The Business Builders’ Podcast
In this episode of the Karma School of Business podcast, Sean Mooney interviews Jay Hernandez, head of the industrial technology practice at Raymond James. They discuss the current state of the M&A markets and offer insights for both sellers and buyers. Hernandez emphasizes the importance of preparation for sellers, advising them to engage advisors early and thoroughly prepare their businesses for the M&A process. He also urges buyers to come prepared and do their homework before pursuing a deal. Additionally, Mooney and Hernandez share their latest life hacks, including the use of sous vide cooking for perfectly cooked steaks. 1:22 - Jay's background and origin story 8:21 - The return to normalcy in the deal market 14:22 - What sellers should know before going to an investment bank 24:08 - What buyers should know before going to an investment bank 29:03 - An IB response to new LOIs 34:12 - Jay's life hack: sous vide 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 insightful podcast episode, we delve into the key revelations from the Q3, 2023 Insights Report, showcasing the state of the private equity industry amidst fluctuating market fundamentals. We discuss intriguing observations in the industry's investment patterns; drawing attention to a significant rise in confidence, a notable shift towards growth, and an emphasis on human capital. Tune in to discover the significance of these trends, the raw data supporting these findings, and what this could mean for the future of private equity. 1:26 - Private Equity is not scared 4:45 - Fundamentals are improving 9:25 - PE is investing in growth in their companies 10:51 - Human capital activity is surging in PE 14:28 - It's time to hit the gas, with caution - what to keep an eye on 18:03 - A bold prediction For more information on BluWave and this podcast, go to www.bluwave.net/podcast
In this engaging episode, Sean and Andy Greenberg explore their career paths and the transformation of the M&A market. From Andy's shift from politics to investment banking, to the evolution of M&A from a manual process to a tech-driven one, they highlight the increasing need for specialization. Looking ahead, they predict a future where AI significantly enhances industry efficiency. 1:31 - Andy's origin story and his path to M&A 7:10 - What did M&A look like in the mid-90s 12:58 - How has the M&A business evolved to what it looks like today 22:14 - The era of industry expertise 29:44 - Where is the M&A market going 36:18 - Andy's advice to his younger self To learn more about Andy and Greenberg Variations Capital, go to www.greenbergvariations.com To listen to Middle Market Musings, go to www.middlemarketmusings.com
In this special episode, we have exclusive audio from our recent webinar: A Wave of Deals is Coming: Commercial Due Diligence for When the Tide Rolls In. The panel of experts from this webinar includes: Andrew Joy, Partner, Hidden Harbor Capital Partners Sean Mooney, Karma School of Business Host and Founder & CEO of BluWave The panel, moderated by BluWave Managing Director, Houston Slatton, includes the following topics: 3:48 - How to think about a target's end markets and why it matters when considering an investment 8:13 - How to assess market conditions when looking at a deal 13:03 - The true definition of commercial due diligence and why you use it 19:52 - How the result of a commercial due diligence engagement should inform the competitiveness of your bid strategy 24:58 - Pros and cons of big box firms versus more specialized service providers 32:40 - Final thoughts To learn more about Andrew and Hidden Harbor Capital Parts, go to www.hh-cp.com. To learn more about 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
Listen as Sean Mooney discusses private equity findings from the Q2 2023 BluWave Insights Report. The report uncovers how private equity firms are taking action, securing safety and finding success. In this episode, Sean discusses: 1:02 - Why value creation is surging 3:33 - Cooling activity on human capital 4:32 - Growing activity across other value creation sectors 5:12 - The trend toward data and AI 6:30 - An update on 2023 predictions To download the full report, go to www.bluwave.net/insights-report/.
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
In this episode, BluWave Founder and CEO, Sean Mooney, including: - Private equity firms run toward the (economic) storm - The rise of human capital - Digitization & data - ESG - Fundraising
In this episode, host Sean Mooney shares an update on Q3 private equity industry activity from BluWave's proprietary data. Learn the top takeaways on due diligence trends and informed value creation focuses from over 500 top private equity firms in Q3.
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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