Shows
The Private Equity Podcast, by Raw SelectionMicro Cap Investing Pitfalls & Opportunities with Ben ClaremonDescription: In this episode of The Private Equity Podcast, Alex Rawlings sits down with Ben Claremon, Partner at Devonshire Partners, a lower middle-market PE firm investing in micro and nano-cap businesses. Ben shares insights into why PE firms overlook small public companies, how microcap investing presents unique opportunities, and why a hedge fund mindset can be valuable in private equity. He also discusses the challenges of deal competition in the lower middle market, mitigating risks in microcap investments, and how Devonshire builds long-term relationships with business owners.Breakdown:[00:00]...2025-04-0831 minThe Private Equity Podcast, by Raw SelectionThe Growth of the Private Equity Secondaries Market and What is Coming with Cari LodgeWelcome back to The Private Equity Podcast, by Raw Selection. In this week's episode, Alex Rawlings speaks with Cari Lodge, a seasoned investor with 25 years in private equity secondaries. They explore the market’s rapid growth from $2 billion to $160 billion, the increasing need for liquidity, and how secondaries optimize portfolio management. Cari discusses GP-led secondaries, continuation funds, and the market’s evolution, offering key insights into future opportunities in this space. Breakdown: [00:00] Introduction to the episode and guest, Cari Lodge, Managing Director and Head of Secondaries at CF Private Equity....2025-04-0126 minThe Private Equity Podcast, by Raw SelectionHow Private Equity Firms Are Adopting Marketing at the Firm Level with Tracie KellyWelcome Back to another episode of the Private Equity Podcast, In this episode, Alex Rawlings sits down with Tracie Kelly, Director of Marketing at Exellere Partners, to explore the evolving role of marketing within private equity firms. Tracie shares insights into how marketing contributes to deal origination, firm differentiation, and relationship-building with investment bankers, founders, and advisors. She also discusses the increasing importance of internal marketing functions and how private equity firms can leverage branding to stand out in a competitive market.Breakdown:[00:00] – Introduction to the episode and guest, Tracie Kelly, Director of Ma...2025-03-2518 minThe Private Equity Podcast, by Raw SelectionThe Hamilton Lane Take On The Infrastructure Sector Now and Beyond With Brent BurnettWelcome to The Private Equity Podcast by Raw Selection, hosted by Alex Rawlings. Brent Burnett, Head of Infrastructure and Real Assets at Hamilton Lane, shares insights on infrastructure growth, key trends, and the 2025 outlook. Tune in for a deep dive into its role in PE. Breakdown:[00:00] Welcome to the Raw Selection Private Equity Podcast with host Alex Rawlings and guest Brent Burnett, Head of Infrastructure and Real Assets at Hamilton Lane.[00:30] Brent shares his background in infrastructure investing and career journey.[01:22] How B...2025-03-1832 minThe Private Equity Podcast, by Raw SelectionHow to Generate Deal Flow From Your Talent Focused Operating Partner With John DahlgrenWelcome back to The Private Equity Podcast, by Raw Selection. Host, Alex Rawlings speaks with John Dahlgren, VP of Talent at SBJ Capital, about the growing role of internal talent in private equity, portfolio hiring strategies, and using talent partnerships to generate deal flow. John shares insights on hiring trends, common mistakes, and how SBJ Capital optimizes talent operations for long-term success.Breakdown: [00:00] Introduction to the episode and guest John Dahlgren. Overview of hiring trends in PE firms and portfolio companies.[00:29] Rising demand for operating partner talent a...2025-03-1125 minThe Private Equity Podcast, by Raw SelectionHire the Best Executives with this Playbook with Jordan BurtonWelcome to The Private Equity Podcast, by Raw Selection, hosted by Alex Rawlings. In today's episode, Jordan Burton shares his expertise on hiring, training, and evaluating executives. They discuss common mistakes private equity firms make when hiring portfolio executives, how to improve interview techniques, and the critical role of structured assessment. Jordan also covers the importance of preparing for interviews, aligning stakeholders, and ensuring a thorough evaluation process.Breakdown: [00:00] Introduction to the episode and guest Jordan Burton. Overview of hiring and interviewing in private equity.[00:28] The importance o...2025-03-0450 minThe Private Equity Podcast, by Raw SelectionShifting from Founder-Led to Data-Driven Decision Making in Private Equity with Jeff WigleWelcome to The Private Equity Podcast, by Raw Selection. Today’s guest is Jeff Wigle, Managing Director at Banyan Capital Partners, a lower-to-middle market private equity firm based in Canada. Jeff shares insights on transitioning portfolio companies from founder-led to data-driven decision-making, leveraging technology, and managing cultural change during these shifts.Breakdown:[00:00] Jeff Wigle discusses his background, Banyan Capital Partners, and his experience transitioning portfolio companies to data-driven decision-making[00:29] Jeff’s background from accountant at Ernst & Young to private equity leader, including serving as CEO of a port...2025-02-1833 minThe Private Equity Podcast, by Raw SelectionDriving SME Growth to Double-Digit Exit Multiples with Sanjay ChandraWelcome back to The Private Equity Podcast, by Raw Selection. Our host, Alex Rawlings is joined by Sanjay Chandra, Managing Partner of Trinity Investors, a Private Equity firm based in Texas. Sanjay brings decades of experience as an operator, entrepreneur, and private equity investor. In this episode, we explore how he scaled businesses from single-digit EBITDA multiples to double-digit exits, his unique journey from operator to investor, and Trinity’s focus on domestic manufacturing and industrials.Breakdown: [00:29] Sanjay shares his journey from immigrating to Texas as a child, excelling academically, and st...2025-02-1130 minThe Private Equity Podcast, by Raw SelectionWhat is Liquid Private Equity with Randy Cohen and Jean-Louis LelogeaisWelcome to The Private Equity Podcast, by Raw Selection. Host Alex Rawlings interviews Randy Cohen, a lecturer at Harvard Business School, and Jean-Louis Lelogeais, co-founders of PEO Partners. Together, they dive into liquid private equity, its uses, and how it complements traditional private equity.Breakdown:[00:00] Introduction to Randy Cohen and Jean-Louis Lelogeais, founders of PEO Partners, and their experience in private equity and distressed debt[00:30] Randy introduces the concept of liquid private equity, its performance profile, and accessibility benefits[01:00] Jean-Louis highlights his background...2025-02-0456 minThe Private Equity Podcast, by Raw SelectionDriving Cultural Change in Portfolio Companies with Jon SonnenscheinWelcome back to The Private Equity Podcast, by Raw Selection! Today’s guest is Jon Sonnenschein, Private Equity Operating Partner and former SaaS and software CEO. Jon shares insights on driving cultural change in portfolio companies, blending his experience as a CEO and Operating Partner.Breakdown:[00:00] Jon Sonnenschein discusses his experience as a Private Equity Operating Partner and former SaaS CEO, focusing on cultural transformation in portfolio companies.[00:30] From Chicago to Silicon Valley, with 20 years in startups, followed by joining private equity and leading growth at Earth So...2025-01-2825 minThe Private Equity Podcast, by Raw SelectionStrategic Insights on Exit Planning with Christen ParasWelcome back to The Private Equity Podcast, by Raw Selection! Today, we’re joined by Christen Paras, Partner of the Transaction Team at MiddleGround Capital, to explore innovative exit strategies and how MiddleGround is redefining Private Equity practices.Breakdown:[00:03] Christen Paras returns to discuss MiddleGround’s unique exit strategy approach.[00:30] Partner at MiddleGround Capital, based in New York City, leading the transaction team.[00:59] Private Equity firms often lack adaptability—Christen emphasizes innovation and agility.[01:26] MiddleGround’s infrastructure, a KPI-driven, collabora...2025-01-2127 minThe Private Equity Podcast, by Raw SelectionThe Power of Simplicity Done Right With Brad ArmstrongWelcome back to the Private Equity Podcast by Raw Selection! Joining me today is Brad Armstrong, Partner at Lovell Minnick, a Private Equity firm celebrating its 25th anniversary. Brad shares insights into value creation, forecasting for 2025, the importance of sticking to your core strengths, and how simplicity done right can drive Private Equity success.Breakdown:[00:00] Sticking to fundamentals, value creation, and staying disciplined in private equity.