Bdo Private Equity Perspectives Podcast

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 Riverside Company has built its talent pipeline through DE&I and alternative talent sources• Why so many fund managers are shifting their focus to ESG

In today’s competitive deal environment, building deep and niche expertise has helped one fund manager succeed, while another – who is just starting up a new firm – has found early wins by building on his industry knowledge, tapping his network and taking on a “jack of all trades” role.In the latest episode of BDO’s Private Equity PErspectives podcast, Todd Kinney speaks with Zeena Rao, managing director at ICV partners, and Kevin Feinblum, founder and partner at AOS Capital, about: Why targeting very niche industries can differentiate a PE firmHow to provide value as supply chain issues and inflationary pressures impact portcosHow to build from the ground up with a brand-new fund, especially in a competitive environmentWhat’s ahead for M&A amid an increase in interest rates and inflation

Is ESG impacting company valuations? And can a strong ESG rating lead to improved long-term performance? Hear two different perspectives on the latest episode of BDO’s PErspectives podcast.In BDO’s latest PErspectives podcast, Todd Kinney speaks with Saba Ahmad, partner and COO at Turning Rock Partners and Michael Carter, founder and managing partner at Carter Morse & Goodrich about how PE firms can attract companies, the role banks play in guiding companies to a PE firm, the expected impacts of recently announced SEC regulations on PE firms, and what’s ahead for M&A amid an increase in interest rates.

In BDO’s latest PErspectives podcast, Todd Kinney speaks with Dan Lory, principal at SK Capital Partners, and Steve Hunter, managing director at TM Capital, about the shifting lifecycle, inflation, deal disruptors, workforce challenges and ESG — the trends and forces defining private equity M&A in 2022.Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a Delaware limited liability partnership and national professional services firm. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.

In the newest episode of BDO’s Private Equity PErspectives Podcast, hear how PE firms are actually changing their approach. BDO’s Emily Halpern speaks with Mina Pacheco-Nazemi, managing director and co-head of funds & co-investments at Barings Alternative Investments and Karen Baum, Partner and National Market Leader for BDO Advisory Services about the four trends defining private equity ESG integration. They also talk about how emerging managers can support diverse talent and how fund managers can generate liquidity and returns for LPs.

Private equity is getting more aggressive when it comes to deal making, thanks to the ever-competitive deal market. How is that changing tactics, both during and after acquisition? In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney speaks with Scott Hendon, BDO’s national and global leader of private equity, and Bob Snape, president of BDO Capital Advisors, to unpack what 200 fund managers said in BDO’s Fall 2021 Private Capital Pulse Survey.Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a Delaware limited liability partnership and national professional services firm. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.

Infrastructure investing has positioned itself as one of private equity’s hottest asset classes—and the opportunities in this environment are just starting to heat up. Private equity firms are playing a critical role in providing funding to rebuild the nation’s infrastructure—how should firms prepare for anticipated regulatory changes in this space?In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Andrew Schwartz, director at Stifel Financial, and Aaron Richardson, co-founder and managing partner at SMC Infrastructure Partners, who shared their insights about the role of private equity within the infrastructure space and what the future holds. During the episode’s Coffee Break, Seth Miller Gabriel, co-leader of BDO 's Infrastructure and Public-Private Partnerships Team within the Valuation Practice, discusses the value of the public-private partnership model in improving the nation’s infrastructure.

In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Don Ritucci, managing director and head of healthcare at Oppenheimer and Co., and Jon Santemma, co-founder and general partner at Regal Healthcare Capital Partners, about healthcare M&A activity in the wake of COVID-19. During the episode’s Coffee Break, Steven Shill, partner and National Leader of BDO’s Center for Healthcare Excellence and Innovation, how healthcare organizations can properly position themselves in order to avoid restructuring or bankruptcy. 

Building relationships has always been an integral part of deal making. The pandemic has made relationship-building much harder and yet, the outlook for deal activity in 2021—driven in part by founder-sellers and the expectation for a capital gains tax increase—is strong. How do firms plan to capture new deals? In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Ken Grider, managing director and head of business development at Raymond James, and Luis Zaldivar, managing partner at Avance Investment Management, about building meaningful connections in today’s deal-making environment. During the episode’s Coffee Break, Patrick Bisceglia, managing director with BDO Capital Advisors, discusses why businesses that are strategically leveraging technology— even if they are not thought of as “tech companies”— make attractive acquisitions.

Private equity is hustling to get deals done before year-end, and in some cases, that means condensing the timeline. In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Daniel Schwartz, principal at CIP Capital, and Adam Gross, managing director at JEGI, about varying deal structures to help companies close deals by December 31.   During the episode’s Coffee Break, Mike Stevenson, Partner and National Leader of BDO’s Accounting and Reporting Advisory Services practice, explains how the latest SPAC activity returns compare to traditional IPOs year over year.

