In this episode, Alex Rawlings speaks with Jamyn Edis, digital transformation expert, former VC-backed CEO, and NYU professor. Jamyn shares actionable insights on using AI, data, and automation to drive performance across private equity firms and their portfolio companies.

From dynamic pricing models and A/B testing to agentic AI and accelerating product cycles, Jamyn explains how to cut through the hype, identify real opportunities, and turn AI into measurable value.

⏱️ Episode Highlights

00:00 – Meet Jamyn Edis
30+ years in consulting (Accenture), corporate (HBO, Take-Two), startups, and teaching at NYU. Focused on the intersection of tech, data, and private equity.

02:23 – Common Mistake in PE
Most firms treat data as plumbing, not strategy. Shift from backward-looking reporting to predictive and prescriptive analytics.

03:48 – AI That Delivers ROI
AI must be embedded into daily operations, not stuck in R&D. Productize, operationalize, and commercialize—or risk irrelevance.

05:15 – How AI Builds on Data
AI is powered by historical data but creates forward-looking insights. Use it to improve pricing, marketing, and operations.

06:42 – Case Study: Take-Two Interactive
Jamyn led data science initiatives to optimize pricing and marketing—replacing gut decisions with data-driven experimentation.

08:08 – AI as PE’s Next Value Driver
AI is the new operating system for PE. After leverage and digital transformation, the next edge is intelligence at scale.

09:31 – Advice to PE Firms
Skeptical? “Get out before the business gets out of you.” Overwhelmed? Start small, build prototypes, and focus on real use cases.

11:04 – Agentic AI in Action
Jamyn shares examples of cutting development cycles, boosting campaign ROI, and improving customer service with AI agents.

13:26 – From Problem to Prototype
Diagnose real pain points, create business and technical requirements, and build targeted AI tools that solve specific problems.

14:50 – AI Won’t Replace Humans, But...
Those who use AI will outperform those who don’t. Jamyn explains Jevons Paradox and why productivity leads to new jobs.

18:46 – How Jamyn Diagnoses Opportunities
Structured discovery process, stakeholder interviews, and clear roadmaps to identify where AI and tech can drive value.

22:10 – Every PE Firm Needs an AI Stack
Soon, AI tools will be as essential as data teams or web developers. Invest now in people, platforms, and processes.

23:06 – The Future is AI + Human Judgment
Firms that embed AI deeply—and pair it with operator judgment—will unlock the next generation of alpha.

24:21 – Jamyn’s Book: The Fifth Horseman
An exploration of how AI mirrors humanity and transforms the way we live and lead. AI is trained by us—and reflects us.

29:07 – What Jamyn Reads & Recommends
Books: The Hard Thing About Hard Things, Understanding Media
Podcasts: Pivot, Ezra Klein
TV: Succession – “Still the best corporate training program ever made.”

Raw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.

🔗 Connect with Alex Rawlings on LinkedIn: https://www.linkedin.com/in/alexrawlings/
🌐 Visit Raw Selection: www.raw-selection.com

Looking to grow your team? Check out our Hiring Guides

for proven str

Guest: Brian Gustason, Operating Partner at Craig Group
Host: Alex Rawlings, Founder of Raw Selection

🔍 Episode Summary:

In this episode, Brian Gustason shares practical insights on building scalable go-to-market (GTM) strategies for lower-middle-market, PE-backed companies. With over 25 years of operating and advisory experience, Brian explains how to move beyond traditional, backward-looking due diligence and implement forward-focused GTM strategies across marketing, sales, and customer success.

He walks through a real-world case study of transforming a $30M founder-led business—covering ICP development, sales process creation, lead qualification, and customer retention. Brian also discusses how marginal gains across key sales metrics (win rates, ACVs, churn) can compound into significant growth and how CEOs, sales leaders, and boards can drive accountability and execution.

⏱️ Timestamps:

00:00 – Brian’s background and role at Craig Group
 01:30 – Why traditional due diligence often fails to assess growth
 03:00 – Real-world GTM transformation of a founder-led distributor
 06:00 – Building ideal customer profiles (ICPs) and prioritising markets
 09:00 – Improving lead qualification and using pre-suasion techniques
 14:00 – Structuring an effective, trainable sales process
 17:30 – Playbooks, documentation, and AI tools to support sales
 20:00 – Importance of coaching and ongoing process evolution
 23:00 – Growth 2.0: Compounding small improvements across KPIs
 27:00 – Who owns GTM? Role of CEO, sales leaders, and the board
 29:00 – Brian’s content recommendation: The 80/20 Principle and his LinkedIn series

📚 Resources:

• Craig Group: www.craiggroup.io
• Connect with Brian on LinkedIn: Brian Gustason
• Book Recommendation: The 80/20 Principle by Richard Koch

Raw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.

