Introducing Jay Goldman Jay Goldman is the Co-Founder and CEO of Sensei Labs, a Conductor used by the world's top organizations to orchestrate their most critical transformations. Jay and his team enable project management, collaboration, data tracking, and knowledge management that modern organizations need to be successful. What You Will Learn Sources of Value Creation in Private Equity The Accelerated Use of Technology in PE Firms People Strategies and the Future of Work Breakdown [00:45] Get...
Jun 19, 2023•51 min
Introducing Jim Roth Jim Roth is the Founder and CEO of Zamo Capital, Europe’s first specialist investor in impact, private equity, and venture capital firms. Founded in early 2018, Zamo invests in impact managers, providing capital, expertise, and an established network of investors to help raise new capital. Jim’s ability to identify and develop untapped market opportunities previously led to their co-founding LeapFrog Investments in 2007, a world-leading private equity manager that was ranked...
Jun 05, 2023•24 min
Introducing Pari Natarajan Pari Natarajan is the CEO of Zinnov LLC, a leading Management Consulting firm that helps organizations globalize their businesses, tackle organizational challenges & build institutional capability. Pari and his team assist technology companies in improving their engineering efficiency and innovation capabilities through the effective use of globalization. He also works with large enterprises to help them build their internal technology organization and transform th...
May 23, 2023•27 min
Matthew Carr is the Co-Founder and Head of Research & Technology at Atum Cell - a firm that provides leading-edge cybersecurity software, hardware, and services for companies and government agencies in North America and Europe. He is an award-winning cybersecurity researcher and penetration tester specializing in cyber threat management. He held senior positions in security at IKEA, IBM, and SecureLink, where he built a strong base of real-world experience. What You Will Learn The Rising Num...
May 08, 2023•27 min
Introduction to Stephen Stephen Madsen was the Director of Business Development & Capital Markets at Monomoy Capital Partners, a private investment firm with over $2.7 billion in assets under management. Monomoy invests in the equity and debt of manufacturing and distribution businesses that can benefit from operational and financial improvement. Stephen specializes in mergers & acquisitions, deal sourcing, private equity relationship management, and B2B relationship management. What You...
Apr 24, 2023•43 min
Introducing Chris Ayala Christopher Ayala is the Managing Director of Drum Capital Management, a specialized investment management firm dedicated to deep value, lower middle market investment opportunities, including special situations, turnaround, and restructuring strategies. Chris and his team have invested over $1.3B in an array of direct equity positions, co-investments in operating businesses, and fund investments in high-quality, sector-focused private equity funds. What You Will Learn Ti...
Apr 10, 2023•24 min
Introduction to Tim Tim O’Reilly is the Founding Chief Financial Officer of Frontier Service Partners and is a well known transformational leader in the sphere of trade and private equity organizations. Tim has served to help organizations set themselves up for long-term growth, becoming a beacon for companies to adapt to their respective markets. Aside from his multiple leadership roles across the industry, Tim also has a background for taking his MBA and Accounting undergrad course at the Univ...
Mar 27, 2023•49 min
Introducing Salvatore M. Buscemi Salvatore M. Buscemi is the CEO and co-founder of Dandrew Partners - a private family investment office that has managed money successfully for almost 20 years by creating multiple portfolios on various cross-asset platforms. Sal is a frequent speaker and guest lecturer on real estate finance at professional symposia. He has written numerous books and articles on real estate and private equity finance in various publications, including Investor's Business Daily a...
Mar 21, 2023•37 min
Introduction to Jason Jason Glende is an executive sales professional who’s led multiple commercial organizations to success. Jason came from a background in engineering and decided to take on a career in sales and private equity. He shares his story and how his success in the PE industry flourished since his career shift. What You Will Learn Jason’s Interest in the PE-backed World How to Transition to PE Industry Keys to Long-Term Success in PE Defining A Good Team Culture Breakdown [00:28] Int...
Mar 14, 2023•28 min
Introduction to Chris Chris is the Co-Founder and Managing Partner of L5 Capital Partners. L5 Capital Partners is a business equity firm that invests in consumer businesses. These include, communications, lifestyle, and health. Chris, for the longest time has been in the operations side of organizations, and now he sheds light on how he migrated from ops to the investor side of his career. What You Will Learn Consumer Space Transitioning from Operations to Investor Quality Hiring Process in PE B...
Feb 28, 2023•40 min
Introduction to Eric Eric Anderson is the Chief Operating Officer of Clearwave Corporation and has been the COO since 2010. Eric’s experience stems from his undergraduate degree in accounting and then an e-commerce program in Stanford. Since his education, he’s worked with startups and Fortune 500 companies. His primary industry work revolves around technology and now healthcare What You Will Learn Investing in Healthcare PE Investment in Healthcare Capital and Company Growth Importance of Knowl...
