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Showing episodes and shows of
Doug McCormick
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Best But Never Final: Private Equity's Pursuit of Excellence
Summer Break — See You After Labor Day
Sean Mooney shares a quick update from the Best But Never Final team. With deal flow, board work, and summer schedules in full swing, the podcast is taking a short break until after Labor Day. Sean reflects on the original vision for the show, offers suggestions for catching up, and previews what’s ahead. Whether you’re new to private equity or deep in the game, there’s plenty to dig into while we’re away.For more information on the podcast, visit bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.Visi...
2025-07-15
01 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity’s Guide to Board Meetings: Building Strategy and Driving Value
Board meetings are a critical tool for private equity firms to drive strategy, track progress, and unlock value. In this episode, Sean Mooney, Lloyd Metz, and Doug McCormick explore how private equity boards operate, from setting agendas and assembling members to balancing tactical updates with strategic discussions.They discuss the importance of preparation, the role of independent directors, and how to ensure that board meetings foster alignment and productive decision-making. Whether you’re refining your approach or learning how boards work, this episode offers key insights for making meetings count.Episode Highlights:...
2025-06-17
52 min
The Deal
Behind the Buyouts: HCI's McCormick on Consolidating Fragmented Markets
HCI Equity co-founder and chief investment officer Doug McCormick discusses the firm's approach to buy-and-build strategies in large, fragmented and stable markets as well as navigating the challenging M&A environment in 2025.
2025-06-02
29 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity’s Consolidation Strategy: Keys to Success in Fragmented Markets
Consolidation strategies are a proven way to create value in fragmented markets, but execution is everything. In this episode, Doug McCormick walks through the key principles of launching and scaling a buy-and-build platform, sharing lessons learned from a real-world example in the lawn care industry. Joining Sean Mooney and Lloyd Metz, Doug dives into the essential elements of consolidation success, from developing the investment thesis to building scalable infrastructure and engaging entrepreneurial owners.The team explores topics like market selection, integration strategies, and how to position a business for the next phase of growth. If you’re co...
2025-05-27
40 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity in 2025: Diligence and Value Creation Trends
Private equity is evolving rapidly, and staying ahead requires innovation in both diligence and value creation. In this episode, Sean Mooney, Lloyd Metz, and Doug McCormick explore the latest tools, trends, and strategies that are reshaping the private equity landscape in 2025.The conversation dives into cutting-edge approaches to due diligence, including advancements in data analysis, tech diligence, and digital market studies. They also discuss how private equity firms are reimagining value creation, from leveraging AI to optimize operations, to using data visualization and digital tools to drive portfolio success.Packed with actionable insights and real-world...
2025-05-13
49 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity’s Response to Tariffs: Insights with Beacon Global Strategies’ Michael Allen
Tariffs are at the center of a rapidly changing global trade landscape, creating both challenges and opportunities for businesses. In this episode, Sean Mooney, Lloyd Metz, and Doug McCormick are joined by Michael Allen, co-founder of Beacon Global Strategies, to explore the state of U.S. trade policy, its impact on private equity, and how businesses can adapt.Michael provides an inside look at the current administration's approach to tariffs, bilateral trade negotiations, and the implications for global supply chains and domestic industries. Together, the panel discusses what companies can do now to manage supply chain disruptions...
2025-04-29
49 min
Best But Never Final: Private Equity's Pursuit of Excellence
The Keys to Effective Merger Integration in Private Equity
Merger integration is a critical component of private equity strategies, especially in buy-and-build models. In this episode, Sean Mooney, Lloyd Metz, and Doug McCormick break down what it takes to successfully integrate acquisitions, why careful planning is essential, and the risks that come with getting it wrong.From cultural alignment and change management to IT systems and operational processes, the team provides actionable insights for portfolio companies and investors alike. Whether it’s a strategic roll-up or a single add-on, this episode covers the strategies needed to create value and avoid common pitfalls in mergers and acquisitions....