🔗 Connect with Alex Rawlings on LinkedIn: https://www.linkedin.com/in/alexrawlings/
🌐 Visit Raw Selection: www.raw-selection.com

Looking to grow your team? Check out our Hiring Guides

for proven strategies, templates, and best practices to make smarter hires. 

🎙️ The Private Equity Podcast — Niklas James, Founder of Minds Capital
Host: Alex Rawlings | Guest: Niklas James

In this episode, Alex is joined by Niklas James, Founder of Minds Capital, an independent sponsor investment platform. They explore what sets successful sponsors apart, why industry specialization matters, and how media can supercharge inbound deal flow.

🕒 Episode Highlights

00:00 – Niklas’ background: Bain, VC, HBS, and independent sponsor journey
 01:17 – Founding Minds Capital: investing $1–$3M in sponsor-led platforms
 01:42 – The biggest PE mistake: poor self-marketing and lack of differentiation
 02:34 – Why “founder-friendly” isn’t enough — real differentiation is key
 04:24 – Using podcasting and LinkedIn for inbound deal flow
 05:21 – Why niche expertise drives better deals and exits
 06:20 – Case study: investing in an eyewear veteran
 07:14 – Why Minds Capital favors independent sponsors over traditional funds
 10:03 – Value creation via EBITDA growth and multiple expansion
 11:59 – Deal evaluation: downside protection, upside, and conviction
 13:53 – Red flags, realistic base cases, and what sets great deals apart
 16:17 – How Minds Capital assesses sponsors: 5 key criteria
 18:07 – Sponsors need transparency, gravitas, and skin in the game
 19:53 – Becoming a media-first PE firm: lessons from podcast success
 22:13 – Content strategy: LinkedIn cadence and community building
 23:10 – How media enhances deal flow and selectivity
 24:32 – Niklas’ reading picks: The Compounders in Private Equity, Alex Hormozi’s books
25:58 – Connect with Niklas on LinkedIn

🔑 Key Takeaways

• Stand Out: With 19,000 PE firms in the U.S., a generic pitch won’t cut it. Sponsors must articulate clear differentiation.
• Media = Inbounds: Minds Capital uses podcasting and LinkedIn to generate proprietary deal flow and investor interest.
• Industry Fit Wins: Deep sector knowledge translates into better deals, stronger exits, and investor confidence.
• Diligence Matters: Every deal is vetted through a rigorous process of risk checks, valuation analysis, and sponsor alignment.
• People First: The sponsor’s experience, character, and skin in the game are just as important as the numbers.

🎧 Listen to the Minds Capital Podcast
Weekly episodes with top independent sponsors.

📨 Connect with Niklas James
🔗 LinkedIn

Raw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.

🔗 Connect with Alex Rawlings on LinkedIn: https://www.linkedin.com/in/alexrawlings/
🌐 Visit Raw Selection: www.raw-selection.com

Looking to grow your team? Check out our Hiring Guides

for proven strategies, templates, and best practices to make smarter hires. 

🎙️ The Private Equity Podcast — Episode with Cyril Aboujaoude, Co-Founder of TioPo Capital

In this episode, Alex Rawlings is joined by Cyril Aboujaoude, Co-Founder of TioPo Capital, a hands-on private equity firm investing in SMEs across the UK and France. Cyril shares the journey of launching TioPo, their operationally driven approach to investing, and how young, entrepreneurial grit fueled their path from deal number one to a thriving portfolio.

They explore the nuances of deal origination, value creation, and the power of people in private equity. From ERP frustrations to navigating downturns and structuring creative deals, Cyril breaks down the real-world lessons of building a firm from scratch—while staying laser-focused on operational excellence.

