Private equity is evolving rapidly, and staying ahead requires innovation in both diligence and value creation. In this episode, Sean Mooney, Lloyd Metz, and Doug McCormick explore the latest tools, trends, and strategies that are reshaping the private equity landscape in 2025.

The conversation dives into cutting-edge approaches to due diligence, including advancements in data analysis, tech diligence, and digital market studies. They also discuss how private equity firms are reimagining value creation, from leveraging AI to optimize operations, to using data visualization and digital tools to drive portfolio success.

Packed with actionable insights and real-world examples, this episode offers private equity professionals a roadmap to thrive in an increasingly competitive and fast-changing environment.

Episode Highlights:

3:13 - How value creation is taking center stage in private equity, with 75% of activity focused on post-acquisition growth strategies.

5:13 - Evolving due diligence: The rise of tech diligence, digital due diligence, and the expanding scope of commercial diligence.

12:54 - Opportunities in AI: How firms use data organization and visualization to unlock new growth potential.

20:24 - Cutting-edge commercial market diligence: Moving beyond market size to find growth strategies that create alpha.

33:37 - Embracing change: Practical steps to adopt game-changing AI tools, from ChatGPT to automated FP&A systems.

39:30 - The future of the CFO’s office: New tools and approaches to optimize productivity and decision-making with AI and automation.

For more information on the podcast, visit bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.

Visit us on LinkedIn at https://www.linkedin.com/company/best-but-never-final-podcast/
Visit us on Instagram at https://www.instagram.com/bestbutneverfinal/

For information on HCI Equity Partners, go to https://www.hciequity.com
For information on ICV Partners, go to https://www.icvpartners.com
For information on BluWave, go to https://www.bluwave.net

Tariffs are at the center of a rapidly changing global trade landscape, creating both challenges and opportunities for businesses. In this episode, Sean Mooney, Lloyd Metz, and Doug McCormick are joined by Michael Allen, co-founder of Beacon Global Strategies, to explore the state of U.S. trade policy, its impact on private equity, and how businesses can adapt.

Michael provides an inside look at the current administration's approach to tariffs, bilateral trade negotiations, and the implications for global supply chains and domestic industries. Together, the panel discusses what companies can do now to manage supply chain disruptions, adjust pricing strategies, and find opportunities amidst uncertainty.

This episode is packed with actionable insights for leaders navigating the intersection of trade, policy, and business strategy.

Episode Highlights:

01:05: Lloyd introduces Michael Allen and his background in Washington policy and intelligence.

03:35: The current state of trade policy: Tariffs, geopolitical strategy, and their influence on the global economy.

10:07: Bilateral negotiations with 90 countries: Leveraging trade discussions to isolate China and restructure agreements.

24:50: Portfolio company impacts: Rising costs, supply chain disruptions, and ripple effects on consumer demand.

39:30: Playing to win: Strategic steps for businesses, from diversifying supply chains to leveraging domestic opportunities.

For more information on Beacon Global Strategies, go to: https://bgsdc.com/

For more information on the podcast, visit bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.

Visit us on LinkedIn at https://www.linkedin.com/company/best-but-never-final-podcast/
Visit us on Instagram at https://www.instagram.com/bestbutneverfinal/

For information on HCI Equity Partners, go to https://www.hciequity.com
For information on ICV Partners, go to https://www.icvpartners.com
For information on BluWave, go to https://www.bluwave.net

Merger integration is a critical component of private equity strategies, especially in buy-and-build models. In this episode, Sean Mooney, Lloyd Metz, and Doug McCormick break down what it takes to successfully integrate acquisitions, why careful planning is essential, and the risks that come with getting it wrong.

From cultural alignment and change management to IT systems and operational processes, the team provides actionable insights for portfolio companies and investors alike. Whether it’s a strategic roll-up or a single add-on, this episode covers the strategies needed to create value and avoid common pitfalls in mergers and acquisitions.

1:01: Sean kicks off the discussion with the fundamentals of merger integration and its importance for private equity firms.

4:05: Lloyd outlines the key elements of integration planning, including reporting structures, branding, IT systems, and organizational design.

7:09: What happens when integration fails? The team discusses the risks of poor execution and how they can destroy value.

9:14: Doug shares three common integration scenarios: geographic expansion, product synergies, and improving cost positions.

20:48: Why cultural alignment matters: Lloyd and Doug dive into how to blend team dynamics and organizational values effectively.

48:02: Solving IT challenges: Doug discusses why unified processes are the backbone of successful ERP systems.

For more information on the podcast, visit bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.

Visit us on LinkedIn at https://www.linkedin.com/company/best-but-never-final-podcast/
Visit us on Instagram at https://www.instagram.com/bestbutneverfinal/

For information on HCI Equity Partners, go to https://www.hciequity.com
For information on ICV Partners, go to https://www.icvpartners.com
For information on BluWave, go to https://www.bluwave.net