Private Equity Value Creation Podcast

Mar 03 2025 63 ep. 42 mins 11

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

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Ep. 63: Brad Armstrong, LMP | Supporting Portcos With an Advisor Bench

Mar 03 2025 35 mins

Shiv interviews Brad Armstrong, Partner at Lovell Minnick Partners (LMP). In this episode, Shiv and Brad talk about LMP’s approach to supporting their portfolio companies with a robust operating partner bench, as well as how to prioritize where to allocate budget, resources, and advisors when making value creation plans. Learn about weaponizing the value creation team and other b

Ep. 62: Stephen Marks, Emmersion Capital | How to Navigate the Rewards and Risks of Nearshoring

Feb 17 2025 40 mins

Shiv interviews Stephen Marks, Managing Director, Emmersion Capital.In this episode, Shiv and Stephen discuss the benefits and challenges of nearshoring, including the economies of scaling your workforce in Latin America, onboarding and company culture, as well as macroeconomic risks and political challenges. Learn about labor arbitrage opportunities, the complexities of dealing wi

Ep. 61: Diamond Innabi, Software Equity Group | Relationships between Founders and Investment Banks

Feb 10 2025 30 mins

Shiv interviews Diamond Innabi, Principal at Software Equity Group. In this episode, Diamond shares how investment banks can help founders position their companies to increase the likelihood of transactions. Learn how successful founders think about the process of exiting, as well as how to maximize the valuation of a transaction and ensure the interests of founders and investment

Ep. 60: Shiv Narayanan, How To SaaS | Creating Enterprise Value With Marketing

Feb 03 2025 35 mins

Shiv Narayanan, Founder and CEO at How To SaaS, shares his presentation from Silicon Y’All 2024. Learn about the nine critical marketing problems most companies face, from poor gross revenue and net retention problems to not generating enough traffic or leads. Shiv also shares the five most common value creation scenarios and the four major marketing mistakes companies make.

Ep. 59: John Bailey, OneFund Investments | What To Look For in PE Operating Teams and Partners

Jan 21 2025 36 mins

Shiv interviews John Bailey, Co-Founder at OneFund Investments. In this episode, John shares how he runs his fund of funds, how he vets the PE firms they invest in, and the pros and cons of how PE firms approach operating teams. Learn about key differences between the three models for operating teams within PE firms, how to build a lean (but impactful) ops team, as well as how an i

Ep. 58: Scott Stouffer, scaleMatters | Using Data to Make Effective Go-To-Market Investments

Dec 09 2024 48 mins

This episode is sponsored by scaleMatters. In this episode, Shiv Narayanan interviews Scott Stouffer, CEO and Founder at scaleMatters, to talk all about data – data hygiene, data infrastructure, and the insights that come from data to make those important value creation decisions. Learn how scaleMatters – a firm that specializes in go-to-market analytics – reviews and audi

Ep. 57: Sean Cantwell, Volition Capital | Growing Portcos by Building the Operations Function

Dec 02 2024 40 mins

Shiv interviews Sean Cantwell, Managing Partner at Volition Capital. In this episode, Sean shares how Volition Capital’s operations teams support their portcos with the resources, tools, and frameworks they need to grow. Learn about best practices including portfolio summits, internal resource portals, and training. Hear about when it makes sense to work with generalists vs spec

Ep. 56: Jordon Kruse & Matt Wilson, Oaktree Capital | Opportunities in Special Situations Investing

Nov 25 2024 43 mins

Shiv interviews Jordon Kruse, Managing Director and Co-Portfolio Manager, and Matt Wilson, Managing Director and Co-Portfolio Manager, at Oaktree Capital. In this episode, Matt and Jordon explain their approach to special situations investing, including rescue financing transactions where they restructure the debt and balance sheet of companies. They share how they create the most

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