Episodes
Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 1Q 2022 that are top of mind for PE investors. PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends. Visit https://www.ey.com/pepulse to view this quarter’s summary and infographic.   Five takeaways from 1Q 2022: The macroeconomic environment is top of mind for investors as uncertainty impacts...
Published 04/28/22
Greg Schooley, EY-Parthenon US Value Creation Leader, joins Winna Brown to discuss what tasks PE is outsourcing across business functions such as finance, IT, HR and customer service to create value. The path to successful value creation in private equity (PE) today goes beyond typical levers such as G&A cost-cutting, sales force effectiveness and strategic sourcing. It’s about an approach that leverages digital tools including automation, strategic outsourcing and advanced analytics. ...
Published 04/21/22
Danny Warshay, Executive Director of the Nelson Center for Entrepreneurship at Brown University, explores how the “See, Solve, Scale” entrepreneurial process can help PE investors screen potential investments. Partnering with a private equity (PE) firm has become especially attractive for founders of lower and middle market companies that aim for transformational, sustainable growth. As active and engaged investors, PE brings not only capital, but specialized industry expertise and...
Published 03/31/22
Pam Jackson, CEO of Level20, joins Winna Brown to reveal how mentorship programs can help women build long-term careers in PE.  According to a report that EY teams recently published on diversity, equity and inclusiveness (DEI), the private equity industry’s ability to meet stakeholder demands, access capital, win deals and compete for talent is increasingly contingent on progress against DEI metrics. Talent management has become the number two strategic priority across PE firms of all...
Published 03/08/22
In this episode, Laura Grattan, Managing Director at Crosspoint Capital, and Jeff Vogel, Head of the Software Strategy Group at EY-Parthenon, join Winna Brown to explore how PE firms can position themselves to win tech deals in today’s highly competitive market. Contact Laura: [email protected] Contact Jeff: [email protected] According to the latest EY PE Pulse report, 2021 was the year of the tech deal: 30% of total capital deployed last year was allocated to...
Published 02/17/22
Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 4Q 2021 that are top of mind for PE investors. PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends. Visit https://www.ey.com/pepulse to view this quarter’s summary and infographic.   Five takeaways from 4Q 2021: 2021 was a year for the record books for private equity (PE) firms, with investment...
Published 01/27/22
In this episode, Nic Humphries, Senior Partner and Executive Chairman of Hg, joins Winna Brown to explore how Hg’s philosophy of curiosity and experimentation has enabled it to become one of the most active technology investors in the world. Contact Nic: [email protected]  As an early adopter of artificial intelligence (AI), machine learning and analytics, Hg has embraced an investment and organizational philosophy of curiosity and experimentation that has enabled it to become one of the...
Published 01/06/22
In this episode, Tyler Brewster, Senior Director at EY-Parthenon, joins Winna Brown to reveal the drivers behind PE’s increasing presence in pro sports and explore both the opportunities and risks for investors. Contact Tyler: [email protected] Private equity (PE) is now undeniably present in the world of professional sports. According to Pitchbook, over the past 18 months, PE firms have taken on passive stakes in professional sports franchises and leagues after the NBA, MLB...
Published 12/16/21
Tricia Glynn, a Partner at Advent International, shares best practices from Advent’s renowned DEI program and discusses how private equity (PE) firms can build an inclusive culture and incorporate diversity, equity and inclusion (DEI) into their value creation thesis. Tricia has been a PE investor for over 20 years and currently serves on boards such as Lululemon and Olaplex, and co-leads Advent’s North American Retail, Consumer and Leisure sector team.  To read EY's new report on DEI in PE,...
Published 12/07/21
Entrepreneurs and companies seeking investment may find a family office (FO) a compelling alternative to private equity (PE). According to Preqin, family office deals currently represent 2.5% of total M&A deals, a small share but one that has been steadily increasing since the great financial crisis. The Economist estimates family offices manage assets worth an estimated US$4 trillion, with individual offices averaging $500 million to $1 billion in AUM according to Forbes. Our guest is...
Published 11/23/21
Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 3Q 2021 that are top of mind for PE investors. PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends. Visit https://www.ey.com/pepulse to view this quarter’s summary and infographic.   Five takeaways from 3Q 2021: Global M&A markets are on their way to a record year, with private equity (PE)...
Published 11/05/21
Hanne Thornam, EY Norway Head of Climate Change and Sustainability Services, joins Winna Brown to share why PE is in a unique position to lead our transition to a low-carbon, circular economy. Contact Hanne: [email protected] As private equity (PE) firms focus on ESG, they must also pivot to a long-term, forward-thinking mindset. For an industry accustomed to using historical data to project the next four to five years, this is no simple task; however, it is an existential one....
Published 10/14/21
Political risk is creating challenges and opportunities for global organizations, including private equity (PE) firms and investors who are increasingly exploring cross-border deals as valuations soar across the US and Europe. On a previous episode, we talked about why PE firms must embed a geostrategy so they are able to recognize unique opportunities and use that strategy to inform their investment decisions. Today, we dive into three specific areas of geopolitical risk that are...
