Private Equity 360

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.

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.

In 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).  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

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 Bob Woosley 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/

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”, the #1 ranked compliance podcast in the country. Watch: https://www.frazierdeeter.com/webinars/private-equity-360-evolving-trends-in-diligence-of-private-equity-firms/

It 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 effect” on company valuations today and going forward.

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. 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 | Managing Director/Partner, Alantra

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 who successfully joined the firm as a result of a lift out. Watch now: https://www.fd-fa.com/videos/private-equity-360-lift-out/ 

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. Watch the video: https://www.fd-fa.com/videos/private-equity-360-a-biden-tax-law-and-the-impact-on-ma/

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: https://www.fd-fa.com/videos/private-equity-360-what-is-litigation-finance/

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. To watch this interivew visit: https://www.frazierdeeter.com/webinars/private-equity-360-secondary-funds-and-the-pandemic/

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. 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.

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. Watch Now: https://www.frazierdeeter.com/webinars/private-equity-360-operating-in-todays-environment-with-growth-operators/ 

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. Learn more: archandtower.com

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. Guests: Jim Devlin, Managing Director, DuckerFrontier, jdevlin@duckerfrontier.com Scott Ulnick, Managing Principal, DuckerFrontier, sulnick@duckerfrontier.com Learn More: www.duckerfrontier.com www.fd-fa.com www.frazierdeeter.com

What 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.

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.

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.

Bob 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.  

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.