On BDO's latest Private Equity Perspectives podcast episode, host Todd Kinney is joined by Jason Frank, President and Chief Compliance Officer at BDO Capital Advisors, and Jamie Austin, Global Private Equity Leader and Partner at BDO UK. Together, they unpacked the findings in BDO’s new 2025 Private Equity Survey, including: How post-Liberation Day market volatility has influenced dealmaking and the top factors impacting transactions. Why platform acquisitions have emerged as the leading capital...
Aug 15, 2025•25 min•Season 1Ep. 53
On BDO's latest Private Equity PErspectives podcast episode, host Todd Kinney is joined for a second time by Abhik Das, partner at Three Hills, and Blair Greenberg, partner at Bregal Sagemount. Together, they discussed: How AI is transforming portfolio company operations, from boosting gross margins to enhancing deal origination and due diligence processes. How firms are becoming more hands-on with portfolio companies to generate alpha and create value in today's challenging market environment. ...
May 23, 2025•22 min•Season 1Ep. 52
On BDO's latest Private Equity PErspectives podcast episode, host Todd Kinney is joined by Abhik Das, partner at Three Hills Capital Partners, and Blair Greenberg, partner at Bregal Sagemount. Together, they discussed: How modern PE firms are building specialized operational teams that transform portfolio companies beyond simply providing capital. Strategies for structuring investments that allow founders to maintain control while accelerating growth in an unpredictable market. What qualities ma...
May 02, 2025•22 min•Season 1Ep. 51
In our milestone 50th episode of the Private Equity PErspectives podcast, host Todd Kinney is joined by Lloyd Metz, Managing Director at ICV Partners, and Monika Mantilla, President and CEO at Altura Capital. Together, they discussed: Building competitive advantages through disciplined investing and operational capabilities. The role of trust and shared values in creating successful partnerships, from portfolio companies to institutional investors. How technology enables operational excellence a...
Mar 28, 2025•58 min•Season 1Ep. 50
On BDO’s latest Private Equity PErspectives podcast episode, host Todd Kinney is joined by Chris Grambling, partner at Southfield Capital, and Kevin Condon, partner at Hidden River Strategic Capital. Together, they discussed: How to identify and capitalize on unique investment opportunities in a rapidly changing market. Approaches for strengthening portfolio companies to navigate uncertainty and position them for long-term success. How strategic add-on acquisitions can help drive growth and enha...
Feb 14, 2025•31 min•Season 1Ep. 49
On BDO’s latest Private Equity PErspectives podcast episode, host and BDO’s PE National Relationship Director Todd Kinney was joined by Drew Meyers, partner at Seaport Capital, and Benjamin Krause, partner, North American infrastructure, at 3i Group. Together, they discussed: The strategies they employ to support portfolio companies post-investment and drive growth Their approach to navigating shifting market conditions and positioning companies for successful exits How operational excellence an...
Dec 13, 2024•30 min•Season 1Ep. 48
On BDO’s latest Private Equity PErspectives podcast episode, Jordan Margolin, head of business development at VSS Capital, and Matt Cole, managing director at SBJ Capital, joined host Todd Kinney to discuss: The key role relationships play in their deal sourcing strategies Providing post-investment support for their portfolio companies Which paths to exit they expect to dominate the M&A landscape in the coming months
Nov 01, 2024•37 min•Season 1Ep. 47
On BDO’s latest Private Equity PErspectives podcast episode, Glenn Harrison, managing partner at private credit fund LO3 Capital and Ken Heuer, principal at Kidd & Company, a family office, joined host Todd Kinney to discuss: The opportunities and challenges posed by longer holding periods How their respective firms have been impacted by the shift toward private credit What the market has in store for the remainder of the year
Sep 06, 2024•23 min•Season 1Ep. 46
On BDO's latest Private Equity PErspectives podcast episode, Corinne Spears, principal at Achieve Partners, and Rohanjit Chaudhry, executive director at Morgan Stanley Capital Partners, joined host Todd Kinney to discuss: How they are managing the high cost of capital The current deal landscape and what they expect to see the rest of the year Their approach to the talent challenges that emerging technology has introduced
May 31, 2024•27 min•Season 1Ep. 45
On BDO’s latest Private Equity PErspectives podcast episode , Brett Hickey, founder and CEO of Star Mountain Capital, and Engin Okaya, executive managing director at Prudential Private Capital, joined host Todd Kinney to discuss: AI and other emerging technologies: How PE firms and their portcos can strategically leverage new and impactful tools to gain a competitive edge. The increasing focus on portco talent: Why strategic recruitment and retention efforts remain a top priority for PE firms an...
