KARMA SCHOOL OF BUSINESS PODCAST

The Business Builders’ Podcast

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.
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Episode 087

Human Capital vs. Human Resources: Investing in People for Private Equity Success with Joelle Marquis

Explore leadership and culture in private equity with Joelle Marquis, President of Arsenal Capital Partners. Host Sean Mooney and Joelle discuss the critical role of human capital in the industry, offering insights into Arsenal Capital's approach to fostering talent and building a culture of excellence.

Episode Highlights:
01:30 - Joelle's entry into private equity and her career growth.
02:40 - The importance of leadership and culture in business growth.
08:24 - Evaluating companies through talent, strategic alignment, and partnership.
16:03 - Arsenal's culture of genuine partnership and servant leadership.
18:46 - Keeping strategic alignment and recalibrating for success.
22:01 - Leadership, culture, and their impact on organizational success.
26:48 - Differentiating human resources and human capital.
33:05 - Life hacks for organizational success: the "three knock rule" and positive intent.

Links:
For more on Arsenal Capital Partners, visit https://www.arsenalcapital.com/.
For more on Joelle Marquis, visit https://www.linkedin.com/in/joelle-marquis-805407.

PE Firms
CEOs
Value Creation

Episode 086

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.

PE Firms
CEOs
Value Creation

Episode 084

Adapting to Change: Philip Lewis’ Strategy in Private Equity

In this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, sits down with Philip Lewis, Partner at Fulcrum Equity Partners. From his early days in investment banking to his significant role in shaping Fulcrum Equity Partners, Philip shares his unique journey into the private equity world. This conversation explores the dynamic landscape of private equity fundraising, the importance of adaptability in career paths, and Philip's insights into the future of the industry. Join us as we delve into the strategies for success in private equity and the impact of innovation on the sector's growth.

Episode Highlights:

1:06 - Philip's unconventional path to private equity, from communications to venture capital.
3:27 - The growth and evolution of Fulcrum Equity Partners from a startup fund to managing nearly a billion under management.
5:17 - Personal insights: Philip's early aspirations and experiences that shaped his professional outlook.
7:26 - Tackling challenges head-on: Philip's approach to problem-solving and crisis management.
15:26 - The role of culture and values in driving business success and team alignment.
22:21 - Navigating the current fundraising market: Trends and strategies for private equity firms.
29:33 - Philip's book recommendation and its relevance to professional growth and leadership.
For more information on Fulcrum Equity Partners, go to https://www.fulcrumep.com/

For more information on Phillip Lewis, go to https://www.linkedin.com/in/philiplewisfulcrum

PE Firms
CEOs
Value Creation

Episode 082

Private Equity Spotlight: Caleb Clark on Entrepreneurial Spirit in Investment

In this engaging episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, sits down with Caleb Clark, Senior Partner at ATL Partners. With a rich background that spans from investment banking to private equity, Caleb shares his journey through the industry, highlighting his entrepreneurial roots and his role in shaping ATL Partners. This conversation explores the importance of asymmetric returns, strategic investments, and building a firm that not only excels in making best-in-class investments but also in being a best-in-class business itself.

Episode Highlights:

1:56 - From investment banking to private equity: Caleb's path to ATL Partners.
5:19 - Entrepreneurial roots and the transition to ATL Partners.
8:22 - Personal insights: From politics to private equity.
15:42 - Identifying value in potential investments: Caleb's approach.
22:21 - The role of sector focus in assessing and growing investments.
27:24 - Embracing change and innovation for future success.
34:41 - Advice to younger self: Embrace opportunities and adaptability.

For more information on ATL Partners, go to https://www.atlpartners.com/
For more information on Caleb Clark, go to https://www.linkedin.com/in/clarkcaleb/

PE Firms
CEOs
Value Creation

Episode 081

Private Equity Spotlight: James Sidwa on Nurturing Growth in Family Businesses

In this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, sits down with James Sidwa, Managing Partner at Heartwood Partners. James shares his journey from the roots of entrepreneurship within his family to his pivotal role in private equity. With a rich background that spans across continents and sectors, James brings a unique perspective on investing in family and founder-run businesses in the lower middle market. This conversation delves into the importance of trust, strategic planning, and the transformative power of partnerships in driving business success.

Episode Highlights:

1:34 - From Arthur Andersen to the world of private equity.
3:14 - The evolution of James' career and the growth of Heartwood Partners.
5:07 - Personal insights: Family, scouting, and the joys of sailing and skiing.
9:23 - Key traits Heartwood Partners looks for in companies: Trustworthiness and market leadership.
15:38 - Value creation strategies: Building on company strengths and addressing common challenges.
21:07 - Embracing change and innovation for future success.
28:15 - Advice to younger self: Embrace adaptability and seize opportunities that open doors.

