Ep. 119: Bob Brown, Motive Partners | Investing, Operating and Innovating Model
On this episode, Bob Brown, Founding Partner and Head of Capital Formation and Investor Relations at Motive Partners, shares lessons from three decades inside private equity, including how operational...
12 Maalis 52min
Ep. 118: Ellen Havdala, EGI | Alignment, Apprenticeship and Enduring Partnerships
On this episode, Ellen Havdala, Managing Director at Equity Group Investments, explains how a flexible capital base and an operator-led mindset shape a different approach to private equity. Hear how t...
11 Maalis 54min
Ep. 117: Scott Neuberger, Karmel Capital | Data-Driven Secondaries in Software and AI
Scott Neuberger, Co-Founder and Managing Partner at Karmel Capital, shares how later-stage secondaries can provide access to high-quality technology companies. Learn how to assess capital efficiency, ...
3 Maalis 32min
Ep. 116: Allen Mask of WestCap | Driving Portfolio Value Through Operating Equity
Allen Mask, Partner at Westcap and Head of CōLab, shares how the firm leverages an "operating equity" model to go beyond capital to drive real value creation in marketplace businesses.Learn how to str...
26 Helmi 41min
Ep. 115: Sean Dempsey, Sheridan Capital Partners | Scaling Founder-Led Healthcare Companies
Sean Dempsey, Co-Founder and Partner at Sheridan Capital Partners, shares how deep sector specialization in healthcare shapes sharper investment theses and more disciplined value creation in regulated...
19 Helmi 44min
Ep. 114: Bill Dupee, Aprio | Using Diligence to De-Risk Deals and Improve Outcomes
On this episode, Bill Dupee, Partner, Transaction Advisory Services at Aprio, breaks down how buyers and sellers can use diligence to clarify the true economic engine of a business, identify risk earl...
17 Helmi 46min
Ep. 113: Gustavo Cardenas, Wafra | Backing GPs for Long-Term Growth
In this episode, Gustavo Cardenas, Managing Director and Co-Head of Strategic Partnerships at Wafra, explains how GP stakes investors evaluate and partner with private equity firms—what “edge” looks l...
12 Helmi 36min
Ep. 112: Anastasia Kovaleva, Pollen Street | Sector Focus and Scaling Financial Services Platforms
On this episode, Anastasia Kovaleva, Partner at Pollen Street Capital shares how sector focus informs value creation across financial services and how her team approaches scaling mid-market businesses...
10 Helmi 35min
