PODCAST · business
Electrifying Growth
by Edison Partners
There are moments in a company's growth journey that are undeniably electric. We're here to celebrate those moments and the visionaries behind them. This is Electrifying Growth–an original show from Edison Partners sharing stories to spark inspiration and accelerate growth.
-
73
When Prioritization Becomes a Problem
Is it possible to be too focused? In this episode, Chris Sugden, Managing Partner at Edison Partners explores the flip side of the "bright shiny object" problem: when over-prioritization and excessive processes actually stifle innovation. While most growing companies struggle with distraction rather than too much discipline, there's a real risk as you scale: you become so locked into hitting quarterly targets that product innovation quietly disappears. Chris shares practical benchmarks for spotting this problem early, including how much of your revenue should come from new products and why founders need to protect time for roadmap thinking, even as operational demands intensify. Chris also discusses when a Chief Product Officer becomes essential, how AI tools can actually help with roadmap planning, and why innovation doesn't always mean new products, sometimes it's a new way to bring your existing product to market. In this conversation, you'll learn: How over-prioritization can lead to missed opportunities for innovation The importance of balancing focus with creativity in a growing company Why acquisitions aren't always the best solution for scaling How to evaluate the long-term impact of new products on revenue Key Moments: (00:00) Acquisitions are harder than they look (00:16) Introduction (00:33) Recap of previous episode on CEO distractions (01:21) The "tactical pause" concept from West Point (02:06) Flipping the coin — can a company over-prioritize? (02:59) When does too much playbooking create bureaucracy? (03:53) Innovation suffers when teams are only focused on hitting the quarter (04:44) Measuring innovation: new product revenue as a benchmark (05:44) The role of a CPO in balancing process and creativity (06:38) The tension between too much focus and chasing new ideas (07:36) Acquisitions vs. building — know your customer better than anyone (08:33) Multi-product companies and the need for ongoing innovation (09:18) Go-to-market innovation as an alternative to new products (10:05) 24-month benchmark for measuring new revenue
-
72
Why the Best Leaders Choose Discomfort
What does it take to grow from an engineer into the CEO of a Fortune 500 company? In this episode, Chris Sugden, Managing Partner at Edison Partners, sits down with Rick McKenney, CEO of Unum, to unpack a leadership journey shaped by taking risks, embracing discomfort, and continuously learning. From his early days in GE's legendary training program to leading a public company, Rick shares how saying yes to hard roles and the right mentors can accelerate growth in ways no playbook can. The conversation explores what it really means to lead at scale, including the shift from operator to culture carrier, the importance of board alignment, and how transparency builds stronger organizations. Rick also shares how Unum strengthened its culture through purpose, particularly during moments that tested the business, and how leaders can create environments where people grow by being challenged. From leadership development to AI adoption, this episode offers a practical look at how executives can evolve alongside their companies while staying grounded in purpose and people. In this conversation, you'll learn: Why growth happens fastest when you're uncomfortable How to navigate the transition from operator to CEO The importance of mentorship and seeking out feedback early How strong culture and purpose scale in large organizations Jump into the conversation: (00:00) Introduction (01:05) Rick McKenney's journey from engineering to CEO(03:20) Early career lessons from GE's leadership culture(06:10) Taking risks and saying yes to difficult roles(09:15) Transitioning from CFO to CEO(10:40) Working with and aligning a board of directors(12:30) Building trust and transparency with leadership teams(16:25) Short-term discipline vs long-term thinking(19:10) Building culture through purpose and moments that matter(23:20) Evolving workplace dynamics post-COVID(31:00) How AI is changing the way organizations operate(35:30) Advice for the next generation of leaders(41:50) Final reflections on growth, leadership, and mentorship
-
71
CEOs: It's Time for a Tactical Pause
What if the biggest bottleneck in your company is you? In this episode, Chris Sugden, Managing Partner at Edison Partners, tackles the unintentional bottlenecks CEOs create as they push their companies toward growth. When CEOs are caught in a whirlwind of activity, it's easy to get caught up in the instinct to do more, often leading to chaos rather than progress. Chris discusses how, rather than increasing activity, CEOs should step back, assess the situation, and engage their teams in honest conversations to uncover the root causes of bottlenecks. Drawing on his extensive experience with high-growth companies, Chris emphasizes the importance of slowing down and pausing strategically to gain clarity. This approach, far from being a sign of weakness, helps CEOs regain control, align their teams, and focus on what really matters. In this episode, you'll learn: Why CEOs must resist the urge to "do more" and embrace strategic pauses How slowing down helps identify the true bottlenecks in your business The importance of aligning your executive team to solve problems efficiently Jump into the conversation: (00:00) Introduction and unintentional bottlenecks (01:30) The shiny object problem and CEO overactivity(02:30) How priorities shift and disrupt product roadmaps(03:45) The partnership trap and misaligned incentives(05:15) Evaluating partner ROI and avoiding false opportunities(06:50) Why more activity creates more problems(08:00) The tactical pause and diagnosing funnel issues(10:00) Why executive teams feel the impact of constant change(12:30) The CEO pedestal and the challenge of hearing the truth(15:00) 360 feedback and identifying real team vs. leadership issues(18:30) Resetting with your team and board to drive next-stage growth
-
70
When the Founder Is the Brand: Decision-Making With Celebrity-Level Gravity with Lisa Gersh, MoneyLion
The unpredictable world of entrepreneurship requires the ability to adapt, pivot, and know when to build the right team to fuel growth. On this episode of Electrifying Growth, Chris Sugden talks to Lisa Gersh, a leader who's navigated the intersection of entrepreneurship, media, and celebrity. From founding a law firm to scaling companies alongside icons like Martha Stewart and Gwyneth Paltrow, Lisa shares how strategic pivots and bold decisions fueled her career. In this episode, you'll learn: Why the most successful leaders prioritize hiring people who excel in areas they're not great at, and how it leads to scaling and success. How pivoting and adjusting your strategy is critical when the original plan doesn't work, and why it's important to stay adaptable. How to manage relationships with high-profile personalities, and why it requires a different approach than traditional business leadership. Jump into the conversation: (00:00) Introduction (03:13) Lisa shifting from law to entrepreneurship (04:33) Joining the TV network startup (07:26) Launching a multi-platform vision (08:34) The Oprah Meeting (09:36) Lisa talks about wearing many hats at Oxygen.(12:01) Pivoting after the dot-com crash(13:05) Oprah's Library and convergence(14:30) Dealing with celebrity contracts (15:10) Growing Oxygen and the decision to sell(18:45) Lisa's time at NBC and the Weather Channel acquisition(19:23) Celebrity influence at Martha Stewart Living(21:00) Celebrating Martha's Legacy(25:00) Founder influence and leadership(30:13) Lessons from Gwyneth Paltrow(31:42) Lisa talks about her experiences on boards(35:22) Tips for CEOs engaging their boards(39:55) Holding CEOs accountable(40:58) CEO pitfalls and hiring challenges(43:16) Advice on hiring and managing expectations(45:05) Final career advice
-
69
Habits of Great Leaders
What separates reliable leaders from the rest? In this episode, Chris Sugden, Managing Partner at Edison Partners and host of Sit Down with Sugden, discusses the habits of great leaders in high-growth businesses and why the busiest CEOs are often the most effective. Chris breaks leadership into practical daily habits: staying organized, keeping a to-do list, following through on commitments, and responding quickly. He also covers inbox discipline, the importance of unsubscribing, and how small habits like letting newsletters pile up or living in notifications steal focus. If you've ever felt stretched between being present at work and being present at home, this conversation reframes "work-life balance" and argues for something simpler: being all-in on whatever you're doing at the moment. In this episode, you'll learn: How to build trust by keeping commitments and staying organized How inbox clutter and subscriptions quietly drain your time Why "balance" matters less than being fully present Jump into the conversation: (00:00) Introduction (01:02) Habits of great leaders in high-growth businesses(02:14) To-do lists and delivering on commitments(04:10) Inbox discipline and unsubscribing(06:10) Social media and distraction(09:20) Reframing balance as being present(12:41) The value of checking things off and cumulative to-do lists(13:21) Leading by example and why actions need words(14:36) Building a foundation of presence and follow-through(14:55) Closing thoughts on doing what you want your team to do
-
68
Innovating Payments for Blue-Collar Businesses with Riley Lovingood and Thomas Cecil, PAYRA
