July 2021 Roundup: BluWave Client Insights


August 4, 2021

By: Kyle Johnson

BluWave works with over 500 PE funds from around the globe, connecting them with pre-vetted, best-in-class, interim executives and small groups across a variety of resource and functional areas. From information technology and manufacturing to healthcare and consumer goods, our clients are paving the way for “Industry 4.0.” In other words, they have their heads in the game and their hands on the pulse of news you can use.

Check out the latest, curated collection of reports, insights, and musings from a handful of our PE funds.

Parker Gale recently launched a three-part series on boards on its Private Equity Funcast. In the latest episode, the team talked to Jason Heltzer, Managing Partner at Origin Ventures and a professor at The University of Chicago Booth Business School, about what makes a good board member — as well as the behaviors to look out for and avoid.

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Sun Capital Co-founder and Co-CEO Marc Leder was recently featured on The Deal’s Behind the Buyouts Podcast. In this episode, Leder speaks about how Sun Capital has invested more than $13 billion since its founding in 1995, and how he’s navigated the past quarter-century of dealmaking. You’ll also hear about the firm’s deals in “healthcare, bedding, and its increased focus on technology companies, as well as the efforts of private equity firms to build up companies to create value.”

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One year ago in July, TCV published this Q&A with Peloton Co-Founder and CEO John Foley and TCV GP Jay Hoag. As a throwback, we’re revisiting this interesting conversation in which Foley discusses how the fitness industry was “ripe for disruption,” why early investors were hesitant about Peloton’s approach, why culture and social responsibility are increasingly important to business success, and how to navigate the road to the IPO.

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While “the theory on minimizing a firm’s cost of capital is straightforward enough,” Heartwood Partners argues that it has not been the best way to create equity value in a sustainable fashion. This model is reliant on the business succeeding and growing, which may not always be the reality. In this piece, Heartwood makes the case for why debt leverage is not “all it’s cracked up to be.”

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You can also find last month’s roundup here.