Podcasts about private equity pe

In this episode of Spotlight On, we sit down with Bridget Walsh, EY's Global Head of Private Equity (PE), who takes us through PE's remarkable journey, drawing on her vast experience leading PE professionals across 45 countries.Bridget reveals insights about the current state of private equity, highlighting that 78% of firms are holding assets beyond their typical investment horizons, creating what she describes as "a pent-up wall of exits" awaiting the reopening of IPO markets. We talk about the heightened focus on strategic exit preparation, with firms increasingly investing in data readiness, management team preparation, and clear exit roadmaps.The conversation explores technological disruption, particularly Generative AI. Bridget presents a thought-provoking hypothesis on private equity's technology adoption, also talking about regional investment and vividly depicts the increasingly interconnected global capital ecosystem. Certainly not one to miss!

Subscribe to UnitedHealthcare's Community & State newsletter.Health Affairs' Jeff Byers welcomes Senior Editor Kathleen Haddad back to the program to discuss two recent reports exploring the impacts of private equity on the US health care system. Health Affairs published an ahead-of-print article from Michelle S. Rockwell and coauthors exploring demographic variation in COVID-19-associated outpatient hydroxychloroquine and ivermectin use and spending throughout the public health emergency. Also, join a live recording of A Health Podyssey on March 12 featuring Rob Lott and Yashaswini Singh discussing her recent paper on the effect of private equity on physician turnover.  Register for the live taping here.Related Articles:HHS Releases Report on Consolidation and Private Equity (PE) in Health Care MarketsFTC retains stricter merger guidelines under Trump (Healthcare Dive)REPORT: Profits Over Patients: The Harmful Effects of Private Equity on the U.S. Health Care SystemREPORT: HHS Consolidation in Health Care Markets RFI Response  Subscribe to UnitedHealthcare's Community & State newsletter.

Join us for an insightful episode of our live series, where we dive into the world of Venture Capital (VC) and Private Equity (PE) from a legal perspective. In this series of short, educational videos, we answer pressing questions from our audience, providing valuable knowledge and practical tips. In this episode, we invite baking and securities law expert, Ms Prachi Dave, Managing Partner at Dhaval Vussonji & Associates, ALB Top 40 under 40 lawyers in India, and Recognized lawyer by Legal 500, addresses three key questions: 1. What is Private Equity or Venture Capital? 2. Understanding Legal due diligence in a PE/VC deal - the components, the considerations to be kept in mind, for both the investors and the promoters. 3. Some tips for those on either side of the funding table 4. Whether you're an investor, promoter, or simply curious about the legal intricacies of PE and VC, this episode is packed with essential information to guide you through the complexities of these financial landscapes. If you enjoyed this episode, please comment below with your views. And follow along for more interesting episodes !

Send us a Text Message.Emails are evil. In this episode, Captain Integrity Bob Wade explores the new compliance risk of algorithmic pricing with fan-favorite Bart Daniel, Partner at Nelson Mullins. Hear why you should beware of algorithmic pricing, beware of Private Equity (PE), examine the reimbursement rates closely, how to turn your expense department into a revenue department, and why enforcing algorithmic pricing is a top priority. Learn more at CaptainIntegrity.com

Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from Q2 2024 that are top of mind for Private Equity (PE) investors. PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends. Visit https://www.ey.com/pepulse to view this quarter's summary.  In this episode, Pete Witte, EY Global Private Equity Lead Analyst, explores into the market environment for private equity, offering a comprehensive analysis of the current trends, deals, and the overall financing landscape.

En Gestión del Patrimonio, analizamos con Ruth Martín, manager de relaciones con los inversores de Crescenta, el acceso al capital privado para el inversor minorista a través de fondos de inversión. Crecenta, la primera gestora digital de España para la inversión en fondos de private equity, presenta el fondo Private Equity Buyouts Top Performers. El objetivo de Crescenta es democratizar la inversión en private equity con la mayor diversificación posible en empresas de calidad, ofreciendo altos rendimientos. Crescenta Private Equity Buyouts Top Performers I, FCR es el primer portfolio de fondos (fondo de fondos) que activamos en Crescenta, junto al fondo de Growth, y en el que puedes invertir desde 10.000 euros (siempre que esa inversión no suponga más de un 10% de tu patrimonio). Dentro del nombre del fondo se esconden muchas pistas sobre la estrategia y objetivos que persigue: Private Equity (PE): es la estrategia de inversión más convencional dentro del capital privado. Consiste en la inversión en empresas privadas, es decir, que no cotizan en bolsa, como una empresa familiar o industrial, con el objetivo de potenciar su crecimiento y rendimiento financiero. Buyouts: dentro del PE existen diferentes estrategias de inversión, como buyouts, que consiste en la compra de participaciones a los inversores existentes. Los inversores se dedican a tomar posiciones mayoritarias en empresas maduras, con beneficios y un modelo de negocio consolidado con el objetivo de reestructurarlas y mejorar sus modelos de negocio. Top Performers: añadimos este concepto porque el portoflio de fondos solo invierte en los mejores fondos del mercado.  I: indica el número del fondo. Los numeramos porque el objetivo de Crescenta es activar de manera recurrente nuevas oportunidades de inversión en esta estrategia. Los fondos de capital privado tienen un tamaño objetivo basado en el capital que espera captar, una vez se cumple, el fondo se cierra y no suele permitir la entrada de más inversores, por lo que, si no has llegado a invertir, siempre podrás esperar a las siguientes ediciones de los fondos. FCR: indica el tipo de vehículo que es, en este caso es un Fondo de Capital Riesgo.  Diversificación y exposición a los mejores fondos con una sola inversión  Hablamos de portfolio de fondos, porque es un fondo que a su vez invierte en un número reducido de fondos (a los que llamamos fondos subyacentes). La selección es exhaustiva, buscando fondos top tier (los mejores de su categoría) y no incluyendo más de 5-7 fondos para mantener un nivel alto de diversificación sin comprometer la rentabilidad.  En total, el portfolio de fondos invertirá en más de 120 compañías, con exposición a sectores cíclicos (industria, servicios, financiero…) y defensivos (healthcare, consumo…), lo que permite tener protección en periodos de inversión a largo plazo, ya que podremos estar expuestos a distintos ciclos de mercado, geografías, sectores… 

In this curated episode of the Revenue Builders Podcast, John McMahon and John Kaplan are joined by Dave Tiley from Align Capital Partners to explore the critical differences between Private Equity (PE) and Venture Capital (VC) investments. Dave delves into the distinct strategies, risk appetites, and operational approaches that differentiate PE from VC, offering invaluable insights for entrepreneurs, investors, and business leaders. From early-stage ventures to mature businesses, this episode provides a comprehensive look at how different funding models can drive growth and innovation.KEY TAKEAWAYS[00:00:47] VC investments focus on early-stage companies with high-risk, high-reward potential.[00:01:34] PE investments target companies with established revenue and earnings, aiming to accelerate growth.[00:03:30] Differences in board makeup between VC-backed and PE-backed firms.[00:05:15] Embracing the "good to great" philosophy to drive radical improvements in PE-backed companies.[00:05:58] Operational optimization strategies to scale companies from millions to hundreds of millions.HIGHLIGHT QUOTES[00:00:47] "Venture capital is big bets, hoping one out of ten succeeds."[00:01:34] "For us as growth investors in the private equity space, we're looking for a company we think, hey, they got something special, but maybe with some more expertise, maybe with some more jet fuel, we can come alongside them, partner with them to accelerate the growth curve."[00:02:49] "Our whole idea is to be a servant leader and help these CEOs in anything we can do to help them be better each and every day."[00:05:15] "When we partner with a company, they've already done something really well, right? And they get rewarded for that stage. But to reward our investors in the next tranche, that 2.0 version, we got to radically improve the company."[00:06:13] "As you built companies to get to 20 million is one thing, but to get to 50 and then 100, they're just different stages and different steps, and there's a different playbook really for each."Listen to the full episode with Dave Tiley through this link: https://revenue-builders.simplecast.com/episodes/from-good-to-great-with-dave-tileyCheck out John McMahon's book here:Amazon Link: https://a.co/d/1K7DDC4Check out Force Management's Ascender platform here: https://my.ascender.co/Ascender/

