Private Equity Podcast: Karma School of Business
Private equity insights for and with top business builders, including investors, operators, executives and industry thought leaders. The Karma School of Business Podcast goes behind the scenes of PE, talking about business best practices and real-time industry trends. You'll learn from leading professionals and visionary business executives who will help you take action and enhance your life, whether you’re at a PE firm, a portco or a private or public company. BluWave Founder & CEO Sean Mooney hosts the Private Equity Karma School of Business Podcast. BluWave is the business builders’ network for private equity grade due diligence and value creation needs. To learn more, visit: https://bit.ly/3oPBjs8
info_outline
The Private Equity Playbook for Add-On Strategy, Data Discipline & Value Creation | Brooke Ablon, Fort Point Capital
06/04/2025
The Private Equity Playbook for Add-On Strategy, Data Discipline & Value Creation | Brooke Ablon, Fort Point Capital
Brooke Ablon, Co-Founder and Partner at Fort Point Capital, joins Sean Mooney to share how his firm scales lower middle market companies through a precise mix of strategy, data, and partnership. From executing disciplined add-on acquisition plans to transforming founder-led businesses into institutional-grade operations, Brooke walks through a real-world private equity playbook that’s built for today’s competitive landscape. 🔑 Key Topics Covered: [00:01:09] How a psychology major and distressed investor found his way into private equity [00:10:22] What distressed investing teaches you about cash flow, value, and conflict [00:19:27] Fort Point’s investment criteria: value proposition, management excellence, and fit [00:24:48] How to create value with strategic add-ons, board governance, and growth alignment [00:29:09] Using data analytics and utilization tracking to uncover hidden margin [00:32:34] Advice for management teams: think proactively, act decisively, use your data [00:40:24] Why private equity careers (and outcomes) are marathons, not sprints For more information on Fort Point Capital, go to: For more information on Brooke Ablon, go to: For more information on the Karma School of Business podcast, go to:
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/36837010
info_outline
How Private Equity Pros Build Enduring Value with Discipline & Data | Brian Neider, Lead Edge Capital
05/28/2025
How Private Equity Pros Build Enduring Value with Discipline & Data | Brian Neider, Lead Edge Capital
Brian Neider, Managing Partner at Lead Edge Capital, joins BluWave CEO Sean Mooney to break down what great private equity investing really looks like — from systematic sourcing to building one of the most engaged LP networks in the industry. This episode is packed with real-world lessons from 20 years of disciplined execution and growth equity innovation. Episode Highlights: [1:09] Brian’s early lessons in entrepreneurship from running a vending business to building top-of-funnel strategy at Bessemer [6:09] How 20,000 cold calls built the foundation for Lead Edge Capital’s thesis-driven sourcing [17:06] The 8-point “strike zone” framework Lead Edge uses to evaluate private equity opportunities [27:06] How Lead Edge’s LP network drives differentiated value creation and portfolio company support [34:30] The role of instrumentation and data discipline in unlocking portfolio performance [39:57] Advice to early-career professionals: treat your time, relationships, and decisions like investments [45:25] Life hacks from an investor: walking pads, airline points intel, and email follow-up tools For more information on Lead Edge Capital, go to: For more information on Brian Neider, go to: For more information on the Karma School of Business podcast, go to:
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/36729980
info_outline
Don McDonough on Leading A Private Equity Business Development Function
05/21/2025
Don McDonough on Leading A Private Equity Business Development Function
In this episode of Karma School of Business, Sean Mooney speaks with Don McDonough, Managing Director at GTCR, about his career in private equity and his role in building GTCR’s business development function. Episode Highlights: 1:24 - Path to Private Equity: Don’s journey from investment banking to private equity and his early career experiences. 4:56 - Leadership Lessons: How sports and teamwork shaped Don’s approach to leadership and problem-solving. 10:09 - Building a New Role: Challenges and strategies in developing GTCR’s business development function. 27:04 - Value Creation Themes: GTCR’s focus on technology, AI, and proactive risk management strategies to drive portfolio growth. 33:02 - Advice to Younger Self: Don’s insights on identifying strengths, following passions, and seeking mentorship. For more information on GTCR, go to For more information on Don McDonough, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/36625705
info_outline
Foundations of Leadership: Private Equity Insights with Dave Schnadig
05/14/2025
Foundations of Leadership: Private Equity Insights with Dave Schnadig
In this episode of Karma School of Business, Sean Mooney connects with Dave Schnadig, Co-President of Cortec Group, for an inspiring conversation about private equity, leadership, and the many lessons Dave has learned through his dynamic career. Dave shares his journey from his family’s entrepreneurial roots to leading one of private equity’s most successful firms. Along the way, he dives deep into stories of overcoming challenges, including the Yeti turnaround, managing tariffs, and how to guide portfolio companies through dynamic markets. Episode Highlights: 1:14 - Formative Years: Dave’s entrepreneurial childhood and lessons from his family business that shaped his approach to private equity. 7:18 - Journey to Cortec Group: How Dave’s experience in investment banking and private equity led him to one of the most unique models in the industry. 20:33 - Philosophy of Ownership: Why being “all in” is critical to succeeding in private equity, both for GPs and portfolio leaders. 22:35 - Yeti’s Turnaround Story: How tenacity and smart strategic decisions transformed a significant challenge into one of private equity’s top home runs. 42:10 - Mitigating Tariffs: Dave explains Cortec’s proactive approach to addressing tariffs and supplier diversification across portfolio companies. 48:27 - Adventure and Balance: Dave’s advice for finding balance through curated family trips and why experiences matter as much as success in business. For more information on Cortec Group, go to For more information on Dave Schnadig, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/36555270
