Ep. 131: Matt Amico, Turn/River Capital | Growth Engineering and the FVCP Framework
Turn/River Capital partner Matt Amo outlines the firm’s shift from traditional financial and cost engineering to a repeatable “growth engineering” playbook for software investments. Managing about $6 billion across its sixth fund, Turn/River treats revenue channels as assembly lines with input/output metrics, prioritizing itemized, high-impact tactics and weekly 1% iterative improvements. The approach ties growth levers directly to financial projections and operational roadmaps, making growth less episodic and more measurable across portfolio companies. Amo argues this systematic, metrics-driven process is central to how Turn/River drives compounding enterprise value.
Lagercrantz Bought 90 Companies and Never Sold One. The Discipline That Makes It Work | Jörgen Wigh
In this interview, Jörgen Wigh, CEO of Lagercrantz, explains how the Swedish conglomerate has bought roughly 90 companies over two decades and never sold a single one, opting for a permanent‑hold strategy that emphasizes autonomy and disciplined capital allocation. Wigh outlines...
Public/Private: HarbourVest’s Scott Voss on Where the Two Markets Now Trade
HarbourVest partner Scott Voss says public and private markets are converging, with companies in the $5–$20 billion range trading interchangeably between IPOs and take-privates. Private markets can now operate at much larger scale, supported by a boom in private credit,...
IMAX Suitors and Why Netflix Put Fincher in Theaters
The episode examines IMAX’s unexpected decision to explore a sale while Netflix experiments with a theatrical release of David Fincher’s sequel to "Once Upon a Time in Hollywood" in IMAX venues. The discussion frames the move as a response to...
Barnes & Noble's Improbable Revival
Barnes & Noble's turnaround stems from a return to store-level curation under CEO James Daunt, swapping rigid, publisher-driven block displays for individualized 'pyramid' stacks chosen by local staff. The shift empowered employees to tailor inventory and merchandising to neighborhood tastes,...
Uber Still Keen on Delivery Hero!?
Uber is reportedly revisiting a takeover bid for Delivery Hero after an initial €11.5 billion offer was rebuffed, with the ride-hailing giant’s board considering a higher proposal to clinch the deal. Google is pushing deeper into e-commerce by rolling out...
Why Most PE-Backed Companies Are Invisible to AI Search
The podcast spotlights a chronic blind spot in private‑equity‑backed B2B companies: marketing is either ignored or treated as a sales‑support function, leaving substantial revenue upside untapped. Shiv Narayan of How to SAS explains that while many firms scale to $100 million-plus...
How Inflexion Hits the Spot
Video outlines how Inflexion partnered with a Welsh family‑owned darts company to capitalize on the sport’s rapid global growth. The owners, lacking a robust management team and digital infrastructure, sought expertise to scale operations and launch “Auto Darts,” an online...
Business of Alt Protein: M&A for Mission Driven Companies Mp4
The Good Food Institute hosted a webinar focused on mergers and acquisitions for mission‑driven alternative‑protein companies, featuring James Marciano and Lisa Bowers of Tuck Advisers. They outlined why founders consider selling—unsolicited flattering offers, competitive pressure, resource constraints, and personal burnout—and...
Is That T-Shirt Worth $100 Million? | Everybody's Business
The episode opens with hosts Stacy and Max discussing divergent signals from US financial markets—stock indices soaring while the bond market shows distress, then pivots to a retail story about Everlane’s sale to Chinese fast‑fashion giant Shein. They note the 30‑year...
Ep. 130: Bobby Ocampo, Blueprint Equity | The Missing Middle and Hands-On Value Creation
In this episode of the Private Equity Value Creation podcast, host Shivinan interviews Bobby Ocampo, founder and managing partner of Blueprint Equity. The conversation centers on Blueprint’s niche focus on the “missing middle” – early‑stage, bootstrapped SaaS and AI‑native companies...
M&A Integration Technology: What Actually Works
In this episode of M&A Science, host Kan Patel convenes four seasoned integration leaders—from Intel, Corsera, Ancis, and UKG—to dissect what truly works in integration technology. The conversation, recorded for Deal Pilot members and now public, moves beyond polished presentations,...
Fairmont Apartments - Deal Overview with Spencer Gray
The video presents Gray Capital’s investment thesis for Fairmont Apartments, a 219‑unit, Class‑A multifamily complex built in 2025 in Westerville, a Columbus suburb. Spencer Gray, CEO, outlines the property’s current performance and the firm’s broader Midwest strategy. Fairmont is 97% occupied,...
Private Equity and the Future of American Capitalism
At a Stanford GSB event, journalist Megan (last name not in transcript) discussed her new book and personal experience as editor of Deadspin after its purchase by a private‑equity firm, using four human stories to illustrate how buyouts reshape companies...
How Do You Actually Buy a Business? I Am Going to Teach You in 3 Days.
MSM Live pitches a three-day virtual crash course that teaches practical business acquisition skills aimed at Main Street-sized deals, contrasting itself with traditional MBAs. The program is billed as instructor-led by practitioners with 150 years of combined acquisition experience, access...