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Explorez tous les épisodes du podcast BDO Private Equity PErspectives Podcast

Plongez dans la liste complète des épisodes de BDO Private Equity PErspectives Podcast. Chaque épisode est catalogué accompagné de descriptions détaillées, ce qui facilite la recherche et l'exploration de sujets spécifiques. Suivez tous les épisodes de votre podcast préféré et ne manquez aucun contenu pertinent.

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TitreDateDurée
Navigating Longer Holding Periods06 Sep 202400:23:29

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
Driving Impactful Growth Despite the High Cost of Capital31 May 202400:26:32

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
How the Right Investment Strategy Can Get PE through a Recession23 Nov 202200:28:32

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 seeing more GP-led secondary transactions and why that is expected to continue
  • The importance of investing in companies that are providing real value to their customers
  • How technology can create efficiencies in the transaction process
  • Why technology-driven services businesses may provide some resilience in an evolving economy

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 Delaware limited liability partnership and national professional services firm. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.

What’s going on in deal origination: Perspectives from PE business development professionals15 Sep 202200:30:15

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-owned businesses
  • How centers of influence, such as investment banks, accounting firms and law firms can be great sources for deal origination
  • How technology overlays the deal origination process
  • How a lot of committed, but uncalled capital can boost the private equity market in the near term, even as the economy evolves
  • Why businesses looking for a private equity buyer need to prove the next 5 years will be the best ever for their business
  • Why deal flow in the manufacturing and B2B space is predicted to be strong moving forward
  • Why the mandate to do control and non-control deals can provide flexibility in a changing market
A Survey of Private Equity Fund Managers Reveals Challenges to Deal Making, ESG Focus13 Jul 202200:29:57

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 economic uncertainty

• How funds are struggling to create value, due to asset price increases

• How the Riverside Company has built its talent pipeline through DE&I and alternative talent sources

• Why so many fund managers are shifting their focus to ESG

New and Established Funds Talk Competition for Deals19 May 202200:26:34

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 targeting very niche industries can differentiate a PE firm
  • How to provide value as supply chain issues and inflationary pressures impact portcos
  • How to build from the ground up with a brand-new fund, especially in a competitive environment
  • What’s ahead for M&A amid an increase in interest rates and inflation
Inflation, ESG & Deal Makers' Secret Sauce13 Apr 202200:27:56

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 impacts of recently announced SEC regulations on PE firms, and what’s ahead for M&A amid an increase in interest rates.

M&A Year in Review and Outlook for 202222 Feb 202200:45:40

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 Delaware limited liability partnership and national professional services firm. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.

PE Trends & ESG Implementation into Portfolio Companies05 Jan 202200:32:58

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 managers can generate liquidity and returns for LPs.

Risk Tops Concerns as Private Equity Races to Close Deals08 Dec 202100:30:18

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 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 Delaware limited liability partnership and national professional services firm. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.

Infrastructure Investing: PE’s “Large Niche” of Opportunity22 Jul 202100:35:38

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 Richardson, co-founder and managing partner at SMC Infrastructure Partners, who shared their insights about the role of private equity within the infrastructure space and what the future holds.

During the episode’s Coffee Break, Seth Miller Gabriel, co-leader of BDO 's Infrastructure and Public-Private Partnerships Team within the Valuation Practice, discusses the value of the public-private partnership model in improving the nation’s infrastructure.

Healthcare M&A In the Age of COVID29 Apr 202100:29:36

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 themselves in order to avoid restructuring or bankruptcy. 

Leveraging Tech and Talent to Unlock Value in 202405 Apr 202400:42:43

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 and their portco leaders.
  • PE’s evolving approach to value creation: How PE firms are creatively optimizing their portcos while navigating challenging headwinds.
Successful Relationship Building in Deal Making11 Mar 202100:28:56

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 Zaldivar, managing partner at Avance Investment Management, about building meaningful connections in today’s deal-making environment.

