The Private Equity Podcast, by Raw Selection

Bill Canady, CEO of OTC Industrial Technology and Arrowhead Engineered Products, shares key strategies for data-driven growth in PE firms, becoming customer-centric, and managing multiple companies. He discusses the common mistakes in PE and the profitable sales model. Bill emphasizes leveraging data to achieve PE goals and his Profitable Growth Operating System (PGOS). He also shares his motivation for writing books and resources for self-improvement. Additionally, the podcast touches on the importance of going fast, drawbacks of drop shipping, having a clear mission and goal, and the significance of studying history.

Brian Scanlon, managing partner at Deal Gen Partners, discusses PE deal origination strategies, mistakes PE founders make, growing a PE equity fund, and what PE should start doing differently in deal origination. He also talks about the mindsets of founders who want to sell their company, overcoming negative bias in PE, and his likes and dislikes about private equity.

Introducing Charlie ChipchaseCharlie Chipchase is the Managing Director and Head of Europe at Petra Funds Group, a leading fund administration provider to global private equity, venture capital, and private debt funds. Charlie is a seasoned private funds attorney and ESG expert with over 20 years of experience working at a $40+ billion private equity firms and international law firms. What You Will Learn:The growing case for ESG investing in private equityStrong ESG practices for the benefit funds and their investorsThe common ways ESG creates value in private equity Breakdown:[00:00] Introduction[02:40] The Mistakes PE Firms Make with Their Portfolio Companies[04:50] The Role of ESG in Private Equity Investing[07:46] How to Get the Most Out of ESG Data[10:12] Ways to Improve Your ESG Strategy[15:30] Why All PE Firms Should Consider ESG Investing[21:06] What Charlie Likes and Dislikes About Private Equity[23:16] The Humility Aspect of PE Investing [25:32] What Charlie Watches, Reads, and Listens To [28:50] Parting Thoughts The Growing Case For ESG in Private EquityEnvironmental, Social, and Governance (ESG) factors are rapidly gaining traction in private equity, and for good reason. As society becomes increasingly aware of its environmental and social responsibilities, investors seek ways to align their capital with positive change. And what better way to do that than to go the ESG route? According to Charlie, ESG integration in private equity is not just a moral choice; it's a smart investment strategy. PE firms that recognize the long-term benefits of ESG attract the best talent, raise capital faster, and sell for profitable margins. Companies with strong ESG performance also tend to outperform their peers in the long run. We live in a world where sustainability is paramount. ESG integration in private equity is not just a trend but a win-win strategy, benefiting both investors and society. Links and Resources:Charlie's LinkedInPetra Funds GroupCharlie's Email - Charlie@petrafundsgroup.comThe Watchman's Rattle by Rebecca D. CostaThe Spy and the Traitor: The Greatest Espionage Story of the Cold War by Ben Macintyre 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.  

Introducing Brendan AndersonBrendan Anderson is the Founder and Managing Partner of ScaleCo Capital, a lower middle market private equity firm focusing on control-oriented leveraged buyouts and growth equity investments in fast-growing companies. Scalable partners with companies to bring operational expertise and strategic resources to scale a business's growth potential and build long-term value. What You Will Learn:Why Speed and Change is the New Superpower in Private EquityHow to Grow and Scale a Profitable Portfolio CompanyThe Benefits of Investing in Small, High Gross Margin Companies Breakdown:[00:00] Introduction[02:15] The Mistakes PE Firms Make with Their Portfolio Companies[04:20] The Sub 5 Million EBITDA Bussines Model[06:46] How Brendan and His Team Drive Value Creation[09:56] The Biggest Benefit of Investing in Small Profitable Companies[11:14] The Most Effective Way to Run a Portfolio Company[12:37] Processes and Systems For Effective Fund Management [14:36] What Brendan Likes and Dislikes About Private Equity[16:20] What Brendan Watches, Reads, and Listens To [17:24] Parting Thoughts Speed and Change: The New Super Power in Private EquitySpeed and change is the new superpower in private equity. According to Brendan, we live in an age where you must execute everything with speed. When you buy a portfolio company, go in as fast as possible, make changes, and start driving value immediately. Most portfolio companies have been operating the same way for decades. And although they might be profitable, their way of doing things is not necessarily the best way to run a business.  Traditionally, many PE firms favored a hands-off approach to managing the operations of portfolio companies. They leave the management teams to run operations and only focus on driving strategic direction. However, times have changed, and nowadays, PE firms hire operational specialists who work collaboratively with management teams to provide additional bandwidth and support. For Brendan, this approach is what accelerates speed and change in the more profitable PE firms.  Links and Resources:Brendan on LinkedInScaleco.comBrendan’s Email: Brendan@scaleco.com 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.  

