Monthly Roundup Archives - Page 2 of 2

October 2021 Roundup: BluWave Client Insights

November 3, 2021 Kyle Johnson

BluWave works with over 500 PE funds from around the globe, connecting them with pre-vetted, best-in-class, third-party service providers across a variety of resource and functional areas. From information technology and manufacturing to healthcare, consumer goods, and beyond, our clients are expert business builders. In other words, they have their heads in the game and their hands on the pulse of news you can use. 

Check out the latest, curated collection of reports, insights, and musings from a handful of our PE fund clients. This month’s musings cover everything from deal sourcing to ESG, and all things human capital.

Dyana Baurley, Vice President, and Christen Paras, Managing Director, of Middleground Capital were interviewed this month for PEI Buyout’s Deal Sourcing in the Mid-Market issue. In the interview, Dyana and Christine share Middleground’s unique approach to deal sourcing, how they integrate technology into the deal sourcing process, how ESG plays a role, the importance of branding in the process, and more.

Read the full interview >>>

On this episode of the Private Equity Funcast, Jimmy Holloran and Paul Stansik share lessons they’ve learned from working inside the portfolio over the past 2 years. They cover their learnings and tips on how to get the most out of your next team offsite, commonalities in great management training, how to make hiring and performance management more human, and how to foster cultures that last.

Listen to the podcast >>>

Last month in our roundup, we shared KKR’s ESG report, to share with you their thoughts on the importance of ESG and we have seen the importance and relevance of ESG continue to grow as our Q3 PE Insights report showed ESG diligence crack into the top 10 of diligence activity for the first time ever. This KKR blog shares the impact private equity can have when focused on ESG, as it shares the story of a small family-owned business KKR backed and how they are tackling the problem of sustainability in the e-commerce industry.

Read more >>>

As companies continue to battle The Great Resignation, the attraction and retention of human capital have remained a top priority across funds and portcos, leading to many companies changing their employee benefit plans. In this interview with Lovell Minnick Partner Brad Armstrong, he shares his observations on how “changes in employee benefits are impacting investment and M&A activity”.

Read more >>>

You can find last month’s roundup here.

September 2021 Roundup: BluWave Client Insights

October 6, 2021 Kyle Johnson

BluWave works with over 500 PE funds from around the globe, connecting them with pre-vetted, best-in-class, third-party service providers across a variety of resource and functional areas. From information technology and manufacturing to healthcare and consumer goods, our clients are expert business builders. In other words, they have their heads in the game and their hands on the pulse of news you can use.

Check out the latest, curated collection of reports, insights, and musings from a handful of our PE fund clients.

In ParkerGale’s most recent episode of The Private Equity Funcast, Devin and Jim cover common questions Limited Partners ask that PE folks should always know off the top of your head. Some of the questions they dive into include what’s the story of each portco, what was the structure of the deal, and what are the metrics behind the fund’s internal business?

Listen to the full podcast >>>

This month marked 10 years since KKR first publicly released an ESG Report. In celebration of that milestone and the changes that have occurred in the ESG environment during that time, KKR published two reports this month: a report detailing ESG as it relates to their investment efforts, as well as their Global Impact Overview report which highlights ESG metrics for the portfolio companies in their Global Impact Fund. KKR aptly called out the importance ESG will continue playing in helping the financial community, “…work to achieve a more sustainable economy”.

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CFOs are undoubtedly one of the most critical positions on executive teams and the importance of this role has only grown in today’s competitive landscape. By fostering a community of the CFOs across their portfolio, Heartwood Partners has been able to observe firsthand how modern CFOs, “…maximize their value-add…” to businesses.

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TCV reflects on Nerdy’s remarkable growth and innovation story now that it has become a publicly traded company. Started by a college student that saw an opportunity to disrupt the legacy tutoring market; it was hard work, a focus on high-revenue growth, and a mission to better match tutors and students given needs and expertise without worrying about geography that led the company to achieve such success.

Read more >>>

You can find last month’s roundup here.

August 2021 Roundup: BluWave Client Insights

September 10, 2021 Kyle Johnson

BluWave works with over 500 PE funds from around the globe, connecting them with pre-vetted, best-in-class, interim executives and specialist groups across a variety of resource and functional areas. From information technology and manufacturing to healthcare and consumer goods, our clients are expert business builders. In other words, they have their heads in the game and their hands on the pulse of news you can use.

Check out the latest, curated collection of reports, insights, and musings from a handful of our PE funds.

