Private Equity Podcast: Karma School of Business

Elements of Value in Private Equity: Insights from Top Business Builders

Aug 21, 2024

Join industry titans Carl Press from Thoma Bravo, Suzanne Yoon of Kinzie Capital, John Caple of Hidden Harbor Capital Partners, Erica Blob of Brighton Park Capital, and Eric Hansen from Blue Sea Capital as they delve into the heart of value creation in private equity. They discuss the importance of strong leadership and customer focus. The group shares insights on selecting growth-stage companies and the essentials of value investing. Discover how effective management and diversification can drive investment success.

36:35

Creator website

Episode guests

AI Summary

Highlights

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Effective leadership, characterized by collaboration and alignment with investors, is essential for driving successful investments in private equity.

Investors prioritize companies with differentiated offerings and a strong customer-centric culture, as these attributes signal potential for sustained growth.

Deep dives

The Importance of Strong Leadership

A strong leader is crucial for a successful investment in a company, as highlighted by insights from industry experts. The ideal CEO should not only be mission-driven but also open to collaboration and growth alongside investors. This partnership resembles a marriage, necessitating alignment on goals and approaches, as misalignment may lead to friction during the investment period. Moreover, the tone set by leadership greatly influences organizational culture and direction, making it imperative for investors to prioritize working with passionate and committed leaders.

Hard vs Less Hard to change. Sage, ServiceTitan, CRM. PE Investment Principals.

04:31

Shorter tenured teams as a strength. Fresh thought diversity.

04:49

Intro

2min

Investment Essentials in Private Equity

14min

Navigating Value Investing in Private Equity

4min

Building Business Foundations for Growth

6min

The Power of Customer-Centric Leadership

2min

Navigating Private Equity Success

9min

Join host Sean Mooney in a special compilation episode of the Karma School of Business, featuring key insights from industry leaders on value creation in private equity. This episode distills wisdom from Carl Press (Thoma Bravo), Suzanne Yoon (Kinzie Capital), John Caple (Hidden Harbor Capital Partners), Erica Blob (Brighton Park Capital Partners), and Eric Hansen (Blue Sea Capital) into actionable strategies for CEOs, CFOs, and founders. Discover what drives investment decisions and how to cultivate value in your company.

Episode Highlights:

00:00 - Introduction to the elements of value in private equity.
01:55 - Carl Press on leadership and revenue quality.
09:22 - Suzanne Yoon on product differentiation and customer focus.
17:17 - John Caple on value investing essentials.
22:49 - Erica Blob on selecting growth-stage companies.
29:30 - Eric Hansen on the importance of diversification and management integrity.

Links:

To listen to Carl Press's episode, go to: https://www.bluwave.net/podcasts/carl-press-thoma-bravo/
To listen to Suzanne Yoon's episode, go to: https://www.bluwave.net/podcasts/suzanne-yoon-kinzie-capital/
To listen to John Caple's episode, go to: https://www.bluwave.net/podcasts/john-caple-hidden-harbor/
To listen to Erica Blob's episode, go to: https://www.bluwave.net/podcasts/erica-blob-brighton-park-capital/
To listen to Eric Hansen's episode, go to: https://www.bluwave.net/podcasts/eric-hansen-blue-sea-capital/

Gain insights into the core elements of value that shape successful private equity investments and learn how to apply these principles to your business.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more