Privcap Private Equity & Real Estate Podcast

A GP at a lower-middle market private equity firm and one of its LP backers discuss the attractions of the small-deal market, the ‘entrepreneurship through acquisition' model of deal sourcing, the universal need for tech upgrades across the US business landscape, and the diversity of founders and CEOs at smaller companies. The post Hunting for ‘Small, Great Deals' in the Lower Middle Market appeared first on Privcap.

The veteran financial services private equity investor explains why he thinks Bitcoin as a method of payment is “laughable,” and why he has one bet on a crypto-related company. The post JC Flowers: Skeptical About Bitcoin appeared first on Privcap.

The veteran private equity investor, who rose to prominence with the turnaround of Japan's Shinsei Bank, discusses why he is bullish on wealth management, the “real” phenomenon of disintermediation, his analysis of the 2008 financial meltdown, why the next recession will not hit banks as hard, and why he is worried about China. Sponsored by... The post JC Flowers: The Financial Services Opportunity appeared first on Privcap.

Value-creation experts from Sun Capital and AlixPartners discuss the latest techniques for operational due diligence ahead of private equity investments. The experts also discuss the advantage that PE firms can get by having operating partners engage in due diligence as early as possible, the need for speed in ODD, and the limits in using benchmarking... The post PE Challenge: Creating a Plan of Action from Operational Due Diligence appeared first on Privcap.

Behind the creation of Novata, which aims to solve the “chaos” and “frustration” around ESG reporting. Two senior executives from Novata and Hamilton Lane (one of Novata's backers) discuss the goals of the consortium, which also includes the Ford Foundation, Omidyar Network and S&P, and why GPs and LPs alike have been searching for a... The post A Public-Benefit Platform for ESG in Private Markets is Born appeared first on Privcap.

Part 2 of 2. A co-founder of private equity firm Ara Partners describes his firm's investment in a plastics recycling platform called Circulus. Troy Thacker also discusses how to turn plastic waste into resins for many applications as well as the application of new technologies to sustainable business plans. The post The Private Equity Play in Plastics Recycling appeared first on Privcap.

Three private equity value-creation experts discuss the rise of ESG in private equity and how it is increasingly being used by GPs for risk assessment and value-creation. The conversation includes an overview of Bregal Partners' history as an ESG-centric investor, aligning with ESG-focused founders, measuring ESG impact on financial performance and setting carbon-neutral goals. The post ESG in Private Equity: A ‘Tipping Point' in Risk and Opportunity Assessment appeared first on Privcap.

A founder of Ara Partners details the private equity firm's strategy of helping portfolio companies win market share through lower carbon footprints and more environmentally friendly business practices. Troy Thacker also discusses the firm's recently raised $1.1 billion fund, how to manage execution risk in ESG initiatives, how regulations and consumer preferences are driving sustainable... The post Is There Any Money in Decarbonization? appeared first on Privcap.

Part 2 of 2. A senior partner at a major investment firm discusses how private equity can transform traditional businesses into future-facing, sustainable winners. Chris Sand of Ardian also discusses: the right KPIs for ESG, how to help companies improve their environmental impact, promoting gender diversity and how a bakery in the Ardian portfolio is... The post Ardian's Strategy for ‘Sustainable' Buyouts appeared first on Privcap.

A managing director at private equity firm GI Partners describes the landscape for healthcare investment disrupted by technology, and with adoption propelled by the Covid crisis. Dave Kreter discusses VC deals as a leading indicator of trends to come, budget and regulatory pressures inherent to healthcare businesses, creating better outcomes for portfolio companies, the healthcare... The post Investing in Tech-Enabled Healthcare Companies appeared first on Privcap.

Private equity value-creation experts from Permira and AlixPartners are turning the supply chain and logistics crisis into opportunity for operations improvements. Topics of discussion include reports from the front lines of portfolio companies that rely on the supply chain to fulfill orders, how the crisis is allowing companies to supply better service from shippers, the... The post Winners and Losers in a Disrupted Global Supply Chain appeared first on Privcap.

A managing director at global investment firm Ardian discusses the increasing momentum for ESG in the US, the right KPIs to track ESG impact, and the benefits of controlling downside and non-financial risks. The post ESG is Arriving Faster Than Anticipated appeared first on Privcap.

The Deputy CIO for one of the largest investors in private credit shares his analysis on the current state of the market, how institutional investors have been gravitating toward the asset class, the Carlyle “house view” on inflation, the booming CLO market, and credit opportunities in the aviation market. The post Carlyle Savors ‘Robust' Private Credit Markets appeared first on Privcap.

Veterans of the rapidly evolving media industry share analysis on the trends that are affecting the private equity opportunity in the space, including: Why content catalogs are so hot right now, the expanding use of music online, video games as the center of convergence and opportunities to use media-like strategies to enable e-commerce. The post Investing Behind the ‘Democratization of Media' appeared first on Privcap.

