Private equity insights from Charlie Gifford, a senior partner at New Heritage Partner, in this episode relate to how PE firms can differentiate themselves from the competitors to win more often. Charlie speaks to BluWave Founder and CEO, Sean Mooney, about the following topics: 1:45 Charlie's background 7:00 Why did he get into private equity 9:02 How private equity reacts to change 13:22 The evolution of the private IPO 15:29 How New Heritage stands out to portcos 20:55 The future of private e...
Mar 28, 2023•41 min•Ep 14•Transcript available on Metacast The Silicon Valley Bank and Signature Bank collapses of March 2023 are top of mind for many investors and business leaders. In this episode, Sean Mooney explains what happened and how if affects the private equity industry. Additionally, Sean predicts how private equity will react to the crisis and gives advice on how to turn the situation into an opportunity for growth, rather than a setback. For more info, go to http://bit.ly/40hZQH2 0:52 What happened on the weekend of March 18, 2023 2:28 Wha...
Mar 22, 2023•17 min•Ep 15•Transcript available on Metacast Doug Horn and Mohit Kansal from Clairvest, a private equity firm based out of Toronto, join the Karma School of Business podcast to discuss: 0:42 Clairvest's history and focus 3:27 How Clairvest works to collaborate with entrepreneurs 5:43 Valuable traits that Clairvest considers before making investments 8:17 Mohit's approach to high-stress times 11:52 Advice to business owners on how to tackle economic uncertainty 16:55 Doug's predictions for the PE industry in the near future 22:40 Clairvest'...
Mar 01, 2023•32 min•Ep 13•Transcript available on Metacast In this episode, host Sean Mooney chats with Demetrios Dounis, a partner at Heartwood Partners, to discuss his path to private equity, and his unique approach to business building. 0:55 Demetrios' path to private equity 3:04 Demetrios' upbringing 4:39 What to look for in a prospective investment 8:44 Lessons to learn from change 12:24 How Heartwood approaches value creation 16:32 How business leaders can find the right private equity partner 20:30 Demetrios' advice to business leaders starting t...
Feb 21, 2023•31 min•Ep 12•Transcript available on Metacast Host Sean Mooney sits down with Marshall Phelps, a Managing Director at MidOcean Partners, to discuss his unique path to the private equity industry. Marshall also provides insight on value creation as it relates to business growth. 1:40 Marshall's story 7:27 Investment banking to PE 13:46 Unique perspective on driving value 18:52 How do PE Firms standout in the M&A process 23:05 A seller's perspective on IOI & LOIs 25:25 Biggest opportunities in the investment world 30:11 Marshall's book recomm...
Feb 13, 2023•38 min•Ep 11•Transcript available on Metacast In this episode, Sean Mooney shares an update on 2022 private equity activity from BluWave's proprietary data. Learn the top takeaways on due diligence trends and value creation focuses from over 500 private equity firms in 2022. 1:14 - Private Equity does best when times are worst 2:04 - Due Diligence and Value Creation mix 3:35 - Functional area focus: Human Capital 5:45 - Functional area focus: Strategy 8:06 - Functional area focus: Operations 8:53 - Functional area focus: Technology 10:26 - ...
Jan 25, 2023•13 min•Ep 10•Transcript available on Metacast In this episode, BluWave founder and CEO, Sean Mooney shares data-backed private equity predictions for 2023 including: The 2023 economy (0:57) The VC bubble is going to burst (5:30) In-person work will make a return (7:20) Brands will be become evermore important in PE (10:14) The rise of AI and analytics in mainstream business (11:45) To learn more, visit: https://bit.ly/3CfZxmZ...
Jan 04, 2023•14 min•Transcript available on Metacast It was in 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....
Dec 12, 2022•11 min•Ep 8•Transcript available on Metacast In this episode, host Sean Mooney shares an update on Q3 private equity activity from BluWave's proprietary data. Learn the top takeaways on due diligence trends and informed value creation focuses from over 500 top private equity firms in Q3. To learn more, visit: https://bit.ly/3CfZxmZ
Nov 07, 2022•15 min•Ep 7•Transcript available on Metacast ParkerGale's Partner, Devin Mathews, joins host Sean Mooney to discuss the value of culture, the importance of mental health, the economy's impact on fundraising, tips to weather the economic storm, the benefits of being yourself and more. To learn more, visit: https://bit.ly/3CfZxmZ
Oct 18, 2022•1 hr 2 min•Ep 6•Transcript available on Metacast Brian Bank, Strategy and Client Relations, Investment Funds at Kirkland & Ellis, joins host Sean mooney to discuss what LPs are looking for, investment trends and other things every GP should know. To learn more, visit: https://bit.ly/3CfZxmZ
Oct 13, 2022•51 min•Ep 5•Transcript available on Metacast In this episode, BluWave Founder and CEO, Sean Mooney, describes the importance of a great CFO for both PE-backed companies and independent companies alike. Hear the benefits that a PE-grade CFO can have on your organization.
Sep 20, 2022•14 min•Ep 4•Transcript available on Metacast Host Sean Mooney sits down with HCI Equity Partners Co-Founder and Managing Partner, Doug McCormick, to discuss building world-class teams, how to scale your leadership along with your business and company culture, how HCI Equity Partners helps entrepreneurs realize their vision, and more. At the end of the day, good values and work ethic win. To learn more, visit: https://bit.ly/3CfZxmZ
Aug 22, 2022•42 min•Ep 4•Transcript available on Metacast In 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 share...
Aug 19, 2022•12 min•Ep 3•Transcript available on Metacast Host Sean Mooney shares what the Karma School of Business means and how he developed this philosophy over the years. He learned that if you make life simple, it becomes simpler. Sean explains why and how this approach yields the highest percentage chance of long-term success in his experience. Whether you're in private equity, or a company that's PE-owned, private or public, this is for you. To learn more, visit: https://bit.ly/3AwuFgV...
Aug 19, 2022•4 min•Ep 2•Transcript available on Metacast Welcome 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...
Aug 02, 2022•2 min•Ep 1•Transcript available on Metacast 
