BDO Private Equity PErspectives Podcast

On the latest episode of BDO’s Private Equity PErspectives podcast, host Todd Kinney speaks with Justin Wender, Managing Partner at Stella Point Capital, and Rob Bosco, Managing Director of Stone-Goff Partners on how a recession could impact private equity and what they’re seeing in the GP-led secondaries market.

Listen to the podcast to learn:

• Why valuations for private equity, especially in the middle market, are not seeing the same declines as valuations in the public markets
• Why we are seeing more GP-led secondary transactions and why that is expected to continue
• The importance of investing in companies that are providing real value to their customers
• How technology can create efficiencies in the transaction process
• Why technology-driven services businesses may provide some resilience in an evolving economy

Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a Delaware limited liability partnership and national professional services firm. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.

On the latest episode of BDO’s Private Equity PErspectives podcast, host Todd Kinney speaks with Alice Birnbaum, Head of Business Development at BBH Capital Partners and Stephen Connor, Head of Business Development at Hamilton Robinson Capital Partners. Alice and Stephen discuss their firm’s approach to deal origination and how their investment strategies differ for their different focus industries.

Listen to the podcast to learn:

• Strategies for targeting deals with owner-operated and family-owned businesses
• How centers of influence, such as investment banks, accounting firms and law firms can be great sources for deal origination
• How technology overlays the deal origination process
• How a lot of committed, but uncalled capital can boost the private equity market in the near term, even as the economy evolves
• Why businesses looking for a private equity buyer need to prove the next 5 years will be the best ever for their business
• Why deal flow in the manufacturing and B2B space is predicted to be strong moving forward
• Why the mandate to do control and non-control deals can provide flexibility in a changing market

On the latest episode of BDO’s Private Equity PErspectives podcast , we explore findings from the 2022 Private Capital Pulse Survey, which surveyed 200 fund managers on their plans for creating value, closing deals and pursuing ESG.

Todd Kinney speaks with Jeremy Holland, managing partner, origination, at the Riverside Company and Matt Segal, national partner for private equity assurance at BDO. Matt, Jeremy and Todd discuss:

• Why exit planning needs to start sooner than you think, given economic uncertainty

• How funds are struggling to create value, due to asset price increases

• How the Riverside Company has built its talent pipeline through DE&I and alternative talent sources

• Why so many fund managers are shifting their focus to ESG

In today’s competitive deal environment, building deep and niche expertise has helped one fund manager succeed, while another – who is just starting up a new firm – has found early wins by building on his industry knowledge, tapping his network and taking on a “jack of all trades” role.

In the latest episode of BDO’s Private Equity PErspectives podcast, Todd Kinney speaks with Zeena Rao, managing director at ICV partners, and Kevin Feinblum, founder and partner at AOS Capital, about:

• Why targeting very niche industries can differentiate a PE firm
• How to provide value as supply chain issues and inflationary pressures impact portcos
• How to build from the ground up with a brand-new fund, especially in a competitive environment
• What’s ahead for M&A amid an increase in interest rates and inflation

Is ESG impacting company valuations? And can a strong ESG rating lead to improved long-term performance? Hear two different perspectives on the latest episode of BDO’s PErspectives podcast.

In BDO’s latest PErspectives podcast, Todd Kinney speaks with Saba Ahmad, partner and COO at Turning Rock Partners and Michael Carter, founder and managing partner at Carter Morse & Goodrich about how PE firms can attract companies, the role banks play in guiding companies to a PE firm, the expected impacts of recently announced SEC regulations on PE firms, and what’s ahead for M&A amid an increase in interest rates.

In BDO’s latest PErspectives podcast, Todd Kinney speaks with Dan Lory, principal at SK Capital Partners, and Steve Hunter, managing director at TM Capital, about the shifting lifecycle, inflation, deal disruptors, workforce challenges and ESG — the trends and forces defining private equity M&A in 2022.

Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a Delaware limited liability partnership and national professional services firm. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.

In the newest episode of BDO’s Private Equity PErspectives Podcast, hear how PE firms are actually changing their approach. BDO’s Emily Halpern speaks with Mina Pacheco-Nazemi, managing director and co-head of funds & co-investments at Barings Alternative Investments and Karen Baum, Partner and National Market Leader for BDO Advisory Services about the four trends defining private equity ESG integration. They also talk about how emerging managers can support diverse talent and how fund managers can generate liquidity and returns for LPs.

Private equity is getting more aggressive when it comes to deal making, thanks to the ever-competitive deal market. How is that changing tactics, both during and after acquisition?

In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney speaks with Scott Hendon, BDO’s national and global leader of private equity, and Bob Snape, president of BDO Capital Advisors, to unpack what 200 fund managers said in BDO’s Fall 2021 Private Capital Pulse Survey.

Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a Delaware limited liability partnership and national professional services firm. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.

Infrastructure investing has positioned itself as one of private equity’s hottest asset classes—and the opportunities in this environment are just starting to heat up. Private equity firms are playing a critical role in providing funding to rebuild the nation’s infrastructure—how should firms prepare for anticipated regulatory changes in this space?

In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Andrew Schwartz, director at Stifel Financial, and Aaron Richardson, co-founder and managing partner at SMC Infrastructure Partners, who shared their insights about the role of private equity within the infrastructure space and what the future holds.

During the episode’s Coffee Break, Seth Miller Gabriel, co-leader of BDO 's Infrastructure and Public-Private Partnerships Team within the Valuation Practice, discusses the value of the public-private partnership model in improving the nation’s infrastructure.

In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Don Ritucci, managing director and head of healthcare at Oppenheimer and Co., and Jon Santemma, co-founder and general partner at Regal Healthcare Capital Partners, about healthcare M&A activity in the wake of COVID-19.

During the episode’s Coffee Break, Steven Shill, partner and National Leader of BDO’s Center for Healthcare Excellence and Innovation, how healthcare organizations can properly position themselves in order to avoid restructuring or bankruptcy.