Private Equity 360
23 episodes - English - Latest episode: 9 months ago - ★★★★ - 9 ratingsA 360 degree perspective of everything related to private equity.
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Episodes
Merger & Acquisition Update
August 10, 2023 17:32 - 21 minutes - 49.6 MBJim 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.
How Culture Relates to Value Creation
July 13, 2023 13:54 - 30 minutes - 50.7 MBPerhaps 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 Woosle...
Corporate Transparency Act
January 12, 2023 21:45 - 18 minutes - 24.8 MB VideoThe 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. W...
Minority Investment Funds
August 29, 2022 13:21 - 26 minutes - 36.1 MB VideoIn this episode of Private Equity 360, FD’s National Practice Leader Bob Woosley joins Jamie Elias Partner with Trivest Partners (www.trivest.com) 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.
The ESG Challenge and Opportunity for Private Equity Firms
June 30, 2022 14:00 - 29 minutes - 21.7 MBIn this episode of Private Equity 360, FD’s National Practice Leader Bob Woosley joins Paul Yett, Director of ESG and Sustainability at Hamilton Lane (NASDAQ: HLNE) and Scott Kennedy President of Novata (www.novata.com), 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). ...
Technology Trends Impacting Private Equity
February 17, 2022 16:00 - 33 minutes - 31 MBPrivate 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 Bob Woosley discusses the evolving technology trends in private equity impacting their strategic dat...
Evolving Trends in Diligence of Private Equity Firms
June 22, 2021 15:13 - 29 minutes - 27.6 MBIn 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”, the #1 ...
A Revisit with Ducker
April 19, 2021 12:31 - 24 minutes - 23.5 MBIt has been almost a year since we had a conversation about the impact of the pandemic on the private equity industry with Ducker, a market research firm that supports merger & acquisition diligence activities for leading private equity firms. In this episode, FD’s National Practice Equity Leader, Bob Woosley and Jim Devlin, Managing Director of Transaction Advisory at Ducker, take a look back at our predictions and a look forward to what might be next, particularly relating to the “COVID ef...
Cross-Atlantic Mergers and Acquisitions
April 05, 2021 12:48 - 35 minutes - 33 MBWhat 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. Moderator: Bob Woosley | National Practice Leader, Frazier & Deeter Speakers: Ben Proctor | Senior Partner, Watermill Group Steven Currie | Partner, Alantra Mark Lister | Director – Transaction Advisory, Frazier & Deeter Paul Colone | Man...
Lift Out Strategy: A Case Study
November 17, 2020 16:01 - 21 minutes - 20 MBAs 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 who successfully joined the firm as a result of a lift out. Watch now:...
A Biden Tax Law and the Impact on M&A
October 07, 2020 12:00 - 24 minutes - 23.3 MBWhat 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. Watch the video: https://www.fd-fa.com/videos/private-equity-360-a-biden-tax-law-and-the-impact...
What is Litigation Finance?
September 02, 2020 12:00 - 26 minutes - 25.1 MBLitigation 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: https://www.fd-fa.com/videos/private-equity-360-what-is-litigation-finance/
Secondary Funds and the Pandemic
August 19, 2020 17:49 - 23 minutes - 22.1 MBSecondary 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. To watch this interivew visit: https://www.frazierdeeter.com/webinars/private-equity-360-secondary-funds-and-the-pandemic/
What is the New Normal for Real Estate?
August 06, 2020 13:32 - 27 minutes - 25.3 MBReal 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. FD Fund Administration provides real estate fund administration and additional financial services through Frazier & Deeter's experienced real estate practice. For more information visit our websites, www.fd-fa.com and www.frazierdeeter.com.
Operating in Today's Environment
July 16, 2020 14:49 - 30 minutes - 28.7 MBThe 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. Watch Now: https://www.frazierdeeter.com/webinars/private-equity-360-operating-in-todays-environment-with-growth-operators/
Creating Clarity in Chaos with Arch + Tower
June 24, 2020 14:40 - 18 minutes - 17.8 MBAs 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. Learn more: archandtower.com
M&A Trends Discussion with DuckerFrontier
June 11, 2020 12:30 - 23 minutes - 21.7 MBWith 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. Guests: Jim Devlin, Managing Director, DuckerFrontier, [email protected] Scott Ulnick, Managing Principal, DuckerFrontier, [email protected] Learn More: www.duckerfrontier.com www.fd-fa.com www.frazierdeeter...
QofE: Top Mistakes to Avoid
March 23, 2020 15:36 - 17 minutes - 13.2 MBWhat is a Quality of Earnings (QofE)? How does it affect a private equity transaction? Bob Woosley interviews Tim Koch, National Practice Leader, Transaction Advisory at Frazier & Deeter. In this podcast, we discuss common QofE mistakes. These mistakes can make or break a transaction. Learn what you need to do in a QofE and make sure your transaction goes smoothly.
Zombie Apocalypse
October 19, 2018 13:09 - 8 minutes - 12.4 MBStrap 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.
Research & Development (R&D) Tax Credits: Hidden Benefits
September 10, 2018 13:48 - 12 minutes - 9.03 MBBob 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.
GDPR Basics for Private Equity Firms
April 10, 2018 17:37 - 11 minutes - 10.7 MBBob Woosley, National Private Equity Leader, discusses the upcoming General Data Protections Regulation (GDPR) with Gina Gondron, Process, Risk & Governance Partner. Topics include the implications of GDPR, how it affects those inside and outside the EU and what you can do to be compliant.
Acquisition Integration - A Key to Success
March 28, 2018 18:43 - 14 minutes - 13.1 MBBob 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.
The new tax law’s impact on carried interest for Private Equity and Real Estate Funds
March 02, 2018 13:39 - 17 minutes - 16.4 MBBob Woosley inverviews FD private equity tax partner Bryce Nations regarding the impact of the new tax law on private equity and real estate firms. They discuss key items in that law that are not yet settled, as well as possible tax strategies for real estate and PE firms.