2025-04-15
55 min
Best But Never Final: Private Equity's Pursuit of Excellence
Featured: Thoma Bravo’s Behind the Deal with Coupa CEO Leagh Turner
In this featured episode, we’re excited to share a conversation from Thoma Bravo’s Behind the Deal podcast. Join managing partner Holden Spaht as he sits down with Leagh Turner, CEO of Coupa, to explore how Thoma Bravo and Coupa are revolutionizing business spend management, leveraging AI, and driving innovation post-acquisition.Hear how Coupa is transforming inefficiencies in the $33 trillion global trade ecosystem using its $7 trillion transaction dataset and AI-driven insights. Leagh also shares her leadership philosophies, strategies for cultural alignment, and how Coupa continues to set itself apart in business spend management.Di...
2025-04-01
36 min
Best But Never Final: Private Equity's Pursuit of Excellence
Scaling Smarter: How Bluesight and Thoma Bravo Turned Vision Into Value
In this episode, Sean Mooney, Doug McCormick, and Lloyd Metz are joined by Carl Press of Thoma Bravo and Kevin MacDonald, CEO of Bluesight, to share a behind-the-scenes look at scaling a software company from a bootstrap startup to a private equity-backed category leader. Kevin reflects on his fourteen-year journey, from self-funding and navigating tough markets to leveraging venture capital and eventually partnering with private equity to drive growth and achieve ambitious goals. Carl provides insights from Thoma Bravo’s perspective, highlighting the power of strategic M&A, operational constraints, and value creation planning.Together, they discuss th...
2025-03-25
48 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity and AI: Practical Applications, Risks, and the Future of Business
In this insightful conversation, Doug McCormick, Lloyd Metz, and Sean Mooney tackle the transformative role of artificial intelligence (AI) in private equity and beyond. Sean shares how his company, BluWave, has leveraged AI to streamline operations, enhance decision-making, and create proprietary competitive advantages. The discussion explores actionable ways entrepreneurs, private equity firms, and portfolio companies can implement AI for immediate ROI, from creative assistance to operational efficiency. The group also examines the broader policy, regulatory, and workforce implications of AI, tackling challenges like privacy, cybersecurity risks, and organizational change management. Whether you're a business owner, private equity professional, or...
2025-03-04
57 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity’s Guide to Focus: Thesis Development and Deal Sourcing
This special replay highlights an essential episode on how private equity firms identify where to invest and how to strategically source opportunities. Doug McCormick and Lloyd Metz join Sean Mooney to explore the art of specialization, building investment theses, and balancing focus with innovation. They share insights into why focus matters for both LPs and success in deal-making, how sourcing strategies evolve from industry expertise, and why relationships with investment bankers and direct outreach are critical. Whether you’re a business owner or a private equity professional, this episode outlines the foundational strategy behind deal selection and sourcing....
2025-02-18
59 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity’s Lens on Geopolitics: Supply Chains, Infrastructure, and Enterprise Risk
Kicking off a new series on emerging investment themes, Lloyd Metz, Doug McCormick, and Sean Mooney examine the profound effects of geopolitical complexity on private equity. This episode explores the growing trend of supply chain reshoring, the rise of infrastructure services, and how enterprises are grappling with heightened risks in today’s dynamic environment. Lloyd shares insights from a portfolio company aiding corporations in navigating federal policies and mitigating geopolitical challenges, while the group discusses what makes these businesses scalable, cash-generating, and attractive for investment.Episode Highlights2:27: Lloyd and Doug break do...
2025-02-04
44 min
Outer Limits Of Inner Truth
Doug Casey on Government Lies, Financial Freedom, and the Future of Power
In this interview with Doug Casey, we discuss what to expect in 2025. We also explore alternatives to traditional education, discussing Casey’s upcoming book that offers guidance for young individuals seeking unconventional career paths. Personal anecdotes highlight the benefits of early childhood reading and exposure to diverse ideas, as we reflect on shifting perceptions of various professions. The discussion then turns to politics, examining the implications of recent leadership changes and their impact on personal freedom. We consider Trump’s return to office, debating whether it strengthens governmental authority or exposes its inefficiencies, with a cautiously optimistic view of potential dere...
2025-01-31
29 min
Outer Limits Of Inner Truth
Doug Casey on Government Lies, Financial Freedom, and the Future of Power
In this interview with Doug Casey, we discuss what to expect in 2025. We also explore alternatives to traditional education, discussing Casey’s upcoming book that offers guidance for young individuals seeking unconventional career paths. Personal anecdotes highlight the benefits of early childhood reading and exposure to diverse ideas, as we reflect on shifting perceptions of various professions. The discussion then turns to politics, examining the implications of recent leadership changes and their impact on personal freedom. We consider Trump’s return to office, debating whether it strengthens governmental authority or exposes its inefficiencies, with a cautiously optimistic view of potential dere...
