Best Dynamix Podcasts (2025)

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Ep. 105: Andrejka Bernatova, Dynamix | Public-Market Pathways and Investing in Energy 58:17

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14d ago58:17

58:17

On this episode, Andrejka Bernatova, Founder and CEO of Dynamix Corporation, shares how investors can evaluate mission-critical energy and infrastructure businesses by focusing on fundamentals such as contract quality, customer durability and operating reality, rather than market sentiment or emerging-tech narratives. Learn about approaches to publ…

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2025 SPAC Market Review and 2026 Outlook, with Ed Kovary and Jerry Serowik 35:08

1d ago35:08

35:08

In this episode, we examine how the SPAC market evolved in 2025 and what sponsors, issuers, and investors should be thinking about as the calendar turns to 2026. Joining the discussion are Ed Kovary, Head of Capital Markets at BTIG, and Jerry Serowik, Head of Capital Markets at Cohen & Company, two firms that were among the most active in the SPAC …

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Ep. 104: Dave Lambert, Right Side Capital | Navigating Pre-VC Growth and Funding Paths 38:57

17d ago38:57

38:57

On this episode, Dave Lambert of Right Side Capital Management shares what thousands of early-stage investments reveal about how pre-VC companies actually grow. Get clarity on how to evaluate early traction, set realistic fundraising paths and use capital efficiency to extend runway long enough for product-market fit to emerge. Tune in to hear how …

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Ep. 103: Giacomo Sonnino, Charlesbank | Driving Growth and Efficiency in Services Businesses 50:56

22d ago50:56

50:56

In this episode, Giacomo Sonnino, Advisory Director and Operating Partner at Charlesbank Capital Partners, shares how top PE firms connect diligence, underwriting and value creation to shape the first 12–24 months of an investment. This discussion highlights how to identify and prioritize the value levers that matter most in services businesses—fro…

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Merlin Labs and Inflection Point IV - Bringing Autonomy to the Skies 20:49

22d ago20:49

20:49

With Matt George, CEO of Merlin Labs Many firms chasing autonomous ground-vehicles have relied on SPACs to reach the public markets, and now Merlin Labs wants to bring autonomy to the skies. The Boston-based startup is developing an AI-powered “pilot,” the Merlin Pilot, designed to manage full “takeoff-to-touchdown” flights across a wide range of a…

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Ep. 102: Caroline Tarpey, Lead Edge Capital | Moving Beyond AI Hype to Real Operational Impact 41:44

24d ago41:44

41:44

Caroline Tarpey, Managing Director at Lead Edge Capital, outlines a practical approach to AI adoption in PE-backed companies—grounded in trust, clear goals and disciplined execution. She explains why most AI initiatives fall short and where teams can quickly unlock better decision-making and operational efficiency. You’ll learn how AI is transformi…

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Ep. 101: Vik Thapar, Cypress Growth Capital | Non-Dilutive Funding with Royalty-Based Capital 36:55

29d ago36:55

36:55

Shiv sits down with Vik Thapar, Managing Director at Cypress Growth Capital, to explore how royalty-based growth capital helps bootstrapped B2B companies scale without dilution. Vik breaks down when this structure works best, how repayment is designed to support continued growth and why many founders use it to double down on proven sales and market…

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Tactical Resources and Plum Acquisition Corp. III: Fast-Tracking Rare Earths 20:57

1M ago20:57

20:57

With Ranjeet Sundher, CEO of Tactical Resources, and Kanishka Roy, CEO and Chairman of Plum Acquisition Corp. III SPACs have played a big role in the race to develop US-based sources of rare earth materials, but few available target companies are within a few years having an operational mine. Tactical Resources aims to be the exception. This week, …

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Ep.100: Rafael Telahun, Altaline | Rerating Companies Through Hands-On Operational Strategy 40:54

1M ago40:54

40:54

On this episode, Shiv is joined by Rafael Telahun, Managing Director at Altaline Capital Management, to discuss value creation that is built on strategy, rather than just institutionalization. Rafael breaks down how to meaningfully rerate a business by getting hands-on to make improvements like increasing mission criticality, making strategic prici…

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Episode 139: 139 - Rubber Stamped Afro - Chasing Sunsets 1:35:22

1M ago1:35:22

1:35:22

I had bought 22 Afro tunes when i did my last set in September. I picked up last night and bought another 10. I was planning a 2 part set with 16 tunes each. I playing around with the tunes on Friday night and decided to ditch 10 tunes and go with a 22 tune single set mix. I was up early today and recorded it. Enjoy a 90 minute set of Afro House vi…