Apr 05, 2024•43 min•Season 1Ep. 44
On BDO’s newest Private Equity PErspectives podcast episode, Mike Hoffmann, partner at Thoma Bravo, sat down with host Todd Kinney to share his outlook on the current software deal space. They discuss: Thoma Bravo’s method: How the firm creates opportunities and measures results, and why they take a management-centric approach when evaluating potential partners. The high-growth nature of software: Unpacking the secular tailwinds, focus on digital transformation and emerging technologies, and the...
Jan 05, 2024•40 min•Season 1Ep. 43
On BDO’s latest Private Equity PErspectives podcast episode, Laurens Goff, co-founder and managing partner at Stone-Goff Partners, and Todd Squilanti, managing director at InTandem Capital Partners, join host Todd Kinney to discuss: The changing PE landscape: How, after several busy years of acquisitions, PE firms’ deal acquisition and value creation strategies are evolving. The importance of add-on deals: Why add-ons are advantageous but challenging. Attracting and retaining talent: How to driv...
Nov 03, 2023•45 min•Season 1Ep. 42
On BDO’s new PE PErspectives podcast episode , Mike Weinberg, Managing Partner of Levine Leichtman Capital Partners, and Jeff Roth, Founding Partner of Bruin Capital, join host Todd Kinney to discuss: Deal-acquisition and value creation strategies: How the changing market has evolved the way fund managers are investing (or not) Key challenges facing portfolio company CFOs: How CFOs are managing inflation and high interest rates while navigating skillset gaps Talent management concerns: How fund ...
Sep 07, 2023•32 min•Season 1Ep. 41
On BDO’s new Private Equity PErspectives podcast episode, Nick Santhanam, CEO of Fernweh Group, and Scott Spielvogel, co-founder and managing partner of One Rock Capital Partners, join host Todd Kinney to discuss: Investment strategies: How the changing market has evolved the way fund managers are investing (or not) Impact of current economy: How inflation and higher interest rates are affecting the approach to value creation and financing Influence of social and environmental concerns: How the ...
Jun 14, 2023•40 min•Season 1Ep. 40
On BDO’s new Private Equity PErspectives podcast episode, Michael LeTourneau, finance resource partner at Court Square Capital Partners, and Steve Siwinski, senior finance leader at Accel-KKR, join host Todd Kinney to discuss why PE CFOs need a “money-making gene” and “love of controlled chaos.” Tune in to hear their insights on: Talent challenges: How the current labor market headwinds play into fund and portfolio strategies, and what solutions they’re deploying The first 100 days: What’s most ...
May 02, 2023•48 min•Season 1Ep. 39
On BDO’s new Private Equity PErspectives podcast episode, Patrick Whitehead, Executive Director at Morgan Stanley Capital Partners, and Katie Lankalis, Vice President at LLR partners, speak to host Todd Kinney about: Private credit: Why we’ve seen growth in the private credit market and where it’s headed next Due diligence: How due diligence timelines continue to evolve, following a few extremely high-pressure years Creative deal structures: Why minority investments and all-equity deals are gett...
Mar 07, 2023•40 min•Season 1Ep. 38
On BDO’s new Private Equity PErspectives podcast episode, Matt Smith, Principal at Graycliff Partners, and Dave Affinito, Partner at Victor Capital Partners, speak to host Todd Kinney about: Deal origination: Why “hustle ensures consistency and consistency ensures quality” Supply chain: The importance of diversifying suppliers to build resilience Regulatory oversight: How partnerships can respond to increased tax reporting scrutiny by deploying technology solutions Planning an exit: What questio...
Dec 20, 2022•31 min•Season 1Ep. 37
On the latest episode of BDO’s Private Equity PErspectives podcast, host Todd Kinney speaks with Justin Wender, Managing Partner at Stella Point Capital, and Rob Bosco, Managing Director of Stone-Goff Partners on how a recession could impact private equity and what they’re seeing in the GP-led secondaries market. Listen to the podcast to learn: Why valuations for private equity, especially in the middle market, are not seeing the same declines as valuations in the public markets Why we are seein...
Nov 23, 2022•29 min•Season 1Ep. 36
On the latest episode of BDO’s Private Equity PErspectives podcast, host Todd Kinney speaks with Alice Birnbaum, Head of Business Development at BBH Capital Partners and Stephen Connor, Head of Business Development at Hamilton Robinson Capital Partners. Alice and Stephen discuss their firm’s approach to deal origination and how their investment strategies differ for their different focus industries. Listen to the podcast to learn: Strategies for targeting deals with owner-operated and family-own...
Sep 15, 2022•30 min•Season 1Ep. 35
On the latest episode of BDO’s Private Equity PErspectives podcast , we explore findings from the 2022 Private Capital Pulse Survey , which surveyed 200 fund managers on their plans for creating value, closing deals and pursuing ESG. Todd Kinney speaks with Jeremy Holland, managing partner, origination, at the Riverside Company and Matt Segal, national partner for private equity assurance at BDO. Matt, Jeremy and Todd discuss: • Why exit planning needs to start sooner than you think, given econo...
