Due Diligence (4)

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.

Private Equity is Throttling Toward a Breakout: Q3 2024 Insights

Explore BluWave's Q3 2024 PE insights report with Sean Mooney, BluWave's Founder and CEO. This episode unpacks the latest trends, strategies, and predictions shaping the private equity landscape. Learn about the competitive dynamics, team retention strategies, and the focus on growth initiatives that are setting the stage for a breakout in 2025.Episode Highlights:00:00 - Introduction and overview of BluWave's Q3 2024 PE insights report.01:19 - Exploring competitive tension in private equity and strategies for creating alpha.02:36 - Analyzing current deal market dynamics and predictions for 2025.03:26 - Strategies for team retention and top grading within PE firms.08:39 - The surge in growth strategy initiatives and their future implications.15:10 - The emerging role of data science in private equity and industry predictions.To request the Q3 2024 Private Equity Insights Report, go to https://www.bluwave.net/insights-report.

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Thoughts on Lower Middle Market Private Equity with Michael Rubel

Join Sean Mooney in this episode of the Karma School of Business as he sits down with Mike Rubel, Managing Partner at RFE Investment Partners. With a career that spans from the bustling floors of investment banking to the strategic realm of private equity, Mike shares his journey into an industry where personal connections and market dynamics play a pivotal role. This conversation delves into Mike's early experiences at Harris Williams, his brief exploration of the hedge fund world, and his ultimate passion for the personal nature of private equity. Listen as Mike discusses the importance of finding unique companies, nurturing talent, and the critical role of culture in driving success within portfolio companies.Episode Highlights:1:03 - Welcome and introduction to Mike Rubel's unique path to private equity.5:17 - Exploring Mike Rubel's naval family tradition and its influence on his career.10:14 - The significance of finding unique companies in traditional industries.18:38 - Mike...

The Dynamics of Fundraising in Private Equity with Christian Bullitt

Join us in this episode of Private Equity Spotlight where Sean Mooney, founder and CEO of BluWave, engages in a deep dive with Christian Bullitt, Managing Director at Raymond James Private Capital Advisory Practice. With a career that has traversed from public relations to the heart of private equity, Christian brings a wealth of experience and a unique viewpoint on the evolving fundraising landscape. This episode unpacks the challenges facing private equity firms in today's fundraising environment, the critical role of operational excellence, and what Limited Partners (LPs) are currently seeking in their private equity partnerships.Episode Highlights:1:53 - From PR to private equity: Christian's unconventional path to success.4:19 - Insights into Christian's background and his early aspirations.7:11 - What LPs value in private equity firms in the current market.14:16 - Analyzing the present state of private equity fundraising.22:36 - Effective strategies for standing out in the...

Private Equity Spotlight: The Evolution of Business Development with Jay Jester

In this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, engages Jay Jester, Partner at Plexus Capital, in a revealing conversation. Jay recounts his path from early family business experiences to establishing the business development role within private equity, highlighting the significance of adaptability, strategic relationships, and the human element in navigating the industry's evolution.Episode Highlights:00:00 - Welcoming Jay Jester and his impact on the private equity landscape.1:18 - The journey from family business to private equity innovation.8:21 - Establishing the business development role in private equity.13:31 - The importance of relationships between private equity firms and investment banks.25:20 - The role of culture and people in driving private equity success.43:59 - Advice to younger self and the value of standard bearers within organizations.For more about Plexus Capital, visit https://plexuscap.com/.For more about Jay Jester, visit...

The Future of AI: Simplifying Complexities with Conor Grennan

In this engaging episode of the Karma School of Business, host Sean Mooney welcomes Conor Grennan, a New York Times bestselling author, Chief AI Architect at NYU Stern School of Business, and CEO and Founder of AI Mindset. Conor shares his journey into the realm of AI, offering insights that make the subject approachable and relatable to everyone. From his initial exploration sparked by ChatGPT to developing an educational framework for MBA students at NYU, Conor's approach to AI emphasizes the human aspect and practical understanding. This conversation is essential for anyone looking to grasp the current influence and future potential of AI in business and everyday life.Episode Highlights:00:00 - Introduction to Conor Grennan and the transformative impact of AI.02:30 - Conor's unique path to becoming an AI influencer.09:43 - Effective strategies for utilizing AI in business and personal development.12:44 - The significance of shifting our mindset to unlock AI's capabilities.21:59 -...

