Trust Over Transactions: The Heart of Private Equity (w/ Nori Welles-Gertz, ParkerGale)
ParkerGale Principal Nori Welles-Gertz sits down with Cass to discuss her transition from management consulting into lower middle market private equity. She sh…
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Private Equity podcast summaries.
Deals, funds, operators, and the people who run them. Dry Powder, Capital Allocators, How I Invest, M&A Science, Private Equity Funcast, and more. Covering Acquiring Minds, Acquisitions Anonymous, Capital Allocators, Dry Powder, Fund Shack, How I Invest, Karma School of Business, M&A Science and more.
104 episodesin private equity
462 articlescovered
462 articlescovered
The AI Opportunity in 'Boring' Businesses w/ Brookfield’s Anuj Ranjan
Brookfield Private Equity CEO Anuj Ranjan joins Hugh MacArthur to discuss why the most significant AI-driven value creation is happening in traditional, under-…
Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)
Tracy Britt Cool, co-founder of Kanbrick and former key deputy to Warren Buffett at Berkshire Hathaway, shares the lessons she learned transitioning from inves…
$2 Trillion Investor on AI Portfolio Risk, Finding Top Funds, and Preparing for a Downturn
Tim McCusker, President of institutional investment consulting firm NEPC, joins David Weisburd to discuss managing approximately $2 trillion in advisory assets…
Why debt discipline matters as infrastructure’s definition expands
IFM Investors' David Cooper and Solas Capital's Sebastian Carneiro analyze how rapid fundraising growth is pushing sponsors to stretch the boundaries of infras…
Dead Deals, Late Surprises: Real M&A Horror Stories
Kison Patel curates real-world M&A horror stories collected from corporate development leaders, private equity practitioners, attorneys, and advisors. The epis…
Nelson Mills on Building a $100 Billion Company, the China Threat, and the Future of War
Nelson Mills, founder and CEO of Vatn Systems, joins David Weisburd to discuss why undersea autonomy has lagged aerial drones and how Vatn is building low-cost…
Building a Med Spa Roll-Up from Scratch (w/ Amanda Blank, Founders Beauty Group)
Amanda Blank joins host Cass Seibble to discuss how she founded Founders Beauty Group, a multi-location med spa roll-up platform. Blank breaks down the complex…
Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
Erlina Yeo Terwelp, Managing Director at Columbia Investment Management Company, discusses her evolution as an allocator from investment banking, private equit…
Why the Next Trillion-Dollar Startup Won’t Be a Software Company
Leo Polovets, General Partner at Humba Ventures and co-founder of Susa Ventures, discusses why artificial intelligence is commoditizing software and shifting v…
The Exit Playbook: Safe landings when exits stall
Industry leaders across private equity share battle-tested strategies for recovering when a portfolio company exit process falters or stalls. Operating partner…
The Deal Closed. Now What?
Paul Stanzic and Ryan Milligan of ParkerGale Capital discuss the critical transition from deal diligence to active portfolio company ownership during year one.…
John Borthwick on AI Agents, the Death of Apps, and the Future of Software
Betaworks founder John Borthwick joins David Weisburd to discuss how artificial intelligence is transforming early-stage technology investing and startup build…
They Don't Teach You This in IB Training (w/ Katie Yuan, Hg Capital)
Liz Shu speaks with Katie Yuan, private equity associate at Hg in London, about transitioning from investment banking at JPMorgan to B2B software investing. Th…
What Steve Jobs Taught Me About Great Founders
Steven Rosenblatt, General Partner at Oceans, shares leadership and operational lessons from working closely with Steve Jobs following Apple's acquisition of Q…
Building the Total Portfolio at Ontario Teachers – Stephen McLennan (EP.518)
Stephen McLennan, Co-Chief Investment Officer of Ontario Teachers' Pension Plan, discusses managing asset allocation for the $300 billion fund responsible for…
The Exit Playbook: The human key to exits
Private equity leaders discuss why managing human capital is the decisive factor in executing successful exits. The conversation covers continuous re-underwrit…
The Infrastructure Opportunities Hiding in Plain Sight w/ NOVA Infrastructure’s Allison Kingsley and Chris Beall
NOVA Infrastructure co-founders Allison Kingsley and Chris Beall join host Hugh MacArthur to discuss investing in the underserved lower middle market infrastru…
Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)
Charlie Rose, Global Head of Real Estate Credit at Invesco, discusses managing an $85 billion platform through a disciplined 'credit over yield' and property-f…
Ardian: ‘We’ve been less shy on factoring growth into our business plans’
Bruno Alves interviews Marion Calcine, Chief Investment Officer at Ardian Infrastructure, about the surging institutional LP demand for European infrastructure…
Will Robbins on Elon Musk, AI & the Future of Silicon Valley
Robbins Capital founder Will Robbins joins David Weisburd to explore how AI-driven software generation and shifting market dynamics are reshaping early-stage v…
Why This 22-Year-Old Founder Chose Defense Over Silicon Valley
Ethan Thornton, founder and CEO of defense technology company Mach Industries, joins host David Weisburd to discuss dropping out of MIT, scaling Mach from earl…
11 Years as a PE-Backed CFO: What Sponsors Actually Want (w/ Jon Apter, Accordion)
Jon Apter, CFO of Accordion, joins Devin Mathews to discuss his career transition from investment banking and private equity into leading finance at a fast-gro…
The Vendor Trap That Derails Corporate Carve-Outs
Cooley partner Danielle Fortier breaks down the structural and operational mechanics behind corporate carve-outs, explaining why vendor contracts and shared sy…
The mid-market advantage: Higher returns, easier exits?
