Episodes

The Think Like an Owner podcast seeks out conversations with small company owners and investors to learn how to acquire and run small companies, with a focus on search funds, micro private equity, and permanent capital.

Episode 24

I continue exploring search funds and with this episode I talk with a searcher who is in the middle of the process and thus is experiencing it’s ups and downs live. My guest, Jules Brenner, runs a self-funded search called Manufacturing Succession and as the name implies is focused on acquiring a manufacturing company.

Episode 22

I’m continuing to focus on specific themes within small company investing and this episode focuses on owner outreach during a search. My guests for this episode are JR De Agostini and Max Artz from Peterson Partners who ran their own search and are now running the search investment fund at Peterson.

Episode 21

My guest today is an anonymous Twitter account named Defensive Capital who I’ve gotten to know over the past few months. True to the account’s name, he works in supply chain in the defense industry and our conversation focuses on opportunities for entrepreneurs and searchers in the industry.

Episode 17

Greg and his partner David Rosner founded a search fund named Footbridge Partners after their time at Harvard Business School and acquired a tour operating company called smarTours.

Episode 13

Will started his career in investment banking and private equity before taking a leap to Southeast Asia to work on startups and software. He finished his time in Asia in Japan where he met his wife and he has since developed a small company acquisition thesis on the Japanese market.

Episode 12

My guests on this episode are Lui Pangiarella and Akram Sabbagh from Second Squared, an emerging search fund accelerator looking to bring the search fund model to Australia for the first time.

Episode 11

My guest is Sam Rosati who, along with his brother Joey, ran a search fund called Pursuant Capital in the Tampa area and acquired a waste management broker called Alpha Dumpsters.

Episode 9

My guest on this episode is Tim Ludwig, managing partner of Ohana Capital in San Diego. Tim is a search fund investor through Ohana and has extensive experience, having invested in 75 deals over his career.

Special Episode

I recently sent out a survey to see what content listeners and readers might enjoy hearing most and many of them said that conversations with authors of books relevant to micro PE would be interesting to them.

Episode 5

My fifth guest of the show is Nick Haschka, an MIT graduate living in San Francisco focused on buying small private companies through his firm Cub Investments, along with two other partners.
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Will Schoeberlein, Golden Southeast

Will started his career in investment banking and private equity before taking a leap to Southeast Asia, where he has since developed a small company acquisition thesis on the Japanese market.

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Tlao cover art 2023 vector

Sam Rosati, Pursuant Capital

My guest is Sam Rosati who, along with his brother Joey, ran a search fund called Pursuant Capital in the Tampa area and acquired a waste management broker called Alpha Dumpsters.

Read More »
Tlao cover art 2023 vector

Tim Ludwig, Ohana Capital

My guest on this episode is Tim Ludwig, managing partner of Ohana Capital in San Diego. Tim is a search fund investor through Ohana and has extensive experience, having invested in 75 deals over his career.

Read More »
Tlao cover art 2023 vector

Nick Haschka, Cub Investments

My fifth guest of the show is Nick Haschka, an MIT graduate living in San Francisco focused on buying small private companies through his firm Cub Investments, along with two other partners.

Read More »