Krista Morgan is the General Partner at Stage, a majority female-led private equity fund focused on acquiring controlling interests in companies undergoing a change in capital structure, strategy, operations, or growth. What You'll Learn How VC firms take over firms and lead them to growth What it's like to work in a female-led investment firm Why most start-ups fail The publicity and business that comes with winning awards Breakdown [00:50] Getting to Know Krista Morgan [03:05] Common Mistakes ...
May 30, 2022•33 min
Today we welcome Steffen Pauls, who is the Founder, CEO, and Chairman of Moonfare. Previously, Steffen was KKR's Managing Director and Country Head in Germany. At present, Moonfare is an award-winning digital platform that enables individuals to invest in top-tier private equity funds. What You’ll Learn Changes in the PE industry mindset over the years Steffen's time at KKR How Moonfare makes individual investing possible Moonfare's due diligence process Breakdown [01:00] Getting to know Steffen...
May 16, 2022•40 min
Today we welcome Andrea Petrone who is a strategic advisor to C-level executives. Having been a senior executive himself, Andrea brings his experience and expertise to help leaders become more effective. He also shares his insights on his podcast, “The World Class Leaders Show” What You’ll Learn How to assess leaders The traits all CEOs should have Talent selection tools and tips Building trust between teams after acquisition Breakdown [00:54] Getting to know Andrea Petrone [02:29] Common mistak...
May 02, 2022•32 min
On this episode, we welcome Nevin Raj, Co-Founder and COO of Grata. What You’ll Learn Driving the pipeline of proprietary deal flow Investment trends and opportunities Venture funding Grata’s success What makes a top performer Breakdown [00:45] Introducing Nevin [02:04] Common mistakes by PE firms [05:50] What PE firms should do to drive pipeline of proprietary deal flow [07:56] Investment trends and opportunities [10:19] The funding route and venture funding [13:53] Grata’s success [16:30] Attr...
Apr 18, 2022•26 min
Todd Cipperman is the founding principal of Cipperman Compliance Services. They help advisers, broker-dealers, and funds protect their franchises against regulatory risk through the development, implementation, and operation of customized compliance programs. What You’ll Learn: How PE firms can stay on top of compliance challenges Looming compliance regulations around the world The compliance burden plaguing private equity Protection against the questionable actions from portfolio companies Brea...
Apr 04, 2022•33 min
Trevor Ewen is the CEO of Southport Technology Group and the Managing Partner at Southport Ventures, an acquisition fund focused on buying profitable, mission-critical, B2B SaaS businesses. What You'll Learn: Why Private Equity is Buying Up Software Companies Why Private Equity Demands A Lot of Patience How the Top PE Firms Avoid Bidding Wars Insights Into The Lucrative SaaS Business Model Breakdown [00:45] Getting to Know Trevor Ewen [02:09] Common Mistakes by PE Firms and Portfolio Companies [...
Mar 22, 2022•25 min
Teresa Farmaki is the Managing Partner & Co-Founder at Astarte Capital Partners, an asset management firm focused on sustainable real asset sectors. She is also the former Managing Director at Signia Wealth Limited. What You’ll Learn: What are Real Assets and How Can You Invest In Them Why PE Experts Need to Start Thinking Outside the Box How to Tackle Investment Decisions From a Practical Perspective Why Diversity is Crucial for Investment Success Women Empowerment in Private Equity Breakdo...
Mar 08, 2022•35 min
In this episode, we welcome Jun Hong Heng, the Founder and Chief Investment Officer of Crescent Cove Advisors, LP, a technology investment firm focused on working with founders and management teams to build the iconic companies of tomorrow. He is also the Chairman and Chief Executive Officer of COVA Acquisition Corp. What You'll Learn Trends shaping the future of autotech Why autotech startups are hot targets for private equity firms How the top private equity firms attract the best talent Board...
Feb 22, 2022•26 min
Today’s Guest Today we welcome Sean Mooney founder and CEO of BluWave. Sean has worked in the private equity industry for more than 20 years. He was a partner at SFW Capital Partners and has served on the board of directors of several companies. Now at BluWave, his passion lies in connecting private equity funds with expert service providers to help businesses succeed. What You’ll Learn A veteran PE investor’s insights about the industry Origins of BluWave and how their service works Better comm...
Feb 08, 2022•33 min
Today's Guest In this episode, we welcome Jimmy Vaiopoulos, the Chief Financial Officer at Stack Capital, an investment holdings company that makes it possible for any investor to participate in the growth of some of the world's most innovative private businesses. What You'll Learn How to invest without being an accredited investor Private Equity investing for all types of investors The primary building blocks of a successful PE firm What most PE firms should improve on The definition of a non-a...