⏱️ Timestamps:

00:03 – Introduction to Cyril Aboujaoude and TioPo Capital’s mission
00:30 – TioPo’s founding story, operational mindset, and portfolio growth
01:24 – What TioPo really looks for beyond standard investment criteria
01:57 – The importance of vision alignment and execution capability
03:24 – How they assess management teams during diligence
04:35 – Why slow decision-making is riskier than a bad hire
05:29 – Biggest value creation levers: hiring an operating partner over fundraising
06:46 – Building a 100-day transformation plan post-deal
07:45 – One thing target companies should fix pre-investment: ERP systems
08:55 – How TioPo evaluates companies during downturns and market volatility
10:20 – Analyzing long-term performance and identifying macro-inflated businesses
12:51 – Most creative deal structure: partnering with the seller’s son as CEO
14:50 – Reflections on the challenges and naivety of doing their first deal
16:11 – Cyril’s top recommendations: FT, WSJ, Aswath Damodaran, and local gazettes
17:10 – How to connect with Cyril and learn more about TioPo Capital

🔑 Key Takeaways:

• People over projections: Execution ability, humility, and shared vision are more important than just strategy.
• Operations-first philosophy: Value is built in the engine room—TioPo hires operating partners before fundraising staff.
• 100-Day Plan Discipline: They begin value creation planning during diligence, long before Day 0.
• ERP readiness = smoother scale: ERP systems are the most overlooked growth barrier.
• Smart structuring builds trust: Their first deal involved bringing in the founder’s son as CEO and co-investor.
• Past ≠ future, but it’s all we’ve got: Cyril emphasizes analyzing 20+ years of company performance to identify real resilience.

Raw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.

🔗 Connect with Alex Rawlings on LinkedIn: https://www.linkedin.com/in/alexrawlings/
🌐 Visit Raw Selection: www.raw-selection.com

Looking to grow your team? Check out our Hiring Guides

for proven strategies, templates, and best practices to make smarter hires. 

Guest: Greg Nieuwenhuys – PE Operator & Founder, Generative AI Strategy
Host: Alex Rawlings – CEO, Raw Selection

🔍 Episode Summary:

Greg Nieuwenhuys returns to share a practical, step-by-step AI Playbook for hiring. From writing job descriptions to automating follow-ups, Greg breaks down how PE firms and portfolio companies can integrate generative AI into recruitment. Packed with tools, tactics, and workflow tips, this episode is a must-listen for anyone looking to hire faster, smarter, and with less bias.

🕒 Key Timestamps:

00:00 – Intro & Why AI in Hiring Matters
Speed, accuracy, and competitive advantage in recruitment.

01:25 – Greg’s Background
CEO in multiple PE-backed firms; now leads Generative AI Strategy.

05:17 – Where AI Improves Hiring
From job specs to onboarding, AI supports every stage.

06:43 – Quick Wins

• Write job descriptions in minutes using ChatGPT
• Use AI note-takers for transcripts & summaries (e.g. Fireflies)
• Screen CVs faster & more objectively

09:58 – Tools Greg Uses
ChatGPT, Fireflies, Perplexity, Zapier, N8n

12:43 – Building Automation Without a People Team
Use Zapier or N8n to connect email, CRM, and AI tools.

14:35 – Custom GPTs & Human Oversight
Create consistent outputs and reduce manual work—always review.

18:25 – Using AI for Better Decision-Making
Compile notes, CVs, and feedback to spot gaps & flag concerns.

19:21 – Interview Coaching & Advanced Tools

• Assessio: Team chemistry prediction
• FinalRound AI: Candidate coaching tool
• Ovida: Feedback on communication style

23:06 – Better Candidate Outreach
Use AI to create relevant, personalized messages.

25:02 – Improve Candidate Experience with Automation
AI-written follow-ups, regular updates, CRM reminders.

27:55 – Greg’s AI Stack
ChatGPT, Gemini, Claude, Zapier/N8n, Fireflies, Perplexity

29:24 – AI Makes You a Better Human
Use tools like Ovida to improve interviewing skills & self-awareness.

💡 Takeaways:

• Start simple: job specs, summaries, feedback emails
• Don’t over-engineer—focus on solving real bottlenecks
• Train hiring managers with AI-generated insights
• Improve candidate experience with speed & clarity

📲 Connect with Greg:
LinkedIn – Greg Nieuwenhuys
🌐 www.thegregstar.com

Raw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.

🔗 Connect with Alex Rawlings on LinkedIn https://www.linkedin.com/in/alexrawlings/
🌐 Visit Raw Selection www.raw-selection.com

Looking to grow your team? Check out our Hiring Guides

for proven strategies, templates, and best practices to make smarter hires. 

🎙️ The Private Equity Podcast – Mark Strauch, Founding Partner & President, Alpine Investors

⏱️ Key Takeaways & Timestamps:

00:00 – Intro
Alex welcomes Mark Strauch to discuss Alpine’s unique leadership-driven approach in private equity.