During the episode’s Coffee Break, Patrick Bisceglia, managing director with BDO Capital Advisors, discusses why businesses that are strategically leveraging technology— even if they are not thought of as “tech companies”— make attractive acquisitions.

Portfolio Re-strategizing and Restructuring16 Dec 202000:37:13

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 practice, explains how the latest SPAC activity returns compare to traditional IPOs year over year.

Deal Sourcing & Private Capital Pulse Analysis23 Nov 202000:24:52

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, Michael Lee, Principal at BDO Digital, explains why data-driven predictive analytics are key to private equity portfolio visibility, especially in today’s market.

Private Equity’s Playbook for Success12 Oct 202000:25:10

Private equity professionals continue to adjust their management and investment approaches to be more long-term focused amid a rapidly changing market. In the latest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Jeff Volling, Principal and Investment Officer with Bessemer Investors, and Sam Levy, a Director at Equiteq, about the latest trends in private equity and how their market observations are informing their playbooks for success.

During the Coffee Break segment, Doug Hart, BDO’s Managing Partner and co-leader of the firm’s Technology practice, shares his insights on how the tech sector is still getting deals done and where to look for investment opportunities within the space.

Exploring Add-on Acquisitions & Co-investments24 Aug 202000:24:48

As the effects of the global pandemic continue to generate uncertainty, PE firms with the wherewithal are looking to close deals. In the latest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Alice Birnbaum, Head of Business Development at BBH Capital Partners, and Andy Cook, a Partner with Southfield Capital, about how the deal landscape is changing and embracing add-on acquisitions and more flexible approaches to investing.  

 

During the Coffee Break segment, Verenda Graham, BDO’s National Private Equity Tax leader and Partner in the firm’s Tax practice, shares her insights on tax strategies PE is using today to generate cash flow.

Distressed M&A and Mezzanine Financing: PE’s Latest Strategies20 Jul 202000:35:10

Industry disruptions resulting from the pandemic crisis have investors and managers shifting their strategies in myriad new directions. In the latest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Engin Okaya, Managing Director at Prudential Private Capital, and David Felts, Managing Director at TM Capital Corp, about nuanced M&A approaches in the new normal, including distressed investing, add-ons and cross-border deals.

 

During the Coffee Break segment, Beth Garner, National Practice Leader of BDO's Employee Benefit Plan audit practice, shares her insights on the regulatory change of private equity being allowed into 401(k) plan allocations.

Harnessing Middle Market Growth Opportunities08 Jul 202000:20:29

Investors are increasingly interested in directing their capital toward companies within the middle market. In the latest episode of the Private Equity PErspectives Podcast, Todd Kinney spoke with Colleen Gurda, Managing Director at Comvest Partners, and Jill Raker, Managing Partner at Greenbriar Equity, about the middle market private equity landscape and direct lending strategies.

 

During the Coffee Break segment, Kristi Gibson, co-leader of BDO’s National Real Estate practice, shares her insights on the flow of capital from both micro- and macro standpoints.

Energy & Infrastructure Powering Private Equity18 Feb 202000:26:00

The energy and natural resources sector—including oil and gas companies, renewables and water infrastructure companies are seeing an increase in deal activity. In fact, almost a third (32 percent) of PE professionals surveyed in BDO’s US Private Capital Outlook said it ranks in the top three most appealing sectors for fund managers.In the latest episode of the Private Equity PErspectives Podcast, Todd Kinney spoke with Evan Turner, Founder and Managing Partner at Drillcore Energy Partners, and Michael Albrecht, Partner at Ridgewood Infrastructure, about the strategies for private equity in the energy and infrastructure sectors.

During the Coffee Break segment, Laurent Williot, Managing Director in BDO’s Transaction Advisory Services Practice, shareshis insights on investment opportunities in the energy and infrastructure space.

