Shows
Private Equity Podcast: Karma School of BusinessBluWave at 10: A Private Equity Founder's Origin StoryIn a rare introspective episode, Sean Mooney, Founder and CEO of BluWave, marks the company's 10th anniversary with the full origin story — from Austin and 120-hour investment-banking weeks, into private equity, to the Ratatouille moment that convinced him to walk away from a partner's seat and build something new. He tells how BluWave nearly died in its first year, how asking friends and customers for help turned it around, and how bootstrapping plus a one-of-one dataset and homegrown AI built before ChatGPT sent the flywheel spinning. Along the way he shares the lessons that stuck: values and people both matter ('a...
2026-09-2333 min
Private Equity Podcast: Karma School of BusinessPrivate Equity in Q2 2026: Deals Stall as Value Creation PeaksSean Mooney, Founder and CEO of BluWave, breaks down BluWave’s Q2 2026 Private Equity Insights Report and what it signals for the second half of the year. He explains why renewed geopolitical volatility stalled due diligence to an all-time low, how PE firms responded by pushing value creation to a record 84% of activity, and why AI advisory demand continues to surge across the industry. Sean also revisits BluWave’s 2026 predictions on deal flow, growth, software selection, industrialization, and the widening gap between AI adopters and laggards. For PE leaders deciding where to place their bets this year, it’s the quarte...
2026-07-2728 min
Private Equity Podcast: Karma School of BusinessPrivate Equity and AI Execution in the PortfolioIn this Karma School of Business crossover episode, Sean Mooney is joined by Lloyd Metz, Managing Partner of ICV Partners; Doug McCormick, Managing Partner of Oridian Capital Partners; James Aylward, Chief Product and Technology Officer at BluWave; and Nathan Plummer, Co-Executive Director of Venture Café Global Institute. The group explains how AI moved from long-running concept to practical business tool, and what that means for private equity firms and portfolio company leaders right now. They cover agentic AI, data readiness, applied AI use cases, internal tooling, security concerns, and the leadership challenge of getting teams to adopt new ways of w...
2026-06-1757 min
Private Equity Podcast: Karma School of BusinessPrivate Equity in 2026: AI, Deal Slowdowns, and What Comes NextSean Mooney, Founder and CEO of BluWave, breaks down the firm's Q1 2026 Private Equity Insights Report and what it signals for investors and operators navigating a volatile environment. He outlines how geopolitical shocks are once again stalling deal activity, why the economy remains surprisingly resilient, and how private equity firms are leaning harder into value creation. Sean also explains the shift of AI from buzzword to real execution—and why data readiness is now a competitive imperative. This is a clear-eyed view of the current market and where private equity leaders should focus next—hit play.
Episode Highlights
• 1:15 - "Groundhog Day" r...
2026-04-2231 min
Private Equity Podcast: Karma School of BusinessTop Private Equity Innovator of the Year 2026: Bertram Capital with Jeff DrazanJeff Drazan, Managing Partner at Bertram Capital and BluWave's 2026 Private Equity Innovator of the Year, explains how a technology-first operating model reshaped his transition from venture capital to private equity and became a durable competitive advantage. He details how Bertram Labs embeds software, data, and digital execution directly into diligence and value creation—well before the deal closes. Jeff also shares the investment principles that matter most today: large markets, strong margins, and customer trust. This episode lays out what modern private equity innovation actually looks like—hit play.
Episode Highlights:
• 1:18 – From Princeton engineering and Bell Labs to venture capital on the W...
2026-03-1452 min
Private Equity Podcast: Karma School of BusinessTop Private Equity Innovator of the Year 2026: Bertram Capital with Jeff DrazanJeff Drazan, Managing Partner at Bertram Capital and BluWave's 2026 Private Equity Innovator of the Year, explains how a technology-first operating model reshaped his transition from venture capital to private equity and became a durable competitive advantage. He details how Bertram Labs embeds software, data, and digital execution directly into diligence and value creation—well before the deal closes. Jeff also shares the investment principles that matter most today: large markets, strong margins, and customer trust. This episode lays out what modern private equity innovation actually looks like—hit play. Episode Highlights: 1:18 – From Princeton engineering and Bell Labs t...
2026-03-1153 min
Private Equity Podcast: Karma School of BusinessPrivate Equity 2025 Insights and the 2026 Deal Cycle OutlookSean Mooney, Founder and CEO of BluWave, shares the key takeaways from BluWave's 2025 Private Equity Insights Report and what they signal for the year ahead. Drawing on real-time data from hundreds of PE firms and thousands of portfolio companies, he outlines how the industry shifted from defense to offense, why diligence and value creation surged late in the year, and what separates winners from laggards entering 2026. Sean also delivers clear predictions on AI adoption, talent, software sprawl, and the accelerating deal rebound. This episode sets the context every private equity leader needs before leaning into the next cycle—press play.
Ep...
2026-01-2850 min
Investors & OperatorsEp. 143: Sean Mooney, Founder & CEO at BluWaveTopics:Emotional Highs & Lows of FoundersWhy Hire Above Your Skill SetLearning to Spot Opportunities...and so much more.Top TakeawaysFounders: Build a culture of cheap experiments and fast iteration. The first version of BluWave was a platform people liked in theory but hated in execution. That’s when the team leaned on Jim Collins’ “bullets before cannonballs” approach: test small, validate, then scale. Sean ran a series of low-risk experiments to see what actually worked before committing resources. By iterating quickly and scaling only what the market proved out, BluWave went from zero tra...
2025-12-0450 min
Private Equity Podcast: Karma School of BusinessPrivate Equity in Q3 2025: Moving from Defense to OffenseIn this special edition of the Karma School of Business , Sean Mooney , Founder and CEO of BluWave , breaks down key findings from BluWave's Q3 2025 Private Equity Insights Report . Drawing parallels between his son's fencing lessons and today's economic climate, Sean explains how the best investors are shifting from a defensive stance to an offensive one. Seeing through the noise, leaning forward, and playing to win. He shares fresh data showing that deal activity, due diligence spending, and AI investment are all surging—signs of an industry on the offense. From the manufacturing renaissance to the rise of flatter, AI-enabled organizations, Se...
2025-10-2229 min
Private Equity Podcast: Karma School of BusinessPrivate Equity's Resilience and Q2 2025 Economic TrendsThe second quarter of 2025 showcased one of the most compelling periods for private equity, revealing how firms responded to disruption through strategic action and decisive adaptation. Join BluWave Founder and CEO Sean Mooney as he unpacks the insights from BluWave's Q2 Private Equity Insights Report, including data showing rolling recovery trends, reshoring efforts in manufacturing, and technology investments. This episode dives into the unique frameworks private equity applies to thrive amid uncertainty, setting the stage for long-term growth. Confidently engage with insights that matter to your business.
Episode Highlights
• 1:21 – Navigating stop-and-go economic disruptions: Key Q2 observations
• 5:45 – How private equity firms utilize...
2025-08-0622 min
Private Equity Podcast: Karma School of BusinessElements of Value in Private Equity (Part III): Key Characteristics of Great CompaniesIn this special episode of Karma School of Business, Sean Mooney revisits insights from previous conversations with some of private equity's most thoughtful leaders. These experts highlight the "elements of value" they prioritize when evaluating companies for investment, offering actionable frameworks and lessons learned across industries, geographies, and strategies.
Episode Highlights:
• 01:11 - Nik Kapauan shares Access Holdings' research-driven approach to identifying segment leaders and defining "what good looks like" in fragmented industries.
• 07:10 - Rob Konrad discusses the critical role of people and alignment when partnering with family-owned businesses in the lower middle market.
• 21:11 - Casey Myers emphasizes leadership, product-market fit, and ov...
2025-04-1642 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Investing in Vision and Integrity with Trent HickmanWhat does it take to transform founder-led businesses into industry leaders? In this episode of the Karma School of Business, Sean Mooney sits down with Trent Hickman, Co-Managing Partner at VSS Capital Partners, and shares his blueprint for creating value, building trust, and fostering growth alongside visionary management teams that every business builder and private equity professional needs to hear.
Episode Highlights
• 0:34 – Meet Trent Hickman: His journey from Charlotte, NC to becoming a leader in private equity and a passionate ski coach.
• 13:13 – What makes a great investment? The three key attributes Trent looks for in founder-led businesses.
• 19:04 – Building strong partnerships with managem...
