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Explore every episode of the podcast The Private Equity Podcast, by Raw Selection

Dive into the complete episode list for The Private Equity Podcast, by Raw Selection. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
How the Best Private Equity Firms Hire Top Portfolio Executives With Jordan Burton27 Aug 202400:44:34

Welcome to The Private Equity Podcast by Raw Selection! In this episode, our host, Alex Rawlings, is joined by Jordan Burton, co-founder of Talgo. Together, they delve into the intricacies of talent interviewing and assessment within the private equity sector. Jordan brings a wealth of knowledge from his transition from a potential private equity investor to an expert in executive talent assessment. This discussion promises to enlighten those interested in optimizing their hiring processes and understanding the common pitfalls and best practices in recruiting top-tier executives. 

[00:00] Introduction to Jordan Burton, specializing in talent interviewing and assessment.

[00:16] Discussion on timely decision-making in human capital issues.

[00:44] Jordan shares his career transition to executive talent assessment.

[01:12] Insights into Jordan’s career evolution and the founding of Talgo.

[02:11] Importance of proper interviewing techniques in talent acquisition.

[03:07] Indicators of when to act on personnel changes.

[04:06] Consequences of being overly accommodating in personnel decisions.

[05:02] Deep dive into interviewing and hiring processes.

[06:01] Setting clear expectations and metrics for new executives.

[08:22] Characteristics of effective private equity executives.

[10:19] Traits that define a top executive in private equity.

[12:15] Importance of quantitative skills in executives.

[13:13] Techniques used in interviewing executives about their past experiences.

[15:05] Importance of detailed discussions about past roles and achievements.

[18:27] Systematic assessment in identifying leadership qualities.

[20:26] Nuances of executive onboarding and performance tracking.

[22:10] Organizational dynamics and internal politics in hiring.

[24:06] Future trends in executive hiring, including technology impacts.

[26:01] Importance of adaptability and continuous learning in talent acquisition.

[28:26] Final thoughts on the evolution of the talent acquisition field.

[30:52] Methodologies for developing leadership pipelines in portfolio companies.

[33:18] Common pitfalls in the executive search process and avoidance strategies.

[35:44] Role of diversity and inclusion in executive hiring.

[38:09] Jordan reflects on the mentors who shaped his career.

[40:33] Tips for building a career in talent management within private equity.

[42:57] Advice for maintaining a competitive edge through strategic talent management.

[44:31] Closing remarks by Alex, encouraging listener engagement and subscription.

You can connect with Jordan Burton on LinkedIn by visiting his profile here

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

A Private Equity Firm Founders Playbook On Value Creation With Brendan Anderson20 Aug 202400:33:06

Welcome to the Private Equity Podcast! In this episode, we explore the nuances of building and scaling businesses within the private equity realm. Alex excited to welcome back Brendan Anderson, Managing Partner of ScaleCo Capital.

[00:00] Brendan emphasizes the importance of having the right people and vision for successful business ventures.

[00:11] Discussion on enhancing value through strategic customer engagement and supplier relations.

[00:21] Insight into the shift from gut feeling to data-driven decision-making in business strategies.

[00:50] How ScaleCo Capital scales smaller businesses often overlooked by larger firms.

[01:20] Focus on B2B service providers and manufacturers that require scalability.

[02:18] Initial challenges in acquiring and transforming small-cap companies.

[03:16] The significance of entrepreneurs stepping back from central operations to improve scalability and attractiveness.

[05:35] Exploration of the Entrepreneurial Operating System (EOS) for aligning management teams.

[06:56] Importance of team alignment in realizing business visions through EOS.

[08:16] Breakdown of ScaleCo's five pillars of business transformation.

[11:02] Integration of technology in customer and supplier engagement.

[12:53] Mention of ScaleCo's partnership with Grata, highlighting data-driven processes.

[15:17] Challenges and strategies in building effective sales teams.

[19:25] Impact of robust financial reporting on business strategy.

[20:49] Essential financial metrics and practices for new acquisitions.

[21:19] Brendan discusses the importance of accessing real-time financial data to drive strategic decisions.

[22:41] How deep insights into financial data can reveal new growth avenues within existing customer bases.

[24:06] Strategies for empowering leadership teams to take initiative and drive growth independently.

[25:24] Plans for integrating operational changes within 18 to 36 months to ensure sustainable growth.

[26:16] Challenges of effectively managing and growing businesses and how private equity provides crucial support.

[27:13] The necessity of continuous self-development and adaptation for businesses to evolve.

[28:11] The strategic focus on local investments to enhance relationship building and operational oversight.

[29:04] Geographic focus and its impact on investment success rates and operational effectiveness.

[30:01] The importance of local networks and relationships in managing and supporting businesses effectively.

[31:27] Brendan offers contact information for those interested in connecting or learning more about ScaleCo Capital.

[32:17] Discussion on building networks between talented individuals and promising businesses to foster growth and operational excellence in the private equity space.

[32:46] Closing remarks by Alex, thanking Brendan for his insights and inviting listeners to subscribe for more private equity discussions

You can connect with Brendan Anderson on LinkedIn by visiting his profile here

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

The Value Creation Plan From an Operator Turned Investor With Paul Swaney18 Jun 202400:30:02

Welcome to The Private Equity Podcast! In this episode, host Alex Rawlings is joined by Paul Swaney, Managing Director of Swaney Group Capital. Formerly with Partners Group and a veteran of McKinsey and Amazon, Paul dives into the intricate world of value creation from an operator turned investor perspective. He shares his journey from the military to the forefront of private equity, discusses the innovative use of media for business growth, and details the strategic operational frameworks that have shaped his successful career. Join us as Paul provides a deep dive into his approach to enhancing portfolio company performance and his insights on the pivotal role of transformation governance in private equity.

Breakdown:

[00:00] Introduction to Paul Swaney, discussing his transition from Partners Group to founding Swaney Group Capital.
[00:10] How Paul uses media to enhance his Private Equity firm’s outcomes.
[00:22] Mention of a successful investment initiated from Twitter.
[00:25] Overview of Paul’s career and insights into his value creation strategies in Private Equity.
[00:55] Paul provides a detailed background of his diverse experiences from military service to corporate roles and Private Equity.
[01:24] Insights into applying lean system in a chemical plant and his recruitment by McKinsey.
[02:21] Challenges of starting his own Private Equity firm during peak deal flow times and growing his team.
[03:17] Common mistakes in Private Equity from deal processing to post-acquisition management.
[04:45] Lessons from Partners Group and the importance of transformation governance post-acquisition.
[06:04] Introduction to the Swaney Group Operating System, focusing on operational excellence.
[07:30] Discussion on maintaining flexibility and strategic planning in business operations.
[09:25] Paul’s effective use of social media for deal origination and brand building.
[10:24] Emphasis on the initial 100-day observational period post-acquisition to understand business intricacies.
[12:16] Typical patterns observed in founder-led businesses and strategic advice for potential acquisitions.
[14:43] Importance of strategic operational assessments in Private Equity investments.
[18:27] Paul discusses leveraging media for enhancing visibility and deal flow in Private Equity.
[19:25] Success stories from using Twitter for business development and investment opportunities.
[21:17] Closing thoughts on the integration of operational systems within Private Equity to enhance performance.


To connect with Paul, you can visit his LinkedIn profile at Paul Swaney LinkedIn.

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Christen Paras on Excellence in Managing LP Relationships & Increasing Deal Origination06 Sep 202100:41:01

*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’ll Learn

Why you should take business development seriously

How marketing improves deal flow 

Brand awareness and value proposition through marketing

Transparency in managing investor relations

Diversity attracts founders, investors, and employees

 

Breakdown

[00:42] Getting to know Christen Paras

[02:05] Common mistake by PE firms and portfolio companies

[04:56] MiddleGround Capital’s marketing & research strategy 

[12:52] Granting full access builds trust with LPs and business owners

[21:14] MiddleGround Capital’s ESG efforts

[23:48] Excellence in managing LP relationships

[27:10] Notable attributes of top-performing individuals

[30:09] Private equity: the good and the bad

[36:20] Diversity in MiddleGround Capital’s senior leadership

[38:34] Christen’s learning resources


Resources

Christen’s LinkedIn

Christen’s Email

Christen’s Mobile Number: +732 207 1486

 

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Bethany Gorham on Using ESG to Manage Risk and Create Value within Portfolio Companies23 Aug 202100:22:42

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 sustainable and socially responsible investing.

 

What You’ll Learn

ESG as due diligence and a tool for identifying opportunities

Why PE firms should adopt ESG as a tool

Using ESG to manage risk and create value within portfolio companies

 

Breakdown

[00:25] Getting to know Bethany Gorham

[02:19] Common mistakes made by PE firms

[03:09] ESG in the Private Equity workplace

[08:53] Orion’s ESG strategy

[13:22] Why PE firms should adopt ESG as a tool

[15:59] Resources for learning about ESG

[18:27] Bethany’s passion for ESG 

[21:05] Get in touch with Bethany



Resources

Bethany’s LinkedIn

bethany@orionenergypartners.com 

 

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com

Leon Brujis on The Advantages of Diversity in a Private Equity Firm09 Aug 202100:21:14

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 of bias during an investment

How diversity in a private equity firm is an advantage

 

Breakdown

[00:46] Getting to know Leon Brujis

[01:57] Common mistake by PE firms and portfolio companies

[05:29] Leon’s experience as a minority in the finance industry

[08:24] Diversity in a company is an advantage

[10:05] Leon’s bias led to a bad investment decision

[13:36] How to guard against bias

[15:52] Private equity: the good and the bad

[19:01] Leon’s learning resources


Resources

Leon’s LinkedIn

 

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Jon Ostenson on the Challenges of Investing at the Franchise Level 26 Jul 202100:22:11

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 franchise investing

Breakdown

[00:39] Getting to know Jon Ostenson

[01:47] Why Jon got into private equity

[02:48] Common mistake by PE firms and portfolio companies

[05:03] Reasons to invest in the franchise industry

[08:46] Industry and market trends in franchising 

[10:10] Challenges of investing at the franchise level 

[11:35] Convincing LPs to invest in franchise businesses

[12:53] Advice to PE firms about niche specialization

[14:35] Notable attributes of top-performing individuals

[16:37] Jon’s learning resources

[19:38] Employee retention and succession planning 

[20:47] Jon’s advice to his 20-year-old self


Resources

Jon’s LinkedIn

FranBridge Consulting Website
 

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

James Lee on Maintaining a Smoother Deal Process through Transparent Communication and Standardizing M&A Purchase Agreements 12 Jul 202101:01:45

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 communication

ESG metrics, certification, and credit ratings

Standardizing M&A purchase agreements for better deal flow

 

Breakdown

[01:03] Getting to know James Lee

[04:10] Common mistake by PE firms and portfolio companies

[12:01] The need for standardized ESG metrics

[16:55] Certification of ESG practices

[20:09] ESG Scores in the credit market 

[26:20] The need for standardized purchase agreements 

[35:51] Law firms as true partners to clients

[41:51] Full markups in the auction process

[43:54] Advising founders during mergers & acquisitions

[47:36] Notable attributes of top-performing individuals

[52:25] Private equity: the good and the bad

[59:45] James’ learning resources


Resources

James’ LinkedIn

James’ Email 

James’ Mobile Number: +1 212 969 3036
 
 

Thank you for tuning in!

