

BDO Private Equity PErspectives Podcast
BDO USA
The Private Equity PErspectives podcast serves as a forum for private equity dealmakers to discuss navigating today’s dynamic investment environment, while preparing for challenges and opportunities on the horizon. In each episode, BDO’s Private Equity practice connects with leaders in the industry to talk deal activity, fund strategies, and portfolio company optimization.
Episodes
Mentioned books

Aug 14, 2018 • 28min
Amazon, Wayfair and the Changing Retail Landscape
In the seventh episode of BDO's Private Equity PErspectives Podcast, Richard Baum of Consumer Growth Partners and Natalie Kotlyar, leader of BDO's National Retail & Consumer Products Practice, join BDO's Todd Kinney to discuss the state of the retail industry. BDO's Katherine Gauntt also shares her take on the implications of the Supreme Court's recent Wayfair decision. Tune into the full episode for a range of insights, including: How PE-backed retailers can become "un-Amazonable." How the recent Wayfair decision adds another layer of uncertainty, especially for smaller retailers that sell goods across state lines. How the overall growth of e-commerce is changing how retailers operate.

Jul 10, 2018 • 33min
Diversity, Add-Ons, and the Case for Cautious Optimism
Today, the state of the economy, add-on acquisitions, and industry diversity are just a few issues at the forefront of the private equity industry. In this episode, Gretchen Perkins of Huron Capital and Silver Leaf Partners' Kathleen Lauster join BDO's Todd Kinney to discuss these topics and more. Additionally, BDO's Karen Baum discusses the benefits of sell-side due diligence and the evolution of socially responsible investing. Tune into the full episode for a range of insights, including: What women need to know about working in private equity Why investors should be cautiously optimistic about the economy Why private equity is increasingly interested in socially responsible investing

May 14, 2018 • 15min
Deerpath Capital & CIP Capital Talk Leverage at ACG InterGrowth 2018
At the ACG InterGrowth 2018 conference in San Diego, BDO's Todd Kinney met with Deerpath Capital managing director Orin Port and CIP Capital managing director Bobby Kelly to discuss their firms' unique investment strategies, deal activity, and leverage usage. Tune into the full episode for Orin and Bobby's range of insights, including: How their firms find investment opportunities in such a crowded market Preparing portfolio companies as rising interest rates make debt more expensive Whether tax reform's new limitation of interest rate deductibility will impact lower middle-market borrowers

Apr 3, 2018 • 11min
Orion Energy Director on Creative Credit Investing
Ethan Shoemaker, managing director and principal at Orion Energy Partners, chats with BDO’s Todd Kinney about his firm’s credit-oriented investing approach as well as niche opportunities in the energy market. Tune into the full episode for Ethan’s complete insights, including: Why the lower-middle energy market is ripe for opportunities How tax reform will impact energy investments The case for the energy industry’s cautious optimism

Feb 20, 2018 • 12min
Tax Reform Accelerates Private Equity's Transformation
Joe Pacello, tax partner in BDO's Asset Management practice, unpacks what tax reform means for private equity. Hosted by Todd Kinney, this episode delves into the new tax provisions with both positive and negative implications for the asset class.

Jan 8, 2018 • 19min
2018 Outlook for Investors' Appetite for U.S. Exposure
Derek Lim, a director at Ardian, joins BDO’s Private Equity podcast about one year after the launch of the private equity firms’ first North American Buyouts Fund.

Nov 28, 2017 • 10min
Hunting for Value in Manufacturing & Distribution
The inaugural episode of BDO’s Private Equity PErspectives podcast features John Castle, managing partner of Branford Castle Partners, a New York City-based, middle-market private equity firm. In discussion with BDO’s Todd Kinney, John zeroes in on the manufacturing & distribution sector and discusses dealmaking in the current environment of inflated valuations and political uncertainty.


