65 episodes

Private equity insights for and with top business builders, including investors, operators, executives and industry thought leaders. The Karma School of Business Podcast goes behind the scenes of PE, talking about business best practices and real-time industry trends. You'll learn from leading professionals and visionary business executives who will help you take action and enhance your life, whether you’re at a PE firm, a portco or a private or public company.

BluWave Founder & CEO Sean Mooney hosts the Private Equity Karma School of Business Podcast. BluWave is the business builders’ network for private equity grade due diligence and value creation needs.

To learn more, visit: https://bit.ly/3oPBjs8

Private Equity Podcast: Karma School of Business BluWave

    • Business
    • 2.8 • 4 Ratings

Private equity insights for and with top business builders, including investors, operators, executives and industry thought leaders. The Karma School of Business Podcast goes behind the scenes of PE, talking about business best practices and real-time industry trends. You'll learn from leading professionals and visionary business executives who will help you take action and enhance your life, whether you’re at a PE firm, a portco or a private or public company.

BluWave Founder & CEO Sean Mooney hosts the Private Equity Karma School of Business Podcast. BluWave is the business builders’ network for private equity grade due diligence and value creation needs.

To learn more, visit: https://bit.ly/3oPBjs8

    Private Equity Spotlight: Synergy in Action - Ami Mehta & Joe McIlhattan at Periscope Equity

    Private Equity Spotlight: Synergy in Action - Ami Mehta & Joe McIlhattan at Periscope Equity

    In this compelling episode of the "Karma School of Business Podcast," host Sean Mooney engages with Joe McIlhattan and Ami Mehta, integral members of Periscope Equity, a firm celebrated for its innovative approach within the private equity landscape. This conversation dives into the harmonious collaboration between the deal and operations sides of private equity, showcasing how Periscope Equity exemplifies the power of teamwork in driving transformative success.
    Episode Highlights:
    2:17 - Joe McIlhattan's Journey to Private Equity: Joe shares his transition from consulting to private equity, highlighting the pivotal role mentorship and hands-on experience played in shaping his career.
    3:01 - Ami Mehta's Path to Operational Excellence: Ami recounts her evolution from auditing to embracing the operational side of private equity, emphasizing the importance of exposure and passion in finding one's niche within the industry.
    5:49 - The Evolution from Investor to Value Creation: Ami discusses her shift from deal-making to focusing on the growth phase of investments, underscoring the critical role of operations in private equity success.
    9:08 - Identifying Potential in Companies: Joe and Ami outline the traits they look for in potential investments, including strong value propositions, durable customer relationships, and the capacity for technological transformation.
    23:29 - Managing the Symphony of PE Operations: Explore how Periscope Equity orchestrates the complex interplay between deal and ops teams to ensure seamless execution and maximized value creation across their portfolio.
    33:51 - Fusing SaaS and Service: Joe and Ami discuss the nuanced approach to investing in tech-enabled service companies, balancing the human element with technological innovation to foster growth and differentiation.
    41:04 - Cultivating Culture for Success: Insights into how Periscope Equity prioritizes culture both within its firm and portfolio companies, leveraging shared values to drive collective achievement.
    48:52 - Wisdom for Aspiring PE Professionals: Joe and Ami share personal advice for those looking to make their mark in private equity, emphasizing the importance of patience, skill acquisition, and maintaining a growth mindset.
    For more information on Periscope Equity, go to https://periscopeequity.com/
    For more information on Ami Mehta, go to https://www.linkedin.com/in/ami-mehta/
    For more information on Joe McIlhattan, go to https://www.linkedin.com/in/joe-mcilhattan-737b5820/
    For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts/
    This episode not only provides a behind-the-scenes look at the strategic operations of Periscope Equity but also offers valuable lessons on leadership, innovation, and the transformative impact of operational focus in the private equity industry. Whether you're an investor, entrepreneur, or someone passionate about business growth and efficiency, Joe and Ami's story and insights are sure to inspire and inform.

