Episodes
2024 will prove another pivotal year for private equity (PE). The industry is shifting its focus to value creation and portfolio company (portco) optimization through smaller acquisitions and talent prioritization.
Published 04/05/24
The software industry faced its fair share of challenges in 2023, making investment decisions in 2024 more paramount than ever. Private equity firms must take a more proactive approach to deal origination and heavily assess the role they play in helping management teams maximize the potential of their companies.
Published 01/05/24
With the reduction of new platform deals and exits, integrations and portfolio company optimization have remained key focus areas for private equity funds. Historically, proper merger integrations are challenging to get right, but when executed correctly, are a powerful strategy for creating value.
Published 11/03/23
On BDO’s new PE PErspectives podcast episode, Mike Weinberg, Managing Partner of Levine Leichtman Capital Partners, and Jeff Roth, Founding Partner of Bruin Capital, join host Todd Kinney.
Published 09/07/23
On BDO’s new Private Equity PErspectives podcast episode, Nick Santhanam, CEO of Fernweh Group, and Scott Spielvogel, co-founder and managing partner of One Rock Capital Partners, join host Todd Kinney.
Published 06/14/23
On BDO’s new Private Equity PErspectives podcast episode, Michael LeTourneau, finance resource partner at Court Square Capital Partners, and Steve Siwinski, senior finance leader at Accel-KKR, join host Todd Kinney to discuss why PE CFOs need a “money-making gene” and “love of controlled chaos.”
Published 05/02/23
On BDO’s new Private Equity PErspectives podcast episode, Patrick Whitehead, Executive Director at Morgan Stanley Capital Partners, and Katie Lankalis, Vice President at LLR partners, speak to host Todd Kinney.
Published 03/07/23
On BDO’s new Private Equity PErspectives podcast episode, Matt Smith, Principal at Graycliff Partners, and Dave Affinito, Partner at Victor Capital Partners, speak to host Todd Kinney about deal origination, supply chain, regulatory oversight, and planning an exit.
Published 12/20/22
On the latest episode of BDO’s Private Equity PErspectives podcast, host Todd Kinney speaks with Justin Wender, Managing Partner at Stella Point Capital, and Rob Bosco, Managing Director of Stone-Goff Partners on how a recession could impact private equity and what they’re seeing in the GP-led secondaries market.
Published 11/23/22
On the latest episode of BDO’s Private Equity PErspectives podcast, host Todd Kinney speaks with Alice Birnbaum, Head of Business Development at BBH Capital Partners and Stephen Connor, Head of Business Development at Hamilton Robinson Capital Partners. Alice and Stephen discuss their firm’s approach to deal origination and how their investment strategies differ for their different focus industries.
Published 09/15/22
On the latest episode of BDO’s Private Equity PErspectives podcast , we explore findings from the 2022 Private Capital Pulse Survey, which surveyed 200 fund managers on their plans for creating value, closing deals and pursuing ESG.
Published 07/13/22
In the latest episode of BDO’s Private Equity PErspectives podcast, Todd Kinney speaks with Zeena Rao, managing director at ICV partners, and Kevin Feinblum, founder and partner at AOS Capital, about why targeting very niche industries can differentiate a PE firm, how to provide value as supply chain issues and inflationary pressures impact portcos, how to build from the ground up with a brand-new fund, especially in a competitive environment, and what’s ahead for M&A amid an increase in...
Published 05/19/22
In BDO’s latest PErspectives podcast, Todd Kinney speaks with Saba Ahmad, partner and COO at Turning Rock Partners and Michael Carter, founder and managing partner at Carter Morse & Goodrich about how PE firms can attract companies, the role banks play in guiding companies to a PE firm, the expected impacts of recently announced SEC regulations on PE firms, and what’s ahead for M&A amid an increase in interest rates.
Published 04/13/22
2021 was a record year for M&A. Will 2022 be another record-breaker, or is the pace of deal making activity bound to retreat? Funds have a massive amount of committed capital to deploy and are investing it faster than they have historically. How is this affecting fundraising?
Published 02/22/22
ESG as a concept has been discussed in the investor community for some time. But amid renewed focus on social inequality and worsening climate change, calls to action have grown louder.
Published 01/05/22
Private equity is getting more aggressive when it comes to deal making, thanks to the ever-competitive deal market. How is that changing tactics, both during and after acquisition?
Published 12/08/21
In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Andrew Schwartz, director at Stifel Financial, and Aaron Richardson, co-founder and managing partner at SMC Infrastructure Partners, who shared their insights about the role of private equity within the infrastructure space and what the future holds.
Published 07/22/21
In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Don Ritucci, managing director and head of healthcare at Oppenheimer and Co., and Jon Santemma, co-founder and general partner at Regal Healthcare Capital Partners, about healthcare M&A activity in the wake of COVID-19.
Published 04/29/21
In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Ken Grider, managing director and head of business development at Raymond James, and Luis Zaldivar, managing partner at Avance Investment Management, about building meaningful connections in today’s deal-making environment.
Published 03/11/21
In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Daniel Schwartz, principal at CIP Capital, and Adam Gross, managing director at JEGI, about varying deal structures to help companies close deals by December 31. During the episode’s Coffee Break, Mike Stevenson, BDO Partner and National Leader, explains how the latest SPAC activity returns compare to traditional IPOs year over year.
Published 12/16/20
Private equity professionals are seeing shifts in their approaches to sourcing deals as more activity is picking up. In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Dan Ryan, Managing Director and Head of Business Development at MidOcean Partners, and John Lenahan, Partner at Wincove Private Holdings, about the latest trends in capital deployment, as well as the PE industry’s cautiously optimistic outlook for 2021.
Published 11/23/20
Private equity professionals continue to adjust their management and investment approaches to be more long-term focused amid a rapidly changing market.
Published 10/12/20
Exploring Add-on Acquisitions & Co-investments
Published 08/24/20