Mac Bell of Fengate Asset Management and Sam Lissner of Ridgewood Infrastructure discuss why mid-market infrastructure funds outperform large-cap peers and nav…
How a College Point Guard Built a PE Career (w/ Brogan Magnarelli, Riverspan Partners)
Brogan Magnarelli, Principal at Riverspan Partners, joins Cass to discuss her non-linear journey from Harvard point guard and tech product manager to leading p…
Nnamdi Okike on Billionaires, Founder Psychology & the Venture Capital Bubble
Nnamdi Okike, co-founder and managing partner of 645 Ventures, explains how his firm turns early-stage venture capital into a quantifiable science rather than…
Private Equity Software Investing with Adi Filipovic
Adi Filipovic, Managing Director at Resurgens Technology Partners, joins Sean Mooney to discuss his journey from Bosnian refugee and college athlete to softwar…
Doug Beyer on Raising Capital, LP Psychology & GP Stakes
Douglas Beyer, founder and managing partner of Roaring Brook Holdings, joins host David Weisburd to break down the mechanics of GP seeding, anchor capital, and…
How Jerry Cedicci Buys a Business With No Down Payment
In this episode, Kison Patel continues his conversation with his former mentor, entrepreneur and real estate developer Jerry Cedicci. Cedicci shares his dealma…
Relationships are the Atomic Unit of Deal Flow (w/ Ken Fine, CEO of Affinity)
Devin Mathews sits down with Ken Fine, CEO of Affinity, to discuss how relationship intelligence and AI are transforming deal sourcing in private capital. They…
Why AI Will Destroy Traditional Business Moats
SC Moatti, Managing Partner at Mighty Capital, breaks down how artificial intelligence is disrupting established tech moats, venture capital dynamics, and ente…
The Exit Playbook: Right-timing the exit
Private equity leaders examine the complex decision-making and operational discipline required to time an exit successfully in a constrained liquidity environm…
Nancy Zimmerman – People, Process, and Fixed Income Arbitrage at Bracebridge (EP.517)
Nancy Zimmerman, co-founder and Managing Partner of Bracebridge Capital, discusses her multi-decade career in fixed income arbitrage, from learning options pri…
Private Equity: What Institutional LPs Really Want | John Renkema
Former APG private equity head John Renkema joins Ross Butler to dissect institutional portfolio construction, manager selection, and LP-GP dynamics. Renkema a…
BluWave at 10: A Private Equity Founder's Origin Story
In this 10th-anniversary retrospective, BluWave founder and CEO Sean Mooney reflects on his journey from 120-hour investment banking workweeks to private equit…
How AI is Changing the Private & Public Markets
Warren Gibbon, Chief Investment Officer of a multi-family office at BFA, joins David Weisburd to analyze why investors must re-underwrite private market expect…
The Man Who Taught Kison Patel to See M&A Opportunities
Kison Patel interviews his former mentor, real estate developer Jerry Cedicci, tracing how Cedicci went from being an orphaned immigrant in Chicago to building…
The Man Who Taught Kison Patel to See M&A Opportunities
In this episode, real estate developer Jerry Cedicci shares his journey from growing up in the French state orphanage system to developing hundreds of millions…
AlphaSense’s Chris Ackerson on AI, Wall Street & the Future of Finance
Chris Ackerson, SVP of Product at AlphaSense, joins David Weisburd to discuss the transformation of financial research and investment banking through AI. They…
Diminishing Returns to Scale in Private Equity (w/ Andrew Akers, PitchBook)
PitchBook's Andrew Akers joins Devin Mathews to discuss the quantitative research behind 'Diminishing Returns to Scale' in private equity buyout funds. They ex…
Building Your 2027 AI Budget (w/ Justin D’Onofrio, Accordion)
Devin Mathews speaks with Justin D’Onofrio, Managing Director at Accordion, about how private equity-backed CFOs and FP&A teams should approach budgeting for a…
Goldman Sachs’ Michael Bruun on AI, Private Equity & The War for Talent
Michael Bruun, Partner and Global Co-Head of Private Equity at Goldman Sachs Asset Management, breaks down the core middle-market investment playbook in a norm…
AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515)
Ted Seides interviews eight chief investment officers and senior allocators—ranging from solo single-family offices to multi-billion-dollar sovereign and pensi…
Looking Beneath the Private Credit Headlines w/ Ares' Kipp deVeer
Ares Management Co-President Kipp deVeer sits down with Hugh MacArthur to address negative headlines surrounding the private credit market and evaluate portfol…
$23B Investor on Warren Buffett, Compounding & Playing the Long Game
