27 minutes | May 23, 2023
Pari Natarajan on falling behind without technology utilisation and what you are missing on value creation
Introducing Pari Natarajan Pari Natarajan is the CEO of Zinnov LLC, a leading Management Consulting firm that helps organizations globalize their businesses, tackle organizational challenges & build institutional capability. Pari and his team assist technology companies in improving their engineering efficiency and innovation capabilities through the effective use of globalization. He also works with large enterprises to help them build their internal technology organization and transform them into digital enterprises. What You Will LearnThe Basics of Value Creation in PE Deals Ways PE Firms Can Successfully Transition a Business to a SaaS Model How AI is Revolutionizing the Private Equity Space Breakdown [00:45] Getting to Know Pari Natarajan [01:20] Common Mistakes by PE Firms and Their Portfolio Companies [02:37] Investment Opportunities for PE Firms in 2023 [05:03] Steps to Successfully Transitioning to a SaaS Model [06:31] Why the Tech Industry is so Attractive for PE Firms [09:35] Technology Adoption in Private Equity [14:41] AI in Private Equity and What it Means for the Industry [19:17] Understanding the Core Aspects of Value Creation in PE Deals [22:26] Why Growth is Risky Business in Private Equity [24:57] Things Pari Likes and Dislikes About Private Equity [26:50] Pari's Go-To Self-Improvement Resources [27:31] Parting Thoughts Investment Opportunities for PE Firms in 2023Most private equity investors agree that 2022 was an okay year for PE firms. And with inflation and volatility still an issue in this economy, we could still have unique opportunities in 2023. That said, Pari believes PE firms should focus more on industries that provide recurring revenue streams. However, the SaaS model of selling subscription-based products is no guarantee of success. Companies with a concrete SaaS model are valued much higher than companies without a subscription model. Plus, the steep incline in PE firms buying SaaS means competition for well-functioning companies is high. But with proper research, you can still find companies worth investing in, recapitalizing, and outright buying in 2023. AI In Private EquityAI use is hot right now in almost every industry. Private equity is the latest industry to experience an AI takeover as more businesses look to take advantage of the practical applications of AI in business growth. As Pari explains, most PE firms are using AI to improve the state of their workflows and increase efficiency in day-to-day tasks. He highlights that AI in private equity falls into these three major buckets: Deal sourcing: AI can identify potential investment opportunities by analyzing large amounts of data from various sources, including social media, news articles, and industry reports. Automate Manual Processes: Most processes in private equity firms are outdated and inefficient, with many of them manual. PE firms can streamline workflows by using AI to automatically update these processes and facilitate the transfer of data instantaneously with little to no manual intervention. Performance Through Systems of Intelligence. AI can help private equity firms optimize the performance of their portfolio companies by analyzing large amounts of data and identifying opportunities for improvement. How to Contact Matthew Pari's LinkedIn :
27 minutes | May 8, 2023
Matthew Carr On How Your Private Equity Firm or Portfolio Company Is at Risk of Cyber Attacks and How To Prevent Them
Introducing Matthew Carr Matthew Carr is the Co-Founder and Head of Research & Technology at Atum Cell - a firm that provides leading-edge cybersecurity software, hardware, and services for companies and government agencies in North America and Europe. He is an award-winning cybersecurity researcher and penetration tester specializing in cyber threat management. He held senior positions in security at IKEA, IBM, and SecureLink, where he built a strong base of real-world experience. What You Will Learn The Rising Number of Cyber Attacks on Private Equity Best Practices and Why All PE Firms Need to Build a Cybersecurity Culture Common and Emerging Cyber Threats Currently Plaguing PE Firms Breakdown [00:45] Getting to Know Matthew Carr [02:13] Common Mistakes by PE Firms and Their Portfolio Companies [04:19] Types of Cyber Attacks Targeting PE Firms [07:51] Cybersecurity Threats and Vulnerabilities in Private Equity [11:22] How PE Firms can Build and Implement a Cybersecurity Culture [15:00] Easy Ways to Improve a PE Firm's Cybersecurity [19:26] Take This One Action Step to Protect Yourself Against Cyber Threats [22:45] Reasons Why Cybersecurity Awareness Training is Important [27:15] Matthew's Go-to Self-Improvement Resources [28:52] Parting Thought Common Cybersecurity Attacks in Private Equity Although cybersecurity is a big concern in almost all industries, cyber attacks on PE firms have increased in recent years. Interestingly, the threats are not only a problem for firms with deep pockets but extend even to small upcoming companies. For a PE firm, data breaches can have business-ending consequences. For example, they spook investors, negatively impact valuations, and damage a firm's reputation. According to Matthew, these are some of the most common ways hackers target PE firms. ● Social Engineering - This is the simplest and most common attack in PE right now. Attackers use psychological manipulation to gain access to confidential information or resources. ● Known Vulnerabilities - Expert attackers leverage known vulnerabilities in a system to gain access to a PE firm's data. A typical loophole is outdated systems. Matthew explains that using outdated software presents numerous security vulnerabilities that put your data and business at risk. ● Zero-Day Vectors - Zero-day attacks stem from an operating system or computer software flaw unknown to the software's publisher. The term "Zero-day" is scary because it is unknown, and there is no patch or antivirus for this vulnerability. ● Zero-Click Attacks - These attacks are fully remote and provide access to a victim's data in real time and without any action from the target. Zero-click attacks are dangerous because they can take place without the victim clicking on a malicious website or app. Other Media References Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear The Slight Edge by Jeff Olson How to Contact Matthew Atumcell.com Matthew's LinkedIn Matthew's email address - M@atumcell.com
