Private Equity Value Creation Podcast

Shiv and Dan discuss how the first 100 days can shape the outcome of private equity deals and explain the actions investors, founders and business leaders can take to set a business on the path to growth. Tune in for expert advice on when to start value creation planning, how to focus your efforts and resources on the most impactful strategies, and how to build the right team to execute on your value creation vision.The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv Narayanan interviews Chirag Shah, Growth Partner at Wavecrest Growth Partners. Chirag and Shiv discuss the wide variety of value creation levers that Wavecrest uses to grow their portfolio companies. Learn how to identify the most effective growth levers for each company, and how to scale revenue by optimizing pricing, sales strategy, cross-selling, up-selling, retargeting the go to market, M&A and more. Plus, we talk about the metrics every company and investor should be monitoring for efficient value creation. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv interviews Joanna Arras, Partner at Baird Capital in the US venture fund. Joanna and Shiv discuss the challenges and opportunities for both founders and investors in the current venture landscape. Learn about how to balance growth and capital efficiency, the impact of the right capital raising strategy and how to select the right investment partner for your particular business. Plus, Joanna shares her insights on the current state of venture markets and how VC funds are evolving in 2024. Resources ⁠Baird Capital website⁠ Connect with ⁠Joanna Arras⁠ The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv Narayanan interviews Ripan Kadakia, Partner at ZMC. Ripan and Shiv discuss ZMC’s aim to serve portfolio companies through a strategy that includes business development, talent acquisition and technology. Learn about ZMC’s focus on macro trends to identify long-term investment opportunities, and hear case studies of growth in challenging circumstances within their portfolio. Plus, we discuss the benefits of prioritizing a culture of integrity, transparency and kindness. Resources ZMC website: https://zmclp.com/ Connect with Ripan Kadakia on linkedin @ripankadakia The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv Narayanan interviews Dirk Sahlmer, Head of Origination at saas.group. Dirk and Shiv discuss how saas.group’s investment approach differentiates them from traditional PE firms and influences their value creation framework. Learn about saas.group’s focus on profit margins rather than quick flips, their criteria for identifying companies with long-term revenue potential, a strategy for building efficient go-to-market motions, and much more. Resources SaaS Group website: https://saas.group/ Connect with Dirk Sahlmer on Linkedin @dirksahlmer saas.unbound podcast: https://saas.group/podcasts/ The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv Narayanan interviews Kevin Mosley, General Partner at Jurassic Capital. Kevin and Shiv take a deep dive into Jurassic Capital’s B2B SaaS Benchmarks Report and explore how founders, investors and business leaders can use this data to achieve their growth objectives. Learn about the vital metrics every SaaS company should be tracking, how your company measures up to industry standards for acquisition costs and sales efficiency, how to increase your retention, and much more. Resources Jurassic Capital website: https://jurassiccapital.com/ Connect with Kevin Mosley: https://www.linkedin.com/in/kevincmosley/ Jurassic Capital B2B SaaS Benchmarks Report 2023 The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv Narayanan interviews Narbe Alexandrian, founder and CEO of Define Capital. Shiv and Narbe discuss the options investors and founders have for their deal structure and capital stack. Learn about how Define Capital builds long-term partnerships with companies, their approach to valuations and risk, and hear how the current economic environment is impacting investments. Plus, hear why highly specialized software can be such a good investment. Resources Define Capital website - https://www.definecapital.ca/ Connect with Narbe Alexandrian - https://www.linkedin.com/in/narbe-alexandrian/ The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Take a look at some of the highlights from the 2023 season of the Private Equity Value Creation podcast. In these bite-sized value creation insights from firms including Hg Capital, B Capital Group and JMI Equity, you’ll learn about tried-and-tested strategies for portco hiring, financial management, sales processes and much more.

Shiv Narayanan interviews Hanny Akl, Transaction Advisory Services Practice Leader at Warren Averett, David LeGrand, Member (Partner), Tax and Transaction Advisory at Warren Averett, and Zach Crowe, Partner at Morris, Manning and Martin. Hanny, David, Zach and Shiv walk you through the essential legal and finance work it takes to set your business up for a successful exit. Learn about what many founders get wrong (and how to avoid those pitfalls), the importance of GAAP, when to start getting your finances in order, and how founders can balance preparing for an exit with the pressures of limited resources. Resources Warren Averett website Morris, Manning & Martin website Connect with Hanny Akl Connect with David LeGrand Connect with Zach Crowe The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv Narayanan interviews Lauren Bonner, Managing Partner at MBM Capital. Shiv and Lauren discuss how to sustainably scale enterprise value in companies where VC funding has dried up. Learn about MBM Capital’s playbook for investing in these companies, including how they evaluate potential investments, an approach for guiding companies towards profitability and why pushing for expansion outside the core product can be a costly distraction. Resources Connect with Lauren Bonner - LinkedIn Learn more about MBM Capital The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.