The LAB: Value Creation in Private Equity Resourcive x Lancor

In this episode, Jon Lemelman joins us as we explore AI's transformative role in private equity.

We explore how AI is reshaping tasks like market research, replacing old-school methods with fast, data-driven insights.

Jon shares key strategies for integrating AI successfully, stressing the importance of clear problem-solving and secure data handling.

Discover the future of AI in private equity, from streamlining diligence processes to enhancing value creation.

Jon offers expert advice on navigating these changes, ensuring your firm stays ahead in today's competitive landscape.

In this episode, The LAB hits the road! Join Scott down in Baltimore with Kevin McAllister, Founder of Access Holdings, as they discuss a wide range of topics:


Revolutionary strategies redefining entrepreneurship and partnership in the middle market
Deep market insights and cutting-edge technology utilization driving enduring value
The ACE program: Developing leaders and fostering growth
Data-driven decision-making for long-term success

In this episode with Paul Swaney, Managing Partner of Swaney Group Capital, Paul shares actionable insights on value creation and business transformation. From the urgency of strategic onboarding to the establishment of a robust governance structure, Paul delves into his methodology of taking the guess-work out of business transformation. Whether you're a seasoned investor or new to the field, this podcast provides valuable strategies for driving success and maximizing returns.

In this episode, Nick and Scott are joined by Nadim Malik, CEO and Founder of SPS by Bain & Co, an information services firm that helps private equity firms, lenders, and M&A advisors and service providers optimize their business development effectiveness.

The discussion centers on the transformative role of data in the Private Equity world and how value creation starts at deal sourcing.

Nadim founded SPS in 2009 after six years in the business development group of American Capital, where he successfully created and managed distinctive market research tools, analytics, reporting and processes that drove the firm’s deal origination, investor development, and strategic growth.

In this episode, Nick and Scott are joined by Ray Carey, Operating Partner at Level Equity.


The discussion revolves around the role of an operating partner, the challenges of being a CEO, and the importance of transparency and data in achieving successful outcomes.

Ray shares insights from his experience as a CEO and an operating partner, emphasizing the need for a customized approach to each company's unique challenges.


Ray was a three-time CEO and a private equity investment partner, before joining Level Equity to be the Head of NextLevel Operations.

As Head of the NextLevel Operations team, Ray’s primary role is to accelerate portfolio company growth by supporting their CEOs. 

We are excited to release our #LIVE event recording with three of the leaders in Private Equity Technology Value Creation as a podcast episode.


Steven Faas, Operating Partner - Technology at Apollo
Cory Eaves, Partner at BayPine
Robert Sears, Principal at The Carlyle Group

Our panel shared their thoughts and experience driving value creation initiatives across leading portfolios, and covered topics like:


Best practices, challenges, and lessons learned around driving portfolio adoption in technology value creation 
Creating a playbook and partner ecosystem – where to start 
Navigating IT talent and change management
Current trends and what to expect in 2024

Considerable time was allotted for Live Q&A for the audience.

Hope you enjoy and we look forward to the next one!