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April 28, 2025 45 mins

Join us for a brand new episode of The Investment Banking Leaders Podcast as we delve into the journey of Hawken Lord, founder and managing partner at Edgewater Strategy Group!


From his beginnings at Morgan Stanley to the creation of Edgewater, learn about his transition from investment banking to private equity, the challenges he faced, and the lessons he learned along the way.


Hawken shares invaluable insights into managing people, setting up a firm, and the current state of the PE market. Tune in for a deep dive into entrepreneurship, culture building, and the nuances of M&A and the office of the CFO services.


A must-watch for anyone looking to navigate the competitive world of investment banking and private equity!

 

00:00 Introduction to the Podcast

00:39 Guest Introduction: Hawken Lord's Journey

01:55 The Birth of Edgewater Strategy Group

05:22 Challenges and Lessons in Entrepreneurship

12:05 Building a Strong Company Culture

17:09 Talent Acquisition and Development

20:57 Transitioning from Investment Banking to PrivateEquity

22:07 Challenges in Financial Modeling for Different Sectors

22:48 Overcoming Rejections and Finding the Right Fit

25:31 Advice for Aspiring Private Equity Professionals

26:25 The Importance of Reputation and Relationships

28:46 Differences Between Investment Banking and PrivateEquity

32:22 Current Challenges in Private Equity

34:25 The Deal Team for Hire Model

37:40 Building and Expanding Edgewater

40:03 Leadership and Personal Growth

42:06 Reflecting on Career Plans and Flexibility

44:06 Conclusion and Final Thoughts

Mark as Played

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