2025-01-31
29 min
Outer Limits Of Inner Truth
Doug Casey on Government Lies, Financial Freedom, and the Future of Power
In this interview with Doug Casey, we discuss what to expect in 2025. We also explore alternatives to traditional education, discussing Casey’s upcoming book that offers guidance for young individuals seeking unconventional career paths. Personal anecdotes highlight the benefits of early childhood reading and exposure to diverse ideas, as we reflect on shifting perceptions of various professions. The discussion then turns to politics, examining the implications of recent leadership changes and their impact on personal freedom. We consider Trump’s return to office, debating whether it strengthens governmental authority or exposes its inefficiencies, with a cautiously optimistic view of potential dere...
2025-01-31
29 min
Outer Limits Of Inner Truth
Doug Casey on Government Lies, Financial Freedom, and the Future of Power
In this interview with Doug Casey, we discuss what to expect in 2025. We also explore alternatives to traditional education, discussing Casey’s upcoming book that offers guidance for young individuals seeking unconventional career paths. Personal anecdotes highlight the benefits of early childhood reading and exposure to diverse ideas, as we reflect on shifting perceptions of various professions. The discussion then turns to politics, examining the implications of recent leadership changes and their impact on personal freedom. We consider Trump’s return to office, debating whether it strengthens governmental authority or exposes its inefficiencies, with a cautiously optimistic view of potential dere...
2025-01-31
29 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity’s Essential Partner: Inside the World of Direct Lending with Greg Cashman
In this episode, Golub Capital’s Senior Managing Director, Greg Cashman, joins Lloyd Metz, Doug McCormick, and Sean Mooney to uncover the critical role of direct lenders in private equity. Greg shares Golub’s transition from private equity to direct lending, the importance of alignment between lenders and PE sponsors, and their underwriting strategies for companies and sponsors. Explore how private credit markets have evolved, what makes the best sponsors stand out, and why 2025 is shaping up to be a pivotal year for M&A. Packed with insights from decades of experience, this is an essential listen for private equi...
2025-01-21
52 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity 2024 Recap: Market Lessons and 2025 Projections
Hosts Lloyd Metz, Doug McCormick, and Sean Mooney review the major themes shaping private equity in 2024, including liquidity challenges, market shifts, and investor dynamics. They discuss strategies to prepare for 2025 amid potential changes in interest rates, inflation, and emerging opportunities in industrials, food, and infrastructure services. With insights into M&A activity, CEO evaluations, and aligning investor expectations with portfolio performance, this episode offers practical knowledge for private equity professionals, investors, and business owners.Episode Highlights1:36 - Reflecting on 2024 as a challenging year for private equity, with discussions on liquidity pressures...
2025-01-07
47 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity and Policy: Paul Ryan's Insight on Economic Impact and Investment Strategy
In this episode, hosts Lloyd Metz, Doug McCormick, and Sean Mooney are joined by Paul Ryan, former Speaker of the House, now a partner at Solamere Capital. Speaker Ryan delves into his transition from a distinguished career in public service to the private equity sector, highlighting his enduring passion for economics and his strategic choice to focus on lower middle market private equity. The discussion explores the unique value private equity brings to liquidity provision, business growth, and its broader economic impact. He also shares his perspective on the current political landscape, regulatory shifts, labor supply significance in manufacturing...
2024-12-11
44 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity and Policy: Paul Ryan's Insight on Economic Impact and Investment Strategy
In this episode, hosts Lloyd Metz, Doug McCormick, and Sean Mooney are joined by Paul Ryan, former Speaker of the House and Vice Presidential Candidate, now a partner at Solamere Capital. Ryan delves into his transition from a distinguished career in public service to the private equity sector, highlighting his enduring passion for economics and his strategic choice to focus on lower middle market private equity. The discussion explores the unique value private equity brings to liquidity provision, business growth, and its broader economic impact. Ryan also shares his perspective on the current political landscape, regulatory shifts, labor supply...
