The Private Equity Podcast, by Raw Selection

Today’s GuestToday we welcome Jon Ostenson CEO of FranBridge Consulting & Capital (FBC). As the former president of an Inc. 500 franchise system and a multi-brand franchisee himself, Jon is an expert in non-food franchise industries. At FBC, he educates clients and introduces them to franchising investment opportunities.  What You’ll LearnInvesting opportunities in the franchise industryRise of non-food and non-retail franchisesFranchisee VS franchisor level of investment Challenges in franchise investingBreakdown[00:39] Getting to know Jon Ostenson[01:47] Why Jon got into private equity[02:48] Common mistake by PE firms and portfolio companies[05:03] Reasons to invest in the franchise industry[08:46] Industry and market trends in franchising [10:10] Challenges of investing at the franchise level [11:35] Convincing LPs to invest in franchise businesses[12:53] Advice to PE firms about niche specialization[14:35] Notable attributes of top-performing individuals[16:37] Jon’s learning resources[19:38] Employee retention and succession planning [20:47] Jon’s advice to his 20-year-old selfResourcesJon’s LinkedInFranBridge Consulting Website Thank you for tuning in!To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Today’s GuestToday we welcome James Lee who is a partner at Proskauer Rose’s private equity/M&A group. He advises private equity firms, venture capital funds, and portfolio companies on a variety of transactions such as mergers and acquisitions, leveraged buyouts, and PE and VC investments to name a few. From 2015 to 2018, James has been nominated and has received several M&A Advisor Awards for his exceptional legal counsel. What You’ll LearnSmoother deal process through transparent communicationESG metrics, certification, and credit ratingsStandardizing M&A purchase agreements for better deal flow Breakdown[01:03] Getting to know James Lee[04:10] Common mistake by PE firms and portfolio companies[12:01] The need for standardized ESG metrics[16:55] Certification of ESG practices[20:09] ESG Scores in the credit market [26:20] The need for standardized purchase agreements [35:51] Law firms as true partners to clients[41:51] Full markups in the auction process[43:54] Advising founders during mergers & acquisitions[47:36] Notable attributes of top-performing individuals[52:25] Private equity: the good and the bad[59:45] James’ learning resourcesResourcesJames’ LinkedInJames’ Email James’ Mobile Number: +1 212 969 3036  Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Today’s GuestToday we welcome Nancy Barnes, a freelance human resources professional who works with several businesses inside a private equity portfolio. In her 18 years of talent management, she has helped transform international companies by making strategic HR changes to drive business growth.  What You’ll LearnThe importance of transparent communicationHow to avoid panic hiringStrategic approach to human resource managementCreating a social engagement teamWhat characteristics to look for in senior hires Breakdown[00:37] Getting to know Nancy Barnes[01:47] Common HR mistake by PE firms and portfolio companies [04:57] Adapting to a fast-paced environment[07:50] Alignment of HR strategy with business goals[11:40] Improving the integration process of an add-on acquisition[15:32] How to build engagement with teams[18:31] Recruitment and succession planning[22:17] A good hire should be comfortable with change[26:53] Private equity: the good and the bad[30:50] Nancy’s learning resources ResourcesNancy’s LinkedInNancy’s Website  Thank you for tuning in!To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com. 

Today’s GuestToday we welcome Anthony DeCandido who is a financial services partner at RSM, the leading provider of audit, tax, and consulting services to the middle market. He also serves as RSM’s main advisor for environmental, social, and governance (ESG) practices. With his industry expertise, Anthony helps companies adapt ESG strategies so they can achieve better business results.What You’ll LearnImportance of ESG in private equityHow to implement ESG strategies in the companyEssential ESG metrics to reportTrends in the private equity industry Breakdown[00:40] Getting to know Anthony DeCandido[02:30] ESG in private equity[04:01] Common mistake by PE firms and portfolio companies[05:55] How to start integration of ESG strategy[07:48] Key performance indicators to track ESG[12:07] Private equity: the good and the bad[14:55] Notable attributes of top-performing individuals[16:20] Anthony’s learning resources[17:22] Major trends in private equity[24:03] Popularity of special purpose acquisition companies (SPAC)[25:20] Using alternative data for better insightResourcesAnthony’s LinkedInRSM Website  Thank you for tuning in!To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Today’s GuestToday we welcome Dan Shockley, Managing Director and Co-Founder of LFM Capital. Dan has over two decades of experience in management leadership and operations. He has held managerial positions at American Axle, Caterpillar, and Amazon before entering private equity.LFM Capital is a PE firm that invests in lower to middle market manufacturing companies and industrial service businesses. They help businesses develop world-class operations which increases long term value for all stakeholders.  What You’ll LearnHow to build trust between PE firms and portfolio companiesBalancing the use of objective and subjective dataCreating a better strategy with the use of analytics and data Trends in the manufacturing industry Breakdown[01:10] Getting to know Dan Shockley[05:30] Dan’s career transition into private equity[09:17] Common engagement mistake by PE firms [14:59] Negotiating a win-win deal in private equity[19:39] Dangers of being too data driven[23:06] How to engage with portfolio companies [25:40] Improving performance through insight[27:28] Trends in the industrial and manufacturing space[32:23] Notable attributes of top-performing individuals[36:02] Dan’s learning resourcesResourcesDan’s LinkedInDan’s EmailLFM Capital Website   Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com. 

