
How to Manage the Priorities Between the Executive Team and the Investor
The Raw Selection Private Equity podcast episode explores how portfolio executives can balance the fast‑paced demands of private‑equity sponsors with realistic operational capacity. Host Alex interviews Christina Haxton, who highlights four recurring friction points—unclear decision rights, weak accountability, leadership misalignment, and avoided difficult conversations—that erode execution long before financial metrics show trouble. Haxton stresses that alignment starts with concrete agreements on goals, metrics, timelines, and a shared vision. She likens early misalignment to a low‑tire warning light: if ignored, a flat can cripple growth. Trust, she argues, is the foundation; without it, communication becomes guarded and CEOs become bottlenecks as the sole translators between sponsors and teams. Illustrative anecdotes include a CEO whose dollar‑focused vision failed to inspire staff until a “moonshot” narrative was co‑created, generating palpable excitement. Haxton also notes that bringing the PE sponsor into strategic workshops—rather than relegating them to a vacuum—prevents gossip, speculation, and repeated decision re‑opens. For PE‑backed companies, the takeaway is clear: embed sponsors in collaborative planning, define decision authority, and craft an emotionally resonant vision. Doing so accelerates execution, safeguards value creation, and reduces the stress that typically accompanies rapid scaling.

Ep. 129: Arjan Hannink, Keensight Capital | Building an Embedded Value Creation Team at Scale
In this episode of the Equity Value Creation podcast, partner Arjan Hannink of Keensight Capital explains how the firm embeds a dedicated value‑creation engine within each portfolio company, turning operating support into a scalable competitive advantage. Keensight’s model hinges on a...

Don Tepman AKA StripMallGuy on Proptech's Biggest Adoption Obstacle & Going From AI Skeptic To...
The Tangent episode spotlights AI’s growing role in commercial real estate, featuring Don Tepman—known as “Strip Mall Guy”—who transitioned from AI skeptic to advocate after deploying Claude. The conversation frames AI adoption as a double‑edged sword: while 66% of CRE...

Why Founders Are Saying No to Buyouts: Hidden River’s Game-Changing Capital Strategy
The podcast spotlights Hidden River Strategic Capital’s novel approach to financing founder‑led businesses that reject full buyouts. Graham Bachman explains that the firm’s "structured capital" blends debt‑like features with non‑control equity, creating a middle ground between traditional private‑equity buyouts and...

Private Equity: Value Creation Under New Rate Regimes | Global Conference 2026
The panel explored how private‑equity firms are creating value amid shifting rate environments, with a heavy focus on artificial intelligence and software investments. Participants acknowledged that while every GP is experimenting with AI, most initiatives remain in early‑stage testing rather...

Will Private Capital Ever Own a Major League Team Outright?
The video tackles whether private equity or institutional investors will ever acquire full ownership of a franchise in MLB, NBA or NFL. The speaker frames the question as a long‑term structural shift driven by soaring franchise valuations. He argues that valuations...

How Cayman Islands Hide Chinese Corporate Acquisitions Worldwide
A new cross‑continental study by American, European and Chinese economists uncovers how Chinese investors conceal trillions of dollars in overseas corporate assets by routing them through Cayman Islands subsidiaries. The researchers estimate Chinese entities control roughly $3.3 trillion of global corporate value,...

Why Private Equity Is a Talent Business | Flor Kassai, Inflexion | Fund Shack Ep. 86
Fund Shack’s interview with Florencia Casai spotlights Inflexion Private Equity’s view that private equity is fundamentally a talent business. The firm has raised £4.5 billion for its latest buyout fund after a series of successful raises, positioning itself as a winner...

Jeff Hooke: What Private Equity Doesn’t Tell You | Rational Reminder 409
The Rational Reminder episode with Jeff Hook examines why private‑equity and private‑credit have become fashionable despite questionable returns. Hook, a former private‑debt executive and academic, argues that the allure stems more from career incentives and marketing hype than from superior...

Alan Waxman on the Deals Behind Sixth Street's Sports Empire | The Deal
Alan Waxman, co‑founder and CEO of Sixth Street Partners, sat down with Bloomberg’s Jason Kelly and Alex Rodriguez to discuss the firm’s growing sports‑investment empire, from a minority stake in the New England Patriots to holdings in the San Antonio...

