15 NOV 2017 · Join Host Kevin Fechtmeyer and one of the leading CEO Coaches in the Southwest, Marc Sandroff of Cadre Advisors. Marc is a member of our Deal Team 6 and will discuss when, why and how a Founder should engage a CEO Coach. Later they both will interview Eric Keshin, an owner of Great Harvest Bread. Great Harvest has over 200 franchisees nationally baking some of the best tasting bread in the United States. Find out how he plans to grow his business. Marc Sandroff Marc Sandroff has more than 30 years experience as an entrepreneurial executive and private equity investor with a particularly strong track record in health care services and technology. Mr. Sandroff co-founded his first company, a healthcare products distributor, when he was 23 and successfully sold it before he was thirty earning his investors’ a 3X return. He then spent 18 years in the private equity industry, initially in the Private Equity Division of Allstate Insurance, then one of the largest private equity investor in the world. Mr. Sandroff co founded, Essex Ventures, a private equity firm and spent the next 14 years building it to $600 million of capital under management. He was a senior partner of five private equity funds financed by leading institutional investors (including Allstate). In 2004, he formed an entity to provide management services and private equity to growth companies, pioneering the management services approach which combines high level “CEO Coaching” and strategic and operating advisory services with capital investment. During this period, Mr. Sandroff also financed a specialty distribution/information company in which he served as President. In 18 months, this Firm grew from $8 million to a revenue run rate of almost $38 million and was successful sold to Walgreen’s. In 2009, Mr. Sandroff moved to Arizona and continued his management services and investment practice. Mr. Sandroff recently founded Cadre Partners, an Arizona-based Private Equity fund focused on growth investments in companies with $5-15 million in sales. Mr. Sandroff holds a Bachelor Degree from Washington University in St. Louis in social science and a Masters Degree from the University of Chicago, in Strategic Management and Policy. Eric Keshin Before coming to Great Harvest, I spent 30 years working at and running McCann Erickson, one of the largest advertising agencies in the world. At McCann, I spent years launching the AT&T brand (back when it was known as the Bell System), taking Gateway to #1 in consumer PCs, rolling out Lowe’s and Kohl’s nationally, and working on Coca-Cola, Wendy’s, Burger King, Applebee’s and TGI Fridays among many other brands. I have worked as the CMO for HP Personal Systems (Computers and Printing), competing against Apple, and splitting off . . . then not splitting off. And I worked at a startup. So what am I doing here? Well, I have seen many brands and many marketing opportunities in my time. I have been a part of many huge successes, as well as real opportunities squandered for bad reasons out of my control. One thing I do know is that when you do things right, when you are honest and authentic, and you are actually better at what you do than anyone else, then you have every opportunity for success. That is what I see in Great Harvest. A genuine brand that makes: "Bread. The way it ought to be." (That's why I wrote that line!) The way it was done back in biblical times. It’s not some mythical brand with “bread” slapped in its name just to create the impression that it does things the right way. We do it the right way at every step from start to finish, all the way down to taste testing the wheat we hand select from our farmers in the Golden Triangle in Montana.

22 NOV 2017 · Kevin Fechtmeyer interviews Chris Roden of C3 Capital who makes mezzanine debt investments; find out when those kind of deals make sense and for what kind of companies. Kevin and Chris also go through their Hall of Fame of greatest Do’s and Don’ts of Private Equity which entrepreneurs in their quest for capital will find helpful and entertaining. Later on Kevin and Chris will interview Jeff Mastro, CEO of Steak44, an accomplished restauranteur and a C3 investment. Find out what grade Jeff gives to C3. Chris Roden Chris is a Managing Director resident in our Arizona office. Chris is an experienced investment banker, risk manager and private equity investor. His experience spans multiple countries and continents as a former Managing Director for Citibank in the Middle East and North Africa. Based in Switzerland, Chris was also Global Market Manager for Saudi Arabia and Yemen. Following his years at Citibank, he was founder and CEO of Seabridge Capital, LLC in Westport, Connecticut. Seabridge was an alternative investment fund with interests in private equity, real estate, venture capital and mezzanine opportunities. Chris holds a Bachelor of Business Administration in International Business and a Masters of Business Administration in Finance & Investments, both from The George Washington University. Jeffery Mastro Jeffrey grew up in the restaurant business with his father and brother before completing his undergraduate studies at the University of Arizona and then to Law School at University of San Diego. From there Jeffrey moved on to Georgetown University to complete his Tax LL.M. Jeffrey joined the Company in 2002 as the Company¹s president and now CEO. Over the years Jeffrey went through the ranks of management and gained the knowledge he needed to become the President of the Mastro¹s Steakhouse brands and the co-founder of Steak 44. Jeffrey resides in Scottsdale with his wife and three sons.