Feb 14, 2023•40 min
Introduction to John John Gallagher is the CEO of Element SaaS Finance. John has been a finance professional for some time now and has worked in different industries including the private equity sector. He has a track record of working with different equity firms, but mostly building his element finance. What You Will Learn PE Firms: A more customer-centric approach The SAAS (Software) Industry Building Customer Relationships Firm Growth Management Different Types of Venture Debt Breakdown [00:2...
Jan 31, 2023•25 min
Introduction to Michael Michael Tang is an experienced chief financial officer, in the Healthcare sector. He has more than 20 years of operational finance experience, particularly in the healthcare arena. He’s worked with PE-backed Fortune 500 companies and non-profit integrated healthcare systems. What You Will Learn Balancing margins of PE-backed firms The Healthcare Sector How to Solidify the Healthcare Industry M and A Breakdown [00:28] Introduction to Michael [01:23] Mistakes of PE Firms an...
Jan 17, 2023•22 min
Introduction to Alexander: Alexander is a partner at the Sciens Water. Alexander has dedicated his recent work to investing in water infrastructure, through private equity investments. He has worked in multiple sectors such as investment banking, led a start up, and went to business school as well. What You Will Learn The Water Infrastructure Industry Investing in Water Infrastructure Firms Associated with Water Specialization and Interdisciplinary Approaches Breakdown: [00:28] Introduction of A...
Jan 03, 2023•31 min
Introduction to Eric: Eric Stewart is the Interim Chief Commercial Officer of IsoPlexis. He started his career in product and process development and later transitioned to private equity. He’s managed worldwide remits and has done some work in marketing and sales. Eric has also been serving as a board member of the Georgia Tech Business Network. What You Will Learn: Driving ROI for PE-Backed Companies Setting Goals with PE-Backed Firms How Low-Medium Markets can Utilize PE Firms Points to Consid...
Dec 20, 2022•38 min
Introduction to Jeff: Jeff Gonyo is the Managing Director of Geneva Glen Capital and has been associated with the firm since 2008. He is very passionate about the Private Equity Industry and has been in the sector for around 32 years. Jeff’s been on a pursuit to help rising companies generate more value by adding operating executives and domain expertise. What You Will Learn Deal-by-Deal Equity Investments Utilizing the Operating Executive Model Generating Networks How to Strategize for Propriet...
Dec 13, 2022•31 min
Introducing Matt Matt is the Head of Practice for digital and e-commerce as well as strategy at Nimble Gravity. He started at operations, and now over the last 2 decades, he has slowly transitioned to be acquainted with the digital side and now covers the world of e-commerce. He’s been in other digital-related fields such as telecommunications and mobile ad tech space. What You Will Learn - Decision-making for PE Firms - Utilizing different tools to analyze e-commerce data trends - How due dilig...
Nov 29, 2022•32 min
Introduction to Isabella: Isabella Calderon Hoyos is currently the Vice President of Strategy and Transactions at the OMMAX digital solutions company. Prior to joining OMMAX, she spent 9 years in PwC Deutschland, where she worked from senior associate to senior management throughout her stay. She was also an Associate at Roland Berger in Munich, Germany. What You Will Learn Digitalization of PE Firms Promoting Diversity in Firms and Organizations Benefits of Diverse Teams Part-Time Work inside P...
Nov 15, 2022•26 min
Introduction to Jim: Currently the Chief Financial Officer at Wales-Darby, Jim has been in the financial field for more than 30 years. For the majority of his career, Jim has been involved in the fields of manufacturing, construction, and distribution. He has also worked with public, private, and family-owned businesses. What You Will Learn Portfolio Companies Acquiring Manufacturing Firms Learning About How Manufacturing Works Difference between PE Backed Businesses and Family-Owned Organizatio...
Nov 01, 2022•19 min
Introduction to Ferdi Founder and CEO of Asset Class, which focuses on the Private Equity and Venture Capital Sector. The company is dedicated to providing softwares for companies to handle the investment lifecycle management process. What You will Learn Integration of Software Systems in Firms Importance of Using Technological Processes in Firms The Attitude and Characteristics For the Industry Breakdown [00:41] Introduction of Ferdi [02:06] Mistakes and Solutions for Private Equity Firms [03:3...
Oct 18, 2022•37 min
Today’s Guest On this episode, we welcome Alan Goldfarb. Founder and managing partner of Orangewood Partners. What You’ll Learn Structure and ways of working of large equity firms Qualities of smaller firms and their organizational structures Private equity professionals and portfolio executives What makes a top performer in the private equity industry Breakdown [00:24] Introducing Alan [05:00] Common mistakes by PE firms [10:10] Working in large equity forms [14:16] Large and small firms [18:01...