Hvorfor har Private Equity (PE) gitt meravkastning historisk? Hvordan foregår forvaltningen av private equity fond i praksis? Hvordan velger man ut forvaltere? Hvordan skapes avkastningen i selskapene til private equity fondene og hva er de viktigste kriteriene for å lykkes med investeringer i private equity? Og ikke minst - hvordan bør man tenke som investor mht. private equity – hvor mye og hvordan? Kine Burøy Olsen er gjest i denne episoden av Danske Bænkers.Kine har lang erfaring fra forvaltning innen private equity. Hun arbeidet i Argentum det statlige investeringsselskapet som investerer i private equity før hun var med å grunnlegge Cubera i 2006. Cubera ble i 2019 kjøpt av Storebrand og forvalter p.t. 5 mrd euro, og er med det en av de større aktørene innen private equity i Norden.Disclaimer: Podcasten er et markedsføringsmateriale fra Danske Bank. Uttalelsene i podcasten er ikke å regne som investeringsrådgivning eller en anbefaling til å investere, og uttalelsene er ikke et tilbud eller en oppfordring til å kjøpe eller selge et finansielt instrument. Vær alltid oppmerksom på at historisk avkastning ikke er en pålitelig indikator for fremtidig utvikling eller avkastning på en investering. Søk råd hos profesjonelle rådgivere omkring juridiske, skattemessige, finansielle eller andre forhold knyttet før du foretar en investering.

In this episode, we're joined by Remington Hospitality CEO Sloan Dean, who shares what he sees as the danger of private equity in the hospitality business today.You'll learn about:The Role of Private Equity (PE) in Hospitality: Understand the dynamics of PE ownership in hospitality operating platforms and why it often leads to overvaluation - and undervaluation - in critical areas.Challenges of Scaling: Discover why scaling beyond a certain number of hotels can lead to diminishing returns and how the relationship-oriented nature of the business complicates large-scale operations.Public vs. Private Valuation: Learn about the pitfalls of attempting to arbitrage between private and public valuations, and why the dream of going public often remains unfulfilled.Impact of High Interest Rates: Explore how high interest rates and leveraged buyouts are affecting operating platforms, leading to cost-cutting measures that can degrade service quality.The Importance of "Smart Growth": Hear why organic, steady growth is more sustainable than rapid expansion, and how PE's aggressive strategies have led to value destruction in many cases.Thoughts, questions, suggestions? Send me a text messageThis episode is brought to you with support from Sojern. I teamed up with Sojern to study how hoteliers use data to drive revenue and build stronger guest relationships. You can see what we found in this research report: How Hotel Brands Are Using First-Party Data to Drive Revenue & Build Stronger Relationships. Want to get my summary and actionable insights from each episode delivered to your inbox each day? Subscribe here for free.Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram.Music by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands

Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from Q1 2024 that are top of mind for Private Equity (PE) investors. PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends. Visit https://www.ey.com/pepulse to view this quarter's summary.  In this episode, we will provide a quick rundown on some of the trends and the themes that we're seeing in the market with respect to deals, the credit environment and how the macro situation is going to impact dealmaking over the course of the year.

Private Equity (PE) firms are increasingly targeted due to their comprehensive disclosure requirements, possession of sensitive data, and wide network of portfolio companies, making them lucrative targets for cybercriminals. What's more, threat actors exploit these characteristics to gain access to an extensive network by breaching just one entity. In this episode of Cyber Talks, Ryan Westman and Eldon Sprickerhoff dive into the intricate relationship between private equity firms and their portfolio companies concerning cybersecurity. Key takeaways of the episode include: Reasons PE firms are attractive targets for cybercriminals, including their access to sensitive data and extensive networks Unique challenges PE firms face, such as limited visibility and control over cybersecurity measures across their portfolio companies and the diverse range of cyber risks associated with investing across multiple industries Common misconceptions about cybersecurity postures among PE firms, the evolving tactics of cyberattackers, and the critical role of user awareness in preventing attacks Recommendations to defend against remote exploitation and the misuse of valid credentials --- Have a question for us? Reach out: hello@esentire.com --- About Cyber Talks From ransomware attacks to supply chain compromises, eSentire's Cyber Talks podcast will delve into the world of the latest cyber threats that are impacting businesses globally. Join our team of security experts as we speak with C-level executives and security practitioners about the cyber risks affecting their business and how they're addressing these challenges. About eSentire eSentire, Inc., the Authority in Managed Detection and Response (MDR), protects the critical data and applications of 2000+ organizations in 80+ countries, across 35 industries from known and unknown cyber threats by providing Exposure Management, Managed Detection and Response and Incident Response services designed to build an organization's cyber resilience & prevent business disruption. Founded in 2001, eSentire protects the world's most targeted organizations with 65% of its global base recognized as critical infrastructure, vital to economic health and stability. By combining open XDR platform technology, 24/7 threat hunting, and proven security operations leadership, eSentire's award-winning MDR services and team of experts help organizations anticipate, withstand and recover from cyberattacks. For more information, visit ⁠⁠⁠⁠⁠⁠www.esentire.com⁠⁠⁠⁠⁠⁠ and follow ⁠⁠⁠⁠⁠⁠@eSentire⁠⁠⁠⁠⁠⁠.

Providing a snapshot of what it has been like trying to raise and deploy capital over the last year, is Chris Keen, Head of Emerging Companies in Cambridge, at Mishcon de Reya.We discuss the more challenging market of 2023, but with a deal level that remained almost the same as previous years, it's looking rosy for 2024.From Pre-seed through to Series D, Private Equity (PE) and Mergers and Acquisition (M&A), we talk about the dynamics of deals locally in Cambridge and throughout the UK. And Chris gives some useful guidance on when to engage with a lawyer, and note, the advice is to bring it further forward than you may think.We also find out that many advisors are providing line of sight of investment potential from the Cambridge ecosystem to investors outside of the region – so that's great news for our homegrown tech and innovation.Produced by Carl Homer, Cambridge TV Hosted on Acast. See acast.com/privacy for more information.

On this episode of The Association Podcast, we welcome seasoned venture capitalist, Tim McLoughlin, Managing Partner at Cofounders Capital to share his insights on software investment, particularly in the association market. We discuss the differences and resemblances between Private Equity (PE) and Venture Capital (VC). Tim explains the concept of 'fund size' and its implication in investment decisions and walks through his fundraising experience. We go on to address the surge in AI applications in business solutions and Tim's advice to entrepreneurs to focus on solving real-world problems and making a difference. Finally, we talk about trends in software procurement, investment cycles, and the importance of nurturing relationships.