info_outline
Data, AI, and Leadership: Essential Lessons for Private Equity from Misha Logvinov
05/07/2025
Data, AI, and Leadership: Essential Lessons for Private Equity from Misha Logvinov
In this episode of Karma School of Business, Sean Mooney sits down with Misha Logvinov, Managing Director and New York Office Lead at MGX, to discuss the essential lessons he’s learned throughout his entrepreneurial journey and private equity career. Together, they explore actionable insights on leadership, adaptability, and leveraging technology for value creation in private equity and beyond. Episode Highlights: 1:19 - Misha’s Early Journey: Growing up in post-Soviet Russia, launching entrepreneurial ventures as a teen, and transitioning to Silicon Valley during the dotcom boom. 7:22 - Entry into Private Equity: Misha describes his unplanned move into private equity after years as a tech operator and entrepreneur. 13:43 - Hallmarks of Great Companies: Key factors Misha looks for in businesses poised for success, including strong leadership, adaptability, and robust tech infrastructure. [00:18:31] Value Creation at MGX: How MGX helps portfolio companies grow by integrating cutting-edge AI and data strategies. [00:23:16] Actionable Advice: Misha highlights the importance of prioritizing data readiness, embracing AI for operational improvement, and rethinking leadership approaches for the future. [00:33:44] Advice to Younger Self: Misha reflects on the importance of balancing drive with kindness while pursuing high performance. For more information on MGX, go to For more information on Misha Logvinov, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/36445050
info_outline
Private Equity Q1 Insights: Adapting to Economic Shifts and Deal Market Trends
04/30/2025
Private Equity Q1 Insights: Adapting to Economic Shifts and Deal Market Trends
In this episode of Karma School of Business, Sean Mooney shares key insights from Q1 2025, covering private equity activity and responses to evolving economic conditions. Examining GDP, easing inflation, and rebounding deal activity, Sean discusses how private equity professionals are adapting strategies to capitalize on opportunities while managing risks such as emerging tariffs and global complexities. Episode Highlights: [00:04:03] Economic Landscape: Sean breaks down Q1 economic data, including inflation approaching the Federal Reserve’s 2% target, GDP evaluation, and job market resilience with a 4% unemployment rate. [00:05:23] Deal Market Trends: BluWave’s activity index reveals rising due diligence activity, with Q1 showing a 15% year-over-year increase. Sean highlights stronger deal flow from firms like Hidden Harbor. [00:10:47] Tariff Volatility: Sean explains how new tariff policies are driving demand for procurement and logistics strategies as private equity firms adapt to unforeseen complexities. [00:18:01] Strategic Recalibration: Sean discusses the importance of clearer guidance from Washington and how private equity continues to mitigate risk while identifying opportunities in an uncertain global landscape. To request the Q1 2025 Private Equity Insights Report, go to .
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/36359875
info_outline
Private Equity Resilience: Turning Adversity Into Opportunity
04/23/2025
Private Equity Resilience: Turning Adversity Into Opportunity
This episode of Karma School of Business explores how resilience, tenacity, and grit enable private equity professionals to turn risk into opportunity. Sean Mooney reflects on industry responses to the 2008 financial crisis and COVID-19, showcasing how frameworks like Colonel John Boyd’s OODA Loop (Observe, Orient, Decide, Act) drive action during times of uncertainty. Episode Highlights: 0:34 -Sean’s preamble: How private equity reframes risk in uncertain times, with a focus on the 2008 financial crisis and COVID-19. 12:05 - Andrew Joy: Overcoming immense personal adversity, including a near-fatal injury, and rebuilding his life to graduate valedictorian from Emory University. 19:36 - Sean expands on Andrew’s mindset shift: The power of small victories and how they mirror resilience in private equity. 26:19 - Rob Konrad: Surviving a 16-hour swim in open ocean by relying on clarity and determination. 31:12 - Sean reflects on Rob’s story: Lessons on resilience and decision-making in life and business. To listen to Andrew's full episode, go to To listen to Rob Konrad's full episode, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/36272670
info_outline
Elements of Value in Private Equity (Part III): Key Characteristics of Great Companies
04/16/2025
Elements of Value in Private Equity (Part III): Key Characteristics of Great Companies
In this special episode of Karma School of Business, Sean Mooney revisits insights from previous conversations with some of private equity’s most thoughtful leaders. These experts highlight the "elements of value" they prioritize when evaluating companies for investment, offering actionable frameworks and lessons learned across industries, geographies, and strategies. Episode Highlights: 01:11 - Nik Kapauan shares Access Holdings’ research-driven approach to identifying segment leaders and defining "what good looks like" in fragmented industries. 07:10 - Rob Konrad discusses the critical role of people and alignment when partnering with family-owned businesses in the lower middle market. 21:11 - Casey Myers emphasizes leadership, product-market fit, and overcoming tech debt for durable, smart growth in software companies. 28:24 - Jonathan Metrick explores the power of identifying superpowers in business and relentlessly prioritizing resources to create competitive advantage. 35:29 - Lisa Ames highlights the importance of ruthless prioritization in marketing, focusing efforts where they create the most predictable success. To listen to Nik Kapauan's full episode, go to To listen to Rob Konrad's full episode, go to To listen to Casey Myers' full episode, go to To listen to Jonathan Metrick's full episode, go to To listen to Lisa Ames' full episode, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/36155930
