KARMA SCHOOL OF BUSINESS PODCAST
The Business Builders’ Podcast
Scott Phillips, Orix Capital Partners | How to Focus on the Things That Matter in Private Equity
Scott Phillips, a Managing Director at Orix Capital Partners, joins the Karma School of Business podcast to discuss key data monitoring and choosing the key KPIs that really help companies grow. In this episode we discuss:
0:53 - Scott's path to private equity (including a background in industrial modeling)
6:22 - Identifying businesses that could or will be great
14:01 - The trend towards value creation and a unique approach
22:38 - Working with portfolio companies to find opportunities in uncertain times
27:58 - Scott's advice to his younger self: resilience
For more information on Orix Capital Partners, go to www.orixcapitalpartners.com
For more information on BluWave and this podcast, go to www.bluwave.net/podcast
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.
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.
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.
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/.
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.
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
Filling a Need: Unraveling the History and Growth of the Private Equity Industry
In this captivating episode, we delve into the history of private equity, exploring its origins, confronting industry stigmas, and witnessing its evolution into a dynamic force. Join us as we:
(0:54) Uncover the ideas that gave birth to the first private equity firms, laying the groundwork for an industry that would reshape the business landscape.
(5:37) Challenge the prevailing stigma personified by 1980s Wall Street movies, to explore how the industry has and continues to evolve.
(10:05) Highlight the shifting focus of private equity towards the people involved and the value they can create, from investors to management teams.
(13:18) Touch on the importance of being the best in private equity, engaging the right third party resources to help.
(15:20) Revisit the current state of PE and predict where it's going.
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.
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