Private Equity Experience

Ed Barton, Rory Liebhart, and Emily Sander
  • 5.0(6개의 평가)
  • 투자
  • 격주 업데이트

Demystify the world of private equity with insider knowledge. Join hosts Ed Barton, Rory Liebhart, and Emily Sander - seasoned professionals who have worked from all angles as C-suite leaders, private equity managing directors, and investors. In this podcast, they break down complex private equity concepts into everyday language. You'll gain a clear understanding of the PE landscape, key players, and market dynamics. Expect practical insights on deal-making, growth strategies for founders and management teams, and exit strategies. Plus, hear real-world examples and real-time breakdowns of trending news stories. Whether you're a seasoned pro or just starting out, considering selling your company to a private equity firm, or simply curious about this lucrative world, this podcast will help you navigate the private equity landscape with confidence.

  1. 4월 16일

    High-Performance Teams vs Family Businesses in Private Equity

    In this episode, the hosts explore a fundamental question in Private Equity: should you build a high-performance team of top external talent, or rely on trusted family members to run the business? Through real-world stories, they unpack the trade-offs between trust, competence, and scalability– especially during high-stakes moments like PE transactions. The conversation dives into the complexities of family dynamics, including trust gaps, role misalignment, and the emotional ties that can both strengthen and hinder performance. They also highlight how outside executives, especially in roles like Chief of Staff, can help bridge gaps and drive alignment. Ultimately, the episode reveals that there’s no one-size-fits-all answer. The key is aligning the right people to the right roles at the right stage of the business, while balancing performance with trust to maximize long-term value. ============================== 🎙 Podcast – Strategies, PE 101 & witty banter 📚 Book – On‑Ramp to Exit, full deal life cycle 🛠 Resources – Free templates, guides, tools 🔗 LinkedIn – Follow us for fresh PE insights ================================ Who Are We? Three insiders. One mic. All things private equity — explained. Hi 👋 We’re Ed, Rory, and Emily — a CEO, a CFO, and a Chief of Staff — here to demystify the world of private equity. Between us, we’ve sat in the founder’s chair, run PE‑backed companies, and worked on the deal side, so we know the wins, the pitfalls, and the jargon (and we’ll explain it). Through the Private Equity Experience Podcast, our book On‑Ramp to Exit, and a library of free tools and templates, we share real‑world stories, practical strategies, and insider insights to help you navigate every stage of the PE journey — whether you’re leading a portfolio company, joining a deal team, considering PE, or just PE‑curious. 🔗Connect with Ed 🔗Connect with Emily 🔗Connect with Rory

    35분

  2. 4월 2일

    Why Small Business Owners Are Saying No to Private Equity

    In this episode, the hosts unpack a growing trend of small business owners rejecting private equity offers, highlighted by a plumber who repeatedly turned down buyout opportunities. They explore how PE firms identify and target fragmented industries, and why roll-up strategies remain a core playbook. The conversation dives into the real reasons behind founder resistance, from preserving legacy and culture to concerns about control and financial risk. Listeners will gain a balanced perspective on whether private equity is misunderstood or simply not the right fit for every business owner. ============================== 🎙 Podcast – Strategies, PE 101 & witty banter 📚 Book – On‑Ramp to Exit, full deal life cycle 🛠 Resources – Free templates, guides, tools 🔗 LinkedIn – Follow us for fresh PE insights ================================ Who Are We? Three insiders. One mic. All things private equity — explained. Hi 👋 We’re Ed, Rory, and Emily — a CEO, a CFO, and a Chief of Staff — here to demystify the world of private equity. Between us, we’ve sat in the founder’s chair, run PE‑backed companies, and worked on the deal side, so we know the wins, the pitfalls, and the jargon (and we’ll explain it). Through the Private Equity Experience Podcast, our book On‑Ramp to Exit, and a library of free tools and templates, we share real‑world stories, practical strategies, and insider insights to help you navigate every stage of the PE journey — whether you’re leading a portfolio company, joining a deal team, considering PE, or just PE‑curious. 🔗Connect with Ed 🔗Connect with Emily 🔗Connect with Rory

    33분

  3. 3월 19일

    The $1.3 Billion Hook: Did Private Equity Ruin the World’s Best Fishing Brand?