29 NOV 2017 · Kevin Fechtmeyer, host, interviews Mark Harshbarger, former COO of Philosophy Cosmetics. Hear Mark tell the story of the Company's journey from a $10 million struggling cosmetics maker to a $500 million market leader by the time of its sale to Carlyle Partners. Mark Harshbarger Mark is a Senior Corporate Executive with more than thirty three years of consumer products experience in finance, operations, and general business management. Mark was both the CFO and COO of Philosophy, a leading skin care company. In those roles, he was in charge of finance, accounting, legal, manufacturing, quality control, customer service, human resources, and warehousing. Mark’s leadership and visionary skills allowed him to successfully direct the organization through a rapid growth stage from less than $10 million in annual revenues to about $150 million in annual revenues by 2008. Philosophy excelled in delivering many new products each year and succeeded in several distribution channels. Philosophy won the coveted QVC vendor of the year under Mark’s watch and became a perennial QVC leading vendor ever since. Mark was a key player in the 2007 sale of Philosophy to the Carlyle Group for hundreds of millions of dollars.

13 DEC 2017 · Join Host Kevin Fechtmeyer as he interviews a real live investment banker and corners him on how and why he earns his enormous fees. Later on we will bring in one of David's former clients, Chuck McGonigal, Serial CEO (most recently of Spencers). Chuck will give a candid assessment of why he chose TM Capital and what can go well and what can go wrong with a investment banker led process. David Felts David Felts is a Managing Director at TM Capital Corp., headquartered in our Atlanta office. David’s expertise encompasses a range of transaction types and spans industry verticals including textiles, building products, consumer / retail and industrial services. He is highly regarded as an architect of portfolio company divestitures for many well respected middle market private equity firms and is a frequent panel speaker Prior to joining TM, David was a Managing Director at Brookwood Associates, where for over a decade he focused primarily on middle market M&A advisory. Previously, he was a founding partner at Equity Capital Partners and a Director at Prudential Securities Investment Banking, where he spearheaded the growth of Prudential’s successful Consumer / Industrials Industry Practice Group. David holds an MBA from the J.L. Kellogg Graduate School of Management at Northwestern University and a BA from the McIntire School of Commerce at the University of Virginia. Chuck Mcgonigal Chuck is an expert in operations. He is a visionary and innovative leader leveraging strong business acumen and a market intelligence approach to drive growth in consumer products. He's focused on operational excellence champion enhancing efficiencies, optimizing resources, and delivering improvements in financial performance. International executive with experience expanding markets and leading operations in diverse industries. Lived and worked in China and the Philippines as Group Manager for the multinational Procter & Gamble (P&G) corporation. Mergers and Acquisitions: Chuck led the successful acquisition and integration of multiple businesses. Operations Management: More than 15 years’ success enhancing the performance of domestic and international operations and providing leadership to functional groups, including sales, marketing, manufacturing, IT, and human resources.

3 JAN 2018 · Hear how a successful company uses Amazon to grow sales. Kyle Kantner, President of AirWaves, a leading custom garment printing company, shows the way for companies to leverage their online sales (and how to avoid the pitfalls). Paul Pickard, Serial CEO and member of Deal Team 6, discusses how he manages investments in the brave new world of online marketing. It's a whole new game and you had better be ready to adapt or die. Kyle Kantner As President and Senior Partner it is Kyle’s responsibility to oversee customer, employee, and shareholder satisfaction. Since joining the company in 2009, Kyle has overseen the development of a number of new company projects including the OnDemand Shopify application and a children’s leadership program called Above the Line. Kyle has proved instrumental in ensuring the company’s continued success over the past six years. Paul Pickard Mr. Paul S. Pickard is the Founder and Managing Director of Stewart Capital Management, LLC, a private equity group headquartered in Kansas City. Mr. Pickard sits on the boards of all the Stewart Capital portfolio companies and often utilizes his background as former CEO and McKinsey & Co. strategist to work with company management to draft the company growth plan before an acquisition and aid in executing the plan after acquisition. Before Stewart Capital, Mr. Pickard previously ran American Identity, where he reversed five years of declining sales and profits and led the company to record earnings. American Identity was a large apparel manufacturing and promotional products distribution company, with the largest decorating capacity in the promotional products industry.