43 minutes | Apr 24, 2023
Stephen Madsen on how Private Equity firms can originate more deals
Introduction to Stephen Stephen Madsen was the Director of Business Development & Capital Markets at Monomoy Capital Partners, a private investment firm with over $2.7 billion in assets under management. Monomoy invests in the equity and debt of manufacturing and distribution businesses that can benefit from operational and financial improvement. Stephen specializes in mergers & acquisitions, deal sourcing, private equity relationship management, and B2B relationship management. What You Will Learn The Rise in Deal Origination in Private Equity Ways to Build a Deal Origination Team From Scratch Why You Need to Take Notes in Private Equity Breakdown [00:47] Introducing Stephen Madsen [03:48] Biggest Mistakes by PE Firms and Their Portfolio Companies [06:59] Why Deal Origination is Such a Big Thing in Private Equity [09:54] Should You Have a Separate Deal Origination Team? [14:03] Benefits of Building a Standalone Business Development Team [17:10] More Versus Less Information in Deal Origination [21:26] Steps to Forming a Strong Intermediary Relationship [25:13] ROI on a Typical Business Development Relationship [28:40] How to Measure the Success of Your Deal Origination Efforts [33:10] Taking Notes and Why It's Important [35:50] Things That Define a Top Performing Individual [38:17] What Stephen Likes and Dislikes About Private Equity [43:10] Parting Thoughts What is Deal Origination in Private Equity? Deal origination in private equity refers to the process of identifying, sourcing, and evaluating potential investment opportunities in private companies. This typically involves a combination of market research, networking, and outreach to entrepreneurs and business owners. The goal is to find businesses with attractive growth potential, strong management teams, and clear pathways to generating returns for investors. According to Stephen, deal origination is a key component of a private equity firm's investment strategy, as it helps them identify and secure attractive investment opportunities. Why You Need to Have Intermediary Relationships in Private Equity Intermediary relationships in private equity are important because they provide access to a wider pool of investment opportunities. Stephen explains that they also help build a strong network of contacts. Intermediaries often have deep connections within the business community and can help private equity investors identify attractive investment opportunities they may have yet to be aware of. Additionally, these relationships can provide valuable insight into industries, market trends, and other factors that can impact investment decisions. Stephen believes these types of relationships can make or break the chances of a PE firm achieving long-term success. How to Reach Tim Stephen's LinkedIn Monomoy Capital Partners Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here. Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to firstname.lastname@example.org.
24 minutes | Apr 10, 2023
Chris Ayala from Drum Capital discusses the Building Products sector, Tips for PE-Backed execs and how investors can better engage with their portfolio
Introducing Chris Ayala Christopher Ayala is the Managing Director of Drum Capital Management, a specialized investment management firm dedicated to deep value, lower middle market investment opportunities, including special situations, turnaround, and restructuring strategies. Chris and his team have invested over $1.3B in an array of direct equity positions, co-investments in operating businesses, and fund investments in high-quality, sector-focused private equity funds. What You Will Learn Tips For Effective Communication in Private Equity The Psychology of Exiting a Business Business Operations in Private Equity Breakdown [00:45] Getting to Know Chris Ayala [03:50] Why Chris Moved from Business Operations to Private Equity [06:20] Becoming a Better Investor and Closing More Deals [09:36] Things Chris Misses the Most About Operations [12:35] How to Become a Better Leader in PE [16:20] Opportunities in the Building Products Space [20:11] Things Chris Likes and Dislikes About Private Equity [23:46] Chris' Go-To Self-Improvement Resources [25:52] Parting Thoughts How to Become a Better Leader in Private Equity Private equity leaders play a crucial role in their firms' success. According to Chris, effective communication is one of the most important skills a leader can possess in PE. It helps ensure that everyone is aligned with the firm's goals and working together to achieve them. If you're new to a role or an organization, you need to over-communicate from day one. Understand that everybody around you wants to know what's going on. So you need to have an open line of communication. This doesn't mean oversharing because too much information can be overwhelming. But they need to know the firm's performance, strategy, and goals. This will help your team feel more engaged and invested in the firm's success. How to Contact Chris Chris on LinkedIn Connect with Chris via email: Ayala@Drumcapital.com Drumcapital.com Call or Text 9176562963 Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here. Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to email@example.com.
