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Insights Behind the Deal

Podkast av Trinity Investors

engelsk

Business

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Insights Behind the Deal is your backstage pass to the world of private equity and alternative investing. Hosted by Trinity Investors, each episode unpacks the strategy, relationships, and real-world impact behind the deals that shape industries and communities. From real estate to operating companies, we go beyond the numbers to explore the people, principles, and perseverance that drive long-term prosperity. Whether you're an investor, entrepreneur, or curious listener, this is where access meets insight.

Alle episoder

8 Episoder

episode Fixer‑Uppers, Alignment & the Art of Long‑Term Investing Featuring Tom Burchill, Managing Partner at Seven Point Equity Partners cover

Fixer‑Uppers, Alignment & the Art of Long‑Term Investing Featuring Tom Burchill, Managing Partner at Seven Point Equity Partners

In this episode, Paul Olschwanger chats with Tom Burchill, Managing Partner at Seven Point Equity Partners, for a candid conversation about buying “fixer‑uppers” in high‑growth industrial markets — and what it really takes to create long‑term value in private equity.Tom breaks down how Seven Point identifies companies that have been growing faster than the general economy, why operator quality is the real differentiator, and how alignment between sponsors, management teams, and investors shapes outcomes more than any model ever could.He also shares lessons from deals that didn’t go as planned, the importance of the first 100 days, and the patterns he’s watching across the industrial economy.A grounded, insightful look at discipline, leadership, and the art of building durable businesses.About Tom BurchillTom Burchill is the Managing Partner of Seven Point Equity Partners; a private equity firm focused on high‑growth industrial companies with long‑term expansion potential. Known for his disciplined approach, operator‑first mindset, and commitment to alignment, Tom brings a clear and grounded perspective to building durable value in the lower‑middle market.

20. mai 2026 - 28 min
episode The Art of Presence, Reinvention & Changing Lives Featuring Bob Baumann, Founder of The House of Baumann cover

The Art of Presence, Reinvention & Changing Lives Featuring Bob Baumann, Founder of The House of Baumann

In this episode, Paul Olschwanger talks with Bob Baumann, founder of The House of Baumann, about reinvention, presence, and the power of helping people step into their best selves. Bob’s story is remarkable: he began as a truck driver with no college education, unsure of what his future might hold. Along the way, he discovered a rare gift — the ability to tell a story that moves people. That talent was unleashed through his time with Zig Ziglar, a life‑changing public speaking course, and ultimately the National Speakers Bureau, where he mastered the art of connecting with audiences. But Bob’s true calling emerged later: realizing he could help people transform not just through words, but through how they show up. Today, he’s a visionary and meticulous artist in the clothing world, using craftsmanship and personal presentation to change lives. Bob shares the twists, the lessons, and the moments of courage that shaped his journey — and the vision behind The House of Baumann. A powerful conversation about identity, reinvention, and the art of helping people become who they were meant to be.

21. april 2026 - 33 min
episode Leading with Humility by Learning, Growing, and Being Better, Featuring Steve Cockrell, CEO of Integribuilt Roofing cover

Leading with Humility by Learning, Growing, and Being Better, Featuring Steve Cockrell, CEO of Integribuilt Roofing

In this episode, Paul talks with Steve Cockrell, CEO of Integribuilt Roofing, for a grounded and refreshingly honest conversation about leadership, humility, and the realities of building a trusted brand in one of the most competitive roofing markets in the country. Three years ago, Steve made a pivotal decision: he bet on himself. He stepped into the CEO role at Integribuilt with a belief in his own potential — and that leap has shaped everything since. Today, he leads with clarity, conviction, and a set of four guiding pillars that anchor every decision he makes: •     Company First •     Customer Confidence •     Be Better •     No Ego Steve shares how these pillars guide his leadership, how he builds a culture where ego has no place, and why humility is one of the most powerful tools a leader can bring to a labor‑intensive, customer‑centric business. He also opens up about the partnership with Dan and the Trinity team, and what it means to work with investors who trust him and his team to run the business with autonomy and accountability.

6. april 2026 - 24 min
episode Leading With Purpose in Home Health Care Featuring Matt Murphy, CEO of CareGivers of America cover

Leading With Purpose in Home Health Care Featuring Matt Murphy, CEO of CareGivers of America

In this episode, Paul sits down with Matt Murphy, CEO of CareGivers of America and a four‑time private‑equity–backed CEO, for a powerful conversation about leadership, purpose, and the human side of scaling a mission‑driven organization. Home health care isn’t a typical private equity play. It’s not tied to interest‑rate cycles or market swings. It’s a heart business — one built on dignity, trust, and human connection. Matt brings a rare blend of operational discipline and mission‑centered leadership to a sector where the stakes are deeply personal. Together, Paul and Matt explore what it means to lead in a purpose‑driven industry, how to navigate the natural tension between quality of care and operational performance, and what it takes to integrate 10 companies into one unified mission. Matt also shares a formative leadership lesson from his time as a Naval Officer — a story about mistakes, accountability, and communication that continues to shape how he works with boards today.

27. jan. 2026 - 29 min
episode Vision, Velocity and Values with Todd Platt cover

Vision, Velocity and Values with Todd Platt

In this episode, Todd Platt, CEO of Hillwood Investment Properties, shares more about Hillwood's vision and strategy, his leadership style, lessons learned, commitment to service, and excitement for the future. Todd leads the firm’s investment strategy, capital procurement, and overall operations. Hillwood’s success is rooted in its long-term ownership mindset, deep capital resources, vertical integration, and relentless focus on customer service. That’s why they’ve become the go-to development partner for global leaders like Amazon, Walmart, Target, FedEx, UPS, and Home Depot. Todd’s impact goes far beyond real estate. He’s a passionate advocate for brain health, a longtime supporter of the Center for BrainHealth in Dallas, and a recipient of their Legacy Award. He and his wife Laurie are known for their generosity and belief in lifting others, whether through mentorship, philanthropy, or quiet leadership.

2. des. 2025 - 33 min
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