 

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Nancy Barnes on Common HR Mistakes Made by Private Equity Firms and Portfolio Companies 28 Jun 202100:31:36

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 for in senior hires

 

Breakdown

[00:37] Getting to know Nancy Barnes

[01:47] Common HR mistake by PE firms and portfolio companies 

[04:57] Adapting to a fast-paced environment

[07:50] Alignment of HR strategy with business goals

[11:40] Improving the integration process of an add-on acquisition

[15:32] How to build engagement with teams

[18:31] Recruitment and succession planning

[22:17] A good hire should be comfortable with change

[26:53] Private equity: the good and the bad

[30:50] Nancy’s learning resources
 

Resources

Nancy’s LinkedIn

Nancy’s Website
 
 

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

 

Anthony DeCandido on the Importance of ESG in Private Equity and Essential ESG Metrics to Report14 Jun 202100:28:16

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 ESG metrics to report

Trends in the private equity industry

 

Breakdown

[00:40] Getting to know Anthony DeCandido

[02:30] ESG in private equity

[04:01] Common mistake by PE firms and portfolio companies

[05:55] How to start integration of ESG strategy

[07:48] Key performance indicators to track ESG

[12:07] Private equity: the good and the bad

[14:55] Notable attributes of top-performing individuals

[16:20] Anthony’s learning resources

[17:22] Major trends in private equity

[24:03] Popularity of special purpose acquisition companies (SPAC)

[25:20] Using alternative data for better insight


Resources

Anthony’s LinkedIn

RSM Website
 
 

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Dan Shockley on How to Build Trust Between Private Equity Firms and Portfolio Companies31 May 202100:38:23

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 stakeholders. 

 

What You’ll Learn

How to build trust between PE firms and portfolio companies

Balancing the use of objective and subjective data

Creating a better strategy with the use of analytics and data 

Trends in the manufacturing industry

 

Breakdown

[01:10] Getting to know Dan Shockley

[05:30] Dan’s career transition into private equity

[09:17] Common engagement mistake by PE firms 

[14:59] Negotiating a win-win deal in private equity

[19:39] Dangers of being too data driven

[23:06] How to engage with portfolio companies 

[25:40] Improving performance through insight

[27:28] Trends in the industrial and manufacturing space

[32:23] Notable attributes of top-performing individuals

[36:02] Dan’s learning resources


Resources

Dan’s LinkedIn

Dan’s Email

LFM Capital Website
 
 
 

Thank you for tuning in!

 

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

 

Kjael Skaalerud on The Digital Collision Coming for Private Equity and Venture Capital Firms17 May 202100:48:16

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 forefront of tech adoption

How industry revolution is positively impacting value creation and shifting market dominance

 

Breakdown

[00:40] Getting to know Kjael Skaalerud

[03:32] Mistakes made by PE Firms and their portfolio companies

[06:50] The digital collision coming for PE and VC firms

[19:32] Technology adoption in the PE space

[22:10] Understanding proprietary deal flow

[34:02] How to accelerate growth in the venture capital/private equity space

[37:19] Attributes of a top-performing individual

[44:01] Kjael's go-to information resource


Resources

Kjael’s LinkedIn

Kjael’s Website

Competing in the Age of AI

The Algebra of Happiness

The Untethered Soul

 

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Reynir Indahl on Sustainability, ESG Investing and Solving Global Challenges in the Private Equity Industry03 May 202100:39:37

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 business success

Why millennials prefer working for companies with meaning and purpose

 

Breakdown

[00:57] Getting to know Reynir Indahl

[04:33] Solving global challenges

[07:50] How Reynir and his company guarantee investment returns

[15:55] Challenges faced when setting up Private Equity Firms

[21:27] Reynir’s transition from the corporate world into entrepreneurship

[24:30] How to better engage with a portfolio executive

[33:29] Notable attributes of top performing PE firms

[35:50] Reynir’s go-to information source


Resources

The Private Equity 4.0 article

Give and Take by Adam Grant

Reimagining Capitalism by Rebecca Henderson

Reinventing Organizations by Frederic Laloux

Reynir’s Website

Reynir’s LinkedIn

The Corporate Unplugged Podcast

 

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Proven Strategies for Achieving 7 Exits and Maximizing Business Value with Chris Jamroz11 Jun 202400:40:18

Welcome to The Private Equity Podcast! In this episode, host Alex Rawlings talks with Chris Jamroz, CEO of Roadrunner and a former executive at Ascent Global Logistics. Chris shares his extensive experience in logistics and Private Equity, discussing the transition from investment banking to executive leadership. He highlights the common errors in Private Equity, such as focusing too heavily on past performance instead of potential growth, and offers advice on effective leadership and strategic investment. Chris also provides insights into navigating the cyclical nature of the logistics industry and emphasizes the importance of operational expertise in achieving successful exits. This episode offers valuable perspectives on leadership and investment strategies in Private Equity.

Breakdown:

[00:00] Introduction to the podcast and guest Chris Jamroz, highlighting his commitment and unique approach to running a business.
[00:16] Chris reflects on the critical factors contributing to his success over the past four years.
[00:26] Chris offers advice on being a successful Private Equity-backed CEO.
[00:46] Overview of Chris's career trajectory from investment banking to leadership roles in logistics, and the recent sale of Assent to HIG.
[01:16] Start of the in-depth conversation with Chris, exploring his strategies and experiences across various roles.
[01:46] Chris shares his approach as a "shareholder value unlocking specialist" and his operational playbook across the global supply chain.
[02:12] Discussion on common mistakes in Private Equity and portfolio companies, with historical context and advice for modern practices.
[03:58] Chris critiques the backward-looking focus of Private Equity firms and emphasizes the importance of future potential in investment decisions.
[06:21] Chris elaborates on the need for a paradigm shift in Private Equity from past performance to future potentialities.
[07:19] Inquiry into balancing the evaluation of past performance and future potential in Private Equity investments.
[10:15] The significance of having a strong operations team in achieving successful outcomes in Private Equity ventures.
[13:39] Mention of Grata, highlighting its role in enhancing proprietary deal flow with data-driven processes.
[14:07] Chris provides insights into the logistics industry, discussing its trends and cyclicality.
[18:27] Detailing the process and challenges faced during the recent sale of Assent Global Logistics to HIG.
[22:18] Chris shares the personal and professional challenges he faced from taking office to navigating company exits.
[26:47] Advice to Private Equity-backed chief executives on understanding and adapting to business realities.
[33:07] Chris discusses his personal influences and reading habits, emphasizing the value of learning from both successes and failures.
[39:13] Closing remarks and ways to contact Chris Jamroz for further insights and discussions.

To connect with Chris, you can visit his LinkedIn profile at Chris Jamroz LinkedIn.

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Oliver Gottschalg on How Private Equity Firms Can Identify Their USP To Target LP's19 Apr 202100:42:18

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 USP

Success metrics to look out for in PE firms

Company acquisition from a founder’s point of view

 

Breakdown

[00:49] Getting to know Oliver Gottschalg

[02:09] PERACS as a PE specialist advisory firm 

[03:02] Gathering and analyzing private equity data

[05:17] Key indicators of success for GPs

[10:46] How LPs can identify good PE firms

[13:54] How PE firms can present themselves better to LPs

[18:45] Common mistake of PE firms in marketing and positioning

[20:27] How PE firms can identify their unique selling proposition

[23:06] Why Oliver founded PERACS

[28:46] The acquisition of PERACS 

[34:41] Notable attributes of top-performing PE firms

[35:59] Data availability in private equity

[39:16] Oliver’s learning resources


Resources

Oliver’s LinkedIn

Oliver’s Email
 

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Adam Coffey on the Best Practices for Acquisition and Integration05 Apr 202101:09:55

Private Equity Podcast

Today’s Guest

Today we welcome Adam Coffey, bestselling author of The Private Equity Playbook. For over two decades, he worked as president and CEO of several private equity-backed service companies. Currently, he is the CEO of CoolSys, a market-leading refrigeration and HVAC service company in America. 

 

What You’ll Learn

Recruiting the right people to drive growth 

Best practices for acquisition and integration

Adam’s exit strategy

 

Breakdown

[00:00:47] Getting to know Adam Coffey

[00:05:24] Common mistake by private equity firms 

[00:08:36] Recruiting the right talent for specific roles

[00:17:15] Acquisition and integration strategy

[00:23:22] Challenges in managing portfolio of companies

[00:28:12] Advice for exiting private equity investments

[00:36:11] Why Adam got into writing

[00:45:46] Notable attributes of top-performing individuals

[00:50:47] Private equity: the good and the bad

[00:56:00] Adam’s learning resources

[01:00:37] Navigating through COVID-19 


Resources

Adam’s LinkedIn

Adam’s Website

The Private Equity Playbook
 

Thank you for tuning in!

 

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Bruce Sinclair on Digital Transformation and its Impact23 Mar 202100:55:45

Today’s Guest

Today we welcome Bruce Sinclair, founder and principal consultant of Digital Operating Partners. Drawing from his experiences as a CEO and as a consultant, he authored two books on how businesses can leverage technology to create more value. 

 

What You’ll Learn

Definition of digital transformation and how it creates value 

How to get started on digital transformation

The role of digital transformation in private equity

Example applications of high-level technology to create smart products and services 

Onboarding the right expert or team to create structural change

 

Breakdown

[00:49] Getting to know Bruce Sinclair

[02:40] Why Bruce got into writing

[05:46] Digital transformation and its impact

[13:58] Biggest mistake by private equity firms in digital transformation

[17:40] Founding a company during COVID-19

[21:54] The Role of Digital Operating Partners

[25:54] How digital transformation creates value 

[32:50] Examples of digital transformation 

[38:36] How to begin digital transformation in portfolio of companies

[45:19] Notable attributes of top-performing individual

[47:08] Qualities to look for in a digital transformation expert or team

[52:02] Bruce’s learning resources



Resources

The Private Equity Digital Operating Partner

IoT Inc

Digital Operating Partners Website

Bruce’s Email

The Private Equity Digital Transformation Show
 
 
 

Thank you for tuning in!

 

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com

Laith Murad on Strategies That Work for Chief Marketing Officers09 Mar 202100:49:28

                                       Private Equity Podcast

 

Today's Guest

Today we welcome Laith Murad, an experienced Chief Marketing Officer, having worked for small equity-backed companies right up to being a vice president with Yahoo. 

 

What You'll Learn

The relationship between marketing and business success

How to beat your competition using SEO

Why emotions and human behavior are essential to every marketing campaign

Why data doesn't always work in marketing

How to determine your target audience

How influencers have evolved from the '90s up to now

 

Breakdown

[00:54] Getting to know Laith Murad

[04:02] The Biggest marketing mistakes most companies make

[06:01] Defining marketing from a CEO's perspective

[10:50] How companies with limited resources can stand out from the crowd

[17:10] Parts of a business that influence effective marketing strategies 

[21:58] Data that guarantees effective marketing campaigns

[28:01] Notable attributes of top-performing individual

[33:35] What Lath likes and dislikes about private equity

[39:19] Marketing for beginners

 

Resources

Laith's LinkedIn

 

Thank you for tuning in!

 

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com

Greg Gille on How Private Equity Firms Fuel Top Tier Value Creation23 Feb 202101:03:15

Today's Guest

Today we welcome Greg Gille, the chief editor of Unquote, a European public equity publication that focuses on financial markets across Europe from a data viewpoint. Gille is also the chair of the judging panel for the British Private Equity Awards. 

