Shows
Acquiring MindsHow to Become an Independent SponsorRegister for the webinars: Where Searchers Go Wrong - Thu Nov 14 - https://bit.ly/3O0im2aLegal Office Hours: Understanding the Waterfall - Thu Nov 21 - https://bit.ly/3O3zqo2Sam Rosati & partners built the Sunbelt's largest commercial fencing contractor in 3 years. But the origins were modest.Topics in Sam’s interview:His background in accounting and lawBeing inspired by Chenmark and Brent BeshoreAcquiring Alpha Dumpsters with his brotherBirth of SMBashOrigin story of SMB LawHow an independent sponsor differs from a self-funded searcherInvesting in a commercial fencing bus...2024-11-141h 43
The Travel Marketing PodcastMulti-Brand Marketing with Jamie StorrsEver wondered how to effectively market multiple travel brands? Jamie Storrs, VP of Marketing at Chenmark, shares his expertise on managing diverse marketing strategies across various travel companies. Learn from his innovative approach and boost your marketing game!2024-07-0427 min
Growth Powered by FareHarborBuying and Selling a Business: What Every Tour Operator Needs to KnowAre you thinking of buying a business or selling one? Or maybe you are just curious what that process looks like? Then this episode of Growth is just for you. Since 2015, Trish Higgins and the Chenmark team have acquired 30 to 40 different businesses including many in our experiences sector. In this episode, Trish reveals some of the lessons learned that will help you buy or sell your experience business. Trish also) provides insight into the deal process as well as the important questions to ask yourself before making the decision to buy or sell. This session wa...2024-01-0552 min
The Fort#312 - Alex Bridgeman - Host @ Think Like An Owner - Studying CEO's, Data Businesses, & Chief of Staff RolesAlex Bridgeman is the host of Think Like an Owner, a podcast focused on how the most ambitious CEOs grow great companies. He started the podcast in 2018 while still in college, and the show has led to exciting opportunities like becoming Chief of Staff at HW Media in March 2022 which evolved into a Director of Data Strategy role at Altos Research, a data company acquired by HW Media in December 2022. Alex has a deep passion for content and data and how each can propel a creator into amazing opportunities they wouldn't have otherwise had. ...2023-10-051h 03The Fort#312 - Alex Bridgeman - Host @ Think Like An Owner - Studying CEO's, Data Businesses, & Chief of Staff RolesAlex Bridgeman is the host of Think Like an Owner, a podcast focused on how the most ambitious CEOs grow great companies. He started the podcast in 2018 while still in college, and the show has led to exciting opportunities like becoming Chief of Staff at HW Media in March 2022 which evolved into a Director of Data Strategy role at Altos Research, a data company acquired by HW Media in December 2022. Alex has a deep passion for content and data and how each can propel a creator into amazing opportunities they wouldn't have otherwise had. ...2023-10-051h 03
Think Like an OwnerEdward Coady - Value in Repetition as CEO - Ep.188Ep.188 - Alex (@aebridgeman) is joined by Edward Coady (@EdwCoady). My guest on this episode is Edward Coady, CEO of Mainely Grass, a Chenmark-owned company he is taking over leadership for from former CEO and past podcast guest Palmer Higgins. Edward joined Chenmark through their GVP (Generalist Vice President) program, the same way past guests Sean Joy and Philip Hussey joined their Chenmark companies as CEO. The GVP program is Chenmark’s CEO accelerator program to get folks first experience in a portfolio company and then as CEO of a new acquisition or current company. Ed...2023-09-1257 min
How2Exit: Buy, Don't Build - M&A of Small BusinessesE140: Building A Diverse And Resilient Holding Company: Lessons From Trish Higgins"This episode was brought to you by Reconciled.com. Helping M&A Entrepreneurs just like you with Bookkeeping, CFO & Controller Services, Outsourced Enterprise Accounting and Tax Services. Reconciled.com"Also Sponsored by www.SmallBizAcquisitions.com/exit - Expert 1:1 mentorship program to help you buy your first U.S. Based Small Business. From training, then funding, and post acquisition support.About The Guest(s):Trish Higgins is a partner at Chenmark Holdings, a family-run business that specializes in acquiring and managing small to medium-sized businesses. With a background in finance, Trish...2023-09-0858 min
Scaleup Valley Podcast301 30+ SMB Acquisitions with Free Cash Flow | Trish Higgins, Partner at ChenmarkIn this episode of the Scale Up valley Podcast, Mike Dias speaks with Trish Higgins, Partner at Chenmark
Building a holding company model
How to grow with a small business acquisition model
Working with businesses to preserve legacies and position companies for long term success.
