Private Equity 360

What does it take to build value across hundreds, or even thousands, of franchise locations? In this episode of Private Equity 360, host Bob Woosley sits down with Scott Romanoff, Co-Founder and Co-Managing Partner of Franchise Equity Partners, to explore a differentiated approach to multi-unit investing. Scott shares how his team identifies high-growth franchise systems, partners with top operato...

Pricing is often an overlooked lever in private equity value creation, but even small adjustments can drive meaningful margin improvement. In this episode, host Bob Woosley is joined by Alexis Underwood of Wynnchurch Capital and Jared Wiesel of Revenue Analytics to explore how a more data-driven, structured approach to pricing uncovers hidden opportunities across portfolio companies. From diligenc...

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,...

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 readi...

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 shapi...

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...

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 a...

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 ope...

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 ma...

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 chal...

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 s...

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 ligh...

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 fa...

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 W...

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 investo...

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  Bo...

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) a...

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...

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, Ala...

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 H...

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. W...

Litigation finance is a unique niche within the alternative asset space. FD and FD Fund Administration National Private Equity Practice Leader, Bob Woosley had a discussion with Jay Greenberg, Chief Executive Officer of LEXSHARES and attorney, Doug Gruener, Partner with Levenfeld Pearlstein on a topic that applies to investors, portfolio companies, attorneys as well as investment bankers. Watch th...

Secondary funds have traditionally represented a powerful liquidity strategy for Limited Partners, but how were they affected by the pandemic?  Bob Woosley  interviews Chris Lawrence, Managing Partner at Labyrinth Capital Partners. Chris further explains the dynamics of secondary funds and breaks down the pandemic timeline in relation to the industry. To watch this interivew visit: https://www.fra...

Real estate is one of the hardest hit industries from the COVID-19 pandemic. Bob Woosley interviews two experienced real estate investors for their opinions on the current climate and rising trends in the real estate industry. FD Fund Administration provides real estate fund administration and additional financial services through Frazier & Deeter's experienced real estate practice. For more infor...