Adapting to market needs and staying focused on the mission is crucial for success in FinTech. In this episode of Electrifying Growth, Chris Sugden sits down with Riley Lovingood and Thomas Cecil, the co-founders of PAYRA, a FinTech company revolutionizing payment solutions for blue-collar businesses. They discuss their journey from exploring different markets to finding their niche in the B2B space, the challenges of integrating legacy systems with modern technology, and the importance of building strong partnerships. In this episode, you'll learn: How staying disciplined to your original mission and staying resilient is crucial to scaling a business successfully Why choosing a co-founder and partners who are aligned in vision, work ethic, and commitment to the mission can make all the difference How identifying and solving real customer pain points (especially in legacy systems) while staying capital-efficient and focused, can drive long-term growth Jump into the conversation: (00:00) Introduction to Riley Lovingood and Thomas Cecil (01:27) Overview of PAYRA and its founders' backgrounds (03:40) Thomas Cecil's journey into payments (05:03) Riley Lovingood's journey from football to the payment industry (06:39) Riley and Thomas discuss their initial ventures into various business verticals (08:08) Identifying the pain point in legacy ERP systems for blue-collar businesses (09:56) The technical challenges and innovation in integrating with legacy systems (11:23) Addressing the challenges of underwriting high-ticket transactions (13:30) The technological innovation of validating large invoices through ERP integration (14:28) First customer experience: Troubleshooting and learning from mistakes (16:53) The importance of understanding client environments (17:34) The challenge of staying focused on the original mission while scaling (20:02) Navigating the challenges of growth and staying disciplined (21:06) Thomas and Riley's approach to staying focused on execution (22:18) Riley shares his focus on product-market fit and not forcing business fits (23:28) The transition from a bootstrapped startup to a systemized organization (24:13) Discussing the growth equity vs. venture capital decision (25:48) The importance of finding a true partnership in growth equity (27:01) Riley talks about how Edison Partners understood their market from the start (28:57) The value of ongoing advice from potential investors before partnerships (30:52) Riley discusses how Edison Partners supported them with connections (32:02) Thomas shares advice on choosing a business partner(33:46) Riley talks about the importance of staying focused on high-potential opportunities(37:08) Closing thoughts on the future of PAYRA and the journey ahead
-
67
The Scoreboard Test: Measuring Effort vs Results
Everyone is busy, yet results still fall short. Many leaders mistake motion for progress and only see the gap when numbers miss. In this episode, Chris Sugden, Managing Partner at Edison Partners and host of Sit Down with Sugden, shares why effort-based goals mislead teams. Through years of working closely with operators and executives, he explains how leaders should measure what truly drives the P&L. He outlines how to reset goals so effort consistently translates into measurable business results. In this episode, you'll learn: How to set goals that connect daily work to revenue growth Why every department should be measured on margin impact What signals reveal effort result gaps before numbers miss Things to listen for: (00:00) Introduction (02:11) When performance gets confused with effort (04:58) Goals that reward activity instead of outcomes (06:48) How every department can drive revenue (09:30) Bookings success can still miss the P&L (11:10) What leaders should measure instead of hours
-
66
Re-release: Growing Without Losing Sight of Your People with Shane Kim, Baleon Capital
Can you drive growth without losing sight of the human side of business? This replay episode brings back a standout conversation with Shane Kim, founder of Baleon Capital, who says yes. With over 20 years in growth equity, Shane has built his investment approach around empathy and connection, putting people first. From his early days as an analyst to founding Baleon, he's focused on fintech and healthcare, navigating market cycles and building strong partnerships. Shane and host Chris Sugden revisit the realities of founding a private equity firm, from building resilient teams to handling high-stakes investments in unpredictable markets. In this episode, you'll learn: Using empathy as an investment strategy to build trust and strong partnerships Adapting to market cycles, from the dot-com bubble to today's AI-driven economy Creating long-term value by focusing on collaboration and the people around you Jump into the conversation: (00:00) Meet Shane Kim, founder of Baleon Capital (01:25) Shane Kim's background and founding Baleon Capital (03:44) From analyst to managing partner at Camden (04:50) Leaving stability to become an entrepreneur (07:18) Building a fund from scratch and why execution matters (09:58) What makes an investment journey truly rewarding (11:04) Starting in 2007 and surviving the financial crisis (12:39) Why bootstrapped founders think differently (13:13) FingerCheck and building founder–board trust (23:06) What makes boards effective (and what breaks them) (30:52) Advice Shane would give his 25-year-old self
-
65
The CFO Guide to Smarter Board Prep
How often does your board meeting force you to look back instead of ahead? In this episode, Chris Sugden, Managing Partner at Edison Partners and host of Sit Down with Sugden, discusses why CEOs and CFOs lose entire weeks to board prep that does not help them plan the future. Drawing from decades on more than 50 boards, he explains how to shift reviews out of the boardroom, streamline materials, and make every meeting more useful for the business. In this episode, you'll learn: How the 80/20 rule sharpens board materials and saves valuable prep time Why moving financial reviews outside the boardroom leads to better strategic discussions How twice-yearly reviews of board prep improve alignment and overall efficiency Things to listen for:(00:00) Introduction (01:28) How board prep, budgets, and planning collide (02:19) The 80/20 test for every board deck (03:11) Rear view mirror data vs forward-looking insight (04:46) Monthly or quarterly calls to reduce boardroom noise (05:30) How audit committees streamline financial reviews (06:55) Why reviewing prep time improves every meeting (08:46) What the 20 percent of new material should cover (10:29) How to grade your own board meetings (11:19) A simple question every CEO should ask (12:10) Giving CFOs room to reset expectations
-
64
Leading With Purpose When the Pressure's On with Tom Flick, Tom Flick Communications
Leading a team through change demands the same instincts as an NFL quarterback: read the field, set direction, and earn the trust needed to move as one. On this episode of Electrifying Growth, Chris Sugden talks with Tom Flick, former NFL quarterback and President of Tom Flick Communications. Tom shares how his experience on the field shaped his views on leadership, especially the importance of clarity when people feel uncertain. He explains why resistance to change is emotional, not logical, how urgency is created through shared purpose, and why influence becomes a leader's most reliable tool in complex environments. In this episode, you'll learn: Why emotional buy-in matters more than logic when leading change How trust shapes team behavior in high-pressure environments Why influence keeps teams aligned as conditions shift Jump into the conversation: (00:00) Introduction (03:10) From NFL quarterback to leadership advisor (07:59) Talent is not enough, culture wins (09:42) Leadership vs management (14:32) Complacency and the illusion of urgency (20:30) When someone doesn't want to be on the team (25:55) The quarterback job and winning the day (28:06) Three ways to build real urgency (32:03) The leader's voice and why words matter (37:53) Culture means care and safety drives performance (42:48) A simple way to measure safety and run better meetings (46:20) What Tom would tell his younger self
-
63
The Sales Wake-Up Call
Are you measuring the right metrics to supercharge your sales growth in 2026? In this episode, Chris Sugden, Managing Partner at Edison Partners and host of Sit Down with Sugden, breaks down the critical metrics every sales leader needs to track to fuel durable growth, whether you're raising capital, planning for an exit, or gearing up for 2026. From raising quotas without losing top talent to understanding the magic of revenue per FTE, Sugden offers actionable insights that can supercharge your sales efficiency. Learn how to fine-tune your sales and marketing spend, optimize your CAC payback period, and rethink your pricing strategy to drive real results. This episode is packed with data-driven strategies for building a high-growth, capital-efficient sales engine that can thrive in the age of AI. In this episode, you'll learn: How raising quotas can drive better results, with 26% of top performers surpassing their targets. Why a customer acquisition cost (CAC) payback period under 15 months is critical for sustainable growth. The importance of revenue per FTE, with top companies achieving 2x the revenue compared to their peers. Aligning sales and marketing budgets and fostering collaboration is key to optimizing growth. Jump into the conversation:(00:00) Introduction (00:24) Why sales productivity feels chaotic at year-end (02:20) Higher quotas and what they reveal (03:55) CAC payback as a wake-up call (05:20) Pipeline coverage and go-to-market alignment (06:50) Revenue per FTE in an AI-heavy environment (08:40) What durable growth companies do differently (10:15) The problem with sales and marketing planning in silos (11:50) Pricing, experiments, and avoiding "set it and forget it." (13:40) Final guidance for 2026 planning and key metrics to watch Edison Partners 2025 Growth Indexhttps://www.edisonpartners.com/download-2025-growth-index-0?hsCtaAttrib=190418574900
-
62
Growth Without Shortcuts with Barry Conlon, Overhaul