2025-03-2647 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: The Future of Enterprise Software with John HodgeSean Mooney chats with John Hodge, Partner at Rubicon Technology Partners, to explore his inspiring journey from Buffalo, NY, to founding one of the premier private equity firms in enterprise software. John dives into the importance of culture, operational excellence, and aligning with portfolio companies to create value while sharing personal insights on leadership, humility, and change management. Whether you're a private equity leader or an aspiring entrepreneur, John's stories, strategies, and advice offer practical wisdom for navigating today's fast-evolving investment landscape.
Episode Highlights
• 1:09 – John Hodge's Buffalo upbringing, competitive swimming career at Stanford, and the values that shaped his leadership phil...
2025-03-1959 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Kristin Johnson on Building Better, Successful BusinessesIn this episode of the Karma School of Business podcast, Kristin Johnson, Managing Director at Altamont Capital Partners, shares actionable advice for building stronger businesses and teams with Sean Mooney. From fostering leadership to embracing innovative practices like AI and employee ownership, Kristin offers a perspective that resonates with business builders and investors alike.
Episode Highlights
• 0:35 – Getting to know Kristin Johnson: Her global upbringing, track & field triumphs, and early career influences.
• 8:27 – What Kristin and the Altamont team look for in a business: market potential, leadership, and company dynamics.
• 13:41 – The importance of fostering transparency and the role of the "devil's advocate" team in deci...
2025-03-1234 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: People-First Partnerships with Ran Ding & Chris ScullinIn this episode of Private Equity Spotlight, Sean Mooney sits down with Ran Ding and Chris Scullin from Norwest to discuss why private equity is ultimately a people-driven business. With deep insights into founder-led businesses and long-term partnership strategies, Ran and Chris share their unique approach to building trust, creating value, and fostering alignment with the companies they invest in. From their personal journeys to the principles that guide their work, this episode offers timeless lessons for investors and founders alike.
Episode Highlights:
• 2:15 – Discover how Ran Ding and Chris Scullin turned personal challenges into professional purpose in private equity.
• 8:45 – Building trust an...
2025-03-0552 min
Private Equity Podcast: Karma School of BusinessThe Future of Private Equity: Innovation, Transformation, and LeadershipIn this special episode, Sean Mooney examines how private equity is evolving to meet the challenges of today and tomorrow. From proactive due diligence to transformative value creation, modern firm operations, and corporate citizenship, Sean explores the key trends shaping the future of the industry and highlights the firms leading the charge. Whether you're a private equity practitioner, portfolio company leader, or aspiring partner, tune in to gain actionable insights into the future of the asset class.
Episode Highlights:
• 1:16 - Sean introduces four key trends in private equity: proactive due diligence, transformative value creation, modern firm operations, and corporate citizenship.
• 3:54 - Th...
2025-02-2620 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Dan Ryan on Turning Challenges into Smart StrategiesIn this engaging episode of the Karma School of Business podcast, Sean Mooney sits down with Dan Ryan, Managing Director at MidOcean Partners, to discuss his journey in private equity, the evolving dynamics of the industry, and how MidOcean is staying ahead in a competitive market. From life-saving lessons to building critical business functions during challenging times, Dan shares invaluable insights about overcoming adversity, nurturing relationships, and leveraging data to create impactful results. Whether you're a private equity professional or a business leader, this episode offers inspiration and tactics you can apply in your career.
Episode Highlights
• 2:00 – Dan Ryan's journey from...
2025-02-1943 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Scaling Bootstrapped Success with Vinay KashyapSean Mooney welcomes Vinay Kashyap, Partner at Mainsail Partners, to explore the art and science of investing in and scaling bootstrapped software companies. With a focus on relationships, discipline, and resourcefulness, Vinay reveals how Mainsail supports entrepreneurs in building enduring businesses. Discover practical strategies for turning product-driven companies into market leaders, leveraging AI for growth, and navigating the fast-changing tech landscape with confidence.
• 1:07 - Vinay's journey into private equity, how his upbringing influenced his career, and the focus on bootstrapped software companies at Mainsail Partners.
• 6:45 - The value of long-term relationship building, Mainsail's proactive approach to sourcing investments, and why a th...
2025-02-1240 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Building Marketing Excellence with Lisa AmesIn this episode of the Karma School of Business, Sean Mooney hosts Lisa Ames, an accomplished marketing operating executive at Norwest Venture Partners. Lisa shares her unique journey into private equity, the value of fostering trust as a business leader, and actionable strategies for marketing and value creation at portfolio companies. Whether you're a business builder or a marketing professional, this conversation is packed with insights to elevate your approach to leadership and growth.
Episode Highlights
• 3:07 - Lisa's unexpected path to private equity and how her SaaS background shaped her role at Norwest.
• 6:05 - The concept of a "business therapist" and...
2025-02-0552 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: The Recipe for Accelerating Growth and Efficiency with Jonathan MetrickJoin Sean Mooney in this engaging episode of Karma School of Business as he speaks with Jonathan Metrick, Partner and Chief Growth Officer at Sagard. Jonathan shares profound insights on growth strategies, operational excellence, and lessons learned as a former operator turned private equity growth leader. Tune in for actionable advice on accelerating revenue, leveraging data, and adapting to new market dynamics in today's fast-paced environment.
Episode Highlights
[00:02:40] Jonathan's unconventional journey from operator to private equity and his reflections on entering the investment world.
[00:10:25] Why owning your company's "superpower" and becoming obsessive about it drives long-term success.
[00:15:02] How Sagard supports...
2025-01-2243 min
Private Equity Podcast: Karma School of BusinessInsights from Investment Banking: Steve Hunter's Advice for Private Equity and Business OwnersSean Mooney sits down with Steve Hunter, Managing Director at TM Capital, to discuss the nuanced world of M&A, the key ingredients for creating value in a business, and what both buyers and sellers need to know for a successful deal. Steve offers practical advice for private equity professionals and business owners, sharing timeless insights from his decades-long career and a behind-the-scenes perspective on helping companies achieve transformational outcomes.
Episode Highlights:
• 1:12 - Steve Hunter shares his journey from rural Pennsylvania to a career in M&A, including his early days at Alex. Brown and Robinson Humphrey.
• 8:11 - Building value in a...
2025-01-1556 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Lessons in Leadership and Growth with Casey MyersIn this episode, Sean Mooney speaks with Casey Myers, partner at Edison Partners, about leadership, value creation, and growing businesses in the lower middle market. Casey shares his unique operator-driven perspective on driving sustainable growth, evaluating leadership, and solving pain points for customers.
Episode Highlights:
• 2:37 - Casey shares how his experience with 52 private equity firms during an exit process inspired his focus on operational value creation.
• 8:11 - Casey describes the key foundations of a good company: leadership character, solving customer pain points, and addressing technology debt.
• 16:11 - Casey explains how Edison Partners uses a people-first approach to support leadership development and bu...
2025-01-0839 min
Private Equity Podcast: Karma School of BusinessWhat I Wish I Knew: Private Equity Leaders' Advice to Their Younger Selves (2024, Part 1)In this special compilation episode, private equity leaders share the invaluable advice they would give to their younger selves. This collection of insights offers timeless wisdom applicable to professionals at all stages of their careers. Hear lessons on adaptability, patience, relationship building, and trusting your instincts from some of the most respected voices in the industry.
Episode Highlights:
• 1:04 - Grant Kornman (Align Collaborate, Episode 53): Discusses the importance of hard work, relationship-building, and creating your own luck.
• 3:20 - John Caple (Hidden Harbor Capital Partners, Episode 57): Talks about embracing feedback, making small process adjustments, and balancing personal strengths.
• 11:02 - Carl Press (Thoma Bravo...
2025-01-0230 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Business Builders' Bookshelf 2024In this special episode, we gather impactful book recommendations from our guests, offering insights into the minds of leading business builders.
Episode Highlights:
• 1:12 - Emily Holdman: Recommends "The Book of Charlie" by David Von Drehle for its profound wisdom and applicability to life changes. https://www.amazon.com/Book-Charlie-Remarkable-American-109-Year-Old/dp/1476773939/
• 6:04 - Suzanne Yoon: Shares insights from "Traction" by Gino Wickman, emphasizing the entrepreneurial operating system for accountability and growth.
https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837/
• 10:03 - Tim Schulte: Suggests Yuval Noah Harari's "Sapiens," "Homo Deus," and "21 Lessons for the 21st Century" as thought-provoking reads on humanity and its future.
https...
2024-12-1843 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: From NFL to Investment Leadership with Rob KonradJoin us as Rob Konrad, co-founder of Alterna Equity Partners, shares his journey from NFL athlete to private equity leader. Rob discusses how experiences from sports influence his investment strategies and success in building businesses.