    • 54 min
    Private Equity Spotlight: Formulating Wins in Specialized Sectors with Doug Horn

    Private Equity Spotlight: Formulating Wins in Specialized Sectors with Doug Horn

    In this episode of the "Karma School of Business Podcast," host Sean Mooney welcomes back Doug Horn, Managing Director at Clairvest, for an in-depth discussion on the evolving landscape of private equity. With over 30 years in the industry and a focus on partnering with owner-operators and entrepreneurs, Clairvest has carved out a niche for itself by specializing in minority or non-control investments. Doug shares insights into Clairvest's approach to identifying investment opportunities, the importance of industry focus, and the art of value creation through strategic partnerships.
    Episode Highlights:
    1:34 - Reintroduction to Doug Horn: Doug provides a brief overview of Clairvest's philosophy and his role in the firm, emphasizing the company's long-standing commitment to backing entrepreneurs.
    4:13 - Clairvest's Investment Criteria: Doug outlines the five key criteria Clairvest considers when evaluating potential investments: industry, company, management, timing, and price, offering a glimpse into the firm's strategic approach.
    6:34 - Narrowing the Investment Focus: Discussion on how Clairvest narrows its focus to specific industry domains, enabling a deeper understanding and more meaningful partnerships with portfolio companies.
    9:27 - Developing Industry Expertise: Doug shares the process Clairvest undergoes to become experts in chosen domains, including attending conferences, conducting research, and building networks within the industry.
    14:08 - The Importance of Domain Expertise in Value Creation: Exploring how Clairvest's focused approach and deep industry knowledge contribute to successful value creation and investment outcomes.
    17:05 - Case Study - Aerospace and Defense Investment: Doug provides a case study of Clairvest's investment in Nextech Solutions, highlighting how industry insights and strategic focus led to a successful partnership.
    22:04 - Balancing Knowledge and Opportunity: A discussion on the balance between developing industry expertise and being open to new investment opportunities, emphasizing the dynamic nature of Clairvest's investment strategy.
    26:48 - Impact of Focus on Success: Doug reflects on how Clairvest's focused approach has not only enhanced the firm's ability to source and secure investments but also bolstered its reputation and success in the private equity landscape.
    30:14 - Advice to Younger Self: Doug shares a personal insight, drawing an analogy from tennis to life and business, emphasizing the importance of not holding on too tightly and the benefits of flexibility and adaptability.
    For more information on Clairvest, go to https://www.clairvest.com/
    For more information on Doug Horn, go to https://www.linkedin.com/in/horndouglas/
    For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts/
    This episode offers a deep dive into the strategies that have propelled Clairvest to the forefront of the private equity industry, providing valuable lessons for both investors and entrepreneurs alike. Doug Horn's experience and insights shed light on the importance of industry focus, strategic partnerships, and the continuous pursuit of knowledge in driving successful investments.