What happens when your former company becomes your biggest competitor? On this episode of Electrifying Growth, Ryan Ziegler sits down with Barry Conlon, CEO of Overhaul, for a conversation about building one of the most advanced logistics risk management platforms in the world. Barry shares his journey from founding FreightWatch to acquiring it a decade later, all while navigating the challenges of product-market fit, scaling a capital-efficient team, and earning the trust of the world's most demanding enterprise customers. From bootstrapping and board-building to executing two significant acquisitions, Barry shares the decisions that helped Overhaul move from a startup to a category leader. In this episode, you'll learn: Why control and not visibility is the true challenge in supply chain risk How to build a board that pushes you to make better decisions The role of managed services in turning tech into real customer outcomes What it takes to integrate acquisitions without breaking what works Why acting like a startup still matters at scale Jump into the conversation: (00:00) Introduction from Chris Sugden and handoff to Ryan Ziegler (04:25) Lessons from building and selling FreightWatch (07:10) Why Overhaul took a data-agnostic approach (10:45) Building trust with enterprise customers through managed services (13:50) Why high-value, high-risk industries were the beachhead (20:30) The power of knowledge-sharing during a crisis (23:00) Inviting investors into customer conversations (25:45) The role of debt in acquiring Barry's former company (28:20) Global expansion, tech integration, and defensive strategy (31:15) Managing headcount and customer trust post-acquisition (34:00) Using M&A to expand into new adjacencies like auto (43:20) Why vulnerability is a strength for founders (48:15) Sustainable growth, healthy urgency, and blocking distractions (51:30) Final reflections on what made Overhaul's journey work
-
61
Healthy Urgency Can't Be Rushed
Healthy urgency can't be rushed. Chris Sugden, Managing Partner at Edison Partners, discusses what it really means to lead with healthy urgency - the balance between moving fast and staying focused. In this episode, he explores why constant pivots and chasing the "next big thing" often do more harm than good, how to separate meaningful feedback from noise, and why sustainable growth starts with discipline, not speed. Chris shares practical ways to build urgency that's grounded in purpose, avoid the trap of shiny objects, and make confident decisions even when pressure mounts from customers, investors, or your board. If you've ever felt torn between acting quickly and staying the course, this conversation lays out a clear, grounded framework for growing with intention, without creating chaos for your team. In this episode, you'll learn: Why "healthy urgency" is about clarity, not speed How to tell the difference between valuable feedback and distraction The hidden cost of chasing every "if only" customer request Why doing something isn't always better than doing nothing How to build focus and credibility through consistent execution Jump into the conversation:(00:00) Introduction (00:16) What healthy urgency really means (01:34) Balancing ambition, speed, and focus (03:15) The bright shiny object syndrome (04:30) How customer feedback can create confusion (06:00) When to act and when to pause (08:16) Navigating board and investor pressure (10:07) Avoiding reactionary decisions (12:13) Slowing down to go fast (14:10) Building frameworks for healthy urgency (17:29) Finding mentors and sounding boards for better decision-making
-
60
Build Before You Raise with Krish Chopra, NPHub
What happens when an entrepreneur leaves corporate America to tackle a critical healthcare gap? On this episode of Electrifying Growth, Chris Sugden connects with Krish Chopra, founder and CEO of NPHub, to discuss his 10-year journey from bootstrapping the company to securing a $20 million growth investment. Krish shares how his unique path from corporate America to healthcare entrepreneur led to NPHub's success, solving one of the most pressing challenges in healthcare: clinical placements for nurse practitioners. He talks about how the company scaled by staying capital-efficient, focusing on customer experience, and building a culture of innovation. In this episode, you'll learn: The value of bootstrapping and building a business with capital efficiency The role of technology in solving clinical placement challenges Why a $20M investment is accelerating growth while staying true to core values Jump into the conversation: (00:00) Introduction (01:10) Krish's journey from corporate America to healthcare entrepreneur (04:23) The challenge of solving clinical placement gaps (07:30) Bootstrapping the business for 10 years (11:10) Building a company culture focused on customer outcomes (14:05) The impact of NPHub's $20M growth investment (17:40) How NPHub is addressing the nurse practitioner shortage (20:30) The role of technology in transforming healthcare education (24:00) Overcoming challenges in B2B and B2C models (28:15) How fast time to value is key to customer success (32:30) Lessons learned from building NPHub and advice for entrepreneurs (37:00) What's next for NPHub's growth and impact
-
59
Investing in AI-Powered Automation with Kevin Herr, KnowledgeLake
What shifts when a CFO becomes CEO of an enterprise SaaS company focused on automation and AI? On this episode of Electrifying Growth, Chris Sugden sits down with Kevin Herr, CEO of KnowledgeLake, following Edison Partners' recent $65 million investment. Kevin shares how his journey from founder to financial leader to chief executive is shaping the company's strategy as it scales. With a focus on value creation, Kevin discusses how KnowledgeLake is delivering measurable ROI through AI-powered document processing and what it takes to build durable growth from the inside out. He also breaks down the leadership bets he's making, how the team is aligning around customer outcomes, and why a fast time to value remains core to the company's mission. In this episode, you'll learn: Why pricing strategy needs to evolve past cost-plus How AI is unlocking new use cases for document automation What drives a 10x return on automation in enterprise environments Jump into the conversation: (00:00) Introduction (02:20) From CFO and COO to CEO (04:14) Lessons from starting a business with family (05:23) Financial skills that strengthen a CEO's playbook (06:38) Rethinking pricing to capture customer value (09:28) KnowledgeLake's journey from services to software (11:59) What smart document processing means (14:07) How cloud and AI reshape automation (17:43) Customer expectations for AI in enterprise deals (20:38) Proving ROI with fast time to value (27:06) Leading with urgency while scaling teams
-
58
Healthy Urgency Starts with the CEO
Is your company scaling or just sprinting? Chris Sugden, Managing Partner at Edison Partners, explains the concept of "healthy urgency" and why it's a defining trait in high-growth leadership. In this episode, he reflects on lessons from Edison's recent CEO Summit and outlines how urgency can either drive disciplined execution or spiral into chaos when left unchecked. He shares the patterns he sees as companies move from startup pace to scale-up maturity, and the key distinctions between founder energy and operational excellence. If you're a CEO wondering whether your team is following your lead or just chasing chaos, Chris offers a clear lens into what sustainable leadership looks like as you grow your company. In this episode, you'll learn: Why urgency without clarity erodes culture How to recognize when pace is outpacing impact The leadership behaviors that build trust across teams Why every CEO needs to know when to speed up and when to back off Jump into the conversation: (00:00) Introduction (00:51) What defines healthy vs. unhealthy urgency (01:45) Why urgency peaks at $20M revenue(02:29) The danger of being "double-parked"(03:11) How chaos spreads across your org(03:59) Founder pace vs. professional CEO structure(05:37) Trusting the process when growth slows(06:24) Planning cycles and the power of consistency
-
57
Re-release: Even Tiger Had a Coach with Steve Schloss
This re-release of Electrifying Growth features host Chris Sugden from Edison Partners in a conversation with Steve Schloss, Founder of ListenForward & Edison Operating Partner. Steve's unique career path spans Fortune 500s, startups, and nonprofits, all unified by a core focus: how leaders show up and build teams that scale. With experience at Citibank, Time Inc., LivePerson, and USGA, Steve brings a rare blend of left-brain operations and right-brain people strategy. He shares what separates functional teams from transformational ones, the real value of listening as a leadership skill, and why CEOs must evolve from experts to system-level thinkers if they want to grow. In this episode, you'll learn: What most leaders miss when designing executive teams for scale Why listening is the most underleveraged leadership capability How values, mission, and culture need to evolve as your business does What effective coaching really looks like and why it isn't therapy Jump into the conversation: (00:00) Meet Steve Schloss and his career across industries (02:16) From HR at LivePerson to transformation at USGA (10:08) What "you get the team you deserve" really means (13:58) How leaders can relaunch culture with real alignment (20:22) Coaching vs. therapy and the mindset required for growth (24:56) What leaders get wrong about development and accountability Resources: Connect with Steve on LinkedIn: Steve
-
56
Preparing for a Transaction
Thinking about bringing in a private equity partner? Chris Sugden, Managing Partner at Edison Partners, zooms in on the critical decisions founders face when considering a private equity deal. In this episode, he highlights the importance of building relationships with investors, understanding the difference between growth equity and traditional private equity, and knowing when it's time to bring in outside capital. If you're contemplating whether to sell your business or continue scaling, Chris walks through how to engage with PE firms, the red flags to look out for, and how to prepare for post-deal success. In this episode, you'll learn: How PE firms evaluate founders during early conversations The power of building relationships with investors before hiring a banker Why some executives who got you here can't take you further How to shift from founder mindset to commercial mindset Jump into the conversation:(00:00) Introduction (01:38) What Edison looks for in founder CEOs (03:31) The challenge of leveling up your team (05:33) How to map your five-year goals (07:44) Understanding the shift to a commercial mindset (08:59) The importance of feedback before hiring a banker (20:42) Growth vs profitability: which thesis to follow?