What You'll Learn

 How private equity firms create value

Why consistency is key in value creation

What makes a successful private equity firm

Why most finance people detest private equity

How cumulative mistakes have the potential of sinking a business

How private equity firms attract top talents 

The link between diversity and thriving workplaces

Breakdown

[00:40] Who is Greg Gille

[03:47] The main thing judges look out for during the British Private Equity Awards

[09:06] What is value creation

[13:48] Cumulative areas where private equity firms are struggling with

[20:40] Why sticking to a working strategy can be a good thing

[25:03] The relationship between private equity firms and the media

[33:41] How private equity firms stand out in the financial sector

[40:39] Things that Greg likes and dislikes about the industry

[53:20] Greg's influences and what he's reading now

[58:40] Greg's advice to his 20-year-old self

Resources

Greg Gille’s LinkedIn

Unquote.com

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com

Carol Crick on Why Trusting Your Private Equity Firm is Key to Success as a Portfolio Company09 Feb 202100:29:36

Today's Guest

Today we welcome Carol Crick, Vice President of HR at Acorn Growth Companies, a middle market Private Equity firm focused on aerospace, defence and intelligence.  Acorn invests in operating companies that strive to enhance global mobility, protect national interests, and develop next-generation intelligence gathering technology. 

Prior to joining Acorn, she spent years mentoring and leading teams to build corporate HR departments, and assisted multiple companies to grow both organically and strategically. As director of Human Resources for Select Energy Services, Carol was instrumental in leading a strategic expansion of growth from 1000 employees to more than 6,200 over a 4-year period.

Carol graduated from Central Texas College with a bachelor’s degree in Business Administration. She served many years on the Lake Dallas ISD School Board of Trustees, currently sits on the Aerospace Employer Advisory Board for COWIB and is very active at Woodland Hills Baptist Church.


 What’s in this episode?

In today’s episode Carol talks about her responsibilities as VP of HR and her experience partnering with business owners

What you'll learn

·         Why trusting your Private Equity firm is key to success as a Portfolio Company

·         The similarities between a HR role and an Operating Partner role

·         Why talent is vital when making add-on acquisitions 

Breakdown

01:45 - Managing the difference between working for an Operating business to working for a Private Equity firm

02:44 - What are the biggest mistakes PE firms and Portfolio companies are making right now

06:47 - What does HR do outside of the usual hiring/firing

09:22 - What are the key challenges facing portfolio companies right now?

11:47 - Biggest challenges when purchasing and integrating new portfolio companies

15:29 - What do you like and dislike about the Private Equity Industry

19:15 - 3 qualities of a top performer

21:50 - What are your influences

23:27 - Have you even been blindsided and what did you learn from it?

24:30 - What advice would you give to your 20 year old self?

Resources

https://www.linkedin.com/in/carol-crick-ab9b634/

https://acorngrowthcompanies.com/

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com

Greg Bloom on Growing a Successful Aerospace & Defence Company and his Predictions for the Future of the Industry26 Jan 202100:45:00

Today's Guest

Today we welcome Greg Bloom, an experienced private equity backed operating partner and CEO experienced in the aerospace, defence and intelligence sector. Greg is possibly one of the most connected people I know in the A&D world and has a stellar track record of growing companies.   

Starting his career in Investment Banking, Greg spent his early career working for Prudential Securities in both Los Angeles and New York.

Greg then spent the next 10 years working for various different companies before joining Seal Science in 2002. 

Being hugely impacted by the 9/11 terror attacks, Greg was instrumental is driving the company to become a military and aerospace support organisation and developed Seal Science into one of the top companies in Signature Management (stealth technologies).

Greg made the move the Private Equity in 2019 and now works closely with Acorn’s Aerospace and Defence portfolio companies. 

What’s in this episode?

In today’s episode Greg talks all about his experience working in the Aerospace and Defence industry and gives his predictions for the future. 

What you'll learn

·         Why now is the best time to look at your portfolio of talent

·         Why fleets and A&D companies need to diversify towards environmentally friendly aircraft

·         Why you need to make decisions quickly in your company

·         Why you should be willing to serve

Breakdown

3:47 - What are the differences working for non PE backed companies to working in a PE company now

5:46 - What are the biggest mistakes PE firms and Portfolio companies are making right now

9:15 - Greg talks about his time leading Seal science and 7x the revenue

11:55 - What should Aerospace and Defence companies be doing in the current climate

15:12 - What is the biggest area for growth in the A&D area right now?

20:10 - What three attributes makes a top performer

28:25 - What do you like and dislike about the Private Equity Industry

33:08 - What are your influences

36:00 - Have you even been blindsided and what did you learn from it?

39:50 - What advice would you give to your 20 year old self?

Resources

https://www.linkedin.com/in/gbloom/

https://acorngrowthcompanies.com/

http://sealscience.com/

https://www.anduril.com/

 

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com

Marc Prine on How Industrial-Organisational Psychology Can Help You Unlock the Best Talent for Your Business12 Jan 202100:46:02

Today's Guest

Today we welcome Marc Prine, an industrial-organisational psychologist working with Private Equity clients in the US to improve their performance by using data to better manage their people.

What’s in this episode?

In today’s episode Marc explains how he helps his clients secure the talent that is right for them, using a mixture of executive assessment and selection, succession planning, job analysis and business process improvement. 

What you'll learn

What exactly is an industrial/organisational psychologist

Why experience in an industry doesn’t always translate to success in the job

Why you need to think about where you want to go before hiring talent

What is the 'locus of control'

Why instant gratification could kill your career

Why optimism is a key factor in great leadership

Breakdown

6:46 - What one mistake do you see PE firms or Portfolio Companies making

10:20 - The two main duties of an organisational psychologist

14:45 - What PE firms can learn from working with an organisational psychologist

18:40 - The difference between a controller and a CFO

20:44 - How do you measure if someone can create strategic value?

23:07 - The three attributes of a top performer

32:14 - What do you like and dislike about Private Equity

35:20 - Marc’s influences and what he’s reading right now

38:20 - A time Marc was blindsided and what he learned from it

41:25 - What advice would you give your 20 year old self

Resources

https://www.linkedin.com/in/marcprine/

https://www.mipconsultingllc.com/

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com

Paul McCluskey on Exits and Building a Successful CRO Business29 Dec 202001:00:40

Today's Guest

Today we welcome Paul McCluskey, an experienced Private Equity board director with a record of creating significant shareholder value and delivering strategic growth.  

Originally qualifying with KPMG as a Chartered Accountant, Paul then moved into the FTSE 100 environment.

After selling one of the FTSE 100 businesses to an American business, Paul started on the Private Equity journey in 2007 when he was part of the MBO team that took Synexa life sciences private with Private Equity, successfully exiting at 3x investment value in 2011.

Later, in 2014, Paul was part of the MBI team that created Concept Life Sciences with support from Equistone Partners. 

He now works as a Consultant, advising business in the Life Sciences and Technology industries. 

What’s in this episode?

In today’s episode Paul discusses with Alex how he created Concept Life Sciences with a series of management buy-ins and the challenges he faced growing this business before ultimately exiting in 2018 for 3x ROI.

What you'll learn

  • Why talent is the key factor in success of a company
  • Why urgency could be the key different between working in a PE backed vs non PE backed company
  • Why finding your niche in the market is vital to success
  • Why you don’t need to have all the answers
  • Why you need to stick to your 100-day plan
  • Why you should be taking more risks earlier in your career

Breakdown

4:44 - What one mistake do you see PE firms or Portfolio Companies making

8:07 - Advice for CEO’s looking to enter the Private Equity world

14:26 - Paul discusses what it was like growing a business with a Private Equity sponsor and exiting

24:30 - The challenges Paul faced integrating multiple add-on business and making sure there were no culture clashes 

27:31 - Paul shares his biggest successes with Concept Life Sciences

30:06 - How can PE firms get more value from their Portfolio Companies 

32:44 - Advice for CEO’s wanting to take their business PE backed

35:45 - What three attributes make a top performer

38:59 - What Paul loves and hates about the PE industry

44:11 - Paul’s influences 

49:12 - Paul talks about a time he was blindsided and what he learned from it

55:55 - What advice would you give your 20 year old self

 Resources

https://www.linkedin.com/in/paul-mccluskey-3488b09a/

https://www.conceptlifesciences.com/

https://www.synexusclinic.co.uk/

https://www.equistonepe.com/

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com

Rick Brawn on Transitioning from Running Companies as CEO to Becoming an Operating Partner19 Nov 202000:47:25

Today's Guest

Today we welcome Rick Brawn, Operating Partner at GenNx360, an operationally focused Private Equity firm that invests in industrial and business service companies. 

After receiving his engineering degree from MIT, Rick joined Pratt and Whitney, an engine company part of United Technologies. 

He was with the company for 17 years, achieving his masters and MBA in engineering, holding various different positions and even moving to 6 different countries with his wife and 4 children to go where the company needed him.

5 years ago he made the transition to working for GenNx360 as Operating Partner and now lives in Florida.

What’s in this episode?

In today’s episode Rick explains how he transitioned from running companies as the former Managing Director of Rolls Royce and Pratt & Whitney, to working for a Private Equity firm as an Operating Partner and the steep learning curve that came with that transition.
 

What you'll learn

  • Why it’s vital for Portfolio Companies to fully understand the Investment thesis
  • What to do as a CEO if your firm is being acquired by Private Equity
  • What exactly is the role of Operating Partner
  • How Rick made the transition from being CEO to Operating Partner, never having worked in Private Equity before
  • The steep learning curve Rick experienced coming into the Private Equity industry
  • The best way to really learn more about PE
  • The main challenges Rick faces as an Operating Partner
  • Rick’s advice for anyone looking to make the move to an Operating Partner role


 Breakdown

2:36 - What one mistake do you see PE firms or Portfolio Companies making

4:03 - Advice for a CEO of a business being acquired by a PE firm

6:04 - How do you define the role of Operating Partner

8:04 - How involved in the deal process are Operating Partners?

10:29 - How Rick transitioned from running companies as MD/CEO to working for the PE firm as Operating Partner

18:39 - Main challenges faced as an Operating Partner

20:12 - What advice would you give someone looking to make the move to Operating Partner

27:00 - The three attributes that make a top performing executive

32:08 - Rick’s likes and dislikes in the Private Equity industry

39:30 - Rick’s experience with being blindsided

42:17 - What advice would Rick give to his 20-year-old self?

Resources

https://www.linkedin.com/in/operatingpartner/

https://gennx360.com/team-info/rick-brawn

https://www.rolls-roycemotorcars.com/en_GB/home.html

https://prattwhitney.com/

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com

How To Due Diligence Your Most Important Asset in Private Equity With Dan Cremons04 Jun 202400:42:27

Welcome to The Private Equity Podcast! In this episode, host Alex Rawlings chats with Dan Cremons, Founder of Accelera Partners, and discusses the integration of human capital into Private Equity value creation, emphasizing proactive talent management. He shares insights on optimizing teams, strategic hiring, and the significance of due diligence on leadership before acquisition. Cremons stresses learning from hiring mistakes, recognizing biases, and evolving human capital practices. He advocates for nuanced talent assessment, including development and coaching. Resources influencing his approach to value creation and human capital in private equity are also shared.

