Private Equity Podcast: Karma School of Business

BluWave
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  • 一周一更

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

  1. Laurens Goff on Focus, Visibility, and Driving Value in B2B Services

    2天前

    Laurens Goff on Focus, Visibility, and Driving Value in B2B Services

    In this episode of Karma School of Business, Sean Mooney interviews Laurens Goff, Co-Founder and Managing Partner at Stone Goff Partners. Laurens shares insights from his path to private equity, the founding story of his firm, and how leveraging focus and visibility transforms lower-middle-market companies. Key points include: 1:05 - Laurens’ journey: From early life in Providence to successfully navigating investment banking and private equity. 9:52 - Stone Goff’s evolution: Lessons learned as an independent sponsor and the foundation of a committed capital fund. 19:41 - The scorecard for success: Why visibility, recurring revenue, and vertical ecosystem focus create winning business models. 25:57 - Enabling value creation: The TEOS framework (Talent, Experts, Outsourced Resources, Support) and collaborative growth strategies. 34:52 - Supporting portfolio companies: Stone Goff’s management summits and thought leadership tools to foster executive collaboration. For more information on Stone Goff, go to https://www.stonegoff.com/ For more information on Laurens Goff, go to https://www.linkedin.com/in/laurens-goff-ba47714 For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts

    48 分钟
  2. Scaling Consumer Brands: Jared Stein’s Approach to Growth and Loyalty

    9月24日

    Scaling Consumer Brands: Jared Stein’s Approach to Growth and Loyalty

    Jared Stein, Co-founder and Partner at Monogram Capital Partners, shares his expert approach to scaling consumer businesses, fostering customer loyalty, and driving sustainable growth. From partnering with family-owned companies to identifying sectors with lasting demand, Jared provides actionable insights for excelling in fragmented markets and navigating today’s rapid disruption cycles. A must-listen for private equity professionals and business builders looking to sharpen their playbook. Episode Highlights: 00:33 - Jared’s family business origins and lessons learned from hard jobs 06:04 - Why "growth mindset" and passion are critical for business builders 13:23 - Scaling consumer brands: leadership, customer focus, and profitability 19:46 - Identifying winning brands: consumer loyalty and market potential 24:37 - Partnering with family businesses: trust, talent, and transformation 27:27 - Inside the Western Smokehouse case study: 5x EBITDA growth 30:51 - Building anti-fragility: Preparing businesses for rapid disruptions For more on Jared Stein’s firm, visit: www.monogramcapital.com Connect with Jared Stein on LinkedIn: https://www.linkedin.com/in/jared-stein-5a347820 Explore more episodes: www.bluwave.net/podcasts

    41 分钟
  3. Private Equity’s AI Shift: Bob Morse on SaaS, Pricing, and Alignment

    9月10日

    Private Equity’s AI Shift: Bob Morse on SaaS, Pricing, and Alignment

    Sean Mooney speaks with Bob Morse, Co-Founder & Managing Partner at Strattam Capital, about the changing playbook in private equity, especially in tech. Morse traces his path from Morgan Stanley and Oak Hill to founding Strattam, then lays out a no-surprises model: turn cards face-up pre-signing, align on a founder-written five-point plan, and opt-in support with real accountability. He explains why AI threatens seat-based SaaS economics, where outcome pricing wins, and how PE firms should push portfolios to experiment while keeping the founder’s innovative spark alive. Clear-eyed and practical, this conversation arms business builders with a framework to act now. Episode highlights 1:26 – An engineer’s path into private equity 7:15 – Why tech needed a dedicated, specialized PE fund and the genesis of Strattam 13:03 – Solving the “first board-meeting surprise”  19:45 – The founder persona Strattam backs: industry operators with proven product-market fit 27:15 – AI as invention vs. innovation and the early business models that actually work 32:27 – The SaaS shake-up: from seat licenses to outcome-based pricing and financing impact 41:54 – “Aliens landed”: a mantra for leading through uncertainty and running smart experiments For more on Bob Morse’s firm, visit: https://strattam.com/  Connect with Bob Morse on LinkedIn: https://www.linkedin.com/in/bob-morse-3567595/  Explore more episodes: www.bluwave.net/podcasts

    47 分钟
  4. Focus, Metrics, and AI: Dan Gaspar’s Private Equity Strategies

    8月20日

    Focus, Metrics, and AI: Dan Gaspar’s Private Equity Strategies

    Dan Gaspar, Partner at TZP Group, shares how private equity investors drive growth through focus, actionable insights, and strong partnerships. Hear Dan’s approach to evaluating businesses, aligning on key priorities, and leveraging innovations like AI. With decades of experience, Dan breaks down what it takes to create value in today’s dynamic market. A must-listen for private equity professionals and business builders alike. Episode Highlights: 1:12 - Dan Gaspar's pathway to private equity: A straightforward yet insightful start 12:14 - What "specialness" means when evaluating businesses for investment 19:33 - How TZP Group aligns with management teams to focus on 2–3 key growth priorities 26:19 - The role of AI in modern private equity: Dan’s take on experimentation and adaptability 35:54 - Navigating uncertainty in today’s market: Lessons on maintaining margins and flexibility 39:21 - Book recommendations for business builders: Traction, Good to Great, and Who Moved My Cheese 41:35 - Practical advice for private equity professionals and the value of collaborative partnerships For more on Dan Gaspar’s firm, visit: www.tzpgroup.com Connect with Dan Gaspar on LinkedIn: https://www.linkedin.com/in/dangaspar/ Explore more episodes: www.bluwave.net/podcasts

