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 dealmakingEffective value creation strategies amid ongoing extended holding periodsThe top factors PE predict could accelerate M&A activity in 2025Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, P.C., a Virginia professional corporation. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.
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 transactions.Why platform acquisitions have emerged as the leading capital deployment strategy as firms navigate uncertain times.What makes first-time investments particularly attractive in today's climate, especially for founder- and family-owned businesses.Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, P.C., a Virginia professional corporation. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.Turnaround and restructuring services as well as operational value creation services within the United States are offered through BDO Consulting Group, LLC, a separate legal entity and affiliated company of BDO USA, P.C., a Virginia professional corporation. Certain turnaround and restructuring services may not be available to attest clients of BDO USA under the rules and regulations of public accounting.
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 alpha and create value in today's challenging market environment.Why adaptability and scenario planning will be crucial for portfolio companies in 2025.
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 control while accelerating growth in an unpredictable market.What qualities make businesses attractive investment targets in today's middle market landscape.
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 institutional investors.How technology enables operational excellence and drives value creation in today's market.
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 long-term success.How strategic add-on acquisitions can help drive growth and enhance value within existing portfolio companies.
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 growthTheir approach to navigating shifting market conditions and positioning companies for successful exitsHow operational excellence and strong capital allocation enhance value in today’s competitive private equity environment
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 strategiesProviding post-investment support for their portfolio companies Which paths to exit they expect to dominate the M&A landscape in the coming months
On BDO’s latest Private Equity PErspectives podcast episode, Glenn Harrison, managing partner at private credit fund LO3 Capital and Ken Heuer, principal at Kidd & Company, a family office, joined host Todd Kinney to discuss:The opportunities and challenges posed by longer holding periodsHow their respective firms have been impacted by the shift toward private creditWhat the market has in store for the remainder of the year
On BDO's latest Private Equity PErspectives podcast episode, Corinne Spears, principal at Achieve Partners, and Rohanjit Chaudhry, executive director at Morgan Stanley Capital Partners, joined host Todd Kinney to discuss:How they are managing the high cost of capitalThe current deal landscape and what they expect to see the rest of the year Their approach to the talent challenges that emerging technology has introduced
On BDO’s latest Private Equity PErspectives podcast episode , Brett Hickey, founder and CEO of Star Mountain Capital, and Engin Okaya, executive managing director at Prudential Private Capital, joined host Todd Kinney to discuss:AI and other emerging technologies: How PE firms and their portcos can strategically leverage new and impactful tools to gain a competitive edge.The increasing focus on portco talent: Why strategic recruitment and retention efforts remain a top priority for PE firms and their portco leaders.PE’s evolving approach to value creation: How PE firms are creatively optimizing their portcos while navigating challenging headwinds.
On BDO’s newest Private Equity PErspectives podcast episode, Mike Hoffmann, partner at Thoma Bravo, sat down with host Todd Kinney to share his outlook on the current software deal space. They discuss: Thoma Bravo’s method: How the firm creates opportunities and measures results, and why they take a management-centric approach when evaluating potential partners.The high-growth nature of software: Unpacking the secular tailwinds, focus on digital transformation and emerging technologies, and the IT and security skills gaps feeding growth in the software space. Talent management: Why talent is everything in software, and how companies that prioritize attracting and retaining top talent can drive innovation, enhance operational efficiency, and gain a competitive advantage.Listen here: Talking Software Deal Trends with Thoma Bravo
On BDO’s latest Private Equity PErspectives podcast episode, Laurens Goff, co-founder and managing partner at Stone-Goff Partners, and Todd Squilanti, managing director at InTandem Capital Partners, join host Todd Kinney to discuss:The changing PE landscape: How, after several busy years of acquisitions, PE firms’ deal acquisition and value creation strategies are evolving.The importance of add-on deals: Why add-ons are advantageous but challenging.Attracting and retaining talent: How to drive motivation among portfolio company staff and ensure they are equipped and rewarded for their role in value creation.Listen here: Merger Integration Considerations for Driving Value.
