Pathfinder Podcast from Lancer Capital

We talk with a lot of business owners and executives that have created a lot of manual processes, excel spreadsheets, and process workarounds all because they want to avoid a software system conversion.  We have seen firsthand the damage that can be done from a failed system conversion that can leave a business floundering.  However, ERP systems can greatly enhance your ability to track and manage your business, drive process improvement and efficiency, and help you scale.  We discuss when to know it is the right time to pursue a conversion, how to prepare for success, and what to look out for in the process!

Welcome to Episode 4 of the Pathfinder Podcast.  2020 was a year of great challenges, unforeseen obstacles, and many opportunities.  Lancer Capital and Riveter Capital both launched our firms in 2020 amidst a global pandemic and witnessed the many changes that took place in the M&A world.  We discuss launching in 2020, what makes us unique, how COVID impacted us, and how we see our business changing going forward.  Enjoy!

Welcome to Episode 3 of the Pathfinder Podcast.  Thinking about selling your business is often the biggest and most consequential decision of an entrepreneur and business owner's career.  It comes with a significant amount of anxiety, hesitation and emotion and having sound advice and the right support in going through the process is critical.  Being prepared ahead of time is also important to allow for a smooth process and finding the right partner for your business.  We interview Matt Bradbury of Business Acquisition & Merger Associates and Mark Borda of Citrin Cooperman's Transaction Advisory Services Group to gain insight on how to best prepare for the process and ensure success.  Enjoy!

Welcome to Episode 2 of the Pathfinder Podcast.  We often meet business owners that aren't ready to sell or buyers that require financing to complete an investment.  Most often, people focus on bank financing and equity investment but mezzanine debt financing can be an attractive capital source, especially for owners that aren't ready to give up control but need growth capital support.  We interview Colin Raws of Boathouse Capital and Marty McCormick of FNB Mezzanine to gain insight on mezzanine debt and how it can be a valuable financing solution for your business.  Enjoy!

Welcome to Episode 1 of the Pathfinder Podcast.  Hiring is typically the number 1 item we hear when we ask small business owners what their biggest challenges are.  We interview Burt Francis of ECA Partners and Rahul Deshmukh, a successful CEO that has built out management teams, to gain insight on how they manage the recruiting and hiring process.  Enjoy!