Best But Never Final: Private Equity's Pursuit of Excellence Doug McCormick, Lloyd Metz, Sean Mooney

In this episode of "Best But Never Final," join Lloyd Metz, Doug McCormick, and Sean Mooney as they navigate the choppy waters of today's economic landscape and its implications for private equity portfolio companies. Amidst moderate inflation, groundbreaking technological advancements, and significant geopolitical risks, our hosts dissect how these factors are influencing the strategic direction and operational decisions within their portfolio companies. From analyzing consumer sentiment to ...

Dive deep into the heart of private equity diligence processes with Lloyd Metz, Doug McCormick, and Sean Mooney in this insightful episode of "Best But Never Final." The trio unravels the complexities of third-party diligence, shedding light on the essential tools that private equity firms employ to assess, verify, and envision the potential of their investments. From the critical Quality of Earnings review to comprehensive market studies and management assessments, this episode covers the ga...

In this engaging episode of "Best But Never Final," hosts Lloyd Metz, Doug McCormick, and Sean Mooney demystify the pivotal role of the Chief Financial Officer (CFO) within the private equity (PE) landscape. As they navigate through the multifaceted responsibilities and evolving nature of the CFO role, the discussion illuminates why a strategic CFO is indispensable for PE-backed companies. From being the co-pilot to the CEO to mastering the art of translation between financials and business o...

In this episode of "Best But Never Final," delve into the evolving landscape of career entry points into the private equity industry with hosts Lloyd Metz, Doug McCormick, and Sean Mooney. The trio, seasoned in the nuances of private equity, dissect the journey from traditional roles in investment banking and consulting to the increasingly recognized value of operational expertise. This conversation offers a candid look at the prerequisites for a successful career in private equity, emphasizi...

In this episode of Best But Never Final Lloyd Metz, Doug McCormick, and Sean Mooney dive into the heart of private equity's strategic decision-making and deal sourcing processes. This episode peels back the layers on how private equity firms identify their investment focus, align with Limited Partners' (LPs) expectations, and navigate the competitive landscape to source potential opportunities. Through a detailed discussion, the trio elucidates the evolution from generalist approaches to the ...

About the Episode: In this enlightening episode of "Best But Never Final," hosts Doug McCormick, and Sean Mooney delve into the intricate process of value creation within the private equity landscape, from the perspective of both the PE firm and the portfolio company CEO. Featuring Scott Milberg, CEO of AmerCareRoyal, a portfolio company of HCI Equity Partners, the conversation explores the transformative journey of AmerCareRoyal from a family-owned business to a leading supplier in the food ...