Capital Structure

Michael Girdley on HoldCo’s - building, designing, types, starting ones, and examples

Sieva Kozinsky (Enduring Ventures) talking about the Corporate structure for QSBS and microPE.

Sourcing Debt / Equity

Fundraising

QSBS walkthrough and setup

Where are advantages of passthrough entity vs double taxations

Podcast episode -

Building a Permanent HoldCo, microPE at macro

Long term hold in the Berkshire model

Using all equity, primarily
People at the forefront (3 F’s - Faith included)

Basic Step-Up Math and Examples in Search

Preferred returns vs Equity tradeoff

Common / default seeking for investor returns - MOIC, IRR, and Profits

Investor Economics for Self-Funded Search acquisitions

ETA

Acquisitions

SMB