-
55
You're Never Wrong, You're Just Late with Mitch Caplan, Yieldstreet
What does it really take to lead through uncertain times while growing with focus and vision? On this episode of Electrifying Growth, Chris Sugden is joined by Mitch Caplan, a fintech pioneer whose career includes CEO roles at E-Trade and Jefferson National, as well as leadership at Telebank and Yieldstreet. With three decades of financial services experience, Mitch brings a rare perspective on building durable businesses across multiple market cycles. He reflects on founding the first branchless bank, scaling through crises, selling to E-Trade, and stepping in to stabilize Yieldstreet as interim CEO. Mitch explains what founders often miss about timing, distribution, and customer trust, and how private markets are being reshaped in real time. In this episode, you'll learn: How Mitch turned Telebank into the first internet bank Why valuation isn't the end goal for building lasting companies What fintech founders should know about navigating downturns and rebounds Jump into the conversation: (00:00) Introduction (04:32) Buying a bank during the RTC collapse (07:15) Building the first internet-only financial institution (09:10) Selling to E-Trade over sushi (13:06) Cutting a billion dollars in costs (17:47) Creating the original E-Trade baby spokesperson campaign (22:40) Lessons from four major financial crises (30:13) Why private markets are the next wave (34:54) Distribution vs. manufacturing in fintech today (42:10) Boardroom best practices for startup CEOs (47:47) The advice that changed Mitch's career
-
54
Before You Sign: What PE Sees that Founders Miss
Chris Sugden, Managing Partner at Edison Partners, shares what really happens when a founder sells to private equity. Drawing on over 20 years of experience and Edison's approach to backing scale-ready leaders, he walks through what signals a founder is fit to stay in the CEO seat – and what doesn't. This episode maps the most common red flags investors spot, the traits they value in high-performing operators, and the decisions that quietly define post-deal success. From talent upgrades to price increases, Chris shares what founders need to think through before raising their hand. If you're asking whether now's the time to sell or stay, this episode will help you get clear. In this episode, you'll learn: How PE firms evaluate founders during early conversations What happens when commercial mindset overtakes founder instinct Why some execs who got you here can't take you further How to know if you're scaling or exiting What to ask before taking outside capital Jump into the conversation: (00:00) Introduction (01:38) What Edison looks for in founder CEOs (03:31) The challenge of leveling up your team (05:33) How to map your five-year goals (07:44) Understanding the shift to a commercial mindset (08:59) Why your answer to this question will predict your role (14:58) Red flags that change the deal (20:42) Top grading and the Larry Ellison approach
-
53
The Power of Influence Over Authority with Ray Lane, GreatPoint Ventures
Ever wonder what separates a good leader from a great one, especially when it comes to scaling companies with purpose and people in mind? In this episode of Electrifying Growth, Chris Sugden sits down with Ray Lane, former President and COO of Oracle, longtime board member at Carnegie Mellon, and a partner at venture firm GreatPoint Ventures. With experience at IBM, Oracle, and Kleiner Perkins, Ray's diverse background offers a unique perspective on business growth and leadership. Ray shares lessons from his blue-collar roots, time in the army, and working with legends like Ross Perot and Larry Ellison. Ray discusses how influence drives results, why venture capital needs more than just funding, and the key to making career-defining decisions. In this episode, you'll learn: How Ray Lane's early values and career path shaped his leadership style and approach to growth Why influence, adaptability, and listening are critical to scaling a business What it takes to be a hands-on, service-minded growth equity partner Jump into the conversation: (00:00) Introduction and early career (03:01) Lessons from McKeesport (03:20) Impact of mentor and values (07:55) Joining the army and IBM (11:47) Path to EDS and Ross Perot (17:51) Journey at Oracle and Larry Ellison (37:23) Transition to Booz Allen Hamilton and Kleiner Perkins (36:38) Venture capital and Great Point Ventures (40:41) Reflections on career and advice (44:02) Golf at Oakmont and closing remarks
-
52
The Shift From 'Growth At All Costs' To Profit
Chris Sugden, Managing Partner at Edison Partners, discusses the mindset shift from growth at all costs to profitable expansion. Drawing from real-time boardroom conversations and Edison's Growth Index data, Chris explains how founders are navigating the new cost of capital and adjusting strategies to stay in control. From pricing models to retention metrics, he walks through what defines a durable business in today's market and why chasing scale without margin is no longer rewarded. If you're wondering how to measure success when funding slows, this episode brings clarity. In this episode, you'll learn: Why capital efficiency is now a competitive advantage What the shift from free money taught high-growth founders How to assess net and gross retention the right way Why timing matters more when you're not forced to transact What makes your company attractive before you ever sell Jump into the conversation: (00:00) Introduction (01:04) The trade-off in high-cost markets (01:52) Shifting from growth to profit (03:28) Durable growth as the new goal (04:19) What scale really looks like (05:51) Rethinking working capital leverage (06:40) Why retention metrics matter (08:20) Own your growth timeline
-
51
A Vision for Economic Empowerment in America with John Hope Bryant, Operation Hope
John Hope Bryant, Chairman, and CEO of Operation Hope, brings a powerful vision to Electrifying Growth, shaped by years of championing financial literacy and economic inclusion in America. Recognized by leaders across the nation, John understands the challenges at both the grassroots and boardroom levels that influence opportunity. The conversation highlights America's unique position in the world, emphasizing that diversity is its greatest strength and the challenges it faces from global competitors. John presents his "Business Plan for America," a blueprint to empower underserved communities, create lasting wealth, and turn hope into action. He addresses the effects of tariffs, demographic changes, and the urgent need for financial literacy in every community. In this episode, you'll learn: Why economic opportunity is the next civil rights frontier How diversity fuels America's GDP and global influence The business case for financial literacy and mentorship Where tariffs fit into the current political and economic moment Tangible ways leaders can help close the financial inclusion gap Jump into the conversation: (00:00) Introduction (03:01) America at a crossroads and collective decisions (05:26) China's economic contradictions and internal unrest (09:10) America's resilience as the global wealth hub (11:24) Civil rights evolution and growing opportunities (16:46) Transforming hope into economic participation for all (21:26) Reframing DEI and measuring results over rhetoric (23:53) Immigrants as key players in entrepreneurship (29:34) Tariffs explained and their effect on consumers (32:28) Reshoring manufacturing and the need for planning (40:53) How business leaders can drive financial literacy (43:38) Education mentorship and the value of exchange Resources: https://operationhope.org/initiatives/the-business-plan-for-america/
-
50
Pricing Smarter For Higher Valuations
Chris Sugden, Managing Partner at Edison Partners, shares a clear message for growth-stage CEOs in 2025: focus on what you can control, and build for durability. In this solo episode, Chris breaks down insights from Edison's annual meeting and latest Growth Index report to explain why sustainable, cash-efficient businesses are outperforming those chasing headline valuations. From managing investor expectations to rethinking working capital strategy, Chris outlines what separates top performers from the rest, and why free cash flow and capital discipline are now at the heart of lasting success. In this episode, you'll learn: Why durable growth matters more than hypergrowth in today's market What investors look for beyond the rule of 40 How working capital efficiency can boost your company's valuation What mistakes SaaS leaders are still making with profitability metrics How to create long-term value by charging smarter and planning better Jump into the conversation: (00:00) Introduction (00:59) How media impacts market confidence (02:25) Focus on what you can control (03:19) What durable growth really looks like (04:58) Using the Growth Index to benchmark success (06:47) Common cash flow mistakes in SaaS (08:31) The truth behind adjusted EBITDA metrics (10:14) Pricing strategies that boost long-term valuation
-
49
Why a Focused Strategy Outperforms Early Capital with Cam Doody, Brickyard
Cam Doody, co-founder of Brickyard, has built his career by focusing on grit and strategic thinking. His path began with Bellhop, a service that redefined moving, and later evolved into Brickyard, a venture studio dedicated to supporting real builders. Brickyard's model stands apart from most early-stage firms, emphasizing focus, commitment, and the hard work needed to scale sustainably. Cam talks about his experience navigating Bellhop's exit to private equity and how Brickyard is designed to help founders block out distractions and stay committed to what matters. In this episode, you'll learn: How Brickyard's approach centers on focus and commitment Why Bellhop's evolution included key pivots and challenges What makes Brickyard's model stand out in a crowded space Why product-market fit is the essential baseline for scaling How Cam stays driven by the thrill of early-stage startups Jump into the conversation: (00:00) Introduction (02:35) Overcoming early obstacles and asset-light strategy (07:02) Private equity sales and pandemic timing (09:04) Brickyard's investment model in Chattanooga (11:20) Fostering an all-in founder culture (13:57) Product-market fit as a first critical milestone (15:44) Cam's drive for building at the zero to one stage (20:40) Prioritizing founder grit over vanity metrics (26:15) Cam's take on Bitcoin and venture capital (33:20) Connecting AI and Bitcoin's impact on the future (36:58) US economy, AI changes, and manufacturing
-
48
The Brand Called YOU—Founder Edition with Chris Sugden, Edison Partners
Personal brand building isn't just for influencers. It's a reality every founder faces, whether they like it or not. In this episode, Chris Sugden, Managing Partner at Edison Partners, unpacks the relationship between personal branding and company growth. Chris explores what it really means for founders to have a "brand," how it can either support or stunt a business, and why ego often becomes a silent threat as companies scale. He reflects on common signals investors pick up during early conversations and how those signals influence future funding decisions. He also looks at what separates truly effective leaders from those who struggle to evolve with their companies. In this episode, you'll learn: How personal branding can help or hurt business growth Why investors look for "we" language instead of "me" When founders should hire leaders better than themselves The risk of mistaking personal success for company success Jump into the conversation: (00:00) Introduction (01:20) The rise of the brand called you (03:34) When personal brand gets in the way of scale (05:42) Spotting ego in leadership communication (08:12) Why investors focus on team over founder (11:23) Hiring leaders who outperform the founder (14:55) Letting your team build their own brand
-
47
Becoming a Category Leader by Staying the Course with Dee Choubey, MoneyLion
Dee Choubey, Founder and CEO of MoneyLion, has spent the last 12 years building one of fintech's most recognizable platforms. But his path wasn't linear. It was shaped by market shifts, strategic pivots, and a deep commitment to using technology to empower everyday consumers. What started as a fintech lender became a multi-product platform, offering everything from banking and investing to education and credit. Along the way, Dee led MoneyLion through the highs of going public, the lows of market skepticism, and ultimately, a billion-dollar acquisition by Gen Digital. Now, he shares how the deal came to life, why it made sense, and what it takes to lead through uncertainty without losing your edge. In this episode, you'll learn: How a casual commercial convo led to acquisition talks What made the CVR deal structure so unconventional Why financial wellness and cybersecurity are more connected than ever The hardest leadership lessons from a decade of pivots How AI is changing fintech strategy and talent decisions Jump into the conversation: (00:00) Introduction (01:55) How the Gen Digital acquisition came together (04:16) Why the CVR structure stood out strategically (07:04) When early partnership talks became something more (10:09) Gen's retention strength and synergy with MoneyLion (12:12) Navigating twelve years of fintech market cycles (14:12) Pivots, pressure, and keeping the team aligned (20:04) Leadership growth and building the right culture (28:18) AI's impact on products and cost structure (34:10) Market shifts, optimism, and Dee's economic outlook
-
46
Are You Raising Money to Spend or to Invest?
