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By BluWave
4
8585 ratings
The podcast currently has 154 episodes available.
The most played episodes among Podcast App listeners.

Carr Preston, Managing Director at Akoya Capital, joins Sean Mooney to discuss how leadership, partnership, and commercial discipline shape successful private equity investments. He shares how Akoya evaluates founder- and family-owned businesses, including the importance of a strong CEO, a clear economic model, scalable sales motion, and the right cultural fit. Carr also explains how Akoya’s thesis-driven, operating-centric approach helps companies professionalize, grow revenue, and focus on the few priorities that matter most. This is a practical conversation on building value through people, focus, and disciplined execution—hit play. Episode Highlights 1:00 - Carr’s path from San Francisco to Morehouse, law school, business school, and private equity 4:00 - How a JD/MBA perspective helps with deal structure, diligence, and negotiation 6:33 - Learning investing fundamentals at Allied Capital during a formative period in PE 10:48 - Carr’s Prince concert streak and the music that shaped different chapters of life 14:42 - What Akoya looks for in leadership, strategy, execution, and business model quality 20:00 - Evaluating management teams through decision-making, trust, communication, and plant tours 24:42 - Akoya’s operating-centric approach to value creation before and after close 29:20 - Why sales and business development are major levers for lower-middle-market growth

Jon Haas, Managing Director of Portfolio Transformation at Clarion Capital, joins Sean Mooney to discuss how private equity value creation has evolved from a differentiator into the core of the business. He shares Clarion’s approach to founder-led companies, operational improvement, digital transformation, AI, and the balance between standardized playbooks and customized support. Jon also explains why firms need to distinguish between a broken thesis and a difficult period, and why intelligent risk-taking still matters in an industry under pressure to avoid downside. This is a thoughtful conversation on conviction, adaptability, and building better companies after the deal closes—hit play. Episode Highlights 2:00 - Early exposure to private equity through family connections and portfolio company boards 3:39 - A nonlinear path through consulting, banking, and Clarion’s early days 6:49 - Building Clarion after IMAX disruption changed the original fundraising plan 13:15 - A collections investment tests Clarion’s conviction through COVID and leadership change 20:38 - Why value creation has become the business of private equity 22:03 - Clarion’s eight focus areas for portfolio transformation and value creation 27:24 - The tension between LP expectations, downside protection, and differentiated returns 33:10 - Jon’s book recommendation and the lesson behind intelligent risk-taking

Sean Mooney, Founder and CEO of BluWave, breaks down BluWave’s Q2 2026 Private Equity Insights Report and what it signals for the second half of the year. He explains why renewed geopolitical volatility stalled due diligence to an all-time low, how PE firms responded by pushing value creation to a record 84% of activity, and why AI advisory demand continues to surge across the industry. Sean also revisits BluWave’s 2026 predictions on deal flow, growth, software selection, industrialization, and the widening gap between AI adopters and laggards. For PE leaders deciding where to place their bets this year, it’s the quarter’s playbook in one sitting — press play. Episode Highlights • 1:08 – Why BluWave’s project data mirrors where private equity is actually spending time • 3:45 – Geopolitical disruption stalls new deal activity for the second straight year • 5:51 – Due diligence drops to 16% as value creation hits an all-time high • 6:30 – AI advisory services surge 193% year over year in PE • 7:20 – Reading the macro backdrop: manufacturing PMI, tight credit spreads, and a resilient consumer • 13:10 – Why extended holds are driving a surge in interim, PE-grade executives • 23:31 – The case for adopting AI now, before the gap between winners and laggards widens For more on BluWave, visit: https://www.bluwave.net/ To request the full Q2 2026 Insights Report, visit: https://bluwave.net/resources/insights-report

In this Karma School of Business crossover episode, Sean Mooney is joined by Lloyd Metz, Managing Partner of ICV Partners; Doug McCormick, Managing Partner of Oridian Capital Partners; James Aylward, Chief Product and Technology Officer at BluWave; and Nathan Plummer, Co-Executive Director of Venture Café Global Institute. The group explains how AI moved from long-running concept to practical business tool, and what that means for private equity firms and portfolio company leaders right now. They cover agentic AI, data readiness, applied AI use cases, internal tooling, security concerns, and the leadership challenge of getting teams to adopt new ways of working. This is a practical conversation for business builders who want to move past AI hype and start creating real value—hit play. Episode Highlights • 2:13 - James Aylward's path from Fidelity's AI incubator to BluWave's technology strategy • 5:08 - Nathan Plummer on Venture Café's role in connecting startups, investors, and innovators • 9:17 - Why ChatGPT marked a "Gutenberg moment" after decades of slower AI progress • 13:10 - AI shifts from autocomplete and thought partnership to writing major chunks of code • 18:06 - Applied AI moves beyond efficiency into biotech, robotics, imaging, and new product creation • 23:28 - Why proprietary data may become the real moat for private equity-backed companies • 35:42 - AI literacy, adoption, and the leadership work required to make tools stick • 44:05 - BluWave's internal AI tool shows how company data can power faster decisions For information on Oridian Capital Partners, go to https://oridiancapital.com/ For information on ICV Partners, go to https://www.icvpartners.com For information on BluWave, go to https://www.bluwave.net

Jim Murphy, Senior Managing Director at LLR Partners, shares his path from CFO and COO roles into leading value creation across a lower middle market private equity portfolio. Drawing on decades of operating experience, he explains how firms identify scalable businesses, assess management teams, and execute disciplined growth plans. Jim also outlines LLR's functional approach to value creation, including operational excellence, ideal customer targeting, and retention strategies that drive outcomes. This is a practical look at what separates good companies from great ones in private equity—hit play. Episode Highlights • 2:15 - Starting in public accounting and the path into a CFO career • 11:10 - Becoming a public company CFO at 29 and learning in real time • 18:45 - What private equity looks for: market size, product fit, and team • 21:30 - Why management quality is the single biggest driver of outcomes • 27:40 - Building a functional value creation team with real operators • 33:10 - Operational excellence: uncovering hidden cost and margin opportunities • 37:45 - Ideal customer profiles and retention as drivers of durable growth For more on LLR Partners, visit: https://www.llrpartners.com/ For more information on Jim Murphy, go to https://www.linkedin.com/in/james-murphy-59097b5/
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