The Private Equity Podcast, by Raw Selection

In this episode, we welcome Jun Hong Heng, the Founder and Chief Investment Officer of Crescent Cove Advisors, LP, a technology investment firm focused on working with founders and management teams to build the iconic companies of tomorrow. He is also the Chairman and Chief Executive Officer of COVA Acquisition Corp. 

What You'll Learn

Trends shaping the future of autotech

Why autotech startups are hot targets for private equity firms

How the top private equity firms attract the best talent

Board members and how they influence private equity success

How to invest in the top private equity firms

Breakdown

[00:50] Getting to Know Jun Hong Heng 

[01:39] Common Mistakes by PE Firms and Portfolio Companies

[04:25] Why Jun Settled on the Technology, Media, and Telecom Sector

[07:40] The Current Hot Markets in the Autotech Space

[11:08] Why Jun and His Firm Invested in the Luminar Software

[14:00] Insights Into How Jun Grew His Company

[17:05] How to Interview, Hire, and Retain Top Talents

[18:10] Why Jun Moved From Singapore to the US

[19:49] Key Attributes that Define a Top Performer

[22:10] The Work from Home Concept in Private Equity

[24:10] What Jun Likes and Dislikes About Private Equity

[25:45] Jun's self-investment Practices 

[28:05] Parting Thoughts 


Resources:

Jun's LinkedIn

Crescent Cove Advisors

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’s Guest

Today we welcome Sean Mooney founder and CEO of BluWave. Sean has worked in the private equity industry for more than 20 years. He was a partner at SFW Capital Partners and has served on the board of directors of several companies.  Now at BluWave, his passion lies in connecting private equity funds with expert service providers to help businesses succeed. 

What You’ll Learn

A veteran PE investor’s insights about the industry

Origins of BluWave and how their service works 

Better communication between PE firms and portfolio companies

How to screen and choose service providers

Breakdown

[00:45] Getting to know Sean Mooney

[04:20] Common mistake by PE firms and portfolio companies

[08:54] What Sean misses about private equity

[11:24] How can PE investors better connect with portfolio companies? 

[14:36] The founding story of BluWave

[19:58] Choosing excellent service providers

[24:53] Notable attributes of a top-performer

[26:23] Private equity: the good and the bad

[29:14] Sean’s learning resources


Resources

Sean’s LinkedIn

BluWave 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's Guest

In this episode, we welcome Jimmy Vaiopoulos, the Chief Financial Officer at Stack Capital, an investment holdings company that makes it possible for any investor to participate in the growth of some of the world's most innovative private businesses.

What You'll Learn

How to invest without being an accredited investor

Private Equity investing for all types of investors

The primary building blocks of a successful PE firm

What most PE firms should improve on

The definition of a non-accredited investor

Breakdown

[00:45] Getting to Know Jimmy Vaiopoulos

[03:16] Common Mistakes by PE Firms and Portfolio Companies

[04:25] How Standard Non-accredited Investors can Invest in Private Equity

[06:37] Pushbacks and Drawbacks of Non-accredited Investors in PE

[08:00] The Private Equity Fund Structure 

[10:20] Practical Elements of a Private Equity Fund

[12:30] Why Jimmy Settled on Private Equity

[14:00] Challenges Plaguing Jimmy's Company Stack Capital

[15:35] Key Attributes that Define a Top Performer

[16:55] Jimmy's Advice to His 20-Year-Old Self

[18:00] What Jimmy Likes and Dislikes About Private Equity

[19:38] Jimmy's Self-investment Practices 

[21:50] Parting Thoughts 

 

Resources:

Jimmy's LinkedIn

Stack Capital Website

[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].

Today’s Guest

On this episode, we welcome Mario Nigro, Partner at Stikeman Elliott LLP, and Blake, Cassels & Graydon LLP.


What You’ll Learn

What PE firms should improve on

Most impressive M&A Processes

Proprietary Base VS M&A Advisor and Investment Banker

How to be a top performer

Diversity in private equity firms

Breakdown

[00:28] Introducing Mario
 [01:43] Common mistakes by PE firms
 [05:54] What PE Firms Should Improve On 
 [09:17] Impressive M&A Processes
 [13:15] Deals Between Proprietary Base VS M&A Advisors and Investment Banks
 [19:11] Attributes that Make a Top Performer
 [24:52] Diversity in Age
 [28:30] What Mario Likes and Dislikes about Private Equity
 [34:44] Where to Reach Mario

Resources:

Mario's Contact Details

Views From the Market Podcast

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 Dr. Ola Brown, founder of Flying Doctors Healthcare Investment Company, a healthcare investment firm focused on investing in healthcare service companies in Africa.    

