Supply Chain Compliance Risk in the Mid-Market: How the Banking Industry Is Leaning In
Release Date: 11/07/2024
A Different Approach to Franchise and Multi-unit Investments
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 operators, and uses data, marketing, and strategic capital to scale performance across diverse sectors like quick service restaurants, auto services, and home services. From evaluating brand momentum and...
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Driving Value with Scientific Pricing Strategies
Private Equity 360
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 and Jared Wiesel of to explore how a more data-driven, structured approach to pricing uncovers hidden opportunities across portfolio companies. From diligence through the hold period, they discuss how firms are identifying pricing inefficiencies, implementing practical changes and building pricing into an ongoing capability. The conversation also highlights the critical role of sales...
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How to Apply Private Equity Value Creation Principles to Public Market Investing
Private Equity 360
What if the principles that drive private equity success could transform public market investing? In this episode, Jean-Louis Lelogeais and Randy Cohen of 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, fund managers, and advisors seeking new ways to bridge private and public market approaches. Learn more about here. About the Speakers: Bob Woosley, National Private Equity Practice Leader, Frazier & Deeter...
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AI’s Role in Middle Market Growth
Private Equity 360
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 readiness and the risks and governance considerations that come with AI-enabled growth. As AI continues to reshape operating models, this episode offers practical insights for private equity...
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How Infrastructure Is Powering the Democratization of Private Markets
Private Equity 360
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 , 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 shaping the ecosystem today. We also explore what the future may look like as platforms, data and automation converge. This conversation offers valuable insights for fund managers, LPs, wealth advisors and anyone...
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A Contrarian Approach to Real Estate Investing
Private Equity 360
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 value where others overlook it. About Our Speakers: Bob Woosley, National Private Equity Practice Leader, | Jeffrey Karsh, Founder and Managing Partner, |
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Rethinking Talent in the Age of AI
Private Equity 360
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 , and Katie Fullalove, Principal at GenNx360, to explore how AI is redefining the skill sets and mindsets PE firms are prioritizing when recruiting top talent. Ron shares his perspective on the emerging value of creativity, entrepreneurial thinking and relationship development in a...
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Corporate Carve-Outs Done Right
Private Equity 360
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 operational separation, structuring TSAs, retaining talent and navigating cross-border complexities. Whether you’re an investor, operator or advisor, this episode offers a playbook for getting...
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Beyond the Mainstream: How Niche and Uncorrelated Investments Unlock Value
Private Equity 360
In this episode of Private Equity 360, host Bob Woosley is joined by Jeff Collins from 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 market trends.
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Supply Chain Compliance Risk in the Mid-Market: How the Banking Industry Is Leaning In
Private Equity 360
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 '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 challenges, strategies and opportunities for mid-sized companies navigating new compliance landscapes and the financial resources available to help them succeed.
info_outlineIn 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 challenges, strategies and opportunities for mid-sized companies navigating new compliance landscapes and the financial resources available to help them succeed.