Introducing Morty SingerMorty Singer is the Co-Managing Partner at Traub Capital Partners, a private equity firm investing exclusively in the consumer industry. Throughout his career, Morty has been an innovative, sought-after executive in the retail and consumer branches of the fashion industry. He has advised global companies in retail and distribution strategies, operations, and mergers and acquisitions.What You Will Learn:The Power of Great Cultures in Private EquityWhy You Need to Invest in Companies with Solid CulturesThe People Factor in Private EquityBreakdown:[00:00] Introduction[01:50] The Mistakes PE Firms Make with Their Portfolio Companies[03:59] Building the Right Relationships in Private Equity[05:45] Traub Capital’s Main Differentiator[08:04] Why Focus on Culture as a Private Equity Firm[14:31] Building a Great Culture in a Portfolio Company[18:08] How Culture Drives Deal Flow in Private Equity [20:54] Kindness is a Super Power[22:51] Traub Capital’s Focus on the Consumer Bussiness[28:25] Why Traub Capital Launched Their Own Podcast[30:39] What Morty Likes and Dislikes About Private Equity[33:44] What Morty Watches, Reads, and Listens To [35:28] Parting ThoughtsThe Importance of Great Cultures in Private EquityIn the fast-paced world of private equity, where financial deals and high-stakes investments rule the day, one often overlooked yet profoundly influential factor is culture. According to Morty, culture is what makes or breaks successful PE investments. For him, culture is not just a buzzword; it’s the very essence of who they are as a company. The same is true for the portfolio companies you invest in. Investing in companies with great cultures can be far more profitable than investing in companies with bad cultures. By valuing culture and nurturing it within your firm, you can unlock many advantages that will propel your private equity goals to new heights. Morty and Traub Capital follow an approach built on P-E=T, where Positivity minus Ego equals Trust.Links and ResourcesTraubcapitalpartners.comMorty on LinkedInThe Daily Stoic: 366 Meditations on Wisdom, Perseverance, and the Art of Living by Ryan Holiday and Stephen HanselmanThe Obstacle Is the Way: The Timeless Art of Turning Trials into Triumph by Ryan Holiday  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.  

Adam Coffey, CEO, best-selling author, and Forbes Business Council member, shares insights on building a billion-dollar business and the challenges of scaling. He emphasizes the importance of getting unit level economics right and hiring the right talent. The podcast also explores the feeling of achieving a billion-dollar exit and the importance of staying engaged. Learn how to get in touch with Adam Coffey and access his books.

Introducing Carl CoxCarl J. Cox is a Business growth strategy expert, podcast host, and the CEO of 40 Strategy, where he helps CEOs scale with strategic excellence. He is also the author of Lost At CEO: An Entrepreneur's Guide To Strategy. The book reveals a uniquely different approach to strategies that have the power to transform any business that has struggled with stale strategic retreats, failed initiatives, and stalled-out growth. What You Will Learn:The Power of Strategic Planning in Private EquityHow to Design a World-Class Strategic PlanWays to Move From Lagging to Leading IndicatorsBreakdown:[00:00] Introduction[01:50] The Mistakes PE Firms Make with Their Portfolio Companies[02:49] Marrying People, Processes, and Systems in a Firm[04:14] From Lagging Indicators to Leading Indicators[06:47] Indicators That Prove You're Headed in the Right Direction[08:53] Strategies and How Often to Track Your Them[12:10] The Concept of Strategic Accountability[15:29] What a World-Class Strategy Looks Like[19:25] Motivation For Writing the Book[23:30] What Carl Likes and Dislikes About Private Equity[28:57] What Carl Watches, Reads, and Listens To [33:02] Parting Thoughts The Foundations of a Strategic Plan in Private EquityReady to scale your private equity firm the right way? Well, it's very simple. All you need is a world-class strategic plan and the accountability to get it done. According to Carl, all these can be achieved by focusing on only three things:Initiatives that Create Value. As a PE firm, you must focus on the initiatives that create the most value. Highlight all potential strategic initiatives, then rank them according to feasibility, and double down on the ones that have a greater organizational impact. To improve your chances of success, Carl recommends focusing on at most three strategic plans at a time.The Right KPIs. Choose KPIs that are leading indicators, not lagging indicators. Stop focusing on the outcome and instead focus on the behaviors that lead to them. A solid strategic plan should have metrics for behaviors and actions that can be tracked and monitored regularly. Accountability. PE firms should make accountability a core part of their business strategy. Keep your people accountable. Don't take your eye off the ball because people will likely fall back into old habits. As a leader, start by setting clear deadlines, establishing roles, and performing regular check-ins. The more successful PE firms ensure everyone stays on track and feels more accountable for their work.How to Carl CoxCarl's email - CarlJCox@40strategy.comCarl's LinkedIn, 40strategy.com, Lost At CEO: An Entrepreneur's Guide To Strategy by Carl J. Cox 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.

Matthew Garff, Senior Managing Director at Sun Capital Partners, Inc., discusses the importance of culture in private equity firms and portfolio companies. He explores the strategies used by successful firms to create value and attract talent. The podcast also covers the challenges faced by the industry, including deal scarcity and finding quality professionals.

Pranav Garg, Founder of Peak Margins, discusses profitable growth in private equity, the power of data in decision-making, and his TAU Framework. He emphasizes the mistakes PE firms make, the advantages of data-driven decision making, and shares his likes and dislikes about PE.

Tim Flannery, founder of Passthrough, discusses the mistakes PE firms make with their portfolio companies, benefits of investing in your firm's brand, and how firms are using AI to raise capital. He emphasizes the importance of proactive communication, understanding investor needs, and navigating the current fundraising landscape.