BDO Private Equity PErspectives Podcast

Olivia Clement

The Private Equity PErspectives podcast serves as a forum for private equity dealmakers to discuss navigating today’s dynamic investment environment, while preparing for challenges and opportunities on the horizon. In each episode, BDO’s Private Equity practice connects with leaders in the industry to talk deal activity, fund strategies, and portfolio company optimization.

  • 42 minutes 43 seconds
    Leveraging Tech and Talent to Unlock Value in 2024

    On BDO’s latest Private Equity PErspectives podcast episode , Brett Hickey, founder and CEO of Star Mountain Capital, and Engin Okaya, executive managing director at Prudential Private Capital, joined host Todd Kinney to discuss:

    • AI and other emerging technologies: How PE firms and their portcos can strategically leverage new and impactful tools to gain a competitive edge.
    • The increasing focus on portco talent: Why strategic recruitment and retention efforts remain a top priority for PE firms and their portco leaders.
    • PE’s evolving approach to value creation: How PE firms are creatively optimizing their portcos while navigating challenging headwinds.
    5 April 2024, 12:12 pm
  • 39 minutes 40 seconds
    Talking Software Deal Trends with Thoma Bravo

    On BDO’s newest Private Equity PErspectives podcast episode, Mike Hoffmann, partner at Thoma Bravo, sat down with host Todd Kinney to share his outlook on the current software deal space. They discuss:

    • Thoma Bravo’s method: How the firm creates opportunities and measures results, and why they take a management-centric approach when evaluating potential partners.
    • The high-growth nature of software: Unpacking the secular tailwinds, focus on digital transformation and emerging technologies, and the IT and security skills gaps feeding growth in the software space.
    • Talent management: Why talent is everything in software, and how companies that prioritize attracting and retaining top talent can drive innovation, enhance operational efficiency, and gain a competitive advantage.

    Listen here: Talking Software Deal Trends with Thoma Bravo

    5 January 2024, 1:23 pm
  • 44 minutes 46 seconds
    Merger Integration Considerations for Driving Value

    On BDO’s latest Private Equity PErspectives podcast episode, Laurens Goff, co-founder and managing partner at Stone-Goff Partners, and Todd Squilanti, managing director at InTandem Capital Partners, join host Todd Kinney to discuss:

    • The changing PE landscape: How, after several busy years of acquisitions, PE firms’ deal acquisition and value creation strategies are evolving.
    • The importance of add-on deals: Why add-ons are advantageous but challenging.
    • Attracting and retaining talent: How to drive motivation among portfolio company staff and ensure they are equipped and rewarded for their role in value creation.

    Listen here: Merger Integration Considerations for Driving Value.

    3 November 2023, 12:12 pm
  • 32 minutes 23 seconds
    Partnering with Portfolio Company CFOs to Navigate Talent and Workforce Challenges

    On BDO’s new PE PErspectives podcast episode , Mike Weinberg, Managing Partner of Levine Leichtman Capital Partners, and Jeff Roth, Founding Partner of Bruin Capital, join host Todd Kinney to discuss:

    • Deal-acquisition and value creation strategies: How the changing market has evolved the way fund managers are investing (or not)
    • Key challenges facing portfolio company CFOs: How CFOs are managing inflation and high interest rates while navigating skillset gaps
    • Talent management concerns: How fund managers are working with portfolio company leaders to ensure the right talent is in place to execute value creation plans

    Listen here: Partnering with Portfolio Company CFOs to Navigate Talent and Workforce Challenges.

    7 September 2023, 2:11 pm
  • 40 minutes 2 seconds
    Investing in the Undervalued and Underappreciated: U.S. Industrials

    On BDO’s new Private Equity PErspectives podcast episode, Nick Santhanam, CEO of Fernweh Group, and Scott Spielvogel, co-founder and managing partner of One Rock Capital Partners, join host Todd Kinney to discuss:

    • Investment strategies: How the changing market has evolved the way fund managers are investing (or not)
    • Impact of current economy: How inflation and higher interest rates are affecting the approach to value creation and financing
    • Influence of social and environmental concerns: How the pressures of social equity and climate-related demand are influencing human capital and investment decision making
    14 June 2023, 5:27 pm
  • 48 minutes 28 seconds
    Evolving the Private Equity CFO - Operating Partner Relationship

    On BDO’s new Private Equity PErspectives podcast episode, Michael LeTourneau, finance resource partner at Court Square Capital Partners, and Steve Siwinski, senior finance leader at Accel-KKR, join host Todd Kinney to discuss why PE CFOs need a “money-making gene” and “love of controlled chaos.” Tune in to hear their insights on:

