Private Equity Sourcing, Culture, and Data Discipline at Monomoy
Private Equity Podcast: Karma School of Business
Release Date: 11/19/2025
Private Equity Podcast: Karma School of Business
Sean Mooney, Founder and CEO of BluWave, shares the key takeaways from BluWave’s 2025 Private Equity Insights Report and what they signal for the year ahead. Drawing on real-time data from hundreds of PE firms and thousands of portfolio companies, he outlines how the industry shifted from defense to offense, why diligence and value creation surged late in the year, and what separates winners from laggards entering 2026. Sean also delivers clear predictions on AI adoption, talent, software sprawl, and the accelerating deal rebound. This episode sets the context every private equity leader...
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Geoff Faux, Partner at Clearview Capital, shares the principles that shape his approach to private equity investing, from evaluating management teams and industry dynamics to navigating adversity when deals go sideways. He reflects on lessons forged through competitive athletics, a career built inside one firm, and a defining portfolio company crisis that tested every assumption about value creation. Geoff also explains Clearview’s first-in institutional playbook and how focus, prioritization, and people decisions drive durable outcomes. This is a grounded, hard-earned perspective on what it...
info_outlinePrivate Equity Podcast: Karma School of Business
Sean Mooney curates the 2025 reading list recommended by private equity investors, operating partners, and portfolio company CEOs featured on Karma School of Business this year. The episode spans business strategy, capital allocation, leadership, happiness, mindset, and life design—through the lens of people actively building and scaling companies. From The Outsiders to Traction to unexpected personal favorites, the list reflects what serious operators are actually reading and rereading. If you’re building for the long term, this one earns a spot in your queue. Episode Highlights 1:12...
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Rob Turano, Operating Partner at Bloom Equity Partners, breaks down the playbook he uses to transform lower middle-market software companies—from sharpening product focus to elevating talent and building repeatable go-to-market engines. He shares how Bloom integrates operating partners early in diligence, accelerates transformation in the first 12–18 months, and instills a performance culture rooted in data, speed, and ownership. Rob also gets personal, from his love of cooking to the practices he uses to think more clearly as a leader. It’s a sharp, candid look at what real value...
info_outlinePrivate Equity Podcast: Karma School of Business
Eliot Kerlin, Founder and Managing Partner of Broadwing Capital, shares the unconventional path that took him from pre-med to private equity and the principles that now guide his firm’s approach to building durable, high-performing companies. He unpacks Broadwing’s value-creation playbook, the importance of forecasting NTM cash flow, and why culture, people analytics, and in-person leadership sit at the center of long-term success. Eliot also reflects on the tenacity required to launch a firm—and the clarity needed to focus on what truly matters. It’s a grounded, thoughtful...
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Renn Iaboni, Managing Director at Monomoy Capital Partners, joins Sean to discuss how disciplined sourcing, cultural alignment, and a 15-year proprietary data engine shape Monomoy’s approach to private equity. He shares how engineering training, relationship-driven BD, and resilience forged through career adversity inform the way he builds high-trust deal pipelines. Renn also details how Monomoy’s Beacon platform connects BD, investment, and credit teams to operate as one cohesive firm. It’s a candid look at what modern private equity excellence really requires — and why Monomoy’s...
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In this episode of Karma School of Business, Sean Mooney interviews Drew Meyers, Partner at Seaport Capital. Drew shares how his unconventional path—from off-track betting to M&A integration—shaped his approach to lower middle-market private equity. He breaks down Seaport's focused strategy on founder-led businesses, where they invest early in professionalization across strategy, sales, and finance. The conversation covers everything from the importance of relationships and never burning bridges to how BluWave helps Seaport access cost-effective resources tailored to smaller portfolio...
info_outlinePrivate Equity Podcast: Karma School of Business
In this special edition of the Karma School of Business, Sean Mooney, Founder and CEO of BluWave, breaks down key findings from BluWave’s Q3 2025 Private Equity Insights Report. Drawing parallels between his son’s fencing lessons and today’s economic climate, Sean explains how the best investors are shifting from a defensive stance to an offensive one. Seeing through the noise, leaning forward, and playing to win. He shares fresh data showing that deal activity, due diligence spending, and AI investment are all surging—signs of an industry on the offense. From the manufacturing...
info_outlinePrivate Equity Podcast: Karma School of Business
In this episode of Karma School of Business, Sean Mooney interviews Laurens Goff, Co-Founder and Managing Partner at Stone Goff Partners. Laurens shares insights from his path to private equity, the founding story of his firm, and how leveraging focus and visibility transforms lower-middle-market companies. Key points include: 1:05 - Laurens’ journey: From early life in Providence to successfully navigating investment banking and private equity. 9:52 - Stone Goff’s evolution: Lessons learned as an independent sponsor and the foundation of a committed capital fund. 19:41...
info_outlinePrivate Equity Podcast: Karma School of Business
Jared Stein, Co-founder and Partner at Monogram Capital Partners, shares his expert approach to scaling consumer businesses, fostering customer loyalty, and driving sustainable growth. From partnering with family-owned companies to identifying sectors with lasting demand, Jared provides actionable insights for excelling in fragmented markets and navigating today’s rapid disruption cycles. A must-listen for private equity professionals and business builders looking to sharpen their playbook. Episode Highlights: 00:33 - Jared’s family business origins and lessons learned from hard jobs...
info_outlineRenn Iaboni, Managing Director at Monomoy Capital Partners, joins Sean to discuss how disciplined sourcing, cultural alignment, and a 15-year proprietary data engine shape Monomoy’s approach to private equity. He shares how engineering training, relationship-driven BD, and resilience forged through career adversity inform the way he builds high-trust deal pipelines. Renn also details how Monomoy’s Beacon platform connects BD, investment, and credit teams to operate as one cohesive firm. It’s a candid look at what modern private equity excellence really requires — and why Monomoy’s model stands apart.
Episode Highlights
1:19 – Growing up in New York, engineering ambitions, and the winding path into private equity
3:04 – How engineering training equips professionals for ambiguity and problem-solving in PE
9:40 – Renn’s pivotal career setback at Macquarie and how building a new practice became an inflection point
14:46 – Why Monomoy’s integrated model works and how cross-functional collaboration is reinforced
17:53 – Inside “Beacon,” Monomoy’s proprietary CRM and sourcing engine
20:58 – A real case study: tracking Wapac for years and how long-term data compounds sourcing advantages
23:54 – Renn’s advice to his 22-year-old self and how energy, not passion alone, should guide career choices