BDO Private Equity PErspectives Podcast

As private equity capital continues flowing into data centers and AI infrastructure, sponsors are being forced to rethink everything from materials sourcing to what “exit‑ready” really means. In the latest episode of BDO’s Private Equity PErspectives Podcast, host Todd Kinney continues the conversation with Jackson Pei, Managing Director and Co‑Head of PE at Closed Loop Partners, Michael Ryder, Pa...

In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Jackson Pei (Closed Loop Partners), Michael Ryder (Igneo Infrastructure Partners), and Blair Barlow (Lime Rock New Energy) to discuss: How rack densification and next-gen cooling (from air to liquid) are reshaping data center design Where power availability and grid constraints show up first and wha...

In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Kyle Bethancourt, Co-Founder and Managing Partner at Sallyport Investments, and Eliot Kerlin, Co-Founder and Managing Partner at Broadwing Capital, to discuss: Creative exit pathways to consider in 2026 as long holding periods persist How AI is being deployed inside PE firms and across their portcos...

In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Kyle Bethancourt, Co-Founder and Managing Partner at Sallyport Investments, and Eliot Kerlin, Co-Founder and Managing Partner at Broadwing Capital, to discuss: How tariff uncertainty and macro volatility shaped dealmaking in 2025 Creative capital deployment strategies for a tight and competitive mar...

In BDO's first Private Equity PErspectives podcast episode of 2026, Host Todd Kinney is joined by Nicolas Vega Llona, Principal at Lincolnshire, and Monty Yort, Managing Partner at GenNx360, to discuss: Deal flow expectations and how declining rates and dry powder are influencing valuations in 2026 Creative deal structures that balance immediate DPI generation with long-term value creation opportu...

In BDO's final Private Equity PErspectives podcast episode of 2025, Host Todd Kinney is joined by Nicolas Vega Llona, Principal at Lincolnshire, and Monty Yort, Managing Partner at GenNx360, to discuss: The biggest shifts in private equity throughout 2025 and how firms adapted Portfolio company performance relative to expectations amid macro challenges How proactive sourcing strategies helped firm...

In part two of BDO's latest Private Equity PErspectives podcast episode, Host Todd Kinney is joined by Shane Tiemann, Partner at Gamut Capital, and Jon Schwartz, Partner at MRE Capital to discuss: How they’re establishing market differentiation amid increased competition Adapting exit strategies as hold periods extend and continuation vehicles gain traction Maintaining investment discipline and fo...

In BDO's latest Private Equity PErspectives podcast episode, Host Todd Kinney is joined by Shane Tiemann, Partner at Gamut Capital, and Jon Schwartz, Partner at MRE Capital to discuss: The impacts of interest rate cuts on dealmaking strategies and investment outlooks How both PE firms and family offices are prioritizing long-term value creation Practical strategies for helping portcos protect and...

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 dealmaking Effective v...

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 t...

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 wit...

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...

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,...

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 p...

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 growth Their approach to navigating shi...

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 strategies Providing post-investment support for their portfolio companies Which paths to exit they expect to dominate the M&A landsc...

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 periods How their respective firms have been impacted by the shift toward private credit What the market has in s...

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 capital The current deal landscape and what they expect to see the rest of the year Their approach to the talent challenges that emerging t...

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...

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:...

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 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 in...

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 t...

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...

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 next Due diligence: How due diligence timelines continue to evolve, following a few extremely...