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How BOXABL Plans to Scale Housing Affordability (FGMC) 28:16

1M ago28:16

28:16

Affordability has become a major theme of 2025 and of all the areas where technology has sped up processes and brought down costs, housing has been a stubborn exception. One company that is trying to bring a new technology-based approach to this is BOXABL, and it has partnered with a SPAC to accelerate that vision. This week, we speak with Galiano …

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Ep. 99: Josh Christensen, Mercato Partners | Building Billion-Dollar Ecosystems as a Minority Investor 36:03

1M ago36:03

36:03

Josh Christensen, Director at Mercato Partners, shares how minority growth investors can turn ecosystem-building into a true competitive advantage—without taking control or over-engineering outcomes. Drawing on his experience scaling Mercato’s playbook across non-coastal markets, Josh breaks down what it takes to embed sales, marketing, and human c…

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Ep. 98: Riccardo Basile, Permira | How to Focus Your Operating Team for Real Impact 39:38

2M ago39:38

39:38

Riccardo Basile, Operating Partner, Head of Value Creation at Permira, shares how firms can turn value creation into a true competitive advantage—without overcomplicating the model. Drawing on his experience building and scaling Permira’s 24-person value creation team, Riccardo breaks down what it takes to embed operating excellence from diligence …

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Ep. 97: Rita Ferrandino, Arc Capital Development | The Downturn Playbook: How to Thrive When Growth Stalls and Disruption Accelerates 39:53

2M ago39:53

39:53

On this episode Shiv interviews Rita Fiorentino, Co-Founder of Arc Capital Development, to unpack a battle-tested playbook for steering portfolio companies through economic downturns—especially when AI disruption, political volatility, and geopolitical shocks are compressing growth. Rita lays out a disciplined sequence that starts with risk assessm…

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Ep. 96: Jeremy Schein, Corsair Capital | Driving Enterprise Value in Financial Services with Strategic Collaboration 39:53

2M ago39:53

39:53

On this episode Shiv interviews Jeremy Schein, Partner and Member of the Buyouts Investment Committee at Corsair Capital, to discuss how private equity firms can drive enterprise value in financial services through collaborative operating expertise. Jeremy shares Corsair’s approach to partnering with management teams in fintech, payments, and adjac…

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Presidio and EQV Ventures: Optimizing Mature Oil & Gas Assets for Modern Returns 27:39

2M ago27:39

27:39

Presidio CEO Will Ulrich and EQV Ventures CEO Jerry Silvey Discuss Their $664 Million Combination How do you build a fast-growing oil and gas company without drilling single hole and without planning to at any point in the future? That may sound like a riddle, but it’s actually a business model that public investors will soon be able to invest in. …

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Ep. 95: Ed Byrne, Scaleworks | Scaling SaaS with Sustainable Growth through Venture Equity 40:16

2M ago40:16

40:16

On this episode Shiv Narayanan interviews Ed Byrne, co-founder of Scaleworks, a venture equity firm based in San Antonio. Ed shares his background as a software entrepreneur and the lessons learned from his experiences that led to founding Scaleworks ten years ago with partner Lou Moorman. The discussion explores the concept of "venture equity" as …

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Ep. 94: Lindsey Gray, Pacific Lake | Thesis-Driven Search and the Playbook for Scaling CEOs 48:28

3M ago48:28

48:28

On this episode Shiv interviews Lindsay Gray, Partner at Pacific Lake, to explore how the firm backs entrepreneurs through the Entrepreneurship Through Acquisition (ETA) or search fund model—an approach that turns traditional private equity on its head by starting with the entrepreneur before the company. Lindsay walks through Pacific Lake’s indust…

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Infleqtion’s $1.8 Billion Quantum Leap with Churchill X (CCCX) 29:15

3M ago29:15

29:15

Infleqtion CEO Matthew Kinsella on the Business of Quantum Sensing and the Road Ahead (CCCX) With capital pouring into quantum computing, the question is no longer if it will arrive, but what other parts of the quantum world are already here? This week, we speak with Matthew Kinsella, CEO of Infleqtion. It announced a $1.8 billion business combinat…

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Small Reactors, Big Market: Terra Innovatum’s $475M Deal with GSR III 30:38

3M ago30:38

30:38

A conversation on nuclear’s next wave with Giordano Morichi of Terra Innovatum and Gus Garcia of GSR III Acquisition Corp. (NASDAQ: GSRT) Developers of small, modular nuclear reactors have been among the most prized stocks of 2025 given their potential to be big players in the energy mix as data center demand booms. This demand is massive, but when…

