BDO Private Equity PErspectives Podcast-logo

BDO Private Equity PErspectives Podcast

Business & Economics Podcasts

The Private Equity PErspectives podcast serves as a forum for private equity dealmakers to discuss navigating today’s dynamic investment environment, while preparing for challenges and opportunities on the horizon. In each episode, BDO’s Private Equity practice connects with leaders in the industry to talk deal activity, fund strategies, and portfolio company optimization.

Location:

United States

Description:

The Private Equity PErspectives podcast serves as a forum for private equity dealmakers to discuss navigating today’s dynamic investment environment, while preparing for challenges and opportunities on the horizon. In each episode, BDO’s Private Equity practice connects with leaders in the industry to talk deal activity, fund strategies, and portfolio company optimization.

Language:

English


Episodes
Ask host to enable sharing for playback control

Leveraging Tech and Talent to Unlock Value in 2024

4/5/2024
On BDO’s latest Private Equity PErspectives podcast episode , Brett Hickey, founder and CEO of Star Mountain Capital, and Engin Okaya, executive managing director at Prudential Private Capital, joined host Todd Kinney to discuss:

Duration:00:42:43

Ask host to enable sharing for playback control

Talking Software Deal Trends with Thoma Bravo

1/5/2024
On BDO’s newest Private Equity PErspectives podcast episode, Mike Hoffmann, partner at Thoma Bravo, sat down with host Todd Kinney to share his outlook on the current software deal space. They discuss: Listen here: Talking Software Deal Trends with Thoma Bravo

Duration:00:39:40

Ask host to enable sharing for playback control

Merger Integration Considerations for Driving Value

11/3/2023
On BDO’s latest Private Equity PErspectives podcast episode, Laurens Goff, co-founder and managing partner at Stone-Goff Partners, and Todd Squilanti, managing director at InTandem Capital Partners, join host Todd Kinney to discuss: Listen here: Merger Integration Considerations for Driving Value.

Duration:00:44:46

Ask host to enable sharing for playback control

Partnering with Portfolio Company CFOs to Navigate Talent and Workforce Challenges

9/7/2023
On BDO’s new PE PErspectives podcast episode , Mike Weinberg, Managing Partner of Levine Leichtman Capital Partners, and Jeff Roth, Founding Partner of Bruin Capital, join host Todd Kinney to discuss: Listen here: Partnering with Portfolio Company CFOs to Navigate Talent and Workforce Challenges.

Duration:00:32:23

Ask host to enable sharing for playback control

Investing in the Undervalued and Underappreciated: U.S. Industrials

6/14/2023
On BDO’s new Private Equity PErspectives podcast episode, Nick Santhanam, CEO of Fernweh Group, and Scott Spielvogel, co-founder and managing partner of One Rock Capital Partners, join host Todd Kinney to discuss: Investment strategies:Impact of current economy:Influence of social and environmental concerns:

Duration:00:40:02

Ask host to enable sharing for playback control

Evolving the Private Equity CFO - Operating Partner Relationship

5/2/2023
On BDO’s new Private Equity PErspectives podcast episode, Michael LeTourneau, finance resource partner at Court Square Capital Partners, and Steve Siwinski, senior finance leader at Accel-KKR, join host Todd Kinney to discuss why PE CFOs need a “money-making gene” and “love of controlled chaos.” Tune in to hear their insights on: Talent challenges:The first 100 days:Scaling the approach:

Duration:00:48:28

Ask host to enable sharing for playback control

Playing Offense in a Volatile Market

3/7/2023
On BDO’s new Private Equity PErspectives podcast episode, Patrick Whitehead, Executive Director at Morgan Stanley Capital Partners, and Katie Lankalis, Vice President at LLR partners, speak to host Todd Kinney about: Private credit: Due diligence:Creative deal structures:Also hear from BDO’s Mark Houston on the refinancing market and how companies can successfully refinance in this challenging financing environment.

