KARMA SCHOOL OF BUSINESS PODCAST 


The Business Builders’ Podcast

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The Karma School of Business Podcast provides one-of-a-kind insights into the private equity industry, business best practices and real-time trends. You'll learn from leading private equity professionals, visionary business executives and top industry thought leaders who will help you take action, improve your business and enhance your life.

The Private Equity Playbook for Add-On Strategy, Data Discipline & Value Creation | Brooke Ablon, Fort Point Capital

Brooke Ablon, Co-Founder and Partner at Fort Point Capital, joins Sean Mooney to share how his firm scales lower middle market companies through a precise mix of strategy, data, and partnership. From executing disciplined add-on acquisition plans to transforming founder-led businesses into institutional-grade operations, Brooke walks through a real-world private equity playbook that’s built for today’s competitive landscape.🔑 Key Topics Covered:[00:01:09] How a psychology major and distressed investor found his way into private equity[00:10:22] What distressed investing teaches you about cash flow, value, and conflict[00:19:27] Fort Point’s investment criteria: value proposition, management excellence, and fit[00:24:48] How to create value with strategic add-ons, board governance, and growth alignment[00:29:09] Using data analytics and utilization tracking to uncover hidden margin[00:32:34] Advice for management teams: think proactively, act decisively, use your data[00:40:24] Why...

How Private Equity Pros Build Enduring Value with Discipline & Data | Brian Neider, Lead Edge Capital

Brian Neider, Managing Partner at Lead Edge Capital, joins BluWave CEO Sean Mooney to break down what great private equity investing really looks like — from systematic sourcing to building one of the most engaged LP networks in the industry. This episode is packed with real-world lessons from 20 years of disciplined execution and growth equity innovation.Episode Highlights:[1:09] Brian’s early lessons in entrepreneurship from running a vending business to building top-of-funnel strategy at Bessemer[6:09] How 20,000 cold calls built the foundation for Lead Edge Capital’s thesis-driven sourcing[17:06] The 8-point “strike zone” framework Lead Edge uses to evaluate private equity opportunities[27:06] How Lead Edge’s LP network drives differentiated value creation and portfolio company support[34:30] The role of instrumentation and data discipline in unlocking portfolio performance[39:57] Advice to early-career professionals: treat your time, relationships, and decisions like investments...

Don McDonough on Leading A Private Equity Business Development Function

In this episode of Karma School of Business, Sean Mooney speaks with Don McDonough, Managing Director at GTCR, about his career in private equity and his role in building GTCR’s business development function.Episode Highlights:1:24 - Path to Private Equity: Don’s journey from investment banking to private equity and his early career experiences.4:56 - Leadership Lessons: How sports and teamwork shaped Don’s approach to leadership and problem-solving.10:09 - Building a New Role: Challenges and strategies in developing GTCR’s business development function.27:04 - Value Creation Themes: GTCR’s focus on technology, AI, and proactive risk management strategies to drive portfolio growth.33:02 - Advice to Younger Self: Don’s insights on identifying strengths, following passions, and seeking mentorship.For more information on GTCR, go to https://www.gtcr.com/For more information on Don McDonough, go to https://www.linkedin.com/in/don-mcdonough-a6a3611

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Foundations of Leadership: Private Equity Insights with Dave Schnadig

In this episode of Karma School of Business, Sean Mooney connects with Dave Schnadig, Co-President of Cortec Group, for an inspiring conversation about private equity, leadership, and the many lessons Dave has learned through his dynamic career.Dave shares his journey from his family’s entrepreneurial roots to leading one of private equity’s most successful firms. Along the way, he dives deep into stories of overcoming challenges, including the Yeti turnaround, managing tariffs, and how to guide portfolio companies through dynamic markets.Episode Highlights:1:14 - Formative Years: Dave’s entrepreneurial childhood and lessons from his family business that shaped his approach to private equity.7:18 - Journey to Cortec Group: How Dave’s experience in investment banking and private equity led him to one of the most unique models in the industry.20:33 - Philosophy of Ownership: Why being “all in” is critical to succeeding in private equity, both for GPs and portfolio leaders.22:35 -...

Data, AI, and Leadership: Essential Lessons for Private Equity from Misha Logvinov

In this episode of Karma School of Business, Sean Mooney sits down with Misha Logvinov, Managing Director and New York Office Lead at MGX, to discuss the essential lessons he’s learned throughout his entrepreneurial journey and private equity career. Together, they explore actionable insights on leadership, adaptability, and leveraging technology for value creation in private equity and beyond.Episode Highlights:1:19 - Misha’s Early Journey: Growing up in post-Soviet Russia, launching entrepreneurial ventures as a teen, and transitioning to Silicon Valley during the dotcom boom.7:22 - Entry into Private Equity: Misha describes his unplanned move into private equity after years as a tech operator and entrepreneur.13:43 - Hallmarks of Great Companies: Key factors Misha looks for in businesses poised for success, including strong leadership, adaptability, and robust tech infrastructure.18:31 - Value Creation at MGX: How MGX helps portfolio companies grow by integrating cutting-edge AI...

