Best Bluwave Podcasts (2025)

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Scaling Consumer Brands: Jared Stein’s Approach to Growth and Loyalty 41:00

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3d ago41:00

41:00

Jared Stein, Co-founder and Partner at Monogram Capital Partners, shares his expert approach to scaling consumer businesses, fostering customer loyalty, and driving sustainable growth. From partnering with family-owned companies to identifying sectors with lasting demand, Jared provides actionable insights for excelling in fragmented markets and na…

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Private Equity’s AI Shift: Bob Morse on SaaS, Pricing, and Alignment 46:39

17d ago46:39

46:39

Sean Mooney speaks with Bob Morse, Co-Founder & Managing Partner at Strattam Capital, about the changing playbook in private equity, especially in tech. Morse traces his path from Morgan Stanley and Oak Hill to founding Strattam, then lays out a no-surprises model: turn cards face-up pre-signing, align on a founder-written five-point plan, and opt-…

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Focus, Metrics, and AI: Dan Gaspar’s Private Equity Strategies 43:54

1M ago43:54

43:54

Dan Gaspar, Partner at TZP Group, shares how private equity investors drive growth through focus, actionable insights, and strong partnerships. Hear Dan’s approach to evaluating businesses, aligning on key priorities, and leveraging innovations like AI. With decades of experience, Dan breaks down what it takes to create value in today’s dynamic mar…

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Private Equity’s Resilience and Q2 2025 Economic Trends 22:15

2M ago22:15

22:15

The second quarter of 2025 showcased one of the most compelling periods for private equity, revealing how firms responded to disruption through strategic action and decisive adaptation. Join BluWave Founder and CEO Sean Mooney as he unpacks the insights from BluWave's Q2 Private Equity Insights Report, including data showing rolling recovery trends…

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From Turnarounds to Growth: Ben Gaw on Building High-Performing Teams in Private Equity 28:57

2M ago28:57

28:57

In this episode of Karma School of Business, Sean Mooney speaks with Ben Gaw, Partner and Head of Portfolio Operations at Cross Rapids Capital. Ben shares stories from his journey as a first-generation immigrant to becoming a sought-after private equity leader, highlighting lessons learned from turnarounds, rapid decision-making, and building succe…

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What Dave Shephard Learned at West Point—and Applies in Private Equity 42:20

3M ago42:20

42:20

In this episode of Karma School of Business, Sean Mooney sits down with Dave Shephard, Director of Portfolio Operations at Rainier Partners. Dave shares how his military experience, consulting background at Bain, and hands-on leadership approach shape his work in private equity today. Key topics include: 1:30 - Dave’s journey from West Point to por…

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Board Meetings that Matter: Strategy, Structure, and Impact 54:18

3M ago54:18

54:18

This Karma School of Business feed drop from our sister podcast, Best But Never Final, explores the private equity approach to board meetings. Sean Mooney sits down with Lloyd Metz of ICV Partners and Doug McCormick of HCI Equity Partners to unpack how to turn board meetings into strategic powerhouses that drive real outcomes. Episode Highlights: 0…

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Elements of Value in Private Equity (Part 4): How PE Leaders Evaluate Businesses 26:16

3M ago26:16

26:16

In this episode of Karma School of Business, Sean Mooney continues the Elements of Value series, exploring what private equity professionals focus on when evaluating businesses that have the potential to thrive. You’ll hear from: 0:49 - Vinay Kashyap of MainSail Partners on identifying bootstrap B2B software companies with strong growth potential, …

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Two Decades of Investing in Franchise/Multi-Unit Businesses with CapitalSpring 49:56

4M ago49:56

49:56

Richard Fitzgerald, Co-Founder and Managing Partner at CapitalSpring, joins Sean Mooney to share the story behind one of the most enduring sector-focused firms in private equity. In a conversation that moves well beyond deal mechanics, Richard reflects on the early days of CapitalSpring, the value of sticking with a niche, and what it takes to buil…

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The Private Equity Playbook for Add-On Strategy, Data Discipline & Value Creation | Brooke Ablon, Fort Point Capital 49:38