    • 33 min
    Private Equity Spotlight: Building Future Leaders with Bob Belke

    Private Equity Spotlight: Building Future Leaders with Bob Belke

    In this episode of the "Karma School of Business Podcast," host Sean Mooney engages in a captivating discussion with Bob Belke, Managing Partner at Lovell Minnick Partners. From a small town in Northern Wisconsin to the forefront of the private equity industry, Bob shares his unique journey and the lessons learned along the way. This conversation delves deep into the evolution of private equity, the significance of specialized focus, and the art of value creation in today’s competitive landscape.
    Episode Highlights:
    1:06 - Bob's Path into Private Equity: Tracing Bob’s steps from his beginnings in a small town to his pivotal role in shaping Lovell Minnick Partners, this segment explores the motivations and challenges that defined his entry into the private equity world.
    4:33 - Tenacity and Vision: Bob reflects on the importance of persistence and having a clear goal, emphasizing how determination has been key to his success in the private equity industry.
    6:00 - An Unexpected Achievement: Bob shares a surprising personal milestone - winning the state of Wisconsin spelling bee and participating in the National Spelling Bee, underscoring the value of hard work and preparation.
    9:46 - Identifying Potential in Companies: Bob discusses what Lovell Minnick Partners looks for in potential investments, highlighting the importance of a focused strategy, operational potential, and the transformative impact of private equity partnership.
    15:03 - Empowering CEOs and Building Teams: Insights into how Lovell Minnick Partners collaborates with CEOs and management teams to unlock growth and drive success, emphasizing the transformative changes that often occur within portfolio companies.
    19:46 - Technology and Finance Function: Bob elaborates on the critical roles of technology and finance in value creation, sharing how Lovell Minnick Partners leverages expertise in these areas to enhance portfolio companies’ growth and operational efficiency.
    22:20 - The State of the Private Equity Industry: Bob offers his perspective on the current state and future challenges of the private equity industry, including the importance of value creation and the potential impact of shifting capital flows.
    33:35 - Life Lessons and Book Recommendations: Bob shares impactful book recommendations, including "Die With Zero" and "The Monk Who Sold His Ferrari," offering insights into living a fulfilling life and the power of positive thinking.
    For more information on Lovell Minnick, go to www.lmpartners.com.
    For more information on Bob Belke, go to www.linkedin.com/in/robert-belke-a480a74a.
    For more information on BluWave and this podcast, go to www.bluwave.net/podcasts.
    This episode provides a comprehensive look into Bob Belke’s journey and the strategic insights that have guided Lovell Minnick Partners through the evolving landscape of private equity. Whether you're an investor, an entrepreneur, or someone interested in the dynamics of successful business growth and personal development, Bob’s story and the wisdom shared in this conversation offer valuable lessons and inspiration.

    • 40 min
    Private Equity Spotlight: From Lending to Leading with Gretchen Perkins

    Private Equity Spotlight: From Lending to Leading with Gretchen Perkins

    In this episode of the "Karma School of Business Podcast," host Sean Mooney sits down with Gretchen Perkins, Partner and Head of Business Development at Avance Investment Management, for an illuminating discussion on her unique journey into the private equity world. Gretchen shares insights from her transition from commercial lending to a pivotal role in shaping the business development landscape within private equity. This conversation delves into the evolution of the private equity industry, highlighting how specialized roles like business development have become crucial in driving firms' success.
    Episode Highlights:
    0:54 - Gretchen's Entry into Private Equity: Gretchen recounts her path from commercial lending to becoming a trailblazer in private equity business development, emphasizing the serendipity and strategic networking that propelled her career forward.
    6:02 - Learning from the Best: Discover how Gretchen honed her business development skills by shadowing industry pioneers, underscoring the importance of mentorship and community within private equity.
    9:12 - Personal Influences: Gretchen reflects on how her upbringing as a minister's daughter and her mother's community involvement instilled in her the values of leadership and networking that have defined her professional ethos.
    14:21 - Identifying Investment Opportunities: Gretchen discusses Avance Investment Management's thematic approach to investing, focusing on sectors with strong growth potential and management teams that exhibit coachability and vision.
    24:17 - Value Creation and Team Dynamics: Explore Avance's strategic use of specialized functions, including research and human capital, to enhance portfolio companies' growth and operational efficiency from the outset.
    27:21 - Navigating Market Trends: Gretchen shares her perspective on seizing value creation opportunities across various sectors by leveraging Avance's thematic investment strategy and operational expertise.
    31:45 - Life Hacks for Balance and Efficiency: Gretchen offers personal insights into the benefits of meditation for managing stress and enhancing focus, as well as a practical tip for optimizing travel planning through Google Flights.
    For more information on Avance Investment Management, go to www.avanceinv.com
    For more information on Gretchen Perkins, go to www.linkedin.com/in/gretchenbperkins
    For more information on BluWave and this podcast, go to www.bluwave.net/podcasts
    This episode provides a comprehensive look at Gretchen Perkins' journey and contributions to the private equity industry, offering valuable lessons on business development, strategic investment, and personal growth. Whether you're a seasoned investor, an aspiring private equity professional, or simply interested in the mechanics of successful business strategies, Gretchen's story and insights offer inspiration and actionable advice.