Duration:00:39:39

Ask host to enable sharing for playback control

Hustle Ensures Quantity and Consistency Ensures Quality

12/20/2022
On BDO’s new Private Equity PErspectives podcast episode, Matt Smith, Principal at Graycliff Partners, and Dave Affinito, Partner at Victor Capital Partners, speak to host Todd Kinney about: Deal origination: Supply chain: Regulatory oversight:Planning an exit: Also hear from Jeff Bilsky and Blake Stevens on partnership taxation issues and BDO’s Partnership Capital Account Solution.

Duration:00:30:33

Ask host to enable sharing for playback control

How the Right Investment Strategy Can Get PE through a Recession

11/23/2022
On the latest episode of BDO’s Private Equity PErspectives podcast, host Todd Kinney speaks with Justin Wender, Managing Partner at Stella Point Capital, and Rob Bosco, Managing Director of Stone-Goff Partners on how a recession could impact private equity and what they’re seeing in the GP-led secondaries market. Listen to the podcast to learn: Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a Delaware limited liability partnership and national professional services firm. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.

Duration:00:28:32

Ask host to enable sharing for playback control

What’s going on in deal origination: Perspectives from PE business development professionals

9/15/2022
On the latest episode of BDO’s Private Equity PErspectives podcast, host Todd Kinney speaks with Alice Birnbaum, Head of Business Development at BBH Capital Partners and Stephen Connor, Head of Business Development at Hamilton Robinson Capital Partners. Alice and Stephen discuss their firm’s approach to deal origination and how their investment strategies differ for their different focus industries. Listen to the podcast to learn:

Duration:00:30:14

Ask host to enable sharing for playback control

A Survey of Private Equity Fund Managers Reveals Challenges to Deal Making, ESG Focus

7/13/2022
On the latest episode of BDO’s Private Equity PErspectives podcast , we explore findings from the 2022 Private Capital Pulse Survey, which surveyed 200 fund managers on their plans for creating value, closing deals and pursuing ESG. Todd Kinney speaks with Jeremy Holland, managing partner, origination, at the Riverside Company and Matt Segal, national partner for private equity assurance at BDO. Matt, Jeremy and Todd discuss: • Why exit planning needs to start sooner than you think, given economic uncertainty • How funds are struggling to create value, due to asset price increases • How the Riverside Company has built its talent pipeline through DE&I and alternative talent sources • Why so many fund managers are shifting their focus to ESG

Duration:00:29:56

Ask host to enable sharing for playback control

New and Established Funds Talk Competition for Deals

5/19/2022
In today’s competitive deal environment, building deep and niche expertise has helped one fund manager succeed, while another – who is just starting up a new firm – has found early wins by building on his industry knowledge, tapping his network and taking on a “jack of all trades” role. In the latest episode of BDO’s Private Equity PErspectives podcast, Todd Kinney speaks with Zeena Rao, managing director at ICV partners, and Kevin Feinblum, founder and partner at AOS Capital, about:

Duration:00:26:34

Ask host to enable sharing for playback control

Inflation, ESG & Deal Makers' Secret Sauce

4/13/2022
Is ESG impacting company valuations? And can a strong ESG rating lead to improved long-term performance? Hear two different perspectives on the latest episode of BDO’s PErspectives podcast. In BDO’s latest PErspectives podcast, Todd Kinney speaks with Saba Ahmad, partner and COO at Turning Rock Partners and Michael Carter, founder and managing partner at Carter Morse & Goodrich about how PE firms can attract companies, the role banks play in guiding companies to a PE firm, the expected impacts of recently announced SEC regulations on PE firms, and what’s ahead for M&A amid an increase in interest rates.

Duration:00:27:56

Ask host to enable sharing for playback control

M&A Year in Review and Outlook for 2022

2/22/2022
In BDO’s latest PErspectives podcast, Todd Kinney speaks with Dan Lory, principal at SK Capital Partners, and Steve Hunter, managing director at TM Capital, about the shifting lifecycle, inflation, deal disruptors, workforce challenges and ESG — the trends and forces defining private equity M&A in 2022. Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a Delaware limited liability partnership and national professional services firm. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.