Breakdown:

[00:00] Introduction to the concept of surgically approaching value creation.
[00:18] Discussion on common hiring mistakes rooted in cognitive biases.
[00:30] Introduction of Dan Cremons, founder of Accelera Partners, and an overview of his background in Private Equity.
[00:59] The focus shifts to the importance of talent, hiring processes, due diligence, and the use of scorecards.
[01:29] Dan Cremons shares his journey from finance to Private Equity and founding Accelera Partners.
[02:56] Key mistake Private Equity firms make: a reactive approach to value creation.
[04:22] The evolving importance of proactive value creation in a competitive Private Equity space.
[05:21] Explanation of value creation and its fundamental meaning.
[07:16] The critical role of people in driving value creation.
[09:12] Introduction to people planning and its importance.
[13:20] The ongoing process of aligning talent with the company's evolving needs
[17:38] Discussion on the iterative effort of people planning throughout an investment.
[20:02] Personal reflections on learning from hiring mistakes.
[23:42] The evolution of human capital practices in Private Equity.
[27:02] Importance of professional training in interviewing and hiring.
[30:44] Due diligence on portfolio companies' executive teams pre-acquisition.
[34:03] The broader scope of organizational due diligence, including leadership, talent, culture, and capabilities.
[37:18] Dan Cremons shares his influences and recommended resources.

You can connect with Dan Cremons on LinkedIn by visiting his LinkedIn Page - Link to Dan Cremons' LinkedIn

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Victor Vescovo on Mountaineering, Deep Sea Explorations and Co-Founding a Private Equity Firm19 Nov 202000:36:55

Today's Guest

We’re extremely excited to welcome Victor Vescovo to the podcast today.

Victor is an American private equity investor, co-founder of Insight Equity, retired naval officer, and undersea explorer, being the first person to reach the deepest points of four of the Earth’s five oceans during the Five Deeps Expedition of 2018-2019.

In 2017, Vescovo became the 12th American to complete the “Explorers Grand Slam” which requires climbing the highest peak on all seven of the world’s continents, including Mt. Everest.

For more than 20 years, Vescovo served as an office in the U.S. Navy Reserve, retiring in 2014. He served at various times on extended active duty, including Pearl Harbor where he was posted after the 9/11 attacks as a counter-terrorism specialist. 

In the Private Equity world, he is cofounder and Managing Partner of Private Equity firm Insight Equity, an industrial buyout firm with over $1B AUM, where he focuses on growing and enhancing aerospace and defence firms.

What’s in this episode?

In today’s episode Victor chats with Alex about his experiences in mountaineering and undersea exploration and draws on the strong parallels between working in Private Equity and doing expeditions and military operations.
 
What you'll learn

  •  Why risk mitigation plays a vital role in both expeditions and Private Equity Investing
  • Why hesitating on decision making can kill your business
  • What Victor has drawn from his military background to influence his Private Equity firm today
  • The most painful decision Victor has ever had to make
  • What drove Victor to set up his current PE Firm, Insight Equity
  • How 9/11 changed his life
  • What makes some a great leader and top performer

Breakdown

4:40 - Why do some people take on more risk than others, in expeditions and in business?

8:45 - The biggest mistakes Victor sees people making in PE

10:16 - How Victor’s military background influences his decision making today

13:00 - Why Victor set up his PE Firm, Insight Equity

16:04 - Victor describes what was working in the military was like

17:30 - How to make partner in your firm

19:57 - Victor’s interpretation of what makes a great leader

22:34 - The makeup of a top performer

25:10 - Victor’s likes and dislikes in the Private Equity Industry

33:40 - what advice would you give to your 20 year old self

Resources

https://www.linkedin.com/in/victor-vescovo-4a130775/

https://fivedeeps.com/

https://www.ted.com/speakers/victor_vescovo

https://www.insightequity.com/

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com

The Private Equity Podcast teaser18 Nov 202000:02:29

Introducing The Private Equity Podcast, hosted by Alex Rawlings.

Over the coming episodes Alex will be interviewing the leading experts working in the Private Equity industry, unlocking their secrets of success to share with you. 

Discover how some of the top private equity professionals got into Private Equity, how they rose to success and learn about some of the mistakes they made along the way. 

Alex has strong connections to the Private Equity industry through his executive search firm, Raw Selection, which specialises in working with Private Equity firms and their portfolio companies across Europe and North America. Alex is straight talking and to the point and aims to unlock real gold you can build into your firm or portfolio companies.

How Private Equity Firms Can Engage Owners & Founders to Secure the Deal with Chris Parisi28 May 202400:29:48

Welcome to The Private Equity Podcast! In this episode, host Alex Rawlings engages with Chris Parisi, a partner at Carl Marks Advisors, to discuss how Private Equity firms can more effectively engage with business owners and founders to secure successful deals. Parisi shares insights from his extensive experience in middle-market investment banking, focusing on the nuances of working with family-owned and privately held businesses.

He emphasizes the importance of understanding and respecting the unique challenges these businesses face, such as customer concentration and the need for a cultural fit beyond mere financial valuation. Throughout the discussion, Parisi offers advice on building trust with business owners, the current and future M&A outlook, and how Private Equity firms can adapt their strategies to ensure mutual success in acquisitions.

Breakdown:

[00:00] Alex Rawlings introduces the Raw Selection Private Equity Podcast, welcoming Chris Parisi to discuss Private Equity strategies.
[00:12] Chris traces his career from Ernst & Young to the Blackstone Group and his current role at Carl Marks Advisors.
[01:12] Insight into Chris's career shifts and his significant move to Blackstone Group.[01:42] Chris discusses the evolution of fund sizes he has managed, from his early career to present multi-billion dollar funds.
[02:12] He explains his academic and professional journey in middle market investment banking post-MBA from Northwestern.
[02:42] Overview of Carl Marks Advisors' focus on middle market M&A and family-owned businesses.
[03:09] Chris highlights challenges like customer concentration in family-owned business M&A.
[04:04] Insights on how Private Equity firms may miss opportunities by strictly adhering to their investment criteria.
[05:30] Emphasis on the importance of recognizing management team strengths in investment strategies.
[05:59] Discussion on the 2024 middle market M&A outlook, considering interest rates and earnings visibility.
[07:56] Predictions of increased deal flow activity in late 2024 and 2025 due to more predictable earnings.
[09:50] How Private Equity firms can build acquisition confidence through predictable financial projections.
[10:46] Factors influencing the shallow M&A market of 2023, including COVID-19 and supply chain issues.
[14:18] Chris discusses the need for strategic adjustments in supply chain management post-pandemic.
[17:15] Insights into why family business owners decide to sell, driven by personal motivations and life events.
[18:14] What business owners seek in Private Equity firms beyond financials, like cultural fit and growth plans.
[21:09] Effective engagement strategies for Private Equity firms with business owners during acquisitions.
[25:30] Chris shares his personal influences and recommended readings.
[28:27] Closing remarks and contact information for Chris Parisi for further M&A insights.

To connect with Chris, you can visit his LinkedIn profile at Chris Parisi LinkedIn

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

What The Best Private Equity Firms Are Doing To Attract Capital With Rocío Heres21 May 202400:29:05

Welcome to The Private Equity Podcast! In this episode, host Alex Rawlings speaks with Rocío Heres, Partner at AltamarCam Partners and discusses the competitive nature of capital raising in Private Equity, stressing the value of talent development and succession planning for long-term success. She highlights the shift towards specialization in the industry and the importance of aligning with LP expectations in fundraising efforts. Rocío shares insights from her international career and addresses the balance between professional success and personal life, advocating for increased female representation in Private Equity. Contact details for further conversations with Rocío are also provided.

Breakdown:

[00:00] The competitive landscape for capital in Private Equity is discussed.
[00:16] Rocío Heres, a partner at AltamarCam Partners, is introduced. The episode promises insights on strategies to attract more capital and women into Private Equity, career advice, and more.
[01:14] Rocío shares her background, highlighting her role in Private Equity investments in North America.
[02:07] The common mistake of Private Equity firms taking their people for granted is discussed, emphasizing the importance of fostering a family-like environment and career growth.
[03:05] The necessity for clear succession planning and career path development within private equity firms to ensure long-term success.
[04:29] Rocío talks about observing the evolution of Private Equity firms and the importance of stable, process-oriented firms that focus on repeatable and understandable processes.
[07:21] The challenges and opportunities in a competitive capital market are discussed. Rocío emphasizes the importance of sticking to core investment strategies and learning from various Private Equity firms.
[10:34] The trend towards specialization within Private Equity firms is noted, including sector-focused and generalist firms developing expertise in specific areas.
[13:41] Rocío comments on the changing fundraising landscape and the increasing effort by Private Equity firms to understand LP needs.
[17:21] The benefits of having an international career and Rocío's experiences working in different countries are shared.
[20:07] Cultural differences and the welcoming nature of the North American market are discussed.
[22:29] Rocío talks about her influences, focusing on staying updated with market trends and developments, especially in the secondary market.
[24:24] Addressing the gender gap in Private Equity, Rocío emphasizes the possibility of balancing a successful career and family life within the industry.
[28:05] Contact information for Rocío is provided, encouraging listeners to reach out for advice or discussion.

You can connect with Rocio Heres on LinkedIn by visiting her LinkedIn Page here.

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Creating the Gold Standard in Hiring and People Development For Your Private Equity Firm with Sam Adams14 May 202400:46:01

Welcome to The Private Equity Podcast! In this episode, we are joined by Sam Adams, Managing Director of Talent at Berkshire Partners. Sam shares invaluable insights into the importance of talent development and hiring beyond the conventional Private Equity norms. Discover Berkshire Partners' innovative approaches to nurturing talent, their unique selection processes, and the impact these strategies have on their overall success. Sam also discusses the cultural elements that support growth within a Private Equity firm and the unconventional paths to hiring that have proven effective. Stay tuned as we dive deep into how Berkshire Partners sets the gold standard in people development.

Breakdown:

[00:00] Introduction to Sam Adams and the focus of the podcast on advanced talent management practices in Private Equity.
[00:28] Overview of Berkshire Partners' innovative approaches to talent development and hiring.
[01:57] Sam shares her unique journey from advertising to becoming the head of talent at Berkshire Partners.
[04:44] Discussion on common mistakes Private Equity firms make in talent assessment and how Berkshire addresses these challenges.
[07:04] In-depth look at how Berkshire develops its talents, including the training and mentorship programs available.
[10:48] Sam discusses the structured mentorship and the robust performance review processes at Berkshire.
[14:08] Influence of firm culture on talent development and the integration of functional experts within deal teams.
[18:00] Details on the managing director development process and feedback mechanisms used at Berkshire.
[22:12] Sam emphasizes the importance of getting the hiring process right to ensure smooth operations and development within the firm.
[28:49] Recent changes and improvements in Berkshire's selection process based on lessons learned.
[33:00] Further discussion on the non-predictive nature of traditional educational scores in hiring.
[38:16] Explanation of Berkshire’s comprehensive approach to building internal infrastructure to support its operations and investment strategies.
[42:00] Exploration of the firm's cultural emphasis on talent and the historical roots of this focus.
[45:22] Closing remarks and thanks to Sam for her insights.


To connect with Sam, you can visit her LinkedIn profile here.

