Elements of Value in Private Equity (Part II): More Insights from Top Business Builders

<p class="mb-2 last:mb-0">"Elements of Value in Private Equity: Advanced Insights from Industry Leaders" offers a comprehensive look into the critical factors that define successful private equity investments. Host Sean Mooney, CEO of BluWave, is joined by industry experts Susan Soh (GrowthCurve), Cory Eaves (BayPine), Jessica Ginsberg (LFM Capital), Troy Phillips (BPOC), and Joe McIlhattan and Ami Mehta (Periscope Equity). Together, they unravel the complexities of value creation, focusing on data's impact, leadership effectiveness, compliance in healthcare, and the transformative role of technology.</p> <p class="mb-2 last:mb-0">Episode Highlights:</p> <ul> <li>01:36 - Susan Soh discusses data utilization and growth in middle-market businesses.</li> <li>06:43 - Cory Eaves focuses on leadership, strategy clarity, and product maturity.</li> <li>12:41 - Jessica Ginsberg delves into competitive advantages, growth strategies, and investor fit.</li> <li>16:30 - Troy Phillips highlights operational compliance, management depth, and customer quality.</li> <li>20:50 - Joe McIlhattan and Ami Mehta cover value propositions, team capabilities, and technology's role in growth.</li> </ul> <p class="mb-2 last:mb-0">To listen to Susan Soh's full episode, go to <a href="https://www.bluwave.net/podcasts/susan-soh-growthcurve-capital/">https://www.bluwave.net/podcasts/susan-soh-growthcurve-capital/</a></p> <p class="mb-2 last:mb-0">To listen to Cory Eaves' full episode, go to <a href="https://www.bluwave.net/podcasts/cory-eaves-baypine/">https://www.bluwave.net/podcasts/cory-eaves-baypine/</a></p> <p class="mb-2 last:mb-0">To listen to Jessica Ginsberg's full episode, go to <a href="https://www.bluwave.net/podcasts/jessica-ginsberg-lfm-capital/">https://www.bluwave.net/podcasts/jessica-ginsberg-lfm-capital/</a></p> <p class="mb-2 last:mb-0">To listen to Troy Phillips' full episode, go to <a href="https://www.bluwave.net/podcasts/troy-phillips-bpoc/">https://www.bluwave.net/podcasts/troy-phillips-bpoc/</a></p> <p class="mb-2 last:mb-0">To listen to Joe and Ami's full episode, go to <a href="https://bluwave.net/podcasts/ami-mehta-joe-mcilhattan-periscope-equity/"> https://bluwave.net/podcasts/ami-mehta-joe-mcilhattan-periscope-equity/</a></p> <p class="mb-2 last:mb-0">For more information on BluWave and this podcast, go to <a href="https://www.bluwave.net/podcasts">https://www.bluwave.net/podcasts</a></p> <p class="mb-2 last:mb-0"> </p>

00:26:24

Human Capital vs. Human Resources: Investing in People for Private Equity Success with Joelle Marquis

<p class="mb-2 last:mb-0">Explore leadership and culture in private equity with Joelle Marquis, President of Arsenal Capital Partners. Host Sean Mooney and Joelle discuss the critical role of human capital in the industry, offering insights into Arsenal Capital's approach to fostering talent and building a culture of excellence.</p> <p class="mb-2 last:mb-0">Episode Highlights:</p> <p class="mb-2 last:mb-0">01:30 - Joelle's entry into private equity and her career growth.</p> <p class="mb-2 last:mb-0">02:40 - The importance of leadership and culture in business growth.</p> <p class="mb-2 last:mb-0">08:24 - Evaluating companies through talent, strategic alignment, and partnership.</p> <p class="mb-2 last:mb-0">16:03 - Arsenal's culture of genuine partnership and servant leadership.</p> <p class="mb-2 last:mb-0">18:46 - Keeping strategic alignment and recalibrating for success.</p> <p class="mb-2 last:mb-0">22:01 - Leadership, culture, and their impact on organizational success.</p> <p class="mb-2 last:mb-0">26:48 - Differentiating human resources and human capital.</p> <p class="mb-2 last:mb-0">33:05 - Life hacks for organizational success: the "three knock rule" and positive intent.</p> <p class="mb-2 last:mb-0">Links:</p> <p class="mb-2 last:mb-0">For more on Arsenal Capital Partners, visit <a href="https://www.arsenalcapital.com/">https://www.arsenalcapital.com/</a>.</p> <p class="mb-2 last:mb-0">For more on Joelle Marquis, visit <a href="https://www.linkedin.com/in/joelle-marquis-805407">https://www.linkedin.com/in/joelle-marquis-805407</a>.</p> <p class="mb-2 last:mb-0">To listen to more episodes visit <a href="https://www.bluwave.net/podcasts">https://www.bluwave.net/podcasts</a>.</p>

