Private Equity Value Creation Podcast

Nov 18 2024 55 ep. 42 mins 8

Private Equity Value Creation Podcast artwork

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

Copy RSS

Subscribe on Podcast Addict

Ep. 55: Inovia Capital Panel | Making Acquisitions A Success From the People, Cultural, and Technical Side

Nov 18 2024 39 mins

Shiv interviews Krista Skalde, Chief Talent Officer Partner at Inovia Capital, Meryl Almeida, Director of Corporate Development at Inovia Capital, and Kory Jeffrey, Principal & VP, Technology at Inovia Capital. In this episode, Krista, Meryl, and Kory share how they evaluate acquisitions, how to create value from a corp dev perspective, and how to merge corporate cultures. Lear

Ep.54: Aldy Keene, Loyalty Research Center | The Importance of Customer Loyalty for Portcos

Nov 11 2024 41 mins

Shiv interviews Aldy Keene, CEO at Loyalty Research Center. In this episode, Aldy shares how to evaluate the quality of relationships to understand how loyal a company’s customer base really is, and how both founders and investors can use that data to create value. Learn why companies should spend more time analyzing their customer base, how to find which segments are truly their

Ep.53: Randy Garg, Vistara Growth | Leveraging Growth Debt as an Alternative Means of Funding

Nov 04 2024 33 mins

Shiv interviews Randy Garg, Founder and Managing Partner at Vistara Growth. In this episode, Randy explains the situations in which debt is a viable avenue for funding companies, how growth debt differs from growth equity, and how to decide which is right for your company. Learn what the targeted returns are on these types of investments and the role of debt in the current market.

Ep.52: Tim Strickland, Summit Partners | Fostering a Culture of Data, Accountability and Alignment

Oct 28 2024 41 mins

Shiv interviews Tim Strickland, Advisory Partner at Summit Partners. In this episode, Tim draws on his experience as CRO of Zoom Info and in leadership roles at large martech companies to discuss what it takes to build and grow multi-hundred and billion-dollar go-to-market organizations. Learn what metrics are important to track to keep everyone aligned with the company’s growth

Ep.51: Brian Neider, Lead Edge Capital | How Boards Can Add Value to Portcos

Oct 21 2024 52 mins

Shiv interviews Brian Neider, Partner at Lead Edge Capital. In this episode, Shiv and Brian discuss best practices for building boards and what board members can do to add value to portfolio companies. Learn how to guide a business as a board member once you’ve invested in a company, what the changes to the financial markets mean for PE firms, and how they can source better deals

Ep.50: Jeff Standridge, Innovation Junkie | Seven-Domain Diagnostic For Strategic Growth

Oct 14 2024 44 mins

Shiv interviews Jeff Standridge, Managing Director at Innovation Junkie. In this episode, Jeff shares his framework for a strategic growth plan and how his firm conducts an introductory diagnostic based on seven domains. Jeff discusses some of the best practices within those domains and the questions you can use to determine how senior leadership views each area. Plus, learn how th

Ep.49: Paul W. Swaney III, Swaney Group Capital | Creating Value When Investing in Industrial Businesses

Oct 07 2024 57 mins

Shiv interviews Paul Swaney, Managing Director of Swaney Group Capital. In this episode, Shiv and Paul discuss how to create value when investing in industrial and manufacturing industries, and how that differs from B2B tech and software investments. Learn how Paul and his team increase capacity by looking at production lines, the impact of workplace safety, and how to increase pro

Ep.48: Peter Walker, Carta | Using Equity to Attract & Retain Employees

Oct 02 2024 38 mins

Shiv interviews Peter Walker, Head of Insights for Carta. In this episode, Peter and Shiv discuss how PE-backed companies can use equity to attract, compete for, and retain employees, as well as to grow companies and increase continuity. Plus, learn how Carta’s first-party data helps PE firms, management companies, and founders learn from industry trends and best practices, inclu

Ep.47: David Bluth, GLC Advisors | How the Market Has Shifted for SaaS M&A

Sep 30 2024 41 mins

Shiv interviews David Bluth, Managing Director of GLC Advisors. Shiv and David discuss how the tech M&A market has changed since 2021, with deal volume dropping by 45% in 2023. Learn the top reasons David sees deals fall apart in the last few years, how founders should prepare themselves as the market starts to become more active, and why PE firms are focusing on optimizing th

Ep.46: Omair Sarwar, Gearbox Capital | Matching Values with Founder-Led Companies

Sep 23 2024 36 mins

Shiv interviews Omair Sarwar, Founder & CEO of Gearbox Capital. In this episode, Omair and Shiv discuss how to vet founder-led companies to ensure they share the same values, how to build deep relationships with those founders, and the benefits of focusing on bootstrapped companies. Plus, learn how Gearbox uses offshoring to enhance their investments and how it’s a win-win-wi