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Marshall Phelps, MidOcean Partners, An Unconventional Path to Business Building

Written by Sean Mooney | Apr 28, 2026 11:22:45 AM

EPISODE 11

Marshall Phelps, MidOcean Partners, An Unconventional Path to Business Building

 
 Marshall Phelps, a Managing Director at MidOcean Partners, joins the podcast to discuss how private equity firms can stand out in the M&A process, and some investment banking perspectives on the private equity sale process. He also provides insight on value creation as it relates to business growth and discusses his unique experience, intersecting investment banking with private equity.

1:40 Marshall's story
7:27 Investment banking to PE
13:46 Unique perspective on driving value
18:52 How do PE Firms standout in the M&A process
23:05 A seller's perspective on IOI & LOIs
25:25 Biggest opportunities in the investment world
30:11 Marshall's book recommendations
33:47 Marshall's advice to his younger self