KARMA SCHOOL OF BUSINESS PODCAST
The Business Builders’ Podcast
Brian Adams, Excelsior Capital | Real Estate vs. Buyout: Private Equity Investor Perspectives
Brian Adams, Founder and President of Excelsior Capital, joins the Karma School of Business podcast to discuss real estate investing and compares it to private equity investing. Brian dives into a broad scope of topics, including:
1:44 His path to real estate investing
5:55 Advantages and benefits to real estate investing
10:36 How to evaluate a good investment
17:39 How the current economic landscape is impacting the real estate investing industry
21:48 The long term outlook for real estate investing
30:29 What lessons Brian would teach his younger self
Hernan Saenz, Bain & Company | A Glance into the Future of the Planet, the Power of Circular Transformation and the Role Private Equity Can Play
The Karma School of Business is joined by Bain and Company Global Head of Performance and Improvement, Harnan Saenz to take a deep dive on the future of the economy as it relates to sustainability, viewed through the lens of private equity. The conversation topics include:
2:30 "Remanufacturing" and forces applying pressure to traditional operations
5:21 What is the circular economy?
13:13 The current policies set up by the government related to the circular economy
16:03 Barriers to a circular economy
25:21 How can tech be leveraged to support the circular economy?
27:13 Measuring progress toward circularity
29:25 The role of private equity in promoting circularity
30:28 Incorporating circular principles into investment strategies
33:01 Investment opportunities and most promising sectors
35:46 Challenges a PE firm might face when investing in a circular economy
37:13 How can firms work with portcos to improve sustainability?
39:39 How PE can collaborate with governments and other stakeholders to promote the circular economy
HR, Tech Take Center Stage in Q1: Private Equity Industry Update
We share top private equity insights from our Q1 2023 Insights Report where we evaluate proprietary data from over 500 leading private equity firms across thousands of projects. We compare year over year activity from the BluWave Activity Index to share how private equity is reacting to the current economic state. Join BluWave Founder and CEO, Sean Mooney, as he discusses:
1:07 - Comparing the economy in 2023 to 2008
2:52 - The breakdown between due diligence and value creation
6:25 - How private equity is being strategic in diligence during the unsteady economic environment
8:35 - What is fueling the increase in value creation activity
11:58 - The top three functional areas in the BluWave Activity Index
16:06 - How to get additional insights and trends
Click here to get the report: http://bit.ly/3obXJXu
Doug Horn and Mohit Kansal, Clairvest, Being Strategic with Collaboration and Structure
Doug Horn, a partner and Mohit Kansal, a managing director from Clairvest, a private equity firm based out of Toronto, join the Karma School of Business podcast to discuss the importance of collaboration on portfolio company success, key private equity investment strategies, and much more.
0:42 Clairvest's history and focus
3:27 How Clairvest works to collaborate with entrepreneurs
5:43 Valuable traits that Clairvest considers before making investments
8:17 Mohit's approach to high-stress times
11:52 Advice to business owners on how to tackle economic uncertainty
16:55 Doug's predictions for the PE industry in the near future
22:40 Clairvest's book/movie recommendations
27:43 Advice Mohit would give to his 22 year old self
29:26 Doug's life hack
Demetrios Dounis, Heartwood Partners, Good People Build a Strong Foundation
We're joined by a leading private equity partner, Demetrios Dounis from Heartwood Partners, to discuss Heartwood's approach to private equity and what business leaders are looking for in a PE partner. He also discusses his upbringing, his path to PE, and much more.
0:55 Demetrios' path to private equity
3:04 Demetrios' upbringing
4:39 What to look for in a prospective investment
8:44 Lessons to learn from change
12:24 How Heartwood approaches value creation
16:32 How business leaders can find the right private equity partner
20:30 Demetrios' advice to business leaders starting to think about add-on acquisitions
26:34 Advice to his younger self
Marshall Phelps, MidOcean Partners, An Unconventional Path to Business Building
Marshall Phelps, a Managing Director at MidOcean Partners, joins the podcast to discuss how private equity firms can stand out in the M&A process, and some investment banking perspectives on the private equity sale process. He also provides insight on value creation as it relates to business growth and discusses his unique experience, intersecting investment banking with private equity.
1:40 Marshall's story
7:27 Investment banking to PE
13:46 Unique perspective on driving value
18:52 How do PE Firms standout in the M&A process
23:05 A seller's perspective on IOI & LOIs
25:25 Biggest opportunities in the investment world
30:11 Marshall's book recommendations
33:47 Marshall's advice to his younger self
Top 5 Private Equity Predictions in 2023
In this episode, BluWave founder and CEO, Sean Mooney shares data-backed private equity predictions for 2023 including:
The 2023 economy (0:57)
The VC bubble is going to burst (5:30)
In-person work will make a return (7:20)
Brands will become evermore important in PE (10:14)
The rise of AI and analytics in mainstream business (11:45)
Culture, mental health, fundraising, cash flows, and more | Devin Mathews, ParkerGale
Host Sean Mooney sits down with ParkerGale's Partner, Devin Mathews, to discuss the value of culture, the importance of mental health, the economy's impact on fundraising, tips to weather the economic storm, the benefits of being yourself, and more.
How to Hire a Private Equity-Grade CFO
In this episode, BluWave Founder and CEO, Sean Mooney, describes the importance of a great CFO for both PE-backed companies and independent companies alike. Hear the benefits that a PE-grade CFO can have on your organization.
Good Values and Work Ethic Win | Doug McCormick, HCI Equity Partners
Host Sean Mooney sits down with HCI Equity Partners Co-Founder and Managing Partner, Doug McCormick, to discuss building world-class teams, how to scale your leadership along with your business and company culture, how HCI Equity Partners helps entrepreneurs realize their vision, and more.
At the end of the day, good values and work ethic win.
The BluWave Story
Host Sean Mooney tells the origin story of BluWave.
Growing up in a large, entrepreneurial family in Texas, Sean followed an unquestioned path that led him to study in D.C, to then investment banking in New York, to a nearly 20-year career in private equity. Learn why Sean decided to move to Nashville, Tennessee, to start building BluWave in 2016, how he managed the highest highs and lowest lows in the early days, and why it wasn’t a straight path to Rome.
What Is The Karma School of Business?
Host Sean Mooney shares what the Karma School of Business means and how he developed this philosophy over the years. He learned that if you make life simple, it becomes simpler.
Sean explains why and how this approach yields the highest percentage chance of long-term success in his experience.