[00:30] Brad's career journey, Lovell Minnick’s 25-year strategy, and their focus on financial services, business services, and fintech.[01:54] ...2025-01-1428 minThe Private Equity Podcast, by Raw SelectionWinning LP Trust and Raising Capital Strategies for Private Equity Firms with Seth AuldWelcome to The Private Equity Podcast, hosted by Alex Rawlings. Today’s guest is Seth Auld, VP of Portfolio Management and Deal Origination at Kompass Kapital. Seth shares his insights on building LP relationships, raising capital effectively, and the importance of sector specialization.Breakdown;[00:00] Introduction to Seth Auld and the episode’s focus on LP relationships and capital raising.[00:29] Seth’s journey from running a family business to private equity, including roles in banking, consulting, and Fortune 500 agribusiness.[03:14] Key mistake: Firms lack focus and fa...2025-01-0722 minThe Private Equity Podcast, by Raw SelectionBuilding Stronger Investor-Operator Relationships Insights from GE with Richard NeffWelcome back to The Private Equity Podcast by Raw Selection, hosted by Alex Rawlings. Today’s guest is Richard Neff, a proven operator and operating partner with decades of experience in private equity and a 25-year career at GE Capital and GE Healthcare. In this episode, Richard shares insights into the investor-operator relationship, the importance of infrastructure, and lessons learned from GE’s legendary playbook for growth and transformation.Breakdown; [00:00] Reflecting on 2024 and looking ahead to 2025.[00:28] Introduction to Richard Neff: His background in healthcare, tech-enabled services, industrial servi...2024-12-3120 minThe Private Equity Podcast, by Raw SelectionHow to Increase Your Deal Origination with Jon Van TuinWelcome to The Private Equity Podcast by Raw Selection, hosted by Alex Rawlings. Today’s guest is Jon Van Tuin, Managing Director at P4G Capital. With decades of experience in Private Equity, Jon shares his insights on deal origination, building relationships with deal sources, and standing out in an increasingly competitive market. Learn actionable strategies to improve deal flow, develop meaningful relationships, and elevate your firm's positioning as the preferred acquirer. Breakdown:[00:00] The current private equity landscape with over 3,500 funds and $1 trillion in undeployed assets.[00:28] Introduction to Jon Va...2024-12-2417 minThe Private Equity Podcast, by Raw SelectionDriving EBITDA Growth Through Data Metrics with Joe GerberWelcome back to The Private Equity Podcast by Raw Selection hosted by Alex Rawlings! Today’s guest is Joe Gerber, a proven Operating Partner and transformation expert. In this episode, we explore Driving EBITDA Growth Through Data Metrics. Joe shares actionable strategies on leveraging real-time data, optimizing decision-making, and taking reporting from good to great. Discover how Private Equity firms and portfolio executives can use data to identify inefficiencies, drive operational excellence, and boost EBITDA growth.Breakdown:[00:00] What does good reporting look like? Starting with excellence and working backward....2024-12-1723 minThe Private Equity Podcast, by Raw SelectionHow Private Equity Firms Can Stand Out from the Competition with Sam BendixWelcome back to The Private Equity Podcast by Raw Selection, In this episode, host Alex Rawlings sits down with Sam Bendix, Partner of Investor Relations at Chicago Pacific Founders. In this episode, we dive deep into what it takes for Private Equity firms to truly stand out in an increasingly competitive market.Sam shares actionable insights on how differentiation can impact talent attraction, capital raising, and deal origination. Sam discusses the importance of building a strong brand, fostering innovation, and effectively communicating your firm’s story.[00:00] Brand is a product of the people bu...2024-12-1048 minThe Private Equity Podcast, by Raw SelectionFrom Vision to Reality: Scaling for a Billion-Dollar Exit with Adam CoffeyWelcome back to The Private Equity Podcast by Raw Selection! In this episode, Alex Rawlings welcomes back Adam Coffey, CEO and author of the Private Equity Playbook. Adam shares his strategies for scaling businesses, reducing employee turnover, and building strong company cultures. He emphasizes hiring for future growth, addressing employee concerns, and using hybrid work models to retain top talent. Adam also discusses his updated edition of the Private Equity Playbook, offering new post-COVID business insights.Breakdown: [00:00] Most Private Equity firms report a success rate of only 20-30% with CXO hires...2024-12-0346 minThe Private Equity Podcast, by Raw SelectionThe Most Unique Deal Origination Strategy with Matt BodnarWelcome back to The Private Equity Podcast by Raw Selection, In this episode, host Alex Rawlings sits down with Matt Bodnar, founder and managing partner of Eidolon Capital. They discuss Eidolon’s unique deal origination strategies, including innovative approaches like direct mail, and how their flexibility in deal-making helps them close deals where more rigid firms miss out. Matt also shares valuable insights on long-term investing, inspired by Berkshire Hathaway, and offers top recommendations on business, psychology, and deal-making books. Breakdown: [00:00] Matt explains how their market position was inspired by Berkshire Hat...2024-11-2629 minThe Private Equity Podcast, by Raw SelectionOptimising Technology Deployment in PE-Backed Companies with Robb PowellWelcome back to The Private Equity Podcast, by Raw Selection! In this episode, Alex is joined by Robb Powell, an experienced Operating Partner and former CEO who has successfully built and sold two businesses. Robb discusses the deployment of technology and AI in private equity-backed companies, shares insights on driving cultural transformation, and explores the importance of enabling people for business success. Breakdown:[00:00] Robb discusses how private equity firms and portfolio companies can start using AI.[00:12] Introduction to Robb Powell, an operating partner and former founder and C...2024-11-1926 minThe Private Equity Podcast, by Raw SelectionFrom Private Equity Investing to Breaking World Records with Andrew TowneWelcome back to The Private Equity Podcast, by Raw Selection! In this episode, Alex is joined by Andrew Towne, a partner at Olympus Pines and a five-time world record holder. Andrew shares his journey from private equity to breaking world records, including his impressive mountain climbing feats and insights into the private equity industry. Join us as we dive into the mindset and strategies of this remarkable private equity leader.Breakdown:[00:00] Andrew shares his experience climbing Aconcagua during a deadly season.[00:19] Introduction to Andrew’s investment focus in...2024-11-1235 minThe Private Equity Podcast, by Raw SelectionImplementing Artificial Intelligence in Your Private Equity-Backed Company with Beth PollackWelcome back to The Private Equity Podcast by Raw Selection! In this episode, Alex is joined by Beth Pollack, an applied AI and data strategy operating partner with over two decades of experience in building decision systems. Beth works closely with private equity firms and their portfolio companies to drive value through AI and data initiatives. She shares insights on how AI can be effectively implemented in private equity-backed companies, avoiding common mistakes and maximizing opportunities for growth. Breakdown: [00:00] Introduction to Beth Pollack, AI and data expert, discussing AI's role in private equity-backed...2024-11-0519 minThe Private Equity Podcast, by Raw SelectionWhy Private Equity is Flooding the Residential Services Sector with Paul AdamsIn this episode of the Private Equity Podcast, host Alex Rawlings is joined by Paul Adams, an experienced CEO in the home and residential services sector. Paul shares his extensive experience in leading private equity-backed companies through multiple acquisitions and the challenges of navigating a highly fragmented industry. They dive into why private equity is increasingly focused on the residential services sector, what makes it such an attractive investment opportunity, and the importance of managing labor shortages in a people-driven business. [00:00] Introduction of Paul Adams.