Future of Fintech: PE’s Dealmaking Outlook for 202018 Dec 201900:24:10
The financial services sector was cited as one of the top industries likely to experience increase in deal activity in 2020, according to BDO’s US Private Capital Outlook. We wanted to dig deeper, so in the latest episode of the Private Equity PErspectives Podcast, Todd Kinney spoke with Peter Nesvold, Chief Operating Officer, Financial Services Investment Banking at Raymond James, and Sachin Sarnobat, Managing Director at Atalaya Capital, about some of the factors driving PE and VC deal activity in financial services, and how to maximize value creation with fintech strategies.   During the Coffee Break segment, Keith McGowan, BDO’s Asset Management Industry Leader, explores the role of fintech as it relates to value creation in traditional asset management.
Capitalizing on Tech’s Expansive Growth in 202015 Nov 201900:37:43
We’ve watched technology become ubiquitous in our lives over the past decade, but how can private equity partners create value for themselves out of this phenomenon?   In the latest episode of the Private Equity PErspectives Podcast, Todd Kinney sits down with Drew Meyers, Partner, Seaport Capital, and Ryan Ziegler, General Partner, Edison Partners,to discuss investment opportunities and how to capitalize on tech’s expansive growth as 2020 quickly approaches. During the Coffee Break segment, Aftab Jamil, Partner and National Leader of BDO's Technology practice, gives insight on how to make the most of a relationship between a technology company and a private equity firm.
Talking Software Deal Trends with Thoma Bravo05 Jan 202400:39:40

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 IT and security skills gaps feeding growth in the software space.
  • Talent management: Why talent is everything in software, and how companies that prioritize attracting and retaining top talent can drive innovation, enhance operational efficiency, and gain a competitive advantage.

Listen here: Talking Software Deal Trends with Thoma Bravo

Private Equity’s Rx for Healthcare20 Oct 201900:22:39

What has driven the pace of private equity deal flow in the healthcare space for the last five years? Is healthcare truly a defensive industry during down cycles? How is the consumerization of healthcare influencing private equity’s approach to investments?

These are just some of the questions addressed during BDO’s latest episode of the Private Equity PErspectives Podcast.

Refining Strategy As Opportunities Evolve09 Jul 201900:26:38

Given the highly competitive deal landscape, PE professionals are taking innovative approaches to sourcing and closing deals. What are some of these new strategies?

In this episode, Justine Mannering, managing director for Stifel's consumer investment banking team, and Ann Brophy, Vice President of Business Development for LLR Partners, join BDO's Todd Kinney to discuss how creativity comes into play when sourcing new deals.

U.S. Private Equity's Growing Interest in Canadian Deal Making10 Jun 201900:25:58

As U.S. private equity's interest in conducting deals with Canadian firms intensifies, dealmakers are looking more closely at the trade, tariff and tax implications that can make or break cross-border transactions.

In this episode, Bruno Suppa, Ryan Farkas and Jamie Windle of BDO Canada join Todd Kinney to discuss the Canadian private equity landscape. During the Coffee Break segment, Kevin Kaden of BDO USA shares his insights on the unique due diligence considerations for cross-border deals.

Digital Transformation Creating Value for Private Equity24 Apr 201900:22:26

As private equity firms make their operations, and those of the companies they invest in, more technologically savvy, they're finding that true digital transformation requires a shift in mindset.

In this episode, Amir Akhavan, managing director at JEGI, and Grant Marcks, a principal and head of business development at Atlantic Street Capital, joins BDO's Todd Kinney to discuss digital transformation's impact on the private equity industry. Kirstie Tiernan, leader of BDO's Data Analytics and Automation Practice, also joins to shed light on the role digital transformation can play in private equity's value creation playbook.   

Manufacturing and Distributing Private Equity Value19 Mar 201900:22:11

Though trade and tariff tensions have made headlines and raised questions about their impact on deals, there will still be a healthy flow of M&A in the manufacturing and distribution sector in 2019. 

In this episode, Ken Heuer, principal at Kidd & Company, and Charlie Fox, head of business development at GHK Capital Partners, join BDO's Todd Kinney to share their take on the macroeconomic trends affecting M&D.

