Private Equity Podcast: Karma School of Business

Latest Episodes:

Scott Phillips, Orix Capital Partners | How to Focus on the Things That Matter in Private Equity Aug 17, 2023

Show notes

Scott Phillips, a Managing Director at Orix Capital Partners, joins the Karma School of Business podcast to discuss key data monitoring and choosing the key KPIs that really help companies grow. In this episode we discuss:

0:53 - Scott's path to private equity (including a background in industrial modeling)

6:22 - Identifying businesses that could or will be great

14:01 - The trend towards value creation and a unique approach

22:38 - Working with portfolio companies to find opportunities in uncertain times

27:58 - Scott's advice to his younger self: resilience

For more information on Orix Capital Partners, go to www.orixcapitalpartners.com

For more information on BluWave and this podcast, go to www.bluwave.net/podcast

Paul Stansik, ParkerGale Capital | The Sales Metric Playbook: A Private Equity Guide to Measuring Sales Growth Aug 08, 2023

Show notes

The Karma School of Business podcast is joined by Paul Stansik, an Operating Partner at ParkerGale Capital, to discuss his Sales Metric Playbook and overall approach to growth within portfolio companies. In the episode, we discuss:

2:06 - Paul's origin story and path to private equity

8:01 - The Sales Metrics Playbook and the importance of clean data

15:42 - What to do after you've got clean data

20:08 - Analyzing specific cohorts of revenue

30:04 - Managing long-term revenue goals versus short-term

36:42 - What benefits the key questions in the Sales Metric Playbook have in portcos

40:17 - Prioritizing sales opportunities

44:20 - The importance of marketing

To get in touch with Paul and ParkerGale, go to parkergale.com.

To get on the list for the weekly Sales Metric Playbook, go to parkergale.com/weekly-sales-metrics.

For more information on BluWave and this podcast, go to bluwave.net/podcast.

AI Roundtable: Tangible Takeaways to Help Leverage Artificial Intelligence Aug 03, 2023

Show notes

In this special episode, we have exclusive audio from our recent webinar: Activating AI: Empowering Your Business for Success. The panel of experts from this webinar includes:

Alex Castrounis, Founder and CEO, Why of AI
Nik Kapauan, Principal, Access Holdings
Ken McLaren, Partner, AI, Frazier Healthcare Partners
Keith Thomas, National Practice Lead, Security Operations, AT&T

The panel, moderated by Karma School of Business host, Sean Mooney, includes the following topics:

4:40 - What pre-cursor activities to perform before diving in to AI

10:20 - Things that companies should keep in mind to remain secure

13:50 - Expert opinions on best in class tools

27:23 - Most addressable use cases for everyday companies

34:07 - Considerations that companies should take when implementing tools off the shelf

39:03 - Things that may take shape in the near future

46:55 - Answering FAQs

To view the on-demand webinar, go to www.bluwave.net/demystifying-ai-webinar-registration/.

For more information on this podcast, go to www.bluwave.net/podcast.

www.whyofai.com

www.accessholdings.com

www.frazierhealthcare.com

www.att.com

Brit Yonge, Corsair Capital | An Expert Perspective on Strategy and Resilience in Private Equity Jul 25, 2023

Show notes

Join us for an in-depth conversation with Brit Yonge, an Operating Partner at Corsair Capital, to hear his expert perspective:

1:29 - Brit's path to private equity

6:23 - How Brit formed his values from serving the US Military

13:45 - Characteristics for evaluating a great company

21:56 - Working with management teams to build great companies

25:44 - Persevering through an uncertain economy

32:15 - Personal/professional growth books and topics from Brit

For more information on Corsair Capital, go to www.corsair-capital.com.

For more information on this podcast, go to www.bluwave.net/podcast.