Jul 13, 2022•30 min•Season 1Ep. 34
In today’s competitive deal environment, building deep and niche expertise has helped one fund manager succeed, while another – who is just starting up a new firm – has found early wins by building on his industry knowledge, tapping his network and taking on a “jack of all trades” role. In the latest episode of BDO’s Private Equity PErspectives podcast, Todd Kinney speaks with Zeena Rao, managing director at ICV partners, and Kevin Feinblum, founder and partner at AOS Capital, about: Why targeti...
May 19, 2022•27 min•Season 1Ep. 33
Is ESG impacting company valuations? And can a strong ESG rating lead to improved long-term performance? Hear two different perspectives on the latest episode of BDO’s PErspectives podcast. In BDO’s latest PErspectives podcast, Todd Kinney speaks with Saba Ahmad, partner and COO at Turning Rock Partners and Michael Carter, founder and managing partner at Carter Morse & Goodrich about how PE firms can attract companies, the role banks play in guiding companies to a PE firm, the expected impac...
Apr 13, 2022•28 min•Season 1Ep. 32
In BDO’s latest PErspectives podcast, Todd Kinney speaks with Dan Lory, principal at SK Capital Partners, and Steve Hunter, managing director at TM Capital, about the shifting lifecycle, inflation, deal disruptors, workforce challenges and ESG — the trends and forces defining private equity M&A in 2022. Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a ...
Feb 22, 2022•46 min•Season 1Ep. 31
In the newest episode of BDO’s Private Equity PErspectives Podcast, hear how PE firms are actually changing their approach. BDO’s Emily Halpern speaks with Mina Pacheco-Nazemi, managing director and co-head of funds & co-investments at Barings Alternative Investments and Karen Baum, Partner and National Market Leader for BDO Advisory Services about the four trends defining private equity ESG integration. They also talk about how emerging managers can support diverse talent and how fund manag...
Jan 05, 2022•33 min•Season 1Ep. 30
Private equity is getting more aggressive when it comes to deal making, thanks to the ever-competitive deal market. How is that changing tactics, both during and after acquisition? In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney speaks with Scott Hendon, BDO’s national and global leader of private equity, and Bob Snape, president of BDO Capital Advisors, to unpack what 200 fund managers said in BDO’s Fall 2021 Private Capital Pulse Survey. Investment banking produ...
Dec 08, 2021•30 min•Season 1Ep. 29
Infrastructure investing has positioned itself as one of private equity’s hottest asset classes—and the opportunities in this environment are just starting to heat up. Private equity firms are playing a critical role in providing funding to rebuild the nation’s infrastructure—how should firms prepare for anticipated regulatory changes in this space? In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Andrew Schwartz, director at Stifel Financial, and Aaron ...
Jul 22, 2021•36 min•Season 1Ep. 28
In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Don Ritucci, managing director and head of healthcare at Oppenheimer and Co., and Jon Santemma, co-founder and general partner at Regal Healthcare Capital Partners, about healthcare M&A activity in the wake of COVID-19. During the episode’s Coffee Break, Steven Shill, partner and National Leader of BDO’s Center for Healthcare Excellence and Innovation, how healthcare organizations can properly position...
Apr 29, 2021•30 min•Season 1Ep. 27
Building relationships has always been an integral part of deal making. The pandemic has made relationship-building much harder and yet, the outlook for deal activity in 2021—driven in part by founder-sellers and the expectation for a capital gains tax increase—is strong. How do firms plan to capture new deals? In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Ken Grider, managing director and head of business development at Raymond James, and Luis Zaldiv...
Mar 11, 2021•29 min•Season 1Ep. 26
Private equity is hustling to get deals done before year-end, and in some cases, that means condensing the timeline. In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Daniel Schwartz, principal at CIP Capital, and Adam Gross, managing director at JEGI, about varying deal structures to help companies close deals by December 31. During the episode’s Coffee Break, Mike Stevenson, Partner and National Leader of BDO’s Accounting and Reporting Advisory Services...
Dec 16, 2020•37 min•Season 1Ep. 25
Private equity professionals are seeing shifts in their approaches to sourcing deals as more activity is picking up. In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Dan Ryan, Managing Director and Head of Business Development at MidOcean Partners, and John Lenahan, Partner at Wincove Private Holdings, about the latest trends in capital deployment, as well as the PE industry’s cautiously optimistic outlook for 2021. During the Coffee Break segment, Micha...
Nov 23, 2020•25 min•Season 1Ep. 24