    In this episode, we dive deep into the fascinating (and sometimes salacious) business of fishing. 🌊 We explore the journey of Simms Fishing, the iconic brand that went from a family-owned boutique in 1980 to a $1.3 billion private equity play. What happens when a brand built on craftsmanship and "Mom and Pop" loyalty scales for the masses? We discuss the recent retail boycott by small fly shops, the impact of the COVID-19 outdoor boom, and why professional guides are starting to ditch their favorite gear. In this episode, you’ll learn: The Evolution of Simms: From specialized craftsmanship to a $1.3B valuation. 📈Private Equity vs. Quality: How "roll-up" strategies and PE ownership can change a brand’s complexion and alienate its core customer base.The Big-Box Shift: Why Simms moved away from small shops to cater to giants like Bass Pro Shops and Cabela’s. 🛒Market Strategy: The "Louis Vuitton" model of addressing different market segments without cannibalizing them.Personal Fails: Emily shares her hilariously embarrassing fishing excursions, including catching a glove and—ouch—her own arm. 🩹Whether you're a business strategist, a private equity enthusiast, or just an angler wondering why your waders feel different, this deep dive into the outdoor industry is for you! ============================== 🎙 Podcast – Strategies, PE 101 & witty banter 📚 Book – On‑Ramp to Exit, full deal life cycle 🛠 Resources – Free templates, guides, tools 🔗 LinkedIn – Follow us for fresh PE insights ================================ Who Are We? Three insiders. One mic. All things private equity — explained. Hi 👋 We’re Ed, Rory, and Emily — a CEO, a CFO, and a Chief of Staff — here to demystify the world of private equity. Between us, we’ve sat in the founder’s chair, run PE‑backed companies, and worked on the deal side, so we know the wins, the pitfalls, and the jargon (and we’ll explain it). Through the Private Equity Experience Podcast, our book On‑Ramp to Exit, and a library of free tools and templates, we share real‑world stories, practical strategies, and insider insights to help you navigate every stage of the PE journey — whether you’re leading a portfolio company, joining a deal team, considering PE, or just PE‑curious. 🔗Connect with Ed 🔗Connect with Emily 🔗Connect with Rory

    37분

  4. 2월 19일

    Is 40% of Private Equity About to Disappear?

    📉 Is the Private Equity model fundamentally broken, or is it just a pause? In this episode of the Private Equity Experience, hosts Ed Barton, Rory Liebhart, and Emily Sander dive deep into the "structural reset" currently hitting the industry. Based on recent data from Cascadia Capital, the team debates whether the recent slowdown is a temporary cyclical pause or a permanent shift in how private equity operates. Inside this episode: The Family Business: Ed shares a personal update on hiring a "nepo baby" to navigate a challenging tax season.Structural Reset vs. Cyclical Pause: Why 30-40% of existing PE funds might not be operating in five years.The Rise of Secondaries: Understanding why continuation vehicles now make up 30% of PE exits.The Valuation Gap: Dealing with the "bid-ask spread" and the reality of 13x vs. 9x EBITDA multiples.Transparency is King: Why Limited Partners (LPs) are moving from a "just trust us" mentality to demanding hard numbers and predictable returns.Key Takeaways: Whether you are an investor, a business owner, or a finance professional, understanding these new market forces—from the $1.4 trillion in unrealized value to the increasing competition from family offices—is crucial for navigating the 2026 landscape. ============================== 🎙 Podcast – Strategies, PE 101 & witty banter 📚 Book – On‑Ramp to Exit, full deal life cycle 🛠 Resources – Free templates, guides, tools 🔗 LinkedIn – Follow us for fresh PE insights ================================ Who Are We? Three insiders. One mic. All things private equity — explained. Hi 👋 We’re Ed, Rory, and Emily — a CEO, a CFO, and a Chief of Staff — here to demystify the world of private equity. Between us, we’ve sat in the founder’s chair, run PE‑backed companies, and worked on the deal side, so we know the wins, the pitfalls, and the jargon (and we’ll explain it). Through the Private Equity Experience Podcast, our book On‑Ramp to Exit, and a library of free tools and templates, we share real‑world stories, practical strategies, and insider insights to help you navigate every stage of the PE journey — whether you’re leading a portfolio company, joining a deal team, considering PE, or just PE‑curious. 🔗Connect with Ed 🔗Connect with Emily 🔗Connect with Rory

    39분

  5. 2월 5일

    Is Private Equity Optimizing the Business or the Playing Field?