Episode Highlights:
• 1:05 - Rob recounts his early fascination with economics and football during his upbringing in Boston.
• 4:14 - The transition from college football at Syracuse University to a career in the NFL.
• 6:51 - Rob reflects on the crucial role of leadership and preparation learned from sports.
• 14:05 - Hear the extraordinary story of survival and resilience during Rob's unexpected boat accident.
• 29:12 - A look into value creation s...
2024-12-1145 min
Private Equity Podcast: Karma School of BusinessDigital Transformation in Private Equity: Nik Kapauan's Journey with Access HoldingsExplore the role of digital innovation in private equity with Nik Kapauan, Managing Director at Access Holdings. Host Sean Mooney, founder and CEO of BluWave, delves into how Access Holdings applies digital strategies and value creation to enhance middle-market businesses. Learn about Nik's shift from strategy consulting to leading initiatives at Access Holdings, the development of the Access Acceleration Center, and the impact of these efforts on the private equity landscape.
Episode Highlights:
• 1:19 - Nik's transition from strategy consulting to impactful work in private equity.
• 4:07 - The importance of strategy consulting experience in private equity. • 8:10 - How Access Holdings identifies and as...
2024-12-0440 min
Private Equity Podcast: Karma School of BusinessStrategic Exits and Sustained Growth: Year-End Insights from Doug McCormick and Lloyd MetzExplore strategic exits and sustained growth in private equity with Doug McCormick of HCI Equity Partners and Lloyd Metz of ICV Partners. This special crossover episode delves into optimal timing for selling companies, the significance of building durable business models, and prioritizing long-term value. Learn how private equity navigates exit complexities, the importance of early strategic initiatives, and innovative exit strategies like partnership deals and continuation vehicles.
Episode Highlights:
02:13 - Impact of timing exits on value creation.
06:00 - Market consolidation and leadership in exit opportunities.
14:22 - Innovative exit strategies: partnership deals and continuation vehicles.
19:45 - Returning capital and providing optionality...
2024-11-2644 min
Private Equity Podcast: Karma School of BusinessValue Creation and Philanthropy: Jon Pressnell's Multifaceted Strategy at Blue Point CapitalIn this insightful episode of the Karma School of Business podcast, host Sean Mooney, Founder and CEO of BluWave, engages in a thought-provoking conversation with Jon Pressnell, Partner at Blue Point Capital Partners. They delve into the multifaceted world of private equity, the strategic business building, and the unique philanthropic initiative, Blue Point Cares, which exemplifies a novel way of supporting portfolio companies. Jon shares his journey from a potential career in social work and dentistry to becoming a key player in private equity, highlighting the influence of his upbringing on his professional path and philanthropic endeavors.
Episode Highlights:
01:13...
2024-11-2035 min
Private Equity Podcast: Karma School of BusinessPrivate Equity's Guide to Impactful Giving with Katie MarchettiLearn about the essence of philanthropy with Sean Mooney, Founder and CEO of BluWave, and Katie Marchetti, Vice President of Philanthropic Services at the Community Foundation of Middle Tennessee. This episode of the Karma School of Business podcast is designed for both individuals and businesses within the private equity community, offering a roadmap for initiating and enhancing philanthropic endeavors. Katie, transitioning from the corporate and private equity world to philanthropy, shares comprehensive strategies for impactful giving, regardless of your starting point.
Episode Highlights:
03:03 - Katie Marchetti's journey from private equity to leading philanthropic initiatives.
17:22 - Key considerations in philanthropy for...
2024-11-1351 min
Private Equity Podcast: Karma School of BusinessElements of Value in Private Equity (Part II): More Insights from Top Business Builders"Elements of Value in Private Equity: Advanced Insights from Industry Leaders" offers a comprehensive look into the critical factors that define successful private equity investments.
Host Sean Mooney, CEO of BluWave, is joined by industry experts Susan Soh (GrowthCurve), Cory Eaves (BayPine), Jessica Ginsberg (LFM Capital), Troy Phillips (BPOC), and Joe McIlhattan and Ami Mehta (Periscope Equity). Together, they unravel the complexities of value creation, focusing on data's impact, leadership effectiveness, compliance in healthcare, and the transformative role of technology.
Episode Highlights:
01:36 - Susan Soh discusses data utilization and growth in middle-market businesses.
06:43 - Cory Eaves focuses on leadership, strategy...
2024-11-0626 min
Private Equity Podcast: Karma School of BusinessPrivate Equity is Throttling Toward a Breakout: Q3 2024 InsightsExplore BluWave's Q3 2024 PE insights report with Sean Mooney, BluWave's Founder and CEO. This episode unpacks the latest trends, strategies, and predictions shaping the private equity landscape. Learn about the competitive dynamics, team retention strategies, and the focus on growth initiatives that are setting the stage for a breakout in 2025.
Episode Highlights:
• 00:00 - Introduction and overview of BluWave's Q3 2024 PE insights report.
• 01:19 - Exploring competitive tension in private equity and strategies for creating alpha.
• 02:36 - Analyzing current deal market dynamics and predictions for 2025.
• 03:26 - Strategies for team retention and top grading within PE firms.
• 08:39 - The surge in growth strategy initiative...
2024-10-2326 min
Private Equity Podcast: Karma School of BusinessThoughts on Lower Middle Market Private Equity with Michael RubelJoin Sean Mooney in this episode of the Karma School of Business as he sits down with Mike Rubel, Managing Partner at RFE Investment Partners. With a career that spans from the bustling floors of investment banking to the strategic realm of private equity, Mike shares his journey into an industry where personal connections and market dynamics play a pivotal role.
This conversation delves into Mike's early experiences at Harris Williams, his brief exploration of the hedge fund world, and his ultimate passion for the personal nature of private equity. Listen as Mike discusses the importance of finding unique companies...
2024-10-1636 min
Private Equity Podcast: Karma School of BusinessAdapting to Change: Philip Lewis' Strategy in Private EquityIn this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, sits down with Philip Lewis, Partner at Fulcrum Equity Partners. From his early days in investment banking to his significant role in shaping Fulcrum Equity Partners, Philip shares his unique journey into the private equity world.
This conversation explores the dynamic landscape of private equity fundraising, the importance of adaptability in career paths, and Philip's insights into the future of the industry. Join us as we delve into the strategies for success in private equity and the impact of innovation on the sector's growth.
Episode Highlights:
• 1:06...
2024-10-0937 min
Private Equity Podcast: Karma School of BusinessThe Dynamics of Fundraising in Private Equity with Christian BullittJoin us in this episode of Private Equity Spotlight where Sean Mooney, founder and CEO of BluWave, engages in a deep dive with Christian Bullitt, Managing Director at Raymond James Private Capital Advisory Practice. With a career that has traversed from public relations to the heart of private equity, Christian brings a wealth of experience and a unique viewpoint on the evolving fundraising landscape.
This episode unpacks the challenges facing private equity firms in today's fundraising environment, the critical role of operational excellence, and what Limited Partners (LPs) are currently seeking in their private equity partnerships.
Episode Highlights:
• 1:53 - From PR...
2024-10-0240 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: James Sidwa on Nurturing Growth in Family BusinessesIn this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, sits down with James Sidwa, Managing Partner at Heartwood Partners. James shares his journey from the roots of entrepreneurship within his family to his pivotal role in private equity. With a rich background that spans across continents and sectors, James brings a unique perspective on investing in family and founder-run businesses in the lower middle market. This conversation delves into the importance of trust, strategic planning, and the transformative power of partnerships in driving business success.
Episode Highlights:
• 1:34 - From Arthur Andersen to the world of pr...
2024-09-1835 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Susan Soh on Building with Data and InnovationIn this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, engages in a dynamic conversation with Susan Soh, Chief of Capital Formation and Investor Relations at GrowthCurve Capital. Susan shares her unique journey from law to the forefront of private equity, highlighting her transition through various sectors of finance and her role in shaping innovative investment strategies at GrowthCurve Capital.
This episode delves into the importance of data-rich businesses, the transformative power of AI and digital tools in private equity, and the value of adaptability and questioning in professional growth.
Episode Highlights:
• 1:12 - Susan's transition from la...
2024-09-1044 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: The Evolution of Business Development with Jay JesterIn this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, engages Jay Jester, Partner at Plexus Capital, in a revealing conversation. Jay recounts his path from early family business experiences to establishing the business development role within private equity, highlighting the significance of adaptability, strategic relationships, and the human element in navigating the industry's evolution.