Elements of Value in Private Equity: Insights from Top Business Builders

Join host Sean Mooney in a special compilation episode of the Karma School of Business, featuring key insights from industry leaders on value creation in private equity. This episode distills wisdom from Carl Press (Thoma Bravo), Suzanne Yoon (Kinzie Capital), John Caple (Hidden Harbor Capital Partners), Erica Blob (Brighton Park Capital Partners), and Eric Hansen (Blue Sea Capital) into actionable strategies for CEOs, CFOs, and founders. Discover what drives investment decisions and how to cultivate value in your company.Episode Highlights:00:00 - Introduction to the elements of value in private equity.01:55 - Carl Press on leadership and revenue quality.09:22 - Suzanne Yoon on product differentiation and customer focus.17:17 - John Caple on value investing essentials.22:49 - Erica Blob on selecting growth-stage companies.29:30 - Eric Hansen on the importance of diversification and management integrity.Links:To listen to Carl Press's episode, go to:...

Private Equity Spotlight: Building Legacies and Leading Change with Pam Hendrickson

Join Sean Mooney for a compelling episode of Private Equity Spotlight featuring Pam Hendrickson, Vice Chairman of The Riverside Company and Chairman of the Board of Directors of the American Investment Council. In this episode, Pam delves into her journey within the private equity sector, sharing insights on leadership, the transformative power of private equity, and the importance of strategic vision in fostering growth and resilience in businesses.Episode Highlights:00:00 - Introduction to Pam Hendrickson's journey from aspiring doctor to a pivotal figure in private equity.10:57 - Clarifying the distinction between private equity and hedge funds, focusing on strategies for long-term growth.17:24 - Overview of Riverside's support for portfolio companies, including cybersecurity enhancements.25:31 - Addressing misconceptions: The proactive efforts of private equity in influencing public perception and policy.31:37 - Succession planning and monetization strategies for businesses owned...

Private Equity Spotlight: Troy Phillips on the Power of Cash Flow and People

Join Sean Mooney and Troy Phillips from BPOC for an insightful discussion on navigating the private equity landscape. Troy shares his finance-to-PE journey, highlighting the significance of cash flow, human capital, and strategic investment. Drawing from his unique experiences, including collegiate boxing, Troy offers a comprehensive look at BPOC's approach to investments and the critical role of staffing in today's market.Episode Highlights:1:07 - Troy's transition from finance to private equity.5:02 - Emphasizing cash flow's importance in business evaluation.14:57 - BPOC's strategic focus on human capital and organic growth.22:06 - Healthcare investment criteria and the impact on PE strategy.33:45 - Troy's reflections and advice on the value of real-world experience over formal education.For more on BPOC, visit www.bpoc.com.For more about Troy Phillips, visit www.linkedin.com/in/troy-phillips-03896a7.For more about BluWave and this podcast, visit www.bluwave.net/podcasts.
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Private Equity on the Upswing: Marking Revival in Q2 2024

In this episode, Sean Mooney provides an uplifting overview of BluWave's Q2 2024 Private Equity Insights Report. Amidst fluctuating economic conditions, the private equity deal market shows promising signs of recovery, mirroring the broader economic upturn. Drawing an analogy to Nashville's changing seasons, Sean reflects on the cyclical nature of the economy and the private equity landscape. Key insights include the role of limited partners in catalyzing market activity, the significance of a stabilizing economy, and emerging trends in due diligence and sector-specific investments. This episode offers a hopeful perspective on the future of private equity as we navigate through the economic recovery.Episode Highlights:0:00 - Introduction to Q2 2024's positive trends in private equity.2:31 - Economic indicators pointing to a deal market recovery.6:04 - Analogy of seasonal changes and economic cycles.12:31 - Limited partners' influence on the deal market.17:35 - Observations of...

Private Equity Spotlight: Chris Cathcart on Cultivating Entrepreneurship in PE

Host Sean Mooney talks with Chris Cathcart of The Halifax Group about his journey from an entrepreneurial family to private equity. They discuss the transformative role of private equity in small businesses and the economy, emphasizing leadership in value creation. Chris shares his guiding principles: faith, family, and Wake Forest, reflecting on the personal values driving his career. The conversation also covers essential traits for successful investments and the significance of investing in people and systems.Episode Highlights:1:06 - Chris's early inspiration from his entrepreneur father and journey into private equity.10:55 - The impact of private equity on small businesses and the economy.16:02 - Chris's guiding principles: faith, family, and Wake Forest.24:26 - The importance of leadership and complementary teams in successful investments.33:14 - Advice to younger self and the value of patience and perspective in career growth.For more on The Halifax Group, visit...

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