    Does private equity just optimize businesses, or does it optimize the entire playing field? 📈 In this episode of The Private Equity Experience, Emily Sander, Ed Barton, and Rory Liebhart pull back the curtain on the "sophisticated" world of public policy and lobbying. We dive deep into how private equity firms use their outsized weight to influence laws, regulations, and tax codes to protect their returns. From the famous (and controversial) carried interest tax treatment to "rent-seeking" strategies that create obstacles for competitors, we explore the tools PE firms use to ensure their portfolio companies stay on top. In this episode, you’ll learn: The Power of Politics: Why politics might be the most important form of leverage for PE firms.Carried Interest Explained: Why this "bonus" is taxed at long-term capital gains rates instead of ordinary income.The Lobbying Machine: How firms like Blackstone and KKR use internal teams and industry coalitions to shape legislation.Rent-Seeking & Regulation: How businesses use the government to create barriers for their competition.Litigation as Strategy: Using the courts to interpret and influence policy when lobbying isn’t enough. ============================== 🎙 Podcast – Strategies, PE 101 & witty banter 📚 Book – On‑Ramp to Exit, full deal life cycle 🛠 Resources – Free templates, guides, tools 🔗 LinkedIn – Follow us for fresh PE insights ================================ Who Are We? Three insiders. One mic. All things private equity — explained. Hi 👋 We’re Ed, Rory, and Emily — a CEO, a CFO, and a Chief of Staff — here to demystify the world of private equity. Between us, we’ve sat in the founder’s chair, run PE‑backed companies, and worked on the deal side, so we know the wins, the pitfalls, and the jargon (and we’ll explain it). Through the Private Equity Experience Podcast, our book On‑Ramp to Exit, and a library of free tools and templates, we share real‑world stories, practical strategies, and insider insights to help you navigate every stage of the PE journey — whether you’re leading a portfolio company, joining a deal team, considering PE, or just PE‑curious. 🔗Connect with Ed 🔗Connect with Emily 🔗Connect with Rory

    33분

  6. 1월 22일

    Is "Family Capital" the New Private Equity?

    In this episode of the Private Equity Experience, Emily Sander, Ed Barton, and Rory Liebhart dive into the secretive and rapidly growing world of family offices. Think Private Equity is the only big player in town? Think again. In our latest episode of the Private Equity Experience, we’re pulling back the curtain on the $5.5 trillion world of Family Offices From 40-year investment horizons to the "poaching" of top Wall Street talent, family offices are changing the rules of the game for founders and investors alike. In this episode, we discuss: 💰 Why family offices are becoming direct competitors to PE firms. ⏳ The "Generational Wealth" advantage: Why patience is their superpower. 📉 The $100 Million Breakpoint: When does it make sense to bring management in-house?. 🤝 Why founders might prefer a family office partner over traditional institutional capital. Whether you're a founder looking for growth capital or an investment pro curious about the "buy-side" of family wealth, this is an episode you can't afford to miss. Key Discussion Points  - Defining the Family Office: A professional money management entity designed to oversee and grow the wealth of a specific family. - Family Office vs. Private Equity: Unlike PE firms that manage external capital for Limited Partners (LPs), family offices own the capital they deploy, allowing for unique flexibility in tax treatment and liquidity. - The "Generational Wealth" Advantage: Because they aren't bound by 10-year fund cycles, family offices can maintain a 40-year investment horizon, offering founders more patience and less pressure to "churn" deals. - The Cost of In-House Management: Ed explains the "breakpoint" for starting a single-family office, noting that it typically requires roughly $100 million in investible assets to remain cost-effective while hiring top-tier talent. Why Founders Should Pay Attention For founders looking for an exit or growth capital, family offices offer a compelling alternative to PE:  - Flexibility on Terms: They are often more willing to make smaller investments (under $10M revenue) that traditional PE firms might find too small.  - Seamless Transitions: Founders who have previously made money for an investor often find a "warmer" and more trusted partnership within that investor’s family office. ============================== 🎙 Podcast – Strategies, PE 101 & witty banter 📚 Book – On‑Ramp to Exit, full deal life cycle 🛠 Resources – Free templates, guides, tools 🔗 LinkedIn – Follow us for fresh PE insights ================================ Who Are We? Three insiders. One mic. All things private equity — explained. Hi 👋 We’re Ed, Rory, and Emily — a CEO, a CFO, and a Chief of Staff — here to demystify the world of private equity. Between us, we’ve sat in the founder’s chair, run PE‑backed companies, and worked on the deal side, so we know the wins, the pitfalls, and the jargon (and we’ll explain it). Through the Private Equity Experience Podcast, our book On‑Ramp to Exit, and a library of free tools and templates, we share real‑world stories, practical strategies, and insider insights to help you navigate every stage of the PE journey — whether you’re leading a portfolio company, joining a deal team, considering PE, or just PE‑curious. 🔗Connect with Ed 🔗Connect with Emily 🔗Connect with Rory