info_outline
AI in Private Equity: How Innovation is Reshaping Business Strategies
04/09/2025
AI in Private Equity: How Innovation is Reshaping Business Strategies
In this special episode, Sean Mooney joins Doug McCormick (HCI Equity Partners) and Lloyd Metz (ICD Partners) to explore the transformative impact of AI on private equity, portfolio companies, and everyday life. From optimizing portfolio company operations to driving innovation in deal sourcing and content creation, this discussion provides actionable insights into how leading firms are leveraging AI to create competitive advantages. Whether you’re an investor, executive, or business builder, this episode is packed with strategies to embrace AI’s potential in your organization. Episode Highlights: 12:51 - Sean outlines a practical framework for engaging with AI tools, emphasizing the benefits of experimenting with large language models like ChatGPT and Perplexity as a first step. 20:23 - Concrete advice for individuals and business owners: Train your social media algorithms and experiment with AI to unlock strategic insights. 25:23 - How AI applications, such as ChatGPT, can enhance sales, marketing, and streamline repetitive tasks, creating ROI advantages for businesses of all sizes. 39:28 - Sean discusses preparing the next generation for an AI-driven workforce, emphasizing critical thinking and creative utilization of AI tools. 47:09 - Using AI to enable lower middle market portfolio companies: Sean highlights simple, high-ROI approaches like data visualization tools and KPIs to drive business improvements. 53:39 - Sean considers the future: A 15–20-year outlook on AI evolution and the melding of human and machine capabilities in business and beyond. For more information on Best But Never Final, go to . For more information on BluWave and this podcast, go to .
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/36059700
info_outline
Private Equity Spotlight: Grit, Growth, and Game-Changing Deals with Micah Dawson
04/02/2025
Private Equity Spotlight: Grit, Growth, and Game-Changing Deals with Micah Dawson
From a non-traditional career path to transforming businesses, Micah Dawson shares his playbook for designing business success in private equity with Sean Mooney. Packed with bold career moves, hard-earned lessons, and fresh perspectives, Micah shares how grit, leadership, and a focus on people drive real impact in the lower middle market. [00:03:15] - Bold career pivots: Micah’s transition from being an architect to entering law school, business school, and eventually joining the world of private equity. [00:06:49] - Entering the operations world: Micah shares lessons from his time managing manufacturing plants and turning around struggling businesses in rural Indiana. [00:22:23] - Insights into Trivest’s approach to enhancing the founder experience, removing friction from the deal process, and providing transformative resources to portfolio companies. [00:26:19] - The team-building philosophy Micah credits with creating outsized value, and his focus on ensuring the right people occupy the right roles. [00:37:15] - Balancing ambition and fulfillment: Micah discusses personal lessons and philosophies on leadership, grit, and finding joy in the career journey. For more information on Trivest Partners, go to For more information on Micah Dawson, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/35949265
info_outline
Private Equity Spotlight: Investing in Vision and Integrity with Trent Hickman
03/26/2025
Private Equity Spotlight: Investing in Vision and Integrity with Trent Hickman
What does it take to transform founder-led businesses into industry leaders? In this episode of the Karma School of Business, Sean Mooney sits down with Trent Hickman, Co-Managing Partner at VSS Capital Partners, and shares his blueprint for creating value, building trust, and fostering growth alongside visionary management teams that every business builder and private equity professional needs to hear. Episode Highlights 0:34 – Meet Trent Hickman: His journey from Charlotte, NC to becoming a leader in private equity and a passionate ski coach. 13:13 – What makes a great investment? The three key attributes Trent looks for in founder-led businesses. 19:04 – Building strong partnerships with management teams: Insights on aligning visions and maintaining a growth mindset. 22:02 – Innovative approaches to value creation: Using third-party expertise and ensuring multiple ways to win. 35:58 – The importance of embracing change and leveraging external resources to accelerate business success. 40:28 – Advice to the next generation: Trent’s reflections on patience, enjoying the journey, and collaborating to achieve long-term impact. For more information on VSS Capital Partners, go to For more information on Trent Hickman, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/35838535
info_outline
Private Equity Spotlight: The Future of Enterprise Software with John Hodge
03/19/2025
Private Equity Spotlight: The Future of Enterprise Software with John Hodge
