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Private Equity Deals

Private Equity Deals explores deals in the private. Much like Capital Allocators, we share conversations that previously occurred behind closed doors between private equity managers and their investors. In each episode, we discuss an individual deal to learn about portfolio companies, deal dynamics, and ownership that make private equity a force in institutional portfolios and the global economy.

Season 1 features managers you know. Season 2 features companies you know.

Episodes:

Rockefeller Capital Management

With: Greg Fleming

Private Equity

Allocator

Private Wealth

Greg Fleming is the CEO of Rockefeller Capital Management, a business he created alongside the Rockefeller family.

TigerRisk

With: Chris Ackerman

Private Equity

Manager

Chris Ackerman is a Managing Director at Flexpoint Ford, a Chicago-based private equity firm founded in 2005.

Breitling

With: Andreas Holzmueller and Luke Chapman

Private Equity

Manager

Episode: 8 June 14, 2023
Private Equity Deals
Andreas Holzmueller and Luke Chapman represent Partners Group, an investment firm with $130 billion under management.

Mavis Tire Express Services

With: David Roux and Tom O'Rourke

Private Equity

Manager

Episode: 7 May 31, 2023
Private Equity Deals
David Roux and Tom O’Rourke lead BayPine, a private equity firm founded in 2019.

Selective Search

With: Brent Beshore

Private Equity

Manager

Episode: 6 May 17, 2023
Private Equity Deals
Brent Beshore is the founder and CEO of Permanent Equity, an investor in small, family-owned private businesses.

Yahoo!

With: David Sambur

Private Equity

Manager

Episode: 5 April 19, 2023
Private Equity Deals
David is a Partner and Co-Head of private equity at Apollo Global Management, a public alternative asset manager.

Yellowstone Club

With: Sam Byrne

Private Equity

Manager

Episode: 4 April 5, 2023
Private Equity Deals
Sam Byrne is the Managing Partner and founder of CrossHarbor Capital Partners, a leading real estate firm.

TaylorMade

With: David Shapiro

Private Equity

Sports

Manager

Episode: 3 March 15, 2023
Private Equity Deals
David Shapiro is a co-founder of KPS Capital, a three-decade-old private equity firm.

BlueTriton Brands

With: Scott Spielvogel

Private Equity

Manager

Episode: 2 March 1, 2023
Private Equity Deals
BlueTriton Brands is the business that formerly comprised Nestle Water North America.

Fenway Sports Group

With: Ian Charles

With: Sam Kennedy

Private Equity

Sports

Manager

Episode: 1 February 15, 2023
Private Equity Deals
On the first episode of season two of PE Deals, Ian Charles and Sam Kennedy discuss Fenway Sports Group.

Scaled Growth Equity at agilon health

With: Clayton Dubilier & Rice

Private Equity

Manager

Ravi Sachdev is a Partner and Ron Williams is an Operating Advisor at Clayton Dubilier & Rice, a global private equity firm.

A Beautiful Carveout at Orveon

With: Advent International

Private Equity

Manager

Episode: 07 December 7, 2022
Private Equity Deals
Tricia Glynn is a Managing Director at Advent International, the global private equity firm that oversees nearly $100 billion

Partnering, Merging, and Growing at Zelis

With: Bain Capital

Private Equity

Manager

Bain Capital manages $180 billion, about half of which is in private equity.

Transformation and Carve Outs at Innovyze

With: EQT

Private Equity

Manager

Episode: 05 November 9, 2022
Private Equity Deals
Arvindh Kumar is Partner and Global Co-Head of Technology at EQT, a public company overseeing nearly $100 billion in assets.

Culture and Compounding at Parts Town

With: Berkshire Partners

Private Equity

Manager

Episode: 04 October 26, 2022
Private Equity Deals
Kevin Callaghan and Larry Hamelsky are Managing Directors and long-time team members at Berkshire Partners.
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