49 minutes | Mar 27, 2023
Tim O'Reilly on increasing EBITDA by 4X, his M&A and integration process and the Software and Industrial Services industry
Introduction to Tim Tim O’Reilly is the Founding Chief Financial Officer of Frontier Service Partners and is a well known transformational leader in the sphere of trade and private equity organizations. Tim has served to help organizations set themselves up for long-term growth, becoming a beacon for companies to adapt to their respective markets. Aside from his multiple leadership roles across the industry, Tim also has a background for taking his MBA and Accounting undergrad course at the University of Central Florida. What You Will Learn New Solutions for Greater Returns to Investors How to Set Your Businesses Long-Term Technology and Software, as well as Industrial Service-Based Industry Breakdown [00:28] Introduction of Tim [05:28] Mistakes and Solutions in PE [10:31] Insights on Tech and Industrial Service-Based Industries [18:50] Challenged and Success Encountered [28:04] Integration of Multiple Organizations for Long-Term Growth [37:52] Media Influences of Tim [45:33] How to Reach Tim [46:30] Attributes That Make a Top Performer Technology and Industrial Service Sector As a veteran in the industry, Tim shares his experience working for PE-backed organizations in the technology and industrial service-based industry. The industry is rapidly changing and the dynamics of customers and products often change overtime. Tim elaborates that these changes will not slow down and the companies in the industry need to adapt fast in order to project themselves long term with their partners. The Long Road Ahead Tim shares his strategy for companies in the tech and industrial service industry. The strategies he mentions are aimed towards setting up the companies for at least 3 to 5 years of growth. These include generating a thesis to market their products and services, getting the right people on board to establish the proper work culture, knowing your customers and partners to have a deeper understanding of the products you are selling, and having that creative mindset that could set you apart from your competitors and attract more investors. Other Media References Private Equity Playbook by Adam Coffey The Exit Strategy Playbook by Adam Coffey Seven Habit of Highly Effective People by Stephen Covey The First 90 Days by Michael watkins Capital Gains: Smart Things I learned by Doing Stupid Stuff by Chip Gains Alexander Hamilton by Ron Chernow How to Reach Tim Tim’ Linkedin Tim’s Facebook Tim’s Email: firstname.lastname@example.org Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here. Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to email@example.com.
37 minutes | Mar 21, 2023
Salvatore on SVB, how the .001% invest, building a key network and why being selective on investments and portfolio leaders is key
Introducing Salvatore M. Buscemi Salvatore M. Buscemi is the CEO and co-founder of Dandrew Partners - a private family investment office that has managed money successfully for almost 20 years by creating multiple portfolios on various cross-asset platforms. Sal is a frequent speaker and guest lecturer on real estate finance at professional symposia. He has written numerous books and articles on real estate and private equity finance in various publications, including Investor's Business Daily and Forbes, and on television shows such as CBS New York and Good Morning LaLa Land. What You Will Learn Ways VC Firms Can Improve Their Portfolio Company's Brand Awareness What to Expect From Silicon Valley Bank's Abrupt Closure How the .001% of People Invest Breakdown [00:47] Getting to Know Salvatore Buscemi [03:35] Common Mistakes by PE Firms and Their Portfolio Companies [06:25] How to Use Media to Bring Awareness to Your Portfolio Companies [07:42] Only Investing in Companies with Strong Founders [11:30] Recent Successes in Sal's Portfolio [13:30] How to Top .001% Invest [16:30] The Herd Mentality in Silicon Valley [20:46] Why Not All Ideas Get Funded [22:40] Venture Capital in a High-Interest Rate Environment [25:33] VC Firms Focusing More on Quality Companies [28:14] What More Expensive Debt Means For VC Companies [30:40] Advice on How to Make Better Quality Investments [34:54] Things Sal Likes and Dislikes About Private Equity[36:24] Pari's Go-To Self-Improvement Resources [37:25] Parting Thoughts How the .001% Invest The .001% of people invest differently than the middle class. Anyone making $150,000 a year is in the 1%. Even though they essentially make a lot of money, they typically don't invest like the super wealthy. Why? Because they have a lot of debt, they are wage earners - so they can be fired at a moment's notice. Plus, they look at investing as a way to grow wealth in a short period of time. So, essentially their investment mandate is to get rich quick. In contrast, the top .001% focus on capital preservation and increasing status. You won't find them buying the latest Gucci shoes, but you will find them discussing how to buy a sports team or leave a permanent mark in the world. Why You Need to Build Better Networks The people who have the worst investments have the worst networks. If all the people in your network are concentrated in one specific niche, that's a problem. According to Salva, you need to spend a disproportionate amount of time networking. This is the only way you can guarantee a healthy deal flow. Building a strong network of people can lead to new opportunities you may not have had access to otherwise. Your network can connect you with potential clients, employers, and other professionals who can help you grow your business or advance your career. Whether you're looking for new opportunities, support, different perspectives, learning opportunities, or collaborations, you need a strong network of people. So take the time to invest in networking, meeting new people, attending conferences, and building meaningful relationships with the people in and out of your area of expertise. How to Contact Sal Salvatore's LinkedIn ,Investinglegacy.com ,Investing Legacy: How the .001% Invest by Salvatore Buscemi
28 minutes | Mar 14, 2023
Jason Glende on getting your first role in a PE backed business and strengthening your commercial sales acumen
Introduction to Jason Jason Glende is an executive sales professional who’s led multiple commercial organizations to success. Jason came from a background in engineering and decided to take on a career in sales and private equity. He shares his story and how his success in the PE industry flourished since his career shift. What You Will Learn Jason’s Interest in the PE-backed World How to Transition to PE Industry Keys to Long-Term Success in PE Defining A Good Team Culture Breakdown [00:28] Introduction of Jason [02:00] Mistakes Private Equity Makes and How to Correct [02:40] What Attracted Jason to PE-Backed World [03:56] Advice When Transitioning to PE [06:00] Harnessing Long-Term Success in PE [11:23] Interpretation of a Good Team Culture [14:25] Mistakes and Solutions of Salespeople [18:08] Three Attributes that Make a Top Performer [20:41] Likes and Dislikes About PE [23:08] Media Influences of Jason [26:18] How to Reach Jason Thinking Long Term For organizations backed by PE, mapping out long-term strategies are the key to success. Strategies to consider include building a good team, listening to customers, having a winning culture, and having a process that increases win rates. Organizations that are covered by these factors are more likely to set themselves up for longer-term success in PE. The Culture In terms of culture, it’s important that a team has a good and healthy environment in order to achieve your organization’s goals. Culture can be broken down into either the relationship you build with your colleagues, the interactions you have with customers and external companies, or the mindset you have for yourself. Having the empathy to be considerate about the wellness of your organization can create a healthier productive environment on an internal scale. Being humble to competitors and open to customer feedback are ways to project a healthy company to external entities. Having the openness to fail, is one other way to show that you are learning for the future. Other Media References Empire of the Summer Moon by S.C. Gwyne Atomic Habits by James Clear How to Reach Jason Jason’s Linkedin Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here. Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to firstname.lastname@example.org.