Published 09/23/21
Luke Pais, EY ASEAN Private Equity Leader, explores why Southeast Asia is a vibrant region for PE investors who adeptly navigate local dynamics.   Contact Luke: [email protected] According to the Preqin Investor Survey conducted in November 2020, Southeast Asia is among the top three emerging markets ideal for private equity (PE) and venture capital (VC) investment in the next 12 months. The region is welcoming to foreign capital, with entrepreneurs and family conglomerates actively...
Published 09/02/21
Cybersecurity professionals John Nugent, Vice President at Apax and Paul Harragan, Associate Partner at EY-Parthenon, explore how PE can manage cybersecurity risk and why it should be viewed as a value creation lever rather than a cost. Contact Paul Harragan: [email protected]  Cyberattacks happen constantly, and companies display a wide range of preparedness. Private equity (PE), like any other industry, is not immune from this growing threat. 1H2021 saw increase in ransomware...
Published 08/12/21
Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 2Q 2021 that are top of mind for PE investors. The PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends. Visit https://www.ey.com/pepulse to view the summary and infographic.   5 takeaways from 2Q 2021: Exit activity via M&A and IPO are seeing record levels of activity, which is impacting the...
Published 07/20/21
Lindsey Kiely and Bhakti Nagalla of the EY-Parthenon Consumer Industries and Private Equity practices join Winna Brown to explore the consumer product categories, behaviors and trends investors should keep an eye on. Contact Lindsey: [email protected] Contact Bhakti: [email protected]  The consumer products and retail sectors have certainly been ones to watch. The COVID-19 pandemic both accelerated existing trends and forced the industry to accommodate novel...
Published 07/01/21
Greg Brown, Executive Director at the Institute for Private Capital and Finance Professor at the University of North Carolina (UNC) Kenan-Flagler Business School, joins Winna Brown to discuss what the Institute’s academic research says about PE’s performance and the role private capital plays in the global economy. To get in touch with Greg, email [email protected]  The Institute for Private Capital (IPC) is a non-profit, multi-university research initiative that’s housed at the...
Published 06/10/21
Jeff Vogel, EY-Parthenon US Managing Director and Head of the Software Strategy Group, joins Winna Brown to explore the complexities and key trends shaping the software deal landscape. Visit ey.com to read our latest private equity perspectives. The “software economy” is comprised of companies that sell or license software as well as software-enabled business services companies that differentiate themselves on the basis of their software. Because a software asset is especially complex to...
Published 05/20/21
Tricia Glynn, a Partner at Advent International, shares best practices from Advent’s renowned DEI program and discusses how private equity (PE) firms can build an inclusive culture and incorporate diversity, equity and inclusion (DEI) into their value creation thesis. Tricia has been a PE investor for over 20 years and currently serves on boards such as Lululemon and Olaplex, and co-leads Advent’s North American Retail, Consumer and Leisure sector team.  For more information on Advent's DEI...
Published 04/29/21
Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from Q1 2021 that are top of mind for PE investors. The PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends. Visit https://www.ey.com/pepulse to view the summary and infographic.   5 takeaways from 1Q 2021: The first quarter of 2021 was a blockbuster quarter for PE deals, and in fact was the highest...
Published 04/22/21
DeJeana Chappell, EY National Workplace Leader and Senior Manager in the EY Corporate Real Estate Practice, describes the focus areas and priorities of a robust workplace reimagination strategy. Contact DeJeana: [email protected]  Visit ey.com to read our latest private equity perspectives. The COVID-19 pandemic has given companies an opportunity to reimagine their real estate and talent strategies and self-disrupt legacy practices, philosophies and ways of working to shape their...
Published 04/08/21
Andrés Sáenz, Líder Global de Private Equity para EY, se une a los socios de EY-Parthenon, Ángel Estrada y Juan David Taboada, para explorar qué significa la NextWave Private Equity para Latinoamérica y cómo la digitalización, la transparencia, el propósito y el talento están transformando a esta industria en la región. Visita ey.com para escuchar la conversación completa de 30 minutos. Contact Ángel: [email protected]  Contact Juan David: [email protected]  ...
Published 03/18/21
Ángel Estrada and Juan David Taboada, EY-Parthenon Partners in Mexico City and Bogotá respectively, join Winna Brown to discuss the industries in which PE should consider deploying capital in LATAM. Contact Ángel: [email protected] Contact Juan: [email protected] Visit ey.com to read our latest private equity perspectives.  The number of Limited Partners (LPs) with exposure to Latin America (LATAM) continues to trend higher. According to the latest survey from...
Published 03/18/21
Karim Anani and Alex Zuluaga, co-leaders of the EY SPAC Practice, explore why SPACs attract PE investors and advise how they should manage SPAC transactions. Contact Karim: [email protected]  Contact Alex: [email protected]  Visit ey.com to read our latest private equity perspectives. 
Published 02/25/21