Private Equity Podcast: Karma School of Business

Latest Episodes:

Hernan Saenz, Bain & Company | A Glance into the Future of the Planet, the Power of Circular Transformation and the Role Private Equity Can Play Apr 26, 2023

Show notes

The Karma School of Business is joined by Bain and Company Global Head of Performance and Improvement, Harnan Saenz to take a deep dive on the future of the economy as it relates to sustainability, viewed through the lens of private equity. The conversation topics include:

2:30 "Remanufacturing" and forces applying pressure to traditional operations

5:21 What is the circular economy?

13:13 The current policies set up by the government related to the circular economy

16:03 Barriers to a circular economy

25:21 How can tech be leveraged to support the circular economy?

27:13 Measuring progress toward circularity

29:25 The role of private equity in promoting circularity

30:28 Incorporating circular principles into investment strategies

33:01 Investment opportunities and most promising sectors

35:46 Challenges a PE firm might face when investing in a circular economy

37:13 How can firms work with portcos to improve sustainability?

39:39 How PE can collaborate with governments and other stakeholders to promote the circular economy

HR, Tech Take Center Stage in Q1: Private Equity Industry Update Apr 13, 2023

Show notes

We share top private equity insights from our Q1 2023 Insights Report where we evaluate proprietary data from over 500 leading private equity firms across thousands of projects. We compare year over year activity from the BluWave Activity Index to share how private equity is reacting to the current economic state. Join BluWave Founder and CEO, Sean Mooney, as he discusses:

1:07 - Comparing the economy in 2023 to 2008
2:52 - The breakdown between due diligence and value creation
6:25 - How private equity is being strategic in diligence during the unsteady economic environment
8:35 - What is fueling the increase in value creation activity
11:58 - The top three functional areas in the BluWave Activity Index
16:06 - How to get additional insights and trends

Click here to get the report: http://bit.ly/3obXJXu

Charlie Gifford, New Heritage Capital | Differentiation in Private Equity, Advice to Business Builders Mar 28, 2023

Show notes

Private equity insights from Charlie Gifford, a senior partner at New Heritage Partner, in this episode relate to how PE firms can differentiate themselves from the competitors to win more often. Charlie speaks to BluWave Founder and CEO, Sean Mooney, about the following topics:

1:45 Charlie's background

7:00 Why did he get into private equity

9:02 How private equity reacts to change

13:22 The evolution of the private IPO

15:29 How New Heritage stands out to portcos

20:55 The future of private equity

25:30 Charlie's advice to aspiring business builders

29:49 Learning how to be successful

36:10 Pro tips about wine

SVB Bank Crisis: What Will Happen Next and How Private Equity Will Reframe Crisis into Opportunity Mar 22, 2023

Show notes

The Silicon Valley Bank and Signature Bank collapses of March 2023 are top of mind for many investors and business leaders. In this episode, Sean Mooney explains what happened and how if affects the private equity industry. Additionally, Sean predicts how private equity will react to the crisis and gives advice on how to turn the situation into an opportunity for growth, rather than a setback.

For more info, go to http://bit.ly/40hZQH2

0:52 What happened on the weekend of March 18, 2023

2:28 What happens next

4:35 How the bank collapses impact private equity

6:40 Turning crisis into opportunity

8:03 PE's reaction to crisis (Ooda Loops)

13:06 How all companies can learn from PE firms during a crisis

Colonel John Boyd's Ooda Loop concept: https://en.wikipedia.org/wiki/OODA_loop

Doug Horn and Mohit Kansal, Clairvest | Strategic Collaboration and Structure in Business Mar 01, 2023

Show notes

Doug Horn and Mohit Kansal from Clairvest, a private equity firm based out of Toronto, join the Karma School of Business podcast to discuss:

0:42 Clairvest's history and focus

3:27 How Clairvest works to collaborate with entrepreneurs

5:43 Valuable traits that Clairvest considers before making investments

8:17 Mohit's approach to high-stress times

11:52 Advice to business owners on how to tackle economic uncertainty

16:55 Doug's predictions for the PE industry in the near future

22:40 Clairvest's book/movie recommendations

27:43 Advice Mohit would give to his 22 year old self

29:26 Doug's life hack

To learn more, visit: https://bit.ly/3CfZxmZ

Demetrios Dounis, Heartwood Partners | Path to Private Equity, Value Creation, Acquisitions Feb 21, 2023

Show notes

In this episode, host Sean Mooney chats with Demetrios Dounis, a partner at Heartwood Partners, to discuss his path to private equity, and his unique approach to business building.

0:55 Demetrios' path to private equity

3:04 Demetrios' upbringing

4:39 What to look for in a prospective investment

8:44 Lessons to learn from change

12:24 How Heartwood approaches value creation

16:32 How business leaders can find the right private equity partner

20:30 Demetrios' advice to business leaders starting to think about add-on acquisitions

26:34 Advice to his younger self

To learn more, visit: https://bit.ly/3CfZxmZ

Marshall Phelps, MidOcean Partners | Value Creation, Business Growth, Building a Company Feb 13, 2023

Show notes

Host Sean Mooney sits down with Marshall Phelps, a Managing Director at MidOcean Partners, to discuss his unique path to the private equity industry. Marshall also provides insight on value creation as it relates to business growth.

1:40 Marshall's story

7:27 Investment banking to PE

13:46 Unique perspective on driving value

18:52 How do PE Firms standout in the M&A process

23:05 A seller's perspective on IOI & LOIs

25:25 Biggest opportunities in the investment world

30:11 Marshall's book recommendations

33:47 Marshall's advice to his younger self

To learn more, visit: https://bit.ly/3CfZxmZ

Private Equity Industry Update: 2022 Jan 25, 2023

Show notes

In this episode, Sean Mooney shares an update on 2022 private equity activity from BluWave's proprietary data. Learn the top takeaways on due diligence trends and value creation focuses from over 500 private equity firms in 2022.

1:14 - Private Equity does best when times are worst

2:04 - Due Diligence and Value Creation mix

3:35 - Functional area focus: Human Capital

5:45 - Functional area focus: Strategy

8:06 - Functional area focus: Operations

8:53 - Functional area focus: Technology

10:26 - Functional area focus: Sales & Marketing

To learn more, visit: https://bit.ly/3CfZxmZ

Top 5 Private Equity Predictions in 2023 Jan 04, 2023

Show notes

In this episode, BluWave founder and CEO, Sean Mooney shares data-backed private equity predictions for 2023 including:

The 2023 economy (0:57)
The VC bubble is going to burst (5:30)
In-person work will make a return (7:20)
Brands will be become evermore important in PE (10:14)
The rise of AI and analytics in mainstream business (11:45)

To learn more, visit: https://bit.ly/3CfZxmZ

Top 5 Private Equity Trends In 2022 Dec 12, 2022

Show notes

It was in interesting year for private equity. In this episode, BluWave Founder and CEO Sean Mooney, breaks down what he's identified as the top 5 trends of 2022:

Private equity firms run toward the (economic) storm
The rise of human capital
Digitization & data
ESG
Fundraising

BluWave supports hundreds of PE firms and their portcos, giving us a unique bird's-eye view of what's happening in the business world. We hope you enjoy these insights.

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