Raising capital isn't always the win it seems. In this episode, Chris Sugden, Managing Partner at Edison Partners, challenges the belief that funding fuels innovation. He explores how too much capital can create inefficiencies, dilute focus, and lead to valuation-driven decision-making that hurts more than it helps. Chris shares insights from decades of investing in bootstrapped and capital-efficient companies, highlighting the benefits of constraint, clear ROI, and founder discipline. If you've ever wondered whether more money really means more progress, this episode will make you think twice. In this episode, you'll learn: Why more capital doesn't always lead to better outcomes How bootstrapped businesses outperform through focus and discipline The hidden costs of headcount growth and managerial bloat When spending becomes waste - and how to measure real ROI Jump into the conversation: (00:00) Introduction (01:02) Bootstrapped growth and Edison's investment approach (03:03) Rethinking the Silicon Valley startup playbook (05:32) How excess capital leads to operational inefficiency (08:07) When headcount growth hides real performance issues (10:19) The dangers of ego and valuation-driven identity (12:49) Why founders need mentorship and honest feedback
-
45
The Power of Mentorship, Risk-Taking, and Resilience with Amy Kadomatsu
This re-release of Electrifying Growth brings back an essential conversation with host (at) Chris Sugden from Edison Partners and (at) Amy Kadomatsu, Former CEO and Board Member of Comply, a leader in regulatory technology (RegTech) helping firms navigate compliance with confidence. Amy's career journey is a masterclass in resilience, leadership, and transformation. From investment banking to entrepreneurship, she has built and scaled businesses at the intersection of finance and technology. Now at the helm of Comply, she shares candid insights on leadership in private equity-backed companies, fostering mentorship, and the grit it takes to succeed in high-growth environments. In this episode, you'll learn: The pivotal moments that shaped Amy's career, from Harvard to the startup world How to identify and cultivate valuable mentorship relationships The unique challenges and expectations of leading a private equity-backed company What it really means to have "grit" and why it's a key ingredient for success Jump into the conversation: (00:00) Meet Amy Kadomatsu and her journey to Comply (02:42) The early career lessons that shaped her leadership style (10:00) Understanding mentorship beyond the transactional approach (20:08) The dynamics of private equity-backed leadership (30:00) Advice for future CEOs and entrepreneurs Resources: Connect with Amy on LinkedIn: Amy
-
44
What (Almost) Every CEO Gets Wrong About Boards with Chris Sugden, Edison Partners
A well-structured board can be a game-changer for CEOs, but too often, it's an underutilized resource. In this episode, Chris Sugden, Managing Partner at Edison Partners, challenges the conventional thinking around boards and shares how CEOs can turn them into a strategic advantage. Chris breaks down why independent directors often provide more value than investor-heavy boards, how to avoid the common pitfall of "board amnesia," and why ongoing engagement beyond quarterly meetings is critical. He also discusses the role of lead directors and chairpersons, highlighting how they can drive accountability and alignment. Plus, he explores the fine line between mentorship and coaching—helping CEOs find the right kind of support to navigate growth and leadership challenges. In this episode, you'll learn: Why independent directors bring more strategic value than investors The importance of continuous board engagement beyond meetings How a lead director or chairperson can strengthen governance When executive sessions should be used—and when they shouldn't Jump into the conversation: (00:00) Introduction (02:00) The role of boards in startup and growth-stage companies (05:00) Why independent directors matter more than investors (08:00) The strategic value of a well-structured board (11:00) Avoiding board amnesia and fostering ongoing engagement (14:00) The lead director's role in driving alignment and accountability (17:00) How to use executive sessions effectively (20:00) Coaching vs. mentorship: what CEOs need from their board (23:00) Handling board conflicts and misaligned investors (25:00) Building a high-impact board
-
43
Balancing Mission, Impact, and Commercial Success with Steven Raucher, RapidDeploy
Steven Raucher, CEO and Founder of RapidDeploy, knows what it takes to build, scale, and successfully exit a company. But his journey wasn't just about financial success, it was about impact, resilience, and staying true to the mission. 8 years ago, Steven set out to transform public safety technology, determined to make emergency response faster and more effective. He faced the brutal realities of scaling a startup, learned hard lessons about funding, and navigated the pressures of leading a high-growth company. Now, with RapidDeploy acquired by a strategic buyer, he reflects on the journey: what worked, what didn't, and what founders need to know about building something that lasts. In this episode, you'll learn: The long game: how Steven identified his ideal acquirer years in advance Why mission and market fit are just as important as technology The mistakes most founders make when scaling and fundraising How to transition from founder-led sales to a repeatable growth engine The role of a strong board in making the right strategic moves Jump into the conversation: (00:00) Introduction (01:30) The acquisition and keeping the entire team intact (05:00) How Steven predicted this buyer years in advance (09:00) Balancing mission, impact, and commercial success together (14:30) Early mistakes, fundraising lessons, and startup realities (21:00) Scaling beyond founder-led sales and operational bottlenecks (28:30) How a strong board shaped strategy and execution (34:00) Leadership, resilience, and what's coming next for Steven
-
42
Fixing What's Broken and Building What's Next with Lorne Brown, Lenora Health
Lorne Brown, Edison Director Network Member and Founder of Lenora Health, has built and sold companies, created markets, and now he's tackling one of the biggest problems in the U.S.—corporate healthcare. A longtime entrepreneur, Lorne founded Operative, a leading digital advertising platform, before selling it to private equity and launching Front Stage Ventures, a venture studio designed to scale new businesses through a unique "strategic insertion" model. Now, he's applying that playbook to Lenora Health, his latest startup focused on helping companies regain control of their healthcare spending. In this episode, you'll learn: The right way to define and win a market How to fix a broken system (whether in advertising or healthcare) The power of thinking like an investor and operator at the same time Lessons learned from selling a company, stepping down as CEO, and stepping back in Why paying it forward is Lorne's personal mission This conversation is a masterclass in market-making, leadership, and the mindset it takes to turn inefficiency into opportunity Jump into the conversation: (00:00) Intro (02:00) The 20-year relationship between Lorne and Edison Partners (06:30) How a failed job hunt led to entrepreneurship (12:00) The early days of digital advertising and building Operative (18:00) Selling the company, stepping back in, and doing it again (25:00) Why nobody really owns healthcare inside a company (30:00) Lenora Health's model for driving accountability in corporate healthcare (40:00) What every entrepreneur should know about focus and leadership
-
41
Re-release: Embracing Innovation and Doing Good with Megan Glover, 120Water
This re-release of Electrifying Growth brings back an essential conversation with host Chris Sugden from Edison Partners and Megan Glover, co-founder and CEO of 120Water, a trailblazing platform tackling water quality and compliance issues across the U.S. Originally launched in 2016, 120Water started with a simple idea: direct-to-consumer water testing kits to empower households. Under Megan's leadership, the company evolved into a category-leading platform that supports municipalities and organizations with cutting-edge tools to manage drinking water safety and regulatory compliance. In this episode, you'll learn: The "aha" moment that inspired Megan to leave her corporate career and launch 120Water The complexities of modern water quality challenges, including lead, PFAS, and aging infrastructure How she balances building a socially impactful business with achieving profitability Lessons learned from navigating a male-dominated industry and scaling a mission-driven company Jump into the conversation: (00:00) Meet Megan Glover and 120Water (02:42) The origin story: Why Megan left her job to pursue her vision (05:00) Water quality issues you need to know about today (10:00) The intersection of mission and business in 120Water's journey (20:08) Megan's perspective on leadership and overcoming challenges Resources: Connect with Megan on LinkedIn: Megan
-
40
Balancing Growth and Profitability with Chris Sugden, Edison Partners
2025 is here, and with it comes a mix of cautious optimism and strategic challenges for entrepreneurs and business leaders. In this solo episode, Chris Sugden, Managing Partner at Edison Partners, dives into his perspectives on the evolving business landscape, offering actionable advice for the year ahead. Chris explores the renewed optimism in sectors like FinTech, spurred by regulatory shifts and AI advancements, while highlighting areas requiring careful navigation, such as healthcare IT. He also shares his views on the Rule of 40 as a benchmark for sustainable growth and offers advice on balancing growth with profitability. Whether you're an entrepreneur planning to fundraise, a business leader aiming to scale sustainably, or just curious about market trends, this episode delivers practical takeaways for thriving in 2025. In this episode, you'll learn: How to leverage cautious optimism to make smarter business decisions Why the Rule of 40 matters and how it applies to private companies The importance of balancing growth and profitability in a shifting market Practical tips for managing expectations and planning a successful fundraising year Jump into the conversation: (00:00) Introduction (02:00) The outlook for 2025: cautious optimism and headwinds (05:30) Sector insights: FinTech resurgence and healthcare IT caution (08:45) The Rule of 40 and sustainable growth strategies (12:30) Fundraising tips for entrepreneurs in the current market (16:00) Balancing optimism with strategic execution
-
39
Building Scalable Go-to-Market Strategies with Jim Dicso and Patrick O'Keefe