[00:44] Paul’s background in HVAC, electrical, an...2024-10-2921 minThe Private Equity Podcast, by Raw SelectionExplosive Growth of the Secondaries Market with Richard BrekkaWelcome back to The Private Equity Podcast, by Raw Selection! In this episode, Alex Rawlings is joined by Richard Brekka, Managing Partner and Co-Founder of Second Alpha. Richard dives deep into the explosive growth of the secondaries market, explaining how his firm provides liquidity to shareholders of private tech companies. The pair discuss the rise of secondary funds, why more companies are staying private longer, and the unique opportunities in the market for smaller, profitable tech companies. Breakdown: [00:00] Introduction to Richard Brekka, Managing Partner and Co-Founder of Second Alpha.2024-10-2223 minThe Private Equity Podcast, by Raw Selection2 PE-backed Exits in the Industrial Services Space with CEO Chad KallandIn this episode of the Private Equity Podcast, host Alex Rawlings sits down with Chad Kalland, an experienced CEO in the industrial services sector with multiple private equity-backed exits under his belt. Chad shares his insights on navigating cultural changes, integrating acquisitions, and driving growth in a private equity-backed environment. He also dives into key lessons learned from his successful exits, how to keep teams engaged during times of rapid change, and the importance of choosing the right private equity partner. [00:00] Introduction of Chad Kalland.[00:12] Importance of growing as a platform...2024-10-1520 minThe Private Equity Podcast, by Raw SelectionThe Role of the Private Equity Operating Partner with Marc JourlaitWelcome back to The Private Equity Podcast, by Raw Selection! In this episode, our host, Alex Rawlings is joined by Marc Jourlait, a seasoned Private Equity Operating Partner with extensive experience as a former CEO, leading multiple successful exits. Marc shares his unique insights into the role of the Operating Partner, the importance of driving value creation early in the investment cycle, and why private equity firms must act quickly in their hold period. Breakdown:[00:00] Introduction of Marc Jourlait. [01:36] Overview of Marc’s career journey, from Apple to p...2024-10-0825 minThe Private Equity Podcast, by Raw SelectionThe Current State of Private Equity and the Outlook for the Rest of 2024 with Drew SchardtWelcome back to The Private Equity Podcast by Raw Selection! Alex is joined by Drew Schardt, Vice Chairman and Global Head of Investment Strategy at Hamilton Lane. Drew brings over 17 years of experience at the firm, sharing valuable insights into the current state of private equity, how the market is evolving, and what’s in store for the rest of 2024. He dives into the importance of using data and technology to make informed investment decisions, and how Hamilton Lane is preparing for upcoming opportunities in sectors like healthcare, industrials, and private credit.Breakdown: ...2024-10-0146 minThe Private Equity Podcast, by Raw Selection3 Successful PE-Backed Exits & the Impact of AI Adoption with Kevin McShaneWelcome to The Private Equity Podcast, by Raw Selection! Today, we're joined by Kevin McShane, a seasoned Chief Revenue Officer turned Operating Partner, with a wealth of experience from multiple private equity-backed exits. In this episode, Kevin shares insights on his journey, the impact of AI on driving revenue and EBITDA, and his key learnings from successful exits in the technology sector. We'll also dive into the role of AI in private equity and discuss Kevin's transition from CRO to Operating Partner. Breakdown:[00:00] Kevin McShane's Introduction – Overview of Kevin’s career in t...2024-09-2439 minThe Private Equity Podcast, by Raw SelectionHow Private Equity Investors and Operators Can Produce Better Results with Geoff LurieWelcome back to The Private Equity Podcast, by Raw Selection! In this episode, Alex Rawlings, speaks with Geoff Lurie, Managing Partner at Traub Capital Partners. Geoff brings decades of experience as an operator-turned-private equity investor. He shares his invaluable insights on how private equity firms and portfolio companies can collaborate more effectively for superior results. Breakdown: [00:00] Geoff Lurie, Managing Partner at Traub Capital Partners, is introduced as an operator-turned-PE investor.[00:25] Geoff emphasizes the need to focus on how price increases are perceived on the other side.[00:55]...2024-09-1736 minThe Private Equity Podcast, by Raw SelectionAn Operator-turned-PE Investor's Take on How to Originate More Deals, Playbook with Ted ClarkWelcome back to the Raw Selection Private Equity Podcast! In this episode of our Playbook series, we're thrilled to have Ted Clark return. Ted, a seasoned chief executive now making waves as a private equity investor with Iron Path Capital, shares invaluable insights into the art of deal origination. Having previously discussed growing enterprise value from $30 million to $1.4 billion, Ted now dives into the strategies that set Iron Path Capital apart in the competitive landscape of private equity. This session is packed with actionable advice for anyone looking to enhance their deal-making prowess. So, let's jump right into another...2024-09-1028 minThe Private Equity Podcast, by Raw Selection5+ PE-Backed Exits, the Fundamentals of a Proven CEO With Jeffrey StarkWelcome to the Private Equity Podcast! In this episode titled host, Alex Rawlings, dives into the insights and strategies of a seasoned executive known for his leadership in multiple private equity-backed exits. Jeffrey Stark discusses his career trajectory, highlighting his transition from corporate America to becoming a pivotal figure in private equity spaces, steering companies through significant growth and successful exits. Breakdown:[00:00] Jeffrey Stark discusses his success with multiple private equity exits. [00:11] He highlights his collaborative leadership approach, emphasizing guidance without micromanagement. [00:40] Stark...2024-09-0345 minThe Private Equity Podcast, by Raw SelectionHow the Best Private Equity Firms Hire Top Portfolio Executives With Jordan BurtonWelcome to The Private Equity Podcast by Raw Selection! In this episode, our host, Alex Rawlings, is joined by Jordan Burton, co-founder of Talgo. Together, they delve into the intricacies of talent interviewing and assessment within the private equity sector. Jordan brings a wealth of knowledge from his transition from a potential private equity investor to an expert in executive talent assessment. This discussion promises to enlighten those interested in optimizing their hiring processes and understanding the common pitfalls and best practices in recruiting top-tier executives. [00:00] Introduction to Jordan Burton, specializing in talent interviewing and a...2024-08-2744 minThe Private Equity Podcast, by Raw SelectionA Private Equity Firm Founders Playbook On Value Creation With Brendan AndersonWelcome to the Private Equity Podcast! In this episode, we explore the nuances of building and scaling businesses within the private equity realm. Alex excited to welcome back Brendan Anderson, Managing Partner of ScaleCo Capital. [00:00] Brendan emphasizes the importance of having the right people and vision for successful business ventures.[00:11] Discussion on enhancing value through strategic customer engagement and supplier relations.[00:21] Insight into the shift from gut feeling to data-driven decision-making in business strategies.[00:50] How ScaleCo Capital scales smaller businesses often overlooked by...2024-08-2033 minThe Private Equity Podcast, by Raw SelectionFounding and Managing a Private Equity Firm, Highs and Lows with Brad Nathan - Playbook SeriesWelcome to the Private Equity Podcast! In this episode, Alex Rawlings welcomes back Brad Nathan, a seasoned private equity firm founder, to dive into the intricacies of starting and managing a PE firm. Brad shares first-hand experiences, detailing the triumphs and tribulations he's encountered and offering a comprehensive guide for navigating the competitive private equity landscape.Episode Timestamps:[00:00] Introduction of today’s topic and guest, Brad Nathan.[01:15] Exploration of Brad’s early career and the motivations behind starting his private equity firm.[03:30] Challenges faced during the...2024-08-1345 minThe Private Equity Podcast, by Raw SelectionKey Advice For Every PE-Backed Executive With Matt SharrersWelcome to the Private Equity Podcast! In this episode, we dive into the intricate dynamics of managing relationships between CEOs and private equity firms with our guest, Matt Sharrers, founder of ETJ Advisory. Matt shares his extensive experience and insights on how executives can effectively navigate the transition into private equity-backed roles, focusing on the critical aspects of cultural change, value creation, and team management.