BDO Private Equity PErspectives Podcast

Industry disruptions resulting from the pandemic crisis have investors and managers shifting their strategies in myriad new directions. In the latest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Engin Okaya, Managing Director at Prudential Private Capital, and David Felts, Managing Director at TM Capital Corp, about nuanced M&A approaches in the new normal, including distressed investing, add-ons and cross-border deals.   During the Coffee Break segment, Beth Garner, National Practice Leader of BDO's Employee Benefit Plan audit practice, shares her insights on the regulatory change of private equity being allowed into 401(k) plan allocations.

Investors are increasingly interested in directing their capital toward companies within the middle market. In the latest episode of the Private Equity PErspectives Podcast, Todd Kinney spoke with Colleen Gurda, Managing Director at Comvest Partners, and Jill Raker, Managing Partner at Greenbriar Equity, about the middle market private equity landscape and direct lending strategies.   During the Coffee Break segment, Kristi Gibson, co-leader of BDO’s National Real Estate practice, shares her insights on the flow of capital from both micro- and macro standpoints.

The energy and natural resources sector—including oil and gas companies, renewables and water infrastructure companies are seeing an increase in deal activity. In fact, almost a third (32 percent) of PE professionals surveyed in BDO’s US Private Capital Outlook said it ranks in the top three most appealing sectors for fund managers.In the latest episode of the Private Equity PErspectives Podcast, Todd Kinney spoke with Evan Turner, Founder and Managing Partner at Drillcore Energy Partners, and Michael Albrecht, Partner at Ridgewood Infrastructure, about the strategies for private equity in the energy and infrastructure sectors. During the Coffee Break segment, Laurent Williot, Managing Director in BDO’s Transaction Advisory Services Practice, shareshis insights on investment opportunities in the energy and infrastructure space.

The financial services sector was cited as one of the top industries likely to experience increase in deal activity in 2020, according to BDO’s US Private Capital Outlook. We wanted to dig deeper, so in the latest episode of the Private Equity PErspectives Podcast, Todd Kinney spoke with Peter Nesvold, Chief Operating Officer, Financial Services Investment Banking at Raymond James, and Sachin Sarnobat, Managing Director at Atalaya Capital, about some of the factors driving PE and VC deal activity in financial services, and how to maximize value creation with fintech strategies.   During the Coffee Break segment, Keith McGowan, BDO’s Asset Management Industry Leader, explores the role of fintech as it relates to value creation in traditional asset management.

We’ve watched technology become ubiquitous in our lives over the past decade, but how can private equity partners create value for themselves out of this phenomenon?   In the latest episode of the Private Equity PErspectives Podcast, Todd Kinney sits down with Drew Meyers, Partner, Seaport Capital, and Ryan Ziegler, General Partner, Edison Partners,to discuss investment opportunities and how to capitalize on tech’s expansive growth as 2020 quickly approaches. During the Coffee Break segment, Aftab Jamil, Partner and National Leader of BDO's Technology practice, gives insight on how to make the most of a relationship between a technology company and a private equity firm.

What has driven the pace of private equity deal flow in the healthcare space for the last five years? Is healthcare truly a defensive industry during down cycles? How is the consumerization of healthcare influencing private equity’s approach to investments? These are just some of the questions addressed during BDO’s latest episode of the Private Equity PErspectives Podcast.

Given the highly competitive deal landscape, PE professionals are taking innovative approaches to sourcing and closing deals. What are some of these new strategies? In this episode, Justine Mannering, managing director for Stifel's consumer investment banking team, and Ann Brophy, Vice President of Business Development for LLR Partners, join BDO's Todd Kinney to discuss how creativity comes into play when sourcing new deals.

As U.S. private equity's interest in conducting deals with Canadian firms intensifies, dealmakers are looking more closely at the trade, tariff and tax implications that can make or break cross-border transactions. In this episode, Bruno Suppa, Ryan Farkas and Jamie Windle of BDO Canada join Todd Kinney to discuss the Canadian private equity landscape. During the Coffee Break segment, Kevin Kaden of BDO USA shares his insights on the unique due diligence considerations for cross-border deals.

As private equity firms make their operations, and those of the companies they invest in, more technologically savvy, they're finding that true digital transformation requires a shift in mindset. In this episode, Amir Akhavan, managing director at JEGI, and Grant Marcks, a principal and head of business development at Atlantic Street Capital, joins BDO's Todd Kinney to discuss digital transformation's impact on the private equity industry. Kirstie Tiernan, leader of BDO's Data Analytics and Automation Practice, also joins to shed light on the role digital transformation can play in private equity's value creation playbook.   

Though trade and tariff tensions have made headlines and raised questions about their impact on deals, there will still be a healthy flow of M&A in the manufacturing and distribution sector in 2019.  In this episode, Ken Heuer, principal at Kidd & Company, and Charlie Fox, head of business development at GHK Capital Partners, join BDO's Todd Kinney to share their take on the macroeconomic trends affecting M&D.