In a fascinating conversation with Search Party, TransTech co-CEO Sulzer and his investment partner, Dustin Sellers, Managing Partner of ETA private equity firm Next Coast Legacy, share details of Haley's rapid implementation, and how the AI agent has transformed the sales function of North Carolina-based TransTech.
In a fascinating conversation with Search Party, TransTech co-CEO Sulzer and his investment partner, Dustin Sellers, Managing Partner of ETA private equity firm Next Coast Legacy, share details of Haley's rapid implementation, and how the AI agent has transformed the sales function of North Carolina-based TransTech.
In a conversation with Search Party, Megan Webster of law firm Mayer Brown, Max Artz of Peterson Partners and Anthony Walker of Next Coast Legacy share observations about the positive impact a board can have on a lower-middle-market business, and the challenges the Entrepreneurship-Through-Acquisition community faces recruiting board members in a market where top talent is "stretched thin."
In a conversation with Search Party, Megan Webster of law firm Mayer Brown, Max Artz of Peterson Partners and Anthony Walker of Next Coast Legacy share observations about the positive impact a board can have on a lower-middle-market business, and the challenges the Entrepreneurship-Through-Acquisition community faces recruiting board members in a market where top talent is "stretched thin."
Professionalizing the finance function of a lower-middle-market business is one of the most impactful forms of value-creation a new CEO can pursue, according to a panel of Entrepreneurship-Through-Acquisition (ETA) market experts. To learn the importance of the finance function in ETA investments, Search Party convened a conversation between Anthony Walker, Managing Partner at Next Coast Legacy, Sam Swan, CEO of TaskRay, Eric Lougher, CFO/COO of TaskRay, Emily Young, Transaction Advisory Manager at Boulay and Jake Bitz, Consulting Controller at Boulay. TaskRay is an ETA-backed SaaS company that saw its operations transformed when it brought on board Lougher as CFO. The story of TaskRay's professionalized CFO function is at the core of this authoritative, candid and lively conversation.
Professionalizing the finance function of a lower-middle-market business is one of the most impactful forms of value-creation a new CEO can pursue, according to a panel of Entrepreneurship-Through-Acquisition (ETA) market experts. To learn the importance of the finance function in ETA investments, Search Party convened a conversation between Anthony Walker, Managing Partner at Next Coast Legacy, Sam Swan, CEO of TaskRay, Eric Lougher, CFO/COO of TaskRay, Emily Young, Transaction Advisory Manager at Boulay and Jake Bitz, Consulting Controller at Boulay. TaskRay is an ETA-backed SaaS company that saw its operations transformed when it brought on board Lougher as CFO. The story of TaskRay's professionalized CFO function is at the core of this authoritative, candid and lively conversation.
