In this episode with Paul Swaney, Managing Partner of Swaney Group Capital, Paul shares actionable insights on value creation and business transformation. From the urgency of strategic onboarding to the establishment of a robust governance structure, Paul delves into his methodology of taking the guess-work out of business transformation. Whether you're a seasoned investor or new to the field, this podcast provides valuable strategies for driving success and maximizing returns ..read more

In this episode, Nick and Scott are joined by Nadim Malik, CEO and Founder of SPS by Bain & Co, an information services firm that helps private equity firms, lenders, and M&A advisors and service providers optimize their business development effectiveness. The discussion centers on the transformative role of data in the Private Equity world and how value creation starts at deal sourcing. Nadim founded SPS in 2009 after six years in the business development group of American Capital, where he successfully created and managed distinctive market research tools, analytics, reporting and pr ..read more

In this episode, Nick and Scott are joined by Ray Carey, Operating Partner at Level Equity. The discussion revolves around the role of an operating partner, the challenges of being a CEO, and the importance of transparency and data in achieving successful outcomes. Ray shares insights from his experience as a CEO and an operating partner, emphasizing the need for a customized approach to each company's unique challenges. Ray was a three-time CEO and a private equity investment partner, before joining Level Equity to be the Head of NextLevel Operations. As Head of the NextLevel Operations team ..read more

We are excited to release our #LIVE event recording with three of the leaders in Private Equity Technology Value Creation as a podcast episode. Steven Faas, Operating Partner - Technology at Apollo Cory Eaves, Partner at BayPine Robert Sears, Principal at The Carlyle Group Our panel shared their thoughts and experience driving value creation initiatives across leading portfolios, and covered topics like: Best practices, challenges, and lessons learned around driving portfolio adoption in technology value creation  Creating a playbook and partner ecosystem – where to start  Na ..read more

Our latest guest on the LAB Podcast is Sean Mooney.  We were excited to bring him on because after spending a couple decades in Private Equity as an investing professional, he thought there must be a better way to help the industry drive higher returns more quickly. (sounds easy…)    At the LAB - we agree as our models look to achieve similar outcomes in different ways.  Sean developed a way to bring in specialized consultancies to fit the precise need of PE portfolio company – every time while being better, faster, and cheaper.  We hope you enjoy this conversation and ..read more

Josh Fennig⁠ is currently the General Manager of a consulting business that advises companies regarding E-mobility for electric vehicles and Industry 4.0. In this episode he shares his experience and methodology when it comes to turnarounds of distressed companies ..read more

Paul Stansik is an Operating Partner at ParkerGale, a small PE Firm where he serves as sales, marketing and growth advisor to their portfolio. He joins us to share his perspective on how he thinks about growth and where the opportunities exist in founder-led, profitable technology companies. In this episode, we spend time walking through the specifics around evaluation and execution of PE investment opportunities. Paul highlights what he has learned at bulge bracket consulting firms like Bain & Company and then put into practical application with his PE sponsor.   ..read more

According to Forbes, there are close to 30 million private companies in the United States. In this episode, we get some great insights from one of these owners that grew his business over the course of almost three decades, then sold to a PE firm (twice) and is doing it again with another PE firm. Don Mershon joins us and discusses he could have achieved the same level of growth in five years (not 30) and how to pick the best PE firm if you are looking to do the same thing. A great Case Study for business owners and PE firms that are looking to differentiate themselves and drive top decile ret ..read more

Mark Tarchetti joins us to discuss growth as a value driver. The guys cover growth strategy, managing to full potential, activity based management, “structure follows strategy”, and the culture of growth. (3:00) Growth as a value driver: PAI Tropicana case study (8:23) How to work with management teams to implement growth strategy (10:52) Diligence potential as much as performance (14:20) Activity based management thought process (18:53) Changing the mindset of internal team (23:30) Cultural of growth (27:00) Nick & Scott recap ..read more

Chris Moye joins us to discuss Digital Transformation. The early days of building the RTS framework at McKinsey, the EQ/IQ/DQ methodologies for effective transformation, and ultimately what makes for a successful implementation of digital transformation. (2:25) Chris discusses foundation of the digital transformation implementation frameworks and the performance infrastructure to drive change (7:55) Digital transformation in the current inflationary enviornment (10:30) Defining digital transformation; applying digital tools to fall into one or two categories: frictionless and optimize (12:48 ..read more