What You’ll Learn

How Dr. Ola got into the financial investments industry

FinTech in Investing

Ensuring successful investments

Results and improvements made from investing in healthcare services

Breakdown

[00:49] Introducing Dr. Ola
 [01:18] Common mistakes by PE firms and portfolio companies
 [03:28] Transition from Doctor to Investor
 [07:36] How FinTech Plays into Investing
 [11:00] How Dr. Ola Ensures Investments are Successful
 [17:17] Results from Investments in Healthcare
 [22:37] How to Reach Out to Dr. Ola

Resources:

Dr. Ola's Twitter

Dr. Ola's LinkedIn

Dr. Ola's E-mail

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 Kevin Flick who is ISC Manufacturing’s Chief Financial Officer. He has acquired and transformed 4 PE-backed companies and has led 3 successful IPOs. Kevin’s broad perspective has allowed him to grow businesses and teams, having been a vice president, due diligence advisor, board member, financial analyst, and investment analyst earlier in his career.

What You’ll Learn

Open communication in PE backed companies

Private VS Public Equity

How Canacol Energy became the leading natural gas supplier in Colombia

Tips for a successful IPO

Breakdown

[00:45] Getting to know Kevin Flick

[05:22] Common mistake by PE firms and portfolio companies

[10:11] Difference between private and public equity

[11:54] Kevin as VP of Finance at Canacol Energy

[17:20] Advice for companies who want to go public

[19:21] Notable attributes of a top-performer

[20:54] Private equity: the good and the bad

[22:26] Kevin’s learning resources

[25:06] Kevin’s advice to his 20-year-old self

Resources

Kevin’s LinkedIn

Kevin’s Email

Kevin’s Mobile Number: +1 214 235 4798

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’s Guest

Today we welcome Alexander Leigh, who is the Senior Investment Executive at the Development Bank of Wales. He has an extensive background in tech investing, having closed 23 deals for both venture capital and private equity over the course of his career. 

What You’ll Learn

The nuances between private equity and venture capital

Advantages of a specialist over a generalist investor

Emerging fields and investment trends in the tech industry

Breakdown

[00:46] Getting to know Alexander Leigh

[02:21] Common mistake by PE firms and portfolio companies

[04:35] Investment trends towards tech

[06:36] Private equity VS venture capital

[09:49] Do investors need specialized knowledge or skills?

[12:10] The rise of climate technology 

[15:55] The Tippy Top Blog

[21:26] Notable attributes of a top-performer

[24:41] Private equity and venture capital: the good and the bad

[27:33] Alexander’s learning resources
 

 Resources

Alexander’s LinkedIn

The Tippy Top Blog

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’s Guest

Today we welcome Sandy Damm who was the previous managing director of Sontay. He recently published a new book called SME Globalisation that details how and why businesses can benefit from going international. 

What You’ll Learn

Why globalisation is for all business sizes

Implementation of a globalisation strategy

Cost efficient international operations

Breakdown

[00:45] Getting to know Sandy Damm

[01:56] Common mistake by PE firms and portfolio companies

[03:21] Why Sandy wrote SME Globalisation

[04:30] Drawbacks of being too risk averse 

[07:48] How to go global 

[11:48] Adding value in a cost-efficient way

[13:55] Notable attributes of a top-performer in sales

[15:54] Private equity: the good and the bad

[17:29] Sandy’s advice to his 20-year-old self

[19:05] Sandy’s learning resources


Resources

Sandy’s LinkedIn

SME Globalisation Book

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 Antoine Sage who was the founding and managing partner of FnB Private Equity. Currently, he is the founder of PE Cube, a SaaS solution company for PE firms. He is also a lecturer at INSEAD and draws on his 20 years of experience in private equity to give back to students. 

What You’ll Learn

PE Cube as a SaaS for private equity

Building better relationships with LPs and portfolio companies

How Antoine’s experiences at the academe influences his practice

Tips and advice for starting a private equity firm

Breakdown

[00:51] Getting to know Antoine Sage

[03:35] Common mistake by PE firms and portfolio companies

[08:56] Founding PE Cube

[11:40] Improving investor relations with portfolio companies

[13:53] Antoine’s advice to new private equity firms 

[18:23] Antoine’s learnings as a lecturer 

[23:17] Private equity: the good and the bad

[28:31] Antoine’s learning resources


Resources

Antoine’s LinkedIn

PE Cube 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 Daniele D'Alvia, the CEO and Founder of SPAC’s Consultancy - the global expert on special purpose acquisition companies. Since 2014, Daniele has been publishing papers and editorial pieces on the topic. He authored Mergers, Acquisitions, and International Financial Regulation, the first book on SPACs. Additionally, he is also a teaching fellow at Queen Mary University of London.

What You’ll Learn

Defining SPACs

How SPACs are affecting private equity

New investment opportunities with SPACs

Breakdown

[00:50] Getting to know Daniele D'Alvia

[01:51] Common mistake by PE firms and portfolio companies

[03:31] What is a SPAC?

[05:01] The rise in popularity of SPACs

[07:11] SPACs’ influence on private equity

[10:07] Private equity: the good and the bad

[12:18] Daniele’s learning resources


Resources

Daniele’s LinkedIn

Daniele’s Email

SPAC’s Consultancy 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].