Episode Highlights:
• 00:00 - Welcoming Jay Jester and his impact on the private equity landscape.
• 1:18 - The journey from family business to private equity innovation.
• 8:21 - Establishing the business development role in private equity.
• 13:31 - The importance of relationships between private equity firms an...
2024-09-0457 min
Private Equity Podcast: Karma School of BusinessElements of Value in Private Equity: Insights from Top Business BuildersJoin host Sean Mooney in a special compilation episode of the Karma School of Business, featuring key insights from industry leaders on value creation in private equity. This episode distills wisdom from Carl Press (Thoma Bravo), Suzanne Yoon (Kinzie Capital), John Caple (Hidden Harbor Capital Partners), Erica Blob (Brighton Park Capital Partners), and Eric Hansen (Blue Sea Capital) into actionable strategies for CEOs, CFOs, and founders. Discover what drives investment decisions and how to cultivate value in your company.
Episode Highlights:
• 00:00 - Introduction to the elements of value in private equity.
• 01:55 - Carl Press on leadership and revenue quality.
• 09:22 - Suzann...
2024-08-2136 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Building Legacies and Leading Change with Pam HendricksonJoin Sean Mooney for a compelling episode of Private Equity Spotlight featuring Pam Hendrickson, Vice Chairman of The Riverside Company and Chairman of the Board of Directors of the American Investment Council. In this episode, Pam delves into her journey within the private equity sector, sharing insights on leadership, the transformative power of private equity, and the importance of strategic vision in fostering growth and resilience in businesses.
Episode Highlights:
• 00:00 - Introduction to Pam Hendrickson's journey from aspiring doctor to a pivotal figure in private equity.
• 10:57 - Clarifying the distinction between private equity and hedge funds, focusing on strategies for long...
2024-08-1443 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Troy Phillips on the Power of Cash Flow and PeopleJoin Sean Mooney and Troy Phillips from BPOC for an insightful discussion on navigating the private equity landscape. Troy shares his finance-to-PE journey, highlighting the significance of cash flow, human capital, and strategic investment. Drawing from his unique experiences, including collegiate boxing, Troy offers a comprehensive look at BPOC's approach to investments and the critical role of staffing in today's market.
Episode Highlights:
• 1:07 - Troy's transition from finance to private equity.
• 5:02 - Emphasizing cash flow's importance in business evaluation.
• 14:57 - BPOC's strategic focus on human capital and organic growth.
• 22:06 - Healthcare investment criteria and the impact on PE strategy.
• 33:45 - Troy's ref...
2024-08-0735 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Building Partnerships and Value with Chris GibsonSean Mooney and Chris Gibson of Compass Group Equity Partners delve into the nuances of private equity, highlighting the significance of cash flow, Midwest values, and the crucial role of people in business success. Chris recounts his path from leverage finance to co-founding Compass Group, sharing insights on the firm's unique approach and the value of hands-on experience in PE.
Episode Highlights:
• 0:40 - Chris's journey into private equity and the formation of Compass Group.
• 5:02 - The pivotal role of cash flow in evaluating business opportunities.
• 10:02 - How Midwest values shape Compass Group's business philosophy.
• 19:57 - Introduction of Compass Guides for portfoli...
2024-07-3141 min
Private Equity Podcast: Karma School of BusinessPrivate Equity on the Upswing: Marking Revival in Q2 2024In this episode, Sean Mooney provides an uplifting overview of BluWave's Q2 2024 Private Equity Insights Report. Amidst fluctuating economic conditions, the private equity deal market shows promising signs of recovery, mirroring the broader economic upturn. Drawing an analogy to Nashville's changing seasons, Sean reflects on the cyclical nature of the economy and the private equity landscape. Key insights include the role of limited partners in catalyzing market activity, the significance of a stabilizing economy, and emerging trends in due diligence and sector-specific investments. This episode offers a hopeful perspective on the future of private equity as we navigate through the...
2024-07-2419 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Chris Cathcart on Cultivating Entrepreneurship in PEHost Sean Mooney talks with Chris Cathcart of The Halifax Group about his journey from an entrepreneurial family to private equity. They discuss the transformative role of private equity in small businesses and the economy, emphasizing leadership in value creation. Chris shares his guiding principles: faith, family, and Wake Forest, reflecting on the personal values driving his career. The conversation also covers essential traits for successful investments and the significance of investing in people and systems.
Episode Highlights:
• 1:06 - Chris's early inspiration from his entrepreneur father and journey into private equity.
• 10:55 - The impact of private equity on small businesses and...
2024-07-1739 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: The Independent Sponsor Model with Doug Song and Erik GinsbergIn this episode of the "Karma School of Business Podcast," host Sean Mooney engages in a fascinating discussion with Doug Song and Erik Ginsberg, pioneers in the independent sponsor space within private equity. They delve into the evolution of independent sponsors, sharing personal journeys, insights on building successful partnerships, and the importance of respect and humility in business.
Episode Highlights:
• 1:43 - Erik Ginsberg's Journey: Erik shares his transition from law to private equity, emphasizing the serendipitous nature of his career path and the founding of Slate Capital.
• 5:39 - Douglas Song's Background: Douglas recounts his early career in investment banking and rest...
2024-06-2651 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Transforming Manufacturing with Jessica Ginsberg of LFM CapitalIn this insightful episode of the "Karma School of Business Podcast," host Sean Mooney welcomes Jessica Ginsberg, Managing Director at LFM Capital, for a deep dive into the world of private equity with a focus on the manufacturing sector. Jessica shares her accidental journey into private equity, the foundational story of LFM Capital, and the firm's unique approach to investing in and transforming manufacturing businesses. Episode Highlights:
• 1:25 - Jessica Ginsberg's Unintended Path into Private Equity: Jessica recounts her transition from an accounting and finance background to becoming a key player in the private equity space, emphasizing the serendipitous nature of he...
2024-06-1232 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Reinventing Operational Excellence with Cory EavesIn this engaging episode of the "Karma School of Business Podcast," host Sean Mooney sits down with Cory Eaves, Partner and Head of Portfolio Operations at Baypine, to delve into the transformative journey of private equity from its traditional roots to its current innovative practices. Cory shares his unique path from a software engineering background on a farm in Iowa to becoming a trailblazer in operationalizing private equity at General Atlantic and now embarking on a new venture with Baypine.
Episode Highlights:
• 1:16 - Cory Eaves' Unconventional Journey into Private Equity: Cory recounts his transition from a software engineer to a pi...
2024-06-0534 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: From Assembly Line to Investment Line with John StewartIn this insightful episode of the "Karma School of Business Podcast," host Sean Mooney sits down with John Stewart, the visionary founder and managing partner of MiddleGround Capital. With a background that breaks the conventional mold of private equity leadership, John shares his journey from a college dropout working the night shift at Toyota to spearheading a private equity firm that's redefining industry standards.
This conversation delves into John's unique approach to private equity, emphasizing operational excellence and entrepreneurial spirit as key drivers of success. Episode Highlights:
• 1:24 - John Stewart's Unique Path to Private Equity: John recounts his unconventional entry in...
2024-05-2949 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Synergy in Action - Ami Mehta & Joe McIlhattan at Periscope EquityIn this compelling episode of the "Karma School of Business Podcast," host Sean Mooney engages with Joe McIlhattan and Ami Mehta, integral members of Periscope Equity, a firm celebrated for its innovative approach within the private equity landscape. This conversation dives into the harmonious collaboration between the deal and operations sides of private equity, showcasing how Periscope Equity exemplifies the power of teamwork in driving transformative success.
Episode Highlights:
• 2:17 - Joe McIlhattan's Journey to Private Equity: Joe shares his transition from consulting to private equity, highlighting the pivotal role mentorship and hands-on experience played in shaping his career.
• 3:01 - Ami Meht...
2024-05-2254 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Formulating Wins in Specialized Sectors with Doug HornIn this episode of the "Karma School of Business Podcast," host Sean Mooney welcomes back Doug Horn, Managing Director at Clairvest, for an in-depth discussion on the evolving landscape of private equity. With over 30 years in the industry and a focus on partnering with owner-operators and entrepreneurs, Clairvest has carved out a niche for itself by specializing in minority or non-control investments. Doug shares insights into Clairvest's approach to identifying investment opportunities, the importance of industry focus, and the art of value creation through strategic partnerships.
