KARMA SCHOOL OF BUSINESS PODCAST

Episode 011

Marshall Phelps, MidOcean Partners, An Unconventional Path to Business Building

Marshall Phelps, a Managing Director at MidOcean Partners, joins the podcast to discuss how private equity firms can stand out in the M&A process, and some investment banking perspectives on the private equity sale process. He also provides insight on value creation as it relates to business growth and discusses his unique experience, intersecting investment banking with private equity.

1:40 Marshall's story
7:27 Investment banking to PE
13:46 Unique perspective on driving value
18:52 How do PE Firms standout in the M&A process
23:05 A seller's perspective on IOI & LOIs
25:25 Biggest opportunities in the investment world
30:11 Marshall's book recommendations
33:47 Marshall's advice to his younger self

Episode 010

2022 Private Equity Industry Update

In this episode, Sean Mooney shares an update on 2022 private equity activity from BluWave's proprietary data. Learn the top takeaways on due diligence trends and value creation focuses from over 500 private equity firms in 2022.

1:14 - Private Equity does best when times are worst

2:04 - Due Diligence and Value Creation mix

3:35 - Functional area focus: Human Capital

5:45 - Functional area focus: Strategy

8:06 - Functional area focus: Operations

8:53 - Functional area focus: Technology

10:26 - Functional area focus: Sales & Marketing

Episode 009

Top 5 Private Equity Predictions in 2023

In this episode, BluWave founder and CEO, Sean Mooney shares data-backed private equity predictions for 2023 including:

The 2023 economy (0:57)
The VC bubble is going to burst (5:30)
In-person work will make a return (7:20)
Brands will become evermore important in PE (10:14)
The rise of AI and analytics in mainstream business (11:45)

Episode 008

Top 5 Private Equity Trends In 2022

In this episode, BluWave Founder and CEO, Sean Mooney, including:

- Private equity firms run toward the (economic) storm
- The rise of human capital
- Digitization & data
- ESG
- Fundraising

Episode 007

Q3 Private Equity Industry Update

In this episode, host Sean Mooney shares an update on Q3 private equity industry activity from BluWave's proprietary data. Learn the top takeaways on due diligence trends and informed value creation focuses from over 500 top private equity firms in Q3.

Episode 006

Culture, Mental Health, Fundraising, Cash Flows, and more | Devin Mathews, ParkerGale

Host Sean Mooney sits down with ParkerGale's Partner, Devin Mathews, to discuss the value of culture, the importance of mental health, the economy's impact on fundraising, tips to weather the economic storm, the benefits of being yourself, and more.

Episode 005

What LPs are Looking for and Trends Every GP Should Know | Brian Bank, Kirkland & Ellis

Host Sean Mooney sits down with Kirkland & Ellis' Strategy and Client Relations, Investment Funds, Brian Bank, to discuss what LPs are looking for, investment trends and, other trends every GP should know.

Episode 004

How to Hire a Private Equity-Grade CFO

In this episode, BluWave Founder and CEO, Sean Mooney, describes the importance of a great CFO for both PE-backed companies and independent companies alike. Hear the benefits that a PE-grade CFO can have on your organization.

Episode 003

Good Values and Work Ethic Win | Doug McCormick, HCI Equity Partners

Host Sean Mooney sits down with HCI Equity Partners Co-Founder and Managing Partner, Doug McCormick, to discuss building world-class teams, how to scale your leadership along with your business and company culture, how HCI Equity Partners helps entrepreneurs realize their vision, and more.

At the end of the day, good values and work ethic win.

Episode 002

The BluWave Story

Host Sean Mooney tells the origin story of BluWave.

Growing up in a large, entrepreneurial family in Texas, Sean followed an unquestioned path that led him to study in D.C, to then investment banking in New York, to a nearly 20-year career in private equity. Learn why Sean decided to move to Nashville, Tennessee, to start building BluWave in 2016, how he managed the highest highs and lowest lows in the early days, and why it wasn’t a straight path to Rome.

Episode 001

What Is The Karma School of Business?

Host Sean Mooney shares what the Karma School of Business means and how he developed this philosophy over the years. He learned that if you make life simple, it becomes simpler.

Sean explains why and how this approach yields the highest percentage chance of long-term success in his experience.

Trailer | Welcome to BluWave’s Karma School of Business

Welcome to BluWave’s Karma School of Business, hosted by Sean Mooney, the Founder & CEO of BluWave, an intelligent B2B marketplace serving the world’s top business builders. As you listen, you’ll learn insights and best practices from leading and influential private equity professionals, visionary business executives, and one-of-a-kind industry thought leaders who will help you take meaningful action, improve your business, and enhance your life.