Did I Mention We Work With David Robinson E40

Did I Mention We Work With David Robinson E40

RedNest Partners is a private investment firm investing exclusively in small, privately-held companies. With more than 25 years of experience investing in, supporting, advising, owning & operating small businesses, they have a strong appreciation for the opportunities and challenges faced by these entrepreneurs.

Dave Krasne has a knack for engaging the audience about really important topics and at the same time making things very interesting. He shares some great insights about what independent sponsors are looking for in deals, as well as Red Nest’s unique approach to working with entrepreneurs and their companies.

RedNest Partners is a private investment firm investing exclusively in small, privately-held companies. With more than 25 years of experience investing in, supporting, advising, owning & operating small businesses, we have a strong appreciation for the opportunities and challenges faced by these entrepreneurs.

We employ a patient approach aimed at building sustainable businesses with long term growth prospects. Short term decision-making and chasing quarterly results run contrary to building real value. RedNest supports management teams in delivering value for all stakeholders in a business: customers, employees, managers, and investors.

Dave Krasne has spent the bulk of his career evaluating and executing principal investments, as well as developing strategy and executing as an operator and board member of small companies. Prior to founding RedNest Partners, Dave led deal teams in executing transactions, as well as developed and implemented strategic initiatives as a portfolio company director at The Riverside Company, a large, lower middle market private equity firm.

Prior to joining Riverside, Dave was Chief Operating Officer at Professional Sports Publications (PSP), the largest publisher of game day programs for professional and collegiate teams and events in the U.S. Before PSP, Dave was a Principal in Merrill Lynch’s Global Private Equity division, where he executed a variety of principal investments, monitored portfolio companies and exited investments.

Prior to receiving his MBA, Dave worked in Investment Banking at Merrill Lynch executing mergers, acquisitions and corporate finance transactions for clients in the Technology and Financial Services industries. Dave earned a BS in Finance from Penn State University and an MBA from The Anderson School at UCLA.

Connect with Dave on LinkedIn.

About Your Hosts

Austin Peterson is a Comprehensive Financial Planner and owner of Backbone Financial in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter.

Austin and his wife of 21 years, Robin, have two children, AJ (19) and Ella (16) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

Landon Mance is a Financial Planner and founder of YourFuture Planning Partners out of Las Vegas, Nevada. His firm came to life in 2020 after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of YourFuture Planning Partners to help business owners and their families. At YourFuture, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, YourFuture Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners.

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

About The Tycoons of Small Biz Sponsor

Whether you’re an established local company, or a brand new start-up, you can count on GBS to be a part of your family.

We’re not just any benefits consulting firm, we’re GBS. We have nearly 30 years of experience in group benefits, a strong sense of purpose and it shows.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Financial and Your Future Planning Partners are marketing names for registered representatives of Lincoln Financial Advisors Corp. CRN-3434436-020221

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

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