    44 分钟
  5. Private Equity’s Resilience and Q2 2025 Economic Trends

    8月6日

    Private Equity’s Resilience and Q2 2025 Economic Trends

    The second quarter of 2025 showcased one of the most compelling periods for private equity, revealing how firms responded to disruption through strategic action and decisive adaptation.   Join BluWave Founder and CEO Sean Mooney as he unpacks the insights from BluWave's Q2 Private Equity Insights Report, including data showing rolling recovery trends, reshoring efforts in manufacturing, and technology investments.   This episode dives into the unique frameworks private equity applies to thrive amid uncertainty, setting the stage for long-term growth. Confidently engage with insights that matter to your business.   Episode Highlights 1:21 – Navigating stop-and-go economic disruptions: Key Q2 observations 5:45 – How private equity firms utilize OODA loops for decision-making 12:30 – April 2nd tariffs: A black swan reshaping manufacturing and trade 18:20 – Technology investments surge: AI and data projects skyrocket 27:05 – Resilience returns: PMI and consumer sentiment rebound in June 34:50 – The deal economy ramps up for mid- and long-term growth cycles 41:30 – Why private equity firms remain focused on growth investments   For more on BluWave, visit: https://www.bluwave.net/ To request the full Q2 2025 Insights Report, visit: https://www.bluwave.net/insights-report/

    22 分钟
  6. From Turnarounds to Growth: Ben Gaw on Building High-Performing Teams in Private Equity

    7月16日

    From Turnarounds to Growth: Ben Gaw on Building High-Performing Teams in Private Equity

    In this episode of Karma School of Business, Sean Mooney speaks with Ben Gaw, Partner and Head of Portfolio Operations at Cross Rapids Capital. Ben shares stories from his journey as a first-generation immigrant to becoming a sought-after private equity leader, highlighting lessons learned from turnarounds, rapid decision-making, and building successful companies.   Episode Highlights: 1:03 - Ben’s background: From chemical engineering to corporate turnarounds, restructuring, and private equity. 10:03 - What makes a good company great: Identifying defensible markets, customer relationships, and opportunities hidden in mismanagement. 12:20 - The Cross Rapids playbook: Leveraging pattern recognition, providing resources, and empowering management teams to execute. 18:13 - Advice for uncertain times: The importance of assembling the right team, moving quickly, and focusing on growth from day one. 22:27 - Soft skills and leadership: How servant leadership and bedside manner help operating partners and executives thrive.   For more information on Cross Rapids Capital, go to https://www.crossrapids.com/ For more information on Ben Gaw, go to https://www.linkedin.com/in/benjamingawjr For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts

    29 分钟
  7. What Dave Shephard Learned at West Point—and Applies in Private Equity

    7月9日

    What Dave Shephard Learned at West Point—and Applies in Private Equity

    In this episode of Karma School of Business, Sean Mooney sits down with Dave Shephard, Director of Portfolio Operations at Rainier Partners. Dave shares how his military experience, consulting background at Bain, and hands-on leadership approach shape his work in private equity today. Key topics include: 1:30 - Dave’s journey from West Point to portfolio operations, and how problem-solving shaped his career. 6:14 - Lessons from the military: Developing grit, resilience, and the ability to lead without authority. 13:48 - How Rainier Partners drives value creation through a defined, repeatable process: strategy alignment, tactical execution, and operational improvements. 30:31 - The foundational role of data and systems in applying AI to portfolio companies—and why starting small can make the difference. 40:14 - Dave’s advice to his younger self and the value of curiosity, continuous learning, and thinking beyond immediate tasks. For more information on Rainier Partners, go to https://www.rainierpartners.com/ For more information on Dave Shephard, go to https://www.linkedin.com/in/dave-shephard-auxga/ For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts

    42 分钟
  8. Board Meetings that Matter: Strategy, Structure, and Impact

    7月2日

    Board Meetings that Matter: Strategy, Structure, and Impact

    This Karma School of Business feed drop from our sister podcast, Best But Never Final, explores the private equity approach to board meetings. Sean Mooney sits down with Lloyd Metz of ICV Partners and Doug McCormick of HCI Equity Partners to unpack how to turn board meetings into strategic powerhouses that drive real outcomes.   Episode Highlights: 02:24 - Why private equity board meetings focus on strategic impact over routine reporting. 10:33 - The structure of PE boards: Who’s on them, the role of independent directors, and the value of concentrated ownership. 15:25 - How independent board members are chosen to address specific business needs and enhance executive decision-making. 35:55 - Avoiding tactical readouts: Making board meetings a forum for actionable strategy and meaningful discussions. 42:37 - Tactical details: Frequency, in-person vs. virtual meetings, committee structures, and agenda planning. To listen to more Best But Never Final episodes, go to https://bestbutneverfinal.buzzsprout.com/2247932 For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts

    54 分钟
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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

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