Recently on their blog, Heartwood Partners shared four key priorities from their integration playbook that allow them to ensure strategic add-on acquisitions within their portfolio result in a, “..whole greater than the sum of its parts”. By handling integrations through a tailored approach focused on strategic alignment, communication, collaborative planning, and integration competency, Heartwood claims that strategic and financial rewards of growth can be realized.

As a guest on 51 Labs’ podcast, Investors & Operators, MiddleGround Capital’s Lauren Mulholland shared how transparency, team building, and improvements to their training process have been instrumental to MiddleGround’s success. She also spoke on a key initiative she has spearheaded at the firm aimed at engaging women of the firm through topics like mental health and building confidence.

Bill Frist, Special Partner at Cressey & Company recently authored a multi-part series that explores the critical role that quality measurement will play in dentistry and oral health in the near future. In this three-part series, Frist examines why dental quality measurement has historically lagged behind other health sectors and how one company is establishing itself as a leader in the dental quality field.

In a recent Buyouts article, Bryan Taylor, Managing Partner at Advent International, spoke to the growing strength of technology in today’s world and how it permeates everything we do. Taylor remarked that private equity investments in tech will only continue to grow, bringing in new capital, new players, and brisker fundraising.

You can find last month’s roundup here.

July 2021 Roundup: BluWave Client Insights

August 4, 2021 Kyle Johnson

BluWave works with over 500 PE funds from around the globe, connecting them with pre-vetted, best-in-class, interim executives and small groups across a variety of resource and functional areas. From information technology and manufacturing to healthcare and consumer goods, our clients are paving the way for “Industry 4.0.” In other words, they have their heads in the game and their hands on the pulse of news you can use.

Check out the latest, curated collection of reports, insights, and musings from a handful of our PE funds.

Parker Gale recently launched a three-part series on boards on its Private Equity Funcast. In the latest episode, the team talked to Jason Heltzer, Managing Partner at Origin Ventures and a professor at The University of Chicago Booth Business School, about what makes a good board member — as well as the behaviors to look out for and avoid.

Sun Capital Co-founder and Co-CEO Marc Leder was recently featured on The Deal’s Behind the Buyouts Podcast. In this episode, Leder speaks about how Sun Capital has invested more than $13 billion since its founding in 1995, and how he’s navigated the past quarter-century of dealmaking. You’ll also hear about the firm’s deals in “healthcare, bedding, and its increased focus on technology companies, as well as the efforts of private equity firms to build up companies to create value.”

One year ago in July, TCV published this Q&A with Peloton Co-Founder and CEO John Foley and TCV GP Jay Hoag. As a throwback, we’re revisiting this interesting conversation in which Foley discusses how the fitness industry was “ripe for disruption,” why early investors were hesitant about Peloton’s approach, why culture and social responsibility are increasingly important to business success, and how to navigate the road to the IPO.

While “the theory on minimizing a firm’s cost of capital is straightforward enough,” Heartwood Partners argues that it has not been the best way to create equity value in a sustainable fashion. This model is reliant on the business succeeding and growing, which may not always be the reality. In this piece, Heartwood makes the case for why debt leverage is not “all it’s cracked up to be.”

You can also find last month’s roundup here.

June 2021 Roundup: BluWave Private Equity Client Insights

July 7, 2021 Kyle Johnson

Check out the latest, curated collection of reports, insights, and musings from a handful of our PE funds.

Baird Capital’s venture team partner, Benedict Rocchio, was tapped for a Crain’s Chicago Business roundtable on the future of work. In this recap, he shares his thoughts on “solutions, strategies, and resources shaping the future of work and what business leaders should anticipate for their organizations.”

To realize the benefits of an add-on acquisition, the acquiring business and the acquired company need to integrate. Simply put, “Integration is the work to make the whole greater than the sum of its parts.” In this post, Heartwood lays out the four key priorities of their integration playbook: strategic alignment, communication, collaborative planning, and integration competency.

May 2021 Roundup: Insights from Private Equity Clients

June 2, 2021 Kyle Johnson

BluWave works with over 500 PE funds from around the globe, connecting them with pre-vetted, best-in-class, interim executives and small groups across a variety of resource and functional areas. From information technology and manufacturing to healthcare and consumer goods, our private equity clients are paving the way for “Industry 4.0.” In other words, they have their heads in the game and their hands on the pulse of news you can use.

Check out the latest, curated collection of reports, insights, and musings from a handful of our PE funds.

Baird Capital’s Global Head of Portfolio Management Dennis Hall was tapped for his thoughts on the evolution of due diligence in a Real Deals article by Andros Payne. In the piece, Hall explains that to agree on and execute the path to value, leaders in due diligence must focus on “understanding the team and organization’s capability to execute.”

