Privcap Private Equity & Real Estate Podcast

Two veterans of the Florida-based private equity firm describe their successful investments in, respectively, a primary care clinic and a dermatology business. Dan Florian and Stephen Cella of Sun Capital Partners also discuss the effects of COVID on the healthcare industry, the growth of telehealth, winning versus challenged business models as healthcare evolves, and patient empowerment. 

Part 3 of 3. The founder of New Mountain Capital discusses the influence that his older brother had on his view of education, and the creation of Modern States, an online college course provider that gives students a fully accredited, free year of undergraduate education. Visit ModernStates.org to learn more. Interviewed by RSM’s Don Lipari.

Part 3 of 3. A veteran sports-business investment banker and the CEO of an NHL team discuss sports gambling being brought “out from the darkness” as a major business opportunity. Don Cornwell of PJT Partners and Xavier Gutierrez of the Arizona Coyotes discuss gaming as an extension of team franchises, as an attraction for a younger generation of fans, and what can be learned from sports gambling in Europe.

Two veterans of the private equity tax function discuss the challenges of getting data tax-ready, the finance team’s move to high-value tax analysis, and a new RSM tax technology solution called PartnerSight. Click here to learn more about PartnerSight.

A conversation with KKR’s Neil Brown, who takes a deep dive into the effect that a massive disruption of the global supply chain is having on businesses. Brown, a Managing Director for the KKR Global Institute and KKR Infrastructure, discusses the impact of digital services, changing consumer priorities, the US-China relationship and the future of industrial policy. A recent report on the supply chain can be found at the KKR Global Institute website.

Three veterans of the life sciences private equity and M&A market share intel about dramatic changes in the industry. Sean Cunningham from private equity firm GTCR and Adam Lohr and Jamie Hendershot of RSM discuss what’s driving the surging IPO market for biotech companies, how clinical trials have continued apace during COVID, considerations for investing in tool-making companies versus drug developers, and the need for private equity partners to bring more to the table than just money. 

Part 2 of 3. Privcap’s interview with New Mountain Capital founder Steven Klinsky focuses on his chairmanship of Washington DC-based advocacy group American Investment Council, which seeks to tell the “good stories” of private equity, and industry which is too often met with skepticism among lawmakers. Interviewed by RSM’s Don Lipari.

Part 2 of 3. The CEO of an NHL team and a prominent sports business investment banker discuss sports as an important force in society and as a platform for advocacy of social justice. The two also discuss the story of Colin Kaepernick and the need for greater diversity in the top ranks of the sports industry.

Two top executives at a major alternative-investments solutions provider describe the growth of the private capital asset classes. Doug Hart and Paul Woods of Alter Domus also discuss the challenges of managing private capital data, the GP response to COVID, and Alter Domus’ growth through two recent acquisitions. Sponsored by Alter Domus.

A former senior executive from Ontario Teachers’ Pension Plan discusses the mission of the firm he co-founded, Toronto-based Peloton Capital Management. The Zoom interview with Steven Faraone includes the perspective he gained at influential direct private equity investor OTPP, investing through the COVID crisis, the deal flow benefits of being a long-term investor, and healthcare services as an essential business vertical. Interviewed by Ben Gibbons of RSM Canada.