2024-12-10
46 min
Private Equity Podcast: Karma School of Business
Strategic Exits and Sustained Growth: Year-End Insights from Doug McCormick and Lloyd Metz
Explore 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...
2024-11-26
44 min
BluWave’s Karma School of Business
Strategic Exits and Sustained Growth: Year-End Insights from Doug McCormick and Lloyd Metz
Explore 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...
2024-11-26
44 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity Year-End Playbook: Optimizing Exit Strategies for Maximum Returns
In this encore presentation from February 20th, Lloyd Metz, Doug McCormick, and Sean Mooney discuss the strategic considerations behind exiting a private equity investment. With an anticipated wave of deals in the coming year, understanding when to sell and how to do it effectively is crucial. This episode covers the importance of exit timing, various exit mechanisms including dividend recaps, partnership deals, and ESOPs, and how to prepare for a successful sale. Whether considering selling now or seeking insights into exit strategies, this episode provides valuable information on making informed decisions that maximize returns.Episode Highlights:
2024-11-26
45 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity's Value Creation Playbook: Insights from the Front Lines
Lloyd Metz, Doug McCormick, Sean Mooney, and operating partners Mary Rachide from ICV and Bob Hund from HCI delve into value creation in private equity. They discuss the role of operating partners in enhancing portfolio company growth, from due diligence to strategic execution. The episode covers aligning company vision with actionable strategies, the importance of stakeholder collaboration, and the balance between innovation and risk management. Mary and Bob share their experiences in driving transformation and the challenges and rewards of their roles in achieving exceptional outcomes.Episode Highlights1:25 - Introduction to value creation and the role...
2024-11-12
1h 01
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity's Unforgettable Tales: Lessons from the Trenches
Lloyd Metz, Doug McCormick, and Sean Mooney share pivotal experiences from their private equity careers, focusing on due diligence surprises, the impact of personal challenges on professional relationships, and complex business scenarios. They emphasize the importance of comprehensive background checks, cultural sensitivity in international deals, and strategic problem-solving in high-stakes situations. This episode provides insights into the nuanced world of private equity, where unexpected challenges often lead to valuable lessons.Episode Highlights:2:11 - Lloyd Metz emphasizes the necessity of thorough background checks with a story about a CEO's undisclosed past.5:08 - Doug McCormick discusses the significance...
2024-10-29
49 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity's Guide to Strategic Talent Management
In this episode of 'Best But Never Final,' Lloyd Metz, Doug McCormick, and Sean Mooney discuss the importance of strategic talent management in private equity. They explore the transition from traditional HR to advanced human capital strategies, emphasizing the critical role of hiring, team building, and organizational design in driving business success. The conversation covers practical strategies for hiring, including preparation, execution, and effective onboarding, providing private equity professionals with insights to leverage human capital for competitive advantage and sustainable success in their portfolio companies.2:20 - The critical role of human capital in private equity.4:16 - The...
2024-10-15
54 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity's Tech Transformation: David Freed on Adopting Technology for Growth
In this engaging episode of 'Best But Never Final,' hosts Lloyd Metz, Doug McCormick, and Sean Mooney welcome David Freed, a seasoned professional with extensive experience across the private equity, technology, and operational landscapes. Freed shares his journey from operating roles within portfolio companies to co-founding CP Energy Holdings, focusing on carbon reduction investments. The discussion delves into the strategic use of technology to drive business growth, the importance of cybersecurity, and the necessity of embracing technological advancements to stay competitive. Freed's insights offer valuable lessons on integrating technology with business strategy to achieve sustainable success in today's...
2024-10-01
1h 00
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity's Critical Season: Mastering the Fall Deal Rush
We're in the heart of private equity's busiest season with Lloyd Metz, Doug McCormick, and Sean Mooney in this episode of 'Best But Never Final.' They tackle the fall deal rush, a period brimming with new deals and rigorous due diligence. The hosts share insights on efficiently assessing opportunities, focusing on key tools like Quality of Earnings Reviews, market studies, and management assessments. This episode is a must-listen for those new to the private equity deal rush, offering a clear view of the strategies and challenges involved in due diligence and value creation.Episode Highlights:
2024-09-17
50 min
Iglesia de Cristo del lado oeste - Elkton, KY
Redimido (de nuestra adoración del 9-1-24)
Mira la versión en video aquí: https://youtu.be/K7yNAE6sxbUTranscripción:Son, eh, básicamente inútiles para la mayoría de las personas. Me atrevo a decir que probablemente la mitad de las personas en la sala hoy probablemente nunca hayan visto una, y mucho menos tenido que usarla. Si tuvieras que ir a buscar una, diría que probablemente la casa de tus padres o abuelos, probablemente en un ático o en un armario, sería el mejor lugar para buscar.Verás, en algún momento esto era un...