The importance of having a pipeline of CEOs to lead the portfolio of companies
Buying, owning and operating exciting businesses
Back to basics: radical focus.2023-06-201h 01Think Like an OwnerPhilip Hussey - Designing a Luxury Service Experience - Ep.175Ep.175: Alex (@aebridgeman) is joined by Philip Hussey (@philipdhussey). My guest on this episode is Philip Hussey, CEO of Outerland, a landscape maintenance, new build, and snow removal business in Cape Cod, owned by Chenmark. Philip took the CEO role through Chenmark's GVP program in January 2022. A concept he spends a lot of time thinking about that we discuss in detail is their focus on their internal customer, i.e., the Outerland team. They believe by serving and delighting their internal customers, they will do the same towards their external customers. I...2023-06-1353 minThink Like an OwnerChenmark Series 3: Recruiting CEOs and Future Planning - Ep.165This is the third and final episode in our three-part series on Chenmark, a highly successful small business holding company founded in 2015. Today they have acquired 11 operating companies, completed 30+ acquisitions when including add-ons, and have over 600 employees today. This third episode takes a deep dive into their CEO recruiting function and what has to happen to keep Chenmark on its growth trajectory. We discuss their GVP program where they recruit young hungry leaders to eventually be placed in CEO roles, their GA program for associate-level recruiting, and earning the right to take risks and what that means for...2023-04-041h 11Think Like an OwnerChenmark Series 2: Ethos and Incentives - Ep.164 Please take 2 minutes to complete this audience poll and give feedback on the podcast This episode is the second in a three-part series we are running on Chenmark, a highly successful small business holding company founded in 2015. Today they have acquired 11 operating companies, completed 30+ acquisitions when including add-ons, and have over 600 employees today. This second episode focuses on their operating ethos, culture, and incentive structures. We discuss meeting cadence and formats across the company, the use of debt, CEO incentive models, broad incentives beyond CEOs, and lessons learned from building and maintaining good cultures. I hop...2023-03-281h 03Think Like an OwnerChenmark Series 1: Founding Ideals - Ep.163 Please take 2 minutes to complete this audience poll and give feedback on the podcast This episode is the first in a three-part series we are running on Chenmark, one of the most well-known and studied holding companies in the entrepreneurship through acquisition world. And for good reason! Since its founding in 2015 they have acquired 11 operating companies, completed 30+ acquisitions when including add-ons, and has over 600 employees today. This series is not meant to be a one-stop-shop for everything Chenmark. The Higgins’ have appeared on Invest Like the Best, there is a fantastic case study by A.J...2023-03-211h 06
Acquiring MindsGrowing a Small 1st Acquisition into a Holdco PlatformAndrew Hitchings bought a $250k SDE cooling biz. It has grown 3x and will now fund a 2nd acquisition, with more to come. Topics in Andrew’s Interview:Andrew and his wife bought a home ventilation business in April 2020How 7 months on a motorcycle prepared them for running a business togetherHis history in the Army, business school, and McKinsey & CompanyHow his business partner Max improved employee trainingWhy he looks at the P&L every dayExpanding their seasonal business to a year-round businessHow they mitigated the risk of buying a business with a single employeeThree things a bus...2023-03-061h 26
Awkward Watersport Guys PodcastCreating A Crisis Plan With Jamie Storrs - Episode #105In this episode, the Greg and Kevin chat with Jamie Storrs, the director of marketing for Chenmark, a company that invests in and advises small businesses. With years of experience in crisis management and marketing, Jamie shares his insights on how to develop a crisis plan that will help your watersport business navigate unexpected challenges.Jamie walks us through the steps of creating a crisis plan, from identifying potential risks to developing response procedures and communication strategies. He emphasizes the importance of being proactive in crisis planning and taking a comprehensive approach to risk management. By doing...2023-02-2239 minThink Like an OwnerNick Buchanan - Company Data Dashboards at BUCS Analytics - Ep.154My guest on this episode is Nick Buchanan. Nick and his father founded a data software business called BUCS Analytics in 2006. BUCS builds deep analytical dashboards for CEOs that pull from internal data sources like ERPs, inventory systems, and more. Long-time customer Trevor Flannigan, COO of the Flint Group, introduced us after hearing about my deep curiosity of data companies. Nick and I talk about building the company with his father, building momentum in product development and sticking close to customers, hiring a talented team, and how to find groups and peers to help guide your entrepreneurial...2023-01-1746 minThink Like an OwnerSean Joy - CEO Journey within Chenmark - Ep.152My guest on this episode is Sean Joy, CEO at Buccaneer Pirate and Southern Star Dolphin Cruise, a company owned by Chenmark in Destin, FL that provides seasonal boat tours. Sean was a part of Chenmark’s GVP, the Generalist Vice President program that provides a career track to becoming a CEO at a Chenmark company. Individuals start by working on a couple of projects within the portfolio, then take a non-CEO operating role in a company, before moving to a CEO role. Sean’s background was in control workouts and restructuring, which we talk about to kick...2023-01-0351 min