Sean Mooney chats with John Hodge, Partner at Rubicon Technology Partners, to explore his inspiring journey from Buffalo, NY, to founding one of the premier private equity firms in enterprise software. John dives into the importance of culture, operational excellence, and aligning with portfolio companies to create value while sharing personal insights on leadership, humility, and change management. Whether you’re a private equity leader or an aspiring entrepreneur, John’s stories, strategies, and advice offer practical wisdom for navigating today’s fast-evolving investment landscape. Episode Highlights 1:09 – John Hodge's Buffalo upbringing, competitive swimming career at Stanford, and the values that shaped his leadership philosophy. 7:56 – How early advice from an industry leader shaped his career path: the leap from biology to tech-focused investment banking. 19:53 – The founding of Rubicon: Why culture, operational discipline, and alignment are the foundation. 29:03 – Rubicon’s hands-on operational model and unique approach to value creation. 40:16 – AI in enterprise software: Driving productivity and advancing product roadmaps. 53:01 – Life lessons: The importance of waking up early, keeping a positive attitude, and never taking yourself too seriously. For more information on Rubicon Technology Partners, go to For more information on John Hodge, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/35731370
info_outline
Private Equity Spotlight: Kristin Johnson on Building Better, Successful Businesses
03/12/2025
Private Equity Spotlight: Kristin Johnson on Building Better, Successful Businesses
In this episode of the Karma School of Business podcast, Kristin Johnson, Managing Director at Altamont Capital Partners, shares actionable advice for building stronger businesses and teams with Sean Mooney. From fostering leadership to embracing innovative practices like AI and employee ownership, Kristin offers a perspective that resonates with business builders and investors alike. Episode Highlights 0:35 – Getting to know Kristin Johnson: Her global upbringing, track & field triumphs, and early career influences. 8:27 – What Kristin and the Altamont team look for in a business: market potential, leadership, and company dynamics. 13:41 – The importance of fostering transparency and the role of the “devil’s advocate” team in decision-making. 17:29 – Driving value creation: Altamont’s approach to functional expertise and the promise of AI in portfolio companies. 23:47 – Tactics for sustained growth and alignment among employees. 29:55 – Kristin’s must-read book recommendations and the lessons on balancing assertiveness, confidence, and warmth for success in work and family life. For more information on Altamont Capital Partners, go to For more information on John Hodge, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/35611605
info_outline
Private Equity Spotlight: People-First Partnerships with Ran Ding & Chris Scullin
03/05/2025
Private Equity Spotlight: People-First Partnerships with Ran Ding & Chris Scullin
In this episode of Private Equity Spotlight, Sean Mooney sits down with Ran Ding and Chris Scullin from Norwest to discuss why private equity is ultimately a people-driven business. With deep insights into founder-led businesses and long-term partnership strategies, Ran and Chris share their unique approach to building trust, creating value, and fostering alignment with the companies they invest in. From their personal journeys to the principles that guide their work, this episode offers timeless lessons for investors and founders alike. Episode Highlights 2:15 – Discover how Ran Ding and Chris Scullin turned personal challenges into professional purpose in private equity. 8:45 – Building trust and alignment: The secret to lasting partnerships in founder-led businesses. 17:30 – Winning strategies for scaling founder-driven companies while preserving their culture. 26:15 – How a people-first mindset sets Norwest apart in the world of private equity investing. 36:50 – Real-world examples of value creation and supporting businesses through thoughtful capital allocation. 48:20 – How to craft your own adventure: Lessons in finding energy and fulfillment in your career journey. For more information on Norwest, go to For more information on Ran Ding, go to For more information on Chris Scullin, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/35512540
info_outline
The Future of Private Equity: Innovation, Transformation, and Leadership
02/26/2025
The Future of Private Equity: Innovation, Transformation, and Leadership
In this special episode, Sean Mooney examines how private equity is evolving to meet the challenges of today and tomorrow. From proactive due diligence to transformative value creation, modern firm operations, and corporate citizenship, Sean explores the key trends shaping the future of the industry and highlights the firms leading the charge. Whether you're a private equity practitioner, portfolio company leader, or aspiring partner, tune in to gain actionable insights into the future of the asset class. Episode Highlights: 1:16 - Sean introduces four key trends in private equity: proactive due diligence, transformative value creation, modern firm operations, and corporate citizenship. 3:54 - The shift from confirmatory to proactive due diligence: How specialists, value creation plans, and detailed insights are helping PE firms bend the supply and demand curve to generate superior outcomes. 7:23 - Transformative value creation: Leading PE firms are accelerating change by leveraging internal ops teams, expert third parties, and aligned strategies to drive rapid business transformation. 10:17 - Modernizing PE firm operations: How firms are now run like their portfolio companies, with robust BD teams, human capital investments, advanced analytics, and emerging AI tools. 15:50 - Corporate citizenship in PE: Examples of firms like KKR, Alpine, and Hidden Harbor leveraging employee ownership, volunteering, and safety nets to create value beyond financial returns. 18:01 - Sean introduces BluWave’s Top Private Equity Innovators program, highlighting firms that exemplify innovation and success across the key themes shaping the industry. For more information, and to see the list of the 2025 Top Private Equity Innovators, go to . To listen to more episodes of the Karma School of Business Podcast, go to .