Trends & Takeaways from BDO's 2019 Private Equity PErspective Survey28 Feb 201900:23:42

Eighty-nine percent of private equity executives expect a correction within 1-2 years, according to BDO's Tenth Annual Private Equity PErspective Survey. Yet private equity funds have a lot of dry powder to deploy. How are expectations for a correction affecting deal composition and timing?

In this episode, Jon Tenan, director at Lazard Middle Market, and David Glazer, director at Gladstone Investment, join BDO's Todd Kinney to share their take on the changing dynamics of private equity deal making.

Predictions for the Middle Market in 201911 Dec 201800:25:22

With 2018 nearly in the rearview mirror, dealmakers have started considering how the shifting market landscape, ongoing trade tensions, and an increased emphasis on digital transformation will impact private equity in the year ahead.

In this episode, Matt Bernstein from Raymond James and Adrian Whipple from TZP Group join BDO's Todd Kinney to share their middle-market private equity predictions for 2019. Alison Torres and Eric Fahr of BDO's Atlantic Region also stop by to discuss their outlooks as well as family offices' growing appetite for private equity investments.

Anatomy of a Tech Deal30 Oct 201800:40:03

Software deals continue to be the “holy grail” of technology investments for a variety of reasons – recurring revenues, high growth potential, and versatility across industries. Yet beyond this coveted sector, what are private equity investors looking for in tech deals today?

In this episode, Jeff Becker from JEGI and Aron Grossman from Gemspring Capital join BDO’s Todd Kinney to share their take on the ever-evolving world of tech deal making. Aftab Jamil, global leader of BDO’s Technology Practice, also offers best practices for the pre-acquisition process.

Checking Healthcare's Pulse27 Sep 201800:23:22

With KKR's $10 billion purchase of Envision Healthcare this summer, the largest healthcare buyout deal since the financial crisis, private equity's appetite for healthcare deals might well be stronger than ever. Meanwhile, with Amazon's emerging healthcare arm and an imminent deal between CVS and Aetna, providers are turning to digital innovation to help navigate industry disruption. 

In this episode, Faruk Amin of Juna Equity Partners and Patrick Pilch, co-leader of BDO's Center for Health Care Excellence and Innovation, join BDO's Todd Kinney to discuss these topics and more. Additionally, BDO's Steven Shill offers an outlook for the eldercare industry.

Tune into the full episode for a range of insights, including:

  • What's triggering deal flow and high valuations across the health-care space.
  • How healthcare companies are capitalizing on new data sources.
  • Why elder-care providers are increasingly focused on preserving independence.
Amazon, Wayfair and the Changing Retail Landscape14 Aug 201800:27:52

In the seventh episode of BDO's Private Equity PErspectives Podcast, Richard Baum of Consumer Growth Partners and Natalie Kotlyar, leader of BDO's National Retail & Consumer Products Practice, join BDO's Todd Kinney to discuss the state of the retail industry. BDO's Katherine Gauntt also shares her take on the implications of the Supreme Court's recent Wayfair decision.

Tune into the full episode for a range of insights, including:

  • How PE-backed retailers can become "un-Amazonable."
  • How the recent Wayfair decision adds another layer of uncertainty, especially for smaller retailers that sell goods across state lines.
  • How the overall growth of e-commerce is changing how retailers operate.
Merger Integration Considerations for Driving Value03 Nov 202300:44:46

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 drive motivation among portfolio company staff and ensure they are equipped and rewarded for their role in value creation.

Listen here: Merger Integration Considerations for Driving Value.

Diversity, Add-Ons, and the Case for Cautious Optimism10 Jul 201800:32:38

Today, the state of the economy, add-on acquisitions, and industry diversity are just a few issues at the forefront of the private equity industry. In this episode, Gretchen Perkins of Huron Capital and Silver Leaf Partners' Kathleen Lauster join BDO's Todd Kinney to discuss these topics and more. Additionally, BDO's Karen Baum discusses the benefits of sell-side due diligence and the evolution of socially responsible investing.

