The Private Equity Podcast, by Raw Selection

Dan Shockley on How to Build Trust Between Private Equity Firms and Portfolio Companies


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Today’s Guest

Today we welcome Dan Shockley, Managing Director and Co-Founder of LFM Capital. Dan has over two decades of experience in management leadership and operations. He has held managerial positions at American Axle, Caterpillar, and Amazon before entering private equity.

LFM Capital is a PE firm that invests in lower to middle market manufacturing companies and industrial service businesses. They help businesses develop world-class operations which increases long term value for all stakeholders. 

 

What You’ll Learn

How to build trust between PE firms and portfolio companies

Balancing the use of objective and subjective data

Creating a better strategy with the use of analytics and data 

Trends in the manufacturing industry

 

Breakdown

[01:10] Getting to know Dan Shockley

[05:30] Dan’s career transition into private equity

[09:17] Common engagement mistake by PE firms 

[14:59] Negotiating a win-win deal in private equity

[19:39] Dangers of being too data driven

[23:06] How to engage with portfolio companies 

[25:40] Improving performance through insight

[27:28] Trends in the industrial and manufacturing space

[32:23] Notable attributes of top-performing individuals

[36:02] Dan’s learning resources


Resources

Dan’s LinkedIn

Dan’s Email

LFM Capital Website
 
 
 

Thank you for tuning in!

 

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to [email protected].

 

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The Private Equity Podcast, by Raw SelectionBy Alex Rawlings

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