BDO Private Equity PErspectives Podcast
The Private Equity PErspectives podcast serves as a forum for private equity dealmakers to discuss navigating today’s dynamic investment environment, while preparing for challenges and opportunities on the horizon. In each episode, BDO’s Private Equity practice connects with leaders in the industry to talk deal activity, fund strategies, and portfolio company optimization.
Episodes
In this episode of BDO’s Private Equity PErspectives Podcast, host Todd Kinney continues his conversation with Laurence Lederer, Partner at HKW Management, and Peter Calamari, Managing Director at Platte River Equity, to discuss:
- How the electrification supercycle, data center build-out, and aging electrical grid are creating opportunities across industrial equipment, services, and infrastructure
- Why tariff exposure, supply...
In the latest episode of BDO’s Private Equity PErspectives Podcast, host Todd Kinney speaks with Laurence Lederer, Partner at HKW Management, and Peter Calamari, Managing Director at Platte River Equity, to discuss:
- How longer hold times, lagging exits, and competition from strategic buyers are shaping deal timing on both the buy side and sell side
- Why beginning with the end in mind, tracking exit readiness, and building de...
In the latest episode of BDO’s Private Equity PErspectives Podcast, host Todd Kinney speaks with Eric Taylor, Founder and CEO of Trident, and Jeff Roth, Founding Partner of Bruin Capital, to discuss:
- How firms are finding risk-adjusted opportunities today — from technology-enabled diligence in traditional lower middle market sectors to infrastructure and services businesses powering global sports growth
- Why upfront al...
In the latest episode of BDO’s Private Equity PErspectives Podcast, host Todd Kinney speaks with Eric Taylor, Founder and CEO of Trident, and Jeff Roth, Founding Partner of Bruin Capital, to discuss:
- How to approach sourcing in different corners of the market — from operator-led relationships with family-owned businesses to global networks across the sports ecosystem
- Why conviction, sector expertise, and early relatio...
As private equity capital continues flowing into data centers and AI infrastructure, sponsors are being forced to rethink everything from materials sourcing to what “exit‑ready” really means.
In the latest episode of BDO’s Private Equity PErspectives Podcast, host Todd Kinney continues the conversation with Jackson Pei, Managing Director and Co‑Head of PE at Closed Loop Partners, Michael Ryder, Partner and Co‑Head ...
In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Jackson Pei (Closed Loop Partners), Michael Ryder (Igneo Infrastructure Partners), and Blair Barlow (Lime Rock New Energy) to discuss:
- How rack densification and next-gen cooling (from air to liquid) are reshaping data center design
- Where power availability and grid constraints show up first and what tech-first sponsors can miss in...
In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Kyle Bethancourt, Co-Founder and Managing Partner at Sallyport Investments, and Eliot Kerlin, Co-Founder and Managing Partner at Broadwing Capital, to discuss:
- Creative exit pathways to consider in 2026 as long holding periods persist
- How AI is being deployed inside PE firms and across their portcos
- The biggest challenges and opport...
In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Kyle Bethancourt, Co-Founder and Managing Partner at Sallyport Investments, and Eliot Kerlin, Co-Founder and Managing Partner at Broadwing Capital, to discuss:
- How tariff uncertainty and macro volatility shaped dealmaking in 2025
- Creative capital deployment strategies for a tight and competitive market
- Proprietary deal flow and oper...
In BDO's first Private Equity PErspectives podcast episode of 2026, Host Todd Kinney is joined by Nicolas Vega Llona, Principal at Lincolnshire, and Monty Yort, Managing Partner at GenNx360, to discuss:
- Deal flow expectations and how declining rates and dry powder are influencing valuations in 2026
- Creative deal structures that balance immediate DPI generation with long-term value creation opportunities
- Strategic investment themes...
In BDO's final Private Equity PErspectives podcast episode of 2025, Host Todd Kinney is joined by Nicolas Vega Llona, Principal at Lincolnshire, and Monty Yort, Managing Partner at GenNx360, to discuss:
- The biggest shifts in private equity throughout 2025 and how firms adapted
- Portfolio company performance relative to expectations amid macro challenges
- How proactive sourcing strategies helped firms find quality deals in a difficul...
