Private Equity Value Creation Podcast

How To SaaS
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Get behind-the-scenes access to the minds shaping the world of Private Equity, hear captivating stories about transactions and investments, and learn about the innovative approaches leading investors, operators, advisors and bankers employ to drive sustainable growth and create enterprise value. https://www.howtosaas.com/pevaluecreation

  1. 20H AGO

    Ep. 88: Eliot Kerlin, Broadwing Capital | Building Value in the Lower Middle Market with an Operational Playbook

    On this episode Shiv interviews Eliot Kerlin, Co-Founder of Broadwing Capital, to explore how PE firms can create value in the lower middle market by combining a systematic playbook with deep operational resources. Eliot explains Broadwing’s five-part framework—from fortifying the foundation and scaling for growth to talent development, stakeholder impact, and exit preparation—and how their ops team works side by side with management to implement change. He also shares how to prioritize initiatives when resources are limited, why investing in human capital is critical to execution, and how building long-term relationships creates lasting advantages in private equity. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

    37 min

  2. AUG 28

    Ep. 87: Michael Wilkins, Shamrock Capital | How Sector Focus Impacts Deal Flow and Growth

    Shiv interviews Michael Wilkins, Partner at Shamrock Capital, to explore the opportunities PE firms can unlock through deep expertise in sectors including media, entertainment and sports. Michael explains how industry focus and long-term networks translate into proprietary deal flow, why value creation plans need to be tailored to each company rather than run from a single playbook, and how to balance partnership with hands-on support. He also shares how firms can approach AI in practical, incremental ways—turning it from a perceived threat into a tool for margin expansion and growth.

    45 min

  3. AUG 21

    Ep. 86: How To SaaS Team | Turning Marketing into a Growth Engine for PE-Backed Companies

    In this episode, Shiv Narayanan sits down with members of the How To SaaS client services team to talk about the most common marketing challenges inside PE-backed portfolio companies—and how to solve them. Chief Client Officer Farhad Chikhliwala, VP of Marketing Taylor Moore and Director of Marketing Tatiana Morand discuss why poor tracking and misaligned spend can drain ROI, how to prioritize the right order of operations for go-to-market, the role of the CMO as a “custodian of investment” and how to align team structure with the investment thesis. Tune in to hear about overlooked growth levers like upsell and cross-sell, how to find 20–40% efficiency in existing spend and how to balance AI adoption with the marketing fundamentals that still drive enterprise value.

    54 min

  4. AUG 14

    Ep. 85: Brian Boorstein, Granite Creek Capital Partners | Using Flexible Capital Structures to Unlock Growth

    Shiv interviews Brian Boorstein, Co-Founder and Partner at Granite Creek Capital Partners.  On this episode, Brian shares how to leverage flexible investment structures to unlock growth in lower middle market companies. Learn about the importance of aligning capital, talent and opportunity, and hear about how rigid investment mandates can cause PE firms to miss out on high-potential businesses.

    36 min

  5. AUG 7

    Ep. 84: Garrett Marsilio, Delta-v Capital | Creating Liquidity Through Secondaries in Tech

    Shiv interviews Garrett Marsilio, Partner at Delta-v Capital.  On this episode, Garrett dives deep into the evolving landscape of secondaries in private markets. Learn how secondary investments are creating new liquidity pathways for venture-backed companies and why this is becoming a preferred strategy. Hear about adding post-investment value through targeted operational support and Delta-v Capital’s unique ‘flight plan’ approach.

    34 min

  6. JUL 31

    Ep. 83: Kade Thomas, Emory Oak Partners | Scaling Service Businesses with a Long-Term Approach

    Shiv interviews Kade Thomas, Founder & CEO of Emory Oak Partners. On this episode, Kade explains how his firm grows service businesses. Learn about a proven approach to building companies from the ground up, integrating acquisitions, using centralized teams to handle shared services and using data to guide marketing and cross-selling strategies.

    41 min

  7. JUL 24

    Ep. 82: Amanda Good, Searchlight Capital Partners | Turning Good Businesses Into Great Investments

    Shiv interviews Amanda Good, Partner and Head of Value Creation at Searchlight Capital Partners.  In this episode, Amanda shares practical strategies to transform good companies into great ones through operational excellence, team enhancements, and a disciplined planning process. Learn how to balance quick-win initiatives with longer-term strategic plays, the importance of linking value creation plans directly to EBITDA impact, and how to overcome resource constraints through talent planning and external partnerships. Plus, find out why smaller, highly experienced value creation teams can often outperform larger ones by staying close to the investment thesis and company leadership.

    39 min

  8. JUL 17

    Ep. 81: Andrew Weinberg of Brightstar Capital on Blending AI with Traditional PE Strategies

    Shiv interviews Andrew Weinberg, Founder, CEO & Co-Chair at Brightstar Capital Partners. On this episode, Andrew talks about transforming traditional private equity through an “invest and operate” or ”us and us” model. Learn how AI is becoming an integral value creation lever alongside traditional strategies and about practical examples of applying this technology to industries like auto auctions and roofing. Hear about the importance of preserving institutional memory, empowering teams, and balancing growth with operational discipline.

    35 min
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Get behind-the-scenes access to the minds shaping the world of Private Equity, hear captivating stories about transactions and investments, and learn about the innovative approaches leading investors, operators, advisors and bankers employ to drive sustainable growth and create enterprise value. https://www.howtosaas.com/pevaluecreation

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