Karma School

Episode 023

Q2 Snapshot: Key Findings from BluWave’s Private Equity Insights Report

Listen as Sean Mooney discusses private equity findings from the Q2 2023 BluWave Insights Report. The report uncovers how private equity firms are taking action, securing safety and finding success. In this episode, Sean discusses:

1:02 - Why value creation is surging
3:33 - Cooling activity on human capital
4:32 - Growing activity across other value creation sectors
5:12 - The trend toward data and AI
6:30 - An update on 2023 predictions

To download the full report, go to www.bluwave.net/insights-report/.
EPISODE TRANSCRIPT
THE BUSINESS BUILDER’S PODCAST

OTHER RECENT EPISODES

Episode 090

Value Creation and Philanthropy: Jon Pressnell’s Multifaceted Strategy at Blue Point Capital

In this insightful episode of the Karma School of Business podcast, host Sean Mooney, Founder and CEO of BluWave, engages in a thought-provoking conversation with Jon Pressnell, Partner at Blue Point Capital Partners. They delve into the multifaceted world of private equity, the strategic business building, and the unique philanthropic initiative, Blue Point Cares, which exemplifies a novel way of supporting portfolio companies. Jon shares his journey from a potential career in social work and dentistry to becoming a key player in private equity, highlighting the influence of his upbringing on his professional path and philanthropic endeavors.

Episode Highlights:

01:13 - Jon Pressnell's unique path to private equity and the influence of his family's social work background.
04:42 - Insights into Jon's personal life, revealing his introverted nature despite a seemingly extroverted profession.
08:17 - The challenge of work-life balance in the demanding private equity industry and strategies for managing it.
14:22 - Blue Point Capital's approach to creating value in portfolio companies, emphasizing technology, data, and human capital.
23:18 - Introduction to the Blue Point Cares program, an emergency assistance fund for employees of portfolio companies.
30:29 - Jon shares a life hack that has made traveling and working more manageable, introducing AR glasses for privacy and convenience.

For more information on the Blue Point Cares program, go to https://www.bluepointcapital.com/news/blue-point-launches-support-program-for-portfolio-company-employees-facing-unexpected-hardships
For more information on Blue Point Capital, go to https://www.bluepointcapital.com/
For more information on Jon Pressnell, go to https://www.linkedin.com/in/jon-pressnell
For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts

PE Firms
CEOs
Value Creation

Episode 089

Private Equity’s Guide to Impactful Giving with Katie Marchetti

Learn about the essence of philanthropy with Sean Mooney, Founder and CEO of BluWave, and Katie Marchetti, Vice President of Philanthropic Services at the Community Foundation of Middle Tennessee. This episode of the Karma School of Business podcast is designed for both individuals and businesses within the private equity community, offering a roadmap for initiating and enhancing philanthropic endeavors. Katie, transitioning from the corporate and private equity world to philanthropy, shares comprehensive strategies for impactful giving, regardless of your starting point.

Episode Highlights:

03:03 - Katie Marchetti's journey from private equity to leading philanthropic initiatives.
17:22 - Key considerations in philanthropy for individuals and businesses.
22:04 - How individuals and businesses in private equity can engage in corporate philanthropy.
34:05 - Addressing common challenges in philanthropy for a diverse audience.
44:42 - Practical advice from Katie for impactful giving across the private equity sector.

For more information on the Community Foundation of Middle Tennessee, call their office at (615) 321-5639, or go to http://www.cfmt.org/
For more information on Katie Marchetti, go to https://www.linkedin.com/in/katie-marchetti-90a89b4

PE Firms
CEOs
Due Diligence

Episode 088

Elements of Value in Private Equity (Part II): More Insights from Top Business Builders

"Elements of Value in Private Equity: Advanced Insights from Industry Leaders" offers a comprehensive look into the critical factors that define successful private equity investments. Host Sean Mooney, CEO of BluWave, is joined by industry experts Susan Soh (GrowthCurve), Cory Eaves (BayPine), Jessica Ginsberg (LFM Capital), Troy Phillips (BPOC), and Joe McIlhattan and Ami Mehta (Periscope Equity). Together, they unravel the complexities of value creation, focusing on data's impact, leadership effectiveness, compliance in healthcare, and the transformative role of technology.

Episode Highlights:

01:36 - Susan Soh discusses data utilization and growth in middle-market businesses.
06:43 - Cory Eaves focuses on leadership, strategy clarity, and product maturity.
12:41 - Jessica Ginsberg delves into competitive advantages, growth strategies, and investor fit.
16:30 - Troy Phillips highlights operational compliance, management depth, and customer quality.
20:50 - Joe McIlhattan and Ami Mehta cover value propositions, team capabilities, and technology's role in growth.

To listen to Susan Soh's full episode, go to https://www.bluwave.net/podcasts/susan-soh-growthcurve-capital/
To listen to Cory Eaves' full episode, go to https://www.bluwave.net/podcasts/cory-eaves-baypine/
To listen to Jessica Ginsberg's full episode, go to https://www.bluwave.net/podcasts/jessica-ginsberg-lfm-capital/
To listen to Troy Phillips' full episode, go to https://www.bluwave.net/podcasts/troy-phillips-bpoc/
To listen to Joe and Ami's full episode, go to https://bluwave.net/podcasts/ami-mehta-joe-mcilhattan-periscope-equity/

PE Firms
CEOs
Due Diligence

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