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Ep. 93: Kelly Ford Buckley, Edison Partners | Driving Enterprise Value Through Execution-Focused Growth Strategies 45:04

3M ago45:04

45:04

On this episode, Shiv interviews Kelly Ford Buckley, General Partner at Edison Partners, a growth equity firm with over 39 years of experience investing in high-growth software companies in secondary markets. Kelly dives into Edison's hands-on approach to value creation, emphasizing their preference for taking on execution risk over product or mark…

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Ep. 92: Drive Pipeline & Revenue Amid Market Uncertainty | Shiv Narayanan, How To SaaS 41:30

3M ago41:30

41:30

In this solo episode of the Private Equity Value Creation Podcast, Shiv Narayanan breaks down the challenges facing portfolio companies in today’s market—and shares a clear roadmap for investors, CEOs, and revenue leaders to drive growth. From slowing sales pipelines to rising competitive pressures and the impact of AI, many companies are underperf…

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Dynamix CEO Andrejka Bernatova Discusses The Ether Machine (ETHM) 34:12

3M ago34:12

34:12

This week, we sit down with Dynamix Corporation (NASDAQ:ETHM) CEO and Chair Andrejka Bernatova, who is about to list her third SPAC in the past four years with one business combination already completed and another pending. She tells us how it has been quite the ride through the last two SPAC cycles and where she thinks SPACs at times went wrong du…

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Ep. 91: Craig Jones, TPE Boulder | Scaling Value in the Lower Middle Market through Strategic Growth 37:48

3M ago37:48

37:48

On this episode Shiv Narayanan interviews Craig Jones of TPE Boulder to discuss value creation in lower middle market private equity, focusing on smaller companies with $2-5 million in EBITDA. Craig shares TPE Boulder’s approach to scaling businesses through organic growth, emphasizing diversification by location and provider, strengthening managem…

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Ep. 90: Gus Araya, Cordillera Investment Partners | Finding Value in Alternative Assets 42:32

3M ago42:32

42:32

On this episode Shiv interviews Gus Araya, Co-Founder and Co-Managing Partner of Cordillera Investment Partners, to discuss how PE firms can generate alpha by investing in alternative assets like marinas, music royalties, and spirits. Gus shares Cordillera’s approach to targeting niche, less correlated markets, using a repeatable process to source,…

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Episode 138: 138 - Rubber Stamped Progressive - Under The Sun 1:35:43

3M ago1:35:43

1:35:43

Inspired by Scrappy Do aka Pasha making his 2nd set recently, I had a window last Friday and did some solid record shopping. Bought 36 tunes to fuel 2 different styled mixes. I recorded the first mix om the Saturday and the second om the Sunday. Both were unplanned and blind recorded really. With tunes from Trilucid, Gai Barone, Dave Seaman, Cendry…

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Betting on U.S. Uranium: A Conversation with Eagle Energy Metals and Spring Valley II 24:36

4M ago24:36

24:36

SPACs have been highly active lately in taking public a new generation of nuclear technology companies, but in order for those companies to meet the power demand being driven by the boom in datacenter deployments, they are going to need a steady supply of uranium. This week, we speak with Mark Mukhidja, CEO of uranium mining firm Eagle Energy Metal…

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Ep.89: Andy Lund, Houlihan Lokey | Navigating Fundraising and Liquidity in a Challenging Private Equity Market 55:20

4M ago55:20

55:20

On this episode, Shiv Narayanan interviews Andy Lund, Managing Director and Global Co-Head of Primary Capital Advisory at Houlihan Lokey, to discuss strategies for private equity firms navigating today's challenging fundraising and liquidity environment. Andy shares insights on how GPs can differentiate themselves in a crowded market, leveraging to…

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Ep. 88: Eliot Kerlin, Broadwing Capital | Building Value in the Lower Middle Market with an Operational Playbook 37:01

4M ago37:01

37:01

On this episode Shiv interviews Eliot Kerlin, Co-Founder of Broadwing Capital, to explore how PE firms can create value in the lower middle market by combining a systematic playbook with deep operational resources. Eliot explains Broadwing’s five-part framework—from fortifying the foundation and scaling for growth to talent development, stakeholder…

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Kodiak CEO Don Burnette on Autonomous Trucking and Going Public with Ares II (AACT) 30:53

4M ago30:53

30:53

This week, we return to the subject of autonomous trucking with a SPAC target that already logged months of its trucks operating autonomously in an industrial setting with rollouts on public highways and defense applications inbound. That company is Kodiak, which announced a $2.6 billion combination with Ares Acquisition Corporation II (NYSE:AACT) …

