BDO Private Equity PErspectives Podcast

Though trade and tariff tensions have made headlines and raised questions about their impact on deals, there will still be a healthy flow of M&A in the manufacturing and distribution sector in 2019.  In this episode, Ken Heuer, principal at Kidd & Company, and Charlie Fox, head of business development at GHK Capital Partners, join BDO's Todd Kinney to share their take on the macroecon...

Eighty-nine percent of private equity executives expect a correction within 1-2 years, according to BDO's Tenth Annual Private Equity PErspective Survey. Yet private equity funds have a lot of dry powder to deploy. How are expectations for a correction affecting deal composition and timing? In this episode, Jon Tenan, director at Lazard Middle Market, and David Glazer, director at Gladstone Invest...

With 2018 nearly in the rearview mirror, dealmakers have started considering how the shifting market landscape, ongoing trade tensions, and an increased emphasis on digital transformation will impact private equity in the year ahead. In this episode, Matt Bernstein from Raymond James and Adrian Whipple from TZP Group join BDO's Todd Kinney to share their middle-market private equity predictions fo...

Software deals continue to be the “holy grail” of technology investments for a variety of reasons – recurring revenues, high growth potential, and versatility across industries. Yet beyond this coveted sector, what are private equity investors looking for in tech deals today? In this episode, Jeff Becker from JEGI and Aron Grossman from Gemspring Capital join BDO’s Todd Kinney to share their take...

With KKR's $10 billion purchase of Envision Healthcare this summer, the largest healthcare buyout deal since the financial crisis, private equity's appetite for healthcare deals might well be stronger than ever. Meanwhile, with Amazon's emerging healthcare arm and an imminent deal between CVS and Aetna, providers are turning to digital innovation to help navigate industry disruption.  In this...

In the seventh episode of BDO's Private Equity PErspectives Podcast, Richard Baum of Consumer Growth Partners and Natalie Kotlyar, leader of BDO's National Retail & Consumer Products Practice, join BDO's Todd Kinney to discuss the state of the retail industry. BDO's Katherine Gauntt also shares her take on the implications of the Supreme Court's recent Wayfair decision. Tune into the full epis...

Today, the state of the economy, add-on acquisitions, and industry diversity are just a few issues at the forefront of the private equity industry. In this episode, Gretchen Perkins of Huron Capital and Silver Leaf Partners' Kathleen Lauster join BDO's Todd Kinney to discuss these topics and more. Additionally, BDO's Karen Baum discusses the benefits of sell-side due diligence and the evolution of...

At the ACG InterGrowth 2018 conference in San Diego, BDO's Todd Kinney met with Deerpath Capital managing director Orin Port and CIP Capital managing director Bobby Kelly to discuss their firms' unique investment strategies, deal activity, and leverage usage. Tune into the full episode for Orin and Bobby's range of insights, including: How their firms find investment opportunities in such a crowde...

Ethan Shoemaker, managing director and principal at Orion Energy Partners, chats with BDO’s Todd Kinney about his firm’s credit-oriented investing approach as well as niche opportunities in the energy market. Tune into the full episode for Ethan’s complete insights, including: Why the lower-middle energy market is ripe for opportunities How tax reform will impact energy investments The case for th...

Joe Pacello, tax partner in BDO's Asset Management practice, unpacks what tax reform means for private equity. Hosted by Todd Kinney, this episode delves into the new tax provisions with both positive and negative implications for the asset class. 

Derek Lim, a director at Ardian , joins BDO’s Private Equity podcast about one year after the launch of the private equity firms’ first North American Buyouts Fund.

The inaugural episode of BDO’s Private Equity PErspectives podcast features John Castle, managing partner of Branford Castle Partners , a New York City-based, middle-market private equity firm. In discussion with BDO’s Todd Kinney, John zeroes in on the manufacturing & distribution sector and discusses dealmaking in the current environment of inflated valuations and political uncertainty.