James Lee on Maintaining a Smoother Deal Process through Transparent Communication and Standardizing M&A Purchase Agreements

James Lee on Maintaining a Smoother Deal Process through Transparent Communication and Standardizing M&A Purchase Agreements

Today’s Guest Today we welcome James Lee who is a partner at Proskauer Rose’s private equity/M&A group. He advises private equity firms, venture capital funds, and portfolio companies on a variety of transactions such as mergers and acquisitions, leveraged buyouts, and PE and VC investments to name a few. From 2015 to 2018, James has been nominated and has received several M&A Advisor Awards for his exceptional legal counsel. What You’ll Learn Smoother deal process through tran...

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The REAL Cost of Fear, Ego and Slow Decisions in Private Equity

The REAL Cost of Fear, Ego and Slow Decisions in Private Equity

In this episode of The Private Equity Podcast, Alex Rawlings speaks with Lesley Thomas, founder of the Money Confidence Academy, about how financial pressure, fear, and ego can affect value creation w...

18 Elo 27min

How Private Equity Firms Can Build a Scalable Go-to-Market Engine

How Private Equity Firms Can Build a Scalable Go-to-Market Engine

In this episode of The Private Equity Podcast, Alex Rawlings is joined for a second time by Brian Gustason, Fractional Operating Partner at BG Operating Advisors. Brian explains why many lower-middle-...

11 Elo 28min

Secondaries Are No Longer a Liquidity Tool. They’re a Private Equity Strategy with Adrian Siew, Rothschild & Co

Secondaries Are No Longer a Liquidity Tool. They’re a Private Equity Strategy with Adrian Siew, Rothschild & Co

In this episode of The Private Equity Podcast, Alex Rawlings is joined by Adrian Siew, Managing Director at Rothschild & Co and co-leader of its GP Solutions practice. Adrian explains why continuation...

4 Elo 16min

How a PE-Backed CRO Drove 4x Revenue Growth

How a PE-Backed CRO Drove 4x Revenue Growth

In this episode of The Private Equity Podcast, Alex Rawlings speaks with Adam Crandall, Chief Revenue Officer at Addtronics, a private equity-backed platform of robotics and automation companies. Adam...

28 Heinä 21min

Building Professional Services Firms for Growth: Private Equity, Acquisitions and AI

Building Professional Services Firms for Growth: Private Equity, Acquisitions and AI

In this episode of The Private Equity Podcast, Alex Rawlings speaks with Zachary Darrow, Chief Executive of Darrow Everett and leader of the firm’s Private Equity and Securities Practice Group. Zachar...

21 Heinä 29min

How the Best Companies Design and Deploy a Scalable Sales Engine

How the Best Companies Design and Deploy a Scalable Sales Engine

In this episode of The Private Equity Podcast, Alex Rawlings speaks with Bill Bell, Fractional Chief Revenue Officer at Chief Outsiders, about building a repeatable sales engine that drives organic gr...

14 Heinä 19min

How Private Equity Is Investing in Founder-Led Software Businesses

How Private Equity Is Investing in Founder-Led Software Businesses

In this episode of The Private Equity Podcast, Alex Rawlings speaks with Bobby Ocampo and Sheldon Lewis, co-founders and managing partners of Blueprint Equity. Following the successful close of Bluepr...

7 Heinä 24min

Insights into the Private Equity Lower-Middle Market

Insights into the Private Equity Lower-Middle Market

In this episode of The Private Equity Podcast, Alex Rawlings speaks with Paul Isaac, Managing Partner of Isaac Management LLC, about investing in lower-middle-market businesses through a permanent-cap...

30 Kesä 29min

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