Ford Tried to Buy Ferrari and Enzo Blew up the Deal at the Finish Line
In the 1960s Ford attempted a hostile-style acquisition of Ferrari, proposing a split structure that would create a Ford-controlled road-car company and a Ferrari-controlled racing team. The agreement left Ford with final say over budgets and operations, which alarmed Enzo...

Why Unified Systems Are More Important Than Ever in the Era of AI with OneStream CEO Scott
The interview with OneStream President Scott Lashinsky centers on why a unified finance platform is critical for AI to deliver real value. With the recent $6.4 billion acquisition by HG Capital, OneStream is now private, freeing it from quarterly reporting pressures...

😭 99% of Candidates FAIL This REPE Interview Question
The video walks through a typical real‑estate interview problem: an asset with a 5% cap rate, $100,000 first‑year NOI, 60% loan‑to‑value (LTV) and a fixed 10% interest rate. Using the cap rate, the presenter calculates a $2 million purchase price, then...

Operating Partners Are the Future of Private Equity | Jeremiah Wanzell on Consumer Brand Growth
Jeremiah Wanzell, a former executive buyer at Bloomingdale’s and sales strategist for Hugo Boss and Calvin Klein, now runs Growth Mindset Advisors as a fractional operating partner. He argues that the era of pure financial engineering in private equity is ending, and...

Secondaries as Strategic Tool - Secondaries Went Mainstream
The video discusses how secondary transactions in private‑asset funds have moved from a niche, stigmatized corner to a mainstream liquidity mechanism. Over the past two decades the market exploded from roughly $6 billion to $225 billion last year, and general partners now anticipate...

A Private Family Office Insights Webinar Featuring Andy Bernard, Partner and CIO at LEFT LANE.
The Family Office Insights webinar featured Andy Bernard, partner and CIO of Left Lane, outlining a $152 million capital raise to convert distressed historic office buildings into luxury hotels and high‑end multifamily assets. Bernard detailed his background in mortgage‑backed securities and...

NAV Squeezing
The video discusses "NAV squeezing," a practice in private‑equity secondary markets where investors purchase interests in evergreen funds at a discount and the manager subsequently marks those positions to the fund’s net asset value (NAV), creating an apparent same‑day gain. The...

New Rules, New Playbook: What Growth in This Market Looks Like Now
The interview explores how private‑market growth has entered a new regime marked by higher interest rates, tighter liquidity and lower tolerance for error. Gabrielton outlines four structural shifts—AI, deglobalization, consolidation and liquidity—that now dictate where capital flows and how value...

Why Is Sotheby's Acting Like a Bank | FT #shorts
Sotheby's has launched a novel financing scheme that pays sellers a 7% interest rate on art consignments exceeding $5 million, effectively turning the auction house into a bank for ultra‑wealthy clients. The initiative, announced in a recent FT short, allows sellers...

Mining Alpha with Michael Gentile - Junior Miners Repriced as M&A Sets New Gold Benchmarks
The conversation centers on two landmark gold‑sector acquisitions—G Mining’s purchase of G2 Goldfields and Agnico Eagle’s takeover of Rupert Resources. Both deals commanded $500‑$600 per ounce, a stark contrast to the typical $50‑$150 per ounce valuation for junior assets, signaling...

Career Opportunities in Secondaries - The 2% Market That's Booming
The video highlights that the secondary market, representing just 2% of total assets under management, is entering a rapid expansion phase, offering a fertile ground for professionals seeking growth. Speakers note that this niche is transitioning from a backwater segment to...

How Secondaries Really Work - Nigel Dawn - Evercore - Fund Shack Ep. 85
The Fund Shack episode dives into the mechanics and evolution of private‑market secondaries, featuring Nigel Dawn, Evercore’s global head of private capital advisory. Dawn frames the secondary market as a nascent yet essential sub‑asset class that supplies liquidity, price discovery,...

From Founder to Three Exits Building a Services Company and Selling to Private Equity
The podcast follows Robert Irving, founder of a Texas fire‑protection firm turned private‑equity veteran, as he recounts building a service business, selling it to Summit (backed by CI Capital/BlackRock), staying through two subsequent exits, and launching his own independent sponsor,...