Show Notes: Chad Oakley, CEO at the executive search firm at Charles Harris, discusses the current state of the consulting job market. He kicks off the conversation by explaining who Charles Harris is and what they do. Chad shares his perspective on three key areas: the market for strategic services, training Chief Strategy officers, and advice for Chief Strategy officers to make themselves more valuable in a down market. The Market for Strategic Services He states that the market for consulting services is currently down significantly due to the down macro environment. Major consulting firms like Bain, BCG, McKinsey, Deloitte, ey, and Accenture have experienced a decline in revenues and project counts. However, they are hopeful that the current low watermark will lead to increased demand, but they are not seeing significant improvements just yet. The good news is that the need for strategy never goes away, and the market for consulting services is often a bellwether for how companies think about strategy these days. As the market continues to down, it is crucial for companies to focus on new and exciting strategic initiatives during downturns and outperform competitors when the market rebounds. He explains that the consulting industry is experiencing a tight market, with more people on the beach than in the last five to five years. Consulting firms are implementing recessionary strategies, such as lowering bonuses, reducing annual raises, and slowing promotions. He talks about delayed start dates, takes a look back at 2023, and how the current situation compares to 2009 and how 2024 is shaping up. He explains that Chief Strategy officers from incorporations are hearing more about companies slowing down strategic projects, special projects, and extraneous growth initiatives. They are also concerned about layoffs and job security, so they want to be on the radar screen for potential opportunities. Advice for Chief Strategy Officers  When there are fewer opportunities, Chief Strategy Officers still have the same tasks. He talks about a bright spot for independent consultants and that connecting with these individuals and offering contract solutions can help consultants navigate the market downturn. Private equity-backed companies tend to have more flexibility and are willing to spend money when it will help them make money. He recommends a variety of different companies to consider during this time. He also explains that during a downturn, Chief Strategy Officers (CSO) focus on short-term versus long-term initiatives. In a market downturn, companies tend to retrench to their core products and services, making it more risky for CSOs and consultants working on long-term projects. Instead, they should focus on projects that make a quantifiable impact in the short term, such as increasing revenue or decreasing costs, and focusing on core products or services. Chad mentions a few areas that are profitable in the short term.  He recommends that CSOs should also create more stability in their roles by taking on more than just strategy. This can include adding other functions to their responsibilities, such as corporate development and transformation initiatives or strategy and communication, AI. Chad also mentions how having a well-managed team helps promote a consultant's value to the company. CSO's often become known as a feeder for future stars in the business, as they bring Rockstar talent to the company. Functional Areas in the Current Market The US is seeing more opportunity in industrials due to a significant onshoring movement and a slowdown in consumer packaged goods and retail sectors. This shift has created more opportunities for companies that are doing more manufacturing internally, with more growth in the industrial space, and they require more support. However, private equity remains a hot and heavy market, with deal flow decreasing. In 2022, the largest year of merger and acquisition deals in private equity history, and 2023 saw one of the lowest deal volumes due to the Fed raising rates and making money more expensive. Private equity firms are still seeking new talent for their portfolio companies, as they believe their existing functions are not reaching their full potential.  The Impact of AI on Consulting The conversation revolves around the potential impact of AI on consulting and the types of AI-related projects or roles being discussed. Chad believes that AI is still a new concept, and companies are still trying to figure out how to use it effectively, consequently, it has not been adopted as a rule. However, Chad does share how he has used ChatGPT. Integrating into a Private Equity Firm Chad offers tactical advice on how to integrate into a Private Equity (PE) firm. He has completed searches for 100+ firms in the last five years, from top 10 global firms to mid-sized or smaller firms. Each firm operates differently, with deal side and portfolio operations groups responsible for identifying potential acquisition targets, valuation, negotiation, and landing the deal. He suggests that, to approach private equity deal people, it is essential to be specific about your skill set and the specific portfolio company you can help. For example, if you are an independent consultant with experience in vendor negotiation, you can use an email title like "Vendor Negotiation Experts for this Portfolio Company" to get the attention of the private equity partner. This will make them more likely to engage with you and share quantifiable success stories. When partnering with a private equity firm, they are constantly thinking about improving EBITDA by raising revenue, maintaining costs, or lowering cost structures. If you have direct experience in improving EBITDA at a business, they may be more willing to engage with you.  The Consulting Job Market in 2024 Chad talks about the current job market for full-time consulting roles in the United States. He looks back at statistics from 2022 compared with today. To pivot from contract consultants to full-time roles, he suggests identifying your spikes and ensuring they add value to the organization in the near term. This could include procurement studies, organizations, or vendor negotiations. He also emphasizes that most consultants have two true spikes that they can bring to an organization, and should focus on these areas. Chad talks about the current situation for the global market, but he believes that the first six months of this year will be bumpy, but the market will continue to move slowly and steadily. Chad believes that, whether seeking contract or full-time roles, individuals must be willing to put in more effort to achieve their desired productivity levels. Chad emphasizes the importance of positioning oneself well for a full-time role and how to articulate what they've been doing to achieve this. He believes that there is no time limit that would prevent someone from being a viable candidate for a full-time role. The number one fear clients have when talking about a contract or independent person is their utilization. How Consultants Can Improve Their Resume and LinkedIn To position oneself for a full-time role, he suggests having a good story of what they've done and ensuring that clients are happy to share their accomplishments, and demonstrating quantifiable outcomes in your resume and LinkedIn profile. A good resume should include numbers, such as increased revenue, decreased costs, improved cycle time, reduced inventory, and holding costs. As an independent consultant, it's important to have a website with case studies, white papers, or deliverables. However, if you don't have one, don't create one just for finding another job. Companies often think that someone is trying too hard by creating an entire website focused on finding another job.  How to Find an Interim Executive Role Chad discusses the importance of interim executive roles in private equity firms. He has had conversations with operating partners and managing directors about the use of these roles, and they all agree that they are crucial for their organizations. The most common areas where private equity firms use interim executives are CFOs, finance specialists, and transformation. To position oneself for these opportunities, one can either work for firms like High Point Associates or reach out to organizations and say, "This is my spike," which can lead to an opportunity presented to them. Board Positions for Consultants Chad also discusses board roles. He states that board roles are easier to fill due to the demand for these positions. However, he explains what boards are looking for and offers a few suggestions on how to position oneself. He suggests that individuals should research the industry and consider how their skills and capabilities in the relevant space are applicable. By doing so, they can better position themselves for these opportunities and contribute to the growth and success of their companies. Timestamps: 10:42 The consulting market and talent acquisition trends 13:13 Market trends for strategic services in a down economy 19:31 The state of the consulting market and its impact on corporate strategy 23:05 Strategies for Chief Strategy Officers in a market downturn 28:23 Trends and strategies for Chief Strategy Officers in a down market 34:58 Private equity market trends and deal flow 36:24 AI impact, consulting job security, and private equity firm partnerships 42:45 Reaching out to private equity firms for business opportunities 46:05 Job market trends and career advice for consultants 52:01 Transitioning from independent consulting to full-time roles 55:01 Resume optimization, interim executive roles, and positioning for job opportunities 1:01:23 Board roles and compensation for private equity firms Links: https://charlesaris.com/strategy-compensation-studies/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 4Q 2023 that are top of mind for Private Equity (PE) investors. PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends. Visit https://www.ey.com/pepulse to view this quarter's summary.  In this episode, we will provide a quick rundown of how last year shook out and some of the things that we expect for 2024. All the important themes and trends and how we think the macro environment is going to impact private equity in terms of deployment, fundraising, financing exits and some of the longer-term impacts as well. And we'll also take a look at some really interesting survey data that we've been collecting over the last few weeks.   

In this special edition of the Darden Admissions podcast, we share a recent installment in our ongoing ‘Office Hours' faculty spotlight series, a conversation with Professor Les Alexander. Alexander is an experienced professor, venture capital and private equity investor, corporate executive, and investment banker, and he is a Professor of Practice in the Finance and Strategy, Ethics & Entrepreneurship areas at Darden. In this wide-ranging conversation, we talk with Alexander about Venture Capital (VC), Private Equity (PE), his Entrepreneurship Through Acquisition (ETA) elective, plans for the UVA Venture Capital Conference, his advice interested in VC and PE and more.

In this special edition of the Darden Admissions podcast, we share a recent installment in our ongoing ‘Office Hours' faculty spotlight series, a conversation with Professor Les Alexander. Alexander is an experienced professor, venture capital and private equity investor, corporate executive, and investment banker, and he is a Professor of Practice in the Finance and Strategy, Ethics & Entrepreneurship areas at Darden. In this wide-ranging conversation, we talk with Alexander about Venture Capital (VC), Private Equity (PE), his Entrepreneurship Through Acquisition (ETA) elective, plans for the UVA Venture Capital Conference, his advice interested in VC and PE and more.

Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 3Q 2023 that are top of mind for Private Equity (PE) investors. PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends. Visit https://www.ey.com/pepulse to view this quarter's summary. In this episode, Pete reviews PE deal activity, which continues to accelerate while visibility into interest rate trajectories and macro volatility begins to recede. 

Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 2Q 2023 that are top of mind for Private Equity (PE) investors. PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends. Visit https://www.ey.com/pepulse to view this quarter's summary. In this episode, Pete reviews the recent PE landscape and modest uptick on European resurgence.

“Diversity, Equity, and Inclusion (DEI) is a priority to the next generation of employees. Their expectation is to see leaders who look like them and to know organizations are committed to DEI long-term — not only during times of social crisis.” The Future of Recruiting 2023 LinkedIn Report Embracing diversity in the recruitment industry is a progressive move that not only brings commercial benefits. It is a long-term commitment that aligns with the values of the current and future employees. I am delighted to share this episode with a very special guest, Alexis Alvarez.  Alexis is a diversity advocate and the founder of Career Rockstars, a boutique talent and diversity search firm that partners with lower and middle-market PE firms in the United States and Europe. In this episode, she shared how they became diversity recruitment specialists for lower and middle-market private equity firms, with diversity hires of 60-75%.  Alexis has over 10 years of recruiting experience and is also a podcast host. Her show is called Take the Stage - Ladies Who Rock, conversations with rockstar women from the world of private equity. Episode Outline and Highlights [01:46] From the US to the Middle East and Europe -  hear Alexis' recruitment career journey. [12:30] How Alexis started her Private Equity (PE) recruitment firm. [21:39] Why truly embracing diversity can be a key differentiator to a recruitment company. [26:00] A retrospect to Alexis' biggest achievements as a recruitment business owner including key learnings. [29:07] Do you consider yourself the biggest challenge in your recruitment career? Listen as Alexis shares how she can relate.  [32:02] Discussion on how to dislodge self-limiting beliefs. [36:18] Career Rockstar's critical success factor: Patience, Purpose, and Intention framework. [40:20] Launching “Take the Stage Ladies Who Rock” - adding value to the recruitment industry through podcasting.  [51:12] David vs Goliath - the story of how Alexis won a huge deal over Heidrick & Struggles. [56:40] Navigating the unseen challenges of working full-time as a mom and recruitment business owner.   Truly Embracing Diversity as a Key Differentiator   Career Rockstars' unique selling point is its commitment to diversity and inclusion. Alexis has a remarkable  60 to 75% diversity placement rate in her company. They prioritize diversity in their searches. This approach attracts like-minded firms that are also committed to diversity.    What led Alexis to adopt this approach? She explained, “And I don't know why, maybe it's being, growing up in LA, you're in a really diverse setting... It was really like in 2020 when the world was falling apart. I'm seeing everything happen in the US. I just thought, what's happening, like, I could be doing more… I  just thought, okay, well, what can I do? And that's really when I decided to double down on increasing the number of diverse candidates that are in my pipeline, at least. And that's really how it started.”   Like me, you will also be inspired by Alexis' passion and positive energy while sharing her story. How are you embracing diversity in your recruitment firm? Doing so is a progressive move that brings significant advantages. By fostering an inclusive culture and actively seeking diverse talent, recruitment companies create a more dynamic and forward-thinking business mindset.   Operating Under the Patience, Purpose, and Intention Framework   Alex shared her work framework involving patience, purpose, and intention. This is aligned with her business model and also a no-nonsense approach to coming up with solutions for her clients. Some valuable insights that Alexis shared are:   Patience - this entails planning in advance and not over-complicating things.  Purpose - having clarity on purpose and the “why” of doing things will lead you to plan with intention. Intention - this is credibility through action.   This benefits Alexis both personally and professionally. She explains, “So not only with the clients that I work with and telling them how to help them and what they need to do and what patience in their context means and purpose and intention in their context means, but like with candidates who want to make a move, it's the same simple concepts that are applied, but just you're adapting them to different scenarios.”   Dislodging Self-Limiting Beliefs   A lot of us can relate to another key topic that Alexis and I discussed: overcoming self-doubt. When I asked her about the biggest challenges she had to face, she mentioned that her biggest obstacle is self-limiting beliefs. I admired how Alexis transparently laid out how she felt when she had to deal with insecurity, an impostor mindset, and self-doubts. We then discussed how she is able to greatly improve her confidence with the support of her husband. She also talked about the value of joining a coaching group.    Our Sponsors   This podcast is proudly sponsored by i-intro    i-intro® is an end-to-end retained recruitment platform. Their technology and methodology allow recruiters to differentiate themselves from the competition, win more retained business, bigger fees, and increase their billings. Their software combined with world-class training enables you to transition from transactional, contingency recruiter to consultative, retained recruiter. Instead of being perceived as a “me too” vendor, you'll be positioned as a “me only” solutions provider. Be sure to mention Mark Whitby or The Resilient Recruiter. Book your free, no-obligation consultation here: https://recruitmentcoach.com/retained   Alexis Alvarez Bio and Contact Info   Career Rockstars Founder, recruitment expert, and diversity advocate, Alexis Alvarez is a steward of capital...human capital. She delivers value-creating impact working with L&MM PE firms who want to increase their diverse hires and broaden their talent pools.   With 15 years of recruitment experience, Alexis knows that firms simply cannot hire high-caliber diverse talent with a low-caliber, or non-existent, diversity strategy. She understands that attracting, and retaining, diverse talent requires patience, purpose, conscious effort, and intention. This approach, together with her positive energy and ability to find and attract outstanding talent, make her a true talent partner.   Alexis' commitment to diversity started as a child growing up in Los Angeles. As a first-generation American, she was raised to embrace different cultures, races, and religions, understanding from a very early age that being different was not a weakness but a strength. That upbringing has served as a guiding principle throughout her life: different is good and more often than not, great!   Prior to founding Career Rockstars, Alexis led recruitment efforts in the European and Middle Eastern digital TV spaces, working with HBO Europe and StarzPlay Arabia. She holds an MBA from IE Business School in Madrid, Spain, and a BS in International Business from CSU Northridge. She is a lover of languages and considers herself a hard-core Godfather fan, and when not playing referee to her three young children, tries to squeeze in time for reading and sewing.   Alexis on LinkedIn Career Rockstars website link Take the Stage Podcast link   People and Resources Mentioned   The 2023 Future of Recruiting LinkedIn Report   Connect with Mark Whitby Get your FREE 30-minute strategy call Mark on LinkedIn Mark on Twitter: @MarkWhitby Mark on Facebook Mark on Instagram: @RecruitmentCoach Related Podcast You Might Enjoy TRR#154 How to Improve Equity, Diversity, and Inclusion in Your Recruitment Process, with Jo Major TRR#102 How Recruiters Can Promote Diversity, Equity, and Inclusion, with Chikere Igbokwe  TRR#57 Diversity as a Differentiator – How Recruiters Can Attract 70% More Diverse Talent, with Helen McGuire TRR#12 The Commercial Value of Diversity and Inclusion in Recruitment, with Raj Tulsiani Subscribe to The Resilient Recruiter  

On this week's podcast, we talk to Susi Mackeown about all things Product Management in Private Equity.Susi is Chief Product Officer with extensive experience delivering SaaS and infrastructure products in the EdTech, Energy andTelecoms sectors. Equally at home in Blue Chip and Private Equity (PE) funded settings, Susi spoke to us on the differences between product management in an agile startup or scaleup compared to more traditional corporate environments. She shares her experiences and tips for effectively managing globally remote teams and how to look after their mental health. We also cover where product should fit in an organisation and how it can get a strategic 'seat at the table.'If you'd like to engage Susi for CPO or project strategy projects or consultancy for your scaleup, startup or carveout, you can find her on LInkedIn - https://www.linkedin.com/in/susimackeown/To find out more about The Small Consultancy and how we help PE companies and PE-backed scaleups, startups and carveouts with flexible in-house recruitment support, contact us today - https://thesmallconsultancy.com Hosted on Acast. See acast.com/privacy for more information.

Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 1Q 2023 that are top of mind for Private Equity (PE) investors. PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends. Visit https://www.ey.com/pepulse to view this quarter's summary.  In this episode, we will provide a quick rundown of what we're seeing in the private equity space. All the important themes and trends, and how today's macro environment is impacting PE – in terms of deployment, fundraising, financing, and some of the longer-term impacts. 

As more and more companies are choosing to remain private for longer, the Private Equity (PE) opportunity can no longer be ignored. In an increasingly VUCA world, PE remains a sustainable source of alpha, still able to access proprietary deals leveraging asymmetric information, at a time when public markets have become a technological and AI-driven arms race to rapidly process near perfect information availability. The opportunity cost of not being invested in PE is too high. Its inclusion as an alternative asset in portfolios is an out-of-date approach that does not consider secular trends in companies staying private and the unfolding democratisation of PE. - Watch MLC Asset Manaegment's David Chan and earn 0.50 CE/CPD hrs on Portfolio Construction Forum

Pour ce neuvième épisode de Private EquiTEA,Stéphanie Hospital, Fondatrice et  CEO de la plateforme VC OneRagtime revient sur son parcours professionnel et entrepreneurial et met en avant l'importance d'une approche innovante et d'une gestion tech et digitalisée pour le VC  et le Private Equity. Timeline:(0:40) - Présentation de Stéphanie Hospital(2:05) - Sa définition du Private Equity  (PE) et  du Venture Capital (VC)(4:17) - Le rôle des plateformes comme OneRagTime en PE et VC à l'heure de la démocratisation du secteur. (5:54) - Les raisons du défaut de digitalisation du PE et du VC(08:58) - Un marché français exceptionnel pour des investisseurs venant du monde entier(10:25) - Les partenariats avec les Banques Privées :  CMB Monaco et Louvre Banque Privée.(12:30) - “Je suis fière de tous nos projets” parmi lesquels Jellysmack ou +Simple. (17:08) - Les grands enjeux du PE et du VE dans les 10 prochaines années : les ressources des épargnes des familles et  investir les projets qui ont un impact économique et social dont Captaincause et Studytracks. Si vous souhaitez intervenir au sein du podcast Private EquiTEA, contactez Antoine Sage sur LinkedIn, nous serons ravis de vous accueillir.Bonne écoute, nous espérons que cet épisode vous plaira. Merci de nous mettre 5 belles étoiles sur votre plateforme de Podcast favorite !Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Early in his career, the dental group Samson Liu worked for sold to Private Equity (PE). He stayed on for 18 years, as the company was sold and re-sold over and over again. Eventually, it became clear that the practices and mindsets of the PE model were not in line with Samson's values, so he left to start his own practice, SOH Dental. In this Tugboat Institute® talk, Samson shares how he took what he learned from the PE playbook and infused it with his own Evergreen® beliefs to create a new model for acquisitions. This “hybrid model” allowed him to build a business that is People First, that will always be Private, and that is in line with his values. His endeavor has been remarkably successful.  Listen and hear a great example of how values can be at the center of a successful business, and how Evergreen is not only a viable, but a powerful alternative to the standard, Private Equity model.

Private Equity (PE) firms and their portfolio companies are finding themselves, and their assets, in the crosshairs of motivated and well-equipped cybercriminals with increasing frequency. However, many PE firms may struggle with having the right threat detection and response capabilities in place to stop a critical cyberattack from impacting their business operations. On the other hand, many portfolio companies may deprioritize their cybersecurity investments, especially during an economic downturn, which can greatly impact their deal valuations. In this episode, Eldon Sprickerhoff, Founder & Advisor at eSentire, is joined by Alex Manea, CISO at Georgian, to discuss: Why cybercriminals target PE firms and portfolio companies and whether there's a specific timeframe that these companies are targeted most How to measure success of your cybersecurity program given the unique challenges PE firms and their portfolio companies face Why PE firms should continuously encourage their portfolio companies to keep up their cybersecurity investments even in an economic downturn And more Learn more about how eSentire MDR can help secure your PE firm and your portfolio companies here. --- Have a question you want us to answer in the next Office Hours episode? Reach out to us: hello@esentire.com About Cyber Talks From ransomware attacks to supply chain compromises, eSentire's Cyber Talks podcast will delve into the world of the latest cyber threats that are impacting businesses globally. Join our team of security experts as we speak with C-level executives and security practitioners about the cyber risks affecting their business and how they're addressing these challenges. About eSentire eSentire is The Authority in Managed Detection and Response, protecting the critical data and applications of 1500+ organizations in 80+ countries from known and unknown cyber threats. Founded in 2001, the company's mission is to hunt, investigate and stop cyber threats before they become business disrupting events. Combining cutting-edge machine learning XDR technology, 24/7 Threat Hunting, and proven security operations leadership, eSentire mitigates business risk, and enables security at scale. The Team eSentire difference means enterprises are protected by the best in the business with a named Cyber Risk Advisor, 24/7 access to SOC Cyber Analysts & Elite Threat Hunters, and industry-leading threat intelligence research from eSentire's Threat Response Unit (TRU). eSentire provides Managed Risk, Managed Detection and Response and Incident Response services. For more information, visit www.esentire.com