In this episode, Chris Sugden, Managing Partner at Edison Partners, is joined by Jim Dicso, Founder and Managing Partner at Shoreline SAAS Advisory, and Patrick O'Keefe, Founder at Moher Advisory, to share their wisdom on transforming sales into a structured and scalable process. Together, they share their wisdom on how founders and early sales teams can build scalable go-to-market strategies without losing sight of relationships and creativity. Jim and Patrick have a similar thread in their journeys: they have turned their businesses from a founder-driven model to an engineered machine. They agree there are three foundational boxes a leader should check when trying to scale their organization: Strong sales culture Effective process development Tools like playbooks and frameworks such as MEDIC (to create predictability and efficiency in go-to-market strategies) In this episode, you'll learn: Why early-stage sales teams often mirror the founder's personality, and how to evolve this dynamic for scale How to balance the art of relationship-building with the science of process-driven sales How mapping the customer journey impacts growth and retention Practical ways to align pipeline hygiene with company goals and avoid misallocating resources Why a focus on relationship-building and active listening is more vital than ever in the era of technology-first communication Jump into the conversation: (00:00) Intro (02:00) Unexpected career paths into sales leadership (06:00) Evolving from a founder-led sales model (13:00) The role of CRM and stage-gating in pipeline management (24:00) Building scalable playbooks for consistent wins (36:00) The importance of prioritizing customer success
-
38
Building for the Long Run with Chris Sugden, Edison Partners
Booms, busts, and the "messy middle" - Chris has seen it all. In this solo episode, host Chris Sugden, Managing Partner at Edison Partners, shares his journey of over 25 years from auditor to operator to investor. His operator-first approach and hands-on perspective have helped countless businesses scale effectively, bridging the gap between financial acumen and the human dynamics of entrepreneurship. This episode is an exploration of the realities of scaling a business. Chris opens up about the nuances of building sustainable growth models, the importance of cautious optimism, and the value of pattern recognition in investments. He also shares practical advice for entrepreneurs, such as understanding key performance indicators and knowing when to bring in a growth equity partner. With a final thought that poses the question (and reflection of), "what do you want your exit press release to say about your company?" In this episode, you'll learn: The importance of cautious optimism and healthy paranoia in scaling businesses effectively. Why understanding key performance indicators early can transform your company's growth trajectory. How growth equity partnerships can provide more than capital (and what to look for when finding the right one) Jump into the conversation: (00:00) Intro (01:30) Lessons from moving from auditor to operator to investor (04:00) Why operational experience matters for investors (06:30) Surviving the dot-com boom and bust (08:00) What makes the "messy middle" so challenging (12:30) Spotting patterns for sustainable growth (15:00) Where growth equity fits in the funding lifecycle (18:00) Write your exit pressure (21:29) Investing in undeserved markets
-
37
What Investors Offer Beyond Capital with Michelle McKinnon, Loews Corporation
How can limited partners play a more strategic role beyond capital? Michelle McKinnon, a senior portfolio manager in alternative investments at Loews Corporation, sits down with Chris Sugden to share how to think about the role investors can play in helping companies grow. Together, Chris and Michelle dive into the nuances of being an effective limited partner. From their conversation, you'll understand how to think about selecting fund managers, how CEOs are evaluated, and what it means to navigate long-term investments. If you're curious to foster better relationships between capital providers and operators, then this is one you'll want to save. In this episode, you'll learn: How limited partners (LPs) like Michelle McKinnon evaluate investment opportunities Why the relationship between LPs and general partners (GPs) is key to successful growth investments, How diverse industry experience—across tech, media, and corporate pensions—gives LPs a unique perspective for helping companies scale Jump into the conversation: (00:00) Meet Michelle McKinnon, senior portfolio manager at Loews (01:00) Understanding the role of limited partners (LPs) (02:00) Key types of LPs: pensions, endowments, and insurance firms (04:30) How different LPs approach investments (06:30) Michelle's career path: banking, SiriusXM, Loews (09:00) Lessons from SiriusXM on company culture (12:00) Why strong management is essential to investment success (15:00) Building a "gut" for evaluating people and deals (17:30) What "value creation" truly means for LPs (20:00) How LPs choose the right fund managers
-
36
Growing Without Losing Sight of Your People with Shane Kim, Baleon Capital
Can you drive growth without losing sight of the human side of business? Shane Kim, Founder, Baleon Capital and Fingercheck Board Member, says yes. With over 20 years in growth equity, he's built his investment approach around empathy and connection—putting people first. From his early days as an analyst to co-founding Baleon, Shane has focused on fintech and healthcare, navigating market cycles and building strong partnerships. Shane and host Chris Sugden dive into the realities of founding a private equity firm, from building resilient teams to handling high-stakes investments in unpredictable markets. In this episode, you'll learn: Using empathy as an investment strategy to build trust and strong partnerships Adapting to market cycles, from the dot-com bubble to today's AI-driven economy Creating long-term value by focusing on collaboration and the people around you Jump into the conversation: (00:00) Meet Shane Kim, co-founder of Baleon Capital (01:00) Shane's journey from analyst to managing partner (02:00) Founding Baleon Capital and its early-stage growth focus (03:00) Building investment philosophy and partnership approaches (05:00) The challenges of starting a growth equity firm (07:00) Navigating market cycles and economic challenges (09:00) The importance of empathy in founder-investor relationships (15:00) Making processes more professional for sustainable growth (20:00) Balancing roles as an investor and board member
-
35
How to Scale Through Leadership Transitions with Fingercheck's Joel Kohn & Dan Kazan
In this episode of Electrifying Growth, we explore how leadership transitions can amplify growth in founder-led companies. Joel Kohn, founder and Chief Strategy Officer of Fingercheck, shares his journey of bootstrapping his HR and payroll software company. Now, with CEO Dan Kazan on board, Fingercheck is ready to take on its next growth phase with fresh perspectives and a scalable vision. Joel and Dan share how their collaboration supports growth at Fingercheck, including the balance of product innovation and go-to-market expansion. Learn how founders can effectively hand over operational reins, enhancing company culture and strategic goals. This episode provides valuable insight into the practical and strategic considerations involved in leadership transitions. In this episode, you'll learn: Strategic Leadership Transitions Drive Growth: How bringing in outside leaders can speed up growth while helping founder-led businesses turn their vision into a strategy that scales Addressing the Needs of the Underserved Market: Why niching down and finding your audience—especially the underserved portions—can fast-track your growth Commitment to Serving Your Clients Well is Key: How solving problems for both pieces of your audience—the buyer and their employees, in Fingercheck's case—will lead to higher retention and satisfaction rates Jump into the conversation: (00:00) Meet Joel Kohn, Founder of Fingercheck, and CEO Dan Kazan (02:21) Fingercheck's Mission (04:11) Joel's Journey: Bootstrapping Fingercheck Without Outside Capital (06:43) Building an Attendance System for the SMB Market (09:14) Dan's Experience Stepping into Founder-Led Companies (13:39) Real-Time Payroll and Employee Compensation (16:21) Why Deskless Workers Are Often Overlooked by Technology (19:08) Joel's Decision to Seek Outside Leadership (24:17) Addressing the Unique Management Needs of SMBs (30:38) The Partnership Between Founders and CEOs in Growth-Focused Companies
-
34
Re-release: The Real Life Wendy Rhoades with Julie Moore of YSC Consulting at Accenture
Are you wanting to grow, but wondering if your leadership team is aligned for success? This re-release of Electrifying Growth dives into the critical link between leadership and company performance, especially in high-growth environments. Our guest is Julie Moore, Director at YSC Consulting, part of Accenture's leadership and culture group. With over a decade of experience in leadership strategy, Julie specializes in helping private equity firms and their portfolio companies align their leadership teams for growth. Her background in human capital consulting at Deloitte and HR roles at Warner Brothers provides her with a deep understanding of how effective leadership teams operate—and how they can be optimized. Julie gives us real life examples and helpful insight on how the right leadership team is essential to value creation, especially in a competitive market. Whether you're navigating a leadership challenge or aiming for the next phase of growth, this episode offers actionable takeaways for up-leveling your team's potential. In this episode, you'll learn: How leadership and culture are vital levers for value creation in high-growth companies Why human dynamics and psychological safety are critical to team effectiveness Why both data-driven strategies and personal coaching are key to leadership and team effectiveness Jump into the conversation: (00:00) Meet Julie Moore, Director at YSC Consulting (02:42) Julie's Background in HR and Leadership Development (04:24) Julie's Path to Becoming a Leadership Coach (07:53) The Growing Focus on Leadership and Culture in Private Equity (10:28) How Psychological Safety Drives Team Effectiveness (12:52) Handling Resistance in Executive Coaching (16:54) The Art and Science of Leadership Coaching (20:08) Why Data is Essential in Leadership Development (22:42) Building Trust and Transparency in Coaching Relationships (27:10) Key Advice for CEOs on Scaling and Leadership Resources: Connect with Julie on LinkedIn: https://www.linkedin.com/in/julielindeenmoore/ More about YSC: https://www.ysc.com/
-
33
Revolutionizing the Supply Chain Industry with Barry Conlon of Overhaul