Part 2 of 2. A senior partner from global private investment firm Partners Group discusses major themes behind his firm's infrastructure investment activities, including digitization, ‘new living,' and decarbonization. The post Investing Behind Three Infrastructure Giga-Themes appeared first on Privcap.

Part 3 of 3. The head of Trilantic North America, Charlie Ayres, details his private equity firm's efforts to increase leadership roles for women in private equity, including an investment advisory council where nine out of 10 advisors are women. Also, a discussion of exit successes led by women and a new diversity initiative at... The post Promoting the Influence of Women in Private Equity appeared first on Privcap.

Part 1 of 2. Todd Bright from Partners Group discusses the rise of data-centers and the need for infrastructure to house them. Topics include clean energy and water needs, the impact of disruptive technology on the sector, and the needs of ‘hyper-scalers.' Sponsored by Alter Domus. The post Investing in Data-Center Infrastructure appeared first on Privcap.

A co-founder of iCapital Network, which just raised $440 million at a $4 billion valuation, presents the case for alternative investments in the individual-investor portfolio, including the reduced population of public stocks, the typically longer ramp-up period to an IPO, and the role that technology is now playing in helping people participate in private investment... The post The Rise of Private Markets in the Individual-Investor Portfolio appeared first on Privcap.

A conversation between Victoria Budson of Bain Capital and Karen Galivan of RSM. How can alternative investment firms put in place new hiring and promotion practices that broaden the diversity of the industry? How should women returning from maternity leave be given equal footing within an organization? Why do organizations with diverse employees perform better?... The post Diversity, Equity and Inclusion in Private Equity appeared first on Privcap.

A veteran energy investor at White Deer Energy discusses the history of experimentation and innovation in the industry, how small changes can lead to big successes in the oil field, and the firm's on recent investments in the energy value chain. The post ‘Tinkerer's Paradise:' Backing Innovators in a Huge Energy Market appeared first on Privcap.

A playback of the popular Privcap webinar. Two value-creation experts discuss artificial intelligence applied to portfolio companies, “table-stakes” projects versus more advanced business functions, and where to begin. Also discussed – private equity's ability to shape the digital future of a portfolio company, instilling a culture of experimentation, and how digital capabilities can increase exit... The post Born-Digital: Helping Portfolio Companies Become Tech-Enabled Competitors appeared first on Privcap.

A veteran private equity investor surveys the energy landscape as it transitions from traditional oil and gas to renewables. Joe Bob Edwards of White Deer Energy argues that good opportunities are to be had across the broad energy supply chain, that nuclear and natural gas are clean and should not be neglected, and that the... The post Investing in an Evolving Energy Market appeared first on Privcap.

Part 2 of 3. Charlie Ayres, the Chairman of middle-market private equity firm Trilantic North America, discusses how GPs are clamoring for differentiation in today's auction market, the costs of losing an auction, and the rise of ‘fireside chat' sale kickoffs. The post Evolution of M&A Auction Processes appeared first on Privcap.

Three experts discuss how ESG has moved from a ‘why' discussion to ‘how' these principles should be implemented by a private equity firm. Topics include the rise of LP demand for diversity and inclusion and climate change data, portfolio-level versus company-level reporting, and the importance of viewing as a tool for value creation, not just... The post Reporting ESG: Challenges and Opportunities for Private Equity GPs appeared first on Privcap.

Part 2 of 2. The head of private equity giant EQT Partners discusses the macro themes driving the future of real assets, the transition to renewable energy, and sustainability as a form of value creation. The post How EQT Invests in Sustainable Real Assets appeared first on Privcap.

On-demand webinar. Three private equity value-creation experts discuss the challenges and opportunities faced by GPs during the pandemic, and what comes next. Human capital stands out as the top priority, they agree, with the war for talent made even more complex in a resurgent economy and new remote work era. Also discussed is the need... The post Supporting Portfolio Companies in Times of Disruption appeared first on Privcap.

An interview with Adam Blumenthal, Founder and Managing Partner of New York-based private equity firm Blue Wolf Capital Partners. Blumenthal discusses his firm's carefully constructed approach to adding value via ESG principles, as well as private equity's unique ability to influence the practices of its portfolio companies. Also discussed – the low-hanging fruit of governance... The post Private Equity as a Force for ESG Value-Creation appeared first on Privcap.

Interview with Trilantic North America Chairman Charles Ayres. The post Trilantic: How We Partner With Entrepreneurs appeared first on Privcap.

An interview with CEO of global private equity firm EQT Partners, Christian Sinding. The post EQT's Global Approach to ‘Future-Proofing' Businesses appeared first on Privcap.

Brian Murphy, a senior partner at alternative investment advisory firm Portfolio Advisors, details the rise of the secondaries market from the 1990s to the present day. Plus – the growing trend toward GP-led secondary transactions, often in the form of ‘continuation funds.’ The post Evolution of the Private Capital Secondaries Market appeared first on Privcap.