Episode Highlights:
• 1:34 - Reintroduction to Doug Horn: Doug provides a brief overview of Clairvest's ph...
2024-05-1533 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Building Future Leaders with Bob BelkeIn this episode of the "Karma School of Business Podcast," host Sean Mooney engages in a captivating discussion with Bob Belke, Managing Partner at Lovell Minnick Partners. From a small town in Northern Wisconsin to the forefront of the private equity industry, Bob shares his unique journey and the lessons learned along the way. This conversation delves deep into the evolution of private equity, the significance of specialized focus, and the art of value creation in today's competitive landscape.
Episode Highlights:
• 1:06 - Bob's Path into Private Equity: Tracing Bob's steps from his beginnings in a small town to his pivotal ro...
2024-05-0840 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: From Lending to Leading with Gretchen PerkinsIn this episode of the "Karma School of Business Podcast," host Sean Mooney sits down with Gretchen Perkins, Partner and Head of Business Development at Avance Investment Management, for an illuminating discussion on her unique journey into the private equity world. Gretchen shares insights from her transition from commercial lending to a pivotal role in shaping the business development landscape within private equity. This conversation delves into the evolution of the private equity industry, highlighting how specialized roles like business development have become crucial in driving firms' success.
Episode Highlights:
• 0:54 - Gretchen's Entry into Private Equity: Gretchen recounts her path fr...
2024-05-0138 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Shaping the Future of Software with Carl Press from Thoma BravoIn this episode of the "Karma School of Business Podcast," host Sean Mooney engages with Carl Press, a seasoned partner at Thoma Bravo, to delve into the intricate world of private equity within the software industry. This discussion offers a unique opportunity to understand Thoma Bravo's strategic approach to identifying potential, fostering leadership, and driving value creation across their portfolio companies. Listeners will gain insights into the critical factors that guide investment decisions and the methodologies that have solidified Thoma Bravo's reputation as a leader in the private equity space.
Episode Highlights:
• [00:00:32] Carl's Journey into Private Equity: Carl Press shares hi...
2024-04-2445 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Insights: Q1 2024, Charging Through the StormExplore the private equity landscape of early 2024 with Sean Mooney, founder and CEO of BluWave, in this insightful episode of the "Karma School of Business Podcast." Utilizing BluWave's extensive data, Sean offers a deep dive into the latest trends, strategic shifts, and economic indicators shaping the private equity sector. This episode provides a detailed analysis of how private equity firms are positioning themselves for growth amidst evolving economic conditions.
Episode Breakdown:
• 02:09 - The Buffalo Strategy: Sean explains the unique strategy of the American bison during storms as a metaphor for private equity firms' approach to economic challenges.
• 04:17 - Economic Indicators and...
2024-04-1726 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: The Art of the Deal with OpenGate's Josh AdamsIn this episode of the "Karma School of Business Podcast," host Sean Mooney sits down with Josh Adams, Partner at OpenGate Capital, to explore the intricacies of the private equity industry. This conversation sheds light on the strategic and operational approaches that drive success in private equity investments, particularly focusing on corporate carve-outs and global market navigation.
Episode Highlights:
• 1:05 - Josh Adams' Journey: Josh shares his unconventional path into private equity, from his beginnings in South Wales to becoming a partner at OpenGate Capital.
• 07:59 - Personal Insights: Josh discusses his Welsh heritage and how it influences his professional outlook and appr...
2024-04-1036 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Value and Vision with John Caple of Hidden HarborIn this enlightening episode of the Karma School of Business Podcast, host Sean Mooney welcomes John Caple, Partner at Hidden Harbor Capital Partners, for an in-depth discussion on the intricacies of private equity. With a career that spans from management consulting at Bain to pivotal roles at HIG Capital and now Hidden Harbor, John offers a comprehensive view of his journey into the heart of private equity. This episode sheds light on the critical aspects of identifying potential in companies, the discipline required in investment decisions, and the strategic approach to fostering growth and operational excellence within portfolio companies.
Episode...
2024-04-0345 min
Private Equity Podcast: Karma School of BusinessElevating Everyday: Private Equity Pros Share Transformative Life HacksIn this standout episode of the Karma School of Business Podcast, host Sean Mooney compiles an array of life hacks shared by prominent figures in the private equity world. As we navigate the complexities of both the private equity industry and our personal lives, finding ways to streamline our daily routines is invaluable. This episode brings together the best tips and tricks from our esteemed guests, offering listeners practical solutions to enhance efficiency, improve wellbeing, and make the most out of every day. Dive into these curated insights and discover how small changes can lead to significant improvements in your...
2024-03-2719 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Doron Grosman on Shaping Success Across SectorsIn this insightful episode of the Karma School of Business Podcast, special guest host Rena Frackt, Managing Director and Head of Client Coverage at BluWave, engages in a profound conversation with Doron Grosman, a seasoned figure in the private equity landscape. Grosman, known for his roles as a serial CEO, private equity operating partner, and investor, shares his journey through the evolving world of private equity, venture capital, and angel investing. With a career that spans leading businesses in both public and private domains and holding significant positions in companies with EBITDA ranging from 50 to 500 million, Grosman brings a wealth...
2024-03-2024 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: The Art of Value Creation and Global Expansion with Livingbridge's Curt KahnIn this engaging episode of the Karma School of Business Podcast, host Sean Mooney, founder and CEO of BluWave, sits down with Curt Kahn, Investor and Head of US Operations at Livingbridge. Curt shares his unconventional journey into the private equity world, starting from consulting roles at Booz Allen and PricewaterhouseCoopers to an operational leadership position at Ability Network, and finally, to pioneering Livingbridge's expansion into the US market.
Episode Highlights:
• 01:15 - Curt's Non-Traditional Route to Private Equity - Curt discusses his initial career in consulting and M&A advisory, leading to his operational experience at Ability Network and his tr...
2024-03-1326 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Crafting the Independent Sponsor Model with Grant Kornman of Align CollaborateIn this insightful episode of the Karma School of Business Podcast, host Sean Mooney, founder and CEO of BluWave, engages in a fascinating dialogue with Grant Korman, Partner at Align Collaborate. As innovators within the private equity sector, both Sean and Grant share their unique journeys of creating segments that previously didn't exist, offering a deep dive into the challenges and triumphs of entrepreneurial spirit within the industry.
Episode Highlights:
• 2:04 - Grant's Origin Story - From his formative years at Georgetown to an inspiring encounter that led him into the world of private equity, Grant recounts his early experiences and th...
2024-03-0638 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: A New Chapter - Eric Hansen's Transition to Blue Sea CapitalIn this engaging episode of the Karma School of Business Podcast, Sean Mooney, founder and CEO of BluWave, sits down with Eric Hansen, a partner at Blue Sea Capital and a significant figure in the development of the middle market within the private equity industry. This conversation offers an in-depth look at Eric's unconventional journey from the private debt sector to his influential role in private equity, along with the insights and experiences that have shaped his career.
Episode Highlights:
• 01:34 - Eric's Unique Path into Finance - Eric shares the story of his early life in Peoria, Illinois, his initial ca...
2024-02-2837 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Innovator of the Year: Kevin McAllister, Access HoldingsDive into the transformative world of private equity in this insightful episode of the Karma School of Business Podcast, featuring Kevin McAllister, the visionary Founder and Managing Partner at Access Holdings. Honored as BluWave's 2024 Private Equity Innovator of the Year, Kevin discusses the innovative strategies that propel Access Holdings to industry leadership.
Episode Highlights:
[00:01:22] - Exploring the Access Acceleration Center - Kevin provides a glimpse into their high-tech private equity office, where technology and data analytics drive value creation.
[00:10:28] - Evolution from Fundless Sponsor to Market - Learn about the growth trajectory of Access Holdings and the strategic vision that...
2024-02-2151 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Building Success with Tim Schulte of Council CapitalJoin the Karma School of Business Podcast, as host Sean Mooney sits down with Tim Schulte, Partner at Council Capital, to explore the nuanced world of private equity and the art of business growth. Tim's diverse background, from consulting to startups, has shaped his approach to value creation and investment in the healthcare sector.
• 1:37 - From History Major to PE Partner: Tim Schulte's Unique Journey
• 8:41 - Key Traits for Investment: Council Capital's Market-Team-Company Framework
• 12:46 - Value Creation: Council Capital's Collaborative and Respectful Approach
• 19:41 - Innovating PE Deal Sourcing: Executive in Residence and AI Tools
• 23:58 - Life Lessons from Literature: Tim's Influentia...