4M ago49:38

49:38

Brooke Ablon, Co-Founder and Partner at Fort Point Capital, joins Sean Mooney to share how his firm scales lower middle market companies through a precise mix of strategy, data, and partnership. From executing disciplined add-on acquisition plans to transforming founder-led businesses into institutional-grade operations, Brooke walks through a real…

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How Private Equity Pros Build Enduring Value with Discipline & Data | Brian Neider, Lead Edge Capital 52:44

4M ago52:44

52:44

Brian Neider, Managing Partner at Lead Edge Capital, joins BluWave CEO Sean Mooney to break down what great private equity investing really looks like — from systematic sourcing to building one of the most engaged LP networks in the industry. This episode is packed with real-world lessons from 20 years of disciplined execution and growth equity inn…

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Don McDonough on Leading A Private Equity Business Development Function 38:35

4M ago38:35

38:35

In this episode of Karma School of Business, Sean Mooney speaks with Don McDonough, Managing Director at GTCR, about his career in private equity and his role in building GTCR’s business development function. Episode Highlights: 1:24 - Path to Private Equity: Don’s journey from investment banking to private equity and his early career experiences. …

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Foundations of Leadership: Private Equity Insights with Dave Schnadig 58:20

5M ago58:20

58:20

In this episode of Karma School of Business, Sean Mooney connects with Dave Schnadig, Co-President of Cortec Group, for an inspiring conversation about private equity, leadership, and the many lessons Dave has learned through his dynamic career. Dave shares his journey from his family’s entrepreneurial roots to leading one of private equity’s most …

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Data, AI, and Leadership: Essential Lessons for Private Equity from Misha Logvinov 39:28

5M ago39:28

39:28

In this episode of Karma School of Business, Sean Mooney sits down with Misha Logvinov, Managing Director and New York Office Lead at MGX, to discuss the essential lessons he’s learned throughout his entrepreneurial journey and private equity career. Together, they explore actionable insights on leadership, adaptability, and leveraging technology f…

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Private Equity Q1 Insights: Adapting to Economic Shifts and Deal Market Trends 20:10

5M ago20:10

20:10

In this episode of Karma School of Business, Sean Mooney shares key insights from Q1 2025, covering private equity activity and responses to evolving economic conditions. Examining GDP, easing inflation, and rebounding deal activity, Sean discusses how private equity professionals are adapting strategies to capitalize on opportunities while managin…

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Private Equity Resilience: Turning Adversity Into Opportunity 34:34

5M ago34:34

34:34

This episode of Karma School of Business explores how resilience, tenacity, and grit enable private equity professionals to turn risk into opportunity. Sean Mooney reflects on industry responses to the 2008 financial crisis and COVID-19, showcasing how frameworks like Colonel John Boyd’s OODA Loop (Observe, Orient, Decide, Act) drive action during …

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Elements of Value in Private Equity (Part III): Key Characteristics of Great Companies 42:34

5M ago42:34

42:34

In this special episode of Karma School of Business, Sean Mooney revisits insights from previous conversations with some of private equity’s most thoughtful leaders. These experts highlight the "elements of value" they prioritize when evaluating companies for investment, offering actionable frameworks and lessons learned across industries, geograph…

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AI in Private Equity: How Innovation is Reshaping Business Strategies 59:13

6M ago59:13

59:13

In this special episode, Sean Mooney joins Doug McCormick (HCI Equity Partners) and Lloyd Metz (ICV Partners) to explore the transformative impact of AI on private equity, portfolio companies, and everyday life. From optimizing portfolio company operations to driving innovation in deal sourcing and content creation, this discussion provides actiona…

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Private Equity Spotlight: Grit, Growth, and Game-Changing Deals with Micah Dawson 45:22

6M ago45:22

45:22

From a non-traditional career path to transforming businesses, Micah Dawson shares his playbook for designing business success in private equity with Sean Mooney. Packed with bold career moves, hard-earned lessons, and fresh perspectives, Micah shares how grit, leadership, and a focus on people drive real impact in the lower middle market. [00:03:1…

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Private Equity Spotlight: Investing in Vision and Integrity with Trent Hickman 47:11