For more information about Heartwood Partners, go to https://heartwoodpartners.com/
For more information about James Sidwa, go to https://www.linkedin.com/in/jamessidwa

PE Firms
CEOs
Value Creation

Episode 080

Private Equity Spotlight: Susan Soh on Building with Data and Innovation

In this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, engages in a dynamic conversation with Susan Soh, Chief of Capital Formation and Investor Relations at GrowthCurve Capital. Susan shares her unique journey from law to the forefront of private equity, highlighting her transition through various sectors of finance and her role in shaping innovative investment strategies at GrowthCurve Capital. This episode delves into the importance of data-rich businesses, the transformative power of AI and digital tools in private equity, and the value of adaptability and questioning in professional growth.

Episode Highlights:

1:12 - Susan's transition from law to private equity and her early experiences in the field.
3:02 - The founding journey of GrowthCurve Capital and its innovative approach.
6:28 - Personal insights: The entrepreneurial spirit and embracing technology.
10:21 - Key traits GrowthCurve looks for in companies: Data-rich and growth-oriented.
16:25 - Hands-on partnership: How GrowthCurve collaborates with portfolio companies for value creation.
25:26 - The imperative of adopting AI and digital transformation for future success.
35:02 - Advice to younger self: Embrace adaptability, curiosity, and the power of networking.
For more information on GrowthCurve Capital, go to https://www.growthcurvecapital.com/

For more information on Susan Soh, go to https://www.linkedin.com/in/susan-soh-653a213

PE Firms
CEOs
Value Creation

Episode 079

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 https://www.linkedin.com/in/jay-jester-768108/.

PE Firms
CEOs
Value Creation

Episode 078

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 - Strategies for adapting careers in the fast-evolving AI landscape.
34:09 - Insights into the next five years of AI and its business implications.
41:17 - Accessing Conor's AI training materials and newsletter.

For more insights from Conor Grennan and to explore his AI training materials, visit ConorGrennan.com.
Conor is also active on LinkedIn, where he shares regular updates and thought leadership in AI. Follow him here: https://www.linkedin.com/in/conorgrennan.

PE Firms
CEOs
Value Creation

Episode 077

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: https://www.bluwave.net/podcasts/carl-press-thoma-bravo/
To listen to Suzanne Yoon's episode, go to: https://www.bluwave.net/podcasts/suzanne-yoon-kinzie-capital/
To listen to John Caple's episode, go to: https://www.bluwave.net/podcasts/john-caple-hidden-harbor/
To listen to Erica Blob's episode, go to: https://www.bluwave.net/podcasts/erica-blob-brighton-park-capital/
To listen to Eric Hansen's episode, go to: https://www.bluwave.net/podcasts/eric-hansen-blue-sea-capital/
Gain insights into the core elements of value that shape successful private equity investments and learn how to apply these principles to your business.

PE Firms
CEOs
Value Creation

Episode 076

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 by baby boomers through private equity.
37:37 - Leadership insights: Pam shares lessons on decision-making and influence, inspired by military principles.

For more on The Riverside Company, visit www.riversidecompany.com.
For more about Pam Hendrickson, visit https://www.linkedin.com/in/pamelahendrickson/.
For more about BluWave and this podcast, visit www.bluwave.net/podcasts.

PE Firms
CEOs
Value Creation

Episode 075

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.

PE Firms
CEOs
Value Creation

Episode 074

Private Equity Spotlight: Building Partnerships and Value with Chris Gibson

Sean Mooney and Chris Gibson of Compass Group Equity Partners delve into the nuances of private equity, highlighting the significance of cash flow, Midwest values, and the crucial role of people in business success. Chris recounts his path from leverage finance to co-founding Compass Group, sharing insights on the firm's unique approach and the value of hands-on experience in PE.

Episode Highlights:

0:40 - Chris's journey into private equity and the formation of Compass Group.
5:02 - The pivotal role of cash flow in evaluating business opportunities.
10:02 - How Midwest values shape Compass Group's business philosophy.
19:57 - Introduction of Compass Guides for portfolio company support.
25:31 - The advantage of real-world experience over formal education in PE.
33:03 - Chris's perspective on the importance of building strong partnerships and trust.

For more information on Compass Group Equity Partners, visit https://www.cgep.com/
For more information on Chris Gibson, visit https://www.linkedin.com/in/chris-gibson-53a0381b
For more information on BluWave and this podcast, visit www.bluwave.net/podcasts

PE Firms
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