2024-02-1428 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: The Growth Stage Playbook with Erica Blob of Brighton Park CapitalIn this must-listen episode of the Karma School of Business Podcast, host Sean Mooney is joined by Erica Blob, Partner at Brighton Park Capital, for an insightful discussion that delves into the intricate world of growth-stage investing. Erica brings a wealth of experience from her dynamic journey through the finance sector, from investment banking to her pivotal role at Brighton Park Capital, where she focuses on nurturing high-potential growth-stage companies.
Erica shares her transition from the fast-paced environment of capital markets to the operational side of e-commerce at Walmart.com, and how this experience shaped her nuanced understanding of what...
2024-02-0744 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Spotlight: Overcoming Adversity with Andrew Joy of Hidden HarborThe private equity landscape is teeming with stories of transformation and success, but few are as gripping and inspiring as that of Andrew Joy, Partner at Hidden Harbor Capital Partners. In this episode of the Karma School of Business Podcast, host Sean Mooney engages in an in-depth conversation with Andrew, whose life story is a profound testament to resilience, tenacity, and the indomitable human spirit.
Andrew shares his remarkable journey from a tumultuous childhood marked by family criminality and personal tragedy, including a life-threatening injury, to his academic triumphs and eventual ascent in the world of private equity. His narrative...
2024-01-3146 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Predictions: Tackling 2024's Opportunities and ChallengesDive into the future of private equity with host Sean Mooney on the Karma School of Business Podcast, as he analyzes the industry's trajectory, reflecting on 2023 and forecasting the trends of 2024. This episode is a must-listen for professionals eager to grasp the transformative events of the past year and the strategic moves shaping the next growth cycle. Sean combines BluWave's proprietary data with macroeconomic indicators to suggest we are on the cusp of a new era of expansion, potentially lasting six to eight years. The discussion revisits the accuracy of previous predictions, including the resilience of the economy, the VC...
2024-01-2626 min
Private Equity Podcast: Karma School of BusinessPrivate Equity Predictions: Tackling 2024's Opportunities and ChallengesDive into the future of private equity with host Sean Mooney on the Karma School of Business Podcast, as he analyzes the industry's trajectory, reflecting on 2023 and forecasting the trends of 2024. This episode is a must-listen for professionals eager to grasp the transformative events of the past year and the strategic moves shaping the next growth cycle. Sean combines BluWave's proprietary data with macroeconomic indicators to suggest we are on the cusp of a new era of expansion, potentially lasting six to eight years. The discussion revisits the accuracy of previous predictions, including the resilience of the...
2024-01-2528 min
Private Equity Podcast: Karma School of BusinessEmily Holdman, Permanent Equity | The Art of Lasting Partnerships in Private EquityThe private equity industry won't want to miss this insightful episode of the Karma School of Business Podcast, as host Sean Mooney welcomes Emily Holdman, Managing Director at Permanent Equity. Emily shares her unconventional route into the private equity world, highlighting the importance of diverse on-ramps into the industry.
With a background in journalism and economics, Emily's story is a testament to the evolving landscape of private equity, where varied experiences and perspectives are shaping the future of the field. Emily and Sean delve into the philosophy behind Permanent Equity, a firm that prides itself on long-term investments and partnering...
2024-01-1046 min
Private Equity Podcast: Karma School of BusinessWhat I Wish I Knew: Private Equity Leaders' Advice to Their Younger SelvesIn this reflective episode of the Karma School of Business Podcast, we gather pearls of wisdom from seasoned private equity veterans and business builders as they share the advice they would give their 22-year-old selves. With insights that span from embracing resilience to the power of authenticity, this episode is a guidebook for both personal and professional growth.
Join host Sean Mooney and the BluWave team as they delve into these transformative lessons that transcend time, providing guidance for the next generation of business leaders and anyone eager to refine their path to success.
• 1:49 - Andy Greenberg, GVC: "Just Say Ye...
2024-01-0332 min
Private Equity Podcast: Karma School of BusinessNick Shaw, Mirrorbox Leadership Lab | 'My Teacher, My Son: Lessons on Life, Loss, and Love'In this deeply moving episode of the Karma School of Business podcast, hosted by BluWave's Founder and CEO, Sean Mooney, we sit down with Nick Shaw, co-founder of Mirrorbox Leadership Lab and author of My Teacher, My Son. Nick shares his personal journey through an unimaginable tragedy that led him to profound revelations about life, empathy, and the power of choice. This episode offers a unique perspective on how to navigate life's toughest challenges and transform them into opportunities for growth and enlightenment. Whether you're a private equity professional, business owner, or anyone seeking to understand life's complexities, this episode...
2023-12-1337 min
Private Equity Podcast: Karma School of BusinessDave Feierstein, Ronin Equity Partners | Transforming Business with a Hybrid Investor-Operator ApproachIn this riveting episode of the Karma School of Business podcast, we delve into the private equity world with Dave Feierstein, Co-founder and Managing Partner at Ronin Equity Partners. Join our host, Sean Mooney, BluWave's Founder and CEO, as he engages Dave in a conversation that traverses his entrepreneurial beginnings to his current innovative strategies at Ronin Equity Partners. This episode offers a wealth of insights for private equity professionals and business owners, shedding light on the significance of developing efficient back-office structures, the pivotal role of change management in large corporations, and how Ronin Equity Partners is reshaping the...
2023-12-0644 min
Private Equity Podcast: Karma School of BusinessEric Jensen, Nordic Capital | Achieving Operational Excellence: A Look into M&A and Talent Strategy in Private EquityIn this episode, BluWave Founder and CEO, Sean Mooney, catches up with Eric Jensen, Operations Director at Nordic Capital. They explore the current dynamics of the M&A market, the significance of preparing businesses for the M&A process, and the growing importance of aligning the right roles with the right people. Also, Sean and Eric delve into the impact of technology in the corporate world, focusing on Eric's unique journey from consulting to operating and then transitioning into private equity. The pair discuss operational excellence, value creation, and how Essential Skills and strategies are combined with a strong leadership...
2023-11-2937 min
Private Equity Podcast: Karma School of BusinessJay Hernandez, Raymond James | M&A Market Dynamics: Essential Preparations for Buyers and SellersIn this episode of the Karma School of Business podcast, Sean Mooney interviews Jay Hernandez, head of the industrial technology practice at Raymond James. They discuss the current state of the M&A markets and offer insights for both sellers and buyers. Hernandez emphasizes the importance of preparation for sellers, advising them to engage advisors early and thoroughly prepare their businesses for the M&A process. He also urges buyers to come prepared and do their homework before pursuing a deal. Additionally, Mooney and Hernandez share their latest life hacks, including the use of sous vide cooking for perfectly cooked...
2023-11-1540 min
Private Equity Podcast: Karma School of BusinessInterim Ingenuity: Ready-made Executives to Elevate Your CompanyIn this special episode, we have exclusive audio from our recent webinar: Interim Ingenuity: Ready-made Executives to Elevate Your Company. The panel of experts from this webinar includes:
• Mark Steenhoek, Managing Director, The Stephens Group
• Bryan West, Managing Director, Resurgens Technology Partners
The panel, moderated by BluWave's Richmond Donnelly, includes the following topics:
• 3:28 - Proprietary data highlighting human capital as a main priority
• 4:42 - How the experts are working with interim executives
• 9:20 - Value that interim executives add and the most common interims that are hired
• 16:49 - The interim executive selection process and criteria to follow
• 22:10 - How do you ensure a succe...
2023-11-0829 min
Private Equity Podcast: Karma School of BusinessScott Estill, Lancor | Talent Dynamics in Private Equity: How Firms are Refining their ApproachIn this episode, host Sean Mooney and Scott Estill, a Managing Partner at Lancor, discuss the evolving landscape of the private equity industry. They delve into the importance of aligning the right people to the right roles, the emerging significance of the human aspect in business, and how top private equity firms are managing their talent acquisition and retention processes. Additionally, they explore the impact of technology advancement on the industry and everyday life. The conversation concludes with a reflection on the necessity to adapt and develop as change is the only constant factor in business.
Get a behind-the-scenes look...
2023-11-0138 min
Private Equity Podcast: Karma School of BusinessDecoding Q3 Insights: Harnessing People Power and Growth Opportunities in an Improving MarketIn this insightful podcast episode, we delve into the key revelations from the Q3, 2023 Insights Report, showcasing the state of the private equity industry amidst fluctuating market fundamentals. We discuss intriguing observations in the industry's investment patterns; drawing attention to a significant rise in confidence, a notable shift towards growth, and an emphasis on human capital. Tune in to discover the significance of these trends, the raw data supporting these findings, and what this could mean for the future of private equity.