What if I told you the most effective growth equity partners prioritize relationships and empathy over everything? Meet Barry Conlon, CEO and founder of Overhaul, a supply chain security and visibility solutions leader. With over three decades of experience, Barry brings a distinct blend of strategic thinking, hands-on leadership, and empathy to the conversation. His military service experience in Ireland and founding two successful companies in the U.S. has made him known for his focus on building strong, high-performing teams and companies. In this episode, Barry shares insights on the importance of selecting the right equity partner, how company culture plays a crucial role in scaling businesses, and why a people-first approach is essential for long-term success. He also discusses lessons from bootstrapping a company and the challenges of navigating crises like the 2007 financial crisis and the COVID-19 pandemic. Whether you're a business owner seeking capital or interested in leadership, you'll gain actionable insights on adding people-first practices into your company's ethos. In this episode, you'll learn: How Barry Conlon's military background in special ops shaped his leadership style, emphasizing resilience, adaptability, and a people-first approach to building successful businesses. Why understanding the personal motivations of founders and leadership teams is critical when selecting the right growth equity partner. Insights on bootstrapping and scaling companies while balancing capital efficiency, risk-taking, and cultural alignment for sustainable growth. Jump into the conversation: (00:00) Meet Barry Conlon (02:44) Barry Conlon's Special Ops Military Background (08:06)Transitioning to Business & Founding FreightWatch (12:53) Lessons from FreightWatch and Building Overhaul (17:37) Overhaul's Mission and Differentiators (22:44) Integrity and Competition in Today's Supply Chain Landscape (23:38) The CEO's Evolving Mindset (24:13) The Importance of a Strong Board (29:12) Navigating Crises and Black Swan Events (32:17) Hiring and Developing Young Talent (35:59) Reflections and Lessons Learned Resources: Connect with Barry Conlon: https://www.linkedin.com/in/barry-conlon-2158805 More About Overhaul: https://over-haul.com/
-
32
Seeing the Opportunity in Others with Yusuf Qasim, Zelis
Yusuf Qasim, President of the Payments Optimization Business at Zelis, is an accomplished entrepreneur and business leader with over 20 years in healthcare. In their conversation, Chris Sugden, Managing Partner at Edison Partners, and Yusuf discuss his journey from starting his first business at 16 to co-founding and leading successful companies in the healthcare payments sector. In this episode, you'll learn: The importance of coaching and how it fosters critical thinking on your teams The value of 360 feedback sessions to improve company culture How the "Get Shit Done" ethos and a trusting team environment contribute to high performance Jump into the conversation: (00:00) Getting to know our guest Yusuf Qasim, President of the Payments Optimization Business at Zelis (04:31) Yusuf's journey into entrepreneurship at 16 (9:03)Why finding a mentor is critical to growth (13:00) How the role of coaching helps in fostering critical thinking (17:21) Why feedback transforms teams for high revenue growth (24:20) How to create a culture of engagement with trust (30:01) What the role of AI means in transforming healthcare (33:10) How the ethos of "get shit done" has allowed Zelis to reach it's goals (41:00) Yusuf's overall philosophy on business and life Resources: Learn more about Yusuf: https://www.linkedin.com/in/yusufqasim/ More about Zelis: https://www.zelis.com/
-
31
Transforming the Energy Industry Using Sound with Panos Adamopoulos of Seisomos, Inc.
Panos Adamopoulos, the Founder and CEO of Seismos Inc., is an experienced entrepreneur and CEO passionate about high-growth ventures. In today's conversation, we explore Panos's entrepreneurial journey, his service to his country, and the future of digitization in the infrastructure in the United States, especially something as important as the oil and gas industry. Host Chris Sugden, Managing Partner at Edison Partners, talks with Panos about his entrepreneurial journey, beginning with his military service in Greece, through his ventures in China, and culminating in his innovative work at Seismos in the U.S. The conversation covers the impact of his diverse background on his business acumen, the importance of learning from failures, and the significance of mentorship. Panos also discusses the unique challenges of introducing new technology to a traditional market and the pivotal role of real-time data in optimizing industry processes. Listen in to understand how Panos navigates the entrepreneurial landscape, his approach to creating genuine customer value, and the resilient mindset required to overcome setbacks. In this episode, you'll learn: Insights on overcoming setbacks and leveraging failures as stepping stones to success, underscoring the importance of a resilient mindset in the entrepreneurial journey. How Seismos is pioneering advanced acoustic technology to revolutionize the oil and gas industries, offering a glimpse of data-driven resource management and optimization. The evolving nature of mentorship and its critical role in fostering growth, especially within the challenging landscape of high-growth technology companies. Jump into the conversation: (00:00) Introduction to the Electrifying Growth podcast with host Chris Sugden and special guest Panos Adamopoulos (03:01) Panos's background and military service (04:52) His journey into entrepreneurship and founding 3 companies (12:10) The founding of Siesmos (17:17) Panos's advice for smaller companies to be more local first (19:27) Smaller companies need to be agile all the time (21:18) How Seismos is utilizing new technologies (23:17) Find a mentor you trust (26:39) How Panos created and lives up to Seismos values (27:54) What Panos would have done differently if he could go back in time (31:39) Closing Resources: Learn more about Panos: https://www.linkedin.com/in/panosadamopoulos/ More about Seismos, Inc.: https://www.seismos.com/
-
30
Building Something Big and Giving Back with David F. Eisner of Edison Partners
David F. Eisner is a Wall Street executive, high-growth CEO, and entrepreneur with a remarkable journey from lawyer to banker at Jefferies & Company, where he helped grow the firm's market cap from $100 million to $2 billion, to starting his own company with Idealab. David brings a wealth of experience that stretches from hands-on entrepreneurship to navigating roles at high levels of government. Join us as David shares his wisdom, honed over decades of diverse experiences, on this episode of Electrifying Growth. In this episode, host Chris Sugden, Managing Partner at Edison Partners, talks with David about his career path, from the inception and success of TheMarkets.com to his tenure at the U.S. Treasury Department. Their discussion taps into the intricacies of scaling businesses, the significance of team development, and the resilience required to succeed in both public and private sectors. Listen to learn from David's unique narrative as well as strategies that could spark your own story. In this episode, you'll learn: Insights from David F. Eisner's transition from Wall Street banker to successful entrepreneur, highlighting the importance of adaptability and seizing opportunities. How the relentless focus on team development and mentorship at both Jefferies and TheMarkets.com contributed to significant market valuations and long-term success. Strategies for CEOs on preparing teams for scalable growth and leveraging dedicated coaching to drive company performance. Jump into the conversation: [00:00] Introduction to the Electrifying Growth podcast with host Chris Sugden and special guest David F. Eisner [02:01] David's background [06:31] David's transition into entrepreneurship and founding two companies [12:29] Key steps for CEOs transitioning from startup to scale-up [18:32] The power of minding a mentor [23:01] David's experience in the U.S. Treasury Department [28:30] Encouragement for young people to seize opportunities [34:28] Closing Resources: Learn more about David: https://www.linkedin.com/in/david-eisner-5b504442/ More about Edison Partners: https://www.edisonpartners.com/
-
29
It's Never Too Early To Teach Kids About Money with Louise Hill of GoHenry
Louise Hill is the founder and CEO of UK GoHenry, a pioneering app that focuses on providing financial education to children. Under her leadership, GoHenry has grown to serve over 2 million users in the US and the UK, merged with Acorns to expand into Europe, and acquired Pixpay in 2022. Louise, a top female fundraiser and influential advocate for financial education, has raised over $100 million in financing and continues to drive her mission to make every kid smart with money. On this episode of Electrifying Growth, Louise sits down with host Chris Sugden, Managing Partner at Edison Partners, to discuss the founding of GoHenry, its remarkable growth trajectory, and how it has become an essential tool for financial literacy among young people. They discuss the challenges of teaching kids about money, the innovative ways GoHenry engages children through gamification, and the significant impact of early financial education. Louise shares insights from her entrepreneurial journey, including the importance of building scalable business models and learning from setbacks. Tune in to be inspired by Louise's story and gain actionable strategies for achieving electrifying growth in your own ventures. In this episode, you'll learn: How GoHenry's strategic merger with Acorns fueled an expansion into European and American markets. Louise Hill's journey on how GoHenry transformed from a simple prepaid card into a comprehensive financial education tool for kids. Insights from Louise Hill's experience in overcoming significant setbacks and securing vital funding. Jump into the conversation: [00:00] Introduction to the Electrifying Growth podcast with host Chris Sugden and special guest Louise Hill [02:31] Louise Hill's previous business experience in e-commerce, and as an independent consultant [05:01] The Birth of GoHenry and the challenges of teaching kids about money [09:01] Growth and Evolution of GoHenry [12:01] Financial Education and Services provided by GoHenry for different age groups [15:01] Merging with Acorns and International Expansion [18:01] Importance of clarifying roles early and managing expectations [21:01] Mission and Future of GoHenry Resources: Learn more about Louise: https://www.linkedin.com/in/louise-hill-5197614 More about GoHenry: https://www.linkedin.com/company/gohenry/
-
28
The Tech Sector Has Arrived in TN, and It's Ready for Its Close-Up with Stuart McWhorter of TDECD