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/35422725
info_outline
Private Equity Spotlight: Dan Ryan on Turning Challenges into Smart Strategies
02/19/2025
Private Equity Spotlight: Dan Ryan on Turning Challenges into Smart Strategies
In this engaging episode of the Karma School of Business podcast, Sean Mooney sits down with Dan Ryan, Managing Director at MidOcean Partners, to discuss his journey in private equity, the evolving dynamics of the industry, and how MidOcean is staying ahead in a competitive market. From life-saving lessons to building critical business functions during challenging times, Dan shares invaluable insights about overcoming adversity, nurturing relationships, and leveraging data to create impactful results. Whether you're a private equity professional or a business leader, this episode offers inspiration and tactics you can apply in your career. Episode Highlights 2:00 – Dan Ryan’s journey from investment banking to private equity and how his time at Georgetown and Division 1 soccer influenced his leadership approach. 8:00 – The life-saving story of a steak dinner gone wrong and how it echoes lessons of trust and collaboration in high-stakes situations. 14:00 – Building MidOcean’s business development function during the pandemic and utilizing data as a competitive advantage. 27:00 – How MidOcean is adapting to industry changes by integrating structured equity, leveraging AI, and forming strategic JVs like their initiative with Kroger. 38:00 – The importance of cybersecurity in private equity-backed companies and actionable advice for protecting businesses. 39:00 – Practical life hacks: From generative AI for daily use to a surprising life-saving maneuver for choking incidents. For more information on MidOcean Partners, go to For more information on Dan Ryan, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/35277820
info_outline
Private Equity Spotlight: Scaling Bootstrapped Success with Vinay Kashyap
02/12/2025
Private Equity Spotlight: Scaling Bootstrapped Success with Vinay Kashyap
Sean Mooney welcomes Vinay Kashyap, Partner at Mainsail Partners, to explore the art and science of investing in and scaling bootstrapped software companies. With a focus on relationships, discipline, and resourcefulness, Vinay reveals how Mainsail supports entrepreneurs in building enduring businesses. Discover practical strategies for turning product-driven companies into market leaders, leveraging AI for growth, and navigating the fast-changing tech landscape with confidence. 1:07 - Vinay’s journey into private equity, how his upbringing influenced his career, and the focus on bootstrapped software companies at Mainsail Partners. 6:45 - The value of long-term relationship building, Mainsail’s proactive approach to sourcing investments, and why a three-to-five-year timeline is critical. 10:27 - What makes a great investment: strong growth metrics, durable product quality, and visionary, industry-experienced founders with a learning mindset. 16:29 - Transforming companies post-investment: building infrastructure, upgrading tech stacks, assembling top-tier teams, and implementing data-driven systems. 23:45 - Practical applications of AI within portfolio companies, including customer service transformations and developer productivity optimization. 32:13 - Preparing for a future shaped by AI and the importance of embedding cutting-edge technology into both operations and product offerings. For more information on Mainsail Partners, go to For more information on Vinay Kashyap, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/34999575
info_outline
Private Equity Spotlight: Building Marketing Excellence with Lisa Ames
02/05/2025
Private Equity Spotlight: Building Marketing Excellence with Lisa Ames
In this episode of the Karma School of Business, Sean Mooney hosts Lisa Ames, an accomplished marketing operating executive at Norwest Venture Partners. Lisa shares her unique journey into private equity, the value of fostering trust as a business leader, and actionable strategies for marketing and value creation at portfolio companies. Whether you're a business builder or a marketing professional, this conversation is packed with insights to elevate your approach to leadership and growth. Episode Highlights 3:07 - Lisa’s unexpected path to private equity and how her SaaS background shaped her role at Norwest. 6:05 - The concept of a "business therapist" and why trust is pivotal in operating roles. 14:25 - Key traits of high-performing businesses, including ruthless prioritization and inspirational leadership. 26:37 - Norwest’s unique approach to value creation and the resources they offer portfolio companies. 35:11 - Advice on refining Ideal Customer Profiles (ICP) and crafting impactful messaging for targeted growth. 50:16 - Lisa’s timeless advice on networking and how building authentic connections transforms careers. For more information on Norwest Venture Partners, go to For more information on Lisa Ames, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/35031695
info_outline
Private Equity Predictions: 2025 Roadblocks, Accelerators, and What’s Next
01/29/2025
Private Equity Predictions: 2025 Roadblocks, Accelerators, and What’s Next
In this special Karma School of Business episode, Sean Mooney breaks down key lessons from 2024 and offers predictions for the private equity industry in 2025. Discover what’s driving growth, the challenges firms must navigate, and strategies to leverage emerging trends like AI adoption, reshoring, and evolving M&A markets. Episode Highlights: 2:15 – Looking back at 2024: Stop-and-go momentum, election-year impacts, and why the economy wasn’t as predictable as anticipated. 10:00 – Positive signals for 2025: Stable GDP, moderating inflation, and improving private equity deal activity. 18:30 – Why private equity is shifting from "wartime generals" to growth-focused "peacetime ministers" and what it means for 2025. 26:15 – Breaking down the private equity ecosystem: Emerging trends in M&A, human capital, and AI adoption. 34:00 – Upcoming opportunities: U.S. manufacturing renaissance, reshoring strategies, and advice for firms to stay competitive. 42:30 – The road ahead: How private equity can create its own luck and thrive in the next 5-7 year growth cycle. To request your copy of the Q4 2025 Private Equity Insights Report, visit .