Today's GuestToday we welcome Kjael Skaalerud, the Chief Revenue Officer in Altvia, a market-leading provider for CRM and investor & deal management systems built explicitly for Private Equity Firms. He is also the founder of Skaling Ventures and believes businesses blend art and science to create and capture value. What You'll LearnHow data is taking over the Private Equity and Venture Capitals spaceTwo well-known ways companies grow their revenueWhy Private Equity Firms are not at the forefront of tech adoptionHow industry revolution is positively impacting value creation and shifting market dominance Breakdown[00:40] Getting to know Kjael Skaalerud[03:32] Mistakes made by PE Firms and their portfolio companies[06:50] The digital collision coming for PE and VC firms[19:32] Technology adoption in the PE space[22:10] Understanding proprietary deal flow[34:02] How to accelerate growth in the venture capital/private equity space[37:19] Attributes of a top-performing individual[44:01] Kjael's go-to information resourceResourcesKjael’s LinkedInKjael’s WebsiteCompeting in the Age of AIThe Algebra of HappinessThe Untethered Soul Thank you for tuning in!To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Today’s GuestToday we welcome Reynir Indahl, Founder and Managing Partner of Summa Equity, a company solely dedicated to impact investing in companies that seek to solve global challenges. He enjoys everything from being part of the deal to driving performance and also hosts the Corporate Unplugged podcast. What You’ll LearnHow the Private Equity Space has evolved over timeThe benefits of niching down your businessWhy sustainability is the new driver for value creationRole of purpose in business successWhy millennials prefer working for companies with meaning and purpose Breakdown[00:57] Getting to know Reynir Indahl[04:33] Solving global challenges[07:50] How Reynir and his company guarantee investment returns[15:55] Challenges faced when setting up Private Equity Firms[21:27] Reynir’s transition from the corporate world into entrepreneurship[24:30] How to better engage with a portfolio executive[33:29] Notable attributes of top performing PE firms[35:50] Reynir’s go-to information sourceResourcesThe Private Equity 4.0 articleGive and Take by Adam GrantReimagining Capitalism by Rebecca HendersonReinventing Organizations by Frederic LalouxReynir’s WebsiteReynir’s LinkedInThe Corporate Unplugged Podcast Thank you for tuning in!To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Today’s GuestToday we welcome Oliver Gottschalg founder and head researcher of PERACS, the leading private equity analytics provider. Oliver also serves as an associate professor at HEC Paris and as academic dean of the TRIUM Global Executive MBA. Combining all of his research and work experience in private equity, Oliver has been in the field for 20 years now. What You’ll LearnHow PERACS deals with both GPs and LPs Challenges in acquiring private equity data How PE firms can identify their USPSuccess metrics to look out for in PE firmsCompany acquisition from a founder’s point of view Breakdown[00:49] Getting to know Oliver Gottschalg[02:09] PERACS as a PE specialist advisory firm [03:02] Gathering and analyzing private equity data[05:17] Key indicators of success for GPs[10:46] How LPs can identify good PE firms[13:54] How PE firms can present themselves better to LPs[18:45] Common mistake of PE firms in marketing and positioning[20:27] How PE firms can identify their unique selling proposition[23:06] Why Oliver founded PERACS[28:46] The acquisition of PERACS [34:41] Notable attributes of top-performing PE firms[35:59] Data availability in private equity[39:16] Oliver’s learning resources ResourcesOliver’s LinkedInOliver’s Email Thank you for tuning in!To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Private Equity PodcastToday’s GuestToday we welcome Adam Coffey, bestselling author of The Private Equity Playbook. For over two decades, he worked as president and CEO of several private equity-backed service companies. Currently, he is the CEO of CoolSys, a market-leading refrigeration and HVAC service company in America.  What You’ll LearnRecruiting the right people to drive growth Best practices for acquisition and integrationAdam’s exit strategy Breakdown[00:00:47] Getting to know Adam Coffey[00:05:24] Common mistake by private equity firms [00:08:36] Recruiting the right talent for specific roles[00:17:15] Acquisition and integration strategy[00:23:22] Challenges in managing portfolio of companies[00:28:12] Advice for exiting private equity investments[00:36:11] Why Adam got into writing[00:45:46] Notable attributes of top-performing individuals[00:50:47] Private equity: the good and the bad[00:56:00] Adam’s learning resources[01:00:37] Navigating through COVID-19 ResourcesAdam’s LinkedInAdam’s WebsiteThe Private Equity Playbook Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.

Today’s GuestToday we welcome Bruce Sinclair, founder and principal consultant of Digital Operating Partners. Drawing from his experiences as a CEO and as a consultant, he authored two books on how businesses can leverage technology to create more value.  What You’ll LearnDefinition of digital transformation and how it creates value How to get started on digital transformationThe role of digital transformation in private equityExample applications of high-level technology to create smart products and services Onboarding the right expert or team to create structural change Breakdown[00:49] Getting to know Bruce Sinclair[02:40] Why Bruce got into writing[05:46] Digital transformation and its impact[13:58] Biggest mistake by private equity firms in digital transformation[17:40] Founding a company during COVID-19[21:54] The Role of Digital Operating Partners[25:54] How digital transformation creates value [32:50] Examples of digital transformation [38:36] How to begin digital transformation in portfolio of companies[45:19] Notable attributes of top-performing individual[47:08] Qualities to look for in a digital transformation expert or team[52:02] Bruce’s learning resourcesResourcesThe Private Equity Digital Operating PartnerIoT IncDigital Operating Partners WebsiteBruce’s EmailThe Private Equity Digital Transformation Show   Thank you for tuning in! To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com