• 1:26 - Private Equity is not scared
• 4:45 - Fundamentals are improving
• 9:25 - PE is investing in growth in their compan...
2023-10-2421 min
Private Equity Podcast: Karma School of BusinessAndrew Greenberg, GVC | Evolution of the M&A Market: A Journey from Information Asymmetry to Al-Enhanced EfficiencyIn this engaging episode, Sean and Andy Greenberg explore their career paths and the transformation of the M&A market. From Andy's shift from politics to investment banking, to the evolution of M&A from a manual process to a tech-driven one, they highlight the increasing need for specialization. Looking ahead, they predict a future where AI significantly enhances industry efficiency.
1:31 - Andy's origin story and his path to M&A
7:10 - What did M&A look like in the mid-90s
12:58 - How has the M&A business evolved to what it looks like today
22:14 - The era of...
2023-10-1846 min
Private Equity Podcast: Karma School of BusinessA Wave of Deals is Coming: Commercial Due Diligence for When the Tide Rolls InIn this special episode, we have exclusive audio from our recent webinar: A Wave of Deals is Coming: Commercial Due Diligence for When the Tide Rolls In. The panel of experts from this webinar includes: Andrew Joy, Partner, Hidden Harbor Capital Partners Sean Mooney, Karma School of Business Host and Founder CEO of BluWave The panel, moderated by BluWave Managing Director, Houston Slatton, includes the following topics:
• 3:48 - How to think about a target's end markets and why it matters when considering an investment
• 8:13 - How to assess market conditions when looking at a deal
1• 3:03 - The true definition of commer...
2023-09-2741 min
Private Equity Podcast: Karma School of BusinessEd Hine, Cold Bore Capital | Breaking the Speed of Sound: Strategic Private Equity Buy and BuildsEd Hine, an Operating Partner at Cold Bore Capital, shares his perspectives on building great companies in private equity, learned through the lens of a US Navy veteran.
Tune in for a great conversation where we discuss:
• 1:20 - Ed's path to private equity
• 6:32 - Persevering through challenges in PE
• 11:31 - Evaluating potential through a value creation lens
• 16:22 - Lessons learned about integrating companies
• 20:21 - Common traits of great businesses: talent and culture
• 23:13 - Essential professional imperatives to keep in mind
• 26:04 - Ed's advice to his younger self
For more information on Cold Bore Capital, go to
https://coldborecapital.com/
For more informati...
2023-09-2031 min
Private Equity Podcast: Karma School of BusinessMatt Cole, SBJ Capital | No One Gets Through Life Unscathed: A Guide to Private Equity Problem SolvingMatt Cole, a Managing Director at SBJ Capital joins the Karma School of Business podcast to discuss a variety of topics, including:
• 1:20 - Matt's journey to private equity
• 7:58 - Overcoming challenging situations
• 11:34 - "Professionalization" and acceleration
• 16:13 - Becoming scalable with clean data, AI and key KPIs
• 23:25 - Matt's advice to his younger self
To learn more about SBJ Capital, go to
https://www.sbjcapital.com
To learn more about BluWave and this podcast, go to https://www.bluwave.net/podcast
2023-09-1329 min
Private Equity Podcast: Karma School of BusinessScott Becker, McGuireWoods | The Window of Opportunity: Healthcare and PE InsightsThe Karma School of Business is joined by a recognizable name in both the private equity and healthcare communities. Scott Becker, founder of Becker's Healthcare and Partner at McGuireWoods shares valuable insight to business owners and PE professionals:
• 2:09 - Scott's background in PE and founding Becker's Healthcare
• 6:14 - The origin story of Becker's Healthcare and the window of opportunity
• 13:29 - Top healthcare trends for PE and business executives
• 19:27 - How machine learning and AI factor into the healthcare ecosystem • 22:26 - Governmental regulations around investing in healthcare for PE
• 29:30 - Private equity bringing healthcare to underserved populations
• 32:09 - Experience with getting investment fro...
2023-09-0651 min
Private Equity Podcast: Karma School of BusinessGabe Mesanza, Huron Capital | An Expert Perspective on Culture, Growth and Cash Flow in Private EquityA Partner and Resource Group Lead from Huron Capital, Gabe Mesanza, joins the Karma School of Business to discuss a wide variety of tactics for business leaders and private equity professionals.
In this episode, we discuss:
• 1:20 - Gabe's path to private equity and engineering mindset
• 9:58 - The traits of a great business: people and culture
• 17:27 - Perspective into the evolution of value creation in the PE industry
• 25:42 - Growing through uncertain economies
• 33:10 - Gabe's advice to his younger self
• 38:58 - A life hack for handwritten note takers
For more information on Huron Capital, go to https://www.huroncapital.com/
For more informa...
2023-08-3142 min
Private Equity Podcast: Karma School of BusinessJohn Kirk, Tuckerman Capital | The Key to Modern Private Equity and Business Growth: PeopleThe Karma School of Business is joined by John Kirk, a Deal Partner and Operating Advisor at Tuckerman Capital. John shares his unique perspective on people, business growth, and perseverance.
We discuss:
• 1:20 - John's path to private equity
• 6:04 - Hiking the Appalachian Trail and a lesson in perseverance
• 11:32 - Finding a great business: growth mindset
• 13:31 - Finding a great business: alignment to secular trends
• 14:30 - Finding a great business: identifiable differentiation
• 18:18 - The modern private equity process: managing the motion offense
• 25:28 - The differentiators between businesses that are successful and those that aren't
• 29:55 - How the best business builders in the world act in...
2023-08-2439 min
Private Equity Podcast: Karma School of BusinessScott Phillips, Orix Capital Partners | How to Focus on the Things That Matter in Private EquityScott Phillips, a Managing Director at Orix Capital Partners, joins the Karma School of Business podcast to discuss key data monitoring and choosing the key KPIs that really help companies grow.
In this episode we discuss:
• 0:53 - Scott's path to private equity (including a background in industrial modeling)
• 6:22 - Identifying businesses that could or will be great
• 14:01 - The trend towards value creation and a unique approach
• 22:38 - Working with portfolio companies to find opportunities in uncertain times
• 27:58 - Scott's advice to his younger self: resilience
For more information on Orix Capital Partners, go to www.orixcapitalpartners.com
For more informatio...
2023-08-1731 min
Private Equity Podcast: Karma School of BusinessPaul Stansik, ParkerGale Capital | The Sales Metric Playbook: A Private Equity Guide to Measuring Sales GrowthThe Karma School of Business podcast is joined by Paul Stansik, an Operating Partner at ParkerGale Capital, to discuss his Sales Metric Playbook and overall approach to growth within portfolio companies. In the episode, we discuss:
• 2:06 - Paul's origin story and path to private equity
• 8:01 - The Sales Metrics Playbook and the importance of clean data
• 15:42 - What to do after you've got clean data
• 20:08 - Analyzing specific cohorts of revenue
• 30:04 - Managing long-term revenue goals versus short-term
• 36:42 - What benefits the key questions in the Sales Metric Playbook have in portcos
• 40:17 - Prioritizing sales opportunities
• 44:20 - The importance of marketing
To get...
2023-08-0847 min
Private Equity Podcast: Karma School of BusinessAI Roundtable: Tangible Takeaways to Help Leverage Artificial IntelligenceIn this special episode, we have exclusive audio from our recent webinar: Activating AI: Empowering Your Business for Success. The panel of experts from this webinar includes:
• Alex Castrounis, Founder and CEO, Why of AI
• Nik Kapauan, Principal, Access Holdings
• Ken McLaren, Partner, AI, Frazier Healthcare Partners
• Keith Thomas, National Practice Lead, Security Operations, AT&T
The panel, moderated by Karma School of Business host, Sean Mooney, includes the following topics:
• 4:40 - What pre-cursor activities to perform before diving in to AI
• 10:20 - Things that companies should keep in mind to remain secure
• 13:50 - Expert opinions on best in class tools
• 27:23...
