The Private Equity Podcast, by Raw Selection

Paul Doyle is the Managing Partner at Blackford Capital, a Private Equity firm in Grand Rapids, Michigan, which makes majority control investments in founder and family-owned, lower middle market manufacturing, industrial and distribution companies. 

What You Will Learn

Process PE firms can adopt to achieve specific objectives 

Internal relations to build morale and improve working environments 

Literatures on proper leadership and management 

Other resource materials utilized for industry information

Breakdown

[00:40] Introduction of Paul Doyle

[06:06] On mistake in PE firms/Portfolio Companies and how to correct it

[12:54] Top 4 book recommendation on leadership

[21:34] Recommendations for Portfolio Leaders in the Private Equity Industry

[29:39] 3 Attributes that make a top performer

[35:17] What do you love and dislike about the PE industry 

[40:43] Any other books or areas of information to be recommended

 
Resources

Paul Doyle’s Linkedin


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].

Nevin Raj is the Chief Operating Officer and Co-Founder of Grata, a B2B search engine for discovering small to middle-market private companies. At Grata, Nevin is responsible for leading operations of the business, from sales and marketing to customer success and product initiatives.

What You'll Learn:

How PE firms are preparing for the impending recession

Predictions for Private Equity investing 2022 and beyond

Key identifiers for an impending recession

How PE investment strategies have evolved over the years

Breakdown

[01:15] The Highly Discussed Impending Recession

[03:23] Supply and Demand and How They Contribute to Recessions Occurring

[04:30] The Low Interest-Rate Environment

[05:59] Thesis Driven Investing in Private Equity

[10:05] Opportunities For PE Firms In case of a Recession

[14:45] What to Expect From Private Equity Ten Years From Now

[18:27] Parting Thoughts

Resources:

Nevin's LinkedIn

Grata.com

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].

Today we welcome Matthew Frankel, the Managing Partner at Levine Leichtman Capital Partners (LLCP). Over the course of four decades, LLCP has differentiated itself through its successful structured private equity investment strategy across the United States and Europe.

What You’ll Learn

Structured private equity investments

Equity ownership of management teams

How LLCP expanded globally

Relationship building between investor and portfolio companies

Breakdown

[00:48] Getting to know Matthew Frankel
 [02:11] Common mistake by PE firms and portfolio companies
 [06:23] Pros and cons of structured private equity investing
 [12:22] Challenges as managing partner

[17:23] Bridging cultural gaps

[20:32] Alignment of interests and goals
 [24:06] Current trends within the PE industry

[25:53] Matthew’s learning resources


Resources

Matthew’s LinkedIn

LLCP’s E-mail

LLCP’s 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].

Krista Morgan is the General Partner at Stage, a majority female-led private equity fund focused on acquiring controlling interests in companies undergoing a change in capital structure, strategy, operations, or growth.

What You'll Learn

How VC firms take over firms and lead them to growth

What it's like to work in a female-led investment firm

Why most start-ups fail

The publicity and business that comes with winning awards

Breakdown

[00:50] Getting to Know Krista Morgan

[03:05] Common Mistakes by PE Firms and Portfolio Companies

[04:30] There's Always Room For Venture Capital Investing

[06:40] Characteristics of a Start-up Doomed to Fail

[09:18] Success Rates and Common Challenges in Most Startups

[13:10] How Krista and Her Team Take Over and Scale a Business

[17:04] Women in Leadership Positions in the Venture Capital Space

[20:47] The Benefits of Winning Awards in Business

[ 24:58] Key Attributes of a Top Performing Individual

[29:26] What Krista Likes and Dislikes About Being an Investor

[31:51] Krista's Go-To Information Resources

[33:01] Parting Thoughts


Resources:

Krista’s LinkedIn

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].

Today we welcome Steffen Pauls, who is the Founder, CEO, and Chairman of Moonfare. Previously, Steffen was KKR's Managing Director and Country Head in Germany. At present, Moonfare is an award-winning digital platform that enables individuals to invest in top-tier private equity funds.

What You’ll Learn

Changes in the PE industry mindset over the years

Steffen's time at KKR

How Moonfare makes individual investing possible

Moonfare's due diligence process

Breakdown

[01:00] Getting to know Steffen Pauls
 [03:12] Common mistake by PE firms and portfolio companies
 [06:49] Working for KKR
 [11:06] Create best returns in private equity
[14:53] Individual investing with Moonfare
 [23:05] Is Moonfare regulated?
 [25:54] How Moonfare chooses funds
 [29:54] Notable attributes of a top-performer
 [33:54] Private equity: the good and the bad


Resources

Steffen’s LinkedIn

Steffen’s E-mail

Moonfare 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].

