Selling to private equity is not the end of the journey. It is the beginning of a new phase of growth.
In this episode of the Measure Success Podcast, Carl J. Cox, CEO of 40 Strategy and 40 Accounting sits down with Neel Bhargava, founding partner at NB Group, to unpack how private equity partnerships really work for founder- and Family-owned businesses.
Neel shares how his firm approaches growth-focused Investing, why rolling equity is critical, and how conservative use of debt protects long-term value. The conversation also explores what typically changes in the first 18 months after an investment, including Finance, leadership structure, and strategic planning.
This episode offers clear insight for founders thinking about private equity and operators preparing for their next stage of scale.
Listen now and learn how to build a business that is ready for growth, partnership, and long-term success.
https://www.linkedin.com/in/neelbhargava/
www.nbgroup.us
Carl J. Cox is the CEO and founder of 40 Strategy Inc. Through his career, Carl has been an executive leader and board member with seven different organizations who have grown 2x to 7x with operations in four continents. Early in his career, he started at PricewaterhouseCoopers. He is a certified Gallup Coach for Clifton Strengths.
Carl J. Cox is author of Lost at CEO, An Entrepreneur’s Guide to Strategy, which reached #1 Amazon bestseller in 12 separate categories at launch in May 2023. He is the host of the Measure Success Podcast, where he talks with CEOs, authors, and extraordinary achievers about effective strategies that inspire success in business as well as their personal life. His company donates 10% of their client net revenues towards charitable organizations.
Carl has been married for over 25 years and they have four children. He coached over 20 winning seasons in youth football, basketball, and baseball. Today, Carl enjoys spending time with family and friends, traveling, reading books, and playing golf. He resides in North Plains, Oregon.
