Private Equity 360

A 360 degree perspective of everything related to private equity.

Merger & Acquisition Update 08/10/2023

Merger & Acquisition Update Jim Delvin, Managing Principal of Ducker Carlisle, joins host Bob Woosley to discuss the current outlook for M&A activity and share a deeper understanding of how the interest rate environment and economic forecasts are shaping valuations and influencing seller expectations. They will also explore the responses of both traditional and non-traditional lenders to the evolving landscape, shedding light on the strategies they're employing to adapt. /episode/index/show/frazierdeeterpe/id/27714543

How Culture Relates to Value Creation 07/13/2023

How Culture Relates to Value Creation Perhaps the most important element of portfolio company value creation relates to the culture and values of the people tasked with growing the business. How are private equity firms creating a compelling vision that attracts talent in this environment? What are the key lessons learned and takeaways from the seasoned professionals who have built successful businesses with culture being a guiding factor? In this episode of Private Equity 360, National Private Equity Practice Leader, Bob Woosley does a deeper dive on the “human capital strategy” of value creation with Doug McCormick, Managing Partner and Kate Rodriguez of HCI Equity Partners, and Dan Rodstrom, CEO of Tech24, a portfolio company of HCI Equity Partners. /episode/index/show/frazierdeeterpe/id/27455784

Corporate Transparency Act 01/12/2023

Corporate Transparency Act The Corporate Transparency Act (CTA) will have a significant reporting and compliance impact on the private equity industry and their portfolio companies and it’s a good bet that most private equity firms are not fully aware and certainly not prepared for the impact of this law and the significant penalties for non-compliances. In this episode of Private Equity 360, National Practice Leader Bob Woosley discusses the impact of the CTA on private equity firms with attorney Jonathan Wilson. We encourage our private equity firm clients and friends to become educated on the CTA and get prepared in 2023. /episode/index/show/frazierdeeterpe/id/25592055

Minority Investment Funds 08/29/2022

Minority Investment Funds In this episode of Private Equity 360, FD’s National Practice Leader joins Jamie Elias Partner with Trivest Partners () and Scott Dols, CEO and Founder of Big Truck Rental to discuss the advantages of a non-control private equity transaction and the situations where that may be appropriate for certain businesses. /episode/index/show/frazierdeeterpe/id/24195483

The ESG Challenge and Opportunity for Private Equity Firms 06/30/2022

The ESG Challenge and Opportunity for Private Equity Firms In this episode of Private Equity 360, FD’s National Practice Leader joins Paul Yett, Director of ESG and Sustainability at Hamilton Lane (NASDAQ: HLNE) and Scott Kennedy President of Novata (), a public benefit corporation formed as a partnership of the Ford Foundation, S&P Global, Hamilton Lane and the Omidyar Network, to discuss how private equity firms are investor demands and portfolio company requirements related to ESG (Environmental, Social & Governance). Topics covered in this episode: How mid-market focused General Partners are addressing ESG How the Institutional Limited Partners Association (ILPA)’s ESG Data Convergence Framework has created clarity How leading General Partners have recognized the importance of ESG in portfolio company value creation and vendor qualifications How FD and Novata have partnered to create a credentialed and practical ESG Support Program for Private Equity /episode/index/show/frazierdeeterpe/id/23581673

Technology Trends Impacting Private Equity 02/17/2022

Technology Trends Impacting Private Equity Private equity firms are being challenged by ever increasing demands for data from their investors and balancing their need for “real time” access to data versus the use of third-party fund administrators. The in-house technology capabilities and related operational sophistication of private equity firms are rapidly evolving. In this episode of Private Equity 360, FD’s National Practice Leader discusses the evolving technology trends in private equity impacting their strategic data plans, the emergence of platform based technology solutions and future trends impacting the industry with James Haluszczak, Managing Partner of SteelBridge Labs and Ian Rubenstein, Chief Executive Officer of Exchangelodge. Watch it here: https://www.frazierdeeter.com/insights/private-equity-360-technology-trends-impacting-private-equity/ /episode/index/show/frazierdeeterpe/id/22167566

Evolving Trends in Diligence of Private Equity Firms 06/22/2021

Evolving Trends in Diligence of Private Equity Firms In this world of increased data and cyber-security risk, institutional investors have increased their awareness and due diligence requirements of private equity firms. FD’s National Practice Leader, Bob Woosley discusses the evolving trends in the diligence of private equity firms with Neal Prunier, Director of Standards and Best Practices at the Institutional Limited Partners Association (ILPA) and with Sabrina Serafin, national compliance expert and host of “Culture of Compliance.” /episode/index/show/frazierdeeterpe/id/19564898

A Revisit with Ducker 04/19/2021

A Revisit with Ducker It has been almost a year since our episode with Ducker discussing the impact of the pandemic on the private equity industry. FD's National Practice Leader Bob Woosley revisits past predictions with Jim Devlin, Managing Director of Transaction Advisory at Ducker. Both take a look forward to what might be next, particularly relating to the "COVID effect" ono company valuations today and going forward. /episode/index/show/frazierdeeterpe/id/18775994

Cross-Atlantic Mergers and Acquisitions 04/05/2021

Cross-Atlantic Mergers and Acquisitions What is the current state of cross-Atlantic mergers and acquisitions? Bob Woosley interviews transaction and investment experts for their perspectives. Learn how COVID-19 and Brexit affected M&A in 2020 and what the future holds for 2021 markets. /episode/index/show/frazierdeeterpe/id/18604685