00:38:05

Private Equity is Throttling Toward a Breakout: Q3 2024 Insights

<p class="mb-2 last:mb-0">Explore BluWave's Q3 2024 PE insights report with Sean Mooney, BluWave's Founder and CEO. This episode unpacks the latest trends, strategies, and predictions shaping the private equity landscape. Learn about the competitive dynamics, team retention strategies, and the focus on growth initiatives that are setting the stage for a breakout in 2025.</p> <p class="mb-2 last:mb-0">Episode Highlights:</p> <p class="mb-2 last:mb-0">00:00 - Introduction and overview of BluWave's Q3 2024 PE insights report.</p> <p class="mb-2 last:mb-0">01:19 - Exploring competitive tension in private equity and strategies for creating alpha.</p> <p class="mb-2 last:mb-0">02:36 - Analyzing current deal market dynamics and predictions for 2025.</p> <p class="mb-2 last:mb-0">03:26 - Strategies for team retention and top grading within PE firms.</p> <p class="mb-2 last:mb-0">08:39 - The surge in growth strategy initiatives and their future implications.</p> <p class="mb-2 last:mb-0">15:10 - The emerging role of data science in private equity and industry predictions.</p> <p class="mb-2 last:mb-0">To request the Q3 2024 Private Equity Insights Report, go to <a href="https://www.bluwave.net/insights-report">https://www.bluwave.net/insights-report</a>.</p> <p class="mb-2 last:mb-0"> </p>

00:26:03

Thoughts on Lower Middle Market Private Equity with Michael Rubel

In this episode of the Karma School of Business, Sean Mooney, founder and CEO of BluWave, engages in a revealing conversation with Mike Rubel, Managing Partner at RFE Investment Partners. Delve into Mike's journey from his early fascination with the stock market to his influential role in private equity. This discussion touches on the transformation of private equity fundraising, the significance of adaptability in one's career, and Mike's strategies for fostering growth and innovation within portfolio companies. Discover the keys to success in private equity and the vital role of cultivating a culture of excellence.</p> <p class="mb-2 last:mb-0">Episode Highlights:</p> <ul> <li>1:03 - Welcome and introduction to Mike Rubel's unique path to private equity.</li> <li>5:17 - Exploring Mike Rubel's naval family tradition and its influence on his career.</li> <li>10:14 - The significance of finding unique companies in traditional industries.</li> <li>18:38 - Mike Rubel's approach to value creation and the role of human capital.</li> <li>29:48 - The importance of culture and incentives in driving business success, and Mike's advice for enjoying the journey.</li> </ul> For more information on RFE Investment Partners, go to <a href="https://www.rfeip.com/">https://www.rfeip.com/</a></p> For more information on Mike Rubel, go to <a href="https://www.linkedin.com/in/michael-rubel-79820b2">https://www.linkedin.com/in/michael-rubel-79820b2</a></p> For more information on BluWave and this podcast, go to <a href="https://www.bluwave.net/podcasts">https://www.bluwave.net/podcasts</a></p>  </p>

00:36:40

Adapting to Change: Philip Lewis' Strategy in Private Equity

<p class="mb-2 last:mb-0">In this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, sits down with Philip Lewis, Partner at Fulcrum Equity Partners. From his early days in investment banking to his significant role in shaping Fulcrum Equity Partners, Philip shares his unique journey into the private equity world. This conversation explores the dynamic landscape of private equity fundraising, the importance of adaptability in career paths, and Philip's insights into the future of the industry. Join us as we delve into the strategies for success in private equity and the impact of innovation on the sector's growth.</p> <p class="mb-2 last:mb-0">Episode Highlights:</p> <ul> <li>1:06 - Philip's unconventional path to private equity, from communications to venture capital.</li> <li>3:27 - The growth and evolution of Fulcrum Equity Partners from a startup fund to managing nearly a billion under management.</li> <li>5:17 - Personal insights: Philip's early aspirations and experiences that shaped his professional outlook.</li> <li>7:26 - Tackling challenges head-on: Philip's approach to problem-solving and crisis management.</li> <li>15:26 - The role of culture and values in driving business success and team alignment.</li> <li>22:21 - Navigating the current fundraising market: Trends and strategies for private equity firms.</li> <li>29:33 - Philip's book recommendation and its relevance to professional growth and leadership.</li> </ul> For more information on Fulcrum Equity Partners, go to <a href="https://www.fulcrumep.com/">https://www.fulcrumep.com/</a></p> For more information on Phillip Lewis, go to <a href="https://www.linkedin.com/in/philiplewisfulcrum">https://www.linkedin.com/in/philiplewisfulcrum</a></p> For more information on BluWave and this podcast, go to <a href="https://www.bluwave.net">https://www.bluwave.net</a></p>  </p>

