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.
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ADVICE

Key Investment Criteria

  • Look for strong leadership, category leadership, and high-quality revenue.
  • These are critical elements for successful private equity investments.
INSIGHT

Necessary But Not Sufficient

  • Strong leadership, category dominance, and revenue quality are necessary.
  • These alone don't guarantee investment success; other factors matter.
ADVICE

Strong Leadership Traits

  • Seek mission-driven CEOs committed to company growth, not mercenaries.
  • Alignment in vision and the ability to set organizational tone are crucial.
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