Private Equity Q1 Insights: Adapting to Economic Shifts and Deal Market Trends

In this episode of Karma School of Business, Sean Mooney shares key insights from Q1 2025, covering private equity activity and responses to evolving economic conditions. Examining GDP, easing inflation, and rebounding deal activity, Sean discusses how private equity professionals are adapting strategies to capitalize on opportunities while managing risks such as emerging tariffs and global complexities.Episode Highlights:04:03 - Economic Landscape: Sean breaks down Q1 economic data, including inflation approaching the Federal Reserve’s 2% target, GDP evaluation, and job market resilience with a 4% unemployment rate.05:23 - Deal Market Trends: BluWave’s activity index reveals rising due diligence activity, with Q1 showing a 15% year-over-year increase. Sean highlights stronger deal flow from firms like Hidden Harbor.10:47 - Tariff Volatility: Sean explains how new tariff policies are driving demand for procurement and logistics strategies as private equity firms adapt to unforeseen...

Private Equity Resilience: Turning Adversity Into Opportunity

In this special episode of Karma School of Business, Sean Mooney revisits insights from previous conversations with some of private equity’s most thoughtful leaders. These experts highlight the "elements of value" they prioritize when evaluating companies for investment, offering actionable frameworks and lessons learned across industries, geographies, and strategies.Episode Highlights:01:11 - Nik Kapauan shares Access Holdings’ research-driven approach to identifying segment leaders and defining "what good looks like" in fragmented industries.07:10 - Rob Konrad discusses the critical role of people and alignment when partnering with family-owned businesses in the lower middle market.21:11 - Casey Myers emphasizes leadership, product-market fit, and overcoming tech debt for durable, smart growth in software companies.28:24 - Jonathan Metrick explores the power of identifying superpowers in business and relentlessly prioritizing resources to create competitive advantage.35:29 - Lisa...

Elements of Value in Private Equity (Part III): Key Characteristics of Great Companies

In this special episode of Karma School of Business, Sean Mooney revisits insights from previous conversations with some of private equity’s most thoughtful leaders. These experts highlight the "elements of value" they prioritize when evaluating companies for investment, offering actionable frameworks and lessons learned across industries, geographies, and strategies.Episode Highlights:01:11 - Nik Kapauan shares Access Holdings’ research-driven approach to identifying segment leaders and defining "what good looks like" in fragmented industries.07:10 - Rob Konrad discusses the critical role of people and alignment when partnering with family-owned businesses in the lower middle market.21:11 - Casey Myers emphasizes leadership, product-market fit, and overcoming tech debt for durable, smart growth in software companies.28:24 - Jonathan Metrick explores the power of identifying superpowers in business and relentlessly prioritizing resources to create competitive advantage.35:29 - Lisa...

AI in Private Equity: How Innovation is Reshaping Business Strategies

In this special episode, Sean Mooney joins Doug McCormick (HCI Equity Partners) and Lloyd Metz (ICV Partners) to explore the transformative impact of AI on private equity, portfolio companies, and everyday life. From optimizing portfolio company operations to driving innovation in deal sourcing and content creation, this discussion provides actionable insights into how leading firms are leveraging AI to create competitive advantages. Whether you’re an investor, executive, or business builder, this episode is packed with strategies to embrace AI’s potential in your organization.Episode Highlights:12:51 - Sean outlines a practical framework for engaging with AI tools, emphasizing the benefits of experimenting with large language models like ChatGPT and Perplexity as a first step.20:23 - Concrete advice for individuals and business owners: Train your social media algorithms and experiment with AI to unlock strategic insights.25:23 - How AI applications, such as ChatGPT, can enhance...

Private Equity Spotlight: Grit, Growth, and Game-Changing Deals with Micah Dawson

From a non-traditional career path to transforming businesses, Micah Dawson shares his playbook for designing business success in private equity with Sean Mooney. Packed with bold career moves, hard-earned lessons, and fresh perspectives, Micah shares how grit, leadership, and a focus on people drive real impact in the lower middle market.3:15 - Bold career pivots: Micah’s transition from being an architect to entering law school, business school, and eventually joining the world of private equity.6:49 - Entering the operations world: Micah shares lessons from his time managing manufacturing plants and turning around struggling businesses in rural Indiana.22:23 - Insights into Trivest’s approach to enhancing the founder experience, removing friction from the deal process, and providing transformative resources to portfolio companies.26:19 - The team-building philosophy Micah credits with creating outsized value, and his focus on ensuring the right people occupy the right roles.37:15...

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