How Brett Hickey Built a $Billion Firm From Nothing | Leadership & PE Lessons Every CEO Must Hear
The video features Brett Hickey, founder and CEO of Star Mountain Capital, outlining how he built a $4.5 billion asset firm from a first fund launched at age 26. He emphasizes that the firm’s success stems from a disciplined focus on...

GameStop CEO Ryan Cohen $56B eBay Offer: 'An Opportunity to Build a Much Larger Business'
GameStop CEO Ryan Cohen unveiled a $56 billion unsolicited proposal to acquire eBay, positioning the merged entity as a direct challenger to Amazon in the online marketplace sector. The bid, announced during a live interview, emphasizes leveraging GameStop’s collectibles expertise and...

Spotlight: Alderman & Company
Alderman & Company’s Bill Harris outlined the current M&A climate for middle‑market aerospace and defense firms, weighing the twin pressures of soaring oil prices and the ongoing US‑Iran conflict. He warned that persistently high oil could curb commercial MRO activity as...

Private Equity: Leveraged Buyouts Explained (Analyze Deals Like a Pro)
The episode serves as a primer on leveraged buyouts (LBOs), walking listeners through the mechanics of buying a company with a substantial debt component and the resulting equity upside. Hosts Deborah Taylor and Graham Smith use a house‑purchase analogy and...

How NFL Legend Steve Young Built a $10 Billion Fund | The Deal
Former NFL quarterback Steve Young, a three‑time Super Bowl champion, co‑founded private‑equity firm HGGC nearly two decades ago. The firm now manages roughly $10 billion, and Young discusses how his football mindset shaped the firm’s culture and strategy. Young says HGGC was...

The Blueprint: Inside the Minds of Great American Innovators with Ed Murphy
The Blueprint episode spotlights Ed Murphy, president and CEO of Empower, a retirement‑services powerhouse serving 19.5 million Americans. Murphy traces his journey from a Boston College intern at Merrill Lynch to senior roles at Fidelity and ultimately to leading Empower through a...

How Secondary Investors Choose GPs
The video explains how secondary investors, exemplified by Pantheon, select general partners (GPs) for repeat capital deployment. Over 75‑80% of their allocations flow to GPs already on their platform through fund‑of‑funds, co‑investment, and secondary transactions, underscoring the weight of longstanding...

How Secondaries Investors Think About Liquidity and Exits
The video explains how secondary market investors evaluate liquidity and exit strategies when entering a company in its second year or acquiring a stake from another firm. The speaker emphasizes a buy‑and‑hold approach, staying invested through IPOs or acquisitions, and only...

A Different Approach to Private Equity with Michael Arrieta
The Royal Selection Private Equity podcast featured Michael Arrieta, founder and CEO of Garden City Equity, a holding company that acquires founder‑owned businesses and intends to keep them for decades rather than the typical three‑to‑seven‑year flip cycle. Arrieta explained that a...

10-Point Checklist for Selling Your Business with Eric Becker | Cresset
The video walks entrepreneurs through a ten‑point checklist for preparing a business sale, emphasizing that the process demands the same rigor as running the company itself. Becker urges founders to first define a comprehensive vision that includes the enterprise, their...

What Distinguishes GP Stakes Firms?
The video explains how the firm differentiates itself in the growing GP‑stakes market, emphasizing its unique ownership structure, longevity, and life‑cycle investment approach. First, the firm is a subsidiary of the Kuwait pension system, giving it a true asset‑owner DNA while...

Private Debt vs Syndicated Loans – Why Borrowers Pay More
The video examines why large‑cap companies often pay higher rates when they opt for private‑debt financing instead of traditional syndicated loans. It outlines the competitive dynamics between the two funding sources, noting that borrowers may run a dual‑track process to...

Why Jersey Mike's Is Planning an IPO
Jersey Mike's, the top‑selling sub‑sandwich chain, has lodged a confidential registration statement with the SEC, signaling a likely initial public offering that could value the company near $12 billion. The move follows Blackstone’s $8 billion acquisition of the franchise in late 2024,...

Oakmount and Partners MD on Intergroup Mining IPO Plans, Bonds & Growth Strategy
Oakmount & Partners Managing Director Glenn King discussed the firm’s aggressive growth agenda, highlighting a recent $50 million acquisition and a third deal in the pipeline aimed at lifting the company’s valuation to $100 million within five years. He also detailed Oakmount’s...