40 minutes | Feb 28, 2023
Chris Kenny discusses the operator led PE investor approach and why you might be hiring the wrong talent into your portfolio
Introduction to Chris Chris is the Co-Founder and Managing Partner of L5 Capital Partners. L5 Capital Partners is a business equity firm that invests in consumer businesses. These include, communications, lifestyle, and health. Chris, for the longest time has been in the operations side of organizations, and now he sheds light on how he migrated from ops to the investor side of his career. What You Will Learn Consumer Space Transitioning from Operations to Investor Quality Hiring Process in PE Business Growth Talent Cycles Breakdown [00:28] Introduction of Chris Early days in Corporate finance and worked through telecom [02:30] From Operator to Investor [03:31] Mistakes of PE Firms and Portfolios [04:55] Changes in the Hiring Process [11:14] Focusing on Consumer Space [14:29] Focusing and Defining Stage Growth [19:52] Values in Operator-Led Firms [23:58] Experiences Taken as a CEO [28:54] Preparational Procedures for Promotions [31:03] Three Attributes That Make a Top Performer [33:33] Love and Dislikes About PE [36:40] Other Media Literature [40:55] How to Reach Chris Talent Lifecycle A giant factor that affects businesses is the lifecycle of talents that rotate inside the organization. Talents pertained here are the executives level or decision-making roles. Chris emphasizes the importance of the talent lifecycle due to many companies relying on just filling up the seat rather than considering other long term factors. As someone who’s experienced operations to investor, Chris is now well aware of the timeline and essentials candidates will need and bring in order to become an exceptional candidate for roles such as CEO, CFO, COO, etc. Consumer Space and Growth In today’s episode, Chris talks about the consumer space in telecom and how elements such as proper business models, good relationships, and market adaptability enable companies to grow long term. These foundations that can accommodate a long term consumer journey are the key for a healthy business development. It’s not only about being adaptable to the market for the consumers, but also establishing the organization’s structure and see if the internal workflow is healthy as well. Aside from the internal relations, companies should also look out for the externals as well, building business relationships with other companies that could be also potential investors and partners for longer term projects. Other Media References Zora How to Reach Chris Chris’ Email: email@example.com Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here. Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to firstname.lastname@example.org.
40 minutes | Feb 14, 2023
Eric Anderson discusses his experience completing multiple PE-Backed exits and how he has bucked the trend of changing the C-Suite team, by staying in his position with a multiple PE sponsors
Introduction to Eric Eric Anderson is the Chief Operating Officer of Clearwave Corporation and has been the COO since 2010. Eric’s experience stems from his undergraduate degree in accounting and then an e-commerce program in Stanford. Since his education, he’s worked with startups and Fortune 500 companies. His primary industry work revolves around technology and now healthcare What You Will Learn Investing in Healthcare PE Investment in Healthcare Capital and Company Growth Importance of Knowledge and Resources Standards When Selecting a PE Firm Private Equity Exits Breakdown [00:28] Introduction of Eric [02:37] Mistakes and Actions to Take in PE [06:15] Challenges Encountered by Clearwave Corp. [08:31] Needs in Capital for Growth Acceleration [11:11] Source of Knowledge of Investment [13:24] Acquired by Private Equity [15:06] PE Firm Selection Process [20:40] Advice to PE Executives on Exits [24:39] Eric’s Endurance Post-Exits [28:31] Attributes that Make a Top Performer [31:36] Likes and Dislikes About PE [37:18] Other Media References [40:23] How to Reach Eric Knowledge is Power When it comes to Private Equity, the more you know will benefit your firm and the businesses backed by PE. According to Eric, the knowledge gained in terms of sales, demand, customers, etc., can help firms and businesses craft a game plan that can project long-term revenue-generating outcomes. This information can be extracted from operating partners and consultants. It is also essential to consider partners or consultants that are well-versed in the industry your business is associated with. Private Equity Exits Private equity exits are moves that are not entirely negative as some require this move to redirect the financial strategy or change the revenue dynamics of certain companies. These exits are okay based on law regulations, however, they require a due process in order to have successful and non-impactful outcomes. In order to achieve an exit, companies should need a playbook strategy that depends on the nature of the business goals. It also helps if the companies have an open mind throughout the process and a leader that’s agile which can result in growth changes. Other Media References Measure What Matters by John Doerr The Leadership Sequence by Nick Saban Never Split the Difference, Negotiating as if Your Life Depended on It by Chris Voss and Tahl Raz The Power Law: Venture Capital and the Making of the New Future by Sebastian Mallaby How to Reach Eric Eric’s Email: email@example.com Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here. Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to firstname.lastname@example.org.