Lift Out Strategy: A Case Study 11/17/2020

Lift Out Strategy: A Case Study As previewed at the 2020 Institutional Limited Partners Association (ILPA) Annual Summit, this case study delves into the strategy of “lifting out” a private equity firm’s back office and bringing that team into a third-party administrator. National Practice Leader, Bob Woosley discusses this strategy with FD Fund Administration CEO, Thomas DiEgidio, and FD fund Administration Principals, Andrew Huss and Jonathan Haidet. /episode/index/show/frazierdeeterpe/id/16844168

A Biden Tax Law and the Impact on M&A 10/07/2020

A Biden Tax Law and the Impact on M&A What might be the impact on the mergers and acquisitions environment if Biden becomes President? Further, what might be the impact of a “Blue Wave” if the Senate and the Presidency flips to Democratic control? In this edition of Private Equity 360, we delve into these scenarios with senior FD Tax Partner, LeighAnn Costley and seasoned investment banker, Scott Rhodes with Citizens M&A Advisory. /episode/index/show/frazierdeeterpe/id/16292819

What is Litigation Finance? 09/02/2020

What is Litigation Finance? Litigation finance is a unique niche within the alternative asset space. FD and FD Fund Administration National Private Equity Practice Leader, Bob Woosley had a discussion with Jay Greenberg, Chief Executive Officer of LEXSHARES and attorney, Doug Gruener, Partner with Levenfeld Pearlstein on a topic that applies to investors, portfolio companies, attorneys as well as investment bankers. Watch this podcast: /episode/index/show/frazierdeeterpe/id/15837992

Secondary Funds and the Pandemic 08/19/2020

Secondary Funds and the Pandemic Secondary funds have traditionally represented a powerful liquidity strategy for Limited Partners, but how were they affected by the pandemic? Bob Woosley interviews Chris Lawrence, Managing Partner at Labyrinth Capital Partners. Chris further explains the dynamics of secondary funds and breaks down the pandemic timeline in relation to the industry. /episode/index/show/frazierdeeterpe/id/15677468

What is the New Normal for Real Estate? 08/06/2020

What is the New Normal for Real Estate? Real estate is one of the hardest hit industries from the COVID-19 pandemic. Bob Woosley interviews two experienced real estate investors for their opinions on the current climate and rising trends in the real estate industry. /episode/index/show/frazierdeeterpe/id/15493235

Operating in Today's Environment 07/16/2020

Operating in Today's Environment The pandemic has presented operational challenges for private equity owned portfolio companies across the country. Bob Woosley interviewed Rick Norvold and Rich Grant of Growth Operators, a company that has been supporting operational needs of private equity owned companies for years. /episode/index/show/frazierdeeterpe/id/15208376

Creating Clarity in Chaos with Arch + Tower 06/24/2020

Creating Clarity in Chaos with Arch + Tower As businesses are trying to create “Clarity in the Chaos,” we invite you to listen to a timely and fascinating conversation with John Hightower, the CEO of Arch + Tower. Arch + Tower has worked with industry leading brands such as: ChenMed, Chick-fil-A, Dolese, Sunstate Equipment; and partnered with the Founder of the Ritz-Carlton to help deliver results in the areas of customer experience, employee experience and operational excellence. /episode/index/show/frazierdeeterpe/id/14949971

M&A Trends Discussion with DuckerFrontier 06/11/2020

M&A Trends Discussion with DuckerFrontier With the world on pause because of COVID-19, what happened to planned mergers & acquisitions (M&A) during this time? Bob Woosley interviews two M&A advisory experts who provide insights on the current marketplace and how different industries were affected. /episode/index/show/frazierdeeterpe/id/14784086

QofE: Top Mistakes to Avoid 03/23/2020

QofE: Top Mistakes to Avoid What is a Quality of Earnings (QofE)? How does it affect a private equity transaction? /episode/index/show/frazierdeeterpe/id/13663235

Zombie Apocalypse 10/19/2018

Zombie Apocalypse Strap on your combat boots to learn about Zombie Funds, a little known problem facing fund administrators that can color your reputation and waste administrative fees. /episode/index/show/frazierdeeterpe/id/7242434

Research & Development (R&D) Tax Credits: Hidden Benefits 09/10/2018

Research & Development (R&D) Tax Credits: Hidden Benefits Bob Woosley, National Private Equity Leader discusses R&D tax credits with Tommy Zavieh, National R&D Tax Credit Practice Leader. Topics include the history of R&D tax credits, the qualifications, benefits and why you need a R&D tax credit specialist. /episode/index/show/frazierdeeterpe/id/7027524

GDPR Basics for Private Equity Firms 04/10/2018

GDPR Basics for Private Equity Firms Bob Woosley, National Private Equity Leader, discusses the upcoming General Data Protections Regulation (GDPR) with Gina Gondron, Process, Risk & Governance Partner. /episode/index/show/frazierdeeterpe/id/6465695

Acquisition Integration - A Key to Success 03/28/2018

Acquisition Integration - A Key to Success Bob Woosley interviews Rhonda Ratliff Frazier & Deeter's new Merger Integration leader. They discuss the key elements for Private Equity firms seeking to manage a successful acquisition/merger integration program. /episode/index/show/frazierdeeterpe/id/6418823

The new tax law’s impact on carried interest for Private Equity and Real Estate Funds 03/02/2018

The new tax law’s impact on carried interest for Private Equity and Real Estate Funds Join Bob Woosley and Bryce Nations as they discuss the effect of the new tax law in relation to private equity and real estate funds, /episode/index/show/frazierdeeterpe/id/6321043

Private Equity 360

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