A transformational Global Senior Executive with extensive experience leading well-known consumer-facing brands spanning multinational public companies to owner-operator and founder-led organizations. Strong track record of driving results in general management, omnichannel, merchandising, consulting, and strategy development. A clear communicator and developer of high-performing teams and a cross-functional collaborator with global teams, vendors,  customers, and investors. Known for solving problems, creative rebranding, commitment to the customer, and positioning businesses for innovative growth and potential sale.  SELECT ACCOMPLISHMENTS  Extensive turnaround experience in the omnichannel consumer sector.  Experience working with private equity including both sell and buy-side.  Implemented ERP, warehouse management, and new web platforms. Deep experience in product development,  sourcing, and manufacturing.  Recipient of leadership and product design awards including Women in Business Honoree - Minneapolis/St Paul  Business Journal, (2019) and Corporate Leadership Award, Melanoma Research Foundation (2018). • Member of private and non-profit boards of directors.   RELEVANT SKILLS  Strategic Planning & Execution, Growth Leadership, Change Management, P & L Management, Forecasting,  Global Cross-Functional Team Leadership, Supply Chain Management, Lean Process Improvement, M & A, Integration  Strategies, Retail & Industrial Channel Management, Organization Development, Global Partnership Development,  Board of Directors, Product Innovation, Private Equity (PE), Transformational Leadership  PROFESSIONAL EXPERIENCE  HEARTLAND AMERICA, Greater Minneapolis, MN  Chief Executive Officer 2021 – present  In business for 40+ years, Heartland America is a private consumer-based company with investors that sells a full range of end-of season retail products through catalog, phone, and digital to consumers nationwide. 130 employees, ~ $50M annual revenue.  Hired to develop strategies and plans to turn around, stabilize, and grow the business. Report to the BOD Chair.  KCREICHENAU CONSULTING, Minneapolis, MN   Founder and CEO 2019 - present Support companies and PE firms to evaluate businesses with a focus on growth, opportunities, and customers.  Work with multiple private equity firms to help with due diligence and identify opportunities for multiple companies in the consumer space. Successfully conducted a business unit analysis for CEO/Board to decide how to grow a division of a  $300M consumer-based company.  COOLIBAR, Minneapolis, MN  Chief Executive Officer 2014 – 2019 This mission-driven brand has introduced numerous innovative fabric technologies, raised standards in sun protective ratings, and designed a variety of UPF 50+ apparel. In 2016 the business was acquired by Olivarius Hospitality.  Recruited to succeed the founder in 2014 to reposition the company for the next phase of growth.   EXECUTIVE LEADERSHIP | STRATEGY DEVELOPMENT | CORPORATE ALIGNMENT | EXIT STRATEGY • Collaborated with the BOD and senior leaders to develop strategy and implantation plans, budget, and portfolio. Kendra Reichenau – page 2  Led the business turnaround with a successful transaction to new ownership in 2016.  Deployed significant change management and prioritization methods including new systems, implementation, ERP  integration, warehouse, and web platform.  Led global growth including 200 retail and luxury resort wholesale accounts. Attained Double-digit growth for three consecutive years, with 100% growth in year five.  OPERATIONS | BUSINESS DEVELOPMENT  Increased from 45 FTE employees to 100 global employees; added in-house production offices in Thailand and India. • Migrated 50% of all production away from agents to in-house to improve margins, quality, and supply chain. • Achieved strong growth by prioritizing e-commerce and Amazon businesses.  Focused on growing new wholesale channels and strengthening core business, as well as identifying new product categories and brand partnerships.  Built a strong online community through social media with a focus on education and support. Grew customer engagement by 300%.  KOHLER COMPANY, Kohler, WI  President, McGuire Furniture - San Francisco, CA 2011 – 2013 One of the largest privately-operated global firms with 48 divisions and ~$6.5B in annual revenue.  Led turnaround, management, and growth of an international, omnichannel luxury furniture company in wholesale,  retail, manufacturing, and design. Managed a 300-member global team.  Re-invigorated a 60-year-old heritage company known for high quality and beautiful design. • Managed full P&L for two manufacturing plants, three unions, and 120 wholesale partners globally. • Grew successful e-commerce and digital strategy.  Won multiple design awards for new product launches.  Created a strong foundation of sales and products for the successful sale of the company in 2015.  LUXOTTICA GROUP. Milan, Italy  Senior Vice President and General Manager - N3L Optics - Orange County, CA 2007 – 2011 Luxottica is a global leader in eyewear, with over 5,800 optical and sun retail stores in North America, Asia-Pacific, China, and Europe with a strong brand portfolio including Ray-Ban, the best-selling sun and prescription eyewear brand globally.  Reported directly to the CEO of Oakley. Managed 70 employees with full P&L responsibility. • Developed and launched an interactive, multi-branded sports performance sunglass retail concept. • Grew the business to 10 locations when successfully transferred over to the Sunglass Hut division. • Attained + 20% YoY store increase on 10% less inventory (2010).  Created the branding, defined the consumer, and developed the PR/marketing strategy to drive awareness in national and local markets. Drove all assortments and visuals, and ensured field support and training.  Senior Vice President and GMM - Sunglass Icon, division of Oakley, Inc.  Responsible for the general management of a 125-retail inline and kiosk sunglass store chain. • Created the vision for all marketing, merchandising, and field training and execution.  Negotiated new terms and relationships with the vendor community.  Improved margin by 1.5 pts. Grew revenue by 6% to over $80M business.  Led the migration of all 125 locations to be re-branded under Sunglasses Hut name and systems once Oakley was purchased by Luxottica.  REICHENAU CONSULTING, San Francisco, CA  Interim Executive and Consultant - San Francisco, CA 2004 – 2007 Worked with Board Members at Oakley, CEO of Gymboree, President of Dockers, and CEO of Crescent Jewelers to review existing product development processes, identify business opportunities, and implement organizational change. Acting VP of Design for Dockers Women's - Focused on improving fit and defining the design process by calendar month. Acting GMM for Crescent Jewelers - Created a marketing plan, new brand image, and visual standard for all stores.  Reduced inventory by 20%; improved sales by 10%.  Acting Head of Merchandising for Janeville (Gymboree) – Defined and clarified the customer, streamlined the product fits, and the go-to-market processes.  GAP, INC., San Francisco, CA - Senior Director and Divisional Merchandise Manager - Women's NORDSTROM, INC., Seattle, WA - Vice President, Brand Manager, Halogen   ARTHUR ANDERSEN/KPMG, San Francisco CA - Manager   EDUCATION  SCRIPPS COLLEGE, Claremont, CA - Bachelor of Arts Degree in Political Science  AWARDS AND RECOGNITION  Women in Business Honoree - Minneapolis/St Paul Business Journal - 2019  Corporate Leadership Award - Melanoma Research Foundation (MRF) – 2018  Several Design Awards for Product Launches - KOHLER COMPANY - McGuire Furniture  PROFESSIONAL ASSOCIATIONS  CHIEF (National Executive Women's Group) – Selected Member 2022  BOARD OF DIRECTORS  Board Member- WASHBURN CENTER FOR CHILDREN, Minneapolis, MN (2021 – present)  Board Member; Executive Committee - CRISTO REY HIGH SCHOOL, Minneapolis, MN (2015 - 2021) Board Member; Chair, Marketing Committee - IMMACULATE CONCEPTION ACADEMY - Cristo Rey (2009-2013)

Joining Sean is special guests Attorney Colin Callahan of Flannery / Georgalis and Eric Rubenstein, Ret. OIG Agent of Advize Healthcare. The roundtable discussion will be Private Equity (PE) and the pitfalls of engaging both as the investor and as the portfolio company. There is ton to explore and we are sure you will walk away with a better understanding of how best to engage with PE! Don't forget to visit us at www.thecomplianceguy.com

Rising inflation, the end of a 30-year interest rate super cycle, quantitative tightening, and continued uncertainty around Covid make for turbulent times ahead. Private Equity (PE) has historically outperformed listed indices, and current macro settings will provide a further wedge of alpha for PE's active hands-on approach. Although traditional barriers to participation in PE are fading, PE remains on the bench for many individual investors. With an end to easy value creation and challenging conditions ahead, don't miss out on PE outperformance in 2022. - Martin Cox, Milford Asset Management. Earn 0.50 CE/CPD hrs on Portfolio Construction Forum

B2B SaaS founders envision their entrepreneurial journey including a liquidity event such as an IPO, a financial acquisition, or a strategic acquisition from an industry leader.Lowell Ricklefs has deep operating experience leading tech companies and has experienced acquisitions on both the buyer and the seller side multiple times. During these processes, Lowell often wondered why banks were required to sell a SaaS company.Lowell identified an opportunity for enhanced sell-side assistance for SaaS companies in the $3M - $20M ARR range.The first topic we cover is the personal decision of deciding to sell your company and the signs that suggest maybe this is the time to consider selling. One sign is the journey has been very long and arduous and the founder is tired, does not have any new breakout ideas, and is ready to exit.  Another sign is when a market segment becomes very hot, the competition is fierce and larger companies have started to enter as competitors. One threshold that Lowell suggests is critical to optimizing company value is reaching at least $5M - $10M ARR will materially increase both the interest and value that your SaaS company will receive. A consideration that a founder needs to be fully explored is if they are truly ready to step away from being the day-to-day leader of the business.  Often, especially in strategic acquisitions, the founder who has been the CEO for years will most likely be asked to take a reduced role within a larger organization.  Some founders can find this very comfortable, but often it can become a struggle when the ultimate decisions will not be their own.Strategic acquirers typically will be looking for a company with at least $10M ARR.  At a macro level, Growth and Retention metrics are the most important metrics that a strategic acquirer will evaluate.  Net Revenue Retention, logo churn, revenue concentration, total addressable market, and EBITDA are important to strategic acquirers.  Another metric that strategic acquirers consider is the amount of capital raised or consumed, as strategic acquirers do appreciate and value the company's ability to grow efficiently.Our host, Ray asked Lowell the question for a $10M ARR company which is more important to an acquirer - Growth Rate or Net Dollar Retention?  Lowell said both are important, but one that can grow organically as measured by Net Dollar Retention is his choice for the most important company value impacting metric...at $10M  ARR and above.An early-stage company will not be valued based upon the level of profitability by a strategic buyer, but Lowell still recommends having a plan to become EBITDA positive, and growing that profitability is a critical metric.One consideration for strategic acquirers, especially Private Equity (PE) is if your company will become a "PLATFORM" for industry consolidation.   There are several PE firms that have a thesis of consolidating the industry, growing through acquisition, and eliminating duplicate SG&A costs leading to increased profitability.  In this scenario, having great organic and profitable growth is foundational to the company becoming the platform for consolidation and growth."PLATFORM" - what does this mean in strategic acquisition?  For Private Equity - it is the company that becomes the centerpiece of a consolidation strategy. $10M ARR is really the threshold to be considered as the platform for a strategic consolidation strategy.  Many PE companies also use the available market size as a criterion for using a consolidation strategy - but many also will focus primarily on Internal Rate of Return (IRR) as the primary criteria.If you see an acquisition for your SaaS company as a potential outcome, the conversation with Lowell is a great listen!

