The Business Builders’ Podcast
On the "Karma School of Business Podcast," host Sean Mooney delves into the future of private equity, offering a comprehensive analysis of the industry's past year and the emerging trends set to define 2024. Utilizing BluWave's proprietary data alongside macroeconomic indicators, Sean presents a compelling case for the onset of a new expansion phase in the private equity sector. Episode Highlights: 1:42 - Sean discusses the identification of the market cycle's bottom and the anticipation of a growth phase lasting six to eight years. 3:10 - A retrospective look at 2023, focusing on value creation strategies and technological advancements within the industry. 8:00 - An evaluation of the predictions made for 2023, examining their accuracy and the resilience of the economy, the VC bubble burst, and the return to in-person work dynamics. 15:17 - Sean outlines his predictions for 2024, including an increase in M&A activity and strategic selling by private equity firms, highlighting the pivotal role of data scientists in the industry. 21:28 - The episode concludes with an exploration of potential disruptors to the 2024 economic outlook, such as geopolitical tensions, oil price volatility, and shifts in consumer behavior. To request your copy of the Q4 2023 Private Equity Insights Report, visit www.bluwave.net/insights-report.
This special episode of the Karma School of Business Podcast features a curated selection of book recommendations from private equity industry leaders. These books promise to enrich your strategic thinking and personal growth, covering topics from life lessons to technological advancements and historical insights. Episode Highlights: 1:34 - "My Teacher, My Son" by Nick Shaw: Transformative life and leadership lessons. 5:06 - Scott Estill recommends "Chip Wars" and "AI 2041" for tech insights. 9:50 - Joe DeLuca's pick: "The Making of the Atomic Bomb" for business history. 13:00 - Scott Becker on team building with "Good to Great" and health in "Outlive." 16:25 - John Kirk discusses collective success in "Us" by Terrence Real. 19:48 - Brit Yonge explores choice in "Man’s Search for Meaning." 23:35 - Doug Horn on industry future with "The End of the World is Just the Beginning" and "Americana." 26:41 - Mohit Kansal values data in "Moneyball" by Michael Lewis. 28:23 - Marshall Phelps on leadership in "Washington" and intrigue in "Conspiracy." 32:35 - Doug McCormick offers a perspective on progress with "Factfulness." For more information: My Teacher, My Son: https://www.amazon.com/My-Teacher-Son-Lessons-Life/dp/B0CH7F5MGW Chip Wars: https://www.amazon.com/Chip-War-Dominate-Critical-Technology/dp/B09TX24J5Y/ AI 2041: https://www.amazon.com/AI-2041-Ten-Visions-Future/dp/B08SFL53HL/ The Making of the Atomic Bomb: https://www.amazon.com/Making-Atomic-Bomb-Richard-Rhodes/dp/1451677618 Good to Great: https://www.amazon.com/Good-to-Great-Jim-Collins-audiobook/dp/B003VXI5MS/ Outlive: https://www.amazon.com/Outlive-Longevity-Peter-Attia-MD/dp/0593236599/ Us: https://www.amazon.com/Us-Getting-Build-Loving-Relationship/dp/B09BBN9LGW/ Man’s Search for Meaning: https://www.amazon.com/Mans-Search-for-Meaning-audiobook/dp/B0006IU470/ The End of the World is Just the Beginning: https://www.amazon.com/End-World-Just-Beginning-Globalization/dp/B09CS8FRRD/ Americana: https://www.amazon.com/Americana-Bhu-Srinivasan-audiobook/dp/B075659K9K/ Moneyball: https://www.amazon.com/Moneyball-Michael-Lewis-audiobook/dp/B005FFRQYS/ Washington: https://www.amazon.com/Washington-Ron-Chernow-audiobook/dp/B0045XYQ12/ Conspiracy: https://www.amazon.com/Conspiracy-Ryan-Holiday-audiobook/dp/B0794CLD44/ Factfulness: https://www.amazon.com/Factfulness-audiobook/dp/B07BFDCWZP/
In the latest episode of the Karma School of Business podcast, Sean Mooney, alongside Jay Hernandez from Raymond James, dives into the nuances of the M&A market. They offer actionable insights for both buyers and sellers, emphasizing the critical importance of preparation. The conversation also veers into personal territory, with Hernandez sharing a culinary life hack involving sous vide cooking for achieving the perfect steak. Episode Highlights: 1:22 - Introduction to Jay Hernandez and his M&A background 8:21 - Analyzing the current state of the M&A market 14:22 - Advice for sellers on engaging with investment banks 24:08 - Tips for buyers on preparing for investment bank interactions 29:03 - How investment banks handle new Letters of Intent (LOIs) 34:12 - Jay's culinary life hack: sous vide for the perfect steak For more information on Raymond James, go to www.raymondjames.com For more information on BluWave and this podcast, go to www.bluwave.net/podcast
In this episode, we explore the pivotal insights from the Q3, 2023 Insights Report, highlighting the evolving dynamics of the private equity industry against a backdrop of changing market fundamentals. The discussion focuses on the industry's growing confidence, a strategic pivot towards growth, and the increasing importance of human capital. Join us as we unpack these trends, supported by compelling data, and discuss their potential impact on the future of private equity. Episode Highlights: 1:26 - Rising confidence within private equity 4:45 - Signs of improving market fundamentals 9:25 - A focus on growth investments by PE firms 10:51 - The surge in human capital activities in PE 14:28 - Advancing with caution: areas to watch 18:03 - Making a bold prediction about the industry's future For more information on BluWave and this podcast, go to www.bluwave.net/podcast
A Partner and Resource Group Lead from Huron Capital, Gabe Mesanza, joins the Karma School of Business to discuss a wide variety of tactics for business leaders and private equity professionals. In this episode, we discuss: 1:20 - Gabe's path to private equity and engineering mindset 9:58 - The traits of a great business: people and culture 17:27 - Perspective into the evolution of value creation in the PE industry 25:42 - Growing through uncertain economies 33:10 - Gabe's advice to his younger self 38:58 - A life hack for handwritten note takers For more information on Huron Capital, go to https://www.huroncapital.com/ For more information on BluWave and this podcast, go to https://www.bluwave.net/podcast
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.
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.
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