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Episode 137: 137 - Rubber Stamped Progressive - Global Underground Vol3 1:30:53

4M ago1:30:53

1:30:53

Inspired by Scrappy Do aka Pasha making his 2nd set last week, I had a window last night and did some solid record shopping. Bought 36 tunes to fuel 2 different styled mixes over the next few weeks. I recorded the first mix today having no time to filter or plan the set, this was a blind recording. With tunes from Hernan Cattaneo, Nick Warren, Fran…

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Replay: Revisiting SPACs in 2022 with Niccolo de Masi from the dMY Team 43:55

4M ago43:55

43:55

In this SPACInsider Podcast REPLAY, we go back to January 2022 when the abrupt end of 2021’s SPAC euphoria was setting in, and new strategies were needed to weather the storm. We sat down with Niccolo de Masi of the dMY SPACs to get his takes on how SPACs were going to roll with the punches and his own vision for when a refreshed SPAC cycle would r…

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Ep. 87: Michael Wilkins, Shamrock Capital | How Sector Focus Impacts Deal Flow and Growth 45:15

4M ago45:15

45:15

Shiv interviews Michael Wilkins, Partner at Shamrock Capital, to explore the opportunities PE firms can unlock through deep expertise in sectors including media, entertainment and sports. Michael explains how industry focus and long-term networks translate into proprietary deal flow, why value creation plans need to be tailored to each company rath…

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Ep. 86: How To SaaS Team | Turning Marketing into a Growth Engine for PE-Backed Companies 53:51

4M ago53:51

53:51

In this episode, Shiv Narayanan sits down with members of the How To SaaS client services team to talk about the most common marketing challenges inside PE-backed portfolio companies—and how to solve them. Chief Client Officer Farhad Chikhliwala, VP of Marketing Taylor Moore and Director of Marketing Tatiana Morand discuss why poor tracking and mis…

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Ep. 85: Brian Boorstein, Granite Creek Capital Partners | Using Flexible Capital Structures to Unlock Growth 35:31

4M ago35:31

35:31

Shiv interviews Brian Boorstein, Co-Founder and Partner at Granite Creek Capital Partners. On this episode, Brian shares how to leverage flexible investment structures to unlock growth in lower middle market companies. Learn about the importance of aligning capital, talent and opportunity, and hear about how rigid investment mandates can cause PE f…

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Inside ReserveOne's Deal with M-3 Brigade V (MBAV) 44:24

5M ago44:24

44:24

An in-depth discussion with Sebastian Bea, President & Head of Investments at ReserveOne, and Vik Mittal, Managing Member at Meteora Capital Partners If there has been one hot summer trend among SPACs, it has been the crypto treasury business combination. To help better understand this new genre of SPAC deal, we sat down with Sebastian Bea, Preside…

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Episode 027. Upward bullying. The unspoken challenge that leaders face in the workplace. 1:04:13

5M ago1:04:13

1:04:13

Send us a text It feels really good to be back with a new season of The Art of the Suit. My motivation to get restarted was meeting a fellow executive coach, Maureen Kyne, who is based in Melbourne, Australia. Maureen is a remarkable businesswoman and entrepreneur in her own right and has earned her stripes coming up through the ranks in the workpl…

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Ep. 84: Garrett Marsilio, Delta-v Capital | Creating Liquidity Through Secondaries in Tech 33:44

5M ago33:44

33:44

Shiv interviews Garrett Marsilio, Partner at Delta-v Capital. On this episode, Garrett dives deep into the evolving landscape of secondaries in private markets. Learn how secondary investments are creating new liquidity pathways for venture-backed companies and why this is becoming a preferred strategy. Hear about adding post-investment value throu…

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Simon Irish, CEO Terrestrial Energy, and Shawn Matthews, CEO & Chairman HCM II, Discuss Emerging Trends and Nuclear Power 29:54

5M ago29:54

29:54

What many of the biggest trends in emerging technology today have in common is that they require significantly more electricity and reliable means of receiving it efficiently. This week, we speak with Simon Irish, CEO of nuclear plant developer Terrestrial Energy, and Shawn Matthews, CEO and Chairman of HCM II Acquisition Corp. (NASDAQ:HOND). The t…

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Ep. 83: Kade Thomas, Emory Oak Partners | Scaling Service Businesses with a Long-Term Approach 40:42

5M ago40:42

40:42

Shiv interviews Kade Thomas, Founder & CEO of Emory Oak Partners. On this episode, Kade explains how his firm grows service businesses. Learn about a proven approach to building companies from the ground up, integrating acquisitions, using centralized teams to handle shared services and using data to guide marketing and cross-selling strategies.…