Jan 25, 2022•22 min
Today’s Guest On this episode, we welcome Mario Nigro, Partner at Stikeman Elliott LLP, and Blake, Cassels & Graydon LLP. What You’ll Learn What PE firms should improve on Most impressive M&A Processes Proprietary Base VS M&A Advisor and Investment Banker How to be a top performer Diversity in private equity firms Breakdown [00:28] Introducing Mario [01:43] Common mistakes by PE firms [05:54] What PE Firms Should Improve On [09:17] Impressive M&A Processes [13:15] Deals Between P...
Jan 11, 2022•37 min
Today we welcome Dr. Ola Brown, founder of Flying Doctors Healthcare Investment Company, a healthcare investment firm focused on investing in healthcare service companies in Africa. What You’ll Learn How Dr. Ola got into the financial investments industry FinTech in Investing Ensuring successful investments Results and improvements made from investing in healthcare services Breakdown [00:49] Introducing Dr. Ola [01:18] Common mistakes by PE firms and portfolio companies [03:28] Transition from D...
Dec 28, 2021•23 min
Today we welcome Kevin Flick who is ISC Manufacturing’s Chief Financial Officer. He has acquired and transformed 4 PE-backed companies and has led 3 successful IPOs. Kevin’s broad perspective has allowed him to grow businesses and teams, having been a vice president, due diligence advisor, board member, financial analyst, and investment analyst earlier in his career. What You’ll Learn Open communication in PE backed companies Private VS Public Equity How Canacol Energy became the leading natural...
Dec 14, 2021•29 min
Today’s Guest Today we welcome Alexander Leigh, who is the Senior Investment Executive at the Development Bank of Wales. He has an extensive background in tech investing, having closed 23 deals for both venture capital and private equity over the course of his career. What You’ll Learn The nuances between private equity and venture capital Advantages of a specialist over a generalist investor Emerging fields and investment trends in the tech industry Breakdown [00:46] Getting to know Alexander L...
Nov 30, 2021•32 min
Today’s Guest Today we welcome Sandy Damm who was the previous managing director of Sontay. He recently published a new book called SME Globalisation that details how and why businesses can benefit from going international. What You’ll Learn Why globalisation is for all business sizes Implementation of a globalisation strategy Cost efficient international operations Breakdown [00:45] Getting to know Sandy Damm [01:56] Common mistake by PE firms and portfolio companies [03:21] Why Sandy wrote SME...
Nov 16, 2021•20 min
Today we welcome Antoine Sage who was the founding and managing partner of FnB Private Equity. Currently, he is the founder of PE Cube, a SaaS solution company for PE firms. He is also a lecturer at INSEAD and draws on his 20 years of experience in private equity to give back to students. What You’ll Learn PE Cube as a SaaS for private equity Building better relationships with LPs and portfolio companies How Antoine’s experiences at the academe influences his practice Tips and advice for startin...
Nov 02, 2021•30 min
Today we welcome Daniele D'Alvia, the CEO and Founder of SPAC’s Consultancy - the global expert on special purpose acquisition companies. Since 2014, Daniele has been publishing papers and editorial pieces on the topic. He authored Mergers, Acquisitions, and International Financial Regulation, the first book on SPACs. Additionally, he is also a teaching fellow at Queen Mary University of London. What You’ll Learn Defining SPACs How SPACs are affecting private equity New investment opportunities ...
Oct 18, 2021•15 min
Today’s Guest Today we welcome Rich Ashton, a managing partner of First Party Capital, a new operator-led venture firm focused on investments in start-ups, advertising and marketing technology (AdTech and MarTech), digital media, and data with focus on Europe and APAC. What You’ll Learn The European Regulation’s impact on tech companies How the pandemic affected creating the company Advice in setting up Venture Capitalist Firms Choosing to speak between founders and investors Breakdown [00:22] G...
Oct 04, 2021•26 min
Today we welcome back returning guest Adam Coffey after his last episode became the most downloaded Private Equity episode. Adam is a Chief Executive of CoolSys and author of “The Private Equity Playbook: Management's Guide to Working with Private Equity” as well as an upcoming book “The Exit Strategy Playbook”. What You’ll Learn What kind of advisors to look for When to seek advisors How to be an effective entrepreneur and salesperson The importance of transparency and creating a buyer universe...
Sep 20, 2021•56 min
*The information contained herein is provided for informational and discussion purposes only and is not an offer to sell or a solicitation of an offer to buy an interest.* Today’s Guest Today we welcome Christen Paras who is MiddleGround Capital’s managing director of business development and investor relations. With a hands-on operational expertise, MiddleGround Capital invests in B2B companies in the industrials and specialty distribution sector that are in the lower middle markets. What You’l...