6M ago47:11

47:11

What does it take to transform founder-led businesses into industry leaders? In this episode of the Karma School of Business, Sean Mooney sits down with Trent Hickman, Co-Managing Partner at VSS Capital Partners, and shares his blueprint for creating value, building trust, and fostering growth alongside visionary management teams that every busines…

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Private Equity Spotlight: The Future of Enterprise Software with John Hodge 59:13

6M ago59:13

59:13

Sean Mooney chats with John Hodge, Partner at Rubicon Technology Partners, to explore his inspiring journey from Buffalo, NY, to founding one of the premier private equity firms in enterprise software. John dives into the importance of culture, operational excellence, and aligning with portfolio companies to create value while sharing personal insi…

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Private Equity Spotlight: Kristin Johnson on Building Better, Successful Businesses 34:44

7M ago34:44

34:44

In this episode of the Karma School of Business podcast, Kristin Johnson, Managing Director at Altamont Capital Partners, shares actionable advice for building stronger businesses and teams with Sean Mooney. From fostering leadership to embracing innovative practices like AI and employee ownership, Kristin offers a perspective that resonates with b…

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Private Equity Spotlight: People-First Partnerships with Ran Ding & Chris Scullin 52:39

7M ago52:39

52:39

In this episode of Private Equity Spotlight, Sean Mooney sits down with Ran Ding and Chris Scullin from Norwest to discuss why private equity is ultimately a people-driven business. With deep insights into founder-led businesses and long-term partnership strategies, Ran and Chris share their unique approach to building trust, creating value, and fo…

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The Future of Private Equity: Innovation, Transformation, and Leadership 20:23

7M ago20:23

20:23

In this special episode, Sean Mooney examines how private equity is evolving to meet the challenges of today and tomorrow. From proactive due diligence to transformative value creation, modern firm operations, and corporate citizenship, Sean explores the key trends shaping the future of the industry and highlights the firms leading the charge. Whet…

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Private Equity Spotlight: Dan Ryan on Turning Challenges into Smart Strategies 43:27

7M ago43:27

43:27

In this engaging episode of the Karma School of Business podcast, Sean Mooney sits down with Dan Ryan, Managing Director at MidOcean Partners, to discuss his journey in private equity, the evolving dynamics of the industry, and how MidOcean is staying ahead in a competitive market. From life-saving lessons to building critical business functions du…

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Private Equity Spotlight: Scaling Bootstrapped Success with Vinay Kashyap 40:34

8M ago40:34

40:34

Sean Mooney welcomes Vinay Kashyap, Partner at Mainsail Partners, to explore the art and science of investing in and scaling bootstrapped software companies. With a focus on relationships, discipline, and resourcefulness, Vinay reveals how Mainsail supports entrepreneurs in building enduring businesses. Discover practical strategies for turning pro…

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Private Equity Spotlight: Building Marketing Excellence with Lisa Ames 52:20

8M ago52:20

52:20

In this episode of the Karma School of Business, Sean Mooney hosts Lisa Ames, an accomplished marketing operating executive at Norwest Venture Partners. Lisa shares her unique journey into private equity, the value of fostering trust as a business leader, and actionable strategies for marketing and value creation at portfolio companies. Whether you…

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Private Equity Predictions: 2025 Roadblocks, Accelerators, and What’s Next 46:24

8M ago46:24

46:24

In this special Karma School of Business episode, Sean Mooney breaks down key lessons from 2024 and offers predictions for the private equity industry in 2025. Discover what’s driving growth, the challenges firms must navigate, and strategies to leverage emerging trends like AI adoption, reshoring, and evolving M&A markets. Episode Highlights: 2:15…

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Private Equity Spotlight: The Recipe for Accelerating Growth and Efficiency with Jonathan Metrick 43:58

8M ago43:58

43:58

Join Sean Mooney in this engaging episode of Karma School of Business as he speaks with Jonathan Metrick, Partner and Chief Growth Officer at Sagard. Jonathan shares profound insights on growth strategies, operational excellence, and lessons learned as a former operator turned private equity growth leader. Tune in for actionable advice on accelerat…

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Insights from Investment Banking: Steve Hunter’s Advice for Private Equity and Business Owners 56:57