01:00 – From CEO to PE Leader
Mark shares his journey from operator to co-founding Alpine, now with $20B+ AUM.

02:08 – The Industry’s Problem: Lack of Differentiation
Alpine avoids the “deal shop” model, focusing instead on mission-driven, talent-led investing.

05:24 – Talent as Strategy
Alpine’s core philosophy: talent wins. Their “Unleashing Heroes” mantra puts leadership at the heart of every investment.

06:50 – Add-On Acquisitions at Scale
Over 1,000 deals to date, using each as an opportunity to deploy great talent and drive integration.

08:39 – Alpine’s Internal Playbook
Quarterly OFI (Opportunities for Improvement) projects, one-page strategic plans, and a long-term vision define how Alpine operates like a portfolio company.

10:59 – Lessons from Failure
Fund 1 struggled, prompting a shift to talent-first strategy during the 2008 crisis, guided by executive coach Tom Vacola.

15:00 – Building the CEO Bench
Programs like CEO-in-Residence and CEO-in-Training (CIT) bring in and develop top talent—Alpine is now the top recruiter at elite business schools.

18:31 – Attributes Over Resumes
They hire for grit, humility, and emotional intelligence—qualities highly correlated with CEO success.

20:00 – Real-Time Leadership Development
CITs train on the job with structured learning in both hard and soft skills, plus internal peer-learning pods.

24:00 – What Great CEOs Do
Traits include pace, clarity, resilience, focus, and the ability to inspire and win.

27:37 – Alpine’s Ongoing Constraint: Talent
Even now, talent remains the #1 priority across Alpine and its talent-constrained portfolio sectors.

30:47 – Lessons in Building Alpine
Create a strategy only you can win—play a different game, not the same one better.

32:38 – Operator Empathy = Better Investing
Being a former CEO helps Mark bring realism and focus to underwriting and board roles.

34:05 – Book & Coaching Insights
Recent reads include Boyd, The Bible, and classic philosophy. Coaching tip: great coaches help you unlock your own answers.

39:50 – Connect with Mark
💼 Alpine Investors

Raw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.

🔗 Connect with Alex Rawlings on LinkedIn: https://www.linkedin.com/in/alexrawlings/

🌐 Visit Raw Selection: www.raw-selection.com

Looking to grow your team? Check out our Hiring Guides

for proven strategies, templates, and best practices to make smarter hires. 

In this episode, Alex Rawlings speaks with Amias Gerety, Partner at QED Investors, a leading fintech-focused VC firm managing nearly $1B in assets. Amias shares insights on venture capital strategy, staying disciplined during market hype, sourcing deals, and how lessons from his time at the U.S. Treasury shape his investment decisions today.

⏱ Episode Highlights:

00:00 – Intro & QED Overview
QED’s structure, fintech focus, and global reach.

01:20 – VC Mistakes & Market Hype
The danger of "paying ahead of growth," especially in AI.

03:12 – Staying Disciplined
Simple metrics and historical heuristics that guide better investment decisions.

04:39 – Deal Dynamics in VC vs PE
Why proprietary deal flow in VC means getting in early — before companies start raising.

07:26 – Hunting vs. Gathering
How QED targets specific companies instead of waiting for inbound deals.

08:51 – Building Relationships
Top-heavy structure means founders speak directly with partners on the first call.

14:43 – Using Senior Talent Early
Deploying high-value advisors like Capital One co-founder Nigel Morris from the start.

16:09 – Biggest Mistake in Venture
Ignoring founder misalignment — “If it’s a maybe, it’s a no.”

18:25 – CEO Ownership in Startups
Why QED avoids deals where founders don’t have control — unlike PE’s model.

20:43 – Operating Partners in VC
VC success comes from entrepreneurial operators who aim to join portfolio companies.

24:31 – Honest Career Advice
Be clear about whether you want to be an operator or an investor — ambiguity causes misalignment.

25:59 – Treasury Lessons
Decision-making under pressure during the financial crisis informs his bold, data-light approach in VC.

30:12 – What He Reads
Only old books — for timeless thinking and unexpected insights.

31:46 – Connect with Amias
Reach out via LinkedIn.

Amias offers a rare perspective bridging government, fintech, and venture capital — a must-listen for anyone navigating today’s competitive investing landscape.

Raw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.

🔗 Connect with Alex Rawlings on LinkedIn: https://www.linkedin.com/in/alexrawlings/
🌐 Visit Raw Selection: www.raw-selection.com

Looking to grow your team? Check out our Hiring Guides

for proven strategies, templates, and best practices to make smarter hires. 