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/35052125
info_outline
Private Equity Spotlight: The Recipe for Accelerating Growth and Efficiency with Jonathan Metrick
01/22/2025
Private Equity Spotlight: The Recipe for Accelerating Growth and Efficiency with Jonathan Metrick
Join Sean Mooney in this engaging episode of Karma School of Business as he speaks with Jonathan Metrick, Partner and Chief Growth Officer at Sagard. Jonathan shares profound insights on growth strategies, operational excellence, and lessons learned as a former operator turned private equity growth leader. Tune in for actionable advice on accelerating revenue, leveraging data, and adapting to new market dynamics in today’s fast-paced environment. Episode Highlights [00:02:40] Jonathan’s unconventional journey from operator to private equity and his reflections on entering the investment world. [00:10:25] Why owning your company’s “superpower” and becoming obsessive about it drives long-term success. [00:15:02] How Sagard supports portfolio companies through go-to-market strategies, AI innovation, and commercial partnerships. [00:23:04] The importance of connected data systems and how they help businesses achieve profit-centric growth. [00:30:34] Why "speed to lead" is essential and how small changes in response time can boost conversion rates dramatically. [00:35:12] Jonathan’s advice on leveraging benchmarking and learning from others to scale faster and more efficiently. For more information on Sagard, go to For more information on Jonathan Metrick, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/34923820
info_outline
Insights from Investment Banking: Steve Hunter’s Advice for Private Equity and Business Owners
01/15/2025
Insights from Investment Banking: Steve Hunter’s Advice for Private Equity and Business Owners
Sean Mooney sits down with Steve Hunter, Managing Director at TM Capital, to discuss the nuanced world of M&A, the key ingredients for creating value in a business, and what both buyers and sellers need to know for a successful deal. Steve offers practical advice for private equity professionals and business owners, sharing timeless insights from his decades-long career and a behind-the-scenes perspective on helping companies achieve transformational outcomes. Episode Highlights: 1:12 - Steve Hunter shares his journey from rural Pennsylvania to a career in M&A, including his early days at Alex. Brown and Robinson Humphrey. 8:11 - Building value in a business: How to de-risk operations, grow strategically, and attract top buyers by focusing on recurring revenue, growth opportunities, and strong teams. 19:02 - Why every seller should prepare their business as though it’s “sale-ready” from day one to maximize outcomes. 24:48 - The importance of transparency, top-tier advisors, sell-side QofE, and handling the overwhelming volume of data requests during an M&A process. 32:06 - Steve shares advice for buyers: Avoiding abrasiveness, thoroughly preparing for management meetings, and balancing operational oversight post-acquisition. 40:59 - TM Capital’s tailored approach: A Goldilocks strategy with boutique-level customization and deep investment in deal preparation, including advanced data analytics. 44:27 - Steve looks ahead to 2025 and shares why he’s optimistic about a strong year for M&A activity. 51:06 - Insights for life and leadership: The importance of asking for what you want and recognizing that anyone can shape the world around them. For more information on Edison Partners, go to For more information on Casey Myers, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/34838370
info_outline
Private Equity Spotlight: Lessons in Leadership and Growth with Casey Myers
01/08/2025
Private Equity Spotlight: Lessons in Leadership and Growth with Casey Myers
In this episode, Sean Mooney speaks with Casey Myers, partner at Edison Partners, about leadership, value creation, and growing businesses in the lower middle market. Casey shares his unique operator-driven perspective on driving sustainable growth, evaluating leadership, and solving pain points for customers. Episode Highlights: 2:37 - Casey shares how his experience with 52 private equity firms during an exit process inspired his focus on operational value creation. 8:11 - Casey describes the key foundations of a good company: leadership character, solving customer pain points, and addressing technology debt. 16:11 - Casey explains how Edison Partners uses a people-first approach to support leadership development and build high-performing teams. 23:54 - Casey highlights the importance of aligning priorities and systematically investing in people to create sustainable growth. 32:23 - Casey’s advice to his younger self: embrace a broad range of experiences and lean into opportunities to develop versatile skills. For more information on Edison Partners, go to For more information on Casey Myers, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/34744205
