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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

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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35:09

Ep. 81: Andrew Weinberg of Brightstar Capital on...

Private Equity Value Creation Podcast ·

2025/07/17

Shiv interviews Andrew Weinberg, Founder, CEO & Co-Chair at Brightstar Capital Partners.On this episode, Andrew talks about transforming traditional private equity through an “invest and operate” or ”us and us” model. Learn how AI is becoming an integral value creation lever alongside traditional strategies and about practical examples of applying this technology to industries like auto auctions and roofing. Hear about the importance of preserving institutional memory, empowering teams, and

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57:17

Ep. 80: Bradford Pilcher of Bonaccord Capital...

Private Equity Value Creation Podcast ·

2025/07/10

Shiv interviews Bradford Pilcher, Partner at Bonaccord Capital Partners. In this episode, Brad unpacks the GP stakes strategy – what it is, how it works, and why it’s more than just a passive investment. Learn how mid-market private equity firms can grow through capital formation, thoughtful product diversification, and talent strategy. Learn what LPs should look for, why marketing and positioning matter, and what makes a PE firm truly stand out.

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43:18

Ep. 78: Jon Nuger, Berkshire Partners | Prioritizing...

Private Equity Value Creation Podcast ·

2025/06/19

Shiv interviews Jon Nuger, Managing Director at Berkshire Partners.Shiv and Jon discuss the importance Berkshire Partners places on culture within the firm and the impact this has on the way they invest and create value. Learn how a focus on culture can be a differentiating strategy, how it shapes your relationships and conversations (particularly in difficult circumstances), and how to avoid the challenges of over-indexing on culture.

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34:02

Ep. 76: Richard Erickson and Stan Bikulege, Lightview...

Private Equity Value Creation Podcast ·

2025/06/05

Shiv interviews Richard Erickson, Co-Founder and Managing Director, and Stan Bikulege, Principal, at Lightview Capital. In this episode, Richard and Stan discuss how they invest in and scale founder-led B2B services-based businesses. Learn about the benefits of recurring and reoccurring revenue, their value creation strategy, and how to align with founders through collaborative planning. Hear about the firm’s operating advisor model and the areas where there is the most opportunity for growth.

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46:38

Ep. 74: John Stewart, MiddleGround Capital |...

Private Equity Value Creation Podcast ·

2025/05/22

Shiv interviews John Stewart, Founder and Managing Partner at MiddleGround Capital.In this episode, John shares his expertise in investing in the industrial B2B manufacturing space — from his two decades at Toyota, to moving to the investment side of the equation. Learn about underwriting the value creation plan and creating enterprise value for industrial portcos, as well as investing in and optimizing manufacturing companies in the current landscape and how this can translate into quick returns

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45:36

Ep. 73: Alex Russ, Evercore | How to Stand Out in the...

Private Equity Value Creation Podcast ·

2025/05/14

Shiv interviews Alex Russ, Senior Managing Director & Head of North America at Evercore’s Private Funds Group. In this episode, Alex shares his experience helping private equity GPs raise funds from LPs. Learn how to approach fundraising in the current market, the characteristics that successful fundraisers have in common, and the importance of a strong narrative, sector specialization, and/or operational expertise to make you stand out from other PE firms.

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43:44

Ep. 72: Chris Sznewajs, Pacific Avenue Capital |...

Private Equity Value Creation Podcast ·

2025/05/07

Shiv interviews Chris Sznewajs, Founder and Managing Partner at Pacific Avenue Capital.In this episode, Chris and Shiv discuss carve-outs, buyouts, and the non-traditional types of investment deals available for “unnatural” owners – founders who are ready for a transition. Learn how to underwrite these types of deals, and what benchmarks Chris’s team looks for in potential portcos. Hear about how Pacific Avenue Capital leverages their internal ops team during diligence and how they execute value

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38:10

Ep. 71: Amanda Kim, Avante Capital Partners | How...

Private Equity Value Creation Podcast ·

2025/04/22

On this episode of the Private Equity Value Creation podcast, Shiv speaks with Amanda Kim, Principal at Avante Capital Partners. As a majority women- and minority-owned private credit and structured equity fund, the team at Avante Capital Partners uses their unique insights and network to win deals, generate better returns and help women advance in the private equity world. Learn how focusing on a positive social mission can be a value-add rather than a cost, why it’s vital to find a competitive

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39:19

Ep 70: Mason Myers, Greybull Stewardship | Building...

Private Equity Value Creation Podcast ·

2025/04/08

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 team, before they can begin to see the value creation payoff.

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32 results

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