Today we welcome Andrea Petrone who is a strategic advisor to C-level executives. Having been a senior executive himself, Andrea brings his experience and expertise to help leaders become more effective. He also shares his insights on his podcast, “The World Class Leaders Show”

What You’ll Learn

How to assess leaders

The traits all CEOs should have

Talent selection tools and tips

Building trust between teams after acquisition

Breakdown

[00:54] Getting to know Andrea Petrone

[02:29] Common mistake by PE firms and portfolio companies

[08:30] The PXT Select Assessment

[10:11] Why emotional intelligence matters

[12:08] Culture fit, trust, and teamwork

[18:21] Cross pollination between PE portfolio companies

[21:11] Notable attributes of a top-performer

[24:43] Private equity: the good and the bad

[26:27] Andrea’s learning resources

[29:56] Unlock your intrinsic motivation


Resources

Andrea’s LinkedIn

Andrea’s 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].

On this episode, we welcome Nevin Raj, Co-Founder and COO of Grata.

What You’ll Learn

Driving the pipeline of proprietary deal flow
 Investment trends and opportunities
 Venture funding
 Grata’s success
 What makes a top performer

Breakdown

[00:45] Introducing Nevin
 [02:04] Common mistakes by PE firms
 [05:50] What PE firms should do to drive pipeline of proprietary deal flow
 [07:56] Investment trends and opportunities
 [10:19] The funding route and venture funding 
 [13:53] Grata’s success 
 [16:30] Attributes that make a top performer
 [19:12] What Nevin loves and dislikes about the PE industry
 [20:36] Nevin’s influences
 [24:00] Where to find Nevin 

Resources:

Nevin's E-mail
Grata's 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].

Todd Cipperman is the founding principal of Cipperman Compliance Services. They help advisers, broker-dealers, and funds protect their franchises against regulatory risk through the development, implementation, and operation of customized compliance programs.

What You’ll Learn:

How PE firms can stay on top of compliance challenges

Looming compliance regulations around the world

The compliance burden plaguing private equity

Protection against the questionable actions from portfolio companies

Breakdown

[00:50] Getting to Know Todd Cipperman

[02:44] Common Mistakes by PE Firms and Portfolio Companies

[04:55] Compliance and Minimizing Risks

[06:57] Regulatory Compliance for Private Equity Firms

[12:30] Are Regulatory Authorities Serious About Compliance Regulations?

[16:05] What to Expect from Regulatory Changes Going Forward

[20:40] Regulations and How They Impact Costs of Doing Business

[21:38] Key Defining Characteristics of a Top-Performing Individual

[26:01] What Todd Likes and Dislikes About Private Equity

[28:50] Todd’s Go-To Information Resources

[33:12] Parting Thoughts


Resources:

Cipperman.com

Todd’s LinkedIn

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].

Trevor Ewen is the CEO of Southport Technology Group and the Managing Partner at Southport Ventures, an acquisition fund focused on buying profitable, mission-critical, B2B SaaS businesses.

What You'll Learn:

Why Private Equity is Buying Up Software Companies

Why Private Equity Demands A Lot of Patience 

How the Top PE Firms Avoid Bidding Wars

Insights Into The Lucrative SaaS Business Model

Breakdown

[00:45] Getting to Know Trevor Ewen

[02:09] Common Mistakes by PE Firms and Portfolio Companies

[06:17] Private Equity Firms Keeping Up with Data Analytics

[07:50] Trevor's Transition From the Software Space Into Private Equity

[10:27] Private Equity's Growing Appetite For Tech

[12:17] Characteristics of a Good PE Investment Opportunity

[18:30] What Trevor Likes and Dislikes About Private Equity

[20:47] Competition in the Private Equity Space

[23:54] Parting Thoughts 


Resources:

Trevor’s LinkedIn

Private Equity | Southport Technology Group

Trevor’s Email - [email protected]

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].

Teresa Farmaki is the Managing Partner & Co-Founder at Astarte Capital Partners, an asset management firm focused on sustainable real asset sectors. She is also the former Managing Director at Signia Wealth Limited.

What You’ll Learn:

What are Real Assets and How Can You Invest In Them

Why PE Experts Need to Start Thinking Outside the Box

How to Tackle Investment Decisions From a Practical Perspective

Why Diversity is Crucial for Investment Success

Women Empowerment in Private Equity

Breakdown

[00:50] Getting to Know Teresa Farmaki 

[02:20] Why Teresa Moved From New York to London

[03:38] Common Mistakes by PE Firms and Portfolio Companies

[06:24] Real Assets Investing in Private Equity 

[12:10] The Friction Between Operations Experts and Financial Investors

[15:40] Diversity and Inclusion in private Equity

[20:29] Why Most Women are Afraid of Joining Private Equity

[25:16] Key Attributes that Define a Top Performer

[29:00] Why The Top Performing PE Experts are Critical Thinkers

[33:28] What Teresa Likes and Dislikes About Private Equity

[35:30] Parting Thoughts


Resources:

Teresa’s LinkedIn

Astartecp.com

Teresa’s Email - [email protected]

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].