25 minutes | Jan 31, 2023
John Gallagher discusses investing in the SaaS sector and the venture debt model
Introduction to John John Gallagher is the CEO of Element SaaS Finance. John has been a finance professional for some time now and has worked in different industries including the private equity sector. He has a track record of working with different equity firms, but mostly building his element finance. What You Will Learn PE Firms: A more customer-centric approach The SAAS (Software) Industry Building Customer Relationships Firm Growth Management Different Types of Venture Debt Breakdown [00:25] Introduction to John [01:29] Mistakes Made in PE and Actions For It [04:04] Focusing on the SAAS Industry [05:45] Investment: Average vs Great SAAS [08:24] Recommendations for Other PE Firms in SAAS [10:20] Facilitating Firm Growth [11:53] About Venture Debt [15:51] Attributes that Make a Top Performer [17:42] Likes and Dislikes of the PE Industry [20:39] Recommendations for SAAS Investment [21:58] Other Media Reference [23:33] How to Connect with John Statistical Analysis System Industry The statistical analysis system industry, or SAAS, is a sector that focuses on data management, advanced analytics, varying types of analysis, business intelligence, and other analytical-based types of work. The target market for SAAS has a wider net as it scales on a global level. Firms would have customers ranging from Australia, and Asia and the base operations can be found in the United States. With SAAS, businesses can really thrive in this industry through organic growth even with little assets they have. With the right strategy and long-term plans such as projection of investments and debt, businesses will have no problems scaling themselves for long-term success. Customer-Centric and Building Relationships When it comes to the SAAS industry, PE firms that want to back companies should keep an open line of communication with their customers. It is important to build a good standing relationship with them in order to drive long-term partnerships and success trajectories for the firm itself. Although results and outputs are important, having a well-developed business relationship with customers may be able to set up companies for a growth-incline future. Other Media References Business and Sports Individuals who overcame adversaries History particularly in Tech, Finance, and Crypto Podcasts How to Reach John John’s website Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here. Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to email@example.com.
22 minutes | Jan 17, 2023
Michael Tang discusses his experience in the healthcare arena and add on acquisition/integration learning and best practice
Introduction to Michael Michael Tang is an experienced chief financial officer, in the Healthcare sector. He has more than 20 years of operational finance experience, particularly in the healthcare arena. He’s worked with PE-backed Fortune 500 companies and non-profit integrated healthcare systems. What You Will Learn Balancing margins of PE-backed firms The Healthcare Sector How to Solidify the Healthcare Industry M and A Breakdown [00:28] Introduction to Michael [01:23] Mistakes of PE Firms and How to Correct Them [02:37] Trends in the Healthcare Sector [04:22] Changes in the Industry for Assurance [06:08] Acquisitions Completed by Michael [07:49] Learning Points from Michael [11:22] Acquisition Essentials and Processes [13:43] Errors in Acquisitions and How to Correct Them [15:59] Attributes that Make a Top Performer [17:37] Likes and Dislikes About PE [19:36] Other Literature References [21:43] How to Reach Michael The Healthcare Industry The healthcare industry has been developing over the years, especially since the height of the COVID-19 pandemic. Since then, the behavioral changes and quality services have been a key focus in the industry. These are now new highlights that companies look out for in order to make sure that the baseline on keeping their performances moves forward. The domino effect of acknowledging mental health to the productivity rate in maintaining quality outputs on a day-to-day basis. Acquisition Essentials Acquisitions can be tedious work especially for companies that do not process or strategize their plans properly. When it comes to acquisitions, it is important to do due diligence and have proper integration processes. When companies undergo this move, first and foremost is to make sure that you are backed with basic requirements and ensure that all essential documentation and action plans are well thought of in the timeline of the process. Another important item to consider is integration. It’s imperative to know how you will marry the new and existing elements in order to avoid any unnecessary bottlenecks, complaints, and task negligence when conducting an acquisition process. Other Media References Industry Articles Industry Updates How to Reach Michael Michael’s Email: firstname.lastname@example.org Michael’s LinkedIn Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here. Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to email@example.com.