American Securities co-founder and CEO Michael Fisch joins host David Weisburd to discuss the evolution of private equity from sub-billion-dollar leveraged buy…
Michael Green on Peter Thiel, SpaceX, and Inefficient Markets
Macro strategist Michael Green discusses how the structural rise of passive investing and systematic capital flows have fundamentally distorted market efficien…
Why M&A Integration Fails Without Leadership Enablement
Kim Jones, an HR M&A director with extensive experience at Microsoft and ServiceNow, explains why post-close integration failures stem from a lack of leadershi…
Private Equity Ethics: Beyond ESG Box-Ticking
Ross Butler sits down with Ethics Insight founder Rupert Evill to explore why standard ESG compliance and due diligence checklists fail private equity investor…
$242B Investor on AI, Market Bubbles & How the Best Investors Build Portfolios
Peter Hecht, Managing Director at AQR Capital Management, explains how systematic quantitative investing relies on disciplined diversification across thousands…
Understanding Management Equity: What PE CEOs Should Know
Paul Stansik and Ryan Milligan break down how private equity management equity pools actually work, detailing the mechanics of waterfalls, profits interests ve…
Critical Load: What’s next for data centres and AI?
In the finale of the 'Critical Load' miniseries, leading infrastructure investors evaluate data center unit economics, return profiles, and platform exit mecha…
Why ‘smoke and mirrors’ won’t cut it during fundraising
Abbott Capital managing director Young Lee and Ridgemont Equity Partners managing partner Jack Purcell discuss the challenging private equity fundraising lands…
Parker Gals: Angela McCoy, May River
Angela McCoy, Managing Director at May River, joins Cass to discuss her career path from leveraged finance during the 2008 financial crisis to family office in…
Private Equity Growth with Akoya’s Carr Preston
Carr Preston, Managing Director at Akoya Capital, joins host Sean Mooney to discuss how private equity firms evaluate founder-owned businesses and drive long-t…
What 30,000 Founder Meetings Taught Me About AI, Judgment & the Top 0.1%
Byron Ling, Partner at Twelve Below, shares insights from participating in roughly 30,000 founder meetings over the past decade. He and host David Weisburd dis…
What's Wrong in Private Equity (w/ Lee McCabe)
Devin Mathews and Paul interview Lee McCabe, founder of Claymore Partners, about the structural shift required in private equity as multiple expansion and chea…
Notre Dame’s Former CIO on Sequoia, Venture Capital & Concentration
Former University of Notre Dame Chief Investment Officer Scott Malpass reflects on his 32-year career growing the university's endowment from $400 million to o…
Defense CEO on Elon Musk, Hypersonic Missiles & the Future of Defense
Bryon Hargis, co-founder of Castelion, joins David Weisburd to discuss revitalizing America's defense manufacturing capacity through mass-producible hypersonic…
We Signed the LOI. Then the Buyer Cut the Deal Nearly in Half
Praveen Ghanta, founder of HiddenLevers, joins Kison Patel to detail how his company navigated a high-stakes sell-side acquisition by Orion Advisor Solutions.…
Where AI Is (and Isn’t) Creating Value
Host Hugh MacArthur convenes leading private equity investors from Vista, Hg, Advent, CVC, KKR, and Apollo to evaluate where artificial intelligence is driving…
Parker Gals: Caroline Carman, RallyDay Partners
In this episode of the Parker Gals segment, host Liz Xu speaks with former JPMorgan colleague Caroline Carman, Senior Associate at RallyDay Partners. They disc…
$31B Investor on AI Infrastructure, Private Equity, and Secondaries
Stuart Waugh, Managing Partner of Northleaf Capital Partners, joins David Weisburd to discuss how the AI boom is creating an unprecedented bottleneck in power…
$20B Investor on Risk, Uncertainty & Adaptability
In this episode, investor Alec delves into his investment philosophy, distinguishing between pricing risk and uncertainty to gain an edge in markets. He shares…
Parker Gals: Maggie Pugel
Maggie Pugel, a VP at Frontenac, discusses her career transition from equity research to private equity, emphasizing the value of non-traditional paths and con…
Private Equity Value Creation with Clarion’s Jon Haas
Jon Haas, Managing Director of Portfolio Transformation at Clarion Capital, joins Sean Mooney to discuss how private equity has shifted from financial engineer…
How SS&C Protected Founder Ownership Through 100 Deals
Bill Stone, founder and CEO of SS&C Technologies, discusses how he scaled the company through nearly 100 acquisitions while maintaining meaningful founder owne…
Ben Black on Why Venture Capital Is Broken, the Rise of Secondaries, and Taking VC Public