9M ago56:57

56:57

Sean Mooney sits down with Steve Hunter, Managing Director at TM Capital, to discuss the nuanced world of M&A, the key ingredients for creating value in a business, and what both buyers and sellers need to know for a successful deal. Steve offers practical advice for private equity professionals and business owners, sharing timeless insights from h…

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Private Equity Spotlight: Lessons in Leadership and Growth with Casey Myers 39:44

9M ago39:44

39:44

In this episode, Sean Mooney speaks with Casey Myers, partner at Edison Partners, about leadership, value creation, and growing businesses in the lower middle market. Casey shares his unique operator-driven perspective on driving sustainable growth, evaluating leadership, and solving pain points for customers. Episode Highlights: 2:37 - Casey share…

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What I Wish I Knew: Private Equity Leaders' Advice to Their Younger Selves (2024, Part 1) 30:02

9M ago30:02

30:02

In this special compilation episode, private equity leaders share the invaluable advice they would give to their younger selves. This collection of insights offers timeless wisdom applicable to professionals at all stages of their careers. Hear lessons on adaptability, patience, relationship building, and trusting your instincts from some of the mo…

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Happy Holidays from the Karma School of Business! 1:24

9M ago1:24

1:24

Celebrate the joy of the season with a special message from The Karma School of Business. We're taking this moment to wish you and your loved ones a Merry Christmas and Happy Holidays. Enjoy this time with family and friends, and thank you for being a part of our community. For more information on BluWave and this podcast, go to www.bluwave.net/pod…

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Private Equity Business Builders' Bookshelf 2024 43:27

9M ago43:27

43:27

In this special episode, we gather impactful book recommendations from our guests, offering insights into the minds of leading business builders. Episode Highlights: 1:12 - Emily Holdman: Recommends "The Book of Charlie" by David Von Drehle for its profound wisdom and applicability to life changes. https://www.amazon.com/Book-Charlie-Remarkable-Ame…

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Private Equity Spotlight: From NFL to Investment Leadership with Rob Konrad 45:54

10M ago45:54

45:54

Join us as Rob Konrad, co-founder of Alterna Equity Partners, shares his journey from NFL athlete to private equity leader. Rob discusses how experiences from sports influence his investment strategies and success in building businesses. Episode Highlights: 1:05 - Rob recounts his early fascination with economics and football during his upbringing …

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Digital Transformation in Private Equity: Nik Kapauan's Journey with Access Holdings 40:47

10M ago40:47

40:47

Explore the role of digital innovation in private equity with Nik Kapauan, Managing Director at Access Holdings. Host Sean Mooney, founder and CEO of BluWave, delves into how Access Holdings applies digital strategies and value creation to enhance middle-market businesses. Learn about Nik's shift from strategy consulting to leading initiatives at A…

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Strategic Exits and Sustained Growth: Year-End Insights from Doug McCormick and Lloyd Metz 44:49

10M ago44:49

44:49

Explore strategic exits and sustained growth in private equity with Doug McCormick of HCI Equity Partners and Lloyd Metz of ICV Partners. This special crossover episode delves into optimal timing for selling companies, the significance of building durable business models, and prioritizing long-term value. Learn how private equity navigates exit com…

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Value Creation and Philanthropy: Jon Pressnell's Multifaceted Strategy at Blue Point Capital 35:28

10M ago35:28

35:28

In this insightful episode of the Karma School of Business podcast, host Sean Mooney, Founder and CEO of BluWave, engages in a thought-provoking conversation with Jon Pressnell, Partner at Blue Point Capital Partners. They delve into the multifaceted world of private equity, the strategic business building, and the unique philanthropic initiative, …

1
Private Equity's Guide to Impactful Giving with Katie Marchetti 51:58

11M ago51:58

51:58

Learn about the essence of philanthropy with Sean Mooney, Founder and CEO of BluWave, and Katie Marchetti, Vice President of Philanthropic Services at the Community Foundation of Middle Tennessee. This episode of the Karma School of Business podcast is designed for both individuals and businesses within the private equity community, offering a road…

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Elements of Value in Private Equity (Part II): More Insights from Top Business Builders 26:24