31 minutes | Jan 3, 2023
Alexander Loucopoulos at Sciens Water Discusses Private Equity Specialization and The Water Infrastructure Industry
Introduction to Alexander: Alexander is a partner at the Sciens Water. Alexander has dedicated his recent work to investing in water infrastructure, through private equity investments. He has worked in multiple sectors such as investment banking, led a start up, and went to business school as well. What You Will Learn The Water Infrastructure Industry Investing in Water Infrastructure Firms Associated with Water Specialization and Interdisciplinary Approaches Breakdown: [00:28] Introduction of Alexander [03:22] Opportunities in Water Infrastructure Industry [05:18] Areas of Investment in the Water Industry [08:45] Specialization and Differentiation for Firms [11:15] Decision to Focus on Infrastructure [13:45] Mistakes in PE and How to Solve Them [16:10] Working on a Broader Ecosystem [17:00] Likes and Dislikes of PE [19:22] Entrepreneurial Insights in PE [22:19] PE Human Resource for Performance Enhancement [23:31] Attributes to Make a Top Performer [25:58] Reading References [28:35] How to Reach Alexander The Water Infrastructure Alexander has been heavily focused on the water infrastructure industry, particularly in the United States. He narrates different areas in which private equity firms can take an angle or approach on the industry such as the fragmentation issues and development of infrastructures. His approach and perspective of learning for the sector relies on the recycle and reuse lens of water. Alexander’s dedication to research and investment in water enumerates the interest, the areas of improvement, and the essentials of both resources and finance. Being Well-Rounded When it comes to marrying private equity and the water infrastructure, Alexander points out the importance of becoming a well-rounded individual. Defining well-rounded is based on the attitude, work ethics, and flexibility of an individual. It takes a lot of passion and hardwork to be able to comprehend where the sectors can come together despite its niche atmosphere. Reading Materials Books on the following topics: - Water - Business - History How to Reach Alexander: Alexander’s Email: a.loucopoulos@scienscapital Alexander’s Linkedin Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here. Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to firstname.lastname@example.org.
38 minutes | Dec 20, 2022
Eric Stewart Discusses Setting Goals and Driving ROI for PE-Backed Companies
Introduction to Eric: Eric Stewart is the Interim Chief Commercial Officer of IsoPlexis. He started his career in product and process development and later transitioned to private equity. He’s managed worldwide remits and has done some work in marketing and sales. Eric has also been serving as a board member of the Georgia Tech Business Network. What You Will Learn: Driving ROI for PE-Backed Companies Setting Goals with PE-Backed Firms How Low-Medium Markets can Utilize PE Firms Points to Consider to Drive Effective Processes About CDMO Breakdown: [00:28]: Introduction of Eric [03:10]: Mistakes of PE Firms [04:43]: Advice for PE-Backed Companies for Revenue Growth [06:45]: Low to Medium Markets’ Essentials [11:26]: Big Takeaways from Private Equity [15:15]: Lookouts in Order to Drive Effective Processes [20:23]: Perspectives in the CDMO Market [24:20]: Three Attributes that Make a Top Performer [27:12]: Likes and Dislikes of Private Equity [33:08] Recommended Reading Materials [37:06]: How to Reach Eric Setting Goals When companies are backed by private equity firms, it’s highly recommended that they establish their goals early on, especially for those in the low to medium market. It’s essential to always make sure that the ROI that a company seeks are covered by elements such as marketing, sales, and reviews. Utilizing Internal Knowledge For companies to gauge effective activity growth, utilizing internal knowledge can serve as the base of foundation to unlock the next levels of productivity. When you have a plateau amount of knowledge, executives should take the opportunity to identify the key areas on where or how they can advance their growth, by doing so, they can tap into the process stage where they can utilize the resources they have, which ranges from office, people, and marketing tools. This enables companies to map out their respective priorities, which will serve them long-term in the growing market. Reading Materials: Adam Coffin - Private Equity Playbook Can’t Hurt Me by David Goggins The Reason for God by Timothy Keller Podcast: McKinsey Raw Selection Interviews Other Influences: Richard Branson How to Reach Eric: Eric’s Linkedin Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here. Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to email@example.com.
31 minutes | Dec 13, 2022
Jeff Gonyo discusses deal by deal private equity investing and deal origination via the operating executive model
Introduction to Jeff: Jeff Gonyo is the Managing Director of Geneva Glen Capital and has been associated with the firm since 2008. He is very passionate about the Private Equity Industry and has been in the sector for around 32 years. Jeff’s been on a pursuit to help rising companies generate more value by adding operating executives and domain expertise. What You Will Learn Deal-by-Deal Equity Investments Utilizing the Operating Executive Model Generating Networks How to Strategize for Proprietary Deal Flows Breakdown: [00:29] Introduction of Jeff Gonyo [01:57] Mistakes PE Firms Make [03:27] The Deal-By-Deal Process [04:44] Particular Deal Drawbacks [06:28] Deciding on the Areas of Focus [07:58] Operating Executive Model [12:40] Building the Network Connections (Get a teaser here) [18:18] Strategies for Proprietary Deal Flows [20:41] Attributes that Make a Top Executive Performer [23:33] Likes and Dislikes of Private Equity [27:45] Recommended Literature [29:15] How to Reach Jeff Working with Flexibility Jeff’s process in terms of managing firms and companies leans towards the traditional side compared to other firms with experimental standards to fast-track developments. In recent occurrences and with the market of people his firm works with, it’s easier to be flexible and proceed with a more known approach especially if you are already taking on selected areas of expertise on where to invest or where to develop. Building Your Network When it comes to PE firms, having the connection of people you work with is essential in order to map out the productivity development flow of any company you are investing in. For Jeff, the connection he has with executives has kept him briefed on the demands of the market and the internals of companies, which helps him connect with a proper consultant, representative, and executive to develop that company. One experience and leadership method could potentially be beneficial for many companies. Reading Materials How to Stop Worrying and Start Living by Dale Carnegie How to Win Friends and Influence People by Dale Carnegie How to Reach Jeff: Reach Jeff through his website at Geneva Glen Capital Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here. Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to firstname.lastname@example.org.