Episode Overview

In this episode, Alex Rawlings welcomes Michael Von Bevern, Co-Managing Director for Sunterra Fund Services, to discuss the evolving landscape of fund administration in private equity. Michael shares nearly two decades of experience, working with over 500 fund managers, and offers invaluable insight into common mistakes first-time managers make, the growing role of fund administration, and why outsourcing has become the gold standard for operational efficiency and investor confidence.

🔑 Key Discussion Points

00:00 – Introduction
Michael Von Bevern introduces his role at Sunterra Fund Services and his extensive background in fund administration.

01:00 – Common Mistakes First-Time Managers Make

• Trying to be overly creative with fund terms and waterfall structures.
• The importance of staying aligned with industry-standard terms in the first fund.
• Complexity can hurt comparability for institutional investors.

03:00 – The State of Capital Raising

• Capital raising is particularly tough right now.
• Institutional investors require clarity, standardization, and comparability.
• Advice: Stick to well-known structures and build trust first.

04:00 – Why Outsourcing Fund Administration is Crucial

• Fund administration has evolved from an internalized process to a norm for outsourcing.
• Early resistance was based on trust and control issues.
• Outsourcing offers scalability, access to high-end tech, and cost advantages.

06:30 – In-House vs. Outsourced Fund Admin

• Outsourced teams can mirror internal teams in quality and responsiveness.
• Modern fund admin is more than just accounting—it's a strategic enabler.
• Today, ~80% of PE firms outsource, up from 50% in 2016.

09:00 – Why Private Equity Firms Hire from Fund Admin Firms

• Fund admin professionals gain holistic knowledge: legal docs, accounting, operations, strategy.
• They're “multi-tools” vs. siloed specialists.
• Michael celebrates when former team members go on to run their own funds—and even become clients.

12:00 – What Makes a Gold Standard Fund Admin?

• Real-time access to quality data and timely reporting.
• Transparent, responsive communication.
• Strong tech + strong people = winning formula.

13:30 – The Shift Toward Data Accessibility

• Gone are the days of black-box reporting.
• Modern fund admins provide daily access and reconciliations.
• The focus now is on improving affordability and automation.

14:30 – Michael’s Recommendations

• Reads: Preqin, PitchBook, newsletters.
• Follows thought leaders like Howard Marks (Oaktree).
• Active in ILPA and New York's PE ecosystem.

16:00 – Market Trends Observed Through Fund Admin

• Fundraising in 2023-24 has slowed, with private credit outperforming PE.
• Saturation from 2021–22 launches is causing fatigue.
• Prediction: Q4 2025 to Q1 2026 will see a strong rebound in fundraising.

18:30 – How to Reach Michael

• Website: sunterra.com
• Open to DMs and happy to refer prospective clients even if Sunterra isn’t the best fit.

 🔗 Connect with Alex Rawlings on LinkedIn: [https://www.linkedin.com/in/alexrawlings/](https://www.linkedin.com/in/alexrawlings/) 🌐 Visit Raw Selection: [www.raw-selection.com](https://www.raw-selection.com) 

Looking to grow your team? Check out our Hiring Guides

for proven strategies, templates, and best practices to make smarter hires. 

In this episode, host Alex Rawlings is joined by Joe Basrawy, Managing Director at Partners Capital, a global multi-asset investment firm serving some of the world's most sophisticated investors — including private equity founders, endowments, and family offices.

Joe offers a rare and in-depth look at the Limited Partner (LP) perspective — covering common pitfalls private equity firms make, what LPs are really looking for, and how to stand out in a crowded market. He also shares a masterclass on co-investments, including how LPs assess alignment, avoid adverse selection, and punch above their weight in deal flow.

This episode is packed with actionable insights for fund managers, deal professionals, operating partners, and anyone looking to better understand what makes a top-performing PE firm in the eyes of institutional investors.