Con il termine di Private Equity (PE) si intende quella particolare attività finanziaria che consiste nell'acquisire aziende private, con l'obiettivo di migliorarle e poi rivenderle e guadagnare dalla plusvalenza realizzata.Lascia che l'attività di Private Equity ti venga spiegata da chi lavora quotidianamente proprio in un fondo di Private Equity: ti spiego cosa sono, cosa fanno, come investono e come lavorare per queste società.

For manny Venture Capital (VC) and Private Equity (PE) seems like the perfect career opportunity. But you should definitely watch this video before choosing one of this career paths. Better find out sooner than later what you should prepare yourself for. In this video I will go through three main aspects that I hate about the Private Equity & Venture Capital industry. 3 Ways to break into VC as a Graduate: https://youtu.be/IeAK3YWDK1k Chapter overview: 0:00 Intro 0:20 My experience in VC & PE 1:14 A lot of bullshit in VC 4:20 You are not executing 7:30 Limited earnings potential

Private Equity (PE) firms are buying marcomm companies — but what does that mean for your agency? In this episode, Tobinleff partner and former CPA with Ernst & Young, Chuck Gottschalk, explains what Private Equity is and how PE firms can get you a bigger payday for your business. Get answers to questions like: What is Private Equity (PE), and why would it be interested in purchasing marketing, advertising, digital, PR, and related communications agencies? What does PE look for in acquisitions, and what makes a marketing firm attractive? How does doing a deal with Private Equity increase what you're likely to earn from a sale of your agency? What about the downsides?

Founders are constantly on the lookout for resources that can be used to help with their goals, whether those goals are business or personal. These resources are sometimes difficult to reach by one's efforts alone. This makes partnerships essential and Private Equity is something that you, as a founder, should consider looking into.  In our conversation with David Ettenger of Bow River Capital, we discuss the variety of ways that founders can leverage the resources of Private Equity firms to achieve their goals. From full business exits, partial exits, subject matter expertise, and even coaching for internal succession, PE offers a wealth of resources to help your business and family get to where they want to be. We also discuss how to find the right PE firm that specializes in your specific industry and also how some entrepreneurs have transitioned to working with PE firms and their portfolio companies as a way to share their knowledge and pay it forward.  If you are wondering how to use PE for an exit, taking chips off the table, or to just help you continue on your growth journey this episode is for you.  About Our Guest: David Ettenger is responsible for business development activities at Bow River including originating investment opportunities and managing investor relationships. He has over five years of Institutional Equity Sales experience, most recently serving as a Vice President at Morgan Stanley. He holds an MBA with an emphasis in Accounting and a BS in Accounting from the University of Colorado, where he graduated with honors. He is also a CFA Charterholder.  Resource Links:  Destiny Capital (https://www.destinycapital.com)  Bow River Capital (https://bowrivercapital.com/about-us/) We'll be talking about:  Definition of Private Equity (PE) [4:58] The value that PE creates for founders in a leveraged buyout [6:53] How PE helps founders in the decision making process [11:19] Private Equity partnerships [16:22]  Overview of Bow River Capital's two areas of expertise [20:18] Understanding the importance of a PE firm's expertise [21:29] When should founders leverage PE as a resource [24:14] How PE firms facilitate transitions of founders who want to work with them  [29:16]  Advice for investors who want to deploy capital into PE [34:06] Advice for founders who want to use PE as strategy for their own growth or exit [34:44] Connect with Already Successful:  Subscribe on YouTube: https://www.youtube.com/channel/UCdP-TOyToXAc5iSIA4Ehc6g Like on Facebook: https://www.facebook.com/AlreadySuccessful/ Connect on LinkedIn: https://www.linkedin.com/company/alreadysuccessful Follow on Instagram: https://www.instagram.com/alreadysuccessfulpodcast/ See omnystudio.com/listener for privacy information.

In this edition of the Africa Legal Podcast Series we move to Tanzania to speak to Michael Strain, a partner with Clyde and Co in Dar es Salaam. Michael leads the firm's corporate practice advising local and foreign companies on a wide variety of commercial and trade matters. His conversation with Africa Legal's editor Carol Campbell offers unique insight into an investment environment that sometimes falls under neighbouring Kenya's shadow. The economies of East Africa are extremely resilient, he says, and post Covid-19, there will be a bounce back. The podcast focuses on the challenges and opportunities for Private Equity (PE) in a smaller economy. PE in East Africa is a very different game, he warns, from countries like the UK, US and even South Africa. Almost all the money that is driving the PE industry comes through Development Finance Institutions. The purpose of this money should not be forgotten with impact, rather than return, often the driver of investment. Michael says there are not enough appropriate “homes” to accommodate available funding and the challenge remains to find a way to enable more start-ups to access financial support. Before leaving the United Kingdom nearly a decade ago Michael was a London solicitor but is now an advocate in Tanzania's High Court. The country, he says, is one of the jewels of Africa and a place he is proud to call home.

Painel semanal de finanças pessoais e investimentos, com temas discutidos pela equipe da BTC!Temas Comentados:-Tipos de investimentos por maturidades de empresa-Riscos e liquidez de Private Equity (PE) e Venture Capital (VC)-Alocação de recursos através de fundos de PV e VC: vantagens e cuidados-Outras formas de levantamento de capital: Investidores-anjo, família e amigos, hipoteca e crowdfunding---------------------------------------------------Siga a BTC nas redes sociais!Facebook: https://bit.ly/face-btcInstagram: https://bit.ly/insta-btcLinkedIn: https://bit.ly/linkedin-btc----------------------------------------------------Confira nosso site: www.btcompany.com.br

Prital Kadakia leads the Growth team at Serent Capital, helping portfolio companies to scale up, drive results, and find the right leadership talent. As a sales and marketing expert at a PE firm, Prital's work with portfolio companies spans sales force effectiveness, pricing, operational efficiencies, strategic partnerships, strategy development, procurement, and digital marketing. In this episode, we talk about how PE investors work side by side with portfolio companies, including how they look for the ideal marketing talent, what they expect the CEO and CMO to know about growth marketing, and how to navigate the challenges of hypergrowth. Here are our top themes and takeaways from the conversation: 1.Things for CEOs to think about when finding the right marketing leader ● Context in which the marketing leaders were successful in earlier roles ● Ability to own the bookings and results (something which is not core to every marketer's DNA, but is a crucial flag for PE investors, who are focused on close alignment between marketing and sales), ability to forecast into the future - most B2B tech companies have long sales cycles, so focusing on the right metrics that will have a material impact in 6/12/18 months is crucial 2. Common pitfalls for CEOs to avoid as they search for their marketing leader ● Not having clarity about what you want ● Hiring a CMO when a VP of Marketing would be more aligned to the stage and pattern of growth 3. Tips for marketing leadership candidates: what to keep in mind if you are a potential CMO being interviewed with someone from the PE investor side for your dream B2B SaaS job! (Hint: know thy investor, and thy ROI!)