[00:00] Welcome back to the Private Equity Podcast by Raw Selection. [00:59] Matt Sharrers discusses his background and current role at ETJ Advisory, including his past e...2024-08-0626 minThe Private Equity Podcast, by Raw SelectionThe Vast Opportunity of Investing in Sub $5M EBITDA Companies With Mason MyersWelcome to The Private Equity Podcast! In this episode, we’re diving deep into the world of investments with a focus on sub $5M EBITDA companies. Our guest is Mason Myers, Founder and Managing Partner of Greybull Stewardship. Mason’s expertise lies in navigating and scaling smaller, often overlooked businesses, and he’s here to share valuable insights on how to unlock potential and drive growth in this niche market. [00:00] Alex Rawlings introduces the podcast and today's focus on investing in sub $5M EBITDA companies with guest Mason Myers.[00:13] Discussion on Grable...2024-07-3024 minThe Private Equity Podcast, by Raw SelectionPrivate Equity and How it is Embracing Technology Transformation With Alan WilliamsonWelcome to the Private Equity Podcast! In this episode, we explore "Private Equity and Technology Transformation" with Alan Williamson. Alan, a seasoned CTO and operating partner, shares insights from his journey—from embedded engineering to navigating Enterprise Java and PE due diligence. He emphasizes crucial operational details affecting portfolio companies, such as cybersecurity and data ownership, and discusses the evolving role of technology in PE.[00:10] Social engineering is still the number one way to hack a company.[00:17] Introduction of guest Alan Williamson, CTO, operating partner, and author....2024-07-2324 minThe Private Equity Podcast, by Raw SelectionA CEO’s Lessons From Taking a Private Equity Backed Business To An Exit With Nathan Sanders Welcome to the Private Equity Podcast! In this episode, host Alex Rawlings dives into a rich conversation with Nathan Sanders. From navigating financial constraints during the pandemic to tackling add-on acquisitions and integrating technology effectively, Nathan shares valuable insights gained from his extensive experience in leading Private Equity-backed businesses. Tune in to glean lessons on leadership, growth strategies, and the importance of a growth mindset in the world of Private Equity. [00:12] Introduction to the episode, highlighting Nathan Sanders' experience as a Private Equity-backed CEO in various industries.[01:35] Nathan Sanders introduces himself a...2024-07-0942 minThe Private Equity Podcast, by Raw SelectionServant Leadership and Disruptive Marketing in Private Equity With Nick McLean Welcome to the Private Equity Podcast! In this episode, host Alex Rawlings engages in a dynamic discussion with Nick McLean, founder of Four Pillars Investors, on the topics of servant leadership and disruptive marketing in the Private Equity sector. Join us as we delve into Nick's insights and experiences in navigating the complexities of the industry. [00:00] Hosted by Alex Rawlings, featuring Nick McLean. Discussion on servant leadership and disruptive marketing in Private Equity.[00:12] Nick McLean, founder of Four Pillars Investors and creator of Nick McLean Private Equity YouTube channel.2024-07-0226 minThe Private Equity Podcast, by Raw SelectionWhy Deals Fail and How to Avoid It With Brian Scanlon - Playbook SeriesWelcome to The Private Equity Podcast! In this episode, host Alex Rawlings discusses the critical factors behind deal failures and how to steer clear of them. Brian Scanlon from DealGen Partners shares insights on deal origination and sales processes. He stresses prep and presentation, akin to staging a house for sale. Brian pinpoints reasons for deal failures: unprepared sellers, messy finances, and unrealistic valuations. He also covers effective deal structures, boosting multipliers, and seller challenges like cultural clashes and prolonged due diligence. Key takeaway: swift action and clear communication are vital to keep deals on track. Tune in for...2024-06-2529 minThe Private Equity Podcast, by Raw SelectionThe Value Creation Plan From an Operator Turned Investor With Paul SwaneyWelcome to The Private Equity Podcast! In this episode, host Alex Rawlings is joined by Paul Swaney, Managing Director of Swaney Group Capital. Formerly with Partners Group and a veteran of McKinsey and Amazon, Paul dives into the intricate world of value creation from an operator turned investor perspective. He shares his journey from the military to the forefront of private equity, discusses the innovative use of media for business growth, and details the strategic operational frameworks that have shaped his successful career. Join us as Paul provides a deep dive into his approach to enhancing portfolio company performance...2024-06-1830 minThe Private Equity Podcast, by Raw SelectionProven Strategies for Achieving 7 Exits and Maximizing Business Value with Chris JamrozWelcome to The Private Equity Podcast! In this episode, host Alex Rawlings talks with Chris Jamroz, CEO of Roadrunner and a former executive at Ascent Global Logistics. Chris shares his extensive experience in logistics and Private Equity, discussing the transition from investment banking to executive leadership. He highlights the common errors in Private Equity, such as focusing too heavily on past performance instead of potential growth, and offers advice on effective leadership and strategic investment. Chris also provides insights into navigating the cyclical nature of the logistics industry and emphasizes the importance of operational expertise in achieving successful exits...2024-06-1140 minThe Private Equity Podcast, by Raw SelectionHow To Due Diligence Your Most Important Asset in Private Equity With Dan CremonsWelcome to The Private Equity Podcast! In this episode, host Alex Rawlings chats with Dan Cremons, Founder of Accelera Partners, and discusses the integration of human capital into Private Equity value creation, emphasizing proactive talent management. He shares insights on optimizing teams, strategic hiring, and the significance of due diligence on leadership before acquisition. Cremons stresses learning from hiring mistakes, recognizing biases, and evolving human capital practices. He advocates for nuanced talent assessment, including development and coaching. Resources influencing his approach to value creation and human capital in private equity are also shared.Breakdown:2024-06-0442 minThe Private Equity Podcast, by Raw SelectionHow Private Equity Firms Can Engage Owners & Founders to Secure the Deal with Chris ParisiWelcome to The Private Equity Podcast! In this episode, host Alex Rawlings engages with Chris Parisi, a partner at Carl Marks Advisors, to discuss how Private Equity firms can more effectively engage with business owners and founders to secure successful deals. Parisi shares insights from his extensive experience in middle-market investment banking, focusing on the nuances of working with family-owned and privately held businesses. He emphasizes the importance of understanding and respecting the unique challenges these businesses face, such as customer concentration and the need for a cultural fit beyond mere financial valuation. Throughout the discussion, Parisi...2024-05-2829 minThe Private Equity Podcast, by Raw SelectionWhat The Best Private Equity Firms Are Doing To Attract Capital With Rocío HeresWelcome to The Private Equity Podcast! In this episode, host Alex Rawlings speaks with Rocío Heres, Partner at AltamarCam Partners and discusses the competitive nature of capital raising in Private Equity, stressing the value of talent development and succession planning for long-term success. She highlights the shift towards specialization in the industry and the importance of aligning with LP expectations in fundraising efforts. Rocío shares insights from her international career and addresses the balance between professional success and personal life, advocating for increased female representation in Private Equity. Contact details for further conversations with Rocío are als...2024-05-2129 minThe Private Equity Podcast, by Raw SelectionThe Tools To Increase Your Exit Multiples - The Playbook Series With Carl CoxWelcome to The Private Equity Podcast! This is the first episode in The Playbook Series. In this episode, host Alex Rawlings speaks with Carl Cox, the CEO of 40 Strategy. Carl shares insights on increasing exit multiples for private equity investments. Highlighting the gap in data-driven strategy, Cox introduces a software tool for strategic planning that focuses on business improvements to positively impact exit multiples. He emphasizes the importance of reducing business risks and enhancing sales processes as key strategies. The discussion also explores the role of leading indicators in driving growth. Breakdown:[00:00]2024-05-0732 minThe Private Equity Podcast, by