Benjamin Black, founder of Akkadian Ventures and Powerlaw Corp. (Nasdaq: PWRL), joins David Weisburd to discuss the structural breakdown of traditional 10-year…
Exits, AI and Asking 'What’s Next?' w/ Advent International's John Maldonado
Advent International Managing Partner John Maldonado joins Bain's Hugh MacArthur to discuss navigating longer holding periods, harder exit markets, and GP-LP a…
AI in M&A Legal Work: What It Gets Right and What It Gets Wrong
Kison Patel and Aaron Binstock of Cooley discuss the practical integration of AI into M&A legal work, detailing how the firm leverages AI for efficiency in dra…
Another False Start: PitchBook's H1 2026 Private Equity Data (w/ Steven Buibish)
Devin Mathews (ParkerGale) and PitchBook's Steven Buibish discuss the H1 2026 US private equity market, highlighting a 'false start' to the year. They delve in…
Why Every VC Is Suddenly Investing in Defense
This episode explores the rapid surge in venture capital interest in defense technology. David George, founder of Marq, discusses the geopolitical, economic, a…
Ares Investor on Data Centers, Investing Moats & Lessons Learned
This episode features David Weisburd and Ares investor Joel, who explore Ares' investment approach to data centers and the underlying credit-like structures. T…
This VC Firm Is Being Run by AI Agents
David Weisburd interviews Nikhil about Footwork, a venture capital firm uniquely built from the ground up to be AI-native. They discuss how AI agents automate…
Private Capital in Brazil: Where Are the Best Opportunities? | Tim Chamberlain, Brunel Partners
Ross Butler and Tim Chamberlain discuss the unique opportunities and challenges of private capital investment in Brazil. They explore why private markets might…
Why Most Venture Capital Firms Aren't Built for AI
Andre, an investment professional at Earlybird, discusses his journey into venture capital and how his machine learning background influenced the firm's approa…
Private Equity Deal Sourcing with Audax’s Dave Santoni
Dave Santoni, Managing Director at Audax Private Equity, joins Sean Mooney to discuss Audax's strategic approach to deal sourcing, add-on acquisitions, and ver…
Cross-Border Acquisitions: The Back-Office Work Nobody Budgets For
Jennifer Lipshultz, Senior Director of M&A Integration at ECI Software Solutions, discusses the complexities of cross-border acquisitions, focusing on the ofte…
Lauren Hochfelder: Investing Behind Structural Demand in Real Assets
Lauren Hochfelder, Global Co-Head of Real Assets at Morgan Stanley, discusses her 26-year career journey at the firm, the evolution of their real estate and in…
Michelle Knudsen: How She Rebuilt NYU's $8B Endowment in Two Years
The episode features an in-depth conversation with Michelle Knudsen, who discusses her career journey, including formative experiences at Goldman Sachs and Par…
Luis Laboy: Why Every Market Is Now an Emerging Market | Hewlett Foundation
The episode features Luis Laboy, a director of public equities at Hewlett Foundation, discussing his career path from mechanical engineering to emerging market…
What Buyers Want and Why M&A Pitches Keep Missing It
Kison Patel, host of M&A Science, interviews Andrew Morbitzer, VP of corporate development at Life 360, about why M&A deals frequently fail and how pitches oft…
Why Only a Handful of Venture Capital Firms Will WIn
Aram Verdian, partner at Accolade Partners, discusses his thesis that venture capital is becoming a winner-take-all market, with less than 1% of firms consiste…
From Sales Rep to $4B GTM Leader: The Playbook for Building Sales Teams (w/ Sam Levy of NetSuite)
This episode features Sam Levy, Head of Go-to-Market Strategy and Execution at NetSuite, discussing his career path from a college telemarketer to leading a $4…
Frank Danieli – Roadmap for Private Credit from Australia
Frank Danieli, from MA Financial Group, details the unique evolution of private credit in Australia and the broader APAC region, characterized by a wider defin…
M&A Playbook for High-Volume Acquisitions
Sean Rodri, an M&A and corporate development consultant with over 220 acquisitions, shares his practical operating model for scaling high-volume M&A programs.…
Why Billionaires Quietly Abandoned 60/40
This episode features Scott Abu Khair, CIO of Pinkus Capital Management, who discusses the complexities of calculating after-tax returns and how traditional in…
Dambisa Moyo on the Chevron and Starbucks Boards — and Investing a Family Office
Dambisa Moyo shares insights from her multifaceted career, including her roles on global corporate boards, in the House of Lords, and managing a family office.…
Who Will Actually Make Money From AI?