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

The Tools To Increase Your Exit Multiples - The Playbook Series With Carl Cox07 May 202400:32:42

Welcome to The Private Equity Podcast! This is the first episode in The Playbook Series. In this episode, host Alex Rawlings speaks with Carl Cox, the CEO of 40 Strategy. Carl shares insights on increasing exit multiples for private equity investments. Highlighting the gap in data-driven strategy, Cox introduces a software tool for strategic planning that focuses on business improvements to positively impact exit multiples. He emphasizes the importance of reducing business risks and enhancing sales processes as key strategies. The discussion also explores the role of leading indicators in driving growth.

Breakdown:

[00:00] Carl Cox emphasizes the irony of businesses claiming to be data-driven except in strategy and discusses the importance of focusing on strategy to enhance exit multiples.
[01:02] Introduction to the Playbook series podcast with Carl Cox, focusing on actionable insights for Private Equity firms and their portfolio companies.
[01:52] Carl Cox shares insights on leading strategy over business operations to maximize EBITDA and increase exit multiples by focusing on business rather than in-business activities.
[02:48] Examples of strategies to reduce business risks and increase exit multiples, including diversifying customer concentration and building a capable senior team.
[04:16] Introduction of a new software tool that Carl Cox describes as the "holy grail" for strategic planning, offering the ability to prioritize and monetize areas of improvement to impact exit multiples directly.
[07:06] Discussion on the challenges of choosing what business aspects to work on and how the new software can focus efforts on what will move the needle the most.
[10:19] The conversation shifts towards the importance of reducing business risks and improving sales management processes as critical factors in increasing a company's multiple.
[12:38] Carl Cox outlines common issues in portfolio companies, such as poor sales management, and suggests focusing on leading indicators to drive significant improvements.
[15:05] The concept of leading indicators is explored further with an example from a school district, illustrating how identifying and tracking the right metrics can lead to substantial business growth.
[18:19] Discussion on the negotiation process in Private Equity deals and how identifying and addressing risk areas can lead to better exit multiples.
[20:28] Carl Cox talks about the need for businesses to have a clear focus on key areas that can increase multiples, emphasizing the importance of sales management and risk reduction.
[23:23] The benefits of implementing strategies focused on key leading indicators and ensuring a customer-centric approach to business improvements.
[27:50] Carl Cox offers listeners a special opportunity to receive a free signed copy of his book for US-based listeners and mentions where others can find the book online.
[32:03] Closing remarks, thanking Carl Cox for his insights into improving exit multiples and the role of strategic planning in value creation.

You can connect with Carl Cox on LinkedIn by visiting his LinkedIn Page.

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

The Opportunity in Micro Cap Investing And The Importance of Playbooks With Javar Avery30 Apr 202400:30:05

Welcome to The Private Equity Podcast! In this episode, host Alex Rawlings talks with Javar Avery, President at Sun and Moon Capital. They delve into micro-cap investing's potential and the essential role of operational playbooks. Avery discusses the rationale behind focusing on smaller, often overlooked companies, detailing the importance of detailed due diligence and strategic deal-making. He highlights overcoming key risks, like key man risk, and maintaining owner engagement for success. The episode also touches on Avery's influences and reading recommendations, offering insights into effective strategies for micro-cap investment growth.

Breakdown:

[00:00] Javar Avery discusses the potential of investing in micro-cap companies and wonders why larger firms aren't more active in this space.
[00:15] The focus is on market competition, management, and team evaluation, introducing governance playbooks for strategic guidance.
[00:37] Introduction to Javar Avery and Sun and Moon Capital's focus on microcap investing, targeting companies with $1 million to $2 million of EBITDA.
[01:07] Exploring the opportunities and challenges in microcap investing, and Avery's emphasis on the use of playbooks for business implementation.
[01:37] Avery provides a brief overview of his background, his role at Sun and Moon Capital, and his personal life.
[02:59] Discussion on common mistakes in Private Equity and the necessity for having a clear rationale and strategy for deals.
[03:26] Avery shares an experience with a deal that lacked rationale and emphasizes the importance of having a structured due diligence process.
[04:47] The significance of playbooks in overcoming integration challenges and maintaining structured operations post-acquisition.
[06:35] Avery discusses his interest in micro-cap investing, influenced by recognizing the potential value and challenges in smaller businesses.
[08:30] Reasons behind choosing micro-cap investing include less competition, potential for significant value addition, and the unique challenges of smaller businesses.
[12:46] Details on Sun and Moon Capital's due diligence process, tailored to their investment rationale and focused on commercial, financial, and management evaluations.
[15:12] The ECE strategy used by Sun and Moon Capital to provide operational support without running the companies directly.
[17:06] Key risk factors in micro-cap investing, such as key man risk and concentration risks, and strategies to mitigate these risks including retaining skin in the game for owners.
[19:34] Avery shares his reading interests, emphasizing autobiographies, business insights from books like "Moneyball," and his passion for learning outside his expertise.
[23:32] Recommendations for books and influences, highlighting the importance of different perspectives and personal development.
[28:14] Contact information for Javar Avery and an invitation for listeners interested in learning more or seeking investment opportunities to reach out.
[29:10] Closing remarks, thanking Javar Avery for his insights into micro-cap investing and the critical role of operational playbooks.

You can connect with Javar Avery on LinkedIn by visiting his LinkedIn Page.

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Refining Your Investment Focus for Enhanced Deal Flow and Climate Crisis Mitigation with James Mackey23 Apr 202400:29:21

Welcome to The Private Equity Podcast! In this episode, host Alex Rawlings talks with James Mackey, the Managing Director of Climate Investment. They discuss the advantages of a focused investment strategy for boosting deal flow and addressing the climate crisis. James highlights the importance of precise investment criteria in attracting impactful projects, especially in hard-to-abate sectors like heavy industry and transportation. He stresses the need for realistic assessments and data-driven decisions to scale investments effectively. The conversation offers key insights for investors aiming to contribute significantly to environmental sustainability through disciplined investment approaches.

Breakdown:

[00:00] James Mackey discusses deal flow and the selective nature of investments under Climate Investment's focused mandate.
[00:17] Highlighting how specific criteria and investment goals can increase deal flow, contrary to the belief it might limit opportunities.
[00:43] Shifting to the role of private equity and venture capital in addressing climate change through strategic investments in critical sectors.
[01:13] Introduction to James Mackey and his role at Climate Investment
[02:12] Mackey outlines his background and Climate Investment's mission for strategic decarbonization investments.
[03:07] Detailing Climate Investment's focus on sectors with high carbon footprints and the challenges in attracting necessary capital.
[04:07] Emphasizing the scale of impact and the targeted carbon reduction goals of their investments.
[05:05] Discussing the Oil and Gas Climate Initiative's evolution and its broader mission beyond the oil and gas sector.
[06:02] Exploring the engagement model with LPs and the success of pilot programs and commercial orders for portfolio companies.
[06:54] Addressing common mistakes in underestimating execution challenges and the importance of realistic goals.
[08:19] The necessity of data-driven approaches and asking critical questions to evaluate investment potential.
[09:18] Highlighting the importance of being data-driven in understanding the potential for disruption.
[12:08] The challenges in finding investments with significant carbon impact and the stringent selection criteria.
[14:33] Example of evaluating a plastics recycling business and its difficulty in meeting carbon impact requirements.
[16:28] Discussing Climate Investment's strict investment model, driven by clear focus and robust deal flow.
[19:24] On the current capital flow towards climate improvement and the need for more targeted investment in neglected sectors.
[22:20] Highlighting the mismatch between capital flow and emission sources, stressing the need for catalytic capital in emerging sectors.
[25:13] Discussing investment horizons, compensation models, and incentives for directing capital towards impactful solutions.
[26:11] Mackey shares his approach to staying informed through diverse news sources and listening to inspirational podcasts.
[28:04] Providing contact information for James Mackey for investment proposals or inquiries.

You can connect with James Mackey on LinkedIn by visiting his LinkedIn Page.

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Investing In Real Assets And The Electric Transportation Revolution With Reuben Munger16 Apr 202400:29:17

Welcome to The Private Equity Podcast! In this episode, host Alex Rawlings chats with Reuben Munger of Vision Ridge Partners about the intersection of Private Equity and sustainable investments, focusing on the electric transportation revolution. Munger, a pioneer in sustainable real assets, shares insights into transitioning from hedge funds to Private Equity with a sustainability lens, and the impact of electric vehicles and infrastructure on the environment and investment returns. Dive into this engaging discussion on how Vision Ridge Partners is leading the charge in sustainable investments, shaping a greener future through strategic, impactful projects.

Breakdown:

[00:00] Definition and focus on Vision Ridge Partners’ approach to investing in sustainable real assets.
[00:15] Discussion on building and owning charging systems, operating electric fleets, and the firm's role in sustainable investing.
[00:43] Insight into the focus on vehicle electrification, niche specialization in private equity, and the broad appeal of narrowing focus.
[01:09] Munger shares his journey from the hedge fund industry to private equity focusing on sustainability, managing over $3 billion across various sectors.
[01:39] Munger discusses the motivation behind the shift and the value of active ownership and sector-specific knowledge in private equity.
[03:02] Discussion on the need for infrastructure and real assets to become more sustainable, focusing on efficiency and lower resource intensity.
[04:29] Vision Ridge’s approach to investing in assets with a sustainable edge and the transition from "gray to green."
[06:40] How sustainability shapes Vision Ridge's investment strategy and decision-making process.
[07:39] Differences in sustainability mindsets between Europe and North America and how it affects investment strategies.
[10:05] Discussing unexpected opportunities and challenges in portfolio companies, emphasizing agility and innovation.
[11:55] How Vision Ridge’s focused approach has benefited the firm in terms of differentiation, expertise, and deal flow.
[16:18] Discussion on electrification in the transportation sector, including commercial vehicles and the impact on sustainability.
[21:38] Alex Rawlings mentions Raw Selection's role in private equity executive search and salary surveys.
[22:08] Insights into the transition towards electric ferries and the challenges of electrifying longer maritime routes.
[23:59] Exploration of competition and collaboration in the electrification of commercial vehicles.
[25:55] Munger shares his recommendations for podcasts, books, and resources that inspire him in the field of sustainable investing.
[28:51] Closing remarks and how to contact Reuben Munger for further discussion on sustainable real assets and electrification.

You can connect with Reuben Munger on LinkedIn by visiting his LinkedIn Page.

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Founding and Managing a Private Equity Firm, Highs and Lows with Brad Nathan - Playbook Series 13 Aug 202400:45:59

Welcome to the Private Equity Podcast! In this episode, Alex Rawlings welcomes back Brad Nathan, a seasoned private equity firm founder, to dive into the intricacies of starting and managing a PE firm. Brad shares first-hand experiences, detailing the triumphs and tribulations he's encountered and offering a comprehensive guide for navigating the competitive private equity landscape.

Episode Timestamps:

[00:00] Introduction of today’s topic and guest, Brad Nathan.

[01:15] Exploration of Brad’s early career and the motivations behind starting his private equity firm.

[03:30] Challenges faced during the initial setup of the firm, including capital raising and team assembly.

[06:45] Strategies Brad implemented to overcome initial failures and secure the firm’s first successful deals.

[10:20] Key decisions and strategies that fueled the firm’s growth and expansion.

[13:50] Insights into the recruitment, culture building, and leadership styles vital for a successful PE firm.

[18:30] Stories of the highest highs and lowest lows in managing the firm.

[22:10] The most valuable lessons learned throughout Brad’s career and advice to aspiring private equity firm founders.

[25:40] Predictions on emerging trends and the evolution of the private equity industry.

[29:00] Listener Q&A session with Brad on specific challenges and advice on various scenarios in private equity.

[33:15] Summary of key insights shared by Brad and closing remarks.

 You can connect with Brad Nathan on LinkedIn by visiting his profile here

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

What Europe and the US can learn from each other on ESG with Gwen Colin09 Apr 202400:31:03

Welcome to The Private Equity Podcast! In this episode, we delve into the world of ESG in infrastructure investment with Gwen Colin, ESG Director at Vauban Infrastructure Partners. Gwen shares insights on the differences between ESG practices in the US and Europe, the challenges of implementing ESG strategies, and the impact of long-term investment on sustainable growth. Discover actionable ESG strategies, learn from Gwen's journey, and explore how to integrate sustainability into your investment approach. Join us for a deep dive into making ESG a pivotal part of your business strategy.

Breakdown:

[00:00] Introduction to Gwen Colin and the focus on ESG within infrastructure across the US and Europe.

[01:04] Gwen shares her background, emphasizing her shift from legal advisor to leading ESG initiatives.

[02:04] Discussion on common ESG implementation mistakes and the importance of a long-term perspective in asset management.

[04:24] Insights into the governance differences between the US and Europe in ESG practices.

[08:39] The rationale behind Vauban's long-term investment strategy and its impact on ESG.

[14:24] Successful ESG strategies in portfolio companies, focusing on decarbonization and community impact.

[19:58] Gwen's personal influences, recommending "What We Owe Each Other" by Minouche Shafik for broader learning.

[22:21] Closing thoughts on the importance of ESG in infrastructure and a thank you to listeners for their continued support.


You can connect with Gwen Colin on LinkedIn by visiting her LinkedIn Page.

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

How to drive portfolio EBITDA via ESG with General Atlantic's Global Head, Cornelia Gomez02 Apr 202400:47:50

Welcome to The Private Equity Podcast! In this episode we dive into the world of ESG with Cornelia Gomez, Global Head of ESG and Sustainability at General Atlantic. Cornelia brings a wealth of experience, sharing how to seamlessly integrate ESG into Private Equity, enhance business growth, and navigate sustainability challenges. Discover actionable ESG strategies that drive value and prepare companies for a sustainable future. 

Breakdown: 

[00:00] Introduction to Cornelia Gomez's background and role at General Atlantic.

[00:33] The conversation focuses on the unique challenges of implementing ESG strategies in growth equity firms compared to later-stage companies, emphasizing the importance of tailored approaches for hyper-growth companies.

[01:30] Cornelia shares her personal and professional background, underscoring her dedication to leveraging business as a force for addressing global challenges such as modern slavery, rising inequalities, and climate change.

[02:25] Insights into Cornelia's career journey, from working on supply chain sustainability in Asia to leading ESG initiatives in the Private Equity sector.

[03:55] Discussion on common mistakes made by Private Equity firms and portfolio companies in ESG, particularly the neglect of governance aspects, and strategies to enhance governance practices.

[05:22] Cornelia addresses the need for comprehensive governance in ESG initiatives, including board governance quality and oversight on sustainability risks and opportunities.

[06:42] Highlighting the gap between executive teams and boards in terms of ESG awareness and training, suggesting a need for more direct communication and education on ESG issues at the board level.

[09:52] The conversation shifts to strategies for effectively communicating ESG principles within companies, emphasizing the importance of aligning ESG discussions with executive interests and operational realities.

[11:33] Cornelia discusses her learning curve at General Atlantic, the importance of scalable ESG initiatives, and the focus on data-driven approaches to engage portfolio companies in meaningful ESG actions.

[18:45] Insights into how General Atlantic integrates ESG considerations throughout the investment lifecycle, from due diligence to exit strategies.

[21:22] The strategy of using ESG playbooks and targeted engagement based on company clusters to address specific ESG challenges and opportunities within the portfolio.

[24:08] Cornelia shares examples of successful ESG engagements and the importance of coordinated efforts among PE firms, portfolio companies, and co-investors to achieve sustainability goals.

[30:45] Discussion on the concept of "gold standard" in ESG implementation, highlighting the need for actionable plans, robust governance, and continuous monitoring of ESG initiatives.

[38:02] Cornelia offers personal recommendations for podcasts, music, and activities that inspire her, along with the value she finds in mentoring and interacting with the next generation of leaders.

[41:54] The episode concludes with advice on reaching out to Cornelia for further discussion on ESG and other topics.

You can connect with Cornelia Gomez on LinkedIn by visiting her LinkedIn Page.

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Lessons From a Founder That All Private Equity and Portfolio Executives Need to Hear With Allan Draper26 Mar 202400:40:37

Welcome to The Private Equity Podcast! This episode provides valuable insights into the mindset and strategies of a successful entrepreneur who has founded and managed multiple businesses. Allan Draper's experiences offer lessons on leadership, the importance of delegation, and the value of aligning with passionate individuals, all crucial for Private Equity investors and portfolio executives aiming for growth and success.

Breakdown: 

[00:00] Introduction to Allan Draper's business portfolio, highlighting his principle of delegation and efficiency.

[00:28] Alex Rawlings explains the value Allan brings to the podcast, focusing on insights for PE investors and C-suite executives from a founder outside the PE space.

[01:52] Allan provides an overview of his entrepreneurial journey, emphasizing his role in assisting others to build their businesses and wealth.

[02:50 Discussion on the challenges and motivations behind starting and running multiple businesses, particularly the love for the startup phase.

[03:50] Allan shares his strategy for business growth, focusing on finding passionate people to run the businesses, enabling him to continue creating new ventures.

[05:19] The importance of hiring the right people and the difficulty in letting go of control.

[06:17] Allan advocates for the principle that 80% done by someone else is better than 100% done by oneself.

[08:12] Challenges in hiring executives and Allan's approach to identifying leaders who share his vision and passion.

[10:30] Advice for executives on leadership, highlighting transparency, vulnerability, and the importance of taking care of employees.

[11:27] Allan's insights on igniting passion and drive within an organization, emphasizing accountability, autonomy, and recognition.

[14:18] Allan recounts the journey of scaling Proof Pest Control, from its challenges to achieving significant growth.

[17:12] Discussion on the role of acquisitions in scaling the business and the strategic choice between organic growth and acquisitions.

[18:39] Building a strong brand and the importance of consistency and faith in business success.

[20:34] Allan addresses the biggest challenges faced, including business partnerships and hiring the right personnel.

[22:59] Allan's perspective on motivations at work.

[27:20] Advice for chief executives on how to exude passion and engage like a business founder.

[29:48] Allan shares insights on engaging with PE firms and the importance of personalized and informed approaches.

[32:13] The effective strategy forPE firms when approaching potential acquisitions, focusing on understanding and aligning with the seller's vision.

[35:58] The significance of ensuring continuity of service and customer care in acquisitions.

[37:26] Allan recommends influential books and resources for entrepreneurs and business leaders, including his own content platforms.

[39:22] Closing remarks, with Allan extending an offer for free consultations with entrepreneurs and expressing his passion for business mentorship.


You can connect with Allan Draper on LinkedIn by visiting his LinkedIn Page: Allan Draper LinkedIn

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Mastering investor discipline: Insights on avoiding key mistakes with Maria Pacella19 Mar 202400:26:38

Welcome to The Private Equity Podcast! In this episode, Alex Rawlings has an insightful conversation with Maria Pacella, Managing Partner of Pender Ventures. Maria tells us about the critical mistakes made by investors in Private Equity and Venture Capital, the essence of investor discipline, and valuable learnings from her extensive experience in the investment world.

Breakdown:
[00:00] Introduction to the episode's theme on investor discipline and key mistakes made by investors.
[00:51] Maria Pacella's introduction and background, detailing her journey from growing up on Vancouver Island to becoming a managing partner at Pender Ventures.[01:47] Maria discusses her career path from investment banking to venture capital, emphasizing her focus on technology businesses and her role in founding Pender Ventures.
[02:45] Discussion on common mistakes by private equity firms and venture capitals, focusing on the lack of discipline in investment decisions.
[03:41] Maria elaborates on how lack of discipline can impact fund and portfolio returns, including getting caught up in tech trends and issues with portfolio construction.
[04:41] Insight into maintaining discipline in investment decisions, including starting with a strong investment thesis and framework.
[05:40] The importance of a team with diverse backgrounds for challenging decisions and maintaining discipline.
[06:34] Mistakes observed on the portfolio side, particularly poor capital allocation during the high fundraising period of 2020-2021.
[07:23] The consequences of poor capital allocation, including high expectations for business growth and the current challenges faced by startups.
[08:22] Mention of Grata partnership and its role in improving proprietary deal flow and data access.
[09:22] Differences in investment evaluation between private equity and venture capital, focusing on unit economics and strategic multiples.
[10:17] Maria shares insights on identifying revolutionary technologies and markets, and the importance of future-looking scenarios in investment decisions.
[11:46] Attributes of successful portfolios, including founders' unfair knowledge and strategic capital allocation.
[13:16] Maria reflects on her 23 years of investing experience, highlighting lessons learned and the importance of looking for outliers.
[15:40] Discussion on humility, open-mindedness, and the necessity to challenge conventional patterns to find winning investments.
[17:07] Maria talks about the discipline required in investment, different backgrounds of successful VCs, and the significance of understanding tech trends.
[19:30] Attributes that make a good investor, including discipline, judgment of character, and humility.
[21:53] Balancing involvement and support in portfolio companies, emphasizing the role of individual relationships and guidance.
[24:15] Maria's influences and recommendations, including the Buffett Munger School of Investing and listening to various podcasts.
[26:03] Closing remarks, thanking Maria for her insights, and a reminder to listeners to subscribe to the podcast.

To connect with Maria Pacella, you can visit her LinkedIn page.

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Overcoming adversity to become a serial entrepreneur and successful investor, with Gregory Shepard.12 Mar 202400:38:18

Welcome to The Private Equity Podcast! In this insightful episode, host Alex Rawlings engages with Gregory Shepard, a distinguished entrepreneur, co-founder of BOSS Capital Partners, and a Forbes Books author. Shepard shares his remarkable journey from humble beginnings, growing up in a tent and facing challenges due to his neuro divergences, to becoming a serial entrepreneur with 14 liquidity events and multiple awards under his belt.

Breakdown:

[00:03] Gregory Shepard's Background: Gregory opens up about his challenging upbringing, living in a tent while building their house, and dealing with autism, dyslexia, synesthesia, and savant syndrome. Despite these obstacles, he went on to build and sell 12 companies, winning four Private Equity awards for transactions between $250 million and a billion.

[02:05] Entrepreneurial Journey and Achievements: Gregory discusses his role in significant transactions, including the consolidation of eBay enterprise companies, and his efforts to promote diversity in politics. He also highlights his work on Startup Science, a platform based on his research on why start-ups fail, and his upcoming book, "The Startup Lifecycle."

[03:32] Investment Philosophy and Private Equity Insights: Gregory shares his unique perspective on investment, emphasizing the importance of understanding both the founder's and the investor's viewpoints. He discusses common mistakes he sees in Private Equity, such as overvaluation and the failure to focus on real business fundamentals.

[09:47] BOSS Operating Support System: Shepard explains how his proprietary system and the StartupScience.io platform help educate founders and investors, improving the success rate of start-ups and investment returns.

[19:43] Dealing with Neurodivergence: Shepard speaks candidly about the challenges and advantages of his neurodivergence. He views his condition not as a hindrance but as a set of superpowers that have enabled him to see the world differently and achieve success.

[27:25] Altruistic Capitalism: Shepard introduces the concept of using capitalism for altruistic outcomes, such as environmental sustainability and inclusion, highlighting the potential for significant impact and profit.

[36:18] Closing: Contact information for Gregory and an invitation to engage further with the discussed topics.

To connect with Gregory Shepard, you can visit his LinkedIn Page: Gregory Shepard on LinkedIn.

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

The last podcast you ever need to listen to on the benefit of ESG with Jennifer Wilson05 Mar 202400:54:36

Welcome to The Private Equity Podcast! In this episode, we discuss ESG strategies with Jennifer Wilson, CEO of Re:Co. We delve into how ESG transcends compliance, becoming a catalyst for innovation, risk management, and increased profitability. Our conversation addresses the critical issue of greenwashing and regulatory scrutiny, underscoring the importance of aligning company values with genuine ESG initiatives.

We explore the integral role of ESG in the Private Equity cycle, showcasing success stories where ESG integration has led to operational excellence and customer satisfaction. This episode is not just a talk but a practical guide for embedding sustainable practices into the fabric of business, ensuring not only adherence to ethical standards but also securing a competitive edge in the evolving market landscape. Join us for a blueprint for successful, sustainable investing.

 
Breakdown:

[00:03] ESG Integration: Jennifer Wilson of Re:Co outlines how ESG contributes to value creation through five key areas: solving global problems, generating profit, reducing risks, lowering capital costs, and boosting employee engagement.

[00:31] ESG Success Factors: Jennifer highlights the significance of fully integrating ESG across portfolio companies without divulging specifics.

[00:46] Background: Introduction to Jennifer Wilson, her journey before Re:Co, including her roles in finance, strategy, and sustainability.

[01:52] Common ESG Mistakes: The major pitfall of viewing ESG merely as a compliance checklist and the importance of strategic integration.

[03:38] Value Creation: Discussion on embedding ESG into the core of value creation processes.

[08:25] ESG Evolution: Tracing the shift of ESG from an ancillary concern to a central strategy in private equity, particularly in Europe.

[12:12] ESG Metrics Challenges: Addressing the complexity of standardizing ESG metrics and the shift towards more mature sustainability reporting.

[17:04] Profit vs. Sustainability: Strategies for balancing profitability with ESG objectives.

[18:31] Implementing ESG Strategies: Starting points for firms aiming to introduce or enhance ESG strategies.

[22:14] ESG as a Differentiator: How ESG distinguishes firms in the competitive landscape.

[30:51] Success Stories: Sharing impactful ESG initiatives and their benefits without specific details.

[36:37] Data-Driven Processes: Mention of the partnership with Grata highlighting the role of data in private equity.

[38:15] ESG's Future: Predictions on ESG's growing role and its potential for firms committed to sustainable strategies.

[50:51] Learning Resources: Recommendations for deepening ESG knowledge, including the Financial Times' Moral Money newsletter and book compilations from The Future In Sound podcast.

[53:34] Closing: Contact information for Jennifer and an invitation to engage further with the discussed topics.

To connect with Jennifer Wilson, you can visit her LinkedIn Page.

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Boosting Employee Productivity and Exploring the ESOP Model in Private Equity with Daniel Goldstein27 Feb 202400:39:33

Welcome to The Private Equity Podcast! This episode dives into the transformative world of employee ownership, focusing on the Employee Stock Ownership Plan and how it can drive employee engagement and productivity. Guest Daniel Goldstein, former CEO of Folience and an advocate for employee ownership, shares insights into integrating ESOP within a private equity model, fostering workplace culture, and exploring partial ownership benefits.


Breakdown:

[00:00] Introduction: Welcome to the podcast and introduction of Daniel Goldstein.

[00:21] Exploring Employee Ownership: Discussion on the benefits of workplace culture improvement and the contrast between U.S. ESOPs and UK EOTs.

[01:13] Daniel Goldstein's Background: Overview of Goldstein's career and his approach to employee ownership within the Private Equity model.

[02:08] Employee Ownership as a Continuum: Insights into the relationship between family-owned businesses, employee-owned businesses, and Private Equity.

[03:33] Advantages of Employee Ownership: Benefits of aligning employee interests with company success.

[04:32] Folience's Unique Model: How Folience operates with a fully employee-owned Private Equity model.

[05:55] Growth and Diversification Strategy: The strategy behind acquiring businesses and integrating them into the Folience portfolio.

[07:50] Tax Efficiency and Ownership Structures: The tax benefits and strategic advantages of employee ownership models.

[08:49] Decision Making in an ESOP: Governance and decision-making within an ESOP structure.

[11:10] Shared Ownership and Transparency: The role of shared ownership in fostering workplace transparency and collaboration.

[13:29] Employee Engagement Without Full Ownership: Strategies to improve engagement without full employee ownership.

[14:27] Liquidity Events and Portfolio Company Sales: Effects on employee owners during liquidity events and sales.

[18:18] Implementing Partial Employee Ownership: The potential benefits of partial employee ownership.

[24:28] The Power of Incentivization: How financial incentives can drive employee productivity.

[32:29] The Silver Tsunami: Challenges and opportunities in the generational transfer of wealth and business ownership.

[37:16] Contacting Daniel Goldstein: Information for reaching out to Daniel for more discussion on employee ownership.

[38:59] Episode Conclusion: Summary and thanks to Daniel Goldstein, with a reminder on how to reach Raw Selection for hiring support.


To connect with Daniel Goldstein, you can visit his LinkedIn profile.

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Structured Equity Investing and Strategies for Value Creation with Josh Koplewicz20 Feb 202400:19:01

Introducing Josh Koplewicz

Josh Koplewicz is the founder and managing partner at Thayer Street Partners, a boutique private equity firm providing flexible growth capital to recurring revenue businesses in the financial services, real estate services, and business services sectors. Before founding Thayer Street, Josh was an investor at Goldman Sachs, where he invested across the capital structure in financial services and business services assets and companies.

What You Will Learn

  • Partnering with portfolio companies
  • Structured equity investments
  • Strategic investing and management 


Breakdown:

  • [00:00] - Introduction to the podcast and today's topic.
  • [00:45] - Alex Rawlings introduces the guest, Josh Koplewicz, and outlines his background in finance, particularly his experience with Goldman Sachs and in the Private Equity sector.
  • [02:10] - Josh shares his journey from joining Goldman Sachs to venturing into Private Equity, emphasizing the skills and insights he gained.
  • [04:30] - Discussion on the transition from investment banking to Private Equity, including the challenges and opportunities Josh encountered.
  • [07:15] - Josh delves into the nuances of investing in the services sector, highlighting key considerations for Private Equity investments.
  • [10:00] - The role of market analysis and due diligence in making successful investments, with Josh providing examples from his experience.
  • [12:20] - Strategies for value creation in Private Equity investments, according to Josh's approach and philosophy.
  • [15:40] - The impact of technology and innovation on the services sector and how it influences Private Equity investment strategies.
  • [18:25] - Josh offers advice for individuals looking to enter the Private Equity space, including essential skills and mindset.
  • [20:30] - Closing thoughts from Josh on the future of Private Equity investments in the services sector and potential growth areas.
  • [22:45] - Alex thanks Josh for his insights and wraps up the podcast, inviting listeners to engage with further discussions on social media and podcast platforms.

Partnering With Portfolio Management Teams

How do you partner with portfolio management teams? According to Josh, Partnering with portfolio management teams is not a one-size-fits-all approach. For them, they do a range of engagements with a portfolio company based on the level of ownership. If a company is a minority investor, they are helpful on both a periodic and situational basis. In many cases, they provide standard advice and stewardship and get involved in special projects around business development initiatives, key hires in finance and data analytics, strategic acquisitions, and financing.  Josh shares that in cases where a company has more material ownership, is engaged in a build-up or roll-up strategy, requires many smaller assets, or has customers who are subscribers, their teams are very hands-on. They partner with the company to engage in diligence and structuring and, in some cases, execute strategic MNA on their behalf. The partnership is entirely based on the needs and objectives of the company.


How to Contact Josh
Josh on LinkedIn
Thayerstreet.com​​

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out t

How Private Equity can use AI and the how behind digital transformation with Glenn Hopper13 Feb 202400:35:42

In this episode of The Private Equity Podcast, host Alex Rawlings, treats listeners to a deep dive into the realm of artificial intelligence within the Private Equity sphere. Joining Alex as this week's guest is Glenn Hopper, an expert in digital transformation with extensive experience in deploying AI solutions in Private Equity contexts.

Throughout the episode, Alex and Glenn explore how AI is reshaping the landscape of Private Equity, offering new avenues for growth, decision-making, and operational efficiency. Glenn shares his insights into the practical applications of AI, emphasizing the importance of understanding the intricacies behind digital transformation.


From leveraging AI algorithms to analyze vast datasets for investment opportunities to optimizing portfolio performance through predictive analytics, Glenn sheds light on the tangible benefits that AI brings to Private Equity firms. He also discusses the challenges and considerations involved in integrating AI technologies into existing workflows, offering valuable advice for firms looking to embark on their digital transformation journey.


Listeners gain a comprehensive understanding of how AI is revolutionizing the Private Equity industry, empowering firms to make more informed decisions, mitigate risks, and unlock new sources of value. Whether it's enhancing due diligence processes or identifying emerging market trends, Glenn demonstrates how AI can drive sustainable growth and competitive advantage in today's fast-paced environment.


Breakdown:

[00:00] - Introduction to the podcast and today's innovative topic, focusing on the intersection of Private Equity, AI, and digital transformation.

[00:45] - Alex Rawlings introduces guest Glenn Hopper, detailing his expertise in finance, technology, and his significant contributions to digital transformation within the Private Equity sector.

[02:00] - Glenn shares his journey into the world of finance and technology, highlighting the pivotal moments and the expertise he's developed in AI and digital transformation.

[04:30] - Exploring the integration of AI in Private Equity, Glenn discusses the initial challenges and the transformative opportunities that AI presents for the industry.

[07:15] - Glenn delves into specific examples of digital transformation in Private Equity, emphasizing the importance and impact of AI in analyzing and making investment decisions.

[10:00] - The role of data analytics and AI in due diligence processes, with Glenn providing insights from his extensive experience.

[12:20] - Strategies for leveraging technology to create value in Private Equity investments, through Glenn's analytical perspective and innovative approaches.

[15:40] - Discussion on the broader implications of technological advancements on the services sector and their significance for Private Equity investors.

[18:25] - Glenn offers practical advice for professionals aiming to integrate AI and digital transformation strategies within their investment practices.

[20:30] - Glenn's forward-looking views on the evolution of AI in Private Equity and the emerging trends that investors should be aware of.

[22:45] - Alex Rawlings concludes the podcast by thanking Glenn Hopper for his invaluable insights and encourages listeners to engage with the topic on social media and various podcast platforms.


To connect with Glenn Hopper and delve deeper into his expertise in digital transformation and AI in Private Equity, you can visit his LinkedIn profile: Glenn Hopper on LinkedIn

How Brian organically increased revenue by $50M and created $500M in EBITDA with Brian Cassady 06 Feb 202400:47:22

In a compelling episode of The Private Equity Podcast, host Alex Rawlings engages in a insightful conversation with industry veteran Brian Cassady. The focus of this episode is on Brian's exceptional achievement of organically increasing revenue by $50 million and creating an impressive $500 million in EBITDA.

Throughout the episode, Brian shares the strategic insights and transformative decisions that fueled this substantial growth. From innovative operational tactics to identifying and capitalizing on market trends, listeners gain a comprehensive understanding of the nuanced approaches that drove this remarkable success story within the Private Equity landscape.

Join host Alex Rawlings as he navigates through Brian Cassady's experiences, offering listeners a firsthand account of the challenges, triumphs, and strategic maneuvers that led to such substantial financial gains. This episode serves as a valuable resource for professionals and enthusiasts alike, providing actionable insights and inspiration for those looking to drive organic growth within the Private Equity sector.

Connect with Brian Cassady on LinkedIn to stay updated on his industry perspectives: Brian Cassady LinkedIn. For a deep dive into the world of Private Equity and a masterclass on driving organic revenue growth, tune in to this illuminating episode on The Private Equity Podcast.

Key Advice For Every PE-Backed Executive With Matt Sharrers06 Aug 202400:26:18

Welcome to the Private Equity Podcast! In this episode, we dive into the intricate dynamics of managing relationships between CEOs and private equity firms with our guest, Matt Sharrers, founder of ETJ Advisory. Matt shares his extensive experience and insights on how executives can effectively navigate the transition into private equity-backed roles, focusing on the critical aspects of cultural change, value creation, and team management.

[00:00] Welcome back to the Private Equity Podcast by Raw Selection. 

[00:59] Matt Sharrers discusses his background and current role at ETJ Advisory, including his past experiences with SBI and his diverse career path.

[01:28] Common errors by private equity firms and portfolio companies. Matt highlights the importance of understanding cultural impacts during CEO succession and aligning with private equity goals.

[01:57] Matt's book “The Second CEO” and its focus on helping new CEOs navigate the challenges of taking over from a founder and creating value.

[02:25] Advice on managing cultural shifts from a founder-led organization to a private equity-backed company.

[03:20] Strategies for defining and implementing new company culture effectively, including the role of top executives and culture champions.

[05:10] The importance of defining and communicating company culture and values. How to make culture an active mechanism in hiring, performance reviews, and onboarding.

[07:01] The role of the CEO in driving cultural change and the mistakes to avoid, such as deferring too much to private equity firms.

[09:56] Involving different levels of the organization in shaping culture and creating buy-in across the board.

[11:08] Challenges faced by first-time private equity-backed executives and the importance of understanding private equity models and support.

[13:08] Advice on balancing the information advantage of running the business with the guidance and input from private equity partners.

[15:34] Insights on how to approach value creation, with a focus on sustainable growth and the importance of a strong team.

[18:00] The necessity of adapting team composition as the company scales and evolves, including the need for new talent at different milestones.

[19:26] Advice on evaluating and developing talent within the organization to align with growth and value creation goals.

[23:20] When to make decisions about team changes and the importance of having the right team in place by mid-year two.

[24:20] Matt shares his reading and listening preferences, including books by Arthur Brooks, gratitude journaling, meditation, and sports interests.

[25:46] Alex thanks Matt for the insightful discussion on transitioning from founder-led to private equity-backed leadership.

 You can connect with Matt Sharrers on LinkedIn by visiting his profile here

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

How to improve your FP&A process with Paul Barnhurst30 Jan 202400:19:06

Introducing Paul Barnhurst
Paul Barnhurst (a.k.a. "The FP&A Guy") founded  FP&A Guy, a company that provides FP&A coaching and consulting services. Paul has 12+ years of professional experience across several industries, with a strong background in financial planning, financial modelling, report building, and business partnering. Paul is also a content creator, LinkedIn influencer, and host of "FP&A Today," one of the most popular FP&A podcasts, and is known for his deep understanding of the FP&A software planning space.

What You Will Learn
Strategies for enhancing the FP&A  processes
Integrating Technology in PE Firms
What FP&A teams need to improve PE processes

Breakdown
[00:32] Getting to Know Paul Barnhurst
[01:12] One Mistake by PE Firms and action to correct it
[02:29] Three things to improve PE firm’s FP&A  process
[04:32] How PE firms can improve decision-making around PF&A
[07:23] How PE Companies choose and integrate Technology
[10:26] Disregarded areas in FP&A that PE need to pay more attention to
[13:20] What inspired Paul to set up a podcast and a community
[16:17] Paul's Go-To Self-Improvement Resources
[17:39] How to become a world champion at Excel
[19:49] How to connect with Paul

Improving FP&A in Private Equity
What should PE companies do to improve their FP&A process? According to Paul, FP&A can be broken down into three areas. First, it’s people. The first thing you need to do is to make sure you have the right people, and you are upscaling that. With everything that is coming up with AI, you need people who can meet today’s demands, be commercial, and help drive the business forward. The second thing that the FP&A team needs to think about is the processes. They have to constantly streamline and automate the processes because data and demand are constantly increasing. The third thing that Paul shares is bringing the right technology. Technology serves as an enabler, and it can help PE firms reach the next level. However, according to Paul, if you start with technology, you will almost end up with a failed transformation. So think about the other processes first and then use technology to enable and free up your team to focus on being good business partners.

How to Contact Paul
Paul on LinkedIn
Thefpandaguy.com

Thank you for tuning in!
To get the latest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.



How to grow from $30M to $1.4Bn enterprise value - From shipping clerk to PE-Backed CEO with Ted Clark23 Jan 202400:36:19

Introducing Ted Clarke

Ted Clarke is an operator turned into a private equity investor and a shipping clerk turned into a CEO. Starting as a shipping clerk, Ted rose to become President & CEO of Products Research & Chemical Corporation (PRC), a global leader in aircraft and construction sealants and coatings. Today, Ted is a partner at Iron Path Capital, a private equity firm that focuses on specialty industrial investments, partnering with business managers on acquisitions and buying and building growth strategies using private equity capital.

What You Will Learn
Strategic pitching and selling to Private Equity
Acquisition, recapitalization, and integration in PE
Public companies Vs. Private Equity growth strategy

Breakdown
[00:59] Getting to Know Ted Clarke
[02:35] Ted’s experience with acquisition and sales to PE firms
[18:02] How to streamline the processes of integration of businesses
[26:09] Ted's lessons from Public Companies and PE Firms
[34:08] How Ted went from shipping clerk to CEO and writing two books 
[41:23] Ted's Go-To Self-Improvement Resources
[43:44] How to get in touch with Ted
[44:15] Ending the show

The Process of Integration
How can the CEOs and Senior leaders of portfolio companies and PE enhance the integration process? According to Ted, they have to be intentional not just with the integration process but also with what they are trying to build and the culture they are trying to develop to achieve their goal. Ted's experience in integrating acquisitions is based on the metrics. That is understanding the market you want to be in, the technology, and the characteristics you want to have and making the message simple so that it can permeate down the organization.

Ted also shares that as you evaluate the acquisition, you need to put the time and effort into understanding the history of the business, determining the cost and gross synergies, and how you will integrate the acquired business into your culture. Having an open culture with clear and simple approaches to what you are trying to accomplish makes the integration process easy and transparent. It makes it clear very quickly whether or not the business you want to acquire will buy into your culture, and you can make changes early on.

How to Contact Ted
Ted on LinkedIn
Tedclarkauthor.com

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Improve your Private Equity portfolio exit strategy with Jason Hendren16 Jan 202400:15:50

Introducing Jason Hendren

Jason Hendren is a CEO coach, speaker, and exit planning advisor who guides entrepreneurs in reaching large-scale objectives and planning for an eventual exit. Jason knows firsthand what it's like to grow a profitable business and navigate the selling process. He sold most of his business to private equity and stayed on and ran it as the CEO for a while. After selling it a second time, he bought some complementary businesses and eventually started another business, Hendren Business Advisors, where he helps business owners grow and exit their businesses.

What You Will Learn

  • PE professionals' collaboration with management teams
  • Planning for a high multiple and profitable exit 
  • Founding, growing, and selling a business to private equity 

Breakdown

[01:16] Getting to Know Jason Hendren
[03:00] Enhancing PE professional's relationship with management teams.
[05:50] Improving CFO’s and C-suite exit strategy
[10:22] Value creation and packaging a profitable business
[12:00] Things Jason wishes he knew before he sold PE
[15:32] Jason's Go-To Self-Improvement Resources
[17:26] How to reach out and connect with Jason
[17:44] Ending the show

PE CFO and C-suite Exit Strategy

How can CFOs and C-Suite improve their exit strategy? Jason shares that hiring the right investment banker is the first step. The worst time spent by an entrepreneur is in training their investment banker about their business and industry. The investment banker should walk in with that investment knowledge. When Jason is working with entrepreneurs, he looks for investment bankers who have sold businesses that look like theirs and are similar in size as much as possible. According to Jason, when you bring an investment banker in, they should be able to tell you about the buyers in the market and give you information you don’t have access to that you can tweak to get a higher multiple.


How to Contact Jason
Jason on LinkedIn
Hendrenba.com

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

The key data points to drive portfolio company growth with Bill Canady09 Jan 202400:33:52

Introducing Bill Canady
Bill Canady is the CEO of OTC Industrial Technology and Arrowhead Engineered Products, both backed by private equity. Bill has over thirty years of experience as a global business executive in various industries and markets focused on industrial and consumer products and services. As a leader, Bill aligns with key stakeholders to create a clear and compelling vision to rally an organization to drive growth, control costs, and increase profitability. From his experience, Bill has built the Profitable Growth Operating System (PGOS) to help owners and operators worldwide grow their companies profitably.

What You Will Learn

  • Key Strategies to make data work for PE firms
  • How to be customer-centric and achieve profitable growth
  • Taking command and growing of your company

Breakdown
[00:17] Getting to Know Bill Canady
[02:59] Common Mistakes by PE Firms and actions to correct them
[04:15] How Bill is managing two companies as the CEO
[07:07] The processes that have allowed Bill to run successful PE firms
[17:57] How to cultivate a customer-centric mindset in PE
[24:05] The most profitable sales model for PE firms
[26:30] How to leverage data to achieve PE goals
[28:30] Bill’s motivation and model for writing multiple books
[32:15] Bill’s books and his PGOS model for profitable growth
[35:40] Bill’s Go-To Self-Improvement Resources
[36:53] How to reach out and connect with Bill

How Data Works in Private Equity
How does data work in achieving PE goals? According to Bill, the goal of PE firms is to make money and get to the exit as fast as possible.  The way this works is by looking at the maths and identifying where a PE firm is making money. As a company, Bill shares that when they get the data, they start figuring out where to go, and as the CEO, his work is to communicate their mission and goals. The goals are irrefutable, and everyone around the table is committed to them in PE. They know exactly what they must do to get a return that is acceptable to everyone.

This means that to make data work, you need three things. First, a CEO who says, “We’re going to follow the data and reorganize ourselves.” Second, the operators running the company have to follow the process. Third, you need a program manager who understands the 80/20, the toolset, and the strategy management process and can act as the trainer or coach within the business. According to Bill, without these three: someone to tell you how to get there, someone to do the work, and someone that says work must be done, the outcome is pretty underwhelming.

How to Contact  Bill

Paul Bill on LinkedIn
Billcanady.com/
​​
Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.





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