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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 Future of Private Equity Fundraising with Brian Bank from Kirkland and Ellis

Join host Sean Mooney and Brian Bank, a seasoned strategy and client relations executive from Kirkland & Ellis, for an enlightening discussion on the private equity landscape. With over 25 years of experience as both an institutional limited partner and placement agent, Brian delves into the nuances of fundraising, the evolving role of ESG, and the transformation of annual meetings in the post-COVID era, leveraging his extensive background and deep network within the investment funds community.Key Highlights:3:12 - Fundraising Dynamics: Insights into current trends and challenges.5:32 - Mid-Market Success: The importance of LP relationships.18:22 - Continuation Funds: Their reshaping role in private equity.35:12 - ESG's Growing Influence: On investment strategies.43:56 - Annual Meetings Evolved: Innovative approaches in a digital age.For more information on Kirkland & Ellis, go to https://www.kirkland.comFor more information on Brian Bank, go to https://www.linkedin.com/in/briandbank...

Private Equity Spotlight: From Assembly Line to Investment Line with John Stewart

In this episode of the "Karma School of Business Podcast," host Sean Mooney interviews John Stewart, founder and managing partner of MiddleGround Capital. They explore John's unconventional journey from a college dropout and night shift worker at Toyota to leading a private equity firm that champions operational excellence and entrepreneurial spirit.Episode Highlights: 1:24 - John's unconventional journey from Toyota to private equity. 4:22 - How operational expertise inspired MiddleGround Capital's vision. 6:52 - Applying lean manufacturing principles to private equity. 9:12 - MiddleGround's unique value creation approach. 16:40 - Overcoming challenges in building MiddleGround Capital. 23:44 - John's advice for aspiring entrepreneurs. 29:04 - John recommends "Building a Second Brain" for efficiency.For more information on MiddleGround Capital, go to https://middleground.com/ For more information on John Stewart, go to https://www.linkedin.com/in/johnstewartky To purchase John's book,...

Private Equity Spotlight: Synergy in Action – Ami Mehta & Joe McIlhattan at Periscope Equity

In the "Karma School of Business Podcast," host Sean Mooney talks with Joe McIlhattan and Ami Mehta of Periscope Equity about their unique collaboration in private equity. They discuss the integration of deal-making and operational excellence, illustrating the firm's innovative approach and teamwork-driven success.Episode Highlights: 2:17 - Joe's transition from consulting to private equity. 3:01 - Ami's journey from auditing to operational excellence. 5:49 - Ami's focus shift to investment growth and operations. 9:08 - Traits sought in potential investments. 23:29 - Orchestrating deal and ops team synergy at Periscope Equity. 33:51 - Investing in tech-enabled service companies. 41:04 - The importance of culture in driving success. 48:52 - Advice for aspiring private equity professionals.For more information on Periscope Equity, go to https://periscopeequity.com/ For more information on Ami Mehta, go to https://www.linkedin.com/in/ami-mehta/ For more information on Joe McIlhattan, go...

Private Equity Spotlight: Formulating Wins in Specialized Sectors with Doug Horn

On the "Karma School of Business Podcast," host Sean Mooney and returning guest Doug Horn, Managing Director at Clairvest, delve into the private equity landscape's evolution. They discuss Clairvest's unique strategy of minority or non-control investments and its commitment to partnering with entrepreneurs, highlighting the firm's approach to investment opportunities and value creation.Episode Highlights: 1:34 - Doug Horn reintroduces Clairvest's philosophy and his role. 4:13 - Clairvest's five key investment criteria. 6:34 - Focusing on specific industry domains for deeper partnerships. 9:27 - How Clairvest develops industry expertise. 14:08 - The role of domain expertise in value creation. 17:05 - Case study: Success with Nextech Solutions in aerospace and defense. 22:04 - Balancing deep knowledge with openness to new opportunities. 26:48 - The impact of focus on Clairvest's success and reputation. 30:14 - Doug's advice: The value of flexibility and adaptability.For more...

Private Equity Spotlight: Shaping the Future of Software with Carl Press from Thoma Bravo

In the "Karma School of Business Podcast," host Sean Mooney and Carl Press of Thoma Bravo explore the nuances of private equity in the software industry. They discuss Thoma Bravo's strategic investment approach, leadership development, and value creation methodologies that have established the firm as a leader in the sector.Episode Highlights: 0:32 - Carl Press discusses his transition from engineering to private equity. 7:39 - Thoma Bravo's investment philosophy and focus on enterprise software. 18:18 - An in-depth look at Thoma Bravo's strategies for value creation. 27:55 - Carl's advice for managing through economic uncertainty. 37:24 - Carl reflects on personal growth and shares influential reads.For more information on Thoma Bravo, go to www.thomabravo.com. For more information on Carl Press, go to www.linkedin.com/in/carlpress. For more information on BluWave and this podcast, go to www.bluwave.net/podcasts.
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Private Equity Insights: Q1 2024, Charging Through the Storm