11M ago26:24

26:24

"Elements of Value in Private Equity: Advanced Insights from Industry Leaders" offers a comprehensive look into the critical factors that define successful private equity investments. Host Sean Mooney, CEO of BluWave, is joined by industry experts Susan Soh (GrowthCurve), Cory Eaves (BayPine), Jessica Ginsberg (LFM Capital), Troy Phillips (BPOC), a…

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Human Capital vs. Human Resources: Investing in People for Private Equity Success with Joelle Marquis 38:05

11M ago38:05

38:05

Explore leadership and culture in private equity with Joelle Marquis, President of Arsenal Capital Partners. Host Sean Mooney and Joelle discuss the critical role of human capital in the industry, offering insights into Arsenal Capital's approach to fostering talent and building a culture of excellence. Episode Highlights: 01:30 - Joelle's entry in…

1
Private Equity is Throttling Toward a Breakout: Q3 2024 Insights 26:03

11M ago26:03

26:03

Explore BluWave's Q3 2024 PE insights report with Sean Mooney, BluWave's Founder and CEO. This episode unpacks the latest trends, strategies, and predictions shaping the private equity landscape. Learn about the competitive dynamics, team retention strategies, and the focus on growth initiatives that are setting the stage for a breakout in 2025. Ep…

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Thoughts on Lower Middle Market Private Equity with Michael Rubel 36:40

12M ago36:40

36:40

Join Sean Mooney in this episode of the Karma School of Business as he sits down with Mike Rubel, Managing Partner at RFE Investment Partners. With a career that spans from the bustling floors of investment banking to the strategic realm of private equity, Mike shares his journey into an industry where personal connections and market dynamics play …

1
Adapting to Change: Philip Lewis' Strategy in Private Equity 37:19

12M ago37:19

37:19

In this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, sits down with Philip Lewis, Partner at Fulcrum Equity Partners. From his early days in investment banking to his significant role in shaping Fulcrum Equity Partners, Philip shares his unique journey into the private equity world. This conversation explores the dy…

1
The Dynamics of Fundraising in Private Equity with Christian Bullitt 40:24

12M ago40:24

40:24

Join us in this episode of Private Equity Spotlight where Sean Mooney, founder and CEO of BluWave, engages in a deep dive with Christian Bullitt, Managing Director at Raymond James Private Capital Advisory Practice. With a career that has traversed from public relations to the heart of private equity, Christian brings a wealth of experience and a u…

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Private Equity Spotlight: Caleb Clark on Entrepreneurial Spirit in Investment 48:24

1y ago48:24

48:24

In this engaging episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, sits down with Caleb Clark, Senior Partner at ATL Partners. With a rich background that spans from investment banking to private equity, Caleb shares his journey through the industry, highlighting his entrepreneurial roots and his role in shaping ATL Part…

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Private Equity Spotlight: James Sidwa on Nurturing Growth in Family Businesses 35:32

1y ago35:32

35:32

In this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, sits down with James Sidwa, Managing Partner at Heartwood Partners. James shares his journey from the roots of entrepreneurship within his family to his pivotal role in private equity. With a rich background that spans across continents and sectors, James brings a…

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Private Equity Spotlight: Susan Soh on Building with Data and Innovation 44:43

1y ago44:43

44:43

In this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, engages in a dynamic conversation with Susan Soh, Chief of Capital Formation and Investor Relations at GrowthCurve Capital. Susan shares her unique journey from law to the forefront of private equity, highlighting her transition through various sectors of finance …

1
Private Equity Spotlight: The Evolution of Business Development with Jay Jester 57:04

1y ago57:04

57:04

In this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, engages Jay Jester, Partner at Plexus Capital, in a revealing conversation. Jay recounts his path from early family business experiences to establishing the business development role within private equity, highlighting the significance of adaptability, strategic r…

1
The Future of AI: Simplifying Complexities with Conor Grennan 43:25

1y ago43:25

43:25

In this engaging episode of the Karma School of Business, host Sean Mooney welcomes Conor Grennan, a New York Times bestselling author, Chief AI Architect at NYU Stern School of Business, and CEO and Founder of AI Mindset. Conor shares his journey into the realm of AI, offering insights that make the subject approachable and relatable to everyone. …