Private equity professionals are seeing shifts in their approaches to sourcing deals as more activity is picking up. In the newest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Dan Ryan, Managing Director and Head of Business Development at MidOcean Partners, and John Lenahan, Partner at Wincove Private Holdings, about the latest trends in capital deployment, as well as the PE industry’s cautiously optimistic outlook for 2021. During the Coffee Break segment, Michael Lee, Principal at BDO Digital, explains why data-driven predictive analytics are key to private equity portfolio visibility, especially in today’s market.

Private equity professionals continue to adjust their management and investment approaches to be more long-term focused amid a rapidly changing market. In the latest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Jeff Volling, Principal and Investment Officer with Bessemer Investors, and Sam Levy, a Director at Equiteq, about the latest trends in private equity and how their market observations are informing their playbooks for success. During the Coffee Break segment, Doug Hart, BDO’s Managing Partner and co-leader of the firm’s Technology practice, shares his insights on how the tech sector is still getting deals done and where to look for investment opportunities within the space.

As the effects of the global pandemic continue to generate uncertainty, PE firms with the wherewithal are looking to close deals. In the latest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Alice Birnbaum, Head of Business Development at BBH Capital Partners, and Andy Cook, a Partner with Southfield Capital, about how the deal landscape is changing and embracing add-on acquisitions and more flexible approaches to investing.     During the Coffee Break segment, Verenda Graham, BDO’s National Private Equity Tax leader and Partner in the firm’s Tax practice, shares her insights on tax strategies PE is using today to generate cash flow.

Industry disruptions resulting from the pandemic crisis have investors and managers shifting their strategies in myriad new directions. In the latest episode of BDO’s Private Equity PErspectives Podcast, Todd Kinney spoke with Engin Okaya, Managing Director at Prudential Private Capital, and David Felts, Managing Director at TM Capital Corp, about nuanced M&A approaches in the new normal, including distressed investing, add-ons and cross-border deals.   During the Coffee Break segment, Beth Garner, National Practice Leader of BDO's Employee Benefit Plan audit practice, shares her insights on the regulatory change of private equity being allowed into 401(k) plan allocations.

Investors are increasingly interested in directing their capital toward companies within the middle market. In the latest episode of the Private Equity PErspectives Podcast, Todd Kinney spoke with Colleen Gurda, Managing Director at Comvest Partners, and Jill Raker, Managing Partner at Greenbriar Equity, about the middle market private equity landscape and direct lending strategies.   During the Coffee Break segment, Kristi Gibson, co-leader of BDO’s National Real Estate practice, shares her insights on the flow of capital from both micro- and macro standpoints.

The energy and natural resources sector—including oil and gas companies, renewables and water infrastructure companies are seeing an increase in deal activity. In fact, almost a third (32 percent) of PE professionals surveyed in BDO’s US Private Capital Outlook said it ranks in the top three most appealing sectors for fund managers.In the latest episode of the Private Equity PErspectives Podcast, Todd Kinney spoke with Evan Turner, Founder and Managing Partner at Drillcore Energy Partners, and Michael Albrecht, Partner at Ridgewood Infrastructure, about the strategies for private equity in the energy and infrastructure sectors. During the Coffee Break segment, Laurent Williot, Managing Director in BDO’s Transaction Advisory Services Practice, shareshis insights on investment opportunities in the energy and infrastructure space.

The financial services sector was cited as one of the top industries likely to experience increase in deal activity in 2020, according to BDO’s US Private Capital Outlook. We wanted to dig deeper, so in the latest episode of the Private Equity PErspectives Podcast, Todd Kinney spoke with Peter Nesvold, Chief Operating Officer, Financial Services Investment Banking at Raymond James, and Sachin Sarnobat, Managing Director at Atalaya Capital, about some of the factors driving PE and VC deal activity in financial services, and how to maximize value creation with fintech strategies.   During the Coffee Break segment, Keith McGowan, BDO’s Asset Management Industry Leader, explores the role of fintech as it relates to value creation in traditional asset management.

We’ve watched technology become ubiquitous in our lives over the past decade, but how can private equity partners create value for themselves out of this phenomenon?   In the latest episode of the Private Equity PErspectives Podcast, Todd Kinney sits down with Drew Meyers, Partner, Seaport Capital, and Ryan Ziegler, General Partner, Edison Partners,to discuss investment opportunities and how to capitalize on tech’s expansive growth as 2020 quickly approaches. During the Coffee Break segment, Aftab Jamil, Partner and National Leader of BDO's Technology practice, gives insight on how to make the most of a relationship between a technology company and a private equity firm.

What has driven the pace of private equity deal flow in the healthcare space for the last five years? Is healthcare truly a defensive industry during down cycles? How is the consumerization of healthcare influencing private equity’s approach to investments? These are just some of the questions addressed during BDO’s latest episode of the Private Equity PErspectives Podcast.

Given the highly competitive deal landscape, PE professionals are taking innovative approaches to sourcing and closing deals. What are some of these new strategies? In this episode, Justine Mannering, managing director for Stifel's consumer investment banking team, and Ann Brophy, Vice President of Business Development for LLR Partners, join BDO's Todd Kinney to discuss how creativity comes into play when sourcing new deals.