Private Equity Value Creation Podcast

Shiv interviews Mason Myers, Founder and CEO at Greybull Stewardship. 

In this episode, Mason explains why Greybull Stewardship focuses on pre-middle-market companies and the steps they take to set these companies up to be true middle-market companies primed for PE backing. Learn how they take companies under $5M in EBITDA and grow them organically, first by building foundational work, like adding the right software and building the...

Shiv interviews Devon Kirk, General Partner, and Jonathan Metrick, Chief Growth Officer at Portage. 

Devon and Jonathan share their perspectives from different sides of the investment table – Devon is on the investing team while Jonathan is on the internal ops team. Learn about their experiences investing in global FinTech and financial services, when in the deal cycle to bring in the ops team, and how they interface with each other...

Shiv interviews Joseph Hanna, Founding Partner at Pivoting Model Partners.

In this episode, Joseph talks about differentiating between your product’s feature set and the customer’s perceived value in that feature set. Learn why companies should consider pivoting to AI to grow and sustain their business, and how companies can deploy and leverage AI agents to be more efficient, capture more customers, generate more leads, and improve ...

Shiv interviews Brad Armstrong, Partner at Lovell Minnick Partners (LMP). 

In this episode, Shiv and Brad talk about LMP’s approach to supporting their portfolio companies with a robust operating partner bench, as well as how to prioritize where to allocate budget, resources, and advisors when making value creation plans. Learn about weaponizing the value creation team and other benefits outside of the initial capital investment, an...

Shiv interviews John Bailey, Co-Founder at OneFund Investments.

In this episode, John shares how he runs his fund of funds, how he vets the PE firms they invest in, and the pros and cons of how PE firms approach operating teams. Learn about key differences between the three models for operating teams within PE firms, how to build a lean (but impactful) ops team, as well as how an integrated ops team can drive an investment forward ...

This episode is sponsored by scaleMatters.

In this episode, Shiv Narayanan interviews Scott Stouffer, CEO and Founder at scaleMatters, to talk all about data – data hygiene, data infrastructure, and the insights that come from data to make those important value creation decisions.

Learn how scaleMatters – a firm that specializes in go-to-market analytics – reviews and audits client data, why it’s important for companies and PE f...

Shiv interviews Sean Cantwell, Managing Partner at Volition Capital.

 In this episode, Sean shares how Volition Capital’s  operations teams support their portcos with the resources, tools, and frameworks they need to grow. Learn about  best practices including portfolio summits, internal resource portals, and training. Hear about when it makes sense to work with generalists vs specialists, how Volition Capital helps portcos build t...

Shiv interviews Jordon Kruse, Managing Director and Co-Portfolio Manager, and Matt Wilson, Managing Director and Co-Portfolio Manager, at Oaktree Capital. 

In this episode, Matt and Jordon explain their approach to special situations investing, including rescue financing transactions where they restructure the debt and balance sheet of companies. They share how they create the most value for their LPs, how they’re protecting themsel...

Shiv interviews Krista Skalde, Chief Talent Officer Partner at Inovia Capital, Meryl Almeida, Director of Corporate Development at Inovia Capital, and Kory Jeffrey, Principal & VP, Technology at Inovia Capital.

In this episode, Krista, Meryl, and Kory share how they evaluate acquisitions, how to create value from a corp dev perspective, and how to merge corporate cultures. Learn about how Inovia Capital decides if they should b...

Shiv interviews Aldy Keene, CEO at Loyalty Research Center.

In this episode, Aldy shares how to evaluate the quality of relationships to understand how loyal a company’s customer base really is, and how both founders and investors can use that data to create value. Learn why companies should spend more time analyzing their customer base, how to find which segments are truly their best-fit customers, and why expanding their market c...

Shiv interviews Randy Garg, Founder and Managing Partner at Vistara Growth.

 In this episode, Randy explains the situations in which debt is a viable avenue for funding companies, how growth debt differs from growth equity, and how to decide which is right for your company. Learn what the targeted returns are on these types of investments and the role of debt in the current market. 

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Shiv interviews Tim Strickland, Advisory Partner at Summit Partners. 

In this episode, Tim draws on his experience as CRO of Zoom Info and in leadership roles at large martech companies to discuss what it takes to build and grow multi-hundred and billion-dollar go-to-market organizations. Learn what metrics are important to track to keep everyone aligned with the company’s growth objectives and how a company culture built around da...