KARMA SCHOOL OF BUSINESS PODCAST

The Business Builders’ Podcast

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PE Firms PE-Backed Companies Private and Public Companies
Function
Private Equity
Deal Team Human Capital Operations
Companies
CEOs Finance Other Functional Leads
Need
Due Diligence Prep For Sale Value Creation
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Episode 026

Paul Stansik, ParkerGale Capital | The Sales Metric Playbook: A Private Equity Guide to Measuring Sales Growth

The Karma School of Business podcast is joined by Paul Stansik, an Operating Partner at ParkerGale Capital, to discuss his Sales Metric Playbook and overall approach to growth within portfolio companies. In the episode, we discuss:

2:06 - Paul's origin story and path to private equity
8:01 - The Sales Metrics Playbook and the importance of clean data
15:42 - What to do after you've got clean data
20:08 - Analyzing specific cohorts of revenue
30:04 - Managing long-term revenue goals versus short-term
36:42 - What benefits the key questions in the Sales Metric Playbook have in portcos
40:17 - Prioritizing sales opportunities
44:20 - The importance of marketing

To get in touch with Paul and ParkerGale, go to parkergale.com.
To get on the list for the weekly Sales Metric Playbook, go to parkergale.com/weekly-sales-metrics.
For more information on BluWave and this podcast, go to bluwave.net/podcast.

PE Firms
CEOs
Value Creation

Episode 025

AI Roundtable: Tangible Takeaways to Help Leverage Artificial Intelligence

In this special episode, we have exclusive audio from our recent webinar: Activating AI: Empowering Your Business for Success. The panel of experts from this webinar includes:

Alex Castrounis, Founder and CEO, Why of AI
Nik Kapauan, Principal, Access Holdings
Ken McLaren, Partner, AI, Frazier Healthcare Partners
Keith Thomas, National Practice Lead, Security Operations, AT&T

The panel, moderated by Karma School of Business host, Sean Mooney, includes the following topics:

4:40 - What pre-cursor activities to perform before diving in to AI
10:20 - Things that companies should keep in mind to remain secure
13:50 - Expert opinions on best in class tools
27:23 - Most addressable use cases for everyday companies
34:07 - Considerations that companies should take when implementing tools off the shelf
39:03 - Things that may take shape in the near future
46:55 - Answering FAQs

To view the on-demand webinar, go to www.bluwave.net/demystifying-ai-webinar-registration/.

For more information on this podcast, go to www.bluwave.net/podcast.

www.whyofai.com
www.accessholdings.com
www.frazierhealthcare.com
www.att.com

PE Firms
CEOs
Value Creation

Episode 024

Brit Yonge, Corsair Capital | An Expert Perspective on Strategy and Resilience in Private Equity

Join us for an in-depth conversation with Brit Yonge, an Operating Partner at Corsair Capital, to hear his expert perspective:

1:29 - Brit's path to private equity
6:23 - How Brit formed his values from serving the US Military
13:45 - Characteristics for evaluating a great company
21:56 - Working with management teams to build great companies
25:44 - Persevering through an uncertain economy
32:15 - Personal/professional growth books and topics from Brit

For more information on Corsair Capital, go to www.corsair-capital.com.
For more information on this podcast, go to www.bluwave.net/podcast.

PE Firms
Operations
Value Creation

Episode 023

Q2 Snapshot: Key Findings from BluWave’s Private Equity Insights Report

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/.

PE Firms
Deal Team
Value Creation

Episode 022

Cici Zheng, ParkerGale Capital | Private Equity Advice on Pricing, Human Capital and More

We're joined by Cici Zheng, a Partner from ParkerGale Capital to give her operations-focused perspective on many different private equity topics. Listen to the conversation as we discuss:

2:30 - Cici's path to private equity
8:19 - What traits show a company has potential
13:06 - Focusing on all facets of a company
17:18 - The strategy behind working with portco management teams
20:31 - Navigating uncertain economies
24:05 - Getting buy-in from portco sales teams on pricing changes
27:31 - Cici's advice to her younger self

To learn more about ParkerGale Capital, go to www.parkergale.com.
To learn more about BluWave and this podcast, go to www.bluwave.net/podcast.

PE Firms
CEOs
Value Creation

Episode 021

David Hellier, Bertram Capital | Harnessing Data to Innovate, Differentiate and Evolve

We're joined by David Hellier, a partner at Bertram Capital, to discuss:
1:31 - His background and what brought him to private equity
5:40 - How private equity is evolving 
9:18 - David's story about throwing out the first pitch
11:09 - Overcoming adversity and being differentiated
16:23 - Running private equity like a business
22:37 - How data and AI will impact productivity
27:50 - Finding opportunity admidst uncertainty
34:08 - David's life hack

For more information on Bertram Capital, go to their website: bertramcapital.com

For more information about this podcast, go to bluwave.net/podcast

PE Firms
CEOs
Value Creation

Episode 019

John Huhn, Compass Group Equity Partners | Unlocking Success: The Power of Persistence in PE

A managing partner from Compass Group Equity Partners, John Huhn, joins the Karma School of Business Podcast to discuss:

1:04 - John's background and path to private equity
9:28 - The most important traits to look for when evaluating a potential investment
13:50 - What makes Compass unique and how they approach value creation
21:34 - Advice to successfully manage a rocky economic period
26:52 - Important aspects of the portco-PE firm relationship
31:30 - John's advice to his younger self

And much more. 

To learn more about Compass Group, go to https://www.cgep.com/.

To learn more about BluWave, go to www.bluwave.net.

PE Firms
Deal Team
Value Creation

Episode 016

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

PE Firms
CEOs
Value Creation

Episode 008

Top 5 Private Equity Trends In 2022

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

PE Firms
Deal Team
Value Creation

Episode 007

Q3 Private Equity Industry Update

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.

PE Firms
Deal Team
Value Creation

Episode 004

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.

PE Firms
Finance
Value Creation

Episode 002

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.

PE Firms
CEOs
Value Creation

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