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PODCAST

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

business investing

All Episodes

40:52

Ep. 125: Arvindh Kumar, EQT | Pairing Defensive...

Private Equity Value Creation Podcast ·

2026/04/23

On this episode, Arvindh Kumar, Partner and Co-Head of EQT's Global Technology Sector Team, explains how private equity firms can turn AI laggard companies into AI winners — and why getting that transformation right starts with the CEO.Arvindh walks through the defensive attributes he looks for when underwriting software investments, including proprietary data, embedded workflows and network effects, and explains how those characteristics determine whether AI acts as an amplifier or a threat. Learn

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51:21

Ep.124: Shiv Narayanan of How To SaaS | The 7-Step AI...

Private Equity Value Creation Podcast ·

2026/04/21

On this episode adapted from a recent webinar, Shiv Narayanan, CEO and Founder of How To SaaS and bestselling author of AI Marketing Blueprint, explains how companies can adapt their go-to-market and thrive in an AI-first world.Companies everywhere are missing their revenue targets, and the old playbook is breaking down. Inbound is getting more expensive, more competitive, and less effective.Why? Because, in an AI-first world, most of a buyer journey is invisible. What once required research,

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39:03

Ep. 121: Ray Carey, Level Equity | Prioritizing...

Private Equity Value Creation Podcast ·

2026/03/26

Ray Carey, Head of NextLevel Operations at Level Equity, explains how private equity firms can take a more systematic approach to driving value across their portfolio with operational support. Hear how Level Equity prioritizes their time and resources, why they connect activities to valuation with metrics, and how firms can identify where operational intervention will have the greatest impact. Tune in to learn how to build an effective operating team and how to create feedback loops in an

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52:03

Ep. 119: Bob Brown, Motive Partners | Investing,...

Private Equity Value Creation Podcast ·

2026/03/12

On this episode, Bob Brown, Founding Partner and Head of Capital Formation and Investor Relations at Motive Partners, shares lessons from three decades inside private equity, including how operational discipline and a clear understanding of what creates value for LPs are critical to driving outcomes. Learn how an “investing, operating and innovating” model embeds operators and technology experts alongside investors to tackle two of the biggest causes of deal underperformance: management execution

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54:35

Ep. 118: Ellen Havdala, EGI | Alignment,...

Private Equity Value Creation Podcast ·

2026/03/05

On this episode, Ellen Havdala, Managing Director at Equity Group Investments, explains how a flexible capital base and an operator-led mindset shape a different approach to private equity. Hear how to evaluate barriers to entry, structure liquidity to withstand black swan events and assess true alignment with founders before a deal ever closes.Tune in to learn how patient capital changes decision-making—from holding periods to exit timing—and why culture, apprenticeship and incentive design drive

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32:58

Ep. 117: Scott Neuberger, Karmel Capital |...

Private Equity Value Creation Podcast ·

2026/03/03

Scott Neuberger, Co-Founder and Managing Partner at Karmel Capital, shares how later-stage secondaries can provide access to high-quality technology companies. Learn how to assess capital efficiency, management quality and growth durability using data and market signals, and get a repeatable lens for evaluating technology businesses.The conversation also sharpens how to think about AI investing over a realistic time horizon. Hear how to identify where value is likely to accrue over the next few

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41:13

Ep. 116: Allen Mask of WestCap | Driving Portfolio...

Private Equity Value Creation Podcast ·

2026/02/26

Allen Mask, Partner at Westcap and Head of CōLab, shares how the firm leverages an "operating equity" model to go beyond capital to drive real value creation in marketplace businesses.Learn how to structure an operating team that founders want to work with and how pairing operators with investors during diligence surfaces risks that financials alone won't reveal. Plus, hear how to approach the first 100 days, when to bring in outside partners, the economics of a large operating team work, and why

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35:45

Ep. 112: Anastasia Kovaleva, Poland Street | Sector...

Private Equity Value Creation Podcast ·

2026/02/10

On this episode, Anastasia Kovaleva, Partner at Pollen Street Capita;, shares how sector focus informs value creation across financial services and how her team approaches scaling mid-market businesses across Europe. Hear how specialist playbooks differ across software, services, and regulated models, how investors can partner with management to professionalize go-to-market and M&A capabilities, and how to apply automation and AI to improve efficiency, integration, and growth in complex

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58:18

Ep. 105: Andrejka Bernatova, Dynamix | Public-Market...

Private Equity Value Creation Podcast ·

2025/12/11

On this episode, Andrejka Bernatova, Founder and CEO of Dynamix Corporation, shares how investors can evaluate mission-critical energy and infrastructure businesses by focusing on fundamentals such as contract quality, customer durability and operating reality, rather than market sentiment or emerging-tech narratives. Learn about approaches to public-market pathways, including when SPACs offer advantages, what truly makes a company public-ready and the operational value-creation levers that matter

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41:45

Ep. 102: Caroline Tarpey, Lead Edge Capital | Moving...

