Ray Carey, Head of NextLevel Operations at Level Equity, explains how private equity firms can take a more systematic approach to driving value across their portfolio with operational support. Hear how Level Equity prioritizes their time and resources, why they connect activities to valuation with metrics, and how firms can identify where operational intervention will have the greatest impact.

Tune in to learn how to build an effective operating team and how to create feedback loops in an environment where results take years to materialize. The conversation offers a practical view into how firms can cheer, coach or play for their portfolio company teams, and the factors that go into choosing the right approach.

On this episode, Cory Eaves, Partner and Head of Portfolio Operations at BayPine, discusses how private equity firms can turn a need for technology transformation into a repeatable value creation lever, rather than a diligence risk. Drawing on his experience as a multi-time CTO and operating partner, Cory explains how portfolio operations teams can work with management to better identify and prioritize technology opportunities across the investment lifecycle.

Learn how to evaluate “analog to digital” transformation potential in traditional industries, how horizontal capabilities like AI can drive operational improvements, and why focusing on a small number of sectors helps investors apply technology playbooks more consistently across portfolio companies.

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

On this episode, Bob Brown, Founding Partner and Head of Capital Formation and Investor Relations at Motive Partners, shares lessons from three decades inside private equity, including how operational discipline and a clear understanding of what creates value for LPs are critical to driving outcomes. Learn how an “investing, operating and innovating” model embeds operators and technology experts alongside investors to tackle two of the biggest causes of deal underperformance: management execution and failed technology transformations.

Plus, hear how PE firms can unlock more value from the assets they already own—using technology, data and product improvements to drive growth from existing customers, modernize legacy businesses and accelerate outcomes within the typical three-to-five-year hold period.

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

On this episode, Ellen Havdala, Managing Director at Equity Group Investments, explains how a flexible capital base and an operator-led mindset shape a different approach to private equity. Hear how to evaluate barriers to entry, structure liquidity to withstand black swan events and assess true alignment with founders before a deal ever closes.

Tune in to learn how patient capital changes decision-making—from holding periods to exit timing—and why culture, apprenticeship and incentive design drive repeat outcomes. The episode offers a practical lens on managing risk, growing alongside management teams and creating the kind of firm people want to partner with more than once.

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Scott Neuberger, Co-Founder and Managing Partner at Karmel Capital, shares how later-stage secondaries can provide access to high-quality technology companies. Learn how to assess capital efficiency, management quality and growth durability using data and market signals, and get a repeatable lens for evaluating technology businesses.

The conversation also sharpens how to think about AI investing over a realistic time horizon. Hear how to identify where value is likely to accrue over the next few years, why infrastructure matters in periods of rapid change and what concrete indicators suggest a credible path to liquidity in uncertain exit markets.

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Allen Mask, Partner at Westcap and Head of CōLab, shares how the firm leverages an "operating equity" model to go beyond capital to drive real value creation in marketplace businesses.Learn how to structure an operating team that founders want to work with and how pairing operators with investors during diligence surfaces risks that financials alone won't reveal.

Plus, hear how to approach the first 100 days, when to bring in outside partners, the economics of a large operating team work, and why reinvesting management fees back into the firm is central to WestCap’s model.The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Sean Dempsey, Co-Founder and Partner at Sheridan Capital Partners, shares how deep sector specialization in healthcare shapes sharper investment theses and more disciplined value creation in regulated markets—grounded in a practical understanding of the patient, provider, payer and product ecosystem.

Learn how to professionalize founder-led businesses, including structuring ops support, recruiting and assessing CEOs, and building internal benchmarks that drive disciplined growth over time.

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

On this episode, Bill Dupee, Partner, Transaction Advisory Services at Aprio, breaks down how buyers and sellers can use diligence to clarify the true economic engine of a business, identify risk early and build a narrative that stands up in a competitive process.

Learn how disciplined metrics, higher-quality information and a repeatable diligence process shape deal outcomes, from avoiding late-stage surprises to accelerating post-close value creation. Plus, hear where deals most often falter and how better preparation changes both speed and leverage in negotiations.

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.