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BDO Private Equity PErspectives Podcast

Latest episodes

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May 2, 2023 • 48min

Evolving the Private Equity CFO - Operating Partner Relationship

On BDO’s new Private Equity PErspectives podcast episode, Michael LeTourneau, finance resource partner at Court Square Capital Partners, and Steve Siwinski, senior finance leader at Accel-KKR, join host Todd Kinney to discuss why PE CFOs need a “money-making gene” and “love of controlled chaos.” Tune in to hear their insights on: Talent challenges: How the current labor market headwinds play into fund and portfolio strategies, and what solutions they’re deploying The first 100 days: What’s most important now in the first 100 days of owning an asset Scaling the approach: How scaling your approach is top of mind for LPs today, and how to do it
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Mar 7, 2023 • 40min

Playing Offense in a Volatile Market

On BDO’s new Private Equity PErspectives podcast episode, Patrick Whitehead, Executive Director at Morgan Stanley Capital Partners, and Katie Lankalis, Vice President at LLR partners, speak to host Todd Kinney about: Private credit: Why we’ve seen growth in the private credit market and where it’s headed nextDue diligence: How due diligence timelines continue to evolve, following a few extremely high-pressure yearsCreative deal structures: Why minority investments and all-equity deals are getting more attention in a down marketAlso hear from BDO’s Mark Houston on the refinancing market and how companies can successfully refinance in this challenging financing environment.
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Dec 20, 2022 • 31min

Hustle Ensures Quantity and Consistency Ensures Quality

On BDO’s new Private Equity PErspectives podcast episode, Matt Smith, Principal at Graycliff Partners, and Dave Affinito, Partner at Victor Capital Partners, speak to host Todd Kinney about: Deal origination: Why “hustle ensures consistency and consistency ensures quality” Supply chain: The importance of diversifying suppliers to build resilience Regulatory oversight: How partnerships can respond to increased tax reporting scrutiny by deploying technology solutionsPlanning an exit: What questions to expect from the right buyer Also hear from Jeff Bilsky and Blake Stevens on partnership taxation issues and BDO’s Partnership Capital Account Solution.
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Nov 23, 2022 • 29min

How the Right Investment Strategy Can Get PE through a Recession

On the latest episode of BDO’s Private Equity PErspectives podcast, host Todd Kinney speaks with Justin Wender, Managing Partner at Stella Point Capital, and Rob Bosco, Managing Director of Stone-Goff Partners on how a recession could impact private equity and what they’re seeing in the GP-led secondaries market.Listen to the podcast to learn: Why valuations for private equity, especially in the middle market, are not seeing the same declines as valuations in the public marketsWhy we are seeing more GP-led secondary transactions and why that is expected to continueThe importance of investing in companies that are providing real value to their customers How technology can create efficiencies in the transaction processWhy technology-driven services businesses may provide some resilience in an evolving economyInvestment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a Delaware limited liability partnership and national professional services firm. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.
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Sep 15, 2022 • 30min

What’s going on in deal origination: Perspectives from PE business development professionals

On the latest episode of BDO’s Private Equity PErspectives podcast, host Todd Kinney speaks with Alice Birnbaum, Head of Business Development at BBH Capital Partners and Stephen Connor, Head of Business Development at Hamilton Robinson Capital Partners. Alice and Stephen discuss their firm’s approach to deal origination and how their investment strategies differ for their different focus industries.Listen to the podcast to learn: Strategies for targeting deals with owner-operated and family-owned businessesHow centers of influence, such as investment banks, accounting firms and law firms can be great sources for deal originationHow technology overlays the deal origination processHow a lot of committed, but uncalled capital can boost the private equity market in the near term, even as the economy evolvesWhy businesses looking for a private equity buyer need to prove the next 5 years will be the best ever for their businessWhy deal flow in the manufacturing and B2B space is predicted to be strong moving forwardWhy the mandate to do control and non-control deals can provide flexibility in a changing market
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Jul 13, 2022 • 30min

A Survey of Private Equity Fund Managers Reveals Challenges to Deal Making, ESG Focus

On the latest episode of BDO’s Private Equity PErspectives podcast , we explore findings from the 2022 Private Capital Pulse Survey, which surveyed 200 fund managers on their plans for creating value, closing deals and pursuing ESG. Todd Kinney speaks with Jeremy Holland, managing partner, origination, at the Riverside Company and Matt Segal, national partner for private equity assurance at BDO. Matt, Jeremy and Todd discuss: • Why exit planning needs to start sooner than you think, given economic uncertainty• How funds are struggling to create value, due to asset price increases• How the Riverside Company has built its talent pipeline through DE&I and alternative talent sources• Why so many fund managers are shifting their focus to ESG
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May 19, 2022 • 27min

New and Established Funds Talk Competition for Deals

In today’s competitive deal environment, building deep and niche expertise has helped one fund manager succeed, while another – who is just starting up a new firm – has found early wins by building on his industry knowledge, tapping his network and taking on a “jack of all trades” role.In the latest episode of BDO’s Private Equity PErspectives podcast, Todd Kinney speaks with Zeena Rao, managing director at ICV partners, and Kevin Feinblum, founder and partner at AOS Capital, about: Why targeting very niche industries can differentiate a PE firmHow to provide value as supply chain issues and inflationary pressures impact portcosHow to build from the ground up with a brand-new fund, especially in a competitive environmentWhat’s ahead for M&A amid an increase in interest rates and inflation
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Apr 13, 2022 • 28min

Inflation, ESG & Deal Makers' Secret Sauce

Is ESG impacting company valuations? And can a strong ESG rating lead to improved long-term performance? Hear two different perspectives on the latest episode of BDO’s PErspectives podcast.In BDO’s latest PErspectives podcast, Todd Kinney speaks with Saba Ahmad, partner and COO at Turning Rock Partners and Michael Carter, founder and managing partner at Carter Morse & Goodrich about how PE firms can attract companies, the role banks play in guiding companies to a PE firm, the expected impacts of recently announced SEC regulations on PE firms, and what’s ahead for M&A amid an increase in interest rates.
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Feb 22, 2022 • 46min

M&A Year in Review and Outlook for 2022

In BDO’s latest PErspectives podcast, Todd Kinney speaks with Dan Lory, principal at SK Capital Partners, and Steve Hunter, managing director at TM Capital, about the shifting lifecycle, inflation, deal disruptors, workforce challenges and ESG — the trends and forces defining private equity M&A in 2022.Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a Delaware limited liability partnership and national professional services firm. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.
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Jan 5, 2022 • 33min

PE Trends & ESG Implementation into Portfolio Companies

In the newest episode of BDO’s Private Equity PErspectives Podcast, hear how PE firms are actually changing their approach. BDO’s Emily Halpern speaks with Mina Pacheco-Nazemi, managing director and co-head of funds & co-investments at Barings Alternative Investments and Karen Baum, Partner and National Market Leader for BDO Advisory Services about the four trends defining private equity ESG integration. They also talk about how emerging managers can support diverse talent and how fund managers can generate liquidity and returns for LPs.

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