Three advisors to the specialty finance industry describe a private equity and M&A market driven by an expectation that financial technology innovations will transform this often-misunderstood branch of financial services. Jim Chester of KBW and Brandon Hollis and Hersh Shah of RSM give their definitions of “specialty finance” and discuss the substantial overlap with the... The post Specialty Finance Turbo-Charged by FinTech appeared first on Privcap.

An in-depth interview with two veteran investors in US farmland. Dan Little and Gabe Santos of Homestead Capital discuss farmland as a hedge against inflation, how the firm maximizes the value of the farms in which they invest, how retiring farmers lead to deal flow, the fragmentation of the market, how to choose the right... The post Investing in US Farmland appeared first on Privcap.

Brian Murphy of Portfolio Advisors discusses the evolving liquidity options for high net worth investors, who increasingly are seeking access to private capital strategies. Murphy describes the very illiquid early days of alternatives, the growth of wealthy individuals as LPs who need smaller “ticket sizes,” the administrative challenges of providing liquidity, and the growing popularity... The post High Net Worth Capital and Liquidity in Alternatives appeared first on Privcap.

The head of services investing for global private equity firm Permira discusses how the opportunity has changed thanks to the advance of disruptive technology. Philip Muelder also discusses Permira’s transformation of governance and risk specialist Duff & Phelps, the rise of “bots” (also known as Robotic Process Automation), how services business have fared during the... The post Investing in Tech-Enabled Services appeared first on Privcap.

Two veterans of the Florida-based private equity firm describe their successful investments in, respectively, a primary care clinic and a dermatology business. Dan Florian and Stephen Cella of Sun Capital Partners also discuss the effects of COVID on the healthcare industry, the growth of telehealth, winning versus challenged business models as healthcare evolves, and patient empowerment.  The post Sun Capital is Bullish on Healthcare Done Right appeared first on Privcap.

The founder of a major private equity firm discusses his project to lower the cost of college education. The post New Mountain’s Steve Klinsky: Passionate About Education appeared first on Privcap.

A veteran sports-business investment banker and the CEO of an NHL team discuss sports gambling being brought "out from the darkness" as a major business opportunity. The post Gaming: The Next Frontier for the Sports Business appeared first on Privcap.

Two veterans of the private equity tax function discuss the challenges of getting data tax-ready, the finance team’s move to high-value tax analysis, and a new RSM tax technology solution called PartnerSight. Click here to learn more about PartnerSight. The post The Tax Function as Value-Add Lever appeared first on Privcap.

A conversation with KKR’s Neil Brown, who takes a deep dive into the effect that a massive disruption of the global supply chain is having on businesses. Brown, a Managing Director for the KKR Global Institute and KKR Infrastructure, discusses the impact of digital services, changing consumer priorities, the US-China relationship and the future of... The post Grappling With the Supply Chain of the Future appeared first on Privcap.

Three veterans of the life sciences private equity and M&A market share intel about dramatic changes in the industry. The post Life Sciences Gets a COVID Booster Shot appeared first on Privcap.

The chairman of Washington DC-based advocacy group American Investment Council, which seeks to tell the "good stories" of the private equity industry. The post What Washington Needs to Understand About Private Equity appeared first on Privcap.

Sports as an important force in society The post Diversity and Social Justice in the Sports Business appeared first on Privcap.

Doug Hart and Paul Woods of Alter Domus discuss the challenges of private capital The post Expanding to Ease Private Capital’s Growing Pains appeared first on Privcap.

A former senior executive from Ontario Teachers' Pension Plan discusses the mission of the firm he co-founded The post Peloton Takes the Long-Term Lead appeared first on Privcap.

Fund structuring in Ireland The post Ireland’s Step Forward in Global Fund Management appeared first on Privcap.

Interview with the founder of New York-based private equity firm New Mountain Capital. The post New Mountain’s Steven Klinsky is Ready for New Challenges appeared first on Privcap.

Behind the increasingly institutionalized ownership of major sports teams. The post New Paths to Monetization in the Sports Business appeared first on Privcap.

The increasingly institutional ownership of major sports teams The post The Expanding Business, and Power, of Sports appeared first on Privcap.

Two investment experts from PGIM Real Estate discuss the opportunity in core plus, including the impact that the COVID crisis has had on asset prices and leasing activity. They also discuss the difference between core plus transactions at the asset level, and building a diversified core plus real estate portfolio. The post The Evolving Core Plus Investment Opportunity appeared first on Privcap.

Part 2 of a podcast interview. Michael Kumin of Great Hill Partners describes how two portfolio companies, Wayfair and TodayTix, have performed in the pandemic. Kumin also discusses the boom in home spending and the wait for the return of live entertainment. The post Two Consumer Companies, Two COVID Impacts appeared first on Privcap.

Holden Spaht of Thoma Bravo discusses how he built his career at a major private equity firm, software as a unique sector focus, the benefits (or not) of an engineering degree, and the prevalence of tennis talent at his firm. The post From ‘Ground Floor’ to Managing Partner appeared first on Privcap.