    • 38 min
    Private Equity Spotlight: Shaping the Future of Software with Carl Press from Thoma Bravo

    Private Equity Spotlight: Shaping the Future of Software with Carl Press from Thoma Bravo

    In this episode of the "Karma School of Business Podcast," host Sean Mooney engages with Carl Press, a seasoned partner at Thoma Bravo, to delve into the intricate world of private equity within the software industry. This discussion offers a unique opportunity to understand Thoma Bravo's strategic approach to identifying potential, fostering leadership, and driving value creation across their portfolio companies. Listeners will gain insights into the critical factors that guide investment decisions and the methodologies that have solidified Thoma Bravo's reputation as a leader in the private equity space.
    Episode Highlights:
    [00:00:32] Carl's Journey into Private Equity: Carl Press shares his transition from an engineering background to a pivotal role in private equity, highlighting his passion for technology and finance.
    [00:03:59] Leadership in Focus: The conversation explores the paramount importance of strong leadership in private equity investments, providing Carl's perspective on the traits that define a great CEO.
    [00:07:39] Investment Philosophy of Thoma Bravo: Carl outlines the firm's dedicated focus on enterprise software and the key criteria that guide their investment decisions.
    [00:18:18] Strategies for Value Creation: An in-depth look at Thoma Bravo's comprehensive approach to value creation, emphasizing the role of operational support in driving portfolio company success.
    [00:27:55] Advice for Navigating Economic Uncertainty: Carl shares practical advice for portfolio companies to effectively manage through challenging economic periods.
    [00:37:24] Personal Growth and Influential Reads: Reflecting on personal growth, Carl shares impactful reading recommendations and the importance of trusting one's instincts.
    For more information on Thoma Bravo, go to www.thomabravo.com.
    For more information on Carl Press, go to www.linkedin.com/in/carlpress.
    For more information on BluWave and this podcast, go to www.bluwave.net/podcasts.
    This episode not only provides a behind-the-scenes glimpse into Thoma Bravo's strategic operations but also offers valuable lessons on leadership, decision-making, and customer-centric strategies in the software sector. Whether you're an investor, executive, or someone keen on understanding the dynamics of successful business growth in private equity, this conversation with Carl Press is packed with actionable insights and thoughtful reflections on navigating the complexities of the industry.

    • 45 min
    Private Equity Insights: Q1 2024, Charging Through the Storm

    Private Equity Insights: Q1 2024, Charging Through the Storm

    Explore the private equity landscape of early 2024 with Sean Mooney, founder and CEO of BluWave, in this insightful episode of the "Karma School of Business Podcast." Utilizing BluWave's extensive data, Sean offers a deep dive into the latest trends, strategic shifts, and economic indicators shaping the private equity sector. This episode provides a detailed analysis of how private equity firms are positioning themselves for growth amidst evolving economic conditions.
    Episode Breakdown:
    02:09 - The Buffalo Strategy: Sean explains the unique strategy of the American bison during storms as a metaphor for private equity firms' approach to economic challenges.
    04:17 - Economic Indicators and Predictions: Examines key economic metrics such as GDP growth, inflation rates, and unemployment figures, shedding light on private equity's response.
    07:18 - Sector-Specific Insights: Discusses the significant increase in activity within the manufacturing and healthcare sectors, signaling a strategic realignment towards previously less favored industries.
    09:38 - Technology and Value Creation: Highlights the surge in technology investments, emphasizing ERP and CRM systems, as firms prepare for an AI-driven future.
    11:55 - Human Capital Trends: Analyzes trends in hiring, with a focus on senior-level and growth-oriented executives, indicating a strategic pivot towards expansion.
    13:39 - Looking Ahead: Reviews predictions for 2024, assessing their accuracy and outlining emerging trends and factors to watch in the private equity sector.
    18:44 - Data Science in Private Equity: Sean discusses the growing importance of data scientists within private equity firms, driven by the need for advanced data analysis and predictive modeling.
    21:19 - The Role of Marketing in PE: Explores the emerging trend of incorporating marketing expertise into private equity teams, highlighting its importance in brand building and deal sourcing.
    To request the report, go to www.bluwave.net/insights-report
    This episode is an essential listen for anyone interested in understanding the dynamics of the private equity industry in 2024. Through a detailed analysis of economic indicators, sector trends, and strategic investments, Sean Mooney offers valuable insights into how private equity is adapting and thriving in a complex economic environment.

    • 26 min

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