00:37:19

The Dynamics of Fundraising in Private Equity with Christian Bullitt

<p class="mb-2 last:mb-0">Join us in this episode of Private Equity Spotlight where Sean Mooney, founder and CEO of BluWave, engages in a deep dive with Christian Bullitt, Managing Director at Raymond James Private Capital Advisory Practice. With a career that has traversed from public relations to the heart of private equity, Christian brings a wealth of experience and a unique viewpoint on the evolving fundraising landscape. This episode unpacks the challenges facing private equity firms in today's fundraising environment, the critical role of operational excellence, and what Limited Partners (LPs) are currently seeking in their private equity partnerships.</p> <p class="mb-2 last:mb-0">Episode Highlights:</p> <ul> <li>1:53 - From PR to private equity: Christian's unconventional path to success.</li> <li>4:19 - Insights into Christian's background and his early aspirations.</li> <li>7:11 - What LPs value in private equity firms in the current market.</li> <li>14:16 - Analyzing the present state of private equity fundraising.</li> <li>22:36 - Effective strategies for standing out in the fundraising arena.</li> <li>27:17 - How Raymond James supports PE firms amidst fundraising challenges.</li> <li>33:32 - A book recommendation from Christian and its influence on his professional outlook.</li> </ul> For more information on Raymond James, go to <a href="https://www.raymondjames.com/corporations-and-institutions/investment-banking"> https://www.raymondjames.com/corporations-and-institutions/investment-banking</a></p> For more information on Christian Bullitt, go to <a href="https://www.linkedin.com/in/christianbullitt">https://www.linkedin.com/in/christianbullitt</a></p> For more information on BluWave, go to <a href="https://www.bluwave.net/">https://www.bluwave.net</a></p>  </p>

00:40:24

Private Equity Spotlight: Caleb Clark on Entrepreneurial Spirit in Investment

<p class="mb-2 last:mb-0">In this engaging episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, sits down with Caleb Clark, Senior Partner at ATL Partners. With a rich background that spans from investment banking to private equity, Caleb shares his journey through the industry, highlighting his entrepreneurial roots and his role in shaping ATL Partners. This conversation explores the importance of asymmetric returns, strategic investments, and building a firm that not only excels in making best-in-class investments but also in being a best-in-class business itself.</p> <p class="mb-2 last:mb-0">Episode Highlights:</p> <ul> <li>1:56 - From investment banking to private equity: Caleb's path to ATL Partners.</li> <li>5:19 - Entrepreneurial roots and the transition to building ATL Partners.</li> <li>8:22 - Personal insights: From politics to private equity.</li> <li>15:42 - Identifying value in potential investments: Caleb's approach.</li> <li>22:21 - The role of sector focus in assessing and growing investments.</li> <li>27:24 - Embracing change and innovation for future success.</li> <li>34:41 - Advice to younger self: Embrace opportunities and adaptability.</li> </ul> For more information on ATL Partners, go to <a href="https://www.atlpartners.com/">https://www.atlpartners.com/</a></p> For more information on Caleb Clark, go to <a href="https://www.linkedin.com/in/clarkcaleb/">https://www.linkedin.com/in/clarkcaleb/</a></p> For more information on BluWave and this podcast, go to <a href="https://www.bluwave.net/podcasts/">https://www.bluwave.net/podcasts/</a></p>  </p>

