Family Office

In this episode of Entrepreneurial Legacies, John Sleeting sits down with Hunter Sims, Associate Director at the Cambridge Centre for Alternative Finance (CCAF) at the University of Cambridge Judge Business School.

Hunter works at the forefront of financial innovation, focusing on how digital assets, policy, and regulation intersect to shape the future of global finance. At CCAF, he collaborates with policymakers, industry leaders, and academics to advance research that informs evidence-based regulation and drives the sustainable development of new financial systems. Together, John and Hunter explore the rapid evolution of the financial industry in the era of blockchain and decentralized finance. From the fundamentals of the digital-asset ecosystem to the roles of Bitcoin, Ethereum, tokenization, and stablecoins, their conversation unpacks how technology is transforming money and markets. They also examine the challenges of regulation, the uncertainty around (or surrounding) global adoption, and what these shifts could mean for businesses navigating this fast-changing space. Packed with insights on FinTech, open banking, and DeFi, this episode highlights how innovation, research, and policy are converging to create new opportunities in the global financial system. Episode Overview:
This episode discusses the fundamentals of digital assets, the rise of cryptocurrency and tokenization, the impact of decentralized finance (DeFi), regulatory challenges, and the role of institutions like the Cambridge Centre for Alternative Finance in shaping the future of money. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and Hunter Sims are employees of Clearwater Capital Partners. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

In this episode of Entrepreneurial Legacies, host John Sleeting sits down with Chris Geyer of Hennepin Partners to unpack the often-complex world of investment banking and mergers & acquisitions (M&A).

Chris shares his professional journey, from his early days in the industry to his current role, and how those experiences have shaped his thoughtful, relationship-driven approach to deals today. He emphasizes the value of strategic planning, trust-building, and preparation in driving successful outcomes.

Together, Chris and John walk through the key steps of selling a business, including preparing confidential materials, determining valuation, managing buyer interest, and collaborating closely with legal and financial advisors. Chris highlights the importance of doing your homework: quality of earnings reports, well-organized data rooms, and readiness for due diligence are all essential. They also explore how to identify the right buyers and assemble the right team to lead the process.

Whether you are considering selling your company or want a clearer look at how M&A works behind the scenes, this episode offers practical insights and advice from someone who has been in the trenches.

Episode Overview: This episode explores investment banking, M&A, succession planning, and considerations for a successful business exit.

Disclosure:

This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

Mr. Geyer is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Geyer in exchange for his participation or comments. Mr. Geyer has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.

Join host John Sleeting for a special edition of Entrepreneurial Legacies, celebrating the people, stories, and purpose behind Clearwater’s 5th Annual Charity Supercar Show.

In this episode, we spotlight the true power of community through conversations with passionate entrepreneurs, generous sponsors, and the inspiring beneficiaries this event supports. Driven by passion and inspired by giving, this episode offers a behind-the-scenes look at how one event drives real impact and why it matters.

Disclosures:

This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions, and is not intended to provide legal or tax advice. John Sleeting, John Chapman, James Chapman, and Greg Davis are employees of Clearwater Capital Partners.

Fellowship Housing is a client of Clearwater Capital Partners. Kim Downing, Courtney Burton, Allison Chrastka, Nicholas Ehardt, Kyle Sulkar, Cesar Marin, Tracie Rasmussen, Andrew Royce, Sandy Schwab, Adarsh Shukla, Ahmed Shaaban, and Noah Shaaban are not clients of Clearwater Capital Partners. Bluestone Advisors is not affiliated with Clearwater Capital Partners.

No compensation was provided to these individuals in exchange for their participation or comments. All opinions expressed by participants are solely their own and do not reflect the opinion of Clearwater Capital Partners. Investment advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.