Insights

In this episode, I’m joined by Peter Cook of Everingham & Kerr, a mergers and acquisitions advisory firm that specializes in providing intermediary services for lower-middle market companies and entrepreneurs. Peter will share his philosophy around transparency and will also discuss: Mentioned in this episode: Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and founder of Rubicon M&A Insurance Services, now a proud member of the Liberty Company Insurance Broker Network. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions, and we’re all about one thing here. That’s a clean exit for owners, founders and their investors. Today I’m joined by Peter Cook, Director of Everingham & Kerr. Founded in 1988, Everingham & Kerr is a merger and acquisition advisory firm that specializes in providing intermediary services for lower-middle market companies and entrepreneurs. And if anybody has been lucky enough to be on Everingham & Kerr’s feed showing their activity, they are prolifically active in the lower middle market M&A space. So it’s a real treat to have you. Peter, thanks for joining me today. Peter Cook: Thanks so much, Patrick. Appreciate it. Patrick: Now, before we get into Everingham & Kerr and just this voluminous amount of work that you guys are doing, let’s start with you. How did you get to this point in your career? Peter: Well, it’s been an interesting ride, Patrick. I started out as an attorney, way back when, and practiced for about five years. Was a member of the New Jersey Bar, and really was disenchanted with what I was doing. It wasn’t very exciting for me. And lo and behold, went to a Christmas party met somebody that was a big investor in a startup company in the mid 90s. And very shortly

In this episode, I’m joined by Doug McCormick, Managing Partner and Chief Investment Officer of HCI Equity Partners. He’ll give an inside look at his firm, which partners with family and founder-owned manufacturing, services, and distribution companies in the lower middle market. Doug will break down his firm’s unique strategy that transforms businesses through 3 initiatives. He’ll also share: Why human capital is a gamechanger How his firm’s history has shaped its strategy Why building a team is an art, not a science Insights about helping business owners build legacies And more Mentioned in this episode: https://www.hciequity.com/ https://www.linkedin.com/in/douglasmccormick/ Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and founder of Rubicon M&A Insurance Services. Now a proud member of the Liberty Company Insurance Broker Network. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions. And we’re all about one thing here. That’s a clean exit for owners, founders and their investors. Today, I’m joined by Doug McCormick, managing partner and chief investment officer of HCI Equity Partners. Based in Washington, DC, HCI Equity Partners is a lower middle market private equity firm focused on partnering with family and founder-owned manufacturing services and distribution companies. And Doug it’s a great pleasure to have you. This is a much celebrated HCI Equity. Welcome to the podcast today. Doug McCormick: Hey, thanks so much, Patrick. I appreciate you having me on. And I look forward to the discussion. Patrick: Fantastic. Well, now, before we get into HCI Equity Partners, let’s set the table here with you. What brought you to this point in your career? Doug: Sure, sure. So first of all, I’ve been in the private equity industry for a little more than 20 years. I think, like many of your other guests, my