Raw SelectionThe Opportunity in Micro Cap Investing And The Importance of Playbooks With Javar AveryWelcome to The Private Equity Podcast! In this episode, host Alex Rawlings talks with Javar Avery, President at Sun and Moon Capital. They delve into micro-cap investing's potential and the essential role of operational playbooks. Avery discusses the rationale behind focusing on smaller, often overlooked companies, detailing the importance of detailed due diligence and strategic deal-making. He highlights overcoming key risks, like key man risk, and maintaining owner engagement for success. The episode also touches on Avery's influences and reading recommendations, offering insights into effective strategies for micro-cap investment growth.Breakdown:[00:00]...2024-04-3030 minThe Private Equity Podcast, by Raw SelectionRefining Your Investment Focus for Enhanced Deal Flow and Climate Crisis Mitigation with James MackeyWelcome to The Private Equity Podcast! In this episode, host Alex Rawlings talks with James Mackey, the Managing Director of Climate Investment. They discuss the advantages of a focused investment strategy for boosting deal flow and addressing the climate crisis. James highlights the importance of precise investment criteria in attracting impactful projects, especially in hard-to-abate sectors like heavy industry and transportation. He stresses the need for realistic assessments and data-driven decisions to scale investments effectively. The conversation offers key insights for investors aiming to contribute significantly to environmental sustainability through disciplined investment approaches.Breakdown: 2024-04-2329 minThe Private Equity Podcast, by Raw SelectionInvesting In Real Assets And The Electric Transportation Revolution With Reuben MungerWelcome to The Private Equity Podcast! In this episode, host Alex Rawlings chats with Reuben Munger of Vision Ridge Partners about the intersection of Private Equity and sustainable investments, focusing on the electric transportation revolution. Munger, a pioneer in sustainable real assets, shares insights into transitioning from hedge funds to Private Equity with a sustainability lens, and the impact of electric vehicles and infrastructure on the environment and investment returns. Dive into this engaging discussion on how Vision Ridge Partners is leading the charge in sustainable investments, shaping a greener future through strategic, impactful projects.Breakdown: 2024-04-1629 minThe Private Equity Podcast, by Raw SelectionLessons From a Founder That All Private Equity and Portfolio Executives Need to Hear With Allan DraperWelcome to The Private Equity Podcast! This episode provides valuable insights into the mindset and strategies of a successful entrepreneur who has founded and managed multiple businesses. Allan Draper's experiences offer lessons on leadership, the importance of delegation, and the value of aligning with passionate individuals, all crucial for Private Equity investors and portfolio executives aiming for growth and success.Breakdown: [00:00] Introduction to Allan Draper's business portfolio, highlighting his principle of delegation and efficiency.[00:28] Alex Rawlings explains the value Allan brings to the podcast, focusing on insights f...2024-03-2640 minThe Private Equity Podcast, by Raw SelectionMastering investor discipline: Insights on avoiding key mistakes with Maria PacellaWelcome to The Private Equity Podcast! In this episode, Alex Rawlings has an insightful conversation with Maria Pacella, Managing Partner of Pender Ventures. Maria tells us about the critical mistakes made by investors in Private Equity and Venture Capital, the essence of investor discipline, and valuable learnings from her extensive experience in the investment world.Breakdown: [00:00] Introduction to the episode's theme on investor discipline and key mistakes made by investors.[00:51] Maria Pacella's introduction and background, detailing her journey from growing up on Vancouver Island to becoming a managing partner at Pender...2024-03-1926 minThe Private Equity Podcast, by Raw SelectionOvercoming adversity to become a serial entrepreneur and successful investor, with Gregory Shepard.Welcome to The Private Equity Podcast! In this insightful episode, host Alex Rawlings engages with Gregory Shepard, a distinguished entrepreneur, co-founder of BOSS Capital Partners, and a Forbes Books author. Shepard shares his remarkable journey from humble beginnings, growing up in a tent and facing challenges due to his neuro divergences, to becoming a serial entrepreneur with 14 liquidity events and multiple awards under his belt.Breakdown:[00:03] Gregory Shepard's Background: Gregory opens up about his challenging upbringing, living in a tent while building their house, and dealing with autism, dyslexia...2024-03-1238 minThe Private Equity Podcast, by Raw SelectionHow Private Equity can use AI and the how behind digital transformation with Glenn HopperIn this episode of The Private Equity Podcast, host Alex Rawlings, treats listeners to a deep dive into the realm of artificial intelligence within the Private Equity sphere. Joining Alex as this week's guest is Glenn Hopper, an expert in digital transformation with extensive experience in deploying AI solutions in Private Equity contexts.Throughout the episode, Alex and Glenn explore how AI is reshaping the landscape of Private Equity, offering new avenues for growth, decision-making, and operational efficiency. Glenn shares his insights into the practical applications of AI, emphasizing the importance of understanding the intricacies behind digital...2024-02-1335 minThe Private Equity Podcast, by Raw SelectionHow Brian organically increased revenue by $50M and created $500M in EBITDA with Brian CassadyIn a compelling episode of The Private Equity Podcast, host Alex Rawlings engages in a insightful conversation with industry veteran Brian Cassady. The focus of this episode is on Brian's exceptional achievement of organically increasing revenue by $50 million and creating an impressive $500 million in EBITDA.Throughout the episode, Brian shares the strategic insights and transformative decisions that fueled this substantial growth. From innovative operational tactics to identifying and capitalizing on market trends, listeners gain a comprehensive understanding of the nuanced approaches that drove this remarkable success story within the Private Equity landscape.Join host Alex...2024-02-0647 minThe Private Equity Podcast, by Raw SelectionNick Antoine on How Private Equity Firms can Differentiate Themselves in a Crowded MarketNick Antoine is the Co-Founder, Co-CEO and Managing Partner at Red Arts Capital, where he leads fundraising, research and thesis development. Before forming Red Arts in 2015, Nick served as Special Assistant to the Chairman and Chief Executive Officer of Ariel Investments, a $13 billion asset management firm. What You’ll Learn:Deal flow processes within a narrow nicheHow PE firms can differentiate themselves in a crowded marketUnderstanding competitive edge in private equityHow PE firms strike deals in the supply chain and logistics space2022-08-0918 minThe Private Equity Podcast, by Raw SelectionEwan Mackinnon on How to Correct Common Mistakes Made by Private Equity Firms and Portfolio CompaniesEwan Mackinnon is a Partner for Maven Capital Partners, a VCT, Private Equity and Property Fund Manager that provides funding to growth-focused UK SMEs and tax-efficient investment opportunities for investors What You will LearnHow to correct common mistakes made by PE firms and portfolio companiesHow Maven Capital Partners drive value creationHow the UK CPT works for MavenEducational resources for industry awareness Breakdown[00:51] Getting to know Ewan Mackinnon[04:13] One mistake PE firms or...2022-07-1225 minThe Private Equity Podcast, by Raw SelectionPaul Doyle on Leadership in Private Equity Firms and Portfolio CompaniesPaul Doyle is the Managing Partner at Blackford Capital, a Private Equity firm in Grand Rapids, Michigan, which makes majority control investments in founder and family-owned, lower middle market manufacturing, industrial and distribution companies. What You Will LearnProcess PE firms can adopt to achieve specific objectives Internal relations to build morale and improve working environments Literatures on proper leadership and management Other resource materials utilized for industry information Breakdown[00:40] Introduction of Paul Doyle[06:06] On mistak...2022-06-2843 minThe Private Equity Podcast, by Raw SelectionNevin Raj on How Private Equity Firms are Preparing for the Impending RecessionNevin Raj is the Chief Operating Officer and Co-Founder of Grata, a B2B search