2023-08-0353 min
Private Equity Podcast: Karma School of BusinessQ2 Snapshot: Key Findings from BluWave's Private Equity Insights ReportListen as Sean Mooney discusses private equity findings from the Q2 2023 BluWave Insights Report. The report uncovers how private equity firms are taking action, securing safety and finding success. In this episode, Sean discusses:
• 1:02 - Why value creation is surging
• 3:33 - Cooling activity on human capital
• 4:32 - Growing activity across other value creation sectors
• 5:12 - The trend toward data and AI
• 6:30 - An update on 2023 predictions
To download the full report, go to www.bluwave.net/insights-report/
2023-07-1809 min
Private Equity Podcast: Karma School of BusinessCici Zheng, ParkerGale Capital | Private Equity Advice on Pricing, Human Capital and MoreWe're joined by Cici Zheng, a Partner from ParkerGale Capital to give her operations-focused perspective on many different private equity topics. Listen to the conversation as we discuss:
2:30 - Cici's path to private equity
8:19 - What traits show a company has potential
13:06 - Focusing on all facets of a company
17:18 - The strategy behind working with portco management teams
20:31 - Navigating uncertain economies
24:05 - Getting buy-in from portco sales teams on pricing changes
27:31 - Cici's advice to her younger self
To learn more about ParkerGale Capital, go to https://www.parkergale.com
To learn more about BluWave and this podcast...
2023-07-1333 min
Private Equity Podcast: Karma School of BusinessFilling a Need: Unraveling the History and Growth of the Private Equity IndustryIn this captivating episode, we delve into the history of private equity, exploring its origins, confronting industry stigmas, and witnessing its evolution into a dynamic force. Join us as we: (0:54) Uncover the ideas that gave birth to the first private equity firms, laying the groundwork for an industry that would reshape the business landscape. (5:37) Challenge the prevailing stigma personified by 1980s Wall Street movies, to explore how the industry has and continues to evolve. (10:05) Highlight the shifting focus of private equity towards the people involved and the value they can create, from investors to management teams. (13:18) Touch on the importance...
2023-06-0821 min
Private Equity Podcast: Karma School of BusinessJohn Huhn, Compass Group Equity Partners | Unlocking Success: The Power of Persistence in PEA managing partner from Compass Group Equity Partners, John Huhn, joins the Karma School of Business Podcast to discuss:
1:04 - John's background and path to private equity
9:28 - The most important traits to look for when evaluating a potential investment
13:50 - What makes Compass unique and how they approach value creation
21:34 - Advice to successfully manage a rocky economic period
26:52 - Important aspects of the portco-PE firm relationship
31:30 - John's advice to his younger self
And much more.
To learn more about Compass Group, go to https://www.cgep.com/
To learn more about BluWave, go to https://www.bluwave...
2023-06-0135 min
Private Equity Podcast: Karma School of BusinessHR, Tech Take Center Stage in Q1: Private Equity Industry UpdateWe share top private equity insights from our Q1 2023 Insights Report where we evaluate proprietary data from over 500 leading private equity firms across thousands of projects. We compare year over year activity from the BluWave Activity Index to share how private equity is reacting to the current economic state. Join BluWave Founder and CEO, Sean Mooney, as he discusses:
1:07 - Comparing the economy in 2023 to 2008
2:52 - The breakdown between due diligence and value creation
6:25 - How private equity is being strategic in diligence during the unsteady economic environment
8:35 - What is fueling the increase in value creation activity
11:58 - The...
2023-04-1317 min
Thrive LouD with Lou Diamond855: Sean Mooney - "BluWave"Sean is the Founder and CEO of BluWave where he leads overall strategy and related sales, marketing, and operational activities. Sean is a ~20-year veteran of the private equity industry. Prior to founding BluWave, he was a Partner and member of the Investment Committee of SFW Capital Partners, a leading middle market private equity firm in New York specializing in information, data, and network enabled businesses. At SFW, he managed the origination, assessment, execution, and ongoing support of portfolio company investments. He serves on the Board of Directors of Sachem Inc. and previously served on...
2023-01-1734 min
Private Equity Podcast: Karma School of BusinessTop 5 Private Equity Trends In 2022It was an interesting year for private equity. In this episode, BluWave Founder and CEO Sean Mooney, breaks down what he's identified as the top 5 trends of 2022: Private equity firms run toward the (economic) storm The rise of human capital Digitization & data ESG Fundraising BluWave supports hundreds of PE firms and their portcos, giving us a unique bird's-eye view of what's happening in the business world. We hope you enjoy these insights.
2022-12-1310 min
Private Equity Podcast: Karma School of BusinessThe BluWave StoryIn this episode, host Sean Mooney talks about how he gave up his private-equity career in New York to build BluWave down south. Growing up in a large, entrepreneurial family in Texas, Sean followed an unquestioned path that led him to study in D.C, then to investment banking in New York, and finally to a nearly 20-year career in private equity. Learn why he left that all behind to move to Nashville, Tennessee, in 2016 to solve the problems that business builders face on a daily basis.
Sean shares personal insight into how he managed the highest highs and lowest...
2022-08-1911 min
Private Equity Podcast: Karma School of BusinessWelcome to BluWave's Karma School of BusinessWelcome to BluWave's Karma School of Business, hosted by Sean Mooney, the Founder & CEO of BluWave, an intelligent B2B marketplace serving the world's top business builders. As you listen, you'll learn insights and best practices from leading and influential private equity professionals, visionary business executives, and one-of-a-kind industry thought leaders who will help you take meaningful action, improve your business, and enhance your life.
To learn more, visit: https://bit.ly/3oPBjs8
2022-08-0201 min
Growth Think TankHelping Others Be Successful with Sean Mooney at BluWaveLeadership is not just about getting the job done. It is about developing others. Another way to say that is helping others be successful. Today’s guest is Sean Mooney, Founder & CEO at BluWave. Inc Magazine ranked his company #127 on the 2021 Inc 5000 list. BluWave is a business intelligence network powered by technology, data, and human ingenuity. Sean talks about a fundamental principle that drives him as a leader — helping others be successful. We discuss the importance of serving others. Get the show notes for Helping Others Be Successful with Sean Mooney at BluWave Click to Twee...
2022-01-2425 min
Middle Market MusingsEpisode 10 Sean Mooney, BluWaveSean Mooney, Founder and CEO of BluWave, stops by. BluWave is a fast-growing provider of best-in-class resources to more than 500 private equity funds. Andy and Charlie drill into how BluWave evolved from Sean’s own background in private equity, the particulars of the business model, and what the business itself says about signature trends in private equity – higher valuations, compressed returns, greater industry specialization and heightened pressure to capture growth and operational improvement. All that, plus the usual Masterpiece Theater-level back-and-forth between the two hosts.
2021-10-0641 min
The Use Case by RecruitingDailyThe Use Case Podcast: Storytelling About BluWave with Sean MooneyWelcome to the Use Case Podcast, episode 135. This week we have storytelling about BluWave with Sean Mooney. During this episode, Sean and I talk about how practitioners make the business case or the use case for purchasing BluWave.Sean is an expert in all things business assessment and value creation. [History]. His passion to help private equity firms solve their challenges by connecting them with the best-in-class, pre-vetted resources they need when they need them really comes through during the podcast.Listen & Subscribe on your favorite platformApple | Spotify | Google | Amazon
2021-10-0130 min
Private Equity FunCastHow BluWave Helps PE Shrink the WorldDevin sits down with BluWave founder Sean Mooney to discuss how his firm helps PE funds run diligence better and post-closing operations faster. BluWave provides services to 500 PE funds and countless service providers so you can find the right resource at the right time with the right skills for the job at hand -- commercial diligence, sales effectiveness, interim executives, and plenty more. Sean has a unique perspective on PE having worked in the industry prior to founding BluWave in 2016.
2021-08-181h 11Private Equity FunCastHow BluWave Helps PE Shrink the WorldDevin sits down with BluWave founder Sean Mooney to discuss how his firm helps PE funds run diligence better and post-closing operations faster. BluWave provides services to 500 PE funds and countless service providers so you can find the right resource at the right time with the right skills for the job at hand -- commercial diligence, sales effectiveness, interim executives, and plenty more. Sean has a unique perspective on PE having worked in the industry prior to founding BluWave in 2016.
2021-08-181h 11
Road XS PodcastTransporting the Community with Celia Arthur from Bluwave Community TransportThis episode offers a fascinating insight into the challenges which are facing community transport services up and down the country. We welcome our special guest, Celia Arthur, the transport manager for Bluwave Community Transport (www.bluwave.org.uk), and we had a call to discuss the importance and value the role volunteer drivers play in their local community and how you too can become a volunteer driver. Bluwave Community Transport are particularly busy and are always on the lookout for more volunteers and drivers.
We also discuss how Road XS (www.roadxs.com) is allowing them to do...
2019-12-0219 min