Financial freedom can feel like a distant dream, but what if it was within your reach? Do you want to boost your profits, elevate your business value, and create an optimal post-exit life path? The Deep Wealth Podcast is the source to exclusive strategies designed to steer you towards extraordinary success.Did you know that a staggering 90% of liquidity events fail? Even "successful" exits often leave between 50% to over Here's a shocking fact: 90% of liquidity events fall short. Even those "successful" exits often leave between 50 to over 100% of value in the buyer's handsAt The Deep Wealth Podcast, we're all about sharing the strategies that paved the way for our founders' 9-figure exit journey. It's time to unleash your deep wealth and enrich both your business and personal life.Subscribe now and take the first step towards your journey to financial freedom:https://iapdw.com/podcast
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episode 156: Investment Bankers Adan Sierra and Rodrigo Zuloga Share Little Known Insights To Help You Capture The Best Deal (#156)
“To look inwards a little bit more and expand the attributes that I really get a lot of benefits from.” - Adan Sierra
Lionfield Capital’s mission is to acquire an outstanding American enterprise and build upon the owner’s legacy and continue providing its existing employees with opportunities to prosper.
Our covenant with you is to offer a professional, pain-free, and expedient selling process.
Managing partner at Lionfield Capital (www.lionfieldcap.com), a private investment firm based out of Miami, FL. Lionfield Capital is a traditional searchfund with ~20 investors comprised of institutional funds, family offices and high-net worth individuals.
Adan Sierra
Prior to Lionfield, I was a Managing Director at Seale (www.sealeassociates.com), a middle-market investment bank based out Washington, D.C. executing a wide array of m&a mandates throughout the U.S. and Latin America for multinationals, private equity firms and family-owned businesses. Throughout my time at Seale, I worked in several dozens of divestitures, acquisitions and varied corporate finance mandates and closed on ~US$3 billion in transactions in different sectors working for companies such as Coca-Cola Femsa, Cemex, and Tyco, to name a few.
Prior to Seale, I worked in the financial services practice at PwC, and served as interim CFO for Western Technologies Inc – both roles in their Mexico offices.
MBA at North
Our fund is backed by high-caliber institutional investors and highly successful executives, and is managed by values-based leaders with a history of overcoming challenges through hard-work, resilience, initiative, collaboration and our signature principles.
Rodrigo Zuloaga is a managing partner at Lionfield Capital (www.lionfieldcap.com), a private investment firm based out of Miami, FL. Lionfield Capital is a traditional search fund with ~20 investors comprised of institutional funds, family offices and high-net worth individuals.
Prior to Lionfield, I was a Principal at Kapok Management, a firm I co-founded to provide consulting and advisory services to small business owners looking to improve processes, grow their business, raise capital, restructure their business or prepare it for a liquidity event.
Prior to Kapok I was the Finance Director at Grupociencia, a distributor of high-tech medical devices with operations in 6 countries across Latin America. At this position I led
Resources To Have You Thrive And Prosper
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Enroll in the 90-day Deep Wealth Mastery program to grow profits, increase the value of your business, and optimize your post-exit life. Send an e-mail to insights{at}deepwealth.com with the words "Deep Wealth" in the subject line for more information.
Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:
https://www.deepwealth.com/thrive
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May you continue to thrive and prosper while remaining healthy ...