Private Equity Podcast: Karma School of Business

James Sidwa, Managing Partner at Heartwood Partners, offers insights from his background in family entrepreneurship and private equity. He discusses the significance of trust and strategic planning when investing in family-run businesses. The conversation highlights tailored value creation strategies, emphasizing innovation and leveraging expert guidance. James shares his personal journey, the importance of integrity, and adaptability in navigating challenges. He reflects on the joy of recruitment and organizational growth, celebrating the opportunities that arise from fostering a growth mindset.

Susan Soh, Chief of Capital Formation and Investor Relations at GrowthCurve Capital, transitioned from law to private equity, driving innovative investment strategies. In this discussion, she highlights the importance of data-rich businesses and the transformative role of AI. Susan shares her views on adaptability, curiosity, and the necessity of building strong partnerships in the private equity landscape. She also emphasizes the significance of tech adoption for future success and reflects on her entrepreneurial spirit that shapes her approach to investments.

Jay Jester, a Partner at Plexus Capital with a strong background in family business, shares his journey through the evolving landscape of private equity. He emphasizes the value of adaptability and long-term relationships in business development. Jay discusses the transformative shift from traditional methods to proactive deal-making and the importance of culture in driving success. He also reflects on personal growth in leadership, advocating for a balance between accountability and inspiration in fostering excellence.

Conor Grennan, a New York Times bestselling author and Chief AI Architect at NYU Stern, dives into the fascinating world of AI. He discusses his journey from skepticism to becoming an AI influencer and emphasizes the importance of mentorship in understanding AI. Conor shares effective strategies for utilizing AI in professional growth, highlighting its role in transforming hiring practices. He also explores how generative AI can serve as a thought partner for leaders, advocating for a balance between technology and human insight in the evolving workplace.

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.

Join Sean Mooney for a compelling episode of Private Equity Spotlight featuring Pam Hendrickson, Vice Chairman of The Riverside Company and Chairman of the Board of Directors of the American Investment Council. In this episode, Pam delves into her journey within the private equity sector, sharing insights on leadership, the transformative power of private equity, and the importance of strategic vision in fostering growth and resilience in businesses. Episode Highlights: 00:00 - Introduction to Pam Hendrickson's journey from aspiring doctor to a pivotal figure in private equity. 10:57 - Clarifying the distinction between private equity and hedge funds, focusing on strategies for long-term growth. 17:24 - Overview of Riverside's support for portfolio companies, including cybersecurity enhancements. 25:31 - Addressing misconceptions: The proactive efforts of private equity in influencing public perception and policy. 31:37 - Succession planning and monetization strategies for businesses owned by baby boomers through private equity. 37:37 - Leadership insights: Pam shares lessons on decision-making and influence, inspired by military principles. For more on The Riverside Company, visit www.riversidecompany.com. For more about Pam Hendrickson, visit https://www.linkedin.com/in/pamelahendrickson/. For more about BluWave and this podcast, visit www.bluwave.net/podcasts.

Join Sean Mooney and Troy Phillips from BPOC for an insightful discussion on navigating the private equity landscape. Troy shares his finance-to-PE journey, highlighting the significance of cash flow, human capital, and strategic investment. Drawing from his unique experiences, including collegiate boxing, Troy offers a comprehensive look at BPOC's approach to investments and the critical role of staffing in today's market. Episode Highlights: 1:07 - Troy's transition from finance to private equity. 5:02 - Emphasizing cash flow's importance in business evaluation. 14:57 - BPOC's strategic focus on human capital and organic growth. 22:06 - Healthcare investment criteria and the impact on PE strategy. 33:45 - Troy's reflections and advice on the value of real-world experience over formal education. For more on BPOC, visit www.bpoc.com. For more about Troy Phillips, visit www.linkedin.com/in/troy-phillips-03896a7. For more about BluWave and this podcast, visit www.bluwave.net/podcasts.

Sean Mooney and Chris Gibson of Compass Group Equity Partners delve into the nuances of private equity, highlighting the significance of cash flow, Midwest values, and the crucial role of people in business success. Chris recounts his path from leverage finance to co-founding Compass Group, sharing insights on the firm's unique approach and the value of hands-on experience in PE. Episode Highlights: 0:40 - Chris's journey into private equity and the formation of Compass Group. 5:02 - The pivotal role of cash flow in evaluating business opportunities. 10:02 - How Midwest values shape Compass Group's business philosophy. 19:57 - Introduction of Compass Guides for portfolio company support. 25:31 - The advantage of real-world experience over formal education in PE. 33:03 - Chris's perspective on the importance of building strong partnerships and trust. For more information on Compass Group Equity Partners, visit https://www.cgep.com/ For more information on Chris Gibson, visit https://www.linkedin.com/in/chris-gibson-53a0381b For more information on BluWave and this podcast, visit www.bluwave.net/podcasts

In this episode, Sean Mooney provides an uplifting overview of BluWave's Q2 2024 Private Equity Insights Report. Amidst fluctuating economic conditions, the private equity deal market shows promising signs of recovery, mirroring the broader economic upturn. Drawing an analogy to Nashville's changing seasons, Sean reflects on the cyclical nature of the economy and the private equity landscape. Key insights include the role of limited partners in catalyzing market activity, the significance of a stabilizing economy, and emerging trends in due diligence and sector-specific investments. This episode offers a hopeful perspective on the future of private equity as we navigate through the economic recovery. Episode Highlights: 0:00 - Introduction to Q2 2024's positive trends in private equity. 2:31 - Economic indicators pointing to a deal market recovery. 6:04 - Analogy of seasonal changes and economic cycles. 12:31 - Limited partners' influence on the deal market. 17:35 - Observations of increased due diligence and sector-specific investments. For further details and insights, visit www.bluwave.net/insights-report. Catch more episodes of the Karma School of Business Podcast at www.bluwave.net/podcasts.

Chris Cathcart, a key player at The Halifax Group with deep roots in entrepreneurship, shares his inspiring journey into private equity. He discusses the transformative impact of private equity on small businesses, emphasizing the importance of leadership and team dynamics. Chris reflects on his values—faith, family, and the influence of Wake Forest—shaping his investment philosophy. He also highlights the critical need for investing in people and systems, offering sage advice on patience and perspective for career growth and success.