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February 6, 2024 51 mins

Welcome to the third episode of "Best But Never Final," where private equity (PE) veterans Sean Mooney, Doug McCormick, and Lloyd Metz usher in the new year with a candid discussion on the lessons learned and the strategies for the future. As we turn the calendar page, our hosts delve into the significance of year-end reflection, the importance of process optimization before technology adoption, and the anticipation of trends shaping the investment landscape in 2024.

This episode serves as a masterclass for limited partners, business owners considering private equity investment, and rising private equity professionals. It offers a unique blend of personal introspection from our hosts and their professional acumen, providing a holistic approach to business and life. Discover how they evaluate the past year's successes and setbacks, and how these insights inform their forward-looking plans.

Listen as the conversation covers the value of mindfulness and gratitude in personal life, the impact of AI technology on business processes, and the tactical steps businesses take to future-proof against an ever-evolving economic backdrop. The hosts share their perspectives on the macroeconomic indicators that guide their investment decisions and the importance of staying agile in a world of geopolitical uncertainties.

This episode is not just about setting resolutions but about actionable strategies that will resonate with anyone aiming to navigate the complexities of the private equity world with confidence. Tune in to "Best But Never Final" and join a community that values the power of reflection, the pursuit of growth, and the wisdom to embrace change.

For more information on the podcast, visit and embark on your journey to private equity excellence today.

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