Private Equity 360 Frazier & Deeter Podcasts

Jim Delvin, Managing Principal of Ducker Carlisle, joins host Bob Woosley to discuss the current outlook for M&A activity and share a deeper understanding of how the interest rate environment and economic forecasts are shaping valuations and influencing seller expectations. They will also explore the responses of both traditional and non-traditional lenders to the evolving landscape, shedding light on the strategies they're employing to adapt.

Perhaps the most important element of portfolio company value creation relates to the culture and values of the people tasked with growing the business. How are private equity firms creating a compelling vision that attracts talent in this environment? What are the key lessons learned and takeaways from the seasoned professionals who have built successful businesses with culture being a guiding factor? In this episode of Private Equity 360, National Private Equity Practice Leader, Bob Woosley does a deeper dive on the “human capital strategy” of value creation with Doug McCormick, Managing Partner and Kate Rodriguez of HCI Equity Partners, and Dan Rodstrom, CEO of Tech24, a portfolio company of HCI Equity Partners.

The Corporate Transparency Act (CTA) will have a significant reporting and compliance impact on the private equity industry and their portfolio companies and it’s a good bet that most private equity firms are not fully aware and certainly not prepared for the impact of this law and the significant penalties for non-compliances.  In this episode of Private Equity 360, National Practice Leader Bob Woosley discusses the impact of the CTA on private equity firms with attorney Jonathan Wilson.  We encourage our private equity firm clients and friends to become educated on the CTA and get prepared in 2023.

In this episode of Private Equity 360, FD’s National Practice Leader Bob Woosley joins Jamie Elias Partner with Trivest Partners (www.trivest.com) and Scott Dols, CEO and Founder of Big Truck Rental to discuss the advantages of a non-control private equity transaction and the situations where that may be appropriate for certain businesses.

In this episode of Private Equity 360, FD’s National Practice Leader Bob Woosley joins Paul Yett, Director of ESG and Sustainability at Hamilton Lane (NASDAQ: HLNE) and Scott Kennedy President of Novata (www.novata.com), a public benefit corporation formed as a partnership of the Ford Foundation, S&P Global, Hamilton Lane and the Omidyar Network, to discuss how private equity firms are investor demands and portfolio company requirements related to ESG (Environmental, Social & Governance). 
Topics covered in this episode:
How mid-market focused General Partners are addressing ESG How the Institutional Limited Partners Association (ILPA)’s ESG Data Convergence Framework has created clarity How leading General Partners have recognized the importance of ESG in portfolio company value creation and vendor qualifications How FD and Novata have partnered to create a credentialed and practical ESG Support Program for Private Equity

Private equity firms are being challenged by ever increasing demands for data from their investors and balancing their need for “real time” access to data versus the use of third-party fund administrators. The in-house technology capabilities and related operational sophistication of private equity firms are rapidly evolving. In this episode of Private Equity 360, FD’s National Practice Leader Bob Woosley discusses the evolving technology trends in private equity impacting their strategic data plans, the emergence of platform based technology solutions and future trends impacting the industry with James Haluszczak, Managing Partner of SteelBridge Labs and Ian Rubenstein, Chief Executive Officer of Exchangelodge. Watch it here: https://www.frazierdeeter.com/insights/private-equity-360-technology-trends-impacting-private-equity/