Private Equity Value Creation Podcast

Shiv interviews Krista Skalde, Chief Talent Officer Partner at Inovia Capital, Meryl Almeida, Director of Corporate Development at Inovia Capital, and Kory Jeffrey, Principal & VP, Technology at Inovia Capital. In this episode, Krista, Meryl, and Kory share how they evaluate acquisitions, how to create value from a corp dev perspective, and how to merge corporate cultures. Learn about how Inovia Capital decides if they should build, buy, or partner with companies and what data points they look for to inform their decisions. The panel discusses the analyses you can do to validate acquisitions, how to make capital allocation decisions, and what it takes to integrate companies once they’ve been acquired. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv interviews Aldy Keene, CEO at Loyalty Research Center. In this episode, Aldy shares how to evaluate the quality of relationships to understand how loyal a company’s customer base really is, and how both founders and investors can use that data to create value. Learn why companies should spend more time analyzing their customer base, how to find which segments are truly their best-fit customers, and why expanding their market can stall company growth. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv interviews Randy Garg, Founder and Managing Partner at Vistara Growth.  In this episode, Randy explains the situations in which debt is a viable avenue for funding companies, how growth debt differs from growth equity, and how to decide which is right for your company. Learn what the targeted returns are on these types of investments and the role of debt in the current market.  The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv interviews Tim Strickland, Advisory Partner at Summit Partners.  In this episode, Tim draws on his experience as CRO of Zoom Info and in leadership roles at large martech companies to discuss what it takes to build and grow multi-hundred and billion-dollar go-to-market organizations. Learn what metrics are important to track to keep everyone aligned with the company’s growth objectives and how a company culture built around data requires both accountability and transparency. Hear about Tim’s approach to growing people internally and giving new hires time to prove themselves.  The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv interviews Brian Neider, Partner at Lead Edge Capital. In this episode, Shiv and Brian discuss best practices for building boards and what board members can do to add value to  portfolio companies. Learn how to guide a business as a board member once you’ve invested in a company, what the changes to the financial markets mean for PE firms, and how they can source better deals. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv interviews Jeff Standridge, Managing Director at Innovation Junkie. In this episode, Jeff shares his framework for a strategic growth plan and how his firm conducts an introductory diagnostic based on seven domains. Jeff discusses some of the best practices within those domains and the questions you can use to determine how senior leadership views each area. Plus, learn how that process informs how a company can course-correct. If you find the podcast helpful, please leave a rating or review. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv interviews Paul Swaney, Managing Director of Swaney Group Capital. In this episode, Shiv and Paul discuss how to create value when investing in industrial and manufacturing industries, and how that differs from B2B tech and software investments. Learn how Paul and his team increase capacity by looking at production lines, the impact of workplace safety, and how to increase product demand.  If you find the podcast helpful, please leave a rating or review. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv interviews Peter Walker, Head of Insights for Carta. In this episode, Peter and Shiv discuss how PE-backed companies can use equity to attract, compete for, and retain employees, as well as to grow companies and increase continuity. Plus, learn how Carta’s first-party data helps PE firms, management companies, and founders learn from industry trends and best practices, including the recent Ownership Trends in Private Equity: 2024 report.   If you find the podcast helpful, please leave a rating or review. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv interviews David Bluth, Managing Director of GLC Advisors.  Shiv and David discuss how the tech M&A market has changed since 2021, with deal volume dropping by 45% in 2023. Learn the top reasons David sees deals fall apart in the last few years, how founders should prepare themselves as the market starts to become more active, and why PE firms are focusing on optimizing their portfolios rather than making new acquisitions.  If you find the podcast helpful, please leave a rating or review. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv interviews Omair Sarwar, Founder & CEO of Gearbox Capital. In this episode, Omair and Shiv discuss how to vet founder-led companies to ensure they share the same values, how to build deep relationships with those founders, and the benefits of  focusing on bootstrapped companies. Plus, learn how Gearbox uses offshoring to enhance their investments and how it’s a win-win-win for all sides. If you find the podcast helpful, please leave a rating or review. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.