Private Equity Value Creation Podcast
Get behind-the-scenes access to the minds shaping the world of Private Equity, hear captivating stories about transactions and investments, and learn about the innovative approaches leading investors, operators, advisors and bankers employ to drive sustainable growth and create enterprise value. https://www.howtosaas.com/pevaluecreation
Episodes
On this episode Shiv interviews Lindsay Gray, Partner at Pacific Lake, to explore how the firm backs entrepreneurs through the Entrepreneurship Through Acquisition (ETA) or search fund model—an approach that turns traditional private equity on its head by starting with the entrepreneur before the company.
Lindsay walks through Pacific Lake’s industry thesis–driven search process, explaining how they identify and support first-time C...
On this episode, Shiv interviews Kelly Ford Buckley, General Partner at Edison Partners, a growth equity firm with over 39 years of experience investing in high-growth software companies in secondary markets.
Kelly dives into Edison's hands-on approach to value creation, emphasizing their preference for taking on execution risk over product or market risk, and how they use maturity assessments across five centers of excellence—...
In this solo episode of the Private Equity Value Creation Podcast, Shiv Narayanan breaks down the challenges facing portfolio companies in today’s market—and shares a clear roadmap for investors, CEOs, and revenue leaders to drive growth.
From slowing sales pipelines to rising competitive pressures and the impact of AI, many companies are underperforming compared to previous years. Shiv outlines actionable strategies to:
Cut wast...
Ep. 91: Craig Jones, TPE Boulder | Scaling Value in the Lower Middle Market through Strategic Growth
On this episode Shiv Narayanan interviews Craig Jones of TPE Boulder to discuss value creation in lower middle market private equity, focusing on smaller companies with $2-5 million in EBITDA.
Craig shares TPE Boulder’s approach to scaling businesses through organic growth, emphasizing diversification by location and provider, strengthening management teams, and addressing technology deficits. He explains how they align with founder...
On this episode Shiv interviews Gus Araya, Co-Founder and Co-Managing Partner of Cordillera Investment Partners, to discuss how PE firms can generate alpha by investing in alternative assets like marinas, music royalties, and spirits.
Gus shares Cordillera’s approach to targeting niche, less correlated markets, using a repeatable process to source, diligence, and professionalize non-traditional assets. He explains how their flexible...
On this episode, Shiv Narayanan interviews Andy Lund, Managing Director and Global Co-Head of Primary Capital Advisory at Houlihan Lokey, to discuss strategies for private equity firms navigating today's challenging fundraising and liquidity environment.
Andy shares insights on how GPs can differentiate themselves in a crowded market, leveraging tools like secondary transactions, continuation vehicles, and direct investments to ...
On this episode Shiv interviews Eliot Kerlin, Co-Founder of Broadwing Capital, to explore how PE firms can create value in the lower middle market by combining a systematic playbook with deep operational resources.
Eliot explains Broadwing’s five-part framework—from fortifying the foundation and scaling for growth to talent development, stakeholder impact, and exit preparation—and how their ops team works side by side with managemen...
Shiv interviews Michael Wilkins, Partner at Shamrock Capital, to explore the opportunities PE firms can unlock through deep expertise in sectors including media, entertainment and sports.
Michael explains how industry focus and long-term networks translate into proprietary deal flow, why value creation plans need to be tailored to each company rather than run from a single playbook, and how to balance partnership with hands-on s...
In this episode, Shiv Narayanan sits down with members of the How To SaaS client services team to talk about the most common marketing challenges inside PE-backed portfolio companies—and how to solve them.
Chief Client Officer Farhad Chikhliwala, VP of Marketing Taylor Moore and Director of Marketing Tatiana Morand discuss why poor tracking and misaligned spend can drain ROI, how to prioritize the right order of operations for ...
Shiv interviews Brian Boorstein, Co-Founder and Partner at Granite Creek Capital Partners.
On this episode, Brian shares how to leverage flexible investment structures to unlock growth in lower middle market companies. Learn about the importance of aligning capital, talent and opportunity, and hear about how rigid investment mandates can cause PE firms to miss out on high-potential businesses.
Shiv interviews Garrett Marsilio, Partner at Delta-v Capital.
On this episode, Garrett dives deep into the evolving landscape of secondaries in private markets. Learn how secondary investments are creating new liquidity pathways for venture-backed companies and why this is becoming a preferred strategy. Hear about adding post-investment value through targeted operational support and Delta-v Capital’s unique ‘flight plan’ approach.