Oct 03, 2022•35 min
Today’s Guest Today’s guest is Joseph F. Coughlin, CEO and founder of CRS Limited. What You’ll Learn Litigation in PE firms Complexity of risk Breakdown [00:22] Introducing Joe [03:34] Common mistakes by PE firms [08:31] What PE firms overlook [12:30] Attributes of a top performer [18:45] Likes and dislikes in the PE industry [22:39] Risk aspect in diverse portfolios [27:28] Joe’s book influences [32:49] Where to find Joe Complexity of risk in diverse portfolios Cyber has taken the world by stor...
Sep 19, 2022•33 min
Today’s Guest On this episode, we welcome Brad Nathan, founder and president of Toronto-based PE firm Lynx Equity. What You’ll Learn The buy and hold strategy Returns models Investor relations Breakdown [00:22] Introducing Brad [02:11] Common mistakes by PE firms [03:35] Buy and Hold Strategy [14:10] Insight on Lynx’s Success [17:13] Adopting a Different Returns Model [21:11] Investor Relations Process [27:12] Lynx’s Humble Approach [31:37] What Makes a Top Performer [35:29] Brad’s Influences [3...
Sep 05, 2022•36 min
Today’s Guest Today’s guest is Rami Cassis, founder of Parabellum Investments based in London. What You’ll Learn Diversification in PE High growth and high-risk sectors Current economic climate Breakdown [00:22] Introducing Rami [02:41] Common mistakes by PE firms [05:57] Diversity and diversification in PE [08:32] Rami’s buy and sell PE model [12:31] High growth and high potential sectors [17:23] Economic climate of at-risk sectors [19:45] What makes a top performer [25:37] What Rami likes and ...
Aug 24, 2022•34 min
Nick Antoine is the Co-Founder, Co-CEO and Managing Partner at Red Arts Capital, where he leads fundraising, research and thesis development. Before forming Red Arts in 2015, Nick served as Special Assistant to the Chairman and Chief Executive Officer of Ariel Investments, a $13 billion asset management firm. What You’ll Learn: Deal flow processes within a narrow niche How PE firms can differentiate themselves in a crowded market Understanding competitive edge in private equity How PE firms stri...
Aug 08, 2022•18 min
Introduction of Jeff Gendel Jeff Gendel is the Principal for Business Development at Gen II Fund Services, LLC, a private equity fund administrator that caters to $850B+ of private capital. Jeff oversees the firm, which offers a unique platform of resources that enables clients to manage their operational infrastructure, financial reporting and investor communications. What You Will Learn The significance of the Operational Team in PE firms Perception of Fundraising and Human Capital Challenges ...
Jul 25, 2022•33 min
Ewan Mackinnon is a Partner for Maven Capital Partners, a VCT, Private Equity and Property Fund Manager that provides funding to growth-focused UK SMEs and tax-efficient investment opportunities for investors What You will Learn How to correct common mistakes made by PE firms and portfolio companies How Maven Capital Partners drive value creation How the UK CPT works for Maven Educational resources for industry awareness Breakdown [00:51] Getting to know Ewan Mackinnon [04:13] One mistake PE fir...
Jul 11, 2022•26 min
Paul Doyle is the Managing Partner at Blackford Capital, a Private Equity firm in Grand Rapids, Michigan, which makes majority control investments in founder and family-owned, lower middle market manufacturing, industrial and distribution companies. What You Will Learn Process PE firms can adopt to achieve specific objectives Internal relations to build morale and improve working environments Literatures on proper leadership and management Other resource materials utilized for industry informati...
Jun 27, 2022•43 min
Nevin Raj is the Chief Operating Officer and Co-Founder of Grata, a B2B search engine for discovering small to middle-market private companies. At Grata, Nevin is responsible for leading operations of the business, from sales and marketing to customer success and product initiatives. What You'll Learn: How PE firms are preparing for the impending recession Predictions for Private Equity investing 2022 and beyond Key identifiers for an impending recession How PE investment strategies have evolved...
Jun 20, 2022•19 min
Today we welcome Matthew Frankel, the Managing Partner at Levine Leichtman Capital Partners (LLCP). Over the course of four decades, LLCP has differentiated itself through its successful structured private equity investment strategy across the United States and Europe. What You’ll Learn Structured private equity investments Equity ownership of management teams How LLCP expanded globally Relationship building between investor and portfolio companies Breakdown [00:48] Getting to know Matthew Frank...
Jun 13, 2022•31 min