2024-09-04
17 min
West Side Church of Christ - Elkton Ky
Redeemed(From Our 9-1-24 Worship)
Watch The Video Version Here: https://youtu.be/YCXI4MHHqHQTranscript:They're, uh, they're basically worthless to most people. I dare say probably half the people in the room here today probably never even seen one, let alone had to use it. If you had to go, had to go find one, I would say that probably your parents or your grandparents house, probably in an attic or a closet would be the best place to go look. You see, at one time this was an absolute necessity, but The world's kind of moved on. The...
2024-09-04
17 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity's Response to Economic Shifts: Insights from Rob Brown
Join Lloyd Metz, Doug McCormick, Sean Mooney, and special guest Rob Brown, CEO of Lincoln International, as they discuss the significant changes in private equity and investment banking from the early 2000s to today. This episode covers the pivotal role of company culture in driving growth, adapting to economic shifts, and the strategic use of technology and talent acquisition during downturns. Listen for an in-depth analysis of market trends, the impact of COVID-19, and predictions for the M&A landscape's future.Episode Highlights:2:09 - Rob Brown reflects on the transformation of private equity and investment...
2024-09-03
50 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity's Balancing Act: Capital Structure and Risk Management
Explore the critical aspects of capital structure in the private equity sector with insights from Lloyd Metz, Doug McCormick, and Sean Mooney. This episode breaks down the strategic use of debt versus equity, the implications of leveraging, and the nuances of maintaining lender relationships. It offers a focused look at how private equity professionals navigate risk and optimize returns through smart capital structure choices, essential listening for investors and business owners aiming to understand the financial underpinnings of successful investments.1:18 - Introduction to the importance of capital structure choices in private equity. 3:16 - Exploring the balance b...
2024-08-20
36 min
Punchlines with Frank Nicotero
Episode 212: USA Medal Domination, Kevin Durant Scoring Leader in Olympics, Ice Cube Challenges 3x3 Team
Special guests Denny Neagle, Greg Vaughn and Doug Ellin join the show and we're talking the USA taking controls of all medal counts, Kevin Durant becoming the all-time scoring leader in the Olympic Games, Ice Cube challenging the 3x3 Gold Metal Team, and more on Punch Lines with Frank Nicotero.Special Guests: Denny Neagle, Doug Ellin, and Greg Vaughn.
2024-08-07
1h 09
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity Reflections and Preparations for the Hustle Ahead
In this episode of Best But Never Final, join Lloyd Metz, Doug McCormick and Sean Mooney as they delve into the seasonal nuances of the private equity world during the summer months. This episode offers a candid look at how private equity professionals balance the demands of work with personal time, reflecting on the impact of summer on investment activities and portfolio management. From discussing the rhythm of deal flows to sharing personal strategies for recharging, the trio provides insights into how the industry adapts and plans for the latter half of the year amidst the backdrop of recurring...
2024-08-06
47 min
Beyond the Chutes
Celebrating 66 Years of the Legendary Attica Rodeo
Join host Doug Simcox as we celebrate the 66th anniversary of the legendary and historic Attica Rodeo in Attica, New York. In this special episode, we take a trip down memory lane with heartfelt stories and reflections from those who have been part of this incredible journey. Hear from Miss Ginny Kerr, Peggy Spade, Anita Brown, John McCormick, Chuck Muscolino, Rob Wright, Kelly Page, and Sam Swearingen as they share their cherished memories and thoughts about the rodeo.We also honor the original founders, known as the "boys in the white shirts," whose vision and dedication laid...