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Ep. 82: Amanda Good, Searchlight Capital Partners | Turning Good Businesses Into Great Investments 39:06

5M ago39:06

39:06

Shiv interviews Amanda Good, Partner and Head of Value Creation at Searchlight Capital Partners. In this episode, Amanda shares practical strategies to transform good companies into great ones through operational excellence, team enhancements, and a disciplined planning process. Learn how to balance quick-win initiatives with longer-term strategic …

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SPACs Halfway through 2025: What’s Working, What’s Changing, What’s Next 52:43

5M ago52:43

52:43

Harry You, Brandon Sun, and Vik Mittal break down the SPAC landscape On this special edition of the SPACInsider Podcast, we bring together a panel of SPAC veterans to explore the state of the market from the perspectives of sponsors, investors, and underwriters. Joining us are serial SPAC sponsor Harry You, Brandon Sun, Head of SPAC Investment Bank…

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Ep. 81: Andrew Weinberg of Brightstar Capital on Blending AI with Traditional PE Strategies 35:08

5M ago35:08

35:08

Shiv interviews Andrew Weinberg, Founder, CEO & Co-Chair at Brightstar Capital Partners. On this episode, Andrew talks about transforming traditional private equity through an “invest and operate” or ”us and us” model. Learn how AI is becoming an integral value creation lever alongside traditional strategies and about practical examples of applying…

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Inside Kyivstar’s $2.2B SPAC Deal: Rebuilding Ukraine, One Tower at a Time 29:56

6M ago29:56

29:56

This week, we speak with Kyivstar CEO Oleksandr Komarov about the company’s $2.2 billion dollar combination with Cohen Circle Acquisition Corp. I (NASDAQ:CCIR). Few companies have been had to forge themselves in the flames recently quite like Ukraine’s leading telecom and digital services provider Kyivstar. Now, Kyivstar is not only telling that st…

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David Liu on Plus’ $1.3B SPAC Deal and the Future of Driverless Freight 25:48

6M ago25:48

25:48

After years of investment and excitement, the dawn of self-driving cars and trucks is now here. The question now is which business model among autonomous driving technology companies will win out? This week, we speak with David Liu, CEO of autonomous trucking company Plus. Plus announced a $1.3 billion combination with Churchill Capital Corp. IX (N…

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Ep. 80: Bradford Pilcher of Bonaccord Capital Partners on Unlocking PE Firm Growth Through GP Stakes 57:16

6M ago57:16

57:16

Shiv interviews Bradford Pilcher, Partner at Bonaccord Capital Partners. In this episode, Brad unpacks the GP stakes strategy – what it is, how it works, and why it’s more than just a passive investment. Learn how mid-market private equity firms can grow through capital formation, thoughtful product diversification, and talent strategy. Learn what …

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Ep. 79: Lloyd Metz, ICV Partners | Transforming Legacy Businesses with Capital, Digital, and EQ 46:45

6M ago46:45

46:45

Shiv interviews Lloyd Metz, Managing Partner at ICV Partners. In this episode, Shiv and Lloyd discuss investing in legacy or family-owned businesses in sectors like consumer goods (CPG), food and beverage (F&B), and business services. Learn how to drive transformation in these companies by modernizing operations, embracing digital, and scaling go-t…

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Inside Colombier II’s $197M GrabAGun Deal 27:40

6M ago27:40

27:40

CEO Marc Nemati and Colombier II’s Omeed Malik break down the deal, timing, and the strategy. Despite its moniker as the “the everything store” you can’t buy everything on Amazon, and firearms are one of those things. But, GrabAGun has spent years building a platform for regulated online firearms purchases, and soon, consumers will be able to buy G…

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Ep. 78: Jon Nuger, Berkshire Partners | Prioritizing Culture Within PE Firms 43:17

6M ago43:17

43:17

Shiv interviews Jon Nuger, Managing Director at Berkshire Partners. Shiv and Jon discuss the importance Berkshire Partners places on culture within the firm and the impact this has on the way they invest and create value. Learn how a focus on culture can be a differentiating strategy, how it shapes your relationships and conversations (particularly…

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Ep. 77: Hilary Gosher, Insight Partners | Operational Excellence from Sourcing to Exit 53:40

7M ago53:40

53:40

Shiv interviews Hilary Gosher, Managing Director at Insight Partners. In this episode, Shiv and Hilary discuss how Insight’s 120-person Onsite team gives the firm a competitive edge across its portfolio. Learn how having an in-house operations team can be a force multiplier for portfolio companies by bringing deep functional expertise and strategic…