Carson Tate, a C-suite advisor and executive coach, offers insights on enhancing executive team performance in private equity settings. She emphasizes the value of self-awareness and trust in fostering a cohesive team environment. Carson introduces 'Designed Alliances' as a strategic approach to align efforts and tackle challenges. She also highlights the use of humor as an effective communication tool and discusses the importance of aligning individual success with collective goals for high-performing teams.

Eric Bluhm, Chief Revenue Officer for Modern Campus, an education software provider backed by The Riverside Company, discusses transformational leadership. Eric shares advice on how to make your company unrecognizable in 3 to 5 years — and promote that transformation throughout your teams and individual employees.  X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights that help PE-backed executives drive performance. This episode is hosted by FALCON Partner, Rob Huxtable. FALCON is a retained executive search firm exclusively recruiting C-level leaders in the PE-backed, middle market. 

Jessica Hamilton, CFO of LeaseCrunch, shares her expertise in change management in private equity-backed environments. She emphasizes the importance of transparency and communication during organizational transformations. Jessica discusses the critical role of CFOs in driving change and professionalizing businesses. She also addresses aligning employee career paths with new objectives and fostering a culture of curiosity and accountability. Finally, she explores the complexities of post-acquisition integration and the balance between efficiency and employee engagement.

Christian Leard, CEO at Perennials and Sutherland, joins us to discuss the journey from a large company executive to his first PE-backed role as CEO of a mid-market company. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights that help PE-backed executives drive performance. This episode is hosted by FALCON Partner, Rob Huxtable. FALCON is a retained executive search firm exclusively recruiting C-level leaders in the PE-backed, middle market. 

Puja Agrawal, a Strategic Operating Partner at Kayne Anderson with a rich background in fintech and enterprise software, shares her insights on leadership in private equity. She highlights the critical balance of strategy and execution while discussing the importance of vulnerability and communication among executives. Puja dives into navigating post-merger challenges and the unique dynamics between private equity sponsors and executives, emphasizing the need for transparency and collaboration to enhance value creation in portfolio companies.

In this engaging discussion, Peter Clare, CEO of Relode and private equity expert, shares insights from his two-decade journey in building software for recruiters. He explores the delicate balance of transitioning from founder-led to founder-influenced operations while preserving company culture. Peter emphasizes the significance of leadership structures, accountability, and effective communication in scaling businesses. The conversation also touches on the vital role of collaborative partnerships during challenging times, and strategies for navigating the shift to a remote-first model in today's workforce.

Ben Riefe, Managing Director at Benford Capital Partners, shares his expertise in private equity and lower middle-market investments. He discusses the importance of strategic partnerships with management to create effective value creation plans. Riefe highlights the significance of team dynamics and the role of key initial hires in driving growth. He also uncovers challenges in lower middle market deals, emphasizing robust succession planning and adaptability to align leadership with evolving priorities.

Stephen Schiller, Chief Growth Officer for EverSmith Brands, a Riverside Company, shares strategies for creating synergy between commercial and finance teams in private equity-backed companies. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights that help PE-backed executives drive performance. This episode is hosted by FALCON Partner, Rob Huxtable. FALCON is a retained executive search firm exclusively recruiting C-level leaders in the PE-backed, middle market.  

Jennifer Pereira, Managing Director and Group Head of Private Equity at Fengate Asset Management’s Toronto office joins us to reveal how private equity investors think through the investment thesis of a portfolio company throughout its lifecycle. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights that help PE-backed executives drive performance. This episode is hosted by FALCON Partner, Rob Huxtable. FALCON is a retained executive search firm exclusively recruiting C-level leaders in the PE-backed, middle market.  

Lindsay Guzowski, Founder and CEO of The Crucible, joins us to discuss the one-of-a-kind performance enhancement research tool – The Crucible – designed exclusively for the PE-backed middle market. Built with the express purpose of helping executives understand fit, performance, and opportunities for coaching and development within the context of PE environments. Enjoy 30% off when you purchase The Crucible Full Report via our link. X-Factor is presented by PrivateEquityCXO, the world’s largest digital community of PE-backed executives. Start your free membership today and unlock exclusive content and insights that help PE-backed executives drive performance. This episode is hosted by FALCON Partner, Rob Huxtable. FALCON is a retained executive search firm exclusively recruiting C-level leaders in the PE-backed, middle market.