Private Equity Podcast: Karma School of Business

Private equity insights from Charlie Gifford, a senior partner at New Heritage Partner, in this episode relate to how PE firms can differentiate themselves from the competitors to win more often. Charlie speaks to BluWave Founder and CEO, Sean Mooney, about the following topics:

• 1:45 Charlie's background

• 7:00 Why did he get into private equity

• 9:02 How private equity reacts to change

• 13:22 The evolution of the private IPO

• 15:29 How New Heritage stands out to portcos

• 20:55 The future of private equity

• 25:30 Charlie's advice to aspiring business builders

• 29:49 Learning how to be successful

• 36:10 Pro tips about wine

In this episode of the Private Equity Podcast: Karma School of Business, I delve into the recent SVB Bank crisis and its far-reaching implications for private equity. As 2023 unfolds, I explore how this banking turmoil mirrors past crises while presenting unique challenges and opportunities. We discuss the potential shifts in regional banking dynamics, the tightening of lending conditions, and the strategies private equity firms can adopt to navigate this landscape. Highlighting the resilience of the PE industry, I outline how firms can leverage their resources to find value in distressed assets and support portfolio companies through turbulent times. Join me for insights on reframing crisis into opportunity and what the future holds for private equity amidst economic uncertainty.

Doug Horn and Mohit Kansal from Clairvest, a private equity firm based out of Toronto, join the Karma School of Business podcast to discuss:

0:42 Clairvest's history and focus

3:27 How Clairvest works to collaborate with entrepreneurs

5:43 Valuable traits that Clairvest considers before making investments

8:17 Mohit's approach to high-stress times

11:52 Advice to business owners on how to tackle economic uncertainty

16:55 Doug's predictions for the PE industry in the near future

22:40 Clairvest's book/movie recommendations

27:43 Advice Mohit would give to his 22 year old self

29:26 Doug's life hack

To learn more, visit: https://bit.ly/3CfZxmZ

In this episode, host Sean Mooney chats with Demetrios Dounis, a partner at Heartwood Partners, to discuss his path to private equity, and his unique approach to business building.

0:55 Demetrios' path to private equity

3:04 Demetrios' upbringing

4:39 What to look for in a prospective investment

8:44 Lessons to learn from change

12:24 How Heartwood approaches value creation

16:32 How business leaders can find the right private equity partner

20:30 Demetrios' advice to business leaders starting to think about add-on acquisitions

26:34 Advice to his younger self

To learn more, visit: https://bit.ly/3CfZxmZ

Host Sean Mooney sits down with Marshall Phelps, a Managing Director at MidOcean Partners, to discuss his unique path to the private equity industry. Marshall also provides insight on value creation as it relates to business growth.

1:40 Marshall's story

7:27 Investment banking to PE

13:46 Unique perspective on driving value

18:52 How do PE Firms standout in the MA process

23:05 A seller's perspective on IOI & LOIs

25:25 Biggest opportunities in the investment world

30:11 Marshall's book recommendations

33:47 Marshall's advice to his younger self

To learn more, visit https://bit.ly/3CfZxmZ

In this episode, Sean Mooney shares an update on 2022 private equity activity from BluWave's proprietary data. Learn the top takeaways on due diligence trends and value creation focuses from over 500 private equity firms in 2022.

• 1:14 - Private Equity does best when times are worst

• 2:04 - Due Diligence and Value Creation mix

• 3:35 - Functional area focus: Human Capital

• 5:45 - Functional area focus: Strategy

• 8:06 - Functional area focus: Operations

• 8:53 - Functional area focus: Technology

• 10:26 - Functional area focus: Sales & Marketing

To learn more, visit: https://bit.ly/3CfZxmZ

In this episode, BluWave founder and CEO, Sean Mooney shares data-backed private equity predictions for 2023 including:

• The 2023 economy (0:57)

• The VC bubble is going to burst (5:30)

• In-person work will make a return (7:20)

• Brands will be become evermore important in PE (10:14)

• The rise of AI and analytics in mainstream business (11:45)

To learn more, visit: https://bit.ly/3CfZxmZ

It was an interesting year for private equity. In this episode, BluWave Founder and CEO Sean Mooney, breaks down what he's identified as the top 5 trends of 2022: Private equity firms run toward the (economic) storm The rise of human capital Digitization & data ESG Fundraising BluWave supports hundreds of PE firms and their portcos, giving us a unique bird's-eye view of what's happening in the business world. We hope you enjoy these insights.

In this episode, host Sean Mooney shares an update on Q3 private equity activity from BluWave's proprietary data. Learn the top takeaways on due diligence trends and informed value creation focuses from over 500 top private equity firms in Q3.

To learn more, visit: https://bit.ly/3CfZxmZ

ParkerGale's Partner, Devin Mathews, joins host Sean Mooney to discuss the value of culture, the importance of mental health, the economy's impact on fundraising, tips to weather the economic storm, the benefits of being yourself and more.

To learn more, visit: https://bit.ly/3CfZxmZ