Sep 06, 2021•41 min
Today’s Guest Today we welcome Bethany Gorham, Senior Vice President at Orion Energy Partners, where she has recently formed the IDEA group (Investment Development, Engagement, and Accountability). Orion is an investment firm that offers creative investment and equity solutions to middle-market infrastructure companies that are primarily focused on environmental innovation and driving sustainable finance forward. Before Orion, Bethany worked in impact investing and data and analytics in sustaina...
Aug 23, 2021•23 min
Today’s Guest Today we welcome Leon Brujis who is a partner at Palladium Equity Partners. The firm was founded in 1997 and has invested over $2.8 billion of capital across different industries like retail, food, transportation and logistics, business services and media. Palladium Equity Partners’ investment focus is on founder and family-owned businesses that benefit from America’s growing Hispanic market. What You’ll Learn The effect of biases on investing decisions and deals Leon’s experience ...
Aug 09, 2021•21 min
Today’s Guest Today we welcome Jon Ostenson CEO of FranBridge Consulting & Capital (FBC). As the former president of an Inc. 500 franchise system and a multi-brand franchisee himself, Jon is an expert in non-food franchise industries. At FBC, he educates clients and introduces them to franchising investment opportunities. What You’ll Learn Investing opportunities in the franchise industry Rise of non-food and non-retail franchises Franchisee VS franchisor level of investment Challenges in fr...
Jul 26, 2021•22 min
Today’s Guest Today we welcome James Lee who is a partner at Proskauer Rose’s private equity/M&A group. He advises private equity firms, venture capital funds, and portfolio companies on a variety of transactions such as mergers and acquisitions, leveraged buyouts, and PE and VC investments to name a few. From 2015 to 2018, James has been nominated and has received several M&A Advisor Awards for his exceptional legal counsel. What You’ll Learn Smoother deal process through transparent co...
Jul 12, 2021•1 hr 2 min
Today’s Guest Today we welcome Nancy Barnes, a freelance human resources professional who works with several businesses inside a private equity portfolio. In her 18 years of talent management, she has helped transform international companies by making strategic HR changes to drive business growth. What You’ll Learn The importance of transparent communication How to avoid panic hiring Strategic approach to human resource management Creating a social engagement team What characteristics to look fo...
Jun 28, 2021•32 min
Today’s Guest Today we welcome Anthony DeCandido who is a financial services partner at RSM, the leading provider of audit, tax, and consulting services to the middle market. He also serves as RSM’s main advisor for environmental, social, and governance (ESG) practices. With his industry expertise, Anthony helps companies adapt ESG strategies so they can achieve better business results. What You’ll Learn Importance of ESG in private equity How to implement ESG strategies in the company Essential...
Jun 14, 2021•28 min
Today’s Guest Today we welcome Dan Shockley, Managing Director and Co-Founder of LFM Capital. Dan has over two decades of experience in management leadership and operations. He has held managerial positions at American Axle, Caterpillar, and Amazon before entering private equity. LFM Capital is a PE firm that invests in lower to middle market manufacturing companies and industrial service businesses. They help businesses develop world-class operations which increases long term value for all stak...
May 31, 2021•38 min
Today's Guest Today we welcome Kjael Skaalerud, the Chief Revenue Officer in Altvia, a market-leading provider for CRM and investor & deal management systems built explicitly for Private Equity Firms. He is also the founder of Skaling Ventures and believes businesses blend art and science to create and capture value. What You'll Learn How data is taking over the Private Equity and Venture Capitals space Two well-known ways companies grow their revenue Why Private Equity Firms are not at the ...
May 17, 2021•48 min
Today’s Guest Today we welcome Reynir Indahl, Founder and Managing Partner of Summa Equity, a company solely dedicated to impact investing in companies that seek to solve global challenges. He enjoys everything from being part of the deal to driving performance and also hosts the Corporate Unplugged podcast. What You’ll Learn How the Private Equity Space has evolved over time The benefits of niching down your business Why sustainability is the new driver for value creation Role of purpose in bus...
May 03, 2021•40 min
Today’s Guest Today we welcome Oliver Gottschalg founder and head researcher of PERACS, the leading private equity analytics provider. Oliver also serves as an associate professor at HEC Paris and as academic dean of the TRIUM Global Executive MBA. Combining all of his research and work experience in private equity, Oliver has been in the field for 20 years now. What You’ll Learn How PERACS deals with both GPs and LPs Challenges in acquiring private equity data How PE firms can identify their US...
Apr 19, 2021•42 min