Q2 Snapshot: Key Findings from BluWave's Private Equity Insights Report Jul 18, 2023

Show notes

Listen as Sean Mooney discusses private equity findings from the Q2 2023 BluWave Insights Report. The report uncovers how private equity firms are taking action, securing safety and finding success. In this episode, Sean discusses:

1:02 - Why value creation is surging

3:33 - Cooling activity on human capital

4:32 - Growing activity across other value creation sectors

5:12 - The trend toward data and AI

6:30 - An update on 2023 predictions

To download the full report, go to www.bluwave.net/insights-report/.

Cici Zheng, ParkerGale Capital | Private Equity Advice on Pricing, Human Capital and More Jul 13, 2023

Show notes

We're joined by Cici Zheng, a Partner from ParkerGale Capital to give her operations-focused perspective on many different private equity topics. Listen to the conversation as we discuss:

2:30 - Cici's path to private equity

8:19 - What traits show a company has potential

13:06 - Focusing on all facets of a company

17:18 - The strategy behind working with portco management teams

20:31 - Navigating uncertain economies

24:05 - Getting buy-in from portco sales teams on pricing changes

27:31 - Cici's advice to her younger self

To learn more about ParkerGale Capital, go to www.parkergale.com.

To learn more about BluWave and this podcast, go to www.bluwave.net/podcast.

David Hellier, Bertram Capital | Harnessing Data to Innovate, Differentiate and Evolve Jun 29, 2023

Show notes

We're joined by David Hellier, a partner at Bertram Capital, to discuss:

1:31 - His background and what brought him to private equity

5:40 - How private equity is evolving

9:18 - David's story about throwing out the first pitch

11:09 - Overcoming adversity and being differentiated

16:23 - Running private equity like a business

22:37 - How data and AI will impact productivity

27:50 - Finding opportunity admidst uncertainty

34:08 - David's life hack

For more information on Bertram Capital, go to their website: bertramcapital.com

For more information about this podcast, go to bluwave.net/podcast

Filling a Need: Unraveling the History and Growth of the Private Equity Industry Jun 08, 2023

Show notes

In this captivating episode, we delve into the history of private equity, exploring its origins, confronting industry stigmas, and witnessing its evolution into a dynamic force. Join us as we:

(0:54) Uncover the ideas that gave birth to the first private equity firms, laying the groundwork for an industry that would reshape the business landscape.
(5:37) Challenge the prevailing stigma personified by 1980s Wall Street movies, to explore how the industry has and continues to evolve.
(10:05) Highlight the shifting focus of private equity towards the people involved and the value they can create, from investors to management teams.
(13:18) Touch on the importance of being the best in private equity, engaging the right third party resources to help.
(15:20) Revisit the current state of PE and predict where it's going.

For more information on the Karma School of Business podcast, go to www.bluwave.net/podcasts.

For more information about BluWave, go to www.bluwave.net.

John Huhn, Compass Group Equity Partners | Unlocking Success: The Power of Persistence in PE Jun 01, 2023

Show notes

A managing partner from Compass Group Equity Partners, John Huhn, joins the Karma School of Business Podcast to discuss:

1:04 - John's background and path to private equity

9:28 - The most important traits to look for when evaluating a potential investment

13:50 - What makes Compass unique and how they approach value creation

21:34 - Advice to successfully manage a rocky economic period

26:52 - Important aspects of the portco-PE firm relationship

31:30 - John's advice to his younger self

And much more.

To learn more about Compass Group, go to https://www.cgep.com/.

To learn more about BluWave, go to www.bluwave.net.

Brian Adams, Excelsior Capital | Real Estate vs. Buyout: Private Equity Investor Perspectives May 09, 2023

Show notes

Brian Adams, Founder and President of Excelsior Capital, joins the Karma School of Business podcast to discuss real estate investing and compares it to private equity investing. Brian dives into a broad scope of topics, including:

1:44 His path to real estate investing

5:55 Advantages and benefits to real estate investing

10:36 How to evaluate a good investment

17:39 How the current economic landscape is impacting the real estate investing industry

21:48 The long term outlook for real estate investing

30:29 What lessons Brian would teach his younger self