Entries by Mark Gartner

Michael Kaye Shares Lessons Learned in Interview for Inc.com

Buying or selling a business can be the most exciting and terrifying time for a business owner. Whether you’re starting, growing or exiting a company, it’s important to have the right team to support you at each stage of your business life.

Capital is a Commodity, but Trust is Not

Peter Drucker famously said, “The most important thing in communication is to hear what isn’t being said.” That line is as true today as it was when he was first quoted.

ClearLight Partners Invests in Paul Fredrick

NEWPORT BEACH, Calif. Private equity firm ClearLight Partners announced today that it has made a majority investment in Paul Fredrick, a leading designer and direct-to-consumer retailer of men’s apparel and related accessories. Terms of the transaction were not disclosed.

ClearLight Partners Announces Team Growth with New Principal and Associate

NEWPORT BEACH, Calif.—ClearLight Partners, a leading Orange County investment firm with a seventeen-year track record of investing in private companies and helping them achieve their long-term growth aspirations, is pleased to welcome Doug Scherrer and Matt Fobbe to its growing team. Doug Scherrer will join as a Principal, working to source and execute new investment […]

From Bridesmaid to Bride: How to Win a Sell-Side Mandate from a PE Fund

Here’s a brain teaser for you – if a private equity fund invites four investment banks to pitch for one of their portfolio companies, how many groups will come in second?  Answer: three. All kidding aside, the “you were our next favorite” speech, at best, offers cold comfort to the teams who put in countless […]

The 3 Questions to Ask Someone Who Wants to Buy Your Business

There are lies, damned lies, and things people will tell you when they want to buy your business. If you are a business owner or CEO, chances are that you’ve been approached more than a few times by someone expressing an interest to invest in or acquire your company.  In the off chance you have […]