32 minutes | Nov 29, 2022
Matt Ranta discusses E commerce, due diligence and red flags.
Introducing Matt Matt is the Head of Practice for digital and e-commerce as well as strategy at Nimble Gravity. He started at operations, and now over the last 2 decades, he has slowly transitioned to be acquainted with the digital side and now covers the world of e-commerce. He’s been in other digital-related fields such as telecommunications and mobile ad tech space. What You Will Learn - Decision-making for PE Firms - Utilizing different tools to analyze e-commerce data trends - How due diligence can help value creation - E-commerce essentials, tools, and red flags Breakdown [00:45] Introduction of Matt [01:55] From Operations to PE Consultancy [02:58] Mistakes PE Firms Make for Correction [03:58] Recommendation on Data Trends [06:36] Due Diligence for Value Creation [08:41] Advice for E-Commerce Companies [13:29] Red Flags for E-Commerce [17:39] Areas of Adoption for E-Commerce [21:19] How do Firms Prevent themselves to become an overkill of content [25:59] Likes and Dislikes About Private Equity [27:59] Three Attributes to Become a Top Performer [28:49] Other Resources to Listen to [30:24] Best to Reach Matt The World of E-Commerce In this new age of business, especially after the height of COVID, e-commerce has significantly risen as one of the essential industries in the world. Firms have now developed themselves to adapt to the e-commerce spectrum. Utilizing resources for tools to analyze market trends for faster-decision making, data of consumer behavior and trends, as well as analyzing means to generate value for the firm and the partners involved. In this new digital age, it is also important to see how social media has now dominated the business world. E-Commerce Essentials When integrating private equity to the spectrum of e-commerce, it is also similar to adjusting to a new world of business. Doing so, you may also need to heavily invest in quality resources that can keep your firm in demand for consumers and potentially ahead of customers. Essentials include tools that can forecast price changes, flow of specific products within certain locations, generation of content that keeps consumers interested and feel naturally drawn to. Other Resource Materials: - Hidden Brain by Shankar Vedantam - Ten Percent Happier by Dan Harris - Essentialism by Greg Mckeown - Good to Great by Jim Collins - Masters of Scale Podcast How to Reach Matt Matt’s Linkedin Nimble Gravity Website Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here. Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to email@example.com.
26 minutes | Nov 15, 2022
Isabella Calderon Hoyos on women in Private Equity and Tech and promoting diversity
Introduction to Isabella: Isabella Calderon Hoyos is currently the Vice President of Strategy and Transactions at the OMMAX digital solutions company. Prior to joining OMMAX, she spent 9 years in PwC Deutschland, where she worked from senior associate to senior management throughout her stay. She was also an Associate at Roland Berger in Munich, Germany. What You Will Learn Digitalization of PE Firms Promoting Diversity in Firms and Organizations Benefits of Diverse Teams Part-Time Work inside PE Firms Breakdown: [00:40] Introduction to Isabella [01:59] Mistakes Taken in Private Equity Firms [03:22] Better Results Through Diversity [05:42] Anchoring Diversity within OMMAX [08:00] Benefits through Diverse Teams [12:42] Diversifying the Talent Pool in PE [16:06] Working Part-time in PE [19:16] Promotion of Diversity in PE Organizations [21:32] Likes and Dislikes about the Industry [23:53] Additional Reading References [25:53] How to Connect with Isabella Diversifying the PE Firms In this new era of diversity, many companies inside the PE industry are now taking into action to diversify their pool of workforce. The move comes as organizations are now open to recruiting based on skills and capabilities, rather than looking at gender, race, and age. Many findings have proven that diversifying the talent pool has led to positive outcomes inside the industry. Despite a male-dominant sector, talents of different backgrounds are now being discovered and sustained not just as additional workforce but for leadership roles as well. Additional Reading Reference (Authors): - Jorge Luis Borges - Gary Garcia Marquez How to Reach Isabella: Isabella’s Linkedin OMMAX Website Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here. Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to firstname.lastname@example.org.