Lucas Swisser, co-head of growth investing at CO2, discusses where value will accrue in the AI stack, between foundational models and application layers. He ch…
Escaping the J-Curve in a $700k SDE Ecom Business | Chris Farkas Interview
Chris Farkas acquired emergencykits.com a year and a half ago, an e-commerce business selling emergency preparedness kits primarily to institutions. He recount…
After Interviewing $10 Trillion of Investors, Here’s What I Learned
In this unique episode, David Weisburd takes the guest seat to discuss his core belief that relationships, brand, and access compound more effectively than fin…
Financial Modeling Will Never be the Same (w/ Tarun Amasa of Endex)
This episode explores the transformative impact of AI on private equity and banking workflows, featuring insights from Caroline Phipps of Parker Gale and Tarun…
How to Outbid PE Without Overpaying
Kison Patel speaks with Jeremy Segal, EVP of Corporate Development at Progress, about their M&A strategy focused on doubling revenue every five years through i…
Pat Dorsey: The Nuances of Investing in Moats (Capital Allocators, EP.509)
Pat Dorsey, founder of Dorsey Asset Management, discusses the evolution of his investment philosophy from his time at Morningstar to building his own concentra…
Never Worked Harder, Never Been Happier | Gina Rosen Interview
Gina Rosen shares her journey of transitioning from a 20-year corporate IT career with a high salary to acquiring Seasons Jewelry, a wholesale jewelry business…
How One Small Factory Built a Business Around Hot Rods and NASCAR
Mills Snell and Heather Endresen analyze the acquisition of a 54-year-old Northern California high-performance exhaust component manufacturer. They delve into…
Career Consultant Who Bought a 7-Figure Manufacturer | Paul Callahan Interview
Paul Callahan, a former management consultant at top firms, shares his journey into entrepreneurship through acquisition (ETA) by purchasing Metro Metalworks,…
The Pirate Liquor Store Making $300K a Year
This episode delves into the analysis of a unique pirate-themed liquor store in Anchorage, Alaska, boasting $306K in Seller's Discretionary Earnings. The hosts…
Private Equity in 2026: Why “12 is the new five” | Bain & Company | Fund Shack Ep. 89
This episode delves into Bain & Company's 2026 Private Equity report, revealing that firms now need 12% EBITDA growth to match past returns, a phenomenon dubbe…
Private Equity is Coming For Your 401(k) (w/ PitchBook’s Nizar Tarhuni)
This episode discusses the increasing push to allow retail investors, particularly through 401(k)s, to invest in private assets. Nizar Tarhuni from Pitchbook p…
They Want $1.6M for a Marching Band Business?!
This episode analyzes a high-priced marching band equipment manufacturing business for sale, scrutinizing its valuation against its niche market and operationa…
How One Bowling Alley Made Millions Through COVID
This episode delves into the analysis of a Charlotte-based modern bowling alley and entertainment venue, Queen Park Social, which posted impressive financials…
Trinity Wall Street's Nicholas Csicsko: How Transparency Survives a 50% Drawdown
This episode features Nicholas Csicsko of Trinity Wall Street, who discusses his unique transition from a music career to investment allocation. Csicsko shares…
Growing a $5m Metal Business 40% in Year 1 | Caleb Standafer Interview
Caleb Standafer discusses his transition from a tech career to acquiring and growing Springfield Tool & Die, a 100-year-old machine shop. He shares his unique…