This past month on Parker Gale’s Private Equity Funcast, PG partner Kristina Heinze talked to Director of Global Events for WomenHack Lisa Hudson. In the episode, they discuss WomenHack’s approach to promoting gender equality in tech and helping people get hired at companies across 125+ cities around the world. Plus, find out more about Lisa’s experience working for companies and in roles across the globe.

Last month on the Middle Market Growth podcast, Sun Capital Partners Managing Director Dan Florian and Principal Stephen Cella w3r3 n to talk about Sun Capital’s strategy for investing in health care. They discuss how Sun Capital measures the effectiveness of initiatives designed to improve the patient experience, plus how they work with the management team of their dental client, ClearChoice.

Bridging the gap between business and operational data insights, Cognite uses machine learning to enable large amounts of information to be ingested and contextualized to be leveraged in a range of use cases. In this case study feature, TCV digs into how Cognite — one of TCV’s “potential franchise companies” is becoming the category leader by improving data’s accessibility and governance and shortening the time to value and scalability of high-ROI applications.

You can also find insights from more private equity clients in last month’s roundup here.

April 2021 Roundup: BluWave Private Equity Client Insights

May 3, 2021 Kyle Johnson

BluWave works with over 500 private equity funds from around the globe, connecting them with pre-vetted, best-in-class, interim executives and small groups across a variety of resource and functional areas. From information technology and manufacturing to healthcare and consumer goods, our clients are paving the way for “Industry 4.0.” In other words, they have their heads in the game and their hands on the pulse of news you can use.

Check out the latest, curated collection of reports, insights, and musings from a handful of our PE funds…

In this podcast episode from ParkerGale’s “Private Equity Funcast,” Partner Jim Milbury is joined by Ted Bililies, Managing Partner at AlixPartners, to share the results of the Sixth Annual Private Equity Leadership Survey. The pair discuss value creation, human capital, due diligence, and leadership in the wake of a tumultuous year.

“Change and complexity can provide for significant opportunities for leading software vendors.” In this deep dive case study, TCV examines how AxiomSL, a leading provider of cloud-enabled software for governance, risk, and compliance regulatory reporting solutions to the financial services industry, found growth in the global financial crisis. Their secret? Adapt quickly and focus on talent strategy.

“While you might think you’ve picked a great time to launch your fundraising, it’s not so easy to sync up your timing with prospective LPs’ forward calendars.” In this deeply retrospective blog post, partners at Parker Gale revisit their lessons learned from their experience raising their first fund. Plus, they share insight into the landing and maintaining relationships with Limited Partners.

This one is a throwback! This time last year, MiddleGround Capital published their manufacturing-focused webinar to help companies understand how PE can help support infrastructure. In the video, MiddleGround partners John Stewart and Scot Duncan are joined by Thomas and Industrial Exchange to discuss what private equity is and how it can work with manufacturing companies and we press on through the coronavirus pandemic.

You can also find last month’s roundup here.

March 2021 Roundup: BluWave Client Insights

April 1, 2021 Kyle Johnson

Check out the latest, curated collection of reports, insights, and musings from a handful of our PE funds…

Demand is increasing for automation technology solutions in warehouses and distribution points. Baird lays out “a set of advanced, fully integrated solutions that deploy differentiated technology to support supply chain executives as they tackle these challenges.” These include warehouse management software, machine-to-machine technology, real-time tracking, robotics, and interoperability. Despite progress made in this area, “there is still much work to be done in the face of accelerating demand drivers.”

As the global economy recovers from the 2020 fluctuations, Heartwood Partners lays out key areas that they observed successfully generated value “within our investments in addition to the straightforward improvement of growing sales and profitability.” Among the list are: broadening or adding key functional management, reducing concentrations, enhancing throughput and capacity, improving customer service, upgrading IT systems, and developing succession plans.

“While you might think you’ve picked a great time to launch your fundraising, it’s not so easy to sync up your timing with prospective LPs’ forward calendars.” In this deeply retrospective blog post, partners at Parker Gale revisit their lessons learned from their experience raising their first fund. Plus, they share insight into landing and maintaining relationships with Limited Partners.

We can learn a lot by watching the failures and successes of some of the world’s most profitable companies. Netflix is one such example. In this case study analysis, TCV examines the journey of the company from its origination to its recapitalization to its current value. As TCV puts it, Netlix’s “drive to market leadership includes plot twists and cliffhangers as surprising as those in the company’s original films and TV shows.”