    41분

  7. 1월 8일

    Private Equity in 2026: AI, Rates & Survival Strategies

    Dive into the future of private equity with hosts Rory Liebhart, Emily Sander, and Ed Barton! In this episode, they break down the top trends shaping 2026, from AI's impact on labor to soaring interest rates and deglobalization. Learn how PE firms are adapting to these challenges, what it means for founders and investors, and hear their bold sports predictions for the year! 🔔 Subscribe for expert insights and hit the bell to stay ahead in the PE world! Key Topics Covered: -Interest Rates & Private Equity Strategies: How rising rates affect leverage, deal-making, and refinancing. -AI's Role in Labor and Operations: Will AI replace jobs or create new opportunities? -Deglobalization's Impact: Tariffs, supply chain shifts, and reshoring trends in manufacturing and services. -2026 Sports Predictions: Super Bowl, College Football, and more! ============================== 🎙 Podcast – Strategies, PE 101 & witty banter 📚 Book – On‑Ramp to Exit, full deal life cycle 🛠 Resources – Free templates, guides, tools 🔗 LinkedIn – Follow us for fresh PE insights ================================ Who Are We? Three insiders. One mic. All things private equity — explained. Hi 👋 We’re Ed, Rory, and Emily — a CEO, a CFO, and a Chief of Staff — here to demystify the world of private equity. Between us, we’ve sat in the founder’s chair, run PE‑backed companies, and worked on the deal side, so we know the wins, the pitfalls, and the jargon (and we’ll explain it). Through the Private Equity Experience Podcast, our book On‑Ramp to Exit, and a library of free tools and templates, we share real‑world stories, practical strategies, and insider insights to help you navigate every stage of the PE journey — whether you’re leading a portfolio company, joining a deal team, considering PE, or just PE‑curious. 🔗Connect with Ed 🔗Connect with Emily 🔗Connect with Rory

    36분

  8. 2025. 12. 25.

    Private Equity Unpacked: Lessons from Writing "On Ramp to Exit"

    Dive into the world of private equity with hosts Rory Liebhart, Emily Sander, and Ed Barton! In this episode of The Private Equity Experience Podcast, the trio discusses their groundbreaking book On Ramp to Exit—a no-nonsense guide to navigating PE transactions, avoiding pitfalls, and preparing for the future. Learn why they wrote the book, their personal stories from the trenches, and their predictions for AI’s impact on private equity in 2026. Whether you’re a founder, investor, or curious professional, this episode is packed with actionable insights. Don’t miss their plans for live case studies and guest interviews! 🔔 Subscribe for more PE wisdom and to stay updated! Key Topics Covered: The creation and purpose of On Ramp to Exit Why private equity can be a partner, not a predator Must-know steps for founders entering PE deals How AI is reshaping private equity in 2026 Future podcast plans: case studies, guest experts, and Q&A ============================== 🎙 Podcast – Strategies, PE 101 & witty banter 📚 Book – On‑Ramp to Exit, full deal life cycle 🛠 Resources – Free templates, guides, tools 🔗 LinkedIn – Follow us for fresh PE insights ================================ Who Are We? Three insiders. One mic. All things private equity — explained. Hi 👋 We’re Ed, Rory, and Emily — a CEO, a CFO, and a Chief of Staff — here to demystify the world of private equity. Between us, we’ve sat in the founder’s chair, run PE‑backed companies, and worked on the deal side, so we know the wins, the pitfalls, and the jargon (and we’ll explain it). Through the Private Equity Experience Podcast, our book On‑Ramp to Exit, and a library of free tools and templates, we share real‑world stories, practical strategies, and insider insights to help you navigate every stage of the PE journey — whether you’re leading a portfolio company, joining a deal team, considering PE, or just PE‑curious. 🔗Connect with Ed 🔗Connect with Emily 🔗Connect with Rory

    30분
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5
최고 5점
6개의 평가

소개

Demystify the world of private equity with insider knowledge. Join hosts Ed Barton, Rory Liebhart, and Emily Sander - seasoned professionals who have worked from all angles as C-suite leaders, private equity managing directors, and investors. In this podcast, they break down complex private equity concepts into everyday language. You'll gain a clear understanding of the PE landscape, key players, and market dynamics. Expect practical insights on deal-making, growth strategies for founders and management teams, and exit strategies. Plus, hear real-world examples and real-time breakdowns of trending news stories. Whether you're a seasoned pro or just starting out, considering selling your company to a private equity firm, or simply curious about this lucrative world, this podcast will help you navigate the private equity landscape with confidence.

정보

  • 제작진
    Ed Barton, Rory Liebhart, and Emily Sander
  • 방송 연도
    2024년 - 2026년
  • 에피소드
    34
  • 등급
    전체 연령 사용가
  • 저작권
    © 2026 Private Equity Experience
  • 웹사이트 보기
    Private Equity Experience

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