A GP at a lower-middle market private equity firm and one of its LP backers discuss the attractions of the small-deal market, the ‘entrepreneurship through acquisition’ model of deal sourcing, the universal need for tech upgrades across the US business landscape, and the diversity of founders and CEOs at smaller companies. The post Hunting for ‘Small, Great Deals’ in the Lower Middle Market appeared first on Privcap.

Privcap Private Equity & Real Estate Podcast

Hunting for ‘Small, Great Deals’ in the Lower Middle Market

A managing director at private equity firm GI Partners describes the landscape for healthcare investment disrupted by technology, and with adoption propelled by the Covid crisis. Dave Kreter discusses VC deals as a leading indicator of trends to come, budget and regulatory pressures inherent to healthcare businesses, creating better outcomes for portfolio companies, the healthcare... The post Investing in Tech-Enabled Healthcare Companies appeared first on Privcap.

Investing in Tech-Enabled Healthcare Companies

Private equity value-creations experts from Permira and AlixPartners are turning the supply chain and logistics crisis into opportunity for operations improvements. Topics of discussion include reports from the front lines of portfolio companies that rely on the supply chain to fulfill orders, how the crisis is allowing companies to supply better service from shippers, the... The post Winners and Losers in a Disrupted Global Supply Chain appeared first on Privcap.

Winners and Losers in a Disrupted Global Supply Chain

A managing director at global investment firm Ardian discusses the increasing momentum for ESG in the US, the right KPIs to track ESG impact, and the benefits of controlling downside and non-financial risks. The post ESG is Arriving Faster Than Anticipated appeared first on Privcap.

ESG is Arriving Faster Than Anticipated

The Deputy CIO for one of the largest investors in private credit shares his analysis on the current state of the market, how institutional investors have been gravitating toward the asset class, the Carlyle “house view” on inflation, the booming CLO market, and credit opportunities in the aviation market. The post Carlyle Savors ‘Robust’ Private Credit Markets appeared first on Privcap.

Carlyle Savors ‘Robust’ Private Credit Markets

Veterans of the rapidly evolving media industry share analysis on the trends that are affecting the private equity opportunity in the space, including: Why content catalogs are so hot right now, the expanding use of music online, video games as the center of convergence and opportunities to use media-like strategies to enable e-commerce. The post Investing Behind the ‘Democratization of Media’ appeared first on Privcap.

Investing Behind the ‘Democratization of Media’

Part 2 of 2. A senior partner from global private investment firm Partners Group discusses major themes behind his firm’s infrastructure investment activities, including digitization, ‘new living,’ and decarbonization. The post Investing Behind Three Infrastructure Giga-Themes appeared first on Privcap.

Investing Behind Three Infrastructure Giga-Themes

Part 3 of 3. The head of Trilantic North America, Charlie Ayers, details his private equity firm’s efforts to increase leadership roles for women in private equity, including an investment advisory council where nine out of 10 advisors are women. Also, a discussion of exit successes led by women and a new diversity initiative at... The post Promoting the Influence of Women in Private Equity appeared first on Privcap.

Promoting the Influence of Women in Private Equity

Part 1 of 2. Todd Bright from Partners Group discusses the rise of data-centers and the need for infrastructure to house them. Topics include clean energy and water needs, the impact of disruptive technology on the sector, and the needs of ‘hyper-scalers.’ Sponsored by Alter Domus. The post Investing in Data-Center Infrastructure appeared first on Privcap.

Investing in Data-Center Infrastructure

A co-founder of iCapital Network, which just raised $440 million at a $4 billion valuation, presents the case for alternative investments in the individual-investor portfolio, including the reduced population of public stocks, the typically longer ramp-up period to an IPO, and the role that technology is now playing in helping people participate in private investment... The post The Rise of Private Markets in the Individual-Investor Portfolio appeared first on Privcap.

The Rise of Private Markets in the Individual-Investor Portfolio

A conversation between Victoria Budson of Bain Capital and Karen Galivan of RSM. How can alternative investment firms put in place new hiring and promotion practices that broaden the diversity of the industry? How should women returning from maternity leave be given equal footing within an organization? Why do organizations with diverse employees perform better?... The post Diversity, Equity and Inclusion in Private Equity appeared first on Privcap.

Diversity, Equity and Inclusion in Private Equity

A veteran energy investor at White Deer Energy discusses the history of experimentation and innovation in the industry, how small changes can lead to big successes in the oil field, and the firm’s on recent investments in the energy value chain. The post ‘Tinkerer’s Paradise:’ Backing Innovators in a Huge Energy Market appeared first on Privcap.

‘Tinkerer’s Paradise:’ Backing Innovators in a Huge Energy Market

A playback of the popular Privcap webinar. Two value-creation experts discuss artificial intelligence applied to portfolio companies, “table-stakes” projects versus more advanced business functions, and where to begin. Also discussed – private equity’s ability to shape the digital future of a portfolio company, instilling a culture of experimentation, and how digital capabilities can increase exit... The post Born-Digital: Helping Portfolio Companies Become Tech-Enabled Competitors appeared first on Privcap.

Born-Digital: Helping Portfolio Companies Become Tech-Enabled Competitors

A veteran private equity investor surveys the energy landscape as it transitions from traditional oil and gas to renewables. Joe Bob Edwards of White Deer Energy argues that good opportunities are to be had across the broad energy supply chain, that nuclear and natural gas are clean and should not be neglected, and that the... The post Investing in an Evolving Energy Market appeared first on Privcap.

Investing in an Evolving Energy Market

Part 2 of 3. Charlie Ayres, the Chairman of middle-market private equity firm Trilantic North America, discusses how GPs are clamoring for differentiation in today’s auction market, the costs of losing an auction, and the rise of ‘fireside chat’ sale kickoffs. The post Evolution of M&A Auction Processes appeared first on Privcap.

Evolution of M&A Auction Processes

Candid conversations with private equity and institutional real estate professionals.

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Privcap Private Equity & Real Estate Podcast

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