Stuart McWhorter is the Commissioner of the Tennessee Department of Economic and Community Development (TNECD) and an expert in entrepreneurship, corporate finance, private investing, and public service. Throughout his career, Stuart has impacted countless facets of economic growth, from spearheading nearly 160 projects that have generated over 21,700 job commitments and driven nearly $11 billion in capital investment to leading the Nashville Entrepreneur Center and First Bank Financial Corporation. His background makes him an exceptional leader in the economic development space. On this episode of Electrifying Growth, Stuart sits down with host Chris Sugden, Managing Partner at Edison Partners, to share the multifaceted landscape of Tennessee's economic growth. They discuss the importance of industry diversification, the burgeoning technology sector, and the favorable business environment within the state. Stuart also shares his insights on supporting small businesses and entrepreneurs, Tennessee's collaborative culture, and the growing presence of venture firms and private equity. Hear about the state's economic strategies, personal stories of resilience and grit, and Stuart's vision for the future. Listen in to be inspired and uncover the secrets to fostering sustainable economic growth in today's dynamic market. In this episode, you'll learn: How a leader with a diverse background in healthcare, venture capital, and public service can guide your business toward significant growth and resilience. Why Tennessee's welcoming culture and partnership-oriented approach make it an ideal environment for businesses to thrive and innovate. Stuart McWhorter's vision for diversifying industries and creating high-quality jobs, showcasing why Tennessee is a powerhouse for entrepreneurs and businesses alike. Jump into the conversation: [00:00] Introduction to the Electrifying Growth podcast with host Chris Sugden and special guest Stuart McWhorter [03:22] Being a commissioner and working with other leaders in the state [08:44] Collaborative nature of Tennessee's cities and their collaborative approach to economic development [15:11] Parallels between managing diverse conversations in healthcare and government [16:35] Tennessee's diverse industries [20:27] Importance of diversifying industries to support small businesses and entrepreneurs [22:01] Unionization and high-quality jobs [24:10] Influence of mentors, especially Stuart's father, in shaping his career [27:54] Advantages of doing business in Tennessee [31:16] Advice for young adults: resilience and grit Resources: Learn more about Stuart: https://www.tn.gov/ecd/about-us/senior-staff/senior-staff/stuart-mcwhorter.html More about the Tennessee Department of Economic and Community Development: https://tnecd.com/
-
27
Multiple Paths to Success, But Some Are Harder Than Others with Nick Manolis of GAN Integrity
Nick Manolis is the CEO and a board member at GAN Integrity, a pioneering software company dedicated to helping compliance teams manage evolving risks and stay ahead of regulatory challenges. Nick's dynamic leadership has driven explosive growth and profitability at GAN Integrity, making him a formidable figure in the compliance software industry. With a career spanning from his early days at Deloitte to taking the helm at True Commerce, Nick's journey is a masterclass in leadership and strategic direction. On this episode of Electrifying Growth, Nick sits down with host Chris Sugden, Managing Partner at Edison Partners, to talk about the intricacies of finding the right private equity partner during a majority recap. They explore how PE firms should react to challenges and the importance of openness and transparency in board and investor communications. Nick sheds light on his leadership philosophy, the impact of early mentors, and the crucial role of emotional intelligence in professional interactions. Hear about GAN Integrity's innovative workflow orchestration tools and how they tackle macro trends like political instability. Listen in for an inspiring look at Nick's philosophy of leadership, growth, and the value of human connections in business. In this episode, you'll learn: The importance of emotional intelligence and understanding the human side of interactions to foster a collaborative and supportive growth environment. The significance of personal core values in leadership and how sharing these values with your team can create alignment and drive success within your organization. Insights from Nick's experience on the critical role of clear communication and deliberate interactions, whether leading in-person or virtual teams, to maintain alignment and efficiency in your company. Jump into the conversation: [00:00] Chris Sugden introduces the podcast "Electrifying Growth" by Edison Partners [03:50] Transitioning into a CEO role, learning curves. [08:49] Importance of openness and transparency with boards and investors. [11:45] Emphasizes understanding and addressing emotional aspects in professional settings. [13:09] How to determine if a PE firm is the right fit during a majority recap [16:18] The importance of focusing on the firm's reaction to challenges and the need for openness and transparency [19:26] GAN Integrity and its mission to help compliance teams manage evolving risks [24:36] Importance of humility and the journey of gaining experience [26:22] Emphasis on candid feedback and the philosophy of learning and growth. [29:59] Importance of personal core values and sharing them with the team for common understanding. [34:27] Implementation of a flexible work culture, handling both in-person and virtual teams. [37:17] Personal reflections on the importance of emotional intelligence in his career. Resources: Connect with Nick on LinkedIn: https://www.linkedin.com/in/nicholas-manolis More about GAN Integrity: https://www.ganintegrity.com/
-
26
The High Stakes World of Online Gambling with Charles Gillespie of Gambling.com Group
Charles Gillespie is the charismatic CEO and co-founder of Gambling.com Group. With a wealth of experience in the online gaming and gambling industry, Charles is a visionary leader who has navigated his company through significant milestones, including taking it public in 2021. Known for his expertise in performance marketing and fostering robust industry relationships, Charles brings an impressive track record and inspirational insights to the table. Under his leadership, Gambling.com Group has emerged as a leading provider of digital marketing services within the global gaming sector. In this episode, host Chris Sugden, Managing Partner at Edison Partners, speaks with Charles about his dynamic journey from dorm room to taking a company public. Charles opens up about the early stages of online gambling in the US and other major markets, discussing the pathway to future growth and potential regulatory challenges. Charles emphasizes the importance of passion, resilience, and the right team in scaling a company. In this episode, you'll learn: The invaluable role of maintaining strong personal relationships and fostering teamwork in scaling a successful business, with emphasis on human connections Insights into how flexibility and adaptation can drive long-term growth and stability in companies with strategic pivots and resilience in the face of market challenges The power of aligning business pursuits with personal interests, providing inspiration and actionable advice for young entrepreneurs to monetize their passions effectively Jump into the conversation: 00:00 Introduction to Electrifying Growth with host Chris Sugden and guest Charles Gillespie 04:15 Formation and early focus of Gambling.com Group 08:59 Venturing into China for online gambling affiliate marketing and the subsequent regulatory hurdles 15:01 Financial structuring and investor involvement in the acquisition process 17:25 Importance of grit and resilience despite various challenges 19:43 Impact of the Supreme Court's 2018 ruling and pivoting to the US market 21:44 Discussing growth opportunities and regulatory challenges in online gambling markets 26:06 Importance of taking time to meet up with investors and partners before making big final decision 35:30 Recognition of Charles's resilience and reflections on the company's success. 37:50 Charles's advice to follow passion and curiosity in business
-
25
Empowering People to Make the Best Financial Decisions with Dee Choubey of MoneyLion
"Prioritization and trust in your operators are pivotal for any CEO at a later stage, as they enable you to focus on the strategic tasks that really move the needle for your company." - Dee Choubey Dee Choubey, CEO and Co-founder of MoneyLion, has an unwavering commitment to leveraging tech for financial empowerment. With over a decade of experience in investment banking and an unwavering commitment to reforming financial decision-making, Dee is the guest on this episode of Electrfying Growth where he brings a wealth of expertise in leveraging artificial intelligence and machine learning to revolutionize the banking experience. Dee talks about his journey with host, Chris Sugden from Wall Street to fintech entrepreneur and the challenges of building a business that would ultimately become a public entity amidst a global pandemic. They discuss the transformative impact of technology, specifically AI, in business and how it has propelled MoneyLion to new heights, all without sacrificing the human touch required to be customer-centric. Resources: Connect with Dee on LinkedIn: https://www.linkedin.com/in/deechoubey/ More about MoneyLion: https://www.moneylion.com/
-
24
One of the Most Interesting Men in the World: Saving Lives and Making Money with Steve Raucher of RapidDeploy
In the bustling arena of growth equity and technological innovation, it takes a visionary leader to navigate the tumultuous tides of the govtech market. Enter Steve Raucher, the co-founder and CEO of Rapid Deploy, the trailblazing company reshaping the public safety landscape with its cloud-native software solutions. Steve is this episode's guest on Electrifying Growth with host Chris Sugden. Steve's background defies convention ranging from trading floor prowess in London to high-stakes motorcycle adventuring and a sobering sabbatical with the National Sea Rescue Institute in South Africa. His journey epitomizes the intersection of enterprise and purpose, revealing that the path to impactful business often weaves through the fabric of personal experience. They discuss his leadership ethos and the core principles driving Rapid Deploy's ascendancy in the govtech space. Listen in as we dive deep into the heart of entrepreneurial grit, strategic innovation, and the relentless pursuit of a mission-driven capitalist dream. Resources: Connect with Steve on LinkedIn: https://www.linkedin.com/in/stevenraucher/ More about RepidDeploy: https://rapiddeploy.com/
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
There are moments in a company's growth journey that are undeniably electric. We're here to celebrate those moments and the visionaries behind them. This is Electrifying Growth–an original show from Edison Partners sharing stories to spark inspiration and accelerate growth.
HOSTED BY
Edison Partners
CATEGORIES
Loading similar podcasts...