Private Equity Podcast: Karma School of Business

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  

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 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

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

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

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

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

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.

In this episode, host Sean Mooney shares an update on Q3 private equity activity from BluWave's proprietary data. Learn the top takeaways on due diligence trends and informed value creation focuses from over 500 top private equity firms in Q3. To learn more, visit: https://bit.ly/3CfZxmZ

ParkerGale's Partner, Devin Mathews, joins host Sean Mooney to discuss the value of culture, the importance of mental health, the economy's impact on fundraising, tips to weather the economic storm, the benefits of being yourself and more. To learn more, visit: https://bit.ly/3CfZxmZ