    • Talent challenges: How the current labor market headwinds play into fund and portfolio strategies, and what solutions they’re deploying
    • The first 100 days: What’s most important now in the first 100 days of owning an asset
    • Scaling the approach: How scaling your approach is top of mind for LPs today, and how to do it
    2 May 2023, 2:11 pm
  • 39 minutes 39 seconds
    Playing Offense in a Volatile Market

    On BDO’s new Private Equity PErspectives podcast episode, Patrick Whitehead, Executive Director at Morgan Stanley Capital Partners, and Katie Lankalis, Vice President at LLR partners, speak to host Todd Kinney about:

    • Private credit: Why we’ve seen growth in the private credit market and where it’s headed next
    • Due diligence: How due diligence timelines continue to evolve, following a few extremely high-pressure years
    • Creative deal structures: Why minority investments and all-equity deals are getting more attention in a down market

    Also hear from BDO’s Mark Houston on the refinancing market and how companies can successfully refinance in this challenging financing environment.

    7 March 2023, 1:30 pm
  • 30 minutes 34 seconds
    Hustle Ensures Quantity and Consistency Ensures Quality

    On BDO’s new Private Equity PErspectives podcast episode, Matt Smith, Principal at Graycliff Partners, and Dave Affinito, Partner at Victor Capital Partners, speak to host Todd Kinney about:

    • Deal origination: Why “hustle ensures consistency and consistency ensures quality”
    • Supply chain: The importance of diversifying suppliers to build resilience
    • Regulatory oversight: How partnerships can respond to increased tax reporting scrutiny by deploying technology solutions
    • Planning an exit: What questions to expect from the right buyer

    Also hear from Jeff Bilsky and Blake Stevens on partnership taxation issues and BDO’s Partnership Capital Account Solution.

    20 December 2022, 1:45 pm
  • 28 minutes 32 seconds
    How the Right Investment Strategy Can Get PE through a Recession

    On the latest episode of BDO’s Private Equity PErspectives podcast, host Todd Kinney speaks with Justin Wender, Managing Partner at Stella Point Capital, and Rob Bosco, Managing Director of Stone-Goff Partners on how a recession could impact private equity and what they’re seeing in the GP-led secondaries market.

    Listen to the podcast to learn:

    • Why valuations for private equity, especially in the middle market, are not seeing the same declines as valuations in the public markets
    • Why we are seeing more GP-led secondary transactions and why that is expected to continue
    • The importance of investing in companies that are providing real value to their customers
    • How technology can create efficiencies in the transaction process
    • Why technology-driven services businesses may provide some resilience in an evolving economy

    Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a Delaware limited liability partnership and national professional services firm. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.

    23 November 2022, 5:00 am
  • 30 minutes 15 seconds
    What’s going on in deal origination: Perspectives from PE business development professionals

    On the latest episode of BDO’s Private Equity PErspectives podcast, host Todd Kinney speaks with Alice Birnbaum, Head of Business Development at BBH Capital Partners and Stephen Connor, Head of Business Development at Hamilton Robinson Capital Partners. Alice and Stephen discuss their firm’s approach to deal origination and how their investment strategies differ for their different focus industries.

    Listen to the podcast to learn:

    • Strategies for targeting deals with owner-operated and family-owned businesses
    • How centers of influence, such as investment banks, accounting firms and law firms can be great sources for deal origination
    • How technology overlays the deal origination process
    • How a lot of committed, but uncalled capital can boost the private equity market in the near term, even as the economy evolves
    • Why businesses looking for a private equity buyer need to prove the next 5 years will be the best ever for their business
    • Why deal flow in the manufacturing and B2B space is predicted to be strong moving forward
    • Why the mandate to do control and non-control deals can provide flexibility in a changing market
    15 September 2022, 4:00 am
  • 29 minutes 57 seconds
    A Survey of Private Equity Fund Managers Reveals Challenges to Deal Making, ESG Focus

    On the latest episode of BDO’s Private Equity PErspectives podcast , we explore findings from the 2022 Private Capital Pulse Survey, which surveyed 200 fund managers on their plans for creating value, closing deals and pursuing ESG.

    Todd Kinney speaks with Jeremy Holland, managing partner, origination, at the Riverside Company and Matt Segal, national partner for private equity assurance at BDO. Matt, Jeremy and Todd discuss:

    • Why exit planning needs to start sooner than you think, given economic uncertainty

    • How funds are struggling to create value, due to asset price increases

    • How the Riverside Company has built its talent pipeline through DE&I and alternative talent sources

    • Why so many fund managers are shifting their focus to ESG

    13 July 2022, 2:18 pm
  • More Episodes? Get the App
© MoonFM 2024. All rights reserved.