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

Send us a Text Message.Welcome to The Private Equity Podcast! In this episode, host Alex Rawlings speaks with Rocío Heres, Partner at AltamarCam Partners and discusses the competitive nature of capital raising in Private Equity, stressing the value of talent development and succession planning for long-term success. She highlights the shift towards specialization in the industry and the importance of aligning with LP expectations in fundraising efforts. Rocío shares insights from her internat...

Welcome to The Private Equity Podcast! In this episode, we are joined by Sam Adams, Managing Director of Talent at Berkshire Partners. Sam shares invaluable insights into the importance of talent development and hiring beyond the conventional Private Equity norms. Discover Berkshire Partners' innovative approaches to nurturing talent, their unique selection processes, and the impact these strategies have on their overall success. Sam also discusses the cultural elements that support growth wi...

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

Welcome to The Private Equity Podcast! In this episode, host Alex Rawlings talks with Javar Avery, President at Sun and Moon Capital. They delve into micro-cap investing's potential and the essential role of operational playbooks. Avery discusses the rationale behind focusing on smaller, often overlooked companies, detailing the importance of detailed due diligence and strategic deal-making. He highlights overcoming key risks, like key man risk, and maintaining owner engagement for success. T...

Welcome to The Private Equity Podcast! In this episode, host Alex Rawlings talks with James Mackey, the Managing Director of Climate Investment. They discuss the advantages of a focused investment strategy for boosting deal flow and addressing the climate crisis. James highlights the importance of precise investment criteria in attracting impactful projects, especially in hard-to-abate sectors like heavy industry and transportation. He stresses the need for realistic assessments and data-driv...

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

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

Welcome to The Private Equity Podcast! In this episode we dive into the world of ESG with Cornelia Gomez, Global Head of ESG and Sustainability at General Atlantic. Cornelia brings a wealth of experience, sharing how to seamlessly integrate ESG into Private Equity, enhance business growth, and navigate sustainability challenges. Discover actionable ESG strategies that drive value and prepare companies for a sustainable future.  Breakdown:  [00:00] Introduction to Cornelia Gomez's background...

Welcome to The Private Equity Podcast! This episode provides valuable insights into the mindset and strategies of a successful entrepreneur who has founded and managed multiple businesses. Allan Draper's experiences offer lessons on leadership, the importance of delegation, and the value of aligning with passionate individuals, all crucial for Private Equity investors and portfolio executives aiming for growth and success. Breakdown:  [00:00] Introduction to Allan Draper's business...

Welcome to The Private Equity Podcast! In this episode, Alex Rawlings has an insightful conversation with Maria Pacella, Managing Partner of Pender Ventures. Maria tells us about the critical mistakes made by investors in Private Equity and Venture Capital, the essence of investor discipline, and valuable learnings from her extensive experience in the investment world. Breakdown: [00:00] Introduction to the episode's theme on investor discipline and key mistakes made by investors. [00:51]...

Welcome to The Private Equity Podcast! In this insightful episode, host Alex Rawlings engages with Gregory Shepard, a distinguished entrepreneur, co-founder of BOSS Capital Partners, and a Forbes Books author. Shepard shares his remarkable journey from humble beginnings, growing up in a tent and facing challenges due to his neuro divergences, to becoming a serial entrepreneur with 14 liquidity events and multiple awards under his belt. Breakdown: [00:03] Gregory Shepard's Background: Gregory...

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

Welcome to The Private Equity Podcast! This episode dives into the transformative world of employee ownership, focusing on the Employee Stock Ownership Plan and how it can drive employee engagement and productivity. Guest Daniel Goldstein, former CEO of Folience and an advocate for employee ownership, shares insights into integrating ESOP within a private equity model, fostering workplace culture, and exploring partial ownership benefits. Breakdown: [00:00] Introduction: Welcome to the...

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

In this episode of The Private Equity Podcast, host Alex Rawlings, treats listeners to a deep dive into the realm of artificial intelligence within the Private Equity sphere. Joining Alex as this week's guest is Glenn Hopper, an expert in digital transformation with extensive experience in deploying AI solutions in Private Equity contexts. Throughout the episode, Alex and Glenn explore how AI is reshaping the landscape of Private Equity, offering new avenues for growth, decision-making, and...

In a compelling episode of The Private Equity Podcast, host Alex Rawlings engages in a insightful conversation with industry veteran Brian Cassady. The focus of this episode is on Brian's exceptional achievement of organically increasing revenue by $50 million and creating an impressive $500 million in EBITDA. Throughout the episode, Brian shares the strategic insights and transformative decisions that fueled this substantial growth. From innovative operational tactics to identifying and...

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

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

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

Introducing Bill Canady Bill Canady is the CEO of OTC Industrial Technology and Arrowhead Engineered Products, both backed by private equity. Bill has over thirty years of experience as a global business executive in various industries and markets focused on industrial and consumer products and services. As a leader, Bill aligns with key stakeholders to create a clear and compelling vision to rally an organization to drive growth, control costs, and increase profitability. From his...

Introducing Brian Scanlon Brian Scanlon is the managing partner at Deal Gen Partners, a deal-generation service sourcing deals for Private Equity Funds and Strategic Acquirers. Currently, DealGen Partners manages $2.7B in buy-side mandate and has generated over $900M in deal value. DealGen's combination of outreach strategy and network of partners brings private equity and strategic acquirers the perfect targets for their deal criteria.   What You Will Learn PE deal origination strategies for...

Introducing Charlie Chipchase Charlie Chipchase is the Managing Director and Head of Europe at Petra Funds Group, a leading fund administration provider to global private equity, venture capital, and private debt funds. Charlie is a seasoned private funds attorney and ESG expert with over 20 years of experience working at a $40+ billion private equity firms and international law firms.   What You Will Learn: The growing case for ESG investing in private equity Strong ESG practices for the...

Introducing Brendan Anderson Brendan Anderson is the Founder and Managing Partner of ScaleCo Capital, a lower middle market private equity firm focusing on control-oriented leveraged buyouts and growth equity investments in fast-growing companies. Scalable partners with companies to bring operational expertise and strategic resources to scale a business's growth potential and build long-term value.   What You Will Learn: Why Speed and Change is the New Superpower in Private Equity How to Grow...

Introducing Morty Singer Morty Singer is the Co-Managing Partner at Trout Capital Partners, a private equity firm investing exclusively in the consumer industry. Throughout his career, Morty has been an innovative, sought-after executive in the retail and consumer branches of the fashion industry. He has advised global companies in retail and distribution strategies, operations, and mergers and acquisitions. What You Will Learn: The Power of Great Cultures in Private Equity Why You Need to...