Tune into the full episode for a range of insights, including:

  • What women need to know about working in private equity
  • Why investors should be cautiously optimistic about the economy
  • Why private equity is increasingly interested in socially responsible investing
Deerpath Capital & CIP Capital Talk Leverage at ACG InterGrowth 201814 May 201800:15:02

At the ACG InterGrowth 2018 conference in San Diego, BDO's Todd Kinney met with Deerpath Capital managing director Orin Port and CIP Capital managing director Bobby Kelly to discuss their firms' unique investment strategies, deal activity, and leverage usage.

Tune into the full episode for Orin and Bobby's range of insights, including:

  • How their firms find investment opportunities in such a crowded market
  • Preparing portfolio companies as rising interest rates make debt more expensive
  • Whether tax reform's new limitation of interest rate deductibility will impact lower middle-market borrowers
Orion Energy Director on Creative Credit Investing03 Apr 201800:11:27

Ethan Shoemaker, managing director and principal at Orion Energy Partners, chats with BDO’s Todd Kinney about his firm’s credit-oriented investing approach as well as niche opportunities in the energy market.

Tune into the full episode for Ethan’s complete insights, including:

  • Why the lower-middle energy market is ripe for opportunities
  • How tax reform will impact energy investments
  • The case for the energy industry’s cautious optimism
Tax Reform Accelerates Private Equity's Transformation20 Feb 201800:12:26

Joe Pacello, tax partner in BDO's Asset Management practice, unpacks what tax reform means for private equity. Hosted by Todd Kinney, this episode delves into the new tax provisions with both positive and negative implications for the asset class. 

2018 Outlook for Investors' Appetite for U.S. Exposure08 Jan 201800:18:43

Derek Lim, a director at Ardian, joins BDO’s Private Equity podcast about one year after the launch of the private equity firms’ first North American Buyouts Fund.

Hunting for Value in Manufacturing & Distribution28 Nov 201700:10:25

The inaugural episode of BDO’s Private Equity PErspectives podcast features John Castle, managing partner of Branford Castle Partners, a New York City-based, middle-market private equity firm. In discussion with BDO’s Todd Kinney, John zeroes in on the manufacturing & distribution sector and discusses dealmaking in the current environment of inflated valuations and political uncertainty.

Partnering with Portfolio Company CFOs to Navigate Talent and Workforce Challenges07 Sep 202300:32:23

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 managers are working with portfolio company leaders to ensure the right talent is in place to execute value creation plans

Listen here: Partnering with Portfolio Company CFOs to Navigate Talent and Workforce Challenges.

Investing in the Undervalued and Underappreciated: U.S. Industrials14 Jun 202300:40:02

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 pressures of social equity and climate-related demand are influencing human capital and investment decision making
Evolving the Private Equity CFO - Operating Partner Relationship02 May 202300:48:28

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 important now in the first 100 days of owning an asset
  • Scaling the approach: How scaling your approach is top of mind for LPs today, and how to do it
Playing Offense in a Volatile Market07 Mar 202300:39:39

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 getting more attention in a down market

Also hear from BDO’s Mark Houston on the refinancing market and how companies can successfully refinance in this challenging financing environment.

Hustle Ensures Quantity and Consistency Ensures Quality20 Dec 202200:30:34

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 questions to expect from the right buyer

Also hear from Jeff Bilsky and Blake Stevens on partnership taxation issues and BDO’s Partnership Capital Account Solution.

Sourcing Strategies Through Industry Shifts01 Nov 202400:37:00

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
Seizing Opportunity in Uncertainty13 Dec 202400:30:02

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 and strong capital allocation enhance value in today’s competitive private equity environment
Scaling Smarter: The Role of Add-Ons & Strategic Flexibility14 Feb 202500:30:37

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 enhance value within existing portfolio companies.
Mastering the Middle Market: A Milestone Discussion28 Mar 202500:58:06

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 and drives value creation in today's market.
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