info_outline
What I Wish I Knew: Private Equity Leaders' Advice to Their Younger Selves (2024, Part 1)
01/02/2025
What I Wish I Knew: Private Equity Leaders' Advice to Their Younger Selves (2024, Part 1)
In this special compilation episode, private equity leaders share the invaluable advice they would give to their younger selves. This collection of insights offers timeless wisdom applicable to professionals at all stages of their careers. Hear lessons on adaptability, patience, relationship building, and trusting your instincts from some of the most respected voices in the industry. Episode Highlights: 1:04 - Grant Kornman (Align Collaborate, Episode 53): Discusses the importance of hard work, relationship-building, and creating your own luck. 3:20 - John Caple (Hidden Harbor Capital Partners, Episode 57): Talks about embracing feedback, making small process adjustments, and balancing personal strengths. 11:02 - Carl Press (Thoma Bravo, Episode 60): Reflects on trusting your instincts, building confidence, and speaking up when you've done the work. 13:13 - Doug Horn (Clairvest, Episode 63): Shares the metaphor of not holding the grip too tight and how it applies to life and career. 14:58 - Ami Mehta and Joe McIlhattan (Periscope Equity, Episode 64): Ami emphasizes patience and balance, while Joe focuses on skill development and appreciating the journey. 19:00 - Cory Eaves (BayPine, Episode 66): Encourages thoughtful planning and doing more of what you love, like sailing. 23:12 - Jessica Ginsberg (LFM Capital, Episode 67): Reminds us to stay open-minded, take risks, and trust the process. 24:52 - Chris Cathcart (The Halifax Group, Episode 72): Highlights patience, perspective, and learning from each season of life. Episode Links: For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/34673280
info_outline
Happy Holidays from the Karma School of Business!
12/25/2024
Happy Holidays from the Karma School of Business!
Celebrate the joy of the season with a special message from The Karma School of Business. We're taking this moment to wish you and your loved ones a Merry Christmas and Happy Holidays. Enjoy this time with family and friends, and thank you for being a part of our community. For more information on BluWave and this podcast, go to www.bluwave.net/podcasts.
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/34569285
info_outline
Private Equity Business Builders' Bookshelf 2024
12/18/2024
Private Equity Business Builders' Bookshelf 2024
In this special episode, we gather impactful book recommendations from our guests, offering insights into the minds of leading business builders. Episode Highlights: 1:12 - Emily Holdman: Recommends "The Book of Charlie" by David Von Drehle for its profound wisdom and applicability to life changes. 6:04 - Suzanne Yoon: Shares insights from "Traction" by Gino Wickman, emphasizing the entrepreneurial operating system for accountability and growth. 10:03 - Tim Schulte: Suggests Yuval Noah Harari’s "Sapiens," "Homo Deus," and "21 Lessons for the 21st Century" as thought-provoking reads on humanity and its future. 12:00 - Eric Hansen: Describes "The Loop Files" by Rick Kaempfer and "The Mosquito Bowl" by Buzz Bissinger for their engaging historical narratives. 16:43 - Josh Adams: Highlights "What It Takes" by Stephen Schwarzman, "Greenlights" by Matthew McConaughey and "Shoe Dog" by Phil Knight emphasizing the engaging storytelling and life lessons. 19:31 - Bob Belke: Discusses "Die With Zero" by Bill Perkins, advocating for investing in life experiences, and "The Monk Who Sold His Ferrari" by Robin Sharma for its insights on living a fulfilled life. 26:34 - John Stewart: Talks about "Building a Second Brain" by Tiago Forte, which outlines a methodology for organizing information efficiently. 31:45 - Erik Ginsberg: Recommends "Leadership and Self Deception" by The Arbinger Institute for its insights on self-awareness and organizational behavior. 33:21 - Darren Herman: Offers "Startup" by Jerry Kaplan for its diary-format insights on building a technology company, and reflects on "Catcher in the Rye" by J.D. Salinger as an inspirational read. 37:16 - Christian Bullitt: Suggests "The Fund" by Rob Copeland, describing Bridgewater Associates' unique corporate culture. For more information on BluWave and this podcast, go to .
