BDO Private Equity PErspectives Podcast

On BDO’s latest Private Equity PErspectives podcast episode, Jordan Margolin, head of business development at VSS Capital, and Matt Cole, managing director at SBJ Capital, joined host Todd Kinney to discuss:

• The key role relationships play in their deal sourcing strategies
• Providing post-investment support for their portfolio companies
• Which paths to exit they expect to dominate the M&A landscape in the coming months

On BDO’s latest Private Equity PErspectives podcast episode, Glenn Harrison, managing partner at private credit fund LO3 Capital and Ken Heuer, principal at Kidd & Company, a family office, joined host Todd Kinney to discuss:

• The opportunities and challenges posed by longer holding periods
• How their respective firms have been impacted by the shift toward private credit
• What the market has in store for the remainder of the year

On BDO's latest Private Equity PErspectives podcast episode, Corinne Spears, principal at Achieve Partners, and Rohanjit Chaudhry, executive director at Morgan Stanley Capital Partners, joined host Todd Kinney to discuss:

• How they are managing the high cost of capital
• The current deal landscape and what they expect to see the rest of the year
• Their approach to the talent challenges that emerging technology has introduced

On BDO’s latest Private Equity PErspectives podcast episode , Brett Hickey, founder and CEO of Star Mountain Capital, and Engin Okaya, executive managing director at Prudential Private Capital, joined host Todd Kinney to discuss:

• AI and other emerging technologies: How PE firms and their portcos can strategically leverage new and impactful tools to gain a competitive edge.
• The increasing focus on portco talent: Why strategic recruitment and retention efforts remain a top priority for PE firms and their portco leaders.
• PE’s evolving approach to value creation: How PE firms are creatively optimizing their portcos while navigating challenging headwinds.

On BDO’s newest Private Equity PErspectives podcast episode, Mike Hoffmann, partner at Thoma Bravo, sat down with host Todd Kinney to share his outlook on the current software deal space. They discuss:

• Thoma Bravo’s method: How the firm creates opportunities and measures results, and why they take a management-centric approach when evaluating potential partners.
• The high-growth nature of software: Unpacking the secular tailwinds, focus on digital transformation and emerging technologies, and the IT and security skills gaps feeding growth in the software space.
• Talent management: Why talent is everything in software, and how companies that prioritize attracting and retaining top talent can drive innovation, enhance operational efficiency, and gain a competitive advantage.

Listen here: Talking Software Deal Trends with Thoma Bravo

On BDO’s latest Private Equity PErspectives podcast episode, Laurens Goff, co-founder and managing partner at Stone-Goff Partners, and Todd Squilanti, managing director at InTandem Capital Partners, join host Todd Kinney to discuss:

• The changing PE landscape: How, after several busy years of acquisitions, PE firms’ deal acquisition and value creation strategies are evolving.
• The importance of add-on deals: Why add-ons are advantageous but challenging.
• Attracting and retaining talent: How to drive motivation among portfolio company staff and ensure they are equipped and rewarded for their role in value creation.

Listen here: Merger Integration Considerations for Driving Value.

On BDO’s new PE PErspectives podcast episode , Mike Weinberg, Managing Partner of Levine Leichtman Capital Partners, and Jeff Roth, Founding Partner of Bruin Capital, join host Todd Kinney to discuss:

• Deal-acquisition and value creation strategies: How the changing market has evolved the way fund managers are investing (or not)
• Key challenges facing portfolio company CFOs: How CFOs are managing inflation and high interest rates while navigating skillset gaps
• Talent management concerns: How fund managers are working with portfolio company leaders to ensure the right talent is in place to execute value creation plans

Listen here: Partnering with Portfolio Company CFOs to Navigate Talent and Workforce Challenges.

On BDO’s new Private Equity PErspectives podcast episode, Nick Santhanam, CEO of Fernweh Group, and Scott Spielvogel, co-founder and managing partner of One Rock Capital Partners, join host Todd Kinney to discuss:

• Investment strategies: How the changing market has evolved the way fund managers are investing (or not)
• Impact of current economy: How inflation and higher interest rates are affecting the approach to value creation and financing
• Influence of social and environmental concerns: How the pressures of social equity and climate-related demand are influencing human capital and investment decision making

On BDO’s new Private Equity PErspectives podcast episode, Michael LeTourneau, finance resource partner at Court Square Capital Partners, and Steve Siwinski, senior finance leader at Accel-KKR, join host Todd Kinney to discuss why PE CFOs need a “money-making gene” and “love of controlled chaos.” Tune in to hear their insights on:

• Talent challenges: How the current labor market headwinds play into fund and portfolio strategies, and what solutions they’re deploying
• The first 100 days: What’s most important now in the first 100 days of owning an asset
• Scaling the approach: How scaling your approach is top of mind for LPs today, and how to do it

On BDO’s new Private Equity PErspectives podcast episode, Patrick Whitehead, Executive Director at Morgan Stanley Capital Partners, and Katie Lankalis, Vice President at LLR partners, speak to host Todd Kinney about:

• Private credit: Why we’ve seen growth in the private credit market and where it’s headed next
• Due diligence: How due diligence timelines continue to evolve, following a few extremely high-pressure years
• Creative deal structures: Why minority investments and all-equity deals are getting more attention in a down market

Also hear from BDO’s Mark Houston on the refinancing market and how companies can successfully refinance in this challenging financing environment.