Warner Bros. Shareholders Approve $110 Billion Paramount Deal
Warner Bros. Discovery shareholders gave the green light to a $110 billion acquisition of Paramount Global, marking a decisive step toward one of the largest media consolidations in recent history. The deal is priced at $31 per share, a noticeable discount...

Explainer: What Is Private Equity? #StanfordGSB #Investing
The video defines private equity as capital placed in privately held firms that are not listed on stock exchanges, contrasting it with the more familiar public equity where investors buy shares of listed companies and can readily liquidate. It explains that...

Tooru Discusses Plans to Acquire Plant Based Brand Mylky
Tooru announced plans to acquire plant‑based brand Mylky, aiming to integrate its product line into the company’s growing free‑from portfolio. Mylky has moved more than 70,000 units, proving strong demand among consumers who regularly purchase plant‑based, free‑from foods. Tooru sees this...
![Kit Rodgers, Ben Jun, and Paul Kocher (Cryptography Research, Inc.) [Entire Talk]](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://i.ytimg.com/vi/4lH6fwDBODY/maxresdefault.jpg)
Kit Rodgers, Ben Jun, and Paul Kocher (Cryptography Research, Inc.) [Entire Talk]
The Stanford Technology Ventures talk reunited three alumni—Paul Kocher, Ben Jun, and Kit Rogers—who founded Cryptography Research (CRI) in the late 1990s. Their shared Stanford experiences, Mayfield Fellows program, and early crypto seminars forged a partnership that blended deep technical...

Trailer -Private Credit: What’s Really Going On? Permira Credit, David Hirschmann
The trailer features David Hirschmann of Permira Credit discussing the rapid rise of private credit as a distinct financing strategy alongside equity. He frames private credit as a response to the void left by non‑bank institutions, positioning it as a...

Why Private Credit Exists – Structural Shift Explained
The video explains the structural forces that gave rise to private credit as a distinct asset class, tracing its rapid expansion to roughly $1.6 trillion worldwide since the global financial crisis. Regulatory tightening forced banks to shrink mid‑market loan books, as short‑term...

How Top Investors Identify Great Fund Managers
The video explains how leading investors systematically identify top‑tier fund managers, emphasizing a multi‑layered due‑diligence framework rather than relying on surface metrics. Their process begins with deep underwriting of the managers’ personal histories, education, and prior experience. They then assess whether...

$4.5B Savings, Scaling Value, and Operating Model Change: Jacqueline Varela, IBM, on AI in PE
Jacqueline Varela, IBM’s AI lead, explained how private‑equity firms can capture massive value by treating AI as a core operating capability rather than a peripheral tool. She highlighted IBM’s own transformation—acting as “client zero”—which generated $4.5 billion of annualized cost savings...

1 in 4 Private Equity Deals Loses Money. Half of Those Lose Everything.
Hartley Rogers, executive co‑chair of Hamilton Lane, warned that roughly 25% of private‑equity transactions end up losing money, and half of those failures result in a total loss of capital. In his Prime Quadrant Conference keynote, he dissected recurring missteps—over‑optimistic...

Building a Value Creation Machine & Scaling a Private Equity Firm
The Raw Selection Private Equity Podcast episode spotlights Pacific Avenue Capital’s strategy for building a "value creation machine" and scaling its operations beyond the United States. Founder Chris Snise explains that the firm targets businesses owned by "unnatural owners"—individuals or...

How to Drive Organic Growth in a Private Equity Backed Company
The podcast explores how private‑equity‑backed firms can unlock organic growth by rethinking commercial talent. Nigel Green, a two‑time exit founder, argues that the biggest mistake is hiring operators based on industry pedigree rather than the ability to move fast and...

NAB 2026: Thomas Riedel Discusses ARRI Acquisition
At NAB 2026, Thomas Riedel outlined the recent acquisition of ARRI, a century‑old camera brand, by his firm. He traced the deal’s origin to a shareholder search for a new home, which he entered nine months ago, setting the transaction...

ECR Acquires Significant New Near-Term Gold Production
ECR Minerals announced the acquisition of Paleo Gold Limited, securing a 50% stake in the Maddens group of six hard‑rock mines in northern Queensland, an exploration licence in Western Australia and the Salt Bush production project in South Australia. The...