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Podcast 245: Private Equity With Purpose

In this episode of Poised for Exit, we’re joined by Leah Berend, founder and managing partner of Marrin Investment Partners, a private equity firm focused on investing in and growing purpose-driven businesses. Leah shares her unique journey from a background in leadership and due diligence to founding her own firm, one that’s rooted in integrity, workforce culture, and long-term value creation.

We explore the common misconceptions around private equity and why many business owners overlook the importance of early, strategic exit planning. Leah discusses the critical role of due diligence, the psychology behind successful deals, and how her firm approaches investment with both structure and empathy.

Our conversation covers everything from Leah’s investment criteria and concerns about the future workforce, to her emphasis on governance, employee incentives, and culture-building as drivers of enterprise value.

If you’re a founder, advisor, or business owner, this episode offers grounded insights into how private equity, done with purpose, can be a powerful tool for transition and legacy!

Be sure to check out Leah's podcast: The Future of Private Equity

Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor

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Resources from KeyeStrategies

Business Readiness Transition Course
Preparing Your Business for Transition Book

Poised for Exit Book

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Julie Keyes

Founder & Owner at KeyeStrategies, LLC

Julie is a Certified Exit Planning Adviser and Value Growth Advisor with 30+ years of experience. She works with business owners who seek to understand and maximize their exit and critical transition options.

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