In this episode of the "Karma School of Business Podcast," Sean Mooney, founder and CEO of BluWave, delves into the private equity landscape of early 2024. Utilizing BluWave's comprehensive data, Sean provides an in-depth analysis of current trends, strategic shifts, and economic indicators that are influencing the private equity sector, offering insights into how firms are navigating growth amidst changing economic conditions.Episode Breakdown: 02:09 - Exploring the "Buffalo Strategy" as a metaphor for private equity's approach to economic challenges. 04:17 - Analysis of key economic metrics and their impact on private equity strategies. 07:18 - Increased activity in the manufacturing and healthcare sectors signals strategic realignment. 09:38 - Surge in technology investments, with a focus on ERP and CRM systems for an AI-driven future. 11:55 - Trends in hiring senior-level and growth-oriented executives indicate a pivot towards expansion. 13:39 - Predictions for 2024: Assessing...

Private Equity Spotlight: The Art of the Deal with OpenGate’s Josh Adams

On the "Karma School of Business Podcast," host Sean Mooney and Josh Adams of OpenGate Capital delve into the nuances of the private equity industry. They discuss Josh's unique journey to becoming a partner at OpenGate Capital, the firm's strategic focus on corporate carve-outs, and how they navigate the global market.Episode Highlights: 1:05 - Josh's journey from South Wales to private equity. 07:59 - How Welsh heritage shapes Josh's professional approach. 10:43 - Discussing current private equity market challenges. 18:00 - OpenGate's specialization in industrials and corporate carve-outs. 24:47 - The benefits of OpenGate's global strategy and team. 29:40 - Adapting investment strategies in a tough market.For more information about OpenGate Capital, go to www.opengatecapital.com For more information on Josh, go to www.linkedin.com/in/joshua-m-adams-70602126 For more information on BluWave and this podcast, go to www.bluwave.net/podcasts
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Private Equity Spotlight: The Art of Value Creation and Global Expansion with Livingbridge’s Curt Kahn

In this episode of the "Karma School of Business Podcast," Sean Mooney, founder and CEO of BluWave, engages with Curt Kahn, Investor and Head of US Operations at Livingbridge. Curt shares his unique path from consulting at Booz Allen and PricewaterhouseCoopers, through an operational leadership role at Ability Network, to spearheading Livingbridge's US market expansion, offering a glimpse into his diverse journey into private equity.Episode Highlights: 01:15 - Curt's journey from consulting and M&A advisory to private equity with Livingbridge. 03:29 - How Curt's varied background shapes his investment approach. 05:54 - Curt's personal interest in paddle tennis. 08:19 - Essential factors Curt considers in successful investments. 13:40 - Livingbridge's unique value creation strategy for portfolio companies. 17:49 - Curt's insights on identifying value creation opportunities in fluctuating economies. 21:54 - Curt's advice on embracing challenges for career growth.For more information on...

Private Equity Spotlight: Crafting the Independent Sponsor Model with Grant Kornman of Align Collaborate

In the "Karma School of Business Podcast," Sean Mooney, founder and CEO of BluWave, has an engaging conversation with Grant Korman, Partner at Align Collaborate. They delve into their entrepreneurial journeys within the private equity sector, discussing the inception of new market segments and the entrepreneurial challenges and successes they've encountered.Episode Highlights: 1:36 - Grant's introduction to private equity during his time at Georgetown and his early career with Sterling Partners. 4:25 - The challenges and lessons of starting in private equity straight from college. 7:36 - Grant's unexpected path to becoming an independent sponsor and co-founding NCK Capital. 14:07 - The creation of Align Collaborate to provide structured equity solutions for independent sponsors. 19:03 - How Align Collaborate works with independent sponsors and portfolio companies to drive growth. 27:02 - Grant's reflections on the unpredictability of business and the importance of seizing...

Private Equity Innovator of the Year: Kevin McAllister, Access Holdings

In this episode of the "Karma School of Business Podcast," host Sean Mooney welcomes Kevin McAllister, Founder and Managing Partner at Access Holdings, celebrated as BluWave's 2024 Private Equity Innovator of the Year. Kevin discusses the groundbreaking strategies that have positioned Access Holdings at the forefront of the private equity industry.Episode Highlights:01:22 - Kevin introduces the Access Acceleration Center, showcasing how technology and data analytics underpin value creation.10:28 - The journey of Access Holdings from a fundless sponsor to a market leader, highlighting the strategic vision behind their success.20:38 - Kevin explores Access Holdings' dedication to corporate citizenship, demonstrating how they integrate social responsibility with business objectives.30:01 - Discussion on Access Holdings' growth strategies that bolster portfolio companies and contribute to job creation.37:53 - The significance of cultivating a culture of learning and innovation within...

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