Episodes
In this episode, we sit down with Bill Wosilius, an experienced private equity CEO and board member, to unpack the realities of leading in a PE-backed environment. Bill shares insights on navigating initial challenges, adapting to cultural differences, and balancing operational needs with investor expectations. We also explore what it takes to prove yourself as a first-time CEO, from tackling imposter syndrome to making tough decisions under pressure. Finally, Bill shares lessons learned from...
Published 11/21/24
Published 11/21/24
Join us for a panel discussion on the evolution of the GTM (Go-to-Market) Operating Partner role in private equity, and why it’s becoming essential in today’s market. Joe Gravino, Principal, GTM Search Practice Lead at FALCON, guest hosts a robust panel of GTM-focused operating partners - Sherri Sklar, CEO of GrowthTera and GTM Advisor at Edison Partners, Kevin McShane, GTM Operating Advisor, Five Elms, and Dan Perry, Resource Partner, Sales Excellence at Court Square Capital Partners. X-Fact...
Published 11/07/24
We recently sat down with Jon Sonnenschein, who has experience as both a multi-exited PE-backed CEO and an Operating Partner, to discuss getting the most out of an underutilized value creation lever: culture. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights that help PE-backed executives drive performance. This episode is hosted by FALCON Partner, Rob Huxtable. F...
Published 10/24/24
David Fleming, a multi-exited CFO with over 25 successful buy-side transactions, joins us to discuss how management teams can drive M&A activity and become stronger partners in deal origination and integration with their private equity sponsors. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights that help PE-backed executives drive performance. This episode is ...
Published 10/10/24
Welcome back to the PrivateEquityCXO Webinar Series! Sarah DeMarco, Vice President of Search at FALCON, takes the reins as guest host of X-Factor. Sarah is joined by Amanda Fleig, Vice President of Human Resources at Chronicle Heritage and Maddy Hopsicker, Operating Partner of Talent at Summit Park. Together, they dive into winning strategies for spearheading talent efforts and driving value creation through HR excellence. X-Factor is presented by PrivateEquityCXO, the world’s largest digital...
Published 09/26/24
In this episode, we sit down with Bob Craycraft, a multi-exited, PE-backed CEO, to discuss navigating alignment with a PE firm, from the interview stage to the first 100 days and beyond. Want to join Bob in sharing insights on governance fit? Take 5 to 8 minutes to fill out the PE-CXO 2024 Private Equity Firm Performance Survey and help identify the firms that truly align with and support their executives. Your voice matters! X-Factor is presented by PrivateEquityCXO, the world’s largest digi...
Published 09/16/24
In this episode, we sit down with Brian Lanier, Chief Financial Officer of Fishbowl, an inventory management software company backed by Diversis Capital. Brian shares his insights on strategic pricing within a private equity-backed environment. He breaks down his three essential rules for pricing: leverage your value proposition, determine the “credible no-brainer,” and keep it simple. This straightforward yet powerful approach has been crucial in driving enterprise value. Whether you're a CF...
Published 08/29/24
Carson Tate, c-suite advisor and executive coach, joins us to discuss fostering strong team dynamics and optimizing collaboration within executive teams in portfolio companies. Carson shares her step-by-step process for utilizing “Designed Alliances” to cultivate cohesive executive teams. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights that help PE-backed execut...
Published 08/15/24
Eric Bluhm, Chief Revenue Officer for Modern Campus, an education software provider backed by The Riverside Company, discusses transformational leadership. Eric shares advice on how to make your company unrecognizable in 3 to 5 years — and promote that transformation throughout your teams and individual employees. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and ins...
Published 08/01/24
Jessica Hamilton, Chief Financial Officer for LeaseCrunch, a cloud-based lease accounting software solution backed by Aquiline Capital Partners, joins us to discuss effective change management practices. Jessica offers insights on professionalizing businesses and executing platform strategies while keeping employees aligned. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content an...
Published 07/18/24
Christian Leard, CEO at Perennials and Sutherland, joins us to discuss the journey from a large company executive to his first PE-backed role as CEO of a mid-market company. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights that help PE-backed executives drive performance. This episode is hosted by FALCON Partner, Rob Huxtable. FALCON is a retained executive searc...
Published 07/05/24
Puja Agrawal, Strategic Operating Partner at Kayne Anderson, joins us to discuss embracing sponsor resources, striking the right balance of leadership traits, and leveraging vulnerability to drive value in portfolio companies. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights that help PE-backed executives drive performance. This episode is hosted by FALCON Partne...