⏱️ Timestamps:

00:00 – Welcome and guest intro: Joe Basrawy, Managing Director, Partners Capital
01:00 – Joe’s background: From investment banking to multi-asset investing
01:25 – What drew Joe to Partners Capital and what’s kept him there
02:21 – Biggest mistakes PE firms and portfolio companies make
03:15 – Raising too much capital: Overstretching and going off-spec
04:13 – Deal-level diversification: What LPs want to see
05:39 – Co-investing 101: Why it's attractive and the risks of adverse selection
06:37 – How LPs like Partners Capital avoid adverse selection in co-investments
07:33 – Being a reliable and speedy co-investment partner
08:31 – Why LPs say “no” to co-investments — alignment, conviction, and deal partners
09:57 – Referencing employees and internal conviction in deals
10:56 – What makes the best private equity firms? Joe’s four pillars
11:25 – #1: Strategy differentiation – A case study in healthcare PE
13:22 – #2: Value creation edge – Organic growth vs market tailwinds
15:18 – #3: Ownership dynamics – How GP stake sales affect firm culture
17:15 – #4: People – Why leadership and succession planning matter
19:05 – Referencing portfolio executives: The most revealing feedback
20:28 – What LPs learn from talking to portfolio CEOs
21:56 – What LPs look for in fund managers – Discipline, detail, and passion
23:52 – Joe’s reading recommendations – Fiction and finance
25:47 – How to connect with Joe
26:17 – Outro from Alex

📘 Recommended Reading by Joe Basrawy:

• The Children Act by Ian McEwan (also a film adaptation with Emma Thompson)
• The Money Kings – History of Jewish-American families who founded Wall Street firms

🔗 Connect with Joe Basrawy:

• LinkedIn
  (search Joe Basrawy)
• Partners Capital Website

Looking to grow your team? Check out our Hiring Guides

 for proven strategies, templates, and best practices to make smarter hires. 

In this episode, Alex Rawlings is joined by Jeremiah Wanzell, a seasoned consumer brand executive with leadership roles at Hugo Boss and Calvin Klein, and now an operating partner working with private equity firms to drive growth in the consumer sector. Jeremiah shares his insights into the evolving role of the operating partner, value creation beyond financial engineering, the importance of omnichannel strategy, and how consumer-focused PE firms can win in a shifting market.

⏱️ Timestamps

00:03 – Intro & Background

• Jeremiah's career journey: from Bloomingdale’s to Hugo Boss & Calvin Klein
• Launching Growth Mindset Advisors to work with PE firms as a fractional growth officer

00:57 – Mistakes Private Equity Firms Make

• Misunderstanding or undervaluing the role of the operating partner
• Value creation needs real operators, not just consultants
• PE firms still testing the waters, especially in the lower/mid-market

03:44 – Why the Operating Partner Model Isn’t Universal Yet

• Too often operating partners are brought in post-acquisition — a critical mistake
• They need to be involved from the outset to shape value creation plans

05:12 – Case Study: Capizio Acquisition

• Deal thesis: investing in niche category leaders
• Brought the deal to Argonne after another firm passed
• Role: pre-deal diligence, channel expansion, post-deal advisory

07:07 – What Deal Teams Miss

• Overlooking multi-channel retail strategy
• Examples: Nike’s failed DTC push vs. Allbirds’ slow wholesale expansion
• Omnichannel is no longer optional

09:32 – Industry Shoutout: Grata

• Sponsor mention for proprietary, data-driven PE deal sourcing

09:58 – State of Consumer Deals

• Deal volume down 15% YoY, but deal size up
• Highlighted mega deals: Skechers ($9B), Dick’s x Foot Locker, Rode Beauty
• Hot sectors: health & wellness, beauty, and digitally native brands

11:27 – Tariffs & Pricing Strategy

• Tariff uncertainty is a headwind but affects all brands equally
• Brands must have clear differentiation and pricing transparency
• Examples: airlines as commoditized vs. a loyal landscaper who passed along cost savings

15:14 – Great Retail Experiences

• Retail “theater” matters more than ever
• Examples: Vuori, Lululemon, building community through in-store events
• It all starts with product excellence

17:32 – Evolution of DTC & Shopify’s Disruption

• Apple iOS14 killed third-party tracking; CAC skyrocketed
• Shopify commoditized eComm site creation → flooded market with undifferentiated brands
• Stubborn brands (e.g. Allbirds) suffered by not adapting

18:59 – Retail Experience Examples

• Retail must build community and be about more than transactions
• Brands that create loyalty through events and authentic connection win

19:51 – What Jeremiah Recommends

• Fan of The Private Equity Podcast and Scott Galloway
• Encourages reading, webinars, and giving back to your network

🔗 Connect with Alex Rawlings on LinkedIn: https://www.linkedin.com/in/alexrawlings/
🌐 Visit Raw Selection: www.raw-selection.com

Looking to grow your team? Check out our Hiring Guides

 for proven strategies, templates, and best practices to make smarter hires.