On BDO’s new PE PErspectives podcast episode , Mike Weinberg, Managing Partner of Levine Leichtman Capital Partners, and Jeff Roth, Founding Partner of Bruin Capital, join host Todd Kinney to discuss:Deal-acquisition and value creation strategies: How the changing market has evolved the way fund managers are investing (or not)Key challenges facing portfolio company CFOs: How CFOs are managing inflation and high interest rates while navigating skillset gaps Talent management concerns: How fund managers are working with portfolio company leaders to ensure the right talent is in place to execute value creation plansListen here: Partnering with Portfolio Company CFOs to Navigate Talent and Workforce Challenges.
On BDO’s new Private Equity PErspectives podcast episode, Nick Santhanam, CEO of Fernweh Group, and Scott Spielvogel, co-founder and managing partner of One Rock Capital Partners, join host Todd Kinney to discuss:Investment strategies: How the changing market has evolved the way fund managers are investing (or not)Impact of current economy: How inflation and higher interest rates are affecting the approach to value creation and financing Influence of social and environmental concerns: How the pressures of social equity and climate-related demand are influencing human capital and investment decision making
On BDO’s new Private Equity PErspectives podcast episode, Michael LeTourneau, finance resource partner at Court Square Capital Partners, and Steve Siwinski, senior finance leader at Accel-KKR, join host Todd Kinney to discuss why PE CFOs need a “money-making gene” and “love of controlled chaos.” Tune in to hear their insights on: Talent challenges: How the current labor market headwinds play into fund and portfolio strategies, and what solutions they’re deploying The first 100 days: What’s most important now in the first 100 days of owning an asset Scaling the approach: How scaling your approach is top of mind for LPs today, and how to do it
On BDO’s new Private Equity PErspectives podcast episode, Patrick Whitehead, Executive Director at Morgan Stanley Capital Partners, and Katie Lankalis, Vice President at LLR partners, speak to host Todd Kinney about: Private credit: Why we’ve seen growth in the private credit market and where it’s headed nextDue diligence: How due diligence timelines continue to evolve, following a few extremely high-pressure yearsCreative deal structures: Why minority investments and all-equity deals are getting more attention in a down marketAlso hear from BDO’s Mark Houston on the refinancing market and how companies can successfully refinance in this challenging financing environment.
On BDO’s new Private Equity PErspectives podcast episode, Matt Smith, Principal at Graycliff Partners, and Dave Affinito, Partner at Victor Capital Partners, speak to host Todd Kinney about: Deal origination: Why “hustle ensures consistency and consistency ensures quality” Supply chain: The importance of diversifying suppliers to build resilience Regulatory oversight: How partnerships can respond to increased tax reporting scrutiny by deploying technology solutionsPlanning an exit: What questions to expect from the right buyer Also hear from Jeff Bilsky and Blake Stevens on partnership taxation issues and BDO’s Partnership Capital Account Solution.
On the latest episode of BDO’s Private Equity PErspectives podcast, host Todd Kinney speaks with Justin Wender, Managing Partner at Stella Point Capital, and Rob Bosco, Managing Director of Stone-Goff Partners on how a recession could impact private equity and what they’re seeing in the GP-led secondaries market.Listen to the podcast to learn: Why valuations for private equity, especially in the middle market, are not seeing the same declines as valuations in the public marketsWhy we are seeing more GP-led secondary transactions and why that is expected to continueThe importance of investing in companies that are providing real value to their customers How technology can create efficiencies in the transaction processWhy technology-driven services businesses may provide some resilience in an evolving economyInvestment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a Delaware limited liability partnership and national professional services firm. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.
On the latest episode of BDO’s Private Equity PErspectives podcast, host Todd Kinney speaks with Alice Birnbaum, Head of Business Development at BBH Capital Partners and Stephen Connor, Head of Business Development at Hamilton Robinson Capital Partners. Alice and Stephen discuss their firm’s approach to deal origination and how their investment strategies differ for their different focus industries.Listen to the podcast to learn: Strategies for targeting deals with owner-operated and family-owned businessesHow centers of influence, such as investment banks, accounting firms and law firms can be great sources for deal originationHow technology overlays the deal origination processHow a lot of committed, but uncalled capital can boost the private equity market in the near term, even as the economy evolvesWhy businesses looking for a private equity buyer need to prove the next 5 years will be the best ever for their businessWhy deal flow in the manufacturing and B2B space is predicted to be strong moving forwardWhy the mandate to do control and non-control deals can provide flexibility in a changing market
Abed Aftabi
Thanks Todd