. The company had its
Families have been doing this for generations, but why are they travelling all the way to Aspen to do it? I am reminded of the book, The Outsiders - 1st generation business builders who may have had millions or even billions in value, but chose to work in a nondescript office
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