Published 06/20/24
Welcome to the first episode of the PrivateEquityCXO Webinar Series! In this exciting debut, Lizzie Jordan, Vice President of Search at FALCON, takes the reins as guest host of X-Factor. Lizzie is joined by Peter Clare, CEO at Relode. Together, they delve into strategies for maximizing returns on founder-led M&A pursuits within the middle-market private equity sector. The discussion highlights best practices for collaborating with founders to drive the next stage of growth and scale. X-Fa...
Published 06/06/24
Ben Riefe, Managing Director for Benford Capital Partners, joins us to discuss developing a value creation plan in partnership with management. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights that help PE-backed executives drive performance. This episode is hosted by FALCON Partner, Rob Huxtable. FALCON is a retained executive search firm exclusively recruiting ...
Published 05/23/24
Stephen Schiller, Chief Growth Officer for EverSmith Brands, a Riverside Company, shares strategies for creating synergy between commercial and finance teams in private equity-backed companies. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights that help PE-backed executives drive performance. This episode is hosted by FALCON Partner, Rob Huxtable. FALCON is a reta...
Published 05/09/24
Jennifer Pereira, Managing Director and Group Head of Private Equity at Fengate Asset Management’s Toronto office joins us to reveal how private equity investors think through the investment thesis of a portfolio company throughout its lifecycle. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights that help PE-backed executives drive performance. This episode is hos...
Published 04/25/24
Lindsay Guzowski, Founder and CEO of The Crucible, joins us to discuss the one-of-a-kind performance enhancement research tool – The Crucible – designed exclusively for the PE-backed middle market. Built with the express purpose of helping executives understand fit, performance, and opportunities for coaching and development within the context of PE environments. Enjoy 30% off when you purchase The Crucible Full Report via our link. X-Factor is presented by PrivateEquityCXO, the world’s large...
Published 04/12/24
Arindam Basu, Managing Director at KeyBanc Capital Markets, joins us to discuss deal markets and forward-looking macroeconomic conditions for deal activity. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights that help PE-backed executives drive performance. This episode is hosted by FALCON Partner, Rob Huxtable. FALCON is a retained executive search firm exclusivel...
Published 03/28/24
Andrea Petrone, Human Performance and Leadership Advisor, Executive Coach, and International Speaker, joins us to discuss executive performance coaching and continuous improvement in the private equity-backed environment. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights that help PE-backed executives drive performance. This episode is hosted by FALCON Partner, Ro...
Published 03/14/24
Dan Cremons, founder of Accelera Partners and accomplished author, joins us to discuss his three pillars of human capital-based value creation: hiring smarter, developing faster, and leading better. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights that help PE-backed executives drive performance. This episode is hosted by FALCON Partner, Rob Huxtable. FALCON is a...
Published 02/29/24
Join us for a panel discussion on how PE-backed CXOs can thrive amid the current dealmaking environment to maximize their M&A efforts. Lindsay Guzowski, Partner at FALCON and CEO of The Crucible, guest hosts a panel of seasoned M&A experts - Meredith Beuchaw, Partner at Lowenstein Sandler, Eric Crabb, CEO at Valcourt Group and Board Director and Adam Oakley, Managing Director at Mesirow Investment Banking.X-Factor is presented by PrivateEquityCXO, the world’s largest digital community...
Published 02/15/24
Tom Walzer, CEO of Saco Foods, joins us to discuss the balancing act between organic and inorganic growth to maximize your sponsor’s MOIC and IRR. Tom shares his six pillars of M&A success: 1) Strategy, 2) Arbitrage, 3) Synergy, 4) White Space, 5) New Product Development, and 6) Future M&A Opportunities. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights th...
Published 02/01/24
Join us for a panel discussion on what private equity-backed companies and sponsors can do to strengthen and support the pipeline of women entering and advancing in PE roles.Lindsay Guzowski, Partner at FALCON and CEO of The Crucible, moderates a conversation between Lynne Berreman, CFO at Clean Freak and Rainstorm Car Wash, and Anna O’Nan, CFO at Baker Hill Solutions. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your fre...
Published 01/18/24
Join us for a panel discussion on maximizing organic value creation through hiring and enabling CROs. Joe Gravino, Vice President of GTM Search at FALCON, guest hosts a robust panel of GTM-focused operating partners - Kevin McShane, Operating Partner at HKW, Zorian Rotenberg, Operating Partner at Charlesbank Capital Partners, and Paul Stansik, Operating Partner at ParkerGale. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your f...
Published 01/04/24