Private Equity 360

What if the principles that drive private equity success could transform public market investing? In this episode, Jean-Louis Lelogeais and Randy Cohen of PEO Partners join FD to explore how an operationally focused, value-creation mindset can uncover mispriced opportunities, strengthen governance, and bring a fresh perspective to traditional public market strategies. A must-listen for investors, fund managers, and advisors seeking new ways to bridge private and public market approaches. Learn more about Frazier & Deeter here. About the Speakers: Bob Woosley, National Private Equity Practice Leader, Frazier & Deeter Jean-Louis Lelogeais, co-CEO, PEO Partners Randy Cohen, co-CEO, PEO Partners

AI isn't just a buzzword—it's reshaping how mid-market companies grow. In this episode of Private Equity 360, host Bob Woosley talks with Thomas T. Thomas, CEO of Teragonia, about turning AI from concept into real competitive advantage. They dive into where AI is delivering measurable results, how management teams can adopt it pragmatically, what private equity sponsors should look for in AI readiness and the risks and governance considerations that come with AI-enabled growth. As AI continues to reshape operating models, this episode offers practical insights for private equity professionals, executives and advisors focused on sustainable value creation. About Our Speakers: Bob Woosley, National Private Equity Practice Leader, Frazier & Deeter Thomas T. Thomas, CEO, Teragonia

As private markets continue to grow and evolve, infrastructure has emerged as the driving force behind improved access, transparency and scalability. Bob Brown, a Founding Partner of Motive Partners, shares his perspective on why digital infrastructure has become the backbone of modern private markets, how technology is democratizing access for a wider range of investors and the key trends shaping the ecosystem today. We also explore what the future may look like as platforms, data and automation converge. This conversation offers valuable insights for fund managers, LPs, wealth advisors and anyone tracking the modernization of financial services.

In this episode of Private Equity 360, we sit down with Jeffrey Karsh, Founder and Managing Partner of Tryperion Holdings, for a thought-provoking discussion on taking a contrarian approach to real estate investing. In an environment where many investors follow the herd, Jeff shares how Tryperion seeks opportunity in dislocation—leveraging patience, discipline and deep market understanding to find value where others overlook it. About Our Speakers: Bob Woosley, National Private Equity Practice Leader, Frazier & Deeter | bob.woosley@frazierdeeter.com Jeffrey Karsh, Founder and Managing Partner, Tryperion Holdings | jkarsh@tryperion.com

As artificial intelligence (AI) reshapes industries, private equity firms are rethinking not just the businesses they invest in, but the people they bring into their own firms. In this episode of Private Equity 360, we sit down with Ron Blaylock, Founder and Managing Partner of GenNx360 Capital Partners, and Katie Fullalove, Principal at GenNx360, to explore how AI is redefining the skill sets and mindsets PE firms are prioritizing when recruiting top talent. Ron shares his perspective on the emerging value of creativity, entrepreneurial thinking and relationship development in a world where technical tasks are increasingly automated. As data and decision-making become more AI-driven, the human edge—insight, empathy, strategic vision—becomes more critical than ever. Tune in to hear how forward-thinking PE leaders are evolving their talent strategies, what skills will define the next generation of private equity professionals, and how firms like GenNx360 are positioning themselves for an AI-enabled future.

In this episode of Private Equity 360, we explore one of the most complex — and potentially rewarding — transaction types in private equity: the corporate carve-out. Josh Adams, Partner at OpenGate Capital, joins host Bob Woosley to share real-world insights on overcoming common challenges like tangled IT systems, leadership gaps and cultural misalignment. We'll discuss proven strategies for operational separation, structuring TSAs, retaining talent and navigating cross-border complexities. Whether you're an investor, operator or advisor, this episode offers a playbook for getting carve-outs done right.

In this episode of Private Equity 360, host Bob Woosley is joined by Jeff Collins from Cloverlay to discuss the power of niche and uncorrelated investments in today's private equity landscape. While many firms chase traditional middle-market deals, Cloverlay has built a reputation for uncovering under-the-radar opportunities that provide strong returns independent of economic cycles and public market trends.

In this episode, we explore the growing pressures on mid-market companies to address supply chain compliance and sustainability risks. FD's Bob Woosley and Lou Raiola are joined by BMO's Stephen Uwazota and Chris McDaid to discuss how the banking industry is stepping up to support these businesses, from assessing emissions data to offering financial incentives for climate goals. Discover the challenges, strategies and opportunities for mid-sized companies navigating new compliance landscapes and the financial resources available to help them succeed.

Explore the partnership between Stride Consumer Partners and CHOMPS, a fast-growing, sustainable protein snack company. Bob Woosley, FD National Private Equity Practice Leader, is joined by Juan Marcos Hill, Stride Partner, and Pete Maldonado, CHOMPS Co-founder, as they share their insights on scaling a consumer brand, the importance of finding the right private equity partner and building a strong team culture. Learn how their intentional approach to product quality and collaboration is driving long-term success in the competitive consumer market!

Jim Delvin, Managing Principal of Ducker Carlisle, joins host Bob Woosley to discuss the current outlook for M&A activity and share a deeper understanding of how the interest rate environment and economic forecasts are shaping valuations and influencing seller expectations. They will also explore the responses of both traditional and non-traditional lenders to the evolving landscape, shedding light on the strategies they're employing to adapt.