engine for discovering small to middle-market private companies. At Grata, Nevin is responsible for leading operations of the business, from sales and marketing to customer success and product initiatives. What You'll Learn:How PE firms are preparing for the impending recessionPredictions for Private Equity investing 2022 and beyondKey identifiers for an impending recessionHow PE investment strategies have evolved over the years Breakdown...2022-06-2118 minThe Private Equity Podcast, by Raw SelectionMatthew Frankel on the Pros and Cons of Structured Private Equity InvestingToday we welcome Matthew Frankel, the Managing Partner at Levine Leichtman Capital Partners (LLCP). Over the course of four decades, LLCP has differentiated itself through its successful structured private equity investment strategy across the United States and Europe. What You’ll LearnStructured private equity investmentsEquity ownership of management teamsHow LLCP expanded globallyRelationship building between investor and portfolio companies Breakdown[00:48] Getting to know Matthew Frankel [02:11] Common mistake by PE firms...2022-06-1431 minThe Private Equity Podcast, by Raw SelectionKrista Morgan on Adopting a Private Equity Approach to Venture Capital InvestingKrista Morgan is the General Partner at Stage, a majority female-led private equity fund focused on acquiring controlling interests in companies undergoing a change in capital structure, strategy, operations, or growth. What You'll LearnHow VC firms take over firms and lead them to growthWhat it's like to work in a female-led investment firmWhy most start-ups failThe publicity and business that comes with winning awards Breakdown[00:50] Getting to Know Krista Morgan[03:05] Common Mi...2022-05-3133 minThe Private Equity Podcast, by Raw SelectionSteffen Pauls on Changes in the Private Equity Industry Mindset Over the YearsToday we welcome Steffen Pauls, who is the Founder, CEO, and Chairman of Moonfare. Previously, Steffen was KKR's Managing Director and Country Head in Germany. At present, Moonfare is an award-winning digital platform that enables individuals to invest in top-tier private equity funds. What You’ll LearnChanges in the PE industry mindset over the yearsSteffen's time at KKRHow Moonfare makes individual investing possibleMoonfare's due diligence process Breakdown[01:00] Getting to know Steffen Paul...2022-05-1739 minThe Private Equity Podcast, by Raw SelectionAndrea Petrone on How to Assess Leaders and Building Trust Between Teams after AcquisitionToday we welcome Andrea Petrone who is a strategic advisor to C-level executives. Having been a senior executive himself, Andrea brings his experience and expertise to help leaders become more effective. He also shares his insights on his podcast, “The World Class Leaders Show”What You’ll LearnHow to assess leadersThe traits all CEOs should haveTalent selection tools and tipsBuilding trust between teams after acquisition Breakdown[00:54] Getting to know Andrea Petrone[02:29] Common...2022-05-0331 minThe Private Equity Podcast, by Raw SelectionNevin Raj on Driving the Pipeline of Proprietary Deal FlowOn this episode, we welcome Nevin Raj, Co-Founder and COO of Grata.What You’ll LearnDriving the pipeline of proprietary deal flow Investment trends and opportunities Venture funding Grata’s success What makes a top performerBreakdown[00:45] Introducing Nevin [02:04] Common mistakes by PE firms [05:50] What PE firms should do to drive pipeline of proprietary deal flow [07:56] Investment trends and opportunities [10:19] The funding route and venture funding [13:53] Grata’s success [16:30] Attributes that make a top performer [19:12] What Nevin loves an...2022-04-1925 minThe Private Equity Podcast, by Raw SelectionTodd Cipperman on How Private Equity Firms Can Stay on Top of Compliance ChallengesTodd Cipperman is the founding principal of Cipperman Compliance Services. They help advisers, broker-dealers, and funds protect their franchises against regulatory risk through the development, implementation, and operation of customized compliance programs. What You’ll Learn:How PE firms can stay on top of compliance challengesLooming compliance regulations around the worldThe compliance burden plaguing private equityProtection against the questionable actions from portfolio companies Breakdown[00:50] Getting to Know Todd Cipperman[02:44] Common Mistakes by PE F...2022-04-0533 minThe Private Equity Podcast, by Raw SelectionTrevor Ewen on How the Top Private Equity Firms Avoid Bidding WarsTrevor Ewen is the CEO of Southport Technology Group and the Managing Partner at Southport Ventures, an acquisition fund focused on buying profitable, mission-critical, B2B SaaS businesses. What You'll Learn:Why Private Equity is Buying Up Software CompaniesWhy Private Equity Demands A Lot of Patience How the Top PE Firms Avoid Bidding WarsInsights Into The Lucrative SaaS Business Model Breakdown[00:45] Getting to Know Trevor Ewen[02:09] Common Mistakes by PE Firms and Portfolio Com...2022-03-2224 minThe Private Equity Podcast, by Raw SelectionTeresa Farmaki on Female Empowerment in Private Equity and Why PE Experts Need to Start Thinking Outside the BoxTeresa Farmaki is the Managing Partner & Co-Founder at Astarte Capital Partners, an asset management firm focused on sustainable real asset sectors. She is also the former Managing Director at Signia Wealth Limited. What You’ll Learn:What are Real Assets and How Can You Invest In ThemWhy PE Experts Need to Start Thinking Outside the BoxHow to Tackle Investment Decisions From a Practical PerspectiveWhy Diversity is Crucial for Investment SuccessWomen Empowerment in Private Equity Brea...2022-03-0834 minThe Private Equity Podcast, by Raw SelectionJun Hong Heng on Why Autotech Start-ups are Hot Targets for Private Equity FirmsIn this episode, we welcome Jun Hong Heng, the Founder and Chief Investment Officer of Crescent Cove Advisors, LP, a technology investment firm focused on working with founders and management teams to build the iconic companies of tomorrow. He is also the Chairman and Chief Executive Officer of COVA Acquisition Corp. What You'll LearnTrends shaping the future of autotechWhy autotech startups are hot targets for private equity firmsHow the top private equity firms attract the best talentBoard members and how they in...2022-02-2226 minThe Private Equity Podcast, by Raw SelectionSean Mooney on Better Communication Between PE Firms and Portfolio CompaniesToday’s GuestToday we welcome Sean Mooney founder and CEO of BluWave. Sean has worked in the private equity industry for more than 20 years. He was a partner at SFW Capital Partners and has served on the board of directors of several companies. Now at BluWave, his passion lies in connecting private equity funds with expert service providers to help businesses succeed. What You’ll LearnA veteran PE investor’s insights about the industryOrigins of BluWave and how their service works Better c...2022-02-0832 minThe Private Equity Podcast, by Raw SelectionJimmy Vaiopoulos on Private Equity Investing for All Types of InvestorsToday's GuestIn this episode, we welcome Jimmy Vaiopoulos, the Chief Financial Officer at Stack Capital, an investment holdings company that makes it possible for any investor to participate in the growth of some of the world's most innovative private businesses. What You'll LearnHow to invest without being an accredited investorPrivate Equity investing for all types of investorsThe primary building blocks of a successful PE firmWhat most PE firms should improve onThe definition of a...2022-01-2521 minThe Private Equity Podcast, by Raw SelectionMario Nigro on the Most Impressive M&A ProcessesToday’s GuestOn this episode, we welcome Mario Nigro, Partner at Stikeman Elliott LLP, and Blake, Cassels & Graydon LLP.What You’ll LearnWhat PE firms should improve onMost impressive M&A ProcessesProprietary Base VS M&A Advisor and Investment BankerHow to be a top performerDiversity in private equity firmsBreakdown[00:28] Introducing Mario [01:43] Common mistakes by PE firms [05:54] What PE Firms Should Improve On [09:17] Impressive M&A Proc...2022-01-1136 minThe Private Equity Podcast, by Raw SelectionOla Brown on Impact Investing in Africa and Ensuring Successful InvestmentsToday we welcome Dr. Ola Brown, founder of Flying Doctors Healthcare Investment Company, a healthcare investment firm focused on investing in healthcare service companies in Africa. What You’ll LearnHow Dr. Ola got into the financial investments industryFinTech in InvestingEnsuring successful investmentsResults and improvements made from investing in healthcare servicesBreakdown[00:49] Introducing Dr. Ola [01:18] Common mistakes by PE firms and