2024-07-30
51 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity's Ownership Advantage: Uniting Teams and Value
In this episode, hosts Lloyd Metz, Doug McCormick, and Sean Mooney, alongside their expertise in private equity, delve into the nuanced practice of granting equity to employees within portfolio companies. They discuss the strategic importance of aligning incentives, attracting top talent, and instilling an ownership mindset throughout the organization. From stock options to profit interests, explore the mechanisms private equity firms utilize to distribute equity and the impact this has on fostering value creation.Key Highlights::37 - Setting the stage for the discussion on equity ownership in private equity.10:23 - Examining the...
2024-07-23
40 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity's Key Decision: Knowing When to Exit
Dive into an insightful exploration of the critical decision-making process within private equity regarding the timing of exits. Hosts Lloyd Metz, Doug McCormick, and Sean Mooney dissect the lifecycle of a deal, emphasizing the strategic considerations that guide private equity firms in determining the optimal moment to sell. From the initial value creation phase to the meticulous preparation for sale, this episode unveils the art and science behind maximizing returns and successfully navigating the complex M&A landscape.Key Highlights::37 - Introduction to the episode's focus on the lifecycle of a deal and the...
2024-07-09
53 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity's Game Plan: Executing Optimal Buy and Sell Strategies
Episode Description:Explore the complexities of private equity's strategic approaches to buying and selling across fluctuating market cycles in this episode of "Best But Never Final." Hosts Lloyd Metz, Doug McCormick, and Sean Mooney unpack the essence of private equity operations amidst economic uncertainties, offering a rich discussion on how to maximize outcomes regardless of the market's condition. From the anticipation of black swan events to the tactical maneuvers for both acquisition and divestment, this conversation provides a foundational understanding of private equity's resilience and adaptability.Key Highlights:2:26 - Current...
2024-06-25
51 min
Best But Never Final: Private Equity's Pursuit of Excellence
Steering Through M&A Uncertainty with Dave Roberts from Houlihan Lokey
In this episode of "Best But Never Final," hosts Lloyd Metz, Doug McCormick, Sean Mooney, and special guest Dave Roberts from Houlihan Lokey explore the shifting landscape of M&A markets and the strategic maneuvers private equity firms employ in response.Episode Highlights:1:04 - Introduction of Dave Roberts and the evolving M&A market's impact on deal flows.9:47 - Performance insights of private equity portfolios amid economic fluctuations.15:11 - Examination of the backlog in deal introductions and the disconnect between buyer and seller expectations.22:00 - The critical role...
2024-06-11
55 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity Pulse: Steering Through Economic Uncertainty
In this episode of "Best But Never Final," join Lloyd Metz, Doug McCormick, and Sean Mooney as they navigate the choppy waters of today's economic landscape and its implications for private equity portfolio companies. Amidst moderate inflation, groundbreaking technological advancements, and significant geopolitical risks, our hosts dissect how these factors are influencing the strategic direction and operational decisions within their portfolio companies. From analyzing consumer sentiment to unraveling the resilience found within the lower middle market, this episode offers a panoramic view of economic resilience and adaptability.Listeners will gain insights into:1:27 - An overview of...
2024-05-28
58 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity's Compass: Guiding Decisions with Due Diligence
Dive deep into the heart of private equity diligence processes with Lloyd Metz, Doug McCormick, and Sean Mooney in this insightful episode of "Best But Never Final." The trio unravels the complexities of third-party diligence, shedding light on the essential tools that private equity firms employ to assess, verify, and envision the potential of their investments. From the critical Quality of Earnings review to comprehensive market studies and management assessments, this episode covers the gamut of due diligence activities that underpin successful private equity transactions.Listeners will explore:1:00 - The pivotal role of third-party diligence in...
2024-05-14
48 min
Outer Limits Of Inner Truth
Surviving and Thriving in the Coming Crisis With Doug Casey
Surviving and Thriving in the Coming Crisis With Doug Casey Doug Casey has garnered a well-earned reputation for his erudite (and often controversial) insights into politics, economics, and investment markets. Doug is widely respected as one of the preeminent authorities on “rational speculation,” especially in the high-potential natural resource sector. Doug wrote the book on profiting from periods of economic turmoil: his book Crisis Investing spent weeks as #1 on the New York Times bestseller list and became the best-selling financial book of 1980 with 438,640 copies sold; surpassing big-caliber names, like Free to Choose by Milton Friedman, The Real War by Richard Nixo...
