On BDO’s newest Private Equity PErspectives podcast episode, Mike Hoffman, partner at Thoma Bravo, sat down with host Todd Kinney to share his outlook on the current software deal space. They discuss: Thoma Bravo’s method: How the firm creates opportunities and measures results, and why they take a management-centric approach when evaluating potential partners. The high-growth nature of software: Unpacking the secular tailwinds, focus on digital transformation and emerging technologies, and the IT and security skills gaps feeding growth in the software space. Talent management: Why talent is ..read more

On BDO’s latest Private Equity PErspectives podcast episode, Laurens Goff, co-founder and managing partner at Stone-Goff Partners, and Todd Squilanti, managing director at InTandem Capital Partners, join host Todd Kinney to discuss: The changing PE landscape: How, after several busy years of acquisitions, PE firms’ deal acquisition and value creation strategies are evolving. The importance of add-on deals: Why add-ons are advantageous but challenging. Attracting and retaining talent: How to drive motivation among portfolio company staff and ensure they are equipped and rewarded for their role ..read more

On BDO’s new PE PErspectives podcast episode , Mike Weinberg, Managing Partner of Levine Leichtman Capital Partners, and Jeff Roth, Founding Partner of Bruin Capital, join host Todd Kinney to discuss: Deal-acquisition and value creation strategies: How the changing market has evolved the way fund managers are investing (or not) Key challenges facing portfolio company CFOs: How CFOs are managing inflation and high interest rates while navigating skillset gaps Talent management concerns: How fund managers are working with portfolio company leaders to ensure the right talent is in place to execu ..read more

On BDO’s new Private Equity PErspectives podcast episode, Nick Santhanam, CEO of Fernweh Group, and Scott Spielvogel, co-founder and managing partner of One Rock Capital Partners, join host Todd Kinney to discuss: Investment strategies: How the changing market has evolved the way fund managers are investing (or not) Impact of current economy: How inflation and higher interest rates are affecting the approach to value creation and financing Influence of social and environmental concerns: How the pressures of social equity and climate-related demand are influencing human capital and investment ..read more

On BDO’s new Private Equity PErspectives podcast episode, Michael LeTourneau, finance resource partner at Court Square Capital Partners, and Steve Siwinski, senior finance leader at Accel-KKR, join host Todd Kinney to discuss why PE CFOs need a “money-making gene” and “love of controlled chaos.” Tune in to hear their insights on: Talent challenges: How the current labor market headwinds play into fund and portfolio strategies, and what solutions they’re deploying The first 100 days: What’s most important now in the first 100 days of owning an asset Scaling the approach: How scaling your appro ..read more

On BDO’s new Private Equity PErspectives podcast episode, Patrick Whitehead, Executive Director at Morgan Stanley Capital Partners, and Katie Lankalis, Vice President at LLR partners, speak to host Todd Kinney about: Private credit: Why we’ve seen growth in the private credit market and where it’s headed next Due diligence: How due diligence timelines continue to evolve, following a few extremely high-pressure years Creative deal structures: Why minority investments and all-equity deals are getting more attention in a down market Also hear from BDO’s Mark Houston on the refinancing market an ..read more

On BDO’s new Private Equity PErspectives podcast episode, Matt Smith, Principal at Graycliff Partners, and Dave Affinito, Partner at Victor Capital Partners, speak to host Todd Kinney about: Deal origination: Why “hustle ensures consistency and consistency ensures quality” Supply chain: The importance of diversifying suppliers to build resilience Regulatory oversight: How partnerships can respond to increased tax reporting scrutiny by deploying technology solutions Planning an exit: What questions to expect from the right buyer Also hear from Jeff Bilsky and Blake Stevens on partnership taxa ..read more

On the latest episode of BDO’s Private Equity PErspectives podcast, host Todd Kinney speaks with Justin Wender, Managing Partner at Stella Point Capital, and Rob Bosco, Managing Director of Stone-Goff Partners on how a recession could impact private equity and what they’re seeing in the GP-led secondaries market. Listen to the podcast to learn: Why valuations for private equity, especially in the middle market, are not seeing the same declines as valuations in the public markets Why we are seeing more GP-led secondary transactions and why that is expected to continue The importance of investi ..read more

On the latest episode of BDO’s Private Equity PErspectives podcast, host Todd Kinney speaks with Alice Birnbaum, Head of Business Development at BBH Capital Partners and Stephen Connor, Head of Business Development at Hamilton Robinson Capital Partners. Alice and Stephen discuss their firm’s approach to deal origination and how their investment strategies differ for their different focus industries. Listen to the podcast to learn: Strategies for targeting deals with owner-operated and family-owned businesses How centers of influence, such as investment banks, accounting firms and law firms ca ..read more

On the latest episode of BDO’s Private Equity PErspectives podcast , we explore findings from the 2022 Private Capital Pulse Survey, which surveyed 200 fund managers on their plans for creating value, closing deals and pursuing ESG. Todd Kinney speaks with Jeremy Holland, managing partner, origination, at the Riverside Company and Matt Segal, national partner for private equity assurance at BDO. Matt, Jeremy and Todd discuss: • Why exit planning needs to start sooner than you think, given economic uncertainty • How funds are struggling to create value, due to asset price increases • How the Ri ..read more