Privcap Private Equity & Real Estate Podcast

A playback of the popular Privcap webinar. Two value-creation experts discuss artificial intelligence applied to portfolio companies, “table-stakes” projects versus more advanced business functions, and where to begin. Also discussed – private equity’s ability to shape the digital future of a portfolio company, instilling a culture of experimentation, and how digital capabilities can increase exit... The post Born-Digital: Helping Portfolio Companies Become Tech-Enabled Competitors appeared first on Privcap.

A veteran private equity investor surveys the energy landscape as it transitions from traditional oil and gas to renewables. Joe Bob Edwards of White Deer Energy argues that good opportunities are to be had across the broad energy supply chain, that nuclear and natural gas are clean and should not be neglected, and that the... The post Investing in an Evolving Energy Market appeared first on Privcap.

Part 2 of 3. Charlie Ayres, the Chairman of middle-market private equity firm Trilantic North America, discusses how GPs are clamoring for differentiation in today’s auction market, the costs of losing an auction, and the rise of ‘fireside chat’ sale kickoffs. The post Evolution of M&A Auction Processes appeared first on Privcap.

Three experts discuss how ESG has moved from a ‘why’ discussion to ‘how’ these principles should be implemented by a private equity firm. Topics include the rise of LP demand for diversity and inclusion and climate change data, portfolio-level versus company-level reporting, and the importance of viewing as a tool for value creation, not just... The post Reporting ESG: Challenges and Opportunities for Private Equity GPs appeared first on Privcap.

Part 2 of 2. The head of private equity giant EQT Partners discusses the macro themes driving the future of real assets, the transition to renewable energy, and sustainability as a form of value creation. The post How EQT Invests in Sustainable Real Assets appeared first on Privcap.

On-demand webinar. Three private equity value-creation experts discuss the challenges and opportunities faced by GPs during the pandemic, and what comes next. Human capital stands out as the top priority, they agree, with the war for talent made even more complex in a resurgent economy and new remote work era. Also discussed is the need... The post Supporting Portfolio Companies in Times of Disruption appeared first on Privcap.

An interview with Adam Blumenthal, Founder and Managing Partner of New York-based private equity firm Blue Wolf Capital Partners. Blumenthal discusses his firm’s carefully constructed approach to adding value via ESG principles, as well as private equity’s unique ability to influence the practices of its portfolio companies. Also discussed – the low-hanging fruit of governance... The post Private Equity as a Force for ESG Value-Creation appeared first on Privcap.

Interview with Trilantic North America Chairman Charles Ayres. The post Trilantic: How We Partner With Entrepreneurs appeared first on Privcap.

An interview with CEO of global private equity firm EQT Partners, Christian Sinding. The post EQT’s Global Approach to ‘Future-Proofing’ Businesses appeared first on Privcap.

Brian Murphy, a senior partner at alternative investment advisory firm Portfolio Advisors, details the rise of the secondaries market from the 1990s to the present day. Plus – the growing trend toward GP-led secondary transactions, often in the form of ‘continuation funds.’ The post Evolution of the Private Capital Secondaries Market appeared first on Privcap.

Three advisors to the specialty finance industry describe a private equity and M&A market driven by an expectation that financial technology innovations will transform this often-misunderstood branch of financial services. Jim Chester of KBW and Brandon Hollis and Hersh Shah of RSM give their definitions of “specialty finance” and discuss the substantial overlap with the... The post Specialty Finance Turbo-Charged by FinTech appeared first on Privcap.

An in-depth interview with two veteran investors in US farmland. Dan Little and Gabe Santos of Homestead Capital discuss farmland as a hedge against inflation, how the firm maximizes the value of the farms in which they invest, how retiring farmers lead to deal flow, the fragmentation of the market, how to choose the right... The post Investing in US Farmland appeared first on Privcap.

Brian Murphy of Portfolio Advisors discusses the evolving liquidity options for high net worth investors, who increasingly are seeking access to private capital strategies. Murphy describes the very illiquid early days of alternatives, the growth of wealthy individuals as LPs who need smaller “ticket sizes,” the administrative challenges of providing liquidity, and the growing popularity... The post High Net Worth Capital and Liquidity in Alternatives appeared first on Privcap.

The head of services investing for global private equity firm Permira discusses how the opportunity has changed thanks to the advance of disruptive technology. Philip Muelder also discusses Permira’s transformation of governance and risk specialist Duff & Phelps, the rise of “bots” (also known as Robotic Process Automation), how services business have fared during the... The post Investing in Tech-Enabled Services appeared first on Privcap.

Two veterans of the Florida-based private equity firm describe their successful investments in, respectively, a primary care clinic and a dermatology business. Dan Florian and Stephen Cella of Sun Capital Partners also discuss the effects of COVID on the healthcare industry, the growth of telehealth, winning versus challenged business models as healthcare evolves, and patient empowerment.  The post Sun Capital is Bullish on Healthcare Done Right appeared first on Privcap.

The founder of a major private equity firm discusses his project to lower the cost of college education. The post New Mountain’s Steve Klinsky: Passionate About Education appeared first on Privcap.

Two veterans of the private equity tax function discuss the challenges of getting data tax-ready, the finance team’s move to high-value tax analysis, and a new RSM tax technology solution called PartnerSight. Click here to learn more about PartnerSight. The post The Tax Function as Value-Add Lever appeared first on Privcap.

A conversation with KKR’s Neil Brown, who takes a deep dive into the effect that a massive disruption of the global supply chain is having on businesses. Brown, a Managing Director for the KKR Global Institute and KKR Infrastructure, discusses the impact of digital services, changing consumer priorities, the US-China relationship and the future of... The post Grappling With the Supply Chain of the Future appeared first on Privcap.

Three veterans of the life sciences private equity and M&A market share intel about dramatic changes in the industry. The post Life Sciences Gets a COVID Booster Shot appeared first on Privcap.

The chairman of Washington DC-based advocacy group American Investment Council, which seeks to tell the "good stories" of the private equity industry. The post What Washington Needs to Understand About Private Equity appeared first on Privcap.