Duration:00:45:40

Ask host to enable sharing for playback control

PE Trends & ESG Implementation into Portfolio Companies

1/5/2022
In the newest episode of BDO’s Private Equity PErspectives Podcast, hear how PE firms are actually changing their approach. BDO’s Emily Halpern speaks with Mina Pacheco-Nazemi, managing director and co-head of funds & co-investments at Barings Alternative Investments and Karen Baum, Partner and National Market Leader for BDO Advisory Services about the four trends defining private equity ESG integration. They also talk about how emerging managers can support diverse talent and how fund managers can generate liquidity and returns for LPs.

Duration:00:32:54

Ask host to enable sharing for playback control

Risk Tops Concerns as Private Equity Races to Close Deals

12/8/2021
Private equity is getting more aggressive when it comes to deal making, thanks to the ever-competitive deal market. How is that changing tactics, both during and after acquisition? In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney speaks with Scott Hendon, BDO’s national and global leader of private equity, and Bob Snape, president of BDO Capital Advisors, to unpack what 200 fund managers said in BDO’s Fall 2021 Private Capital Pulse Survey. Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a Delaware limited liability partnership and national professional services firm. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.

Duration:00:30:18

Ask host to enable sharing for playback control

Infrastructure Investing: PE’s “Large Niche” of Opportunity

7/22/2021
Infrastructure investing has positioned itself as one of private equity’s hottest asset classes—and the opportunities in this environment are just starting to heat up. Private equity firms are playing a critical role in providing funding to rebuild the nation’s infrastructure—how should firms prepare for anticipated regulatory changes in this space? In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Andrew Schwartz, director at Stifel Financial, and Aaron Richardson, co-founder and managing partner at SMC Infrastructure Partners, who shared their insights about the role of private equity within the infrastructure space and what the future holds. During the episode’s Coffee Break, Seth Miller Gabriel, co-leader of BDO 's Infrastructure and Public-Private Partnerships Team within the Valuation Practice, discusses the value of the public-private partnership model in improving the nation’s infrastructure.

Duration:00:35:38

Ask host to enable sharing for playback control

Healthcare M&A In the Age of COVID

4/29/2021
In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Don Ritucci, managing director and head of healthcare at Oppenheimer and Co., and Jon Santemma, co-founder and general partner at Regal Healthcare Capital Partners, about healthcare M&A activity in the wake of COVID-19. During the episode’s Coffee Break, Steven Shill, partner and National Leader of BDO’s Center for Healthcare Excellence and Innovation, how healthcare organizations can properly position themselves in order to avoid restructuring or bankruptcy.

Duration:00:29:36

Ask host to enable sharing for playback control

Successful Relationship Building in Deal Making

3/11/2021
Building relationships has always been an integral part of deal making. The pandemic has made relationship-building much harder and yet, the outlook for deal activity in 2021—driven in part by founder-sellers and the expectation for a capital gains tax increase—is strong. How do firms plan to capture new deals? In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Ken Grider, managing director and head of business development at Raymond James, and Luis Zaldivar, managing partner at Avance Investment Management, about building meaningful connections in today’s deal-making environment. During the episode’s Coffee Break, Patrick Bisceglia, managing director with BDO Capital Advisors, discusses why businesses that are strategically leveraging technology— even if they are not thought of as “tech companies”— make attractive acquisitions.

Duration:00:28:56

Ask host to enable sharing for playback control

Portfolio Re-strategizing and Restructuring

12/16/2020
Private equity is hustling to get deals done before year-end, and in some cases, that means condensing the timeline. In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Daniel Schwartz, principal at CIP Capital, and Adam Gross, managing director at JEGI, about varying deal structures to help companies close deals by December 31. During the episode’s Coffee Break, Mike Stevenson, Partner and National Leader of BDO’s Accounting and Reporting Advisory Services practice, explains how the latest SPAC activity returns compare to traditional IPOs year over year.

Duration:00:37:13