portfolio companies [03:28] Transition from Doctor to Investor [07:36] How FinTech Plays into Investing [11:00] How Dr. Ola E...2021-12-2823 minThe Private Equity Podcast, by Raw SelectionKevin Flick on Advice for Companies Who Want to Go Public and Tips for a Successful IPOToday we welcome Kevin Flick who is ISC Manufacturing’s Chief Financial Officer. He has acquired and transformed 4 PE-backed companies and has led 3 successful IPOs. Kevin’s broad perspective has allowed him to grow businesses and teams, having been a vice president, due diligence advisor, board member, financial analyst, and investment analyst earlier in his career. What You’ll LearnOpen communication in PE backed companiesPrivate VS Public EquityHow Canacol Energy became the leading natural gas supplier in ColombiaTips for a successful IPO...2021-12-1429 minThe Private Equity Podcast, by Raw SelectionAlexander Leigh on Emerging Fields and Investment Trends in the Tech IndustryToday’s GuestToday we welcome Alexander Leigh, who is the Senior Investment Executive at the Development Bank of Wales. He has an extensive background in tech investing, having closed 23 deals for both venture capital and private equity over the course of his career. What You’ll LearnThe nuances between private equity and venture capitalAdvantages of a specialist over a generalist investorEmerging fields and investment trends in the tech industry Breakdown[00:46] Getting to know...2021-11-3032 minThe Private Equity Podcast, by Raw SelectionSandy Damm on Why Globalisation is for All Business SizesToday’s GuestToday we welcome Sandy Damm who was the previous managing director of Sontay. He recently published a new book called SME Globalisation that details how and why businesses can benefit from going international. What You’ll LearnWhy globalisation is for all business sizesImplementation of a globalisation strategyCost efficient international operations Breakdown[00:45] Getting to know Sandy Damm[01:56] Common mistake by PE firms and portfolio companies[03:21] Why Sandy w...2021-11-1620 minThe Private Equity Podcast, by Raw SelectionAntoine Sage on Building Better Relationships with LPs and Portfolio CompaniesToday we welcome Antoine Sage who was the founding and managing partner of FnB Private Equity. Currently, he is the founder of PE Cube, a SaaS solution company for PE firms. He is also a lecturer at INSEAD and draws on his 20 years of experience in private equity to give back to students. What You’ll LearnPE Cube as a SaaS for private equityBuilding better relationships with LPs and portfolio companiesHow Antoine’s experiences at the academe influences his practiceTips and advice...2021-11-0230 minThe Private Equity Podcast, by Raw SelectionDaniele D'Alvia on How SPACs are Affecting Private EquityToday we welcome Daniele D'Alvia, the CEO and Founder of SPAC’s Consultancy - the global expert on special purpose acquisition companies. Since 2014, Daniele has been publishing papers and editorial pieces on the topic. He authored Mergers, Acquisitions, and International Financial Regulation, the first book on SPACs. Additionally, he is also a teaching fellow at Queen Mary University of London. What You’ll LearnDefining SPACsHow SPACs are affecting private equityNew investment opportunities with SPACs Breakdown[00:50] Getting to kno...2021-10-1915 minThe Private Equity Podcast, by Raw SelectionRich Ashton on the AdTech and MarTech Industry and Starting Up a Venture FirmToday’s GuestToday we welcome Rich Ashton, a managing partner of First Party Capital, a new operator-led venture firm focused on investments in start-ups, advertising and marketing technology (AdTech and MarTech), digital media, and data with focus on Europe and APAC. What You’ll LearnThe European Regulation’s impact on tech companiesHow the pandemic affected creating the companyAdvice in setting up Venture Capitalist FirmsChoosing to speak between founders and investorsBreakdown[0...2021-10-0525 minThe Private Equity Podcast, by Raw SelectionAdam Coffey on Designing and Executing Your Exit StrategyToday we welcome back returning guest Adam Coffey after his last episode became the most downloaded Private Equity episode. Adam is a Chief Executive of CoolSys and author of “The Private Equity Playbook: Management's Guide to Working with Private Equity” as well as an upcoming book “The Exit Strategy Playbook”. What You’ll LearnWhat kind of advisors to look forWhen to seek advisorsHow to be an effective entrepreneur and salespersonThe importance of transparency and creating a buyer universeBreakd...2021-09-2155 minThe Private Equity Podcast, by Raw SelectionChristen Paras on Excellence in Managing LP Relationships & Increasing Deal Origination*The information contained herein is provided for informational and discussion purposes only and is not an offer to sell or a solicitation of an offer to buy an interest.*Today’s GuestToday we welcome Christen Paras who is MiddleGround Capital’s managing director of business development and investor relations. With a hands-on operational expertise, MiddleGround Capital invests in B2B companies in the industrials and specialty distribution sector that are in the lower middle markets.What You’ll LearnWhy you should take busine...2021-09-0741 minThe Private Equity Podcast, by Raw SelectionBethany Gorham on Using ESG to Manage Risk and Create Value within Portfolio CompaniesToday’s GuestToday we welcome Bethany Gorham, Senior Vice President at Orion Energy Partners, where she has recently formed the IDEA group (Investment Development, Engagement, and Accountability). Orion is an investment firm that offers creative investment and equity solutions to middle-market infrastructure companies that are primarily focused on environmental innovation and driving sustainable finance forward. Before Orion, Bethany worked in impact investing and data and analytics in sustainable and socially responsible investing. What You’ll LearnESG as due diligence and a tool for identifying opportunities...2021-08-2422 minThe Private Equity Podcast, by Raw SelectionLeon Brujis on The Advantages of Diversity in a Private Equity FirmToday’s GuestToday we welcome Leon Brujis who is a partner at Palladium Equity Partners. The firm was founded in 1997 and has invested over $2.8 billion of capital across different industries like retail, food, transportation and logistics, business services and media. Palladium Equity Partners’ investment focus is on founder and family-owned businesses that benefit from America’s growing Hispanic market. What You’ll LearnThe effect of biases on investing decisions and dealsLeon’s experience of bias during an investmentHow diversity in a privat...2021-08-1021 minThe Private Equity Podcast, by Raw SelectionJon Ostenson on the Challenges of Investing at the Franchise LevelToday’s GuestToday we welcome Jon Ostenson CEO of FranBridge Consulting & Capital (FBC). As the former president of an Inc. 500 franchise system and a multi-brand franchisee himself, Jon is an expert in non-food franchise industries. At FBC, he educates clients and introduces them to franchising investment opportunities. What You’ll LearnInvesting opportunities in the franchise industryRise of non-food and non-retail franchisesFranchisee VS franchisor level of investment Challenges in franchise investingBreakdown[00:3...2021-07-2722 minThe Private Equity Podcast, by Raw SelectionJames Lee on Maintaining a Smoother Deal Process through Transparent Communication and Standardizing M&A Purchase AgreementsToday’s GuestToday we welcome James Lee who is a partner at Proskauer Rose’s private equity/M&A group. He advises private equity firms, venture capital funds, and portfolio companies on a variety of transactions such as mergers and acquisitions, leveraged buyouts, and PE and VC investments to name a few. From 2015 to 2018, James has been nominated and has received several M&A Advisor Awards for his exceptional legal counsel. What You’ll LearnSmoother deal process through transparent communicationESG metrics, certification, and cre...2021-07-131h 01The Private Equity Podcast, by Raw SelectionNancy Barnes on Common HR Mistakes Made by Private Equity Firms and Portfolio CompaniesToday’s GuestToday we welcome Nancy Barnes, a freelance human resources professional who works with several businesses inside a private equity portfolio. In her 18 years of talent management, she has helped transform international companies by making strategic HR changes to drive business growth. What You’ll LearnThe importance of transparent communicationHow to avoid panic hiringStrategic approach to human resource managementCreating a social engagement teamWhat characteristics to look for in senior hires2021-06-2931 minThe