2024-05-02
44 min
Outer Limits Of Inner Truth
Surviving and Thriving in the Coming Crisis With Doug Casey
Surviving and Thriving in the Coming Crisis With Doug Casey Doug Casey has garnered a well-earned reputation for his erudite (and often controversial) insights into politics, economics, and investment markets. Doug is widely respected as one of the preeminent authorities on “rational speculation,” especially in the high-potential natural resource sector. Doug wrote the book on profiting from periods of economic turmoil: his book Crisis Investing spent weeks as #1 on the New York Times bestseller list and became the best-selling financial book of 1980 with 438,640 copies sold; surpassing big-caliber names, like Free to Choose by Milton Friedman, The Real War by Richard Nixo...
2024-05-02
44 min
Outer Limits Of Inner Truth
Surviving and Thriving in the Coming Crisis With Doug Casey
Surviving and Thriving in the Coming Crisis With Doug Casey Doug Casey has garnered a well-earned reputation for his erudite (and often controversial) insights into politics, economics, and investment markets. Doug is widely respected as one of the preeminent authorities on “rational speculation,” especially in the high-potential natural resource sector. Doug wrote the book on profiting from periods of economic turmoil: his book Crisis Investing spent weeks as #1 on the New York Times bestseller list and became the best-selling financial book of 1980 with 438,640 copies sold; surpassing big-caliber names, like Free to Choose by Milton Friedman, The Real War by Richard Nixo...
2024-05-02
44 min
Outer Limits Of Inner Truth
Surviving and Thriving in the Coming Crisis With Doug Casey
Surviving and Thriving in the Coming Crisis With Doug Casey Doug Casey has garnered a well-earned reputation for his erudite (and often controversial) insights into politics, economics, and investment markets. Doug is widely respected as one of the preeminent authorities on “rational speculation,” especially in the high-potential natural resource sector. Doug wrote the book on profiting from periods of economic turmoil: his book Crisis Investing spent weeks as #1 on the New York Times bestseller list and became the best-selling financial book of 1980 with 438,640 copies sold; surpassing big-caliber names, like Free to Choose by Milton Friedman, The Real War by Richard Nixo...
2024-05-02
44 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity's Co-Pilot: The Strategic Role of the CFO
In this engaging episode of "Best But Never Final," hosts Lloyd Metz, Doug McCormick, and Sean Mooney demystify the pivotal role of the Chief Financial Officer (CFO) within the private equity (PE) landscape. As they navigate through the multifaceted responsibilities and evolving nature of the CFO role, the discussion illuminates why a strategic CFO is indispensable for PE-backed companies. From being the co-pilot to the CEO to mastering the art of translation between financials and business operations, this episode explores the journey from a competent to a strategic CFO and the essential traits that define success in this dynamic...
2024-04-30
41 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity's Evolving Entryways: From Analyst to Operator
In this episode of "Best But Never Final," delve into the evolving landscape of career entry points into the private equity industry with hosts Lloyd Metz, Doug McCormick, and Sean Mooney. The trio, seasoned in the nuances of private equity, dissect the journey from traditional roles in investment banking and consulting to the increasingly recognized value of operational expertise. This conversation offers a candid look at the prerequisites for a successful career in private equity, emphasizing the significance of intellectual curiosity, the strategic advantage of an MBA, and the diverse skill sets required to thrive.Listeners will...
2024-04-16
49 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity Framework: Crafting Investment Focus and Mastering Deal Sourcing
In this episode of Best But Never Final Lloyd Metz, Doug McCormick, and Sean Mooney dive into the heart of private equity's strategic decision-making and deal sourcing processes. This episode peels back the layers on how private equity firms identify their investment focus, align with Limited Partners' (LPs) expectations, and navigate the competitive landscape to source potential opportunities. Through a detailed discussion, the trio elucidates the evolution from generalist approaches to the specialized strategies that now define the industry, highlighting the critical role of deep market knowledge and network building in successful deal sourcing.Episode Highlights:
2024-04-02
58 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity's Growth Engine: A CEO's Journey with HCI
About the Episode: In this enlightening episode of "Best But Never Final," hosts Doug McCormick, and Sean Mooney delve into the intricate process of value creation within the private equity landscape, from the perspective of both the PE firm and the portfolio company CEO. Featuring Scott Milberg, CEO of AmerCareRoyal, a portfolio company of HCI Equity Partners, the conversation explores the transformative journey of AmerCareRoyal from a family-owned business to a leading supplier in the food service industry. This episode offers a rare glimpse into the collaborative dynamics between a private equity firm and its portfolio company, highlighting the...