Shiv interviews Kade Thomas, Founder & CEO of Emory Oak Partners.
On this episode, Kade explains how his firm grows service businesses. Learn about a proven approach to building companies from the ground up, integrating acquisitions, using centralized teams to handle shared services and using data to guide marketing and cross-selling strategies.
Shiv interviews Amanda Good, Partner and Head of Value Creation at Searchlight Capital Partners.
In this episode, Amanda shares practical strategies to transform good companies into great ones through operational excellence, team enhancements, and a disciplined planning process. Learn how to balance quick-win initiatives with longer-term strategic plays, the importance of linking value creation plans directly to EBITDA impact, and ...
Shiv interviews Andrew Weinberg, Founder, CEO & Co-Chair at Brightstar Capital Partners.
On this episode, Andrew talks about transforming traditional private equity through an “invest and operate” or ”us and us” model. Learn how AI is becoming an integral value creation lever alongside traditional strategies and about practical examples of applying this technology to industries like auto auctions and roofing. Hear about the impo...
Shiv interviews Bradford Pilcher, Partner at Bonaccord Capital Partners.
In this episode, Brad unpacks the GP stakes strategy – what it is, how it works, and why it’s more than just a passive investment. Learn how mid-market private equity firms can grow through capital formation, thoughtful product diversification, and talent strategy. Learn what LPs should look for, why marketing and positioning matter, and what makes a PE firm t...
Shiv interviews Lloyd Metz, Managing Partner at ICV Partners.
In this episode, Shiv and Lloyd discuss investing in legacy or family-owned businesses in sectors like consumer goods (CPG), food and beverage (F&B), and business services. Learn how to drive transformation in these companies by modernizing operations, embracing digital, and scaling go-to-market strategies. Hear about using EQ to drive leadership support and the impo...
Shiv interviews Jon Nuger, Managing Director at Berkshire Partners.
Shiv and Jon discuss the importance Berkshire Partners places on culture within the firm and the impact this has on the way they invest and create value. Learn how a focus on culture can be a differentiating strategy, how it shapes your relationships and conversations (particularly in difficult circumstances), and how to avoid the challenges of over-indexing on cult...
Shiv interviews Hilary Gosher, Managing Director at Insight Partners.
In this episode, Shiv and Hilary discuss how Insight’s 120-person Onsite team gives the firm a competitive edge across its portfolio. Learn how having an in-house operations team can be a force multiplier for portfolio companies by bringing deep functional expertise and strategic support at every stage from sourcing and due diligence to scaling and exits. Hear abo...
Shiv interviews Richard Erickson, Co-Founder and Managing Director, and Stan Bikulege, Principal, at Lightview Capital.
In this episode, Richard and Stan discuss how they invest in and scale founder-led B2B services-based businesses. Learn about the benefits of recurring and reoccurring revenue, their value creation strategy, and how to align with founders through collaborative planning. Hear about the firm’s operating advisor mode...
Shiv interviews Raj Bakhru, CEO and Co-Founder at BlueFlame AI.
In this episode, Shiv and Raj discuss how generative AI is transforming private equity operations. Learn how AI agents are already reshaping workflows across sourcing, diligence, and portfolio value creation. Hear how PE firms can leverage proprietary data and build internal AI committees to capture smarter, faster outcomes across the firm.
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!
My Favorite Murder is a true crime comedy podcast hosted by Karen Kilgariff and Georgia Hardstark. Each week, Karen and Georgia share compelling true crimes and hometown stories from friends and listeners. Since MFM launched in January of 2016, Karen and Georgia have shared their lifelong interest in true crime and have covered stories of infamous serial killers like the Night Stalker, mysterious cold cases, captivating cults, incredible survivor stories and important events from history like the Tulsa race massacre of 1921. My Favorite Murder is part of the Exactly Right podcast network that provides a platform for bold, creative voices to bring to life provocative, entertaining and relatable stories for audiences everywhere. The Exactly Right roster of podcasts covers a variety of topics including historic true crime, comedic interviews and news, science, pop culture and more. Podcasts on the network include Buried Bones with Kate Winkler Dawson and Paul Holes, That's Messed Up: An SVU Podcast, This Podcast Will Kill You, Bananas and more.
The official podcast of comedian Joe Rogan.