In part two of BDO's latest Private Equity PErspectives podcast episode, Host Todd Kinney is joined by Shane Tiemann, Partner at Gamut Capital, and Jon Schwartz, Partner at MRE Capital to discuss:
- How they’re establishing market differentiation amid increased competition
- Adapting exit strategies as hold periods extend and continuation vehicles gain traction
- Maintaining investment discipline and focus amid ongoing market unce...
In BDO's latest Private Equity PErspectives podcast episode, Host Todd Kinney is joined by Shane Tiemann, Partner at Gamut Capital, and Jon Schwartz, Partner at MRE Capital to discuss:
- The impacts of interest rate cuts on dealmaking strategies and investment outlooks
- How both PE firms and family offices are prioritizing long-term value creation
- Practical strategies for helping portcos protect and improve margins amid macroeconomic...
On BDO's latest Private Equity PErspectives podcast episode, Host Todd Kinney is once again joined by Jason Frank, President and Chief Compliance Officer at BDO Capital Advisors, and Jamie Austin, Global Private Equity Leader and Partner at BDO UK.
Together, they explore the findings from BDO’s 2025 PE Survey, including:
- Who PE firms currently view as the top competition for dealmaking
- Effective value creation strategies am...
On BDO's latest Private Equity Perspectives podcast episode, host Todd Kinney is joined by Jason Frank, President and Chief Compliance Officer at BDO Capital Advisors, and Jamie Austin, Global Private Equity Leader and Partner at BDO UK. Together, they unpacked the findings in BDO’s new 2025 Private Equity Survey, including:
- How post-Liberation Day market volatility has influenced dealmaking and the top factors impacting ...
On BDO's latest Private Equity PErspectives podcast episode, host Todd Kinney is joined for a second time by Abhik Das, partner at Three Hills, and Blair Greenberg, partner at Bregal Sagemount. Together, they discussed:
- How AI is transforming portfolio company operations, from boosting gross margins to enhancing deal origination and due diligence processes.
- How firms are becoming more hands-on with portfolio companies to generate...
On BDO's latest Private Equity PErspectives podcast episode, host Todd Kinney is joined by Abhik Das, partner at Three Hills Capital Partners, and Blair Greenberg, partner at Bregal Sagemount. Together, they discussed:
- How modern PE firms are building specialized operational teams that transform portfolio companies beyond simply providing capital.
- Strategies for structuring investments that allow founders to maintain con...
In our milestone 50th episode of the Private Equity PErspectives podcast, host Todd Kinney is joined by Lloyd Metz, Managing Director at ICV Partners, and Monika Mantilla, President and CEO at Altura Capital. Together, they discussed:
- Building competitive advantages through disciplined investing and operational capabilities.
- The role of trust and shared values in creating successful partnerships, from portfolio companies to inst...
On BDO’s latest Private Equity PErspectives podcast episode, host Todd Kinney is joined by Chris Grambling, partner at Southfield Capital, and Kevin Condon, partner at Hidden River Strategic Capital. Together, they discussed:
- How to identify and capitalize on unique investment opportunities in a rapidly changing market.
- Approaches for strengthening portfolio companies to navigate uncertainty and position them for ...
On BDO’s latest Private Equity PErspectives podcast episode, host and BDO’s PE National Relationship Director Todd Kinney was joined by Drew Meyers, partner at Seaport Capital, and Benjamin Krause, partner, North American infrastructure, at 3i Group. Together, they discussed:
- The strategies they employ to support portfolio companies post-investment and drive growth
- Their approach to navigating shifting market conditi...
On BDO’s latest Private Equity PErspectives podcast episode, Jordan Margolin, head of business development at VSS Capital, and Matt Cole, managing director at SBJ Capital, joined host Todd Kinney to discuss:
- The key role relationships play in their deal sourcing strategies
- Providing post-investment support for their portfolio companies
- Which paths to exit they expect to dominate the M&A landscape in the coming months
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!
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.
Mike Florio & Chris Simms discuss the biggest NFL stories with honesty, candor, and authenticity.