00:48:24

Private Equity Spotlight: James Sidwa on Nurturing Growth in Family Businesses

<p class="mb-2 last:mb-0">In this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, sits down with James Sidwa, Managing Partner at Heartwood Partners. James shares his journey from the roots of entrepreneurship within his family to his pivotal role in private equity. With a rich background that spans across continents and sectors, James brings a unique perspective on investing in family and founder-run businesses in the lower middle market. This conversation delves into the importance of trust, strategic planning, and the transformative power of partnerships in driving business success.</p> <p class="mb-2 last:mb-0">Episode Highlights:</p> <ul> <li>1:34 - From Arthur Andersen to the world of private equity.</li> <li>3:14 - The evolution of James' career and the growth of Heartwood Partners.</li> <li>5:07 - Personal insights: Family, scouting, and the joys of sailing and skiing.</li> <li>9:23 - Key traits Heartwood Partners looks for in companies: Trustworthiness and market leadership.</li> <li>15:38 - Value creation strategies: Building on company strengths and addressing common challenges.</li> <li>21:07 - Embracing change and innovation for future success.</li> <li>28:15 - Advice to younger self: Embrace adaptability and seize opportunities that open doors.</li> </ul> For more information about Heartwood Partners, go to <a href="https://heartwoodpartners.com/">https://heartwoodpartners.com/</a></p> For more information about James Sidwa, go to <a href="https://www.linkedin.com/in/jamessidwa">https://www.linkedin.com/in/jamessidwa</a></p> For more information on BluWave and this podcast, go to <a href="https://www.bluwave.net/podcasts">https://www.bluwave.net/podcasts</a></p>  </p>

00:35:32

Private Equity Spotlight: Susan Soh on Building with Data and Innovation

<p class="mb-2 last:mb-0">In this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, engages in a dynamic conversation with Susan Soh, Chief of Capital Formation and Investor Relations at GrowthCurve Capital. Susan shares her unique journey from law to the forefront of private equity, highlighting her transition through various sectors of finance and her role in shaping innovative investment strategies at GrowthCurve Capital. This episode delves into the importance of data-rich businesses, the transformative power of AI and digital tools in private equity, and the value of adaptability and questioning in professional growth.</p> <p class="mb-2 last:mb-0">Episode Highlights:</p> <ul> <li>1:12 - Susan's transition from law to private equity and her early experiences in the field.</li> <li>3:02 - The founding journey of GrowthCurve Capital and its innovative approach.</li> <li>6:28 - Personal insights: The entrepreneurial spirit and embracing technology.</li> <li>10:21 - Key traits GrowthCurve looks for in companies: Data-rich and growth-oriented.</li> <li>16:25 - Hands-on partnership: How GrowthCurve collaborates with portfolio companies for value creation.</li> <li>25:26 - The imperative of adopting AI and digital transformation for future success.</li> <li>35:02 - Advice to younger self: Embrace adaptability, curiosity, and the power of networking.</li> </ul> <p class="mb-2 last:mb-0">For more information on GrowthCurve Capital, go to <a href="https://www.growthcurvecapital.com/">https://www.growthcurvecapital.com/</a></p> <p class="mb-2 last:mb-0">For more information on Susan Soh, go to <a href="https://www.linkedin.com/in/susan-soh-653a213">https://www.linkedin.com/in/susan-soh-653a213</a></p> <p class="mb-2 last:mb-0">For more information on BluWave and this podcast, go to <a href="https://www.bluwave.net/podcasts">https://www.bluwave.net/podcasts</a></p>

00:44:43

Private Equity Spotlight: The Evolution of Business Development with Jay Jester

<p class="mb-2 last:mb-0">In this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, engages Jay Jester, Partner at Plexus Capital, in a revealing conversation. Jay recounts his path from early family business experiences to establishing the business development role within private equity, highlighting the significance of adaptability, strategic relationships, and the human element in navigating the industry's evolution.</p> <p class="mb-2 last:mb-0">Episode Highlights:</p> <ul> <li>00:00 - Welcoming Jay Jester and his impact on the private equity landscape.</li> <li>1:18 - The journey from family business to private equity innovation.</li> <li>8:21 - Establishing the business development role in private equity.</li> <li>13:31 - The importance of relationships between private equity firms and investment banks.</li> <li>25:20 - The role of culture and people in driving private equity success.</li> <li>43:59 - Advice to younger self and the value of standard bearers within organizations.</li> </ul> <p class="mb-2 last:mb-0">For more about Plexus Capital, visit <a href="https://plexuscap.com/">https://plexuscap.com/</a>.</p> <p class="mb-2 last:mb-0">For more about Jay Jester, visit <a href="https://www.linkedin.com/in/jay-jester-768108/">https://www.linkedin.com/in/jay-jester-768108/.</a></p> <p class="mb-2 last:mb-0">For more Karma School of Business episodes, visit <a href="https://www.bluwave.net/podcasts/">https://www.bluwave.net/podcasts/</a>.</p>

00:57:04