Perhaps the most important element of portfolio company value creation relates to the culture and values of the people tasked with growing the business. How are private equity firms creating a compelling vision that attracts talent in this environment? What are the key lessons learned and takeaways from the seasoned professionals who have built successful businesses with culture being a guiding factor? In this episode of Private Equity 360, National Private Equity Practice Leader, Bob Woosley does a deeper dive on the "human capital strategy" of value creation with Doug McCormick, Managing Partner and Kate Rodriguez of HCI Equity Partners, and Dan Rodstrom, CEO of Tech24, a portfolio company of HCI Equity Partners.

The Corporate Transparency Act (CTA) will have a significant reporting and compliance impact on the private equity industry and their portfolio companies and it's a good bet that most private equity firms are not fully aware and certainly not prepared for the impact of this law and the significant penalties for non-compliances.  In this episode of Private Equity 360, National Practice Leader Bob Woosley discusses the impact of the CTA on private equity firms with attorney Jonathan Wilson.  We encourage our private equity firm clients and friends to become educated on the CTA and get prepared in 2023.

In this episode of Private Equity 360, FD's National Practice Leader Bob Woosley joins Jamie Elias Partner with Trivest Partners (www.trivest.com) and Scott Dols, CEO and Founder of Big Truck Rental to discuss the advantages of a non-control private equity transaction and the situations where that may be appropriate for certain businesses.

In this episode of Private Equity 360, FD's National Practice Leader Bob Woosley joins Paul Yett, Director of ESG and Sustainability at Hamilton Lane (NASDAQ: HLNE) and Scott Kennedy President of Novata (www.novata.com), a public benefit corporation formed as a partnership of the Ford Foundation, S&P Global, Hamilton Lane and the Omidyar Network, to discuss how private equity firms are investor demands and portfolio company requirements related to ESG (Environmental, Social & Governance).  Topics covered in this episode: How mid-market focused General Partners are addressing ESG How the Institutional Limited Partners Association (ILPA)'s ESG Data Convergence Framework has created clarity How leading General Partners have recognized the importance of ESG in portfolio company value creation and vendor qualifications How FD and Novata have partnered to create a credentialed and practical ESG Support Program for Private Equity

Private equity firms are being challenged by ever increasing demands for data from their investors and balancing their need for "real time" access to data versus the use of third-party fund administrators. The in-house technology capabilities and related operational sophistication of private equity firms are rapidly evolving. In this episode of Private Equity 360, FD's National Practice Leader Bob Woosley discusses the evolving technology trends in private equity impacting their strategic data plans, the emergence of platform based technology solutions and future trends impacting the industry with James Haluszczak, Managing Partner of SteelBridge Labs and Ian Rubenstein, Chief Executive Officer of Exchangelodge. Watch it here: https://www.frazierdeeter.com/insights/private-equity-360-technology-trends-impacting-private-equity/

In this world of increased data and cyber-security risk, institutional investors have increased their awareness and due diligence requirements of private equity firms. FD's National Practice Leader, Bob Woosley discusses the evolving trends in the diligence of private equity firms with Neal Prunier, Director of Standards and Best Practices at the Institutional Limited Partners Association (ILPA) and with Sabrina Serafin, national compliance expert and host of "Culture of Compliance", the #1 ranked compliance podcast in the country. Watch: https://www.frazierdeeter.com/webinars/private-equity-360-evolving-trends-in-diligence-of-private-equity-firms/

It has been almost a year since we had a conversation about the impact of the pandemic on the private equity industry with Ducker, a market research firm that supports merger & acquisition diligence activities for leading private equity firms. In this episode, FD's National Practice Equity Leader, Bob Woosley and Jim Devlin, Managing Director of Transaction Advisory at Ducker, take a look back at our predictions and a look forward to what might be next, particularly relating to the "COVID effect" on company valuations today and going forward.

What is the current state of cross-Atlantic mergers and acquisitions? Bob Woosley interviews transaction and investment experts for their perspectives. Learn how COVID-19 and Brexit affected M&A in 2020 and what the future holds for 2021 markets. Moderator: Bob Woosley | National Practice Leader, Frazier & Deeter Speakers: Ben Proctor | Senior Partner, Watermill Group Steven Currie | Partner, Alantra Mark Lister | Director – Transaction Advisory, Frazier & Deeter Paul Colone | Managing Director/Partner, Alantra

As previewed at the 2020 Institutional Limited Partners Association (ILPA) Annual Summit, this case study delves into the strategy of "lifting out" a private equity firm's back office and bringing that team into a third-party administrator. National Practice Leader, Bob Woosley discusses this strategy with FD Fund Administration CEO, Thomas DiEgidio, and FD fund Administration Principals, Andrew Huss and Jonathan Haidet who successfully joined the firm as a result of a lift out. Watch now: https://www.fd-fa.com/videos/private-equity-360-lift-out/ 

What might be the impact on the mergers and acquisitions environment if Biden becomes President?  Further, what might be the impact of a "Blue Wave" if the Senate and the Presidency flips to Democratic control?  In this edition of Private Equity 360, we delve into these scenarios with senior FD Tax Partner, LeighAnn Costley and seasoned investment banker, Scott Rhodes with Citizens M&A Advisory. Watch the video: https://www.fd-fa.com/videos/private-equity-360-a-biden-tax-law-and-the-impact-on-ma/