BDO Private Equity PErspectives Podcast

BDO USA
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The Private Equity PErspectives podcast serves as a forum for private equity dealmakers to discuss navigating today’s dynamic investment environment, while preparing for challenges and opportunities on the horizon. In each episode, BDO’s Private Equity practice connects with leaders in the industry to talk deal activity, fund strategies, and portfolio company optimization.

  1. 15 mei

    Beyond the Build: AI Infrastructure, Exit Readiness, and What's Next — Part B

    As private equity capital continues flowing into data centers and AI infrastructure, sponsors are being forced to rethink everything from materials sourcing to what “exit‑ready” really means. In the latest episode of BDO’s Private Equity PErspectives Podcast, host Todd Kinney continues the conversation with Jackson Pei, Managing Director and Co‑Head of PE at Closed Loop Partners, Michael Ryder, Partner and Co‑Head of North America at Igneo Infrastructure Partners, and Blair Barlow, Managing Director at Lime Rock New Energy, to discuss: What it actually takes to build an exit‑ready data center today — from asset optionality and customer mix to location, scale, and long‑term growth potentialThe material, power, and supply‑chain constraints behind AI infrastructure build‑outs, and why sponsors can’t ignore lifecycle management and resource availabilityHow PE firms can future‑proof data center investments as sustainability, security, and buyer expectations continue to rise

    28 min.

  2. 1 mei

    Powering Conviction: A New Era of Data Center Investment — Part A

    In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Jackson Pei (Closed Loop Partners), Michael Ryder (Igneo Infrastructure Partners), and Blair Barlow (Lime Rock New Energy) to discuss: How rack densification and next-gen cooling (from air to liquid) are reshaping data center designWhere power availability and grid constraints show up first and what tech-first sponsors can miss in diligenceWhy materials like copper and the end-of-life process such as reverse logistics and data-secure decommissioning, are moving up the sponsor agenda

    31 min.

  3. 13 mrt

    Lessons Learned, Exits Reimagined: PE's 2026 Playbook - Part B

    In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Kyle Bethancourt, Co-Founder and Managing Partner at Sallyport Investments, and Eliot Kerlin, Co-Founder and Managing Partner at Broadwing Capital, to discuss: Creative exit pathways to consider in 2026 as long holding periods persistHow AI is being deployed inside PE firms and across their portcosThe biggest challenges and opportunities ahead — from deal selectivity and leverage discipline to a potentially robust M&A environment

    26 min.

  4. 27 feb

    Tariffs, Interest Rates, and Dry Powder: Lessons from 2025 for the Year Ahead - Part A

    In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Kyle Bethancourt, Co-Founder and Managing Partner at Sallyport Investments, and Eliot Kerlin, Co-Founder and Managing Partner at Broadwing Capital, to discuss: How tariff uncertainty and macro volatility shaped dealmaking in 2025Creative capital deployment strategies for a tight and competitive marketProprietary deal flow and operational value creation as a competitive edge in the lower middle market

    19 min.

  5. 16 jan

    2026 PE Outlook: Deal Flow, Valuations, and Exit Strategies - Part B

    In BDO's first Private Equity PErspectives podcast episode of 2026, Host Todd Kinney is joined by Nicolas Vega Llona, Principal at Lincolnshire, and Monty Yort, Managing Partner at GenNx360, to discuss: Deal flow expectations and how declining rates and dry powder are influencing valuations in 2026Creative deal structures that balance immediate DPI generation with long-term value creation opportunitiesStrategic investment themes including digital infrastructure, value-based healthcare, and onshoring trendsIf you enjoy the episode, check out BDO’s 2026 Private Equity Industry Predictions to see what else is on our radar for 2026.

    20 min.

  6. 12-12-2025

    2025 Reflections: Private Equity's Year of Adaptation - Part A

    In BDO's final Private Equity PErspectives podcast episode of 2025, Host Todd Kinney is joined by Nicolas Vega Llona, Principal at Lincolnshire, and Monty Yort, Managing Partner at GenNx360, to discuss: The biggest shifts in private equity throughout 2025 and how firms adaptedPortfolio company performance relative to expectations amid macro challengesHow proactive sourcing strategies helped firms find quality deals in a difficult marketBe on the lookout for part two in January, where Nico and Monty will explore exit strategies, creative deal structures, and where leading investors are placing their bets in 2026.

    20 min.

  7. 21-11-2025

    Beyond Capital: Differentiating with Strategy and an Operator's Mindset - Part B

    In part two of BDO's latest Private Equity PErspectives podcast episode, Host Todd Kinney is joined by Shane Tiemann, Partner at Gamut Capital, and Jon Schwartz, Partner at MRE Capital to discuss: How they’re establishing market differentiation amid increased competitionAdapting exit strategies as hold periods extend and continuation vehicles gain tractionMaintaining investment discipline and focus amid ongoing market uncertainty

    23 min.

  8. 07-11-2025

    Beyond Rate Cuts: Conservative Capital, Disciplined Growth - Part A

    In BDO's latest Private Equity PErspectives podcast episode, Host Todd Kinney is joined by Shane Tiemann, Partner at Gamut Capital, and Jon Schwartz, Partner at MRE Capital to discuss: The impacts of interest rate cuts on dealmaking strategies and investment outlooksHow both PE firms and family offices are prioritizing long-term value creationPractical strategies for helping portcos protect and improve margins amid macroeconomic pressures

    21 min.
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The Private Equity PErspectives podcast serves as a forum for private equity dealmakers to discuss navigating today’s dynamic investment environment, while preparing for challenges and opportunities on the horizon. In each episode, BDO’s Private Equity practice connects with leaders in the industry to talk deal activity, fund strategies, and portfolio company optimization.

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