Unlocking Private Equity Success: John Caple’s Path From Bain To Hidden Harbor [S2:E7]
In this episode of LeverUp®, we sat with John Caple, the Founding Managing Partner of Hidden Harbor. With over twenty years of private equity investment and operational experience, John shares his journey from his early days at Bain & Company, where he advised Fortune 500 companies and led private equity due diligence, to his […]
Making The Switch From Insurance To Entrepreneurship [Season 2: Episode 5]
Today we sit down with Skylar Romines, founder of ATW Advisors and author of So She Did. In this episode, Skylar shares her 17-year journey in commercial insurance, how she built a thriving consulting firm, and the challenges she faced transitioning from corporate America to entrepreneurship. We dive deep into career-building strategies for women, the […]
From MLB To Millions: Ryne Ogren’s Leap Into Business [S2: E4]
In this episode of the Lever Up Podcast, we sit down with Ryne Ogren, a former professional baseball player turned private equity investor. After a successful career as a shortstop and catcher with the Seattle Mariners and Baltimore Orioles, Ryne made a bold pivot into the world of digital marketing and inorganic entrepreneurship. He […]
The Science Behind Effective Marketing Strategies [S2:E3]
In this episode of the LeverUp® Podcast, we welcome John Maher, founder of Victoriam Group and expert in performance marketing. John breaks down the art and science of data-driven marketing and shares how he helps businesses, particularly in the financial services and lending sectors, achieve sustainable growth by optimizing their marketing efforts and reducing […]
Secrets To Startup Success: $5 Billion Raised With Scott Kelly [S2: E2]
In this episode of Lever Up, we sit down with Scott Kelly, CEO of Black Dog Venture Partners and host of VC Fast Pitch. Scott takes us through his incredible 30-year journey, starting as a runner on the floor of the New York Stock Exchange to founding Black Dog Venture Partners, where he has […]
Art, Wealth, And Cold Calls: Michael Picardi’s Path To Success [Season 2: Episode 1]
In this episode of LeverUp, we sit down with Michael Picardi, a mid-career investor relations professional with a fascinating background. From starting his career in fintech with Masterworks and transitioning to private wealth at Alliance Bernstein, Michael shares valuable insights into the world of finance and investor relations. Join us as Michael discusses his […]
From Special Forces To COO: Leadership Lessons From The Frontlines With Robert ‘Bo’ Plante III [Season 1: Episode 11]
In this episode, we sit down with Swaney Group Capital’s Chief Operating Officer, Robert ‘Bo’ Plante III. Bo’s career spans from Virginia Tech to the State Department in Moscow, followed by distinguished service in both the Marine Corps and the Army Special Forces. Bo shares his journey from military service to private equity, highlighting […]
Wayback Wednesday | Getting The Best Price For Your Business: Expert Advice From Scott Larson [Season 1: Episode 10]
This episode is a re-run from when we sat spoke with Scott Larson, a financial expert with over 15 years of experience in investment banking, private equity, and hedge funds. Scott founded OutFin Group in 2023, which helps founders of $2-$20 million revenue businesses prepare for profitable exits. With a background in investment banking […]
The Evolution Of FinTech: A Conversation With Ryan Harrington | LeverUp® Podcast [Season 1 Episode 9]
Today, we are joined by Ryan Harrington, a seasoned startup investor, advisor, and product manager specializing in financial technology. In this episode, Ryan shares his incredible journey from a private wealth analyst at JPMorgan to becoming a key player in the NYC tech scene. Learn about his extensive experience, including finding product/market fit, defining […]
The Future Of Supply Chains: Expert Insights From Jim Tompkins | LeverUp® Podcast [Season 1: Episode 8]
Today we are joined by Jim Tompkins, the chairman and founder of Tompkins Ventures, and a globally recognized authority on supply chain strategy. In this episode, Jim shares his incredible journey from industrial engineering to becoming a leading figure in supply chain management. Learn about his extensive experience, including starting 15 businesses, authoring 31 […]