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, Stephen Gold, Chief Value Creation Officer at Ethos Capital, unpacks how value creation in portcos changes when investment partners are also operators and put personal capital into each deal, and how removing a formal investment committee shifts how decisions are made.
Hear about a four-step scoring process to help prioritize initiatives as well as an evaluation framework for deals in the diligence phase, and learn ...
On this episode, Alex Abell, Managing Partner at RCP Advisors, explains how fund of funds investors evaluate lower middle market managers—and why fund-level benchmarking alone fails to surface which GPs are genuinely creating value. Hear how deal-level data can validate or challenge the narrative a manager pitches, why a strong return in a single deal means little without peer context and how operational metrics like entry ma...
On this episode, Bob Root, Transformation Partner at Southfield Capital, discusses how to find and accelerate growth in services businesses that have been underserved by technology. Learn how deal teams evaluate growth options before close, choosing between regional expansion and adjacent-service extensions based on what a management team can realistically execute, and why trust with the existing workforce determines whether a tran...
On this episode, Sequoya Borgman, Founder and CEO of Borgman Capital, discusses buying and holding family and founder-led businesses in manufacturing, industrials and other legacy industries. Learn why leverage—not growth—often drives returns in these deals, and why hold periods can stretch decades rather than the typical PE fund cycle.
Hear how culture gets set early in a business, why professionalizing finance, systems...
On this episode, Mike Magliochetti, Operating Partner at Riverside Partners, shares what it means to be a deeply engaged operating partner—and why he believes the role has to go far beyond an advisory or check-in function to add real value to portfolio companies.
Learn what separates high-impact operating partners from the rest, what it takes to build trust and transparency with founding teams, and why a focused sector network...
On this episode, Jackie Joelson, Head of Private Equity and Venture Capital Practice at Oracle NetSuite, joins Shiv to break down why ERP transformation has become one of the established levers sponsors pull inside their portfolio companies.
Learn how buy-and-build roll-ups, sponsor-backed carve-outs and decades-old legacy systems each demand a different approach to ROI and change management to unlock the full enterprise value poten...
On this episode, Ian Ross, Partner at Concentric Equity Partners, discusses how being a family backed private investment firm changes the economics of lower middle market investing. Learn why fund-cycle pressure pushes firms to sell their best companies early, and how removing that pressure supports a feed-the-winners strategy that keeps reinvesting in businesses as they grow, using growth, multiple arbitrage and leverage to build ...
On this episode, Aryeh Landsberg, Managing Director at 17Capital, explains how NAV lending works as a flexible, fund-level capital tool for private equity managers—and why demand has been driven by opportunity rather than stress.
Hear how NAV facilities fit alongside traditional portfolio company debt, subscription lines and continuation vehicles across the fund lifecycle. Learn how 17Capital underwrites deals by assessing man...
On this episode, Jonathon Ferguson, Co-Founder and Managing Partner at AshGrove Capital, explains how bespoke financing solutions for B2B software differ fundamentally from both direct lending and venture debt—and why underwriting on conviction rather than exit optionality changes how you structure a deal.
Hear how to think about valuing a software business as a lender, why proprietary data and vertical software have proved re...
On this episode, Jonty Yamisha, CEO of Axxonsoft, draws on a career that has spanned private equity underwriting, operating partner roles and the CEO seat to explain what gets lost when investors, operators and portco leaders don't speak the same language—and how to close that gap.
Hear how the "what needs to be true" reframe transforms a top-down financial mandate into a shared problem-solving conversation, and why building a...
On this episode, Tyler Newton, Managing Partner at Catalyst, makes the case for a disciplined approach to growth investing that sits between VC and buyout—and what operators and investors can learn from it.
Learn how to underwrite deals at the growth stage without relying on leverage or the power law—and why paying a fair price in the right sector matters more than finding the perfect company. Hear how to build a five-ye...
On this episode, Christian Chauvet, Partner at Lee Equity, shares how vertical focus creates a structural advantage in healthcare and financial services investing—and what it takes to build and scale founder-led businesses in highly regulated, service-intensive industries.
Hear how a people-process-systems playbook drives organic growth across healthcare and financial services portfolios, why boots-on-the-ground referral netwo...
On this episode, Michelle Noon, Managing Partner and Founder of Clearhaven Partners, joins Shiv Narayanan to break down how investors and operators build enterprise value in software companies through true partnership, concentrated bets and operational depth. You'll learn why running fewer deals per fund changes the math on time, attention and alignment with management teams, and why intentionally entering investments with lower le...
On this episode, Eugene Polevoy, Founder and Managing Partner at Blue C Capital, joins the show to unpack the independent sponsor model—how the firm closes nine-figure deals without raising a committed fund and structures economics around carry instead of management fees.
Learn why the bottleneck inside a portfolio company shifts quarter to quarter, and why knowing when to exit is more art than science. Plus, learn how AI now ...
On this episode, Matt Amico, Partner and Co-head of the Investment Team at Turn/River Capital, walks through the growth engineering playbook his firm uses to drive returns across its software portfolio. Learn why software investing has moved past financial engineering and cost engineering—and what it takes to apply a more systematic approach to revenue today.
Hear how the FVCP framework—funnels, volume, conversion and pr...
On this episode, Bobby Ocampo, Co-Founder and Managing Partner at Blueprint Equity, discusses how to identify whether a bootstrapped business has what it takes to scale, and what it takes to build the go-to-market infrastructure that gets it there.
Bobby walks through the three signals he looks for when assessing a company's growth potential, why resisting pressure to raise a larger fund can help firms stay competitive in the 'missi...
On this episode, Arjan Hannink, Partner at Keensight Capital, explains how their growth buyout firm structures hands-on value creation support across a portfolio of B2B software and IT services companies. Learn why Keensight built an internal team of close to 40 value creation professionals—including in-house CPO, CTO, CMO and CRO functions—and how that team operates alongside management rather than above it.
Hear about ...
On this episode, Amy Kramer, Head of the Go-To-Market Operating Group at Level Equity, shares findings from their 2026 Go-To-Market Insights Report—a benchmark study covering sales efficiency, marketing spend, headcount, compensation and AI adoption across their portfolio companies.
Amy and Shiv dig into what the data shows: why SDRs are having to reach out to more prospects to book the same number of meetings, how the best-pe...
On this episode, Jim Ferry, Partner at Volition Capital, shares how AI is reshaping the growth-stage investment landscape and what it means for the companies they back.
Jim covers why employee count is no longer a reliable signal of company maturity, where real defensibility comes from when code itself is becoming a commodity, and what moats still hold up — from first-party data and proprietary integrations to network effects ...
On this episode, Joe Mancini, Co-Founder and Partner at Front Porch Venture Partners, explains how a hybrid fund-of-funds model works in practice—deploying capital both into early-stage venture funds as an LP and directly into seed and Series A companies, with a deliberate focus on the Southeast.
Learn why the most defensible moats in software today are being built around go-to-market and purpose-built vertical features rather...
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