2024-03-19
48 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity's Calculus: Aligning Incentives Across the Value Chain
About the Episode: In this episode of "Best But Never Final," Lloyd Metz, Doug McCormick, and Sean Mooney dissect the intricate incentive structures and financial mechanics at the heart of the private equity world. They embark on a detailed exploration of how limited partners (LPs) kickstart the momentum within the private equity sphere, influencing strategies and operations down to the portfolio companies. This episode is an essential listen for those looking to grasp the strategic foundations of private equity, offering a thorough understanding of the sector’s dynamics from investment initiation to portfolio company transformation.Episode Highlights:...
2024-03-05
38 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity Pathways: Mastering Exits and Building Resilience
In this insightful episode of "Best But Never Final," join hosts Sean Mooney, Doug McCormick, and Lloyd Metz as they delve into the critical phase of private equity – the exit strategy. Learn how seasoned professionals approach the endgame of their investment journey, ensuring they've built businesses that can withstand market volatility and attract the right buyers. The trio shares their wisdom on timing the market, fostering durable business models, and the importance of long-term value creation over short-term gains. They also explore innovative financial tools like continuation vehicles and partnership deals that provide both liquidity and the opportunity for su...
2024-02-20
44 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity's Reflection and Foresight: A New Year of Opportunities
Welcome to the third episode of "Best But Never Final," where private equity (PE) veterans Sean Mooney, Doug McCormick, and Lloyd Metz usher in the new year with a candid discussion on the lessons learned and the strategies for the future. As we turn the calendar page, our hosts delve into the significance of year-end reflection, the importance of process optimization before technology adoption, and the anticipation of trends shaping the investment landscape in 2024.This episode serves as a masterclass for limited partners, business owners considering private equity investment, and rising private equity professionals. It offers a...
2024-02-06
51 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity Strategies: Crafting the Future for Transformative Growth
Dive into "Best But Never Final," where hosts Sean Mooney, Lloyd Metz, and Doug McCormick unfold the blueprint for transformative growth in private equity (PE). This episode, a beacon for investors and entrepreneurs alike, reveals how PE experts craft a future of prosperity for potential investments before the ink dries on the deal.Uncover the strategies that align investor visions with entrepreneurial aspirations, ensuring a partnership that thrives on mutual goals and trust. Learn how candid conversations and understanding the entrepreneur's mindset are crucial in setting the stage for success. Our hosts discuss the importance of not...
2024-02-06
54 min
Best But Never Final: Private Equity's Pursuit of Excellence
Private Equity Playbook: Mastering Market Dynamics, Business Models, and Team
Welcome to the inaugural episode of "Best But Never Final," the podcast that grants you exclusive access to the private equity (PE) playbook, unlocking the secrets of market mastery, business model optimization, and team excellence. Join our esteemed hosts—Lloyd Metz, Doug McCormick, and Sean Mooney—as they guide you through the corridors of private equity, unveiling the strategies that shape successful investments and drive business innovation.In this episode, our hosts, each a titan of the private equity realm, share their profound insights and diverse experiences. Lloyd Metz, a partner at ICV Partners, delves into the impo...
2024-02-06
47 min
Best But Never Final: Private Equity's Pursuit of Excellence
Welcome To Best But Never Final: Private Equity's Pursuit of Excellence
The "Best But Never Final" podcast is a treasure trove of actionable insights for business builders, presented by a trio of seasoned private equity veterans. This podcast is an essential resource for mid-level, early-career private equity professionals, founders, CEOs, and anyone interested in the transformative power of private equity.Our hosts bring a wealth of experience to the table. Doug McCormick, managing partner and CIO at HCI Equity Partners, has nearly two decades of experience in the firm, specializing in creating significant value in lower middle market companies. Lloyd Metz, Managing Director at ICV Partners, brings over...
2024-01-30
04 min