A lot of businessmen would have raised money or are planning to raise money from a private equity investor to expand their business. Based on personal experience and after discussions with many other entrepreneurs, seasoned entrepreneur and executive coach, Ashutosh Garg gives actionable insights into the steps before selecting a Private Equity (PE) investor from a list of potential investors: He is speaking to the founder of iarani and The Brand Called You, Arani Chaudhuri. Discover more at tbcy.in --- Support this podcast: https://anchor.fm/tbcy/support

Want to work in finance but don't know where to start? We're here to help. In this podcast, we walk you through the two main 'sides' of finance, the buy side and the sell side, as well as which roles fall into each category and what kind of work they entail. Brandon Rith, formerly a Licensing Instructor at Fidelity for over a decade, shares his knowledge of Investment Banking (IB), Private Equity (PE), asset management firms, and hedge funds.

Edified Equity Podcast Episode 64: Why Private Equity Investors Have an Increasing Appetite for Deal Specific Direct (Multifamily) Investments Full YouTube Video - https://youtu.be/QUnX5VT__9M Helpful? Please Subscribe, Rate & Review! Full iTunes Podcast (available soon) - http://bit.ly/iTunesEE Helpful? Please Subscribe, Like, & Comment! Join our Educational FB group for the latest updates - https://bit.ly/2LEa0wx Follow Us: *YouTube Channel - http://bit.ly/YouTubeEdifiedEq *iTunes Edified Equity Podcast - http://bit.ly/iTunesEE *Site – http://www.EdifiedEquity.com/ *Facebook – http://bit.ly/2rQ8uOB *Join our Educational FB group for the latest updates - https://bit.ly/2LEa0wx *LinkedIn – http://bit.ly/2EMd0WK *Twitter – http://bit.ly/TweetEE *BiggerPocket Blog: http://bit.ly/EEBPBlog *Instagram:dino_pierce Description/Notes: One of the sole purposes of Private Equity (PE) - whether it be from a Family Office, Ultra High-Net-Worth Individual, or savvy accredited/sophisticated investor is to increase their investment, build wealth, preserve capital, enjoy tax benefits, and ultimately pass generational wealth to succeeding generations. No matter what the investment, they have to be exceptional when it comes to risk management. One current trend among PE investors is in Deal Specific Direct, Multifamily, Investments (DSDI) that support the workforce (the backbone of our economy) by providing them safe affordable housing. The demand for such an asset in select markets has, currently, outpaced supply. Investors are leaning in on DSDI as there are several benefits for them. Partnering with a trusted team of operators, they know and have access to, in a DSDI is a great way to preserve capital, shelter/defer taxes, benefit from cash flow (while appreciation is forced and occurring over time), and create generational wealth. DSDIs allow PE investors deal specific opportunities while relieving them from managing the day to day operations (burdensome and time-consuming). That’s a few of many reasons why PE are continuing to look at, choice, DSDI in 2019. I sincerely hope you enjoy these “Edified Equity Investor Insights”.

In this episode, Brandon talks with Matt Hawkins of Cresco Capital about cannabis Private Equity (PE) investing, the appeal of public exits, and the changing stigma in Dallas, Texas regarding cannabis. Matt and his team have deployed over $25 million in the space in a number of investments including: Flrish Farms, Ebbu, Harvest, and Green Thumb Industries (GTI). Unlike many investors in this space, Matt and his team are not afraid to touch the plant. Tune in, listen up, and get acquainted with another prominent investor in the cannabis industry!

Poznaj wyniki 31. edycji regionalnego badania Deloitte, pt. „Central Europe Private Equity Confidence Survey”. Badanie, ukazujące się dwa razy w roku, pokazuje nastroje i oczekiwania funduszy Private Equity działających w krajach Europy Środkowej.

Richard Manders co-founded iAutomation and built it up to $12M before deciding it was time to recapitalize. Manders sold 75% of his company for almost 8 times EBITDA to a Private Equity (PE) and held 25% interest in the company after the sale.

We believe that the larger Private Equity (PE) firms (KKR, Silver Lake, TPG and Carlyle to name a few) would be prospective logical acquirers of Equifax.

Private-Equity (PE) firms play a unique role in the economy, acting as financial sponsors of American corporations. When they take an ownership stake in a company, PE firms bring capital and expertise. In the shadow of the 2012 Presidential Election, many are asking who benefits from the actions of PE firms. Those who are critical of PE firms cite special tax breaks that allow PR firms to treat their profits as lightly taxed capital gain. Defenders, point out that PE firms make money for their investors. The question is: Who is telling the truth? Our guest speaker, Professor Aswath Damodaran of NYU's Stern School of Business, will address these questions and others in this lecture. The title of his presentation is "Private Equity: Beynod the "Story-telling."

Private-Equity (PE) firms play a unique role in the economy, acting as financial sponsors of American corporations. When they take an ownership stake in a company, PE firms bring capital and expertise. In the shadow of the 2012 Presidential Election, many are asking who benefits from the actions of PE firms. Those who are critical of PE firms cite special tax breaks that allow PR firms to treat their profits as lightly taxed capital gain. Defenders, point out that PE firms make money for their investors. The question is: Who is telling the truth? Our guest speaker, Professor Aswath Damodaran of NYU's Stern School of Business, will address these questions and others in this lecture. The title of his presentation is "Private Equity: Beynod the "Story-telling."

Private-Equity (PE) firms play a unique role in the economy, acting as financial sponsors of American corporations. When they take an ownership stake in a company, PE firms bring capital and expertise. In the shadow of the 2012 Presidential Election, many are asking who benefits from the actions of PE firms. Those who are critical of PE firms cite special tax breaks that allow PR firms to treat their profits as lightly taxed capital gain. Defenders, point out that PE firms make money for their investors. The question is: Who is telling the truth? Our guest speaker, Professor Aswath Damodaran of NYU’s Stern School of Business, will address these questions and others in this lecture. The title of his presentation is "Private Equity: Beynod the "Story-telling."

Private-Equity (PE) firms play a unique role in the economy, acting as financial sponsors of American corporations. When they take an ownership stake in a company, PE firms bring capital and expertise. In the shadow of the 2012 Presidential Election, many are asking who benefits from the actions of PE firms. Those who are critical of PE firms cite special tax breaks that allow PR firms to treat their profits as lightly taxed capital gain. Defenders, point out that PE firms make money for their investors. The question is: Who is telling the truth? Our guest speaker, Professor Aswath Damodaran of NYU’s Stern School of Business, will address these questions and others in this lecture. The title of his presentation is "Private Equity: Beynod the "Story-telling."

Private-Equity (PE) firms play a unique role in the economy, acting as financial sponsors of American corporations. When they take an ownership stake in a company, PE firms bring capital and expertise. In the shadow of the 2012 Presidential Election, many are asking who benefits from the actions of PE firms. Those who are critical of PE firms cite special tax breaks that allow PR firms to treat their profits as lightly taxed capital gain. Defenders, point out that PE firms make money for their investors. The question is: Who is telling the truth? Our guest speaker, Professor Aswath Damodaran of NYU's Stern School of Business, will address these questions and others in this lecture. The title of his presentation is "Private Equity: Beynod the "Story-telling."

Private-Equity (PE) firms play a unique role in the economy, acting as financial sponsors of American corporations. When they take an ownership stake in a company, PE firms bring capital and expertise. In the shadow of the 2012 Presidential Election, many are asking who benefits from the actions of PE firms. Those who are critical of PE firms cite special tax breaks that allow PR firms to treat their profits as lightly taxed capital gain. Defenders, point out that PE firms make money for their investors. The question is: Who is telling the truth? Our guest speaker, Professor Aswath Damodaran of NYU's Stern School of Business, will address these questions and others in this lecture. The title of his presentation is "Private Equity: Beynod the "Story-telling."