Show notes
In this episode of the Grow Your Wealth podcast, host Travis Miller sits down with Lincoln Stollery, Managing Director of PhaseOne Partners and former Director of Sales and Head of Investor Relations at iPartners. Lincoln shares how a chance conversation while waiting tables at Kingsleys led to an internship at Roc Partners, how his time as iPartners' first employee shaped his thinking, and what he learned about origination at Pemba Capital Partners. He explains why he left mainstream roles to build Australia's first dedicated outsourced origination service, how his in-house engine "Eddy" – named after his entrepreneurial grandfather – uses AI to profile businesses before a founder is ever approached, and why connecting private equity directly with business owners creates better partnerships on both sides.Lincoln and Travis also dig into the realities of marketing an emerging business, the difficulty of measuring brand awareness, and the lessons that come from trying things that don't work. Along the way, Lincoln offers his views on concentration versus leverage, long-term compounding in private markets, and the advice he'd give his younger self.– Meet Lincoln Stollery: From iPartners to PhaseOne Partners– University, Sales Instincts, and Finding the Right Career Fit– The Kingsleys Story: How a Restaurant Job Led to Roc Partners– Being Employee Number One at iPartners– Why PhaseOne Partners Exists: Solving the Direct Deal Flow Problem– Advisor-Led vs Direct: Why Time Matters When Choosing a Partner– Building "Eddy": An In-House AI Origination Engine– Influences and Mentors: Family, Roc Partners, and the Early iPartners Team– Pivotal Moments: Treating Every Role as a Learning Experience– Taking the Leap: Risk, Timing, and Backing a UK/US Model in Australia– Why Intermediaries Work in a Market the Size of Australia– What Drives Him: Business Owner Stories and Matching the Right Partners– What Hasn't Worked: Paid Ads, Experiments, and Learning by Doing– The Brand Awareness Problem: Measuring What You Can't Easily Measure– Advice for a Younger Self: Take Your Time and Take Risks– Five-Year Vision: Scaling the Platform and Attracting Offshore Capital– Global Interest in Australian and New Zealand Businesses– Quickfire: McDonald's, Reading More, Motivation, and Long-Term Wealth– Concentration, Leverage, and the Danger of Chasing Trends– Life Outside Work: Golf, Family, and Queenstown– Closing Remarks and Connecting with Lincoln StolleryLincoln Stollery LinkedIn: https://au.linkedin.com/in/lincoln-stollery-0806b149PhaseOne Partners Website: https://www.phaseonepartners.com.auGrow Your Wealth Podcast Website: https://www.ipartnerspodcast.com.auiPartners Website: https://www.ipartners.com.auRegister Here: https://ipartners.iplatforms.com.au/register/register-as-wholesale/iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd
