Private Equity Podcast: Karma School of Business

In this episode of the "Karma School of Business Podcast," host Sean Mooney welcomes back Doug Horn, Managing Director at Clairvest, for an in-depth discussion on the evolving landscape of private equity. With over 30 years in the industry and a focus on partnering with owner-operators and entrepreneurs, Clairvest has carved out a niche for itself by specializing in minority or non-control investments. Doug shares insights into Clairvest's approach to identifying investment opportunities, the importance of industry focus, and the art of value creation through strategic partnerships.

Episode Highlights:

1:34 - Reintroduction to Doug Horn: Doug provides a brief overview of Clairvest's philosophy and his role in the firm, emphasizing the company's long-standing commitment to backing entrepreneurs.

4:13 - Clairvest's Investment Criteria: Doug outlines the five key criteria Clairvest considers when evaluating potential investments: industry, company, management, timing, and price, offering a glimpse into the firm's strategic approach.

6:34 - Narrowing the Investment Focus: Discussion on how Clairvest narrows its focus to specific industry domains, enabling a deeper understanding and more meaningful partnerships with portfolio companies.

9:27 - Developing Industry Expertise: Doug shares the process Clairvest undergoes to become experts in chosen domains, including attending conferences, conducting research, and building networks within the industry.

14:08 - The Importance of Domain Expertise in Value Creation: Exploring how Clairvest's focused approach and deep industry knowledge contribute to successful value creation and investment outcomes.

17:05 - Case Study - Aerospace and Defense Investment: Doug provides a case study of Clairvest's investment in Nextech Solutions, highlighting how industry insights and strategic focus led to a successful partnership.

22:04 - Balancing Knowledge and Opportunity: A discussion on the balance between developing industry expertise and being open to new investment opportunities, emphasizing the dynamic nature of Clairvest's investment strategy.

26:48 - Impact of Focus on Success: Doug reflects on how Clairvest's focused approach has not only enhanced the firm's ability to source and secure investments but also bolstered its reputation and success in the private equity landscape.

30:14 - Advice to Younger Self: Doug shares a personal insight, drawing an analogy from tennis to life and business, emphasizing the importance of not holding on too tightly and the benefits of flexibility and adaptability.

For more information on Clairvest, go to https://www.clairvest.com/

For more information on Doug Horn, go to https://www.linkedin.com/in/horndouglas/

For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts/

This episode offers a deep dive into the strategies that have propelled Clairvest to the forefront of the private equity industry, providing valuable lessons for both investors and entrepreneurs alike. Doug Horn's experience and insights shed light on the importance of industry focus, strategic partnerships, and the continuous pursuit of knowledge in driving successful investments.

In this episode of the "Karma School of Business Podcast," host Sean Mooney engages in a captivating discussion with Bob Belke, Managing Partner at Lovell Minnick Partners. From a small town in Northern Wisconsin to the forefront of the private equity industry, Bob shares his unique journey and the lessons learned along the way. This conversation delves deep into the evolution of private equity, the significance of specialized focus, and the art of value creation in today’s competitive landscape.

Episode Highlights:

1:06 - Bob's Path into Private Equity: Tracing Bob’s steps from his beginnings in a small town to his pivotal role in shaping Lovell Minnick Partners, this segment explores the motivations and challenges that defined his entry into the private equity world.

4:33 - Tenacity and Vision: Bob reflects on the importance of persistence and having a clear goal, emphasizing how determination has been key to his success in the private equity industry.

6:00 - An Unexpected Achievement: Bob shares a surprising personal milestone - winning the state of Wisconsin spelling bee and participating in the National Spelling Bee, underscoring the value of hard work and preparation.

9:46 - Identifying Potential in Companies: Bob discusses what Lovell Minnick Partners looks for in potential investments, highlighting the importance of a focused strategy, operational potential, and the transformative impact of private equity partnership.

15:03 - Empowering CEOs and Building Teams: Insights into how Lovell Minnick Partners collaborates with CEOs and management teams to unlock growth and drive success, emphasizing the transformative changes that often occur within portfolio companies.

19:46 - Technology and Finance Function: Bob elaborates on the critical roles of technology and finance in value creation, sharing how Lovell Minnick Partners leverages expertise in these areas to enhance portfolio companies’ growth and operational efficiency.

22:20 - The State of the Private Equity Industry: Bob offers his perspective on the current state and future challenges of the private equity industry, including the importance of value creation and the potential impact of shifting capital flows.

33:35 - Life Lessons and Book Recommendations: Bob shares impactful book recommendations, including "Die With Zero" and "The Monk Who Sold His Ferrari," offering insights into living a fulfilling life and the power of positive thinking.

For more information on Lovell Minnick, go to www.lmpartners.com.

For more information on Bob Belke, go to www.linkedin.com/in/robert-belke-a480a74a.

For more information on BluWave and this podcast, go to www.bluwave.net/podcasts.

This episode provides a comprehensive look into Bob Belke’s journey and the strategic insights that have guided Lovell Minnick Partners through the evolving landscape of private equity. Whether you're an investor, an entrepreneur, or someone interested in the dynamics of successful business growth and personal development, Bob’s story and the wisdom shared in this conversation offer valuable lessons and inspiration.

In this episode of the "Karma School of Business Podcast," host Sean Mooney sits down with Gretchen Perkins, Partner and Head of Business Development at Avance Investment Management, for an illuminating discussion on her unique journey into the private equity world. Gretchen shares insights from her transition from commercial lending to a pivotal role in shaping the business development landscape within private equity. This conversation delves into the evolution of the private equity industry, highlighting how specialized roles like business development have become crucial in driving firms' success.

Episode Highlights:

0:54 - Gretchen's Entry into Private Equity: Gretchen recounts her path from commercial lending to becoming a trailblazer in private equity business development, emphasizing the serendipity and strategic networking that propelled her career forward.

6:02 - Learning from the Best: Discover how Gretchen honed her business development skills by shadowing industry pioneers, underscoring the importance of mentorship and community within private equity.

9:12 - Personal Influences: Gretchen reflects on how her upbringing as a minister's daughter and her mother's community involvement instilled in her the values of leadership and networking that have defined her professional ethos.

14:21 - Identifying Investment Opportunities: Gretchen discusses Avance Investment Management's thematic approach to investing, focusing on sectors with strong growth potential and management teams that exhibit coachability and vision.

24:17 - Value Creation and Team Dynamics: Explore Avance's strategic use of specialized functions, including research and human capital, to enhance portfolio companies' growth and operational efficiency from the outset.

27:21 - Navigating Market Trends: Gretchen shares her perspective on seizing value creation opportunities across various sectors by leveraging Avance's thematic investment strategy and operational expertise.

31:45 - Life Hacks for Balance and Efficiency: Gretchen offers personal insights into the benefits of meditation for managing stress and enhancing focus, as well as a practical tip for optimizing travel planning through Google Flights.

For more information on Avance Investment Management, go to www.avanceinv.com

For more information on Gretchen Perkins, go to www.linkedin.com/in/gretchenbperkins

For more information on BluWave and this podcast, go to www.bluwave.net/podcasts

This episode provides a comprehensive look at Gretchen Perkins' journey and contributions to the private equity industry, offering valuable lessons on business development, strategic investment, and personal growth. Whether you're a seasoned investor, an aspiring private equity professional, or simply interested in the mechanics of successful business strategies, Gretchen's story and insights offer inspiration and actionable advice.

In this episode of the "Karma School of Business Podcast," host Sean Mooney engages with Carl Press, a seasoned partner at Thoma Bravo, to delve into the intricate world of private equity within the software industry. This discussion offers a unique opportunity to understand Thoma Bravo's strategic approach to identifying potential, fostering leadership, and driving value creation across their portfolio companies. Listeners will gain insights into the critical factors that guide investment decisions and the methodologies that have solidified Thoma Bravo's reputation as a leader in the private equity space.

Episode Highlights:

[00:00:32] Carl's Journey into Private Equity: Carl Press shares his transition from an engineering background to a pivotal role in private equity, highlighting his passion for technology and finance.

[00:03:59] Leadership in Focus: The conversation explores the paramount importance of strong leadership in private equity investments, providing Carl's perspective on the traits that define a great CEO.

[00:07:39] Investment Philosophy of Thoma Bravo: Carl outlines the firm's dedicated focus on enterprise software and the key criteria that guide their investment decisions.

[00:18:18] Strategies for Value Creation: An in-depth look at Thoma Bravo's comprehensive approach to value creation, emphasizing the role of operational support in driving portfolio company success.

[00:27:55] Advice for Navigating Economic Uncertainty: Carl shares practical advice for portfolio companies to effectively manage through challenging economic periods.

[00:37:24] Personal Growth and Influential Reads: Reflecting on personal growth, Carl shares impactful reading recommendations and the importance of trusting one's instincts.

For more information on Thoma Bravo, go to www.thomabravo.com.

For more information on Carl Press, go to www.linkedin.com/in/carlpress.

For more information on BluWave and this podcast, go to www.bluwave.net/podcasts.

This episode not only provides a behind-the-scenes glimpse into Thoma Bravo's strategic operations but also offers valuable lessons on leadership, decision-making, and customer-centric strategies in the software sector. Whether you're an investor, executive, or someone keen on understanding the dynamics of successful business growth in private equity, this conversation with Carl Press is packed with actionable insights and thoughtful reflections on navigating the complexities of the industry.

Explore the private equity landscape of early 2024 with Sean Mooney, founder and CEO of BluWave, in this insightful episode of the "Karma School of Business Podcast." Utilizing BluWave's extensive data, Sean offers a deep dive into the latest trends, strategic shifts, and economic indicators shaping the private equity sector. This episode provides a detailed analysis of how private equity firms are positioning themselves for growth amidst evolving economic conditions.

Episode Breakdown:

02:09 - The Buffalo Strategy: Sean explains the unique strategy of the American bison during storms as a metaphor for private equity firms' approach to economic challenges.

04:17 - Economic Indicators and Predictions: Examines key economic metrics such as GDP growth, inflation rates, and unemployment figures, shedding light on private equity's response.

07:18 - Sector-Specific Insights: Discusses the significant increase in activity within the manufacturing and healthcare sectors, signaling a strategic realignment towards previously less favored industries.

09:38 - Technology and Value Creation: Highlights the surge in technology investments, emphasizing ERP and CRM systems, as firms prepare for an AI-driven future.

11:55 - Human Capital Trends: Analyzes trends in hiring, with a focus on senior-level and growth-oriented executives, indicating a strategic pivot towards expansion.

13:39 - Looking Ahead: Reviews predictions for 2024, assessing their accuracy and outlining emerging trends and factors to watch in the private equity sector.

18:44 - Data Science in Private Equity: Sean discusses the growing importance of data scientists within private equity firms, driven by the need for advanced data analysis and predictive modeling.

21:19 - The Role of Marketing in PE: Explores the emerging trend of incorporating marketing expertise into private equity teams, highlighting its importance in brand building and deal sourcing.

To request the report, go to www.bluwave.net/insights-report

This episode is an essential listen for anyone interested in understanding the dynamics of the private equity industry in 2024. Through a detailed analysis of economic indicators, sector trends, and strategic investments, Sean Mooney offers valuable insights into how private equity is adapting and thriving in a complex economic environment.

In this episode of the "Karma School of Business Podcast," host Sean Mooney sits down with Josh Adams, Partner at OpenGate Capital, to explore the intricacies of the private equity industry. This conversation sheds light on the strategic and operational approaches that drive success in private equity investments, particularly focusing on corporate carve-outs and global market navigation.

Episode Highlights:

1:05 - Josh Adams' Journey: Josh shares his unconventional path into private equity, from his beginnings in South Wales to becoming a partner at OpenGate Capital.

07:59 - Personal Insights: Josh discusses his Welsh heritage and how it influences his professional outlook and approach to private equity.

10:43 - Industry Challenges: The conversation turns to the current challenges in the private equity market, including capital raising and deployment strategies.

18:00 - Strategic Focus: Josh elaborates on OpenGate Capital's focus on industrials and corporate carve-outs, detailing the importance of specialization and operational excellence.

24:47 - Global Approach: Insights into OpenGate Capital's global strategy, emphasizing the benefits of an internationally experienced team and cross-border investments.

29:40 - Adapting to Market Changes: Josh discusses how OpenGate Capital has refined its investment strategies to navigate a tough market environment effectively.

For more information about OpenGate Capital, go to www.opengatecapital.com

For more information on Josh, go to www.linkedin.com/in/joshua-m-adams-70602126

For more information on BluWave and this podcast, go to www.bluwave.net/podcasts

This episode provides a deep dive into the strategies, challenges, and successes that define the private equity landscape, offering valuable lessons for investors and industry professionals alike. Join us for a closer look at the operational and strategic excellence behind OpenGate Capital's success in the private equity sector.

Listeners will gain actionable insights into navigating the complexities of private equity, making informed investment decisions, and understanding the critical role of operational expertise in achieving long-term success.

In this enlightening episode of the Karma School of Business Podcast, host Sean Mooney welcomes John Caple, Partner at Hidden Harbor Capital Partners, for an in-depth discussion on the intricacies of private equity. With a career that spans from management consulting at Bain to pivotal roles at HIG Capital and now Hidden Harbor, John offers a comprehensive view of his journey into the heart of private equity. This episode sheds light on the critical aspects of identifying potential in companies, the discipline required in investment decisions, and the strategic approach to fostering growth and operational excellence within portfolio companies.

Episode Highlights:

1:14 - Path to Private Equity: John shares his transition from Bain's fast-paced consulting world to embracing the challenges and rewards of private equity, highlighting his tenure at HIG Capital and the move to Hidden Harbor.

9:56 - Beyond the Boardroom: Dive into John's personal side, including his love for offshore fishing and the balance he finds between work and family life.

21:06 - Blueprint for Value Creation: Explore Hidden Harbor's methodical approach to enhancing portfolio companies, focusing on team building, execution, and leveraging a comprehensive portfolio operations group.

27:23 - Unlocking Growth Opportunities: John discusses targeted strategies for sales enhancement and system upgrades, alongside fostering a culture of employee engagement to drive sustainable growth.

37:19 - John's advice to his younger self.

For more information on Hidden Harbor Capital, go to www.hh-cp.com.

For more information on John, go to www.linkedin.com/in/john-caple-969345.

For more information on BluWave and this podcast, go to www.bluwave.net/podcasts.

Join us as John Caple unravels the layers of strategy, discipline, and personal passion that define success in private equity. His insights offer valuable lessons for industry veterans and newcomers alike, emphasizing the importance of a balanced approach to professional challenges and life outside the office.

Please subscribe to the Karma School of Business Podcast for more insightful episodes like this, and don't hesitate to leave us a review if you find our content valuable. Stay tuned for our next episode, where we delve further into the elements that shape business success in the realm of private equity.

In this standout episode of the Karma School of Business Podcast, host Sean Mooney compiles an array of life hacks shared by prominent figures in the private equity world. As we navigate the complexities of both the private equity industry and our personal lives, finding ways to streamline our daily routines is invaluable. This episode brings together the best tips and tricks from our esteemed guests, offering listeners practical solutions to enhance efficiency, improve wellbeing, and make the most out of every day. Dive into these curated insights and discover how small changes can lead to significant improvements in your life and work within the private equity sector.

Episode Highlights:

01:23 - Erica Blob on Sleep Solutions for Travel: Erica introduces a game-changing pillow that promises better sleep during travel, a must-have for the frequent private equity traveler. (Listen to Erica's episode)

04:33 - Andrew Joy's Foundation for Success: Andrew advocates for a return to basics, emphasizing hard work and dedication as the true "life hack" for success in private equity. (Listen to Andrew's episode)

06:21 - Dave Feierstein's Wardrobe Efficiency: Dave reveals his strategy for simplifying daily attire decisions, a time-saving approach valued by private equity professionals. (Listen to Dave's episode)

11:08 - Gabe Mesanza on Effective Note-Taking: Gabe shares how transitioning to digital note-taking has revolutionized his organization and memory retention. (Listen to Gabe's episode)

13:46 - David Hellier's Coffee Prep Hack: David offers a simple yet brilliant tip for a hassle-free coffee experience, perfect for the private equity morning routine. (Listen to David's episode)

15:46 - Charlie Gifford on Wine Aeration Technique: Charlie introduces a unique method for aerating wine, enhancing the private equity dining experience. (Listen to Charlie's episode)

17:48 - Doug Horn on Tranquil Travel: Doug discusses how noise-canceling earphones have become his essential travel companion, offering peace amidst the bustling life of a private equity investor. (Listen to Doug's episode)

For more info on BluWave and this podcast, go to www.bluwave.net/podcasts.

Join us as Sean Mooney delves into these transformative life hacks shared by private equity leaders, demonstrating that efficiency, wellbeing, and enjoyment can coexist seamlessly in the fast-paced world of private equity.

Please subscribe to the Karma School of Business Podcast for more episodes like this, and leave us a review if you find our content valuable. Stay tuned for our next episode, where we continue to explore key elements of business success in the realm of private equity.

In this insightful episode of the Karma School of Business Podcast, special guest host Rena Frackt, Managing Director and Head of Client Coverage at BluWave, engages in a profound conversation with Doron Grosman, a seasoned figure in the private equity landscape. Grosman, known for his roles as a serial CEO, private equity operating partner, and investor, shares his journey through the evolving world of private equity, venture capital, and angel investing. With a career that spans leading businesses in both public and private domains and holding significant positions in companies with EBITDA ranging from 50 to 500 million, Grosman brings a wealth of experience and knowledge to the table.

Episode Highlights:

01:01 - Doron Grosman's Diverse Career Journey

02:25 - Influencing and Guiding Management Teams

04:45 - Challenges of Leading as a Private Equity CEO

06:39 - The Role of Board Engagement in Private Equity

08:37 - Leveraging Board Positions for Strategy and Governance

11:45 - Overcoming Challenges in Private Equity

15:08 - Essential Skills and Experiences for Private Equity Success

20:15 - Final Thoughts and Advice for Aspiring Private Equity Professionals

For more information on Doron, go to www.linkedin.com/in/dorongrosman

For more information on BluWave and this podcast, go to www.bluwave.net/podcasts

Join us for this episode as Doron Grosman shares invaluable lessons from his extensive experience in private equity, offering listeners a roadmap to mastering leadership, value creation, and strategic governance in the high-stakes world of investment.

Please subscribe to the Karma School of Business Podcast for more episodes like this, and don't hesitate to leave us a review if you find our content valuable. Stay tuned for our next episode, where we continue to explore key elements of business success in the realm of private equity.

In this engaging episode of the Karma School of Business Podcast, host Sean Mooney, founder and CEO of BluWave, sits down with Curt Kahn, Investor and Head of US Operations at Livingbridge. Curt shares his unconventional journey into the private equity world, starting from consulting roles at Booz Allen and PricewaterhouseCoopers to an operational leadership position at Ability Network, and finally, to pioneering Livingbridge's expansion into the US market.

Episode Highlights:

For more information on Livingbridge, go to www.livingbridge.com.

For more information on Curt, go to www.linkedin.com/in/curt-kahn-611a3b9.

For more information on BluWave and this podcast, go to www.bluwave.net/podcasts.

This episode delves into the multifaceted career of Curt Kahn and his strategic contributions to Livingbridge, a middle-market private equity fund with a global footprint. Curt's journey highlights the importance of adaptability, the power of leveraging diverse experiences, and the critical role of team dynamics in driving investment success. With a focus on backing ambitious entrepreneurs and ensuring customer satisfaction, Curt shares insights into Livingbridge's approach to value creation, emphasizing the significance of scalability and data science in enhancing portfolio companies' growth.

Please subscribe to the Karma School of Business Podcast for more insightful episodes like this. Leave us a review if you find our content valuable and stay tuned for our next episode, where we continue to explore key elements of business success in the realm of private equity.

In this insightful episode of the Karma School of Business Podcast, host Sean Mooney, founder and CEO of BluWave, engages in a fascinating dialogue with Grant Korman, Partner at Align Collaborate. As innovators within the private equity sector, both Sean and Grant share their unique journeys of creating segments that previously didn't exist, offering a deep dive into the challenges and triumphs of entrepreneurial spirit within the industry.

Episode Highlights:

For more information on Align Collaborate, go to www.aligncollaborate.com

For more information on Grant, go to www.linkedin.com/in/grant-kornman-120305

For more information on BluWave and this podcast, go to www.bluwave.net/podcasts

Join us for a riveting discussion that traverses Grant Korman's remarkable journey from a young, ambitious entrepreneur to a key player in shaping the private equity industry. This episode is a must-listen for anyone interested in the intricacies of finance, the transformative impact of private equity, and the stories of industry veterans who've played a crucial role in shaping today's investment landscape.

Please subscribe to the Karma School of Business Podcast for more episodes like this, and don't hesitate to leave us a review if you find our content valuable. Stay tuned for our next episode, where we continue to uncover the critical elements of business success in the realm of private equity.

In this engaging episode of the Karma School of Business Podcast, Sean Mooney, founder and CEO of BluWave, sits down with Eric Hansen, a partner at Blue Sea Capital and a significant figure in the development of the middle market within the private equity industry. This conversation offers an in-depth look at Eric's unconventional journey from the private debt sector to his influential role in private equity, along with the insights and experiences that have shaped his career.

Episode Highlights:

For more information about Blue Sea Capital, go to www.blueseacapital.com.

For more information about Eric Hansen, go to www.linkedin.com/in/eric-hansen510.

For more information about BluWave and this podcast, go to www.bluwave.net/podcasts.

This episode is a treasure trove of insights for anyone interested in the dynamics of finance, the transformative impact of private equity, and the career trajectories of industry veterans who have significantly influenced today's investment landscape.

Please subscribe to the Karma School of Business Podcast for more episodes like this, and leave us a review if you find our content valuable. Stay tuned for our next episode, where we continue to uncover the critical elements of business success in the realm of private equity.

Dive into the transformative world of private equity in this insightful episode of the Karma School of Business Podcast, featuring Kevin McAllister, the visionary Founder and Managing Partner at Access Holdings. Honored as BluWave's 2024 Private Equity Innovator of the Year, Kevin discusses the innovative strategies that propel Access Holdings to industry leadership.

Episode Highlights:

To learn more about Access Holdings, go to www.accessholdings.com

To learn more about BluWave's 2024 Top Private Equity Innovator Awards, and Access Holdings as our Innovator of the Year, go to www.bluwave.net/awards

To learn more about Kevin McAllister, go to https://www.linkedin.com/in/kevin-mcallister-5979347

To learn more about BluWave and this podcast, go to www.bluwave.net/podcast

Key Insights & Takeaways:

In this episode, Kevin McAllister shares a wealth of knowledge on how Access Holdings' commitment to research, technology, and data analytics has redefined their approach to private equity. Listeners will learn about the importance of selecting markets with persistent tailwinds and the strategic deployment of resources to build competitive advantages within portfolio companies. Kevin also emphasizes the significance of corporate social responsibility, not just as a mandate, but as a core component of building a sustainable and successful business. By focusing on job creation and supporting Main Street America, Access Holdings exemplifies how private equity can be a force for positive economic change. Furthermore, Kevin's insights into fostering a culture of continuous learning underscore the firm's ability to remain at the cutting edge of private equity innovation.

Enjoy!

Join the Karma School of Business Podcast, as host Sean Mooney sits down with Tim Schulte, Partner at Council Capital, to explore the nuanced world of private equity and the art of business growth. Tim's diverse background, from consulting to startups, has shaped his approach to value creation and investment in the healthcare sector.

1:37 - From History Major to PE Partner: Tim Schulte's Unique Journey

8:41 - Key Traits for Investment: Council Capital's Market-Team-Company Framework

12:46 - Value Creation: Council Capital's Collaborative and Respectful Approach

19:41 - Innovating PE Deal Sourcing: Executive in Residence and AI Tools

23:58 - Life Lessons from Literature: Tim's Influential Book Recommendations

For more information on Council Capital, go to www.councilcapital.com.

For more information on Tim Schulte, go to www.linkedin.com/in/timothyrobertschulte.

For more information on BluWave and this podcast, go to www.bluwave.net/podcast.

In this enriching episode, Tim delves into the significance of market selection, the power of teamwork, and the strategic role of company potential in achieving long-term success. He also sheds light on Council Capital's CEO Council, Executive in Residence program, and their forward-thinking use of AI to streamline the investment process.

Beyond business acumen, Tim shares personal insights, including his commitment to community through Nashville Classical and his affectionately earned nickname. He also offers book recommendations that provide profound reflections on life's finite resources and the importance of balancing wealth, health, and time.

Join us for a conversation that not only charts Tim Schulte's path through the financial sector but also imparts actionable wisdom for business builders and investors alike. Whether you're a seasoned PE professional or an entrepreneur seeking growth, this episode is filled with valuable takeaways and inspiring ideas for the future.

In this must-listen episode of the Karma School of Business Podcast, host Sean Mooney is joined by Erica Blob, Partner at Brighton Park Capital, for an insightful discussion that delves into the intricate world of growth-stage investing. Erica brings a wealth of experience from her dynamic journey through the finance sector, from investment banking to her pivotal role at Brighton Park Capital, where she focuses on nurturing high-potential growth-stage companies.

Erica shares her transition from the fast-paced environment of capital markets to the operational side of e-commerce at Walmart.com, and how this experience shaped her nuanced understanding of what it takes to drive a company forward. Her return to investment banking during the tumultuous period of 2007 set the stage for a decade working with two of the investment world's most influential Steves - Steve Cohen and Steve Klinsky - where she honed her investment philosophy and developed a deep appreciation for building transformative businesses.

The conversation takes a turn to explore the creation of Brighton Park Capital, where Erica and her team are redefining the private equity landscape by combining operational expertise with an entrepreneurial spirit to support growth-stage companies. They discuss the firm's commitment to transparency and partnership with their LPs, offering them real-time insights into the performance and potential of their investments.

Erica also provides a glimpse into the current strategic initiatives at Brighton Park Capital, highlighting the importance of M&A opportunities, offshoring for talent acquisition, and the transformative impact of AI on software development productivity. She emphasizes the significance of experienced, low-ego entrepreneurs and the value of operational executives in scaling businesses from tens to hundreds of millions in revenue.

Listeners will walk away with a mini-MBA's worth of knowledge as Erica distills her approach to identifying operationally excellent companies, the intricacies of value creation, and the critical role of customer-centricity. Her personal anecdotes, including a unique travel life hack involving a sleep-inducing pillow, add a relatable touch to the discussion.

Tune in for an engaging and educational conversation that not only charts Erica Blob's path through the financial sector but also offers actionable insights into the strategies that are propelling Brighton Park Capital and their portfolio companies to new heights.

1:38 - Erica's path to private equity including learning from some industry legends

14:14 - The challenges and triumphs of establishing Brighton Park Capital during the pandemic

20:01 - Key traits Brighton Park Capital looks for in growth-stage companies and their strategic approach to fostering operational excellence

30:54 - An innovative approach to engaging with Limited Partners, emphasizing transparency and real-time information sharing

34:24 - The current thematic focuses for value creation within the portfolio, including M&A, offshoring for talent, and leveraging AI for software development productivity

42:16 - A life-hack for frequent travelers

For more information on Brighton Park Capital, go to www.bpc.com

For more information on BluWave and this podcast, go to www.bluwave.net/podcasts

The private equity landscape is teeming with stories of transformation and success, but few are as gripping and inspiring as that of Andrew Joy, Partner at Hidden Harbor Capital Partners. In this episode of the Karma School of Business Podcast, host Sean Mooney engages in an in-depth conversation with Andrew, whose life story is a profound testament to resilience, tenacity, and the indomitable human spirit.

Andrew shares his remarkable journey from a tumultuous childhood marked by family criminality and personal tragedy, including a life-threatening injury, to his academic triumphs and eventual ascent in the world of private equity. His narrative is not just a personal chronicle but an illustration of the power of perseverance and the importance of focusing on controllable factors in life.

Throughout the episode, Sean and Andrew explore the philosophies that have shaped Hidden Harbor Capital Partners' approach to investment. They delve into the firm's emphasis on operational excellence and the critical role of employee satisfaction and engagement in driving a company's success. Andrew's insights into the value of incremental progress, the significance of aligning with the right team, and the essence of strategic execution provide invaluable lessons for business leaders and private equity professionals alike.

Listeners will also gain perspective on how Hidden Harbor Capital Partners navigates the current economic climate, emphasizing cash discipline and the challenges of the evolving labor market. Andrew's candid reflections on the fallacies of "get rich quick" narratives and the irreplaceable value of hard work are a refreshing counterpoint to the often glamorized world of business and investing.

Join us for this compelling episode that not only charts Andrew Joy's unique path to private equity but also offers practical wisdom on building and nurturing successful businesses in a complex and ever-changing market.

2:27 - Andrew's background including a pivotal, life-altering incident

7:30 - Education as a turning point

17:15 - Focusing on what one can control in life and business

24:09 - Hidden Harbor's strategy for identifying and creating value in portfolio companies

34:28 - The discussion on how employee satisfaction metrics inform investment decisions

42:42 - The ultimate life hack

For more info on Hidden Harbor Capital Partners, go to www.hh-cp.com

For more info on BluWave and this podcast, go to www.bluwave.net/podcast

Dive into the future of private equity with host Sean Mooney on the Karma School of Business Podcast, as he analyzes the industry's trajectory, reflecting on 2023 and forecasting the trends of 2024. This episode is a must-listen for professionals eager to grasp the transformative events of the past year and the strategic moves shaping the next growth cycle. Sean combines BluWave's proprietary data with macroeconomic indicators to suggest we are on the cusp of a new era of expansion, potentially lasting six to eight years.

The discussion revisits the accuracy of previous predictions, including the resilience of the economy, the VC bubble's burst, and the shift back to in-person work. Sean then lays out his predictions for 2024, forecasting an uptick in M&A activity and strategic selling by private equity firms. He also identifies the rise of data scientists as key players in the industry, essential for harnessing large data sets and driving informed investment decisions.

To cap off the episode, Sean examines potential wildcards that could sway the economic landscape, from geopolitical tensions to oil price volatility and shifts in consumer behavior. These insights are invaluable for private equity professionals looking to chart a successful course through the market's complexities and capitalize on emerging opportunities.

1:42 - Identifying the bottom of the cycle and predicting growth 3:10 - 2023 in review: Value creation and tech advancements 8:00 - Reviewing our 2023 predictions and their outcomes 15:17 - Strategic moves in private equity for 2024 21:28 - Potential disruptors to the 2024 economic outlook

To request your copy of the Q4 2023 Private Equity Insights Report, go to www.bluwave.net/insights-report For more information on BluWave and this podcast, go to www.bluwave.net/podcast

The private equity landscape is replete with opportunities for those who dare to take the leap, and this episode of the Karma School of Business Podcast is a testament to that very notion. Join host Sean Mooney as he engages in a captivating dialogue with Suzanne Yoon, the Founder and Managing Partner of Kinzie Capital. Suzanne's journey from the daughter of Korean immigrants to a trailblazing leader in private equity is not just inspiring—it's a masterclass in resilience and strategic innovation.

In this conversation, Suzanne divulges the formative experiences that shaped her entrepreneurial spirit, from her childhood in a family-owned deli to her transformative career moves that led to the inception of Kinzie Capital. She and Sean explore the nuances of value creation in the lower middle market, the impact of technology on traditional businesses, and the importance of fostering a growth mindset within management teams.

Listeners will gain invaluable insights into Kinzie Capital's unique approach to driving growth, underscored by their trademarked formula that synergizes capital, operational excellence, and technology. Additionally, the discussion delves into the imperative of cash management and the transformative potential of an effective operating system, as exemplified by Gino Wickman's "Traction."

Suzanne's reflections on leadership, her commitment to diversity in the private equity space, and her candid advice to her younger self round out a conversation that is as enlightening as it is motivating. Whether you're a private equity veteran or an aspiring entrepreneur, this episode offers profound lessons on navigating the complexities of business growth and personal development.

1:39 - Suzanne's background and path to private equity

8:47 - The decision to start Kinzie Capital

21:54 - Identifying key traits of successful companies

31:29 - Kinzie Capital's formula for value creation

41:23 - Suzanne's advice to her younger self

47:02 - Implementing "Traction" within Kinzie Capital

Don't miss this deep dive into the heart of private equity innovation with Suzanne Yoon. Tune in to discover how embracing change and harnessing the right resources can lead to unparalleled success in the dynamic world of private equity.

The private equity industry won't want to miss this insightful episode of the Karma School of Business Podcast, as host Sean Mooney welcomes Emily Holdman, Managing Director at Permanent Equity. Emily shares her unconventional route into the private equity world, highlighting the importance of diverse on-ramps into the industry. With a background in journalism and economics, Emily's story is a testament to the evolving landscape of private equity, where varied experiences and perspectives are shaping the future of the field.

Emily and Sean delve into the philosophy behind Permanent Equity, a firm that prides itself on long-term investments and partnering with successful companies that can thrive independently. They discuss the significance of team dynamics, operational excellence, and the strategic stewardship that nurtures systemic health and compounding growth in portfolio companies.

Listeners will gain an understanding of how Permanent Equity's approach to value creation is actively reshaping the private equity narrative, prioritizing long-term sustainability over short-term sprints. The conversation also touches on the importance of agility and seizing opportunities, even amid challenging economic climates.

Emily's personal anecdotes reveal her as a voracious reader and a proponent of community building within the private equity space. She extends an invitation to listeners to connect and engage with her and the Permanent Equity team, emphasizing the power of less formal, more relational interactions in the industry.

Join us for a compelling discussion that not only provides a glimpse into Emily Holdman's unique journey to private equity but also offers valuable insights into the strategic and relational shifts occurring within the industry.

2:01 - Diverse paths into private equity

6:38 - The long-term approach to private equity

11:40 - Identifying successful companies

17:13 - Investing in and growing leadership teams

23:50 - Active investment and operational partnership

30:57 - Leveraging flexibility and opportunity during change

37:08 - Emily's book recommendation

For more information about Emily and Permanent Equity, go to www.permanentequity.com.

For more information about BluWave and this podcast, go to www.bluwave.net/podcast.

In this reflective episode of the Karma School of Business Podcast, we gather pearls of wisdom from seasoned private equity veterans and business builders as they share the advice they would give their 22-year-old selves. With insights that span from embracing resilience to the power of authenticity, this episode is a guidebook for both personal and professional growth.

Join host Sean Mooney and the BluWave team as they delve into these transformative lessons that transcend time, providing guidance for the next generation of business leaders and anyone eager to refine their path to success.

1:49 - Andy Greenberg, GVC: "Just Say Yes"

4:43 - Ed Hine, Line 5 Capital: Get Comfortable Being Uncomfortable

7:45 - Matt Cole, SBJ Capital: Embrace the Journey

10:07 - Scott Phillips, Orix Capital Partners: Resilience in Tough Times

13:01 - Cici Zheng: Everything Will Be Okay

16:33 - John Huhn, Compass Group Equity Partners: Persistence Pays Off

19:20 - Brian Adams, Excelsior Capital: Own Assets Early

22:19 - Mohit Kansal, Clairvest: Skill Development Focus

23:35 - Marshall Phelps, MidOcean Partners: Invest in Relationships

26:09 - Devin Mathews, ParkerGale Capital: Be Authentically You

For more information on BluWave and each of these episodes, go to www.bluwave.net/podcast.

In this special episode of the Karma School of Business Podcast, we bring you a curated list of impactful book recommendations from our esteemed private equity industry guests, offering a wealth of knowledge to enhance your strategic thinking and personal growth.

1:34 – Author Nick Shaw's poignant and insightful "My Teacher, My Son," is a book that promises to transform your perspective on life and leadership

My Teacher, My Son: https://www.amazon.com/My-Teacher-Son-Lessons-Life/dp/B0CH7F5MGW

5:06 - Dive into the intricacies of technological advancements with Managing Partner Scott Estill's picks, "Chip Wars" by Chris Miller and "AI 2041" by Kai-Fu Lee and Chen Qiufan

Chip Wars: https://www.amazon.com/Chip-War-Dominate-Critical-Technology/dp/B09TX24J5Y/

AI 2041: https://www.amazon.com/AI-2041-Ten-Visions-Future/dp/B08SFL53HL/

9:50 - Gain historical business insights from private equity operating partner Joe DeLuca’s favorite, “The Making of the Atomic Bomb” by Richard Rhodes.

The Making of the Atomic Bomb: https://www.amazon.com/Making-Atomic-Bomb-Richard-Rhodes/dp/1451677618

13:00 – Entrepreneur and attorney Scott Becker emphasizes the significance of team building with “Good to Great” by Jim Collins and the importance of health and longevity with “Outlive” by Peter Attia.

Good to Great: https://www.amazon.com/Good-to-Great-Jim-Collins-audiobook/dp/B003VXI5MS/

Outlive: https://www.amazon.com/Outlive-Longevity-Peter-Attia-MD/dp/0593236599/

16:25 – Private equity partner John Kirk reminds us of the power of collective success over individual correctness through “Us” by

Terrence Real

Us: https://www.amazon.com/Us-Getting-Build-Loving-Relationship/dp/B09BBN9LGW/

19:48 – PE operating partner Brit Yonge explores the sovereignty of choice in Viktor Frankl’s “Man’s Search for Meaning.”

Man’s Search for Meaning: https://www.amazon.com/Mans-Search-for-Meaning-audiobook/dp/B0006IU470/

23:35 – Private equity managing director Doug Horn provides a glimpse into the future of industry and geopolitics with “The End of the World is Just the Beginning” by Peter Zeihan and celebrates American entrepreneurial spirit in “Americana” by Bhu Srinivasan

The End of the World is Just the Beginning: https://www.amazon.com/End-World-Just-Beginning-Globalization/dp/B09CS8FRRD/

Americana: https://www.amazon.com/Americana-Bhu-Srinivasan-audiobook/dp/B075659K9K/

26:41 – PE managing director Mohit Kansal underscores the value of data over narrative with “Moneyball”by Michael Lewis.

Moneyball: https://www.amazon.com/Moneyball-Michael-Lewis-audiobook/dp/B005FFRQYS/

28:23 – Private equity managing director Marshall Phelps draws leadership lessons from "Washington" by Ron Chernow and delves into the intrigue of "Conspiracy" by Ryan Holiday

Washington: https://www.amazon.com/Washington-Ron-Chernow-audiobook/dp/B0045XYQ12/

Conspiracy: https://www.amazon.com/Conspiracy-Ryan-Holiday-audiobook/dp/B0794CLD44/

32:35 – Private equity managing partner Doug McCormick offers a refreshing perspective on global progress with "Factfulness" by Hans Rosling.

Factfulness: https://www.amazon.com/Factfulness-audiobook/dp/B07BFDCWZP/

Join us as we explore these diverse and thought-provoking works that have shaped the minds of business leaders and will undoubtedly influence your approach to business and life.

In this deeply moving episode of the Karma School of Business podcast, hosted by BluWave's Founder and CEO, Sean Mooney, we sit down with Nick Shaw, co-founder of Mirrorbox Leadership Lab and author of My Teacher, My Son. Nick shares his personal journey through an unimaginable tragedy that led him to profound revelations about life, empathy, and the power of choice. This episode offers a unique perspective on how to navigate life's toughest challenges and transform them into opportunities for growth and enlightenment. Whether you're a private equity professional, business owner, or anyone seeking to understand life's complexities, this episode provides invaluable insights.

To purchase Nick's book, 'My Teacher, My Son," go to https://www.amazon.com/My-Teacher-Son-Lessons-LIfe/dp/B0CH7F5MGW/ref=sr_1_2?crid=1JQJ8CWQUMHXQ&keywords=my+teacher+my+son&qid=1695828598&sprefix=my+teacher%2Caps%2C114&sr=8-2

For more information about Nick as an author, go to www.meetnickshaw.com

For more information about Nick and Mirrorbox Leadership Lab, go to www.mirrorboxleadershiplab.com

For more information about William's Be Yourself Challenge, go to www.williamsbeyourselfchallenge.org

For more information on BluWave and this podcast, go to www.bluwave.net/podcast

In this riveting episode of the Karma School of Business podcast, we delve into the private equity world with Dave Feierstein, Co-founder and Managing Partner at Ronin Equity Partners. Join our host, Sean Mooney, BluWave's Founder and CEO, as he engages Dave in a conversation that traverses his entrepreneurial beginnings to his current innovative strategies at Ronin Equity Partners. This episode offers a wealth of insights for private equity professionals and business owners, shedding light on the significance of developing efficient back-office structures, the pivotal role of change management in large corporations, and how Ronin Equity Partners is reshaping the traditional private equity paradigm. Don't miss this opportunity to learn from one of the industry's thought leaders.

1:30 - Dave's background and path to private equity

9:53 - Adding value with Zero-based Budgeting

16:15 - Deploying the business transformation playbook

25:16 - A unique approach to value creation

37:02 - An everyday life hack

For more information about Dave and Ronin Equity Partners, go to roninequitypartners.com.

For more information about BluWave and this podcast, go to bluwave.net/podcast.

In this episode, BluWave Founder and CEO, Sean Mooney, catches up with Eric Jensen, Operations Director at Nordic Capital. They explore the current dynamics of the M&A market, the significance of preparing businesses for the M&A process, and the growing importance of aligning the right roles with the right people. Also, Sean and Eric delve into the impact of technology in the corporate world, focusing on Eric's unique journey from consulting to operating and then transitioning into private equity. The pair discuss operational excellence, value creation, and how Essential Skills and strategies are combined with a strong leadership team to drive performance. Dive into this thoughtful conversation for intriguing insights into the ever-evolving private equity industry.

1:05 - Eric's path to private equity

6:54 - Introducing Thor

10:09 - Traits that display operational excellence

15:41 - The importance of expertise in value creation

20:38 - Managing stakeholder communication

27:13 - The difference in private equity investing in the US versus Europe

31:30 - Eric's advice to his younger self

For more information on Nordic Capital, go to www.nordiccapital.com.

For more information on BluWave and this podcast, go to www.bluwave.net/podcast.

In this episode of the Karma School of Business podcast, Sean Mooney interviews Jay Hernandez, head of the industrial technology practice at Raymond James. They discuss the current state of the M&A markets and offer insights for both sellers and buyers. Hernandez emphasizes the importance of preparation for sellers, advising them to engage advisors early and thoroughly prepare their businesses for the M&A process. He also urges buyers to come prepared and do their homework before pursuing a deal. Additionally, Mooney and Hernandez share their latest life hacks, including the use of sous vide cooking for perfectly cooked steaks.

1:22 - Jay's background and origin story

8:21 - The return to normalcy in the deal market

14:22 - What sellers should know before going to an investment bank

24:08 - What buyers should know before going to an investment bank

29:03 - An IB response to new LOIs

34:12 - Jay's life hack: sous vide

For more information on Raymond James, go to www.raymondjames.com

For more information on BluWave and this podcast, go to www.bluwave.net/podcast

In this special episode, we have exclusive audio from our recent webinar: Interim Ingenuity: Ready-made Executives to Elevate Your Company. The panel of experts from this webinar includes: Mark Steenhoek, Managing Director, The Stephens Group

Bryan West, Managing Director, Resurgens Technology Partners

The panel, moderated by BluWave's Richmond Donnelly, includes the following topics: 3:28 - Proprietary data highlighting human capital as a main priority

4:42 - How the experts are working with interim executives

9:20 - Value that interim executives add and the most common interims that are hired

16:49 - The interim executive selection process and criteria to follow

22:10 - How do you ensure a successful engagement

To learn more about Mark and The Stephens Group, go to www.stephensgroup.com.

To learn more about Bryan and Resurgens Technology Partners, go to wwww.resurgenstech.com

To learn more about BluWave and this podcast, go to www.bluwave.net/podcast

In this episode, host Sean Mooney and Scott Estill, a Managing Partner at Lancor, discuss the evolving landscape of the private equity industry. They delve into the importance of aligning the right people to the right roles, the emerging significance of the human aspect in business, and how top private equity firms are managing their talent acquisition and retention processes. Additionally, they explore the impact of technology advancement on the industry and everyday life. The conversation concludes with a reflection on the necessity to adapt and develop as change is the only constant factor in business. Get a behind-the-scenes look into these intriguing insights by tuning into the episode.

1:53 - Scott's story: solving a problem and whether or not to talk to your uber driver

11:43 - The most important things to make talent searches successful

22:54 - How top PE firms are managing through the assessment phase and appealing to talent

29:25 - Scott's book recommendations

For more information on Scott and Lancor, go to www.lancor.com

For more information on BluWave and this podcast, go to www.bluwave.net/podcast

In this insightful podcast episode, we delve into the key revelations from the Q3, 2023 Insights Report, showcasing the state of the private equity industry amidst fluctuating market fundamentals. We discuss intriguing observations in the industry's investment patterns; drawing attention to a significant rise in confidence, a notable shift towards growth, and an emphasis on human capital. Tune in to discover the significance of these trends, the raw data supporting these findings, and what this could mean for the future of private equity.

1:26 - Private Equity is not scared

4:45 - Fundamentals are improving

9:25 - PE is investing in growth in their companies

10:51 - Human capital activity is surging in PE

14:28 - It's time to hit the gas, with caution - what to keep an eye on

18:03 - A bold prediction

For more information on BluWave and this podcast, go to www.bluwave.net/podcast

In this engaging episode, Sean and Andy Greenberg explore their career paths and the transformation of the M&A market. From Andy's shift from politics to investment banking, to the evolution of M&A from a manual process to a tech-driven one, they highlight the increasing need for specialization. Looking ahead, they predict a future where AI significantly enhances industry efficiency.

1:31 - Andy's origin story and his path to M&A

7:10 - What did M&A look like in the mid-90s

12:58 - How has the M&A business evolved to what it looks like today

22:14 - The era of industry expertise

29:44 - Where is the M&A market going

36:18 - Andy's advice to his younger self

To learn more about Andy and Greenberg Variations Capital, go to www.greenbergvariations.com

To listen to Middle Market Musings, go to www.middlemarketmusings.com

To learn more about BluWave and this podcast, go to www.bluwave.net/podcast

Joe DeLuca, Operating Partner at NewSpring Capital, joins the Karma School of Business to share insight into NewSpring Capital's organizational structure, his experience pivoting a portco's business model (twice) and more in this week's conversation: 

1:17 - The type of thinking that led Joe to enter the world of private equity

4:08 - Sean and Joe share their personal interests related to his bookshelf and the shore

8:12 - What do you do in March 2020 with an institutional pharmacy portco in NYC without a CEO and chairman?

15:47 - NewSpring's strategy-by-strategy structure

21:10 - The big themes in adding value to a company

27:32 - Takeaways from Joe's favorite book 

For more information on NewSpring Capital, go to https://newspringcapital.com.

For more information on BluWave and this podcast, got to www.bluwave.net/podcast.

In this special episode, we have exclusive audio from our recent webinar: A Wave of Deals is Coming: Commercial Due Diligence for When the Tide Rolls In. The panel of experts from this webinar includes: Andrew Joy, Partner, Hidden Harbor Capital Partners Sean Mooney, Karma School of Business Host and Founder & CEO of BluWave The panel, moderated by BluWave Managing Director, Houston Slatton, includes the following topics:

3:48 - How to think about a target's end markets and why it matters when considering an investment

8:13 - How to assess market conditions when looking at a deal

13:03 - The true definition of commercial due diligence and why you use it

19:52 - How the result of a commercial due diligence engagement should inform the competitiveness of your bid strategy

24:58 - Pros and cons of big box firms versus more specialized service providers

32:40 - Final thoughts

To learn more about Andrew and Hidden Harbor Capital Parts, go to www.hh-cp.com.

To learn more about BluWave and this podcast, go to www.bluwave.net/podcast.

Ed Hine, an Operating Partner at Cold Bore Capital, shares his perspectives on building great companies in private equity, learned through the lens of a US Navy veteran. Tune in for a great conversation where we discuss:

1:20 - Ed's path to private equity

6:32 - Persevering through challenges in PE

11:31 - Evaluating potential through a value creation lens

16:22 - Lessons learned about integrating companies

20:21 - Common traits of great businesses: talent and culture

23:13 - Essential professional imperatives to keep in mind

26:04 - Ed's advice to his younger self

For more information on Cold Bore Capital, go to www.coldborecapital.com.

For more information on BluWave and this podcast, go to www.bluwave.net/podcast.

Matt Cole, a Managing Director at SBJ Capital joins the Karma School of Business podcast to discuss a variety of topics, including:

1:20 - Matt's journey to private equity

7:58 - Overcoming challenging situations

11:34 - "Professionalization" and acceleration

16:13 - Becoming scalable with clean data, AI and key KPIs

23:25 - Matt's advice to his younger self

To learn more about SBJ Capital, go to www.sbjcapital.com.

To learn more about BluWave and this podcast, go to www.bluwave.net/podcast.

The Karma School of Business is joined by a recognizable name in both the private equity and healthcare communities. Scott Becker, founder of Becker's Healthcare and Partner at McGuireWoods shares valuable insight to business owners and PE professionals:

2:09 - Scott's background in PE and founding Becker's Healthcare

6:14 - The origin story of Becker's Healthcare and the window of opportunity

13:29 - Top healthcare trends for PE and business executives

19:27 - How machine learning and AI factor into the healthcare ecosystem

22:26 - Governmental regulations around investing in healthcare for PE

29:30 - Private equity bringing healthcare to underserved populations

32:09 - Experience with getting investment from a PE firm

41:33 - Scott's book recommendations

To learn more about Becker's Healthcare, go to https://www.beckershospitalreview.com/

To learn more about McGuireWoods, go to https://www.mcguirewoods.com/

To learn more about BluWave and this podcast, go to https://www.bluwave.net/podcast/

A Partner and Resource Group Lead from Huron Capital, Gabe Mesanza, joins the Karma School of Business to discuss a wide variety of tactics for business leaders and private equity professionals. In this episode, we discuss:

1:20 - Gabe's path to private equity and engineering mindset

9:58 - The traits of a great business: people and culture

17:27 - Perspective into the evolution of value creation in the PE industry

25:42 - Growing through uncertain economies

33:10 - Gabe's advice to his younger self

38:58 - A life hack for handwritten note takers

For more information on Huron Capital, go to https://www.huroncapital.com/

For more information on BluWave and this podcast, go to https://www.bluwave.net/podcast

The Karma School of Business is joined by John Kirk, a Deal Partner and Operating Advisor at Tuckerman Capital. John shares his unique perspective on people, business growth, and perseverance. We discuss:

1:20 - John's path to private equity

6:04 - Hiking the Appalachian Trail and a lesson in perseverance

11:32 - Finding a great business: growth mindset

13:31 - Finding a great business: alignment to secular trends

14:30 - Finding a great business: identifiable differentiation

18:18 - The modern private equity process: managing the motion offense

25:28 - The differentiators between businesses that are successful and those that aren't

29:55 - How the best business builders in the world act in times of uncertainty

34:01 -  John's book recommendation

For more information on Tuckerman Capital, go to www.tuckermancapital.com

For more information on BluWave and this podcast, go to www.bluwave.net/podcast

Scott Phillips, a Managing Director at Orix Capital Partners, joins the Karma School of Business podcast to discuss key data monitoring and choosing the key KPIs that really help companies grow. In this episode we discuss:

0:53 - Scott's path to private equity (including a background in industrial modeling)

6:22 - Identifying businesses that could or will be great

14:01 - The trend towards value creation and a unique approach

22:38 - Working with portfolio companies to find opportunities in uncertain times

27:58 - Scott's advice to his younger self: resilience

For more information on Orix Capital Partners, go to www.orixcapitalpartners.com

For more information on BluWave and this podcast, go to www.bluwave.net/podcast

The Karma School of Business podcast is joined by Paul Stansik, an Operating Partner at ParkerGale Capital, to discuss his Sales Metric Playbook and overall approach to growth within portfolio companies. In the episode, we discuss:

2:06 - Paul's origin story and path to private equity

8:01 - The Sales Metrics Playbook and the importance of clean data

15:42 - What to do after you've got clean data

20:08 - Analyzing specific cohorts of revenue

30:04 - Managing long-term revenue goals versus short-term

36:42 - What benefits the key questions in the Sales Metric Playbook have in portcos

40:17 - Prioritizing sales opportunities

44:20 - The importance of marketing

To get in touch with Paul and ParkerGale, go to parkergale.com.

To get on the list for the weekly Sales Metric Playbook, go to parkergale.com/weekly-sales-metrics.

For more information on BluWave and this podcast, go to bluwave.net/podcast.

In this special episode, we have exclusive audio from our recent webinar: Activating AI: Empowering Your Business for Success. The panel of experts from this webinar includes:

The panel, moderated by Karma School of Business host, Sean Mooney, includes the following topics:

4:40 - What pre-cursor activities to perform before diving in to AI

10:20 - Things that companies should keep in mind to remain secure

13:50 - Expert opinions on best in class tools

27:23 - Most addressable use cases for everyday companies

34:07 - Considerations that companies should take when implementing tools off the shelf

39:03 - Things that may take shape in the near future

46:55 - Answering FAQs

To view the on-demand webinar, go to www.bluwave.net/demystifying-ai-webinar-registration/. 

For more information on this podcast, go to www.bluwave.net/podcast.

www.whyofai.com

www.accessholdings.com

www.frazierhealthcare.com

www.att.com

Join us for an in-depth conversation with Brit Yonge, an Operating Partner at Corsair Capital, to hear his expert perspective:

1:29 - Brit's path to private equity

6:23 - How Brit formed his values from serving the US Military

13:45 - Characteristics for evaluating a great company

21:56 - Working with management teams to build great companies

25:44 - Persevering through an uncertain economy

32:15 - Personal/professional growth books and topics from Brit

For more information on Corsair Capital, go to www.corsair-capital.com.

For more information on this podcast, go to www.bluwave.net/podcast.

Listen as Sean Mooney discusses private equity findings from the Q2 2023 BluWave Insights Report. The report uncovers how private equity firms are taking action, securing safety and finding success. In this episode, Sean discusses:

1:02 - Why value creation is surging

3:33 - Cooling activity on human capital

4:32 - Growing activity across other value creation sectors

5:12 - The trend toward data and AI

6:30 - An update on 2023 predictions

To download the full report, go to www.bluwave.net/insights-report/.

We're joined by Cici Zheng, a Partner from ParkerGale Capital to give her operations-focused perspective on many different private equity topics. Listen to the conversation as we discuss:

2:30 - Cici's path to private equity

8:19 - What traits show a company has potential

13:06 - Focusing on all facets of a company

17:18 - The strategy behind working with portco management teams

20:31 - Navigating uncertain economies

24:05 - Getting buy-in from portco sales teams on pricing changes

27:31 - Cici's advice to her younger self

To learn more about ParkerGale Capital, go to www.parkergale.com.

To learn more about BluWave and this podcast, go to www.bluwave.net/podcast.

We're joined by David Hellier, a partner at Bertram Capital, to discuss:

1:31 - His background and what brought him to private equity

5:40 - How private equity is evolving 

9:18 - David's story about throwing out the first pitch

11:09 - Overcoming adversity and being differentiated

16:23 - Running private equity like a business

22:37 - How data and AI will impact productivity

27:50 - Finding opportunity admidst uncertainty

34:08 - David's life hack

For more information on Bertram Capital, go to their website: bertramcapital.com

For more information about this podcast, go to bluwave.net/podcast

In this captivating episode, we delve into the history of private equity, exploring its origins, confronting industry stigmas, and witnessing its evolution into a dynamic force. Join us as we:

For more information on the Karma School of Business podcast, go to www.bluwave.net/podcasts.

For more information about BluWave, go to www.bluwave.net.

A managing partner from Compass Group Equity Partners, John Huhn, joins the Karma School of Business Podcast to discuss:

1:04 - John's background and path to private equity

9:28 - The most important traits to look for when evaluating a potential investment

13:50 - What makes Compass unique and how they approach value creation

21:34 - Advice to successfully manage a rocky economic period

26:52 - Important aspects of the portco-PE firm relationship

31:30 - John's advice to his younger self

And much more. 

To learn more about Compass Group, go to https://www.cgep.com/.

To learn more about BluWave, go to www.bluwave.net.

Brian Adams, Founder and President of Excelsior Capital, joins the Karma School of Business podcast to discuss real estate investing and compares it to private equity investing. Brian dives into a broad scope of topics, including:

1:44 His path to real estate investing

5:55 Advantages and benefits to real estate investing

10:36 How to evaluate a good investment

17:39 How the current economic landscape is impacting the real estate investing industry

21:48 The long term outlook for real estate investing

30:29 What lessons Brian would teach his younger self 

The Karma School of Business is joined by Bain and Company Global Head of Performance and Improvement, Harnan Saenz to take a deep dive on the future of the economy as it relates to sustainability, viewed through the lens of private equity. The conversation topics include: 

2:30 "Remanufacturing" and forces applying pressure to traditional operations

5:21 What is the circular economy?

13:13 The current policies set up by the government related to the circular economy

16:03 Barriers to a circular economy

25:21 How can tech be leveraged to support the circular economy?

27:13 Measuring progress toward circularity

29:25 The role of private equity in promoting circularity

30:28 Incorporating circular principles into investment strategies

33:01 Investment opportunities and most promising sectors

35:46 Challenges a PE firm might face when investing in a circular economy

37:13 How can firms work with portcos to improve sustainability?

39:39 How PE can collaborate with governments and other stakeholders to promote the circular economy

We share top private equity insights from our Q1 2023 Insights Report where we evaluate proprietary data from over 500 leading private equity firms across thousands of projects. We compare year over year activity from the BluWave Activity Index to share how private equity is reacting to the current economic state. Join BluWave Founder and CEO, Sean Mooney, as he discusses:

Click here to get the report: http://bit.ly/3obXJXu

Private equity insights from Charlie Gifford, a senior partner at New Heritage Partner, in this episode relate to how PE firms can differentiate themselves from the competitors to win more often. Charlie speaks to BluWave Founder and CEO, Sean Mooney, about the following topics:

1:45 Charlie's background

7:00 Why did he get into private equity

9:02 How private equity reacts to change

13:22 The evolution of the private IPO

15:29 How New Heritage stands out to portcos

20:55 The future of private equity

25:30 Charlie's advice to aspiring business builders

29:49 Learning how to be successful

36:10 Pro tips about wine

The Silicon Valley Bank and Signature Bank collapses of March 2023 are top of mind for many investors and business leaders. In this episode, Sean Mooney explains what happened and how if affects the private equity industry. Additionally, Sean predicts how private equity will react to the crisis and gives advice on how to turn the situation into an opportunity for growth, rather than a setback.

For more info, go to http://bit.ly/40hZQH2

0:52 What happened on the weekend of March 18, 2023

2:28 What happens next

4:35 How the bank collapses impact private equity

6:40 Turning crisis into opportunity

8:03 PE's reaction to crisis (Ooda Loops)

13:06 How all companies can learn from PE firms during a crisis 

Colonel John Boyd's Ooda Loop concept: https://en.wikipedia.org/wiki/OODA_loop

Doug Horn and Mohit Kansal from Clairvest, a private equity firm based out of Toronto, join the Karma School of Business podcast to discuss:

0:42 Clairvest's history and focus

3:27 How Clairvest works to collaborate with entrepreneurs

5:43 Valuable traits that Clairvest considers before making investments

8:17 Mohit's approach to high-stress times

11:52 Advice to business owners on how to tackle economic uncertainty 

16:55 Doug's predictions for the PE industry in the near future

22:40 Clairvest's book/movie recommendations

27:43 Advice Mohit would give to his 22 year old self

29:26 Doug's life hack

To learn more, visit: https://bit.ly/3CfZxmZ

In this episode, host Sean Mooney chats with Demetrios Dounis, a partner at Heartwood Partners, to discuss his path to private equity, and his unique approach to business building.

0:55 Demetrios' path to private equity

3:04 Demetrios' upbringing

4:39 What to look for in a prospective investment

8:44 Lessons to learn from change

12:24 How Heartwood approaches value creation

16:32 How business leaders can find the right private equity partner

20:30 Demetrios' advice to business leaders starting to think about add-on acquisitions

26:34 Advice to his younger self

To learn more, visit: https://bit.ly/3CfZxmZ

Host Sean Mooney sits down with Marshall Phelps, a Managing Director at MidOcean Partners, to discuss his unique path to the private equity industry. Marshall also provides insight on value creation as it relates to business growth.

1:40 Marshall's story

7:27 Investment banking to PE

13:46 Unique perspective on driving value

18:52 How do PE Firms standout in the M&A process

23:05 A seller's perspective on IOI & LOIs 

25:25 Biggest opportunities in the investment world

30:11 Marshall's book recommendations

33:47 Marshall's advice to his younger self

To learn more, visit: https://bit.ly/3CfZxmZ

In this episode, Sean Mooney shares an update on 2022 private equity activity from BluWave's proprietary data. Learn the top takeaways on due diligence trends and value creation focuses from over 500 private equity firms in 2022.

1:14 - Private Equity does best when times are worst

2:04 - Due Diligence and Value Creation mix

3:35 - Functional area focus: Human Capital

5:45 - Functional area focus: Strategy

8:06 - Functional area focus: Operations

8:53 - Functional area focus: Technology

10:26 - Functional area focus: Sales & Marketing

To learn more, visit: https://bit.ly/3CfZxmZ

In this episode, BluWave founder and CEO, Sean Mooney shares data-backed private equity predictions for 2023 including:

To learn more, visit: https://bit.ly/3CfZxmZ

It was in interesting year for private equity. In this episode, BluWave Founder and CEO Sean Mooney, breaks down what he's identified as the top 5 trends of 2022:

BluWave supports hundreds of PE firms and their portcos, giving us a unique bird's-eye view of what's happening in the business world. We hope you enjoy these insights.

In this episode, host Sean Mooney shares an update on Q3 private equity activity from BluWave's proprietary data. Learn the top takeaways on due diligence trends and informed value creation focuses from over 500 top private equity firms in Q3.

To learn more, visit: https://bit.ly/3CfZxmZ

ParkerGale's Partner, Devin Mathews, joins host Sean Mooney to discuss the value of culture, the importance of mental health, the economy's impact on fundraising, tips to weather the economic storm, the benefits of being yourself and more.

To learn more, visit: https://bit.ly/3CfZxmZ

Brian Bank, Strategy and Client Relations, Investment Funds at Kirkland & Ellis, joins host Sean mooney to discuss what LPs are looking for, investment trends and other things every GP should know.

To learn more, visit: https://bit.ly/3CfZxmZ

In this episode, BluWave Founder and CEO, Sean Mooney, describes the importance of a great CFO for both PE-backed companies and independent companies alike. Hear the benefits that a PE-grade CFO can have on your organization.

Host Sean Mooney sits down with HCI Equity Partners Co-Founder and Managing Partner, Doug McCormick, to discuss building world-class teams, how to scale your leadership along with your business and company culture, how HCI Equity Partners helps entrepreneurs realize their vision, and more.

At the end of the day, good values and work ethic win.

To learn more, visit: https://bit.ly/3CfZxmZ

In this episode, host Sean Mooney talks about how he gave up his private-equity career in New York to build BluWave down south.

Growing up in a large, entrepreneurial family in Texas, Sean followed an unquestioned path that led him to study in D.C, then to investment banking in New York, and finally to a nearly 20-year career in private equity. Learn why he left that all behind to move to Nashville, Tennessee, in 2016 to solve the problems that business builders face on a daily basis.

Sean shares personal insight into how he managed the highest highs and lowest lows in the early days, and why it wasn’t a straight path to Rome.

To learn more, visit: https://bit.ly/3QTBT3X

Host Sean Mooney shares what the Karma School of Business means and how he developed this philosophy over the years. He learned that if you make life simple, it becomes simpler.

Sean explains why and how this approach yields the highest percentage chance of long-term success in his experience.

Whether you're in private equity, or a company that's PE-owned, private or public, this is for you.

To learn more, visit: https://bit.ly/3AwuFgV

Welcome to BluWave’s Karma School of Business, hosted by Sean Mooney, the Founder & CEO of BluWave, an intelligent B2B marketplace serving the world’s top business builders. As you listen, you’ll learn insights and best practices from leading and influential private equity professionals, visionary business executives, and one-of-a-kind industry thought leaders who will help you take meaningful action, improve your business, and enhance your life. 

To learn more, visit: https://bit.ly/3oPBjs8