Private Equity Podcast, by Raw SelectionAnthony DeCandido on the Importance of ESG in Private Equity and Essential ESG Metrics to ReportToday’s GuestToday we welcome Anthony DeCandido who is a financial services partner at RSM, the leading provider of audit, tax, and consulting services to the middle market. He also serves as RSM’s main advisor for environmental, social, and governance (ESG) practices. With his industry expertise, Anthony helps companies adapt ESG strategies so they can achieve better business results.What You’ll LearnImportance of ESG in private equityHow to implement ESG strategies in the companyEssential ESG metrics to rep...2021-06-1528 minThe Private Equity Podcast, by Raw SelectionDan Shockley on How to Build Trust Between Private Equity Firms and Portfolio CompaniesToday’s GuestToday we welcome Dan Shockley, Managing Director and Co-Founder of LFM Capital. Dan has over two decades of experience in management leadership and operations. He has held managerial positions at American Axle, Caterpillar, and Amazon before entering private equity.LFM Capital is a PE firm that invests in lower to middle market manufacturing companies and industrial service businesses. They help businesses develop world-class operations which increases long term value for all stakeholders. What You’ll LearnHow to build trust betwee...2021-06-0138 minThe Private Equity Podcast, by Raw SelectionKjael Skaalerud on The Digital Collision Coming for Private Equity and Venture Capital FirmsToday's GuestToday we welcome Kjael Skaalerud, the Chief Revenue Officer in Altvia, a market-leading provider for CRM and investor & deal management systems built explicitly for Private Equity Firms. He is also the founder of Skaling Ventures and believes businesses blend art and science to create and capture value. What You'll LearnHow data is taking over the Private Equity and Venture Capitals spaceTwo well-known ways companies grow their revenueWhy Private Equity Firms are not at the forefront of tech adoption2021-05-1848 minThe Private Equity Podcast, by Raw SelectionReynir Indahl on Sustainability, ESG Investing and Solving Global Challenges in the Private Equity IndustryToday’s GuestToday we welcome Reynir Indahl, Founder and Managing Partner of Summa Equity, a company solely dedicated to impact investing in companies that seek to solve global challenges. He enjoys everything from being part of the deal to driving performance and also hosts the Corporate Unplugged podcast. What You’ll LearnHow the Private Equity Space has evolved over timeThe benefits of niching down your businessWhy sustainability is the new driver for value creationRole of purpose in busin...2021-05-0439 minThe Private Equity Podcast, by Raw SelectionOliver Gottschalg on How Private Equity Firms Can Identify Their USP To Target LP'sToday’s GuestToday we welcome Oliver Gottschalg founder and head researcher of PERACS, the leading private equity analytics provider. Oliver also serves as an associate professor at HEC Paris and as academic dean of the TRIUM Global Executive MBA. Combining all of his research and work experience in private equity, Oliver has been in the field for 20 years now. What You’ll LearnHow PERACS deals with both GPs and LPs Challenges in acquiring private equity data How PE firms can ide...2021-04-2042 minThe Private Equity Podcast, by Raw SelectionAdam Coffey on the Best Practices for Acquisition and IntegrationPrivate Equity PodcastToday’s GuestToday we welcome Adam Coffey, bestselling author of The Private Equity Playbook. For over two decades, he worked as president and CEO of several private equity-backed service companies. Currently, he is the CEO of CoolSys, a market-leading refrigeration and HVAC service company in America. What You’ll LearnRecruiting the right people to drive growth Best practices for acquisition and integrationAdam’s exit strategy Breakdown...2021-04-061h 09The Private Equity Podcast, by Raw SelectionBruce Sinclair on Digital Transformation and its ImpactToday’s GuestToday we welcome Bruce Sinclair, founder and principal consultant of Digital Operating Partners. Drawing from his experiences as a CEO and as a consultant, he authored two books on how businesses can leverage technology to create more value. What You’ll LearnDefinition of digital transformation and how it creates value How to get started on digital transformationThe role of digital transformation in private equityExample applications of high-level technology to create smart products and service...2021-03-2355 minThe Private Equity Podcast, by Raw SelectionLaith Murad on Strategies That Work for Chief Marketing Officers Private Equity Podcast Today's GuestToday we welcome Laith Murad, an experienced Chief Marketing Officer, having worked for small equity-backed companies right up to being a vice president with Yahoo. What You'll LearnThe relationship between marketing and business successHow to beat your competition using SEOWhy emotions and human behavior are essential to every marketing campaignWhy data doesn't always work in marketingHow to determine your target audienceHow influencers ha...2021-03-0949 minThe Private Equity Podcast, by Raw SelectionGreg Gille on How Private Equity Firms Fuel Top Tier Value CreationToday's GuestToday we welcome Greg Gille, the chief editor of Unquote, a European public equity publication that focuses on financial markets across Europe from a data viewpoint. Gille is also the chair of the judging panel for the British Private Equity Awards. What You'll Learn How private equity firms create valueWhy consistency is key in value creationWhat makes a successful private equity firmWhy most finance people detest private equityHow cumulative mistakes have the potential of sinking a...2021-02-231h 03The Private Equity Podcast, by Raw SelectionCarol Crick on Why Trusting Your Private Equity Firm is Key to Success as a Portfolio CompanyToday's GuestToday we welcome Carol Crick, Vice President of HR at Acorn Growth Companies, a middle market Private Equity firm focused on aerospace, defence and intelligence. Acorn invests in operating companies that strive to enhance global mobility, protect national interests, and develop next-generation intelligence gathering technology. Prior to joining Acorn, she spent years mentoring and leading teams to build corporate HR departments, and assisted multiple companies to grow both organically and strategically. As director of Human Resources for Select Energy Services, Carol was instrumental in leading a strategic expansion of growth from 1000 em...2021-02-0929 minThe Private Equity Podcast, by Raw SelectionGreg Bloom on Growing a Successful Aerospace & Defence Company and his Predictions for the Future of the IndustryToday's GuestToday we welcome Greg Bloom, an experienced private equity backed operating partner and CEO experienced in the aerospace, defence and intelligence sector. Greg is possibly one of the most connected people I know in the A&D world and has a stellar track record of growing companies. Starting his career in Investment Banking, Greg spent his early career working for Prudential Securities in both Los Angeles and New York.Greg then spent the next 10 years working for various different companies before joining Seal Science in 2002. Being hugely imp...2021-01-2645 minThe Private Equity Podcast, by Raw SelectionMarc Prine on How Industrial-Organisational Psychology Can Help You Unlock the Best Talent for Your BusinessToday's GuestToday we welcome Marc Prine, an industrial-organisational psychologist working with Private Equity clients in the US to improve their performance by using data to better manage their people.What’s in this episode?In today’s episode Marc explains how he helps his clients secure the talent that is right for them, using a mixture of executive assessment and selection, succession planning, job analysis and business process improvement. What you'll learnWhat exactly is an industrial/organisational psychologistWhy exper...2021-01-1246 minThe Private Equity Podcast, by Raw SelectionPaul McCluskey on Exits and Building a Successful CRO BusinessToday's GuestToday we welcome Paul McCluskey, an experienced Private Equity board director with a record of creating significant shareholder value and delivering strategic growth. Originally qualifying with KPMG as a Chartered Accountant, Paul then moved into the FTSE 100 environment.After selling one of the FTSE 100 businesses to an American business, Paul started on the Private Equity journey in 2007 when he was part of the MBO team that took Synexa life sciences private with Private Equity, successfully exiting at 3x investment value in 2011.Later, in 2014, Paul was part of t...2020-12-291h 00