Value Creation in Lower Middle Market

On this episode Shiv interviews Eliot Kerlin, Co-Founder of Broadwing Capital, to explore how PE firms can create value in the lower middle market by combining a systematic playbook with deep operational resources.

Eliot explains Broadwing’s five-part framework—from fortifying the foundation and scaling for growth to talent development, stakeholder impact, and exit preparation—and how their ops team works side by side with management to implement change.

He also shares how to prioritize initiatives when resources are limited, why investing in human capital is critical to execution, and how building long-term relationships creates lasting advantages in private equity.

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.