19 minutes | Nov 1, 2022
Jim Silvestri on his experiences of driving PE-Backed industrial companies to an exit
Introduction to Jim: Currently the Chief Financial Officer at Wales-Darby, Jim has been in the financial field for more than 30 years. For the majority of his career, Jim has been involved in the fields of manufacturing, construction, and distribution. He has also worked with public, private, and family-owned businesses. What You Will Learn Portfolio Companies Acquiring Manufacturing Firms Learning About How Manufacturing Works Difference between PE Backed Businesses and Family-Owned Organizations Process in the PE Business Process Drivers for Industrial Businesses Implementation of ERP Systems Breakdown: [00:43] Introduction of Jim [02:01] Mistakes Made by Private Equity Firms [02:56] Acquiring Manufacturing Companies [04:14] PE Back Business vs Family-Owned Organizations [06:00] Learning From PE Back Business Process [07:58] Drive Increase for Industrial Business [10:43] Tips for New ERP Implementations [13:12] Likes and Dislikes on the PE Industry [14:46] Known Knowledge Before Entering the Industry [16:04] Reading References of Jim [17:46] Social Links and Conclusion Understanding the Industry Jim takes on the topic on how private equity firms can work around companies in the manufacturing and construction industry. It is important to know the industry that you are absorbing and it should not only be based on the general revenues. PE firms must understand the complexity of income and goods allocation that progresses throughout the manufacturing industry. This will enable them to better understand the industry from a financial point of view. Growth In Other Ways In order to improve the portfolio lineup, PE firms need to have a better understanding of the companies or lineups they have. This will enable them to properly fix their portfolio in terms of growth and sustainability. Growth and development does not simply rely on the sales portion, there are more ways growth can be measured throughout the financial cycles of each company. Reading Materials Atomic Habits by James Clear Twelve and a Half by Gary Vaynerchuk How to Reach Jim: Email: email@example.com Jim’s Linkedin Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here. Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to firstname.lastname@example.org.
37 minutes | Oct 18, 2022
Ferdinand Roberts on the Importance of Using Technological Processes in PE Firms
Introduction to Ferdi Founder and CEO of Asset Class, which focuses on the Private Equity and Venture Capital Sector. The company is dedicated to providing softwares for companies to handle the investment lifecycle management process. What You will Learn Integration of Software Systems in Firms Importance of Using Technological Processes in Firms The Attitude and Characteristics For the Industry Breakdown [00:41] Introduction of Ferdi [02:06] Mistakes and Solutions for Private Equity Firms [03:35] Low Usage of New Technology [08:20] The LP Experience [11:45] Motivation to Create Multiple Organizations [16:08] Advice for Firms and Individuals Raising Capital [22:00] Attributes to Make A Top Performer [28:13] Likes and Dislikes of PE Industry [31:50] Ferdi’s Influences [35:39] Ferdi’s Resources Digitization of Firms With the rapid development of the global market, private equity and venture capital firms are advised to integrate new softwares that will help their companies adapt. The industry is divided on whether or not to use new technologies or keep the traditional mode of problem solving. This is due to the misunderstanding notion and lack of appreciation firms have towards technological advancements. Putting Your Best Foot Forward In order to gain trust with firms, you must be open to have the right attitude and the openness to learn from the experiences in order to build yourself upwards as a software solution provider in the industry. Ferdi’s exposure to so many technology-based brands and his interest in the private equity industry enabled him to marry his passion to developing Asset Class. Putting yourself out there to learn and develop your product and making yourself larger will come a long way if you ever want to achieve that solution providing service for firms. Resources Ferdi’s Linkedin Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here. Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to email@example.com.
35 minutes | Oct 3, 2022
Alan Goldfarb on the Structure of Working in Private Equity Firms
Today’s Guest On this episode, we welcome Alan Goldfarb. Founder and managing partner of Orangewood Partners. What You’ll Learn Structure and ways of working of large equity firms Qualities of smaller firms and their organizational structures Private equity professionals and portfolio executives What makes a top performer in the private equity industry Breakdown [00:24] Introducing Alan [05:00] Common mistakes by PE firms [10:10] Working in large equity forms [14:16] Large and small firms [18:01] C-Suite Model [21:32] Attributes of a top performer [24:39] Likes and Dislikes [30:21] Book Recommendations [34:11] Where to find Alan Working in larger equity firms When it comes to working in larger equity firms, on the investing side, the management and strategic team is crucial in making the company successful. On the business-building side, Alan puts time and effort in making sure they are doing what’s best for their investors. Organizational structure Orangewood has plenty of strategic partners and this is because not every situation requires the same expertise or partnership to figure out the right leverage to help the company pull. Another reason is that Orangewood is built on the foundation of partnership, therefore implementing a partnership model where everyone enjoys working with each other to succeed. Resources: Orangewood Partners website Alan’s e-mail Alan’s LinkedIn Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here. Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to firstname.lastname@example.org.
33 minutes | Sep 19, 2022
Joseph Coughlin on the Complexity of Risk in Diverse Portfolios
Today’s Guest Today’s guest is Joseph F. Coughlin, CEO and founder of CRS Limited. What You’ll Learn Litigation in PE firms Complexity of risk Breakdown [00:22] Introducing Joe [03:34] Common mistakes by PE firms [08:31] What PE firms overlook [12:30] Attributes of a top performer [18:45] Likes and dislikes in the PE industry [22:39] Risk aspect in diverse portfolios [27:28] Joe’s book influences [32:49] Where to find Joe Complexity of risk in diverse portfolios Cyber has taken the world by storm and the hard market we’re in today started almost three years ago while the average hard market that’s gone overtime started decades ago. Because of multiple current events that took place over the past three years, along with the lowest interest rates in history, Joe has experienced multiple complex risks and he sees that the PE industry’s job now is mitigating interest rates, insurance companies, and price increases. Resources: CRS Limited official website Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here. Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to email@example.com.