Private Equity Value Creation Podcast ·

2025/12/02

Caroline Tarpey, Managing Director of Lead Edge Capital, outlines a practical approach to AI adoption in PE-backed companies—grounded in trust, clear goals and disciplined execution. She explains why most AI initiatives fall short and where teams can quickly unlock better decision-making and operational efficiency.You’ll learn how AI is transforming go-to-market, from shifting buyer behavior to the rising importance of authority-driven content and deeper voice-of-customer insights. Tune in to hear

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36:04

Ep. 99: Josh Christensen, Mercato Partners | Building...

Private Equity Value Creation Podcast ·

2025/11/13

Josh Christensen, Director at Mercato Partners, shares how minority growth investors can turn ecosystem-building into a true competitive advantage—without taking control or over-engineering outcomes. Drawing on his experience scaling Mercato’s playbook across non-coastal markets, Josh breaks down what it takes to embed sales, marketing, and human capital excellence from first touch through IPO, and how to focus resources where they actually accelerate 100%+ growth.Tune in to learn how to balance

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39:39

Ep. 98: Riccardo Basile, Permira | How to Focus Your...

Private Equity Value Creation Podcast ·

2025/11/06

Riccardo Basile, Operating Partner, Head of Value Creation at Permira, shares how firms can turn value creation into a true competitive advantage—without overcomplicating the model. Drawing on his experience building and scaling Permira’s 24-person value creation team, Riccardo breaks down what it takes to embed operating excellence from diligence through exit, and how to focus resources where they actually drive growth.Tune in to learn how to balance in-house and external expertise, measure impact

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39:54

Ep. 97: Rita Ferrandino, Arc Capital Development |...

Private Equity Value Creation Podcast ·

2025/10/30

On this episode Shiv interviews Rita Fiorentino, Co-Founder of Arc Capital Development, to unpack a battle-tested playbook for steering portfolio companies through economic downturns—especially when AI disruption, political volatility, and geopolitical shocks are compressing growth.Rita lays out a disciplined sequence that starts with risk assessment and financial hygiene, then moves to locking down customers, building an all-A-player team, and only then deploying AI for process efficiency and

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40:17

Ep. 95: Ed Byrne, Scaleworks | Scaling SaaS with...

Private Equity Value Creation Podcast ·

2025/10/16

On this episode Shiv Narayanan interviews Ed Byrne, co-founder of Scaleworks, a venture equity firm based in San Antonio. Ed shares his background as a software entrepreneur and the lessons learned from his experiences that led to founding Scaleworks ten years ago with partner Lou Moorman. The discussion explores the concept of "venture equity" as a hybrid model between traditional VC and private equity, emphasizing sustainable growth over high-risk VC funding. Key topics include the downsides of VC

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41:32

Ep. 95: Ed Bryne, Scaleworks | Scaling SaaS with...

Private Equity Value Creation Podcast ·

2025/10/16

On this episode Shiv Narayanan interviews Ed Byrne, co-founder of Scaleworks, a venture equity firm based in San Antonio. Ed shares his background as a software entrepreneur and the lessons learned from his experiences that led to founding Scaleworks ten years ago with partner Lou Moorman. The discussion explores the concept of "venture equity" as a hybrid model between traditional VC and private equity, emphasizing sustainable growth over high-risk VC funding. Key topics include the downsides of VC

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48:29

Ep. 94: Lindsey Gray, Pacific Lake | Thesis-Driven...

Private Equity Value Creation Podcast ·

2025/10/09

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 CEOs, often straight out of business school, to acquire and scale

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55:21

Ep.89: Andy Lund, Houlihan Lokey | Navigating...

Private Equity Value Creation Podcast ·

2025/09/10

On this episode, Shiv Narayanan interviews Andy Lund, Managing Director and Global Co-Head of the Private Funds Group 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 address LP liquidity demands. He explores the impact of macroeconomic

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53:52

Ep. 86: How To SaaS Team | Turning Marketing into a...

Private Equity Value Creation Podcast ·

2025/08/21

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 go-to-market, the role of the CMO as a “custodian of investment” and how

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33:45

Ep. 84: Garrett Marsilio, Delta-v Capital | Creating...

Private Equity Value Creation Podcast ·

2025/08/07

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.

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40:43

Ep. 83: Kade Thomas, Emory Oak Partners | Scaling...

Private Equity Value Creation Podcast ·

2025/07/31

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.

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41 results

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