Listen on


The Private IPO: The Wisdom of Being Horizontally Focused.

In our tenth episode, we welcome a new friend in the business (and podcast competitor) Charlie Gifford, Senior Partner at New Heritage Capital as our guest.

Among their many beer stories, Scott and Charlie discuss Boston and Chicago, his career path, being a generalist in a world of specialist PE firms (The Private IPO), leaning into brand and the cadence of effective marketing, and amazing travel experiences.

We know you’ll enjoy their convo.

Charlie’s Bio
Charlie co-founded New Heritage Capital in 2006 and has been investing private equity in founder-owned, lower middle market businesses for 21 years. Charlie leads the firm’s origination practice, focusing his efforts on generating new investment opportunities and developing and maintaining intermediary relationships.