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/34494975
info_outline
Private Equity Spotlight: From NFL to Investment Leadership with Rob Konrad
12/11/2024
Private Equity Spotlight: From NFL to Investment Leadership with Rob Konrad
Join us as Rob Konrad, co-founder of Alterna Equity Partners, shares his journey from NFL athlete to private equity leader. Rob discusses how experiences from sports influence his investment strategies and success in building businesses. Episode Highlights: 1:05 - Rob recounts his early fascination with economics and football during his upbringing in Boston. 4:14 - The transition from college football at Syracuse University to a career in the NFL. 6:51 - Rob reflects on the crucial role of leadership and preparation learned from sports. 14:05 - Hear the extraordinary story of survival and resilience during Rob’s unexpected boat accident. 29:12 - A look into value creation strategies at Alterna Equity Partners. 39:05 - The significance of OKRs and aligning interests for achieving strategic objectives. For more information on Alterna Equity Partners, go to For more information on Rob Konrad, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/34348735
info_outline
Digital Transformation in Private Equity: Nik Kapauan's Journey with Access Holdings
12/04/2024
Digital Transformation in Private Equity: Nik Kapauan's Journey with Access Holdings
Explore the role of digital innovation in private equity with Nik Kapauan, Managing Director at Access Holdings. Host Sean Mooney, founder and CEO of BluWave, delves into how Access Holdings applies digital strategies and value creation to enhance middle-market businesses. Learn about Nik's shift from strategy consulting to leading initiatives at Access Holdings, the development of the Access Acceleration Center, and the impact of these efforts on the private equity landscape. Episode Highlights: 1:19 - Nik's transition from strategy consulting to impactful work in private equity. 4:07 - The importance of strategy consulting experience in private equity. 8:10 - How Access Holdings identifies and assesses investment opportunities. 14:00 - Enhancing portfolio companies with the Access Acceleration Center's digital and data capabilities. 25:15 - Key value creation strategies in today's market. 39:54 - Nik shares a personal life hack for managing energy and time effectively. For more information on Access Holdings, go to For more information on Nik Kapauan, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/34246125
info_outline
Strategic Exits and Sustained Growth: Year-End Insights from Doug McCormick and Lloyd Metz
11/26/2024
Strategic Exits and Sustained Growth: Year-End Insights from Doug McCormick and Lloyd Metz
Explore strategic exits and sustained growth in private equity with Doug McCormick of HCI Equity Partners and Lloyd Metz of ICV Partners. This special crossover episode delves into optimal timing for selling companies, the significance of building durable business models, and prioritizing long-term value. Learn how private equity navigates exit complexities, the importance of early strategic initiatives, and innovative exit strategies like partnership deals and continuation vehicles. Episode Highlights: 02:13 - Impact of timing exits on value creation. 06:00 - Market consolidation and leadership in exit opportunities. 14:22 - Innovative exit strategies: partnership deals and continuation vehicles. 19:45 - Returning capital and providing optionality for companies. 34:57 - Preparing for a sale and avoiding pitfalls in the exit process. To listen to the Best But Never Final podcast, go to For more information about ICV Partners, go to For more information about HCI Equity Partners, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/34146430
info_outline
Value Creation and Philanthropy: Jon Pressnell's Multifaceted Strategy at Blue Point Capital
11/20/2024
Value Creation and Philanthropy: Jon Pressnell's Multifaceted Strategy at Blue Point Capital
In this insightful episode of the Karma School of Business podcast, host Sean Mooney, Founder and CEO of BluWave, engages in a thought-provoking conversation with Jon Pressnell, Partner at Blue Point Capital Partners. They delve into the multifaceted world of private equity, the strategic business building, and the unique philanthropic initiative, Blue Point Cares, which exemplifies a novel way of supporting portfolio companies. Jon shares his journey from a potential career in social work and dentistry to becoming a key player in private equity, highlighting the influence of his upbringing on his professional path and philanthropic endeavors. Episode Highlights: 01:13 - Jon Pressnell's unique path to private equity and the influence of his family's social work background. 04:42 - Insights into Jon's personal life, revealing his introverted nature despite a seemingly extroverted profession. 08:17 - The challenge of work-life balance in the demanding private equity industry and strategies for managing it. 14:22 - Blue Point Capital's approach to creating value in portfolio companies, emphasizing technology, data, and human capital. 23:18 - Introduction to the Blue Point Cares program, an emergency assistance fund for employees of portfolio companies. 30:29 - Jon shares a life hack that has made traveling and working more manageable, introducing AR glasses for privacy and convenience. For more information on the Blue Point Cares program, go to For more information on Blue Point Capital, go to For more information on Jon Pressnell, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/33982537
info_outline
Private Equity's Guide to Impactful Giving with Katie Marchetti
11/13/2024
Private Equity's Guide to Impactful Giving with Katie Marchetti
Learn about the essence of philanthropy with Sean Mooney, Founder and CEO of BluWave, and Katie Marchetti, Vice President of Philanthropic Services at the Community Foundation of Middle Tennessee. This episode of the Karma School of Business podcast is designed for both individuals and businesses within the private equity community, offering a roadmap for initiating and enhancing philanthropic endeavors. Katie, transitioning from the corporate and private equity world to philanthropy, shares comprehensive strategies for impactful giving, regardless of your starting point. Episode Highlights: 03:03 - Katie Marchetti's journey from private equity to leading philanthropic initiatives. 17:22 - Key considerations in philanthropy for individuals and businesses. 22:04 - How individuals and businesses in private equity can engage in corporate philanthropy. 34:05 - Addressing common challenges in philanthropy for a diverse audience. 44:42 - Practical advice from Katie for impactful giving across the private equity sector. For more information on the Community Foundation of Middle Tennessee, call their office at (615) 321-5639, or go to For more information on Katie Marchetti, go to For more information on BluWave and this podcast, go to
/episode/index/show/fb568f52-a43b-4c8f-aeec-ee70081eb8e0/id/33885892