10 JAN 2018 · Meet Quinn Williams, of Greenberg Traurig, one of the most experienced deal attorneys in Private Equity. Hear him talk about what landmines to avoid before you start down the path of Private Equity. Quinn Williams Quinn Williams focuses his practice on mergers and acquisitions, public and private securities offerings, venture capital transactions and advising on the formation and funding of emerging companies. Quinn's industry experience includes technology, retail, automotive, media, manufacturing, distribution, real estate and specialty service industries. He serves as corporate counsel for private companies and was formerly general counsel of an international retail franchisor. Quinn advises Boards and Management on capital formation, governance and compliance issues.

17 JAN 2018 · Hear how Allan Flader of RBC Wealth Management, advises Company Founders to handle a large sum of money coming their way after they sell their company. How should they prepare for that? How much do they really need? What other ways they need to adapt their lifestyle, income and assets to meet their post-transaction needs. Most Entrepreneurs need to diversify their assets, but do they really need to sell all the company? Is there a way to sell part of it or just take money out through a dividend or recapitalization? It's a high class problem, but still can be a problem, for Founders who aren't prepared. Allan Flader Allan is responsible for overseeing overall investment strategy, asset allocation and tax minimization strategies for the group. He assesses the risk tolerance of each individual client and determines the appropriate strategic or tactical model for client portfolios. With more than 30 years of experience, Allan is one of roughly 7,300 Certified Investment Management Analysts (CIMA®) nationwide, earning the distinction through the University of Pennsylvania’s Wharton School of Business. Allan holds the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies which is associated with the University of Pittsburgh. He has received formal training in investment fiduciary responsibility.

24 JAN 2018 · Kevin Fechtmeyer will interview Susan Shultz, of the Board Institute, Inc. one of the leading executive search consultants that specializes in recruiting for top level Directors. A good Board of Directors is a critical sounding board for CEO's and Founders and is often one of the most overlooked areas of development. Building a quality team starts at the top. Find out how to pick the right people, avoid the common traps, like packing the Board with "Yes-Men" and "Yes-Women". Find out how diversity can be a strong competitive advantage, not just window dressing. We will top it off by our Hall of Fame worst board stories and best of breed examples to follow. Susan Schultz Susan Shultz founded SSA Executive Search International, Ltd. in 198,is recognized as a leading expert in corporate governance. She authored the highly acclaimed The Board Book, Making Your Corporate Board a Strategic Force in your Company’s Success (AMACOM) and has been featured in the New York Times, The Wall Street Journal, Business Week, USA Today, Strategic Finance, the Economist, CFO Magazine and numerous other media. Susan was a columnist and investigative reporter and has written for numerous other publications. Prior to that, she managed legislation for Rep. William E. Brock in Washington, D. C. Susan received a B.A. in Government and Economics from the University of Arizona and completed all core graduate work in International Affairs and International Economics at George Washington University. She was President of the Arizona Business Leadership Association, a member of SBA’s eight-member National Small Business Development Center Advisory Board and numerous other boards.

7 FEB 2018 · Find out how private equity use debt in their investments. Using the right kind of "L" in an "LBO" can mean the difference between good returns and weak returns (and sometimes between bankruptcy and success). Join Host Kevin Fechtmeyer as he interviews Matt James, a Vice President of Commercial Lending from Alliance Bank of Arizona. Matt has made hundreds of loans, including several to Private Equity Funds who have used them to buy companies. Find out what kind of mistakes Founders make when taking out loans and what they can do to avoid them. Find out how Private Equity can use the lending markets to their advantage in a partnership with their portfolio companies. We will end with our famous "Hall of Fame" and "Hall of Shame" stories of the winners and losers in Private Equity backed deals. Matt James Mr. Matt James has over 15-years of diverse financial services experience in the areas of corporate banking, leverage finance, subordinated debt financing, equipment finance, commercial real estate finance, and franchise finance. Mr. James has completed over $500MM in senior debt financing encompassing management led buyouts, M&A, and various structured debt transactions. Prior to joining Alliance Bank of Arizona’s Middle Market Group in 2012, Matt worked at Comerica Bank for 8 years sourcing, underwriting, and managing business customers across a diverse set of industries. Mr. James holds B.S. in Business Economics / Finance from The University of Arizona.

7 JAN 2019 · Braving the Fires of Venture Capital; Kevin Fechtmeyer interviews serial Silicon Valley CEO, Seth Page.