Advertise on podcast: BDO Private Equity PErspectives Podcast

In BDO's first Private Equity PErspectives podcast episode of 2026, Host Todd Kinney is joined by Nicolas Vega Llona, Principal at Lincolnshire, and Monty Yort, Managing Partner at GenNx360, to discuss: Deal flow expectations and how declining rates and dry powder are influencing valuations in 2026Creative deal structures that balance immediate DPI generation with long-term value creation opportunitiesStrategic investment themes including digital infrastructure, value-based healthcare, and onshoring trendsIf you enjoy the episode, check out BDO’s 2026 Private Equity Industry Predictions to see what else is on our radar for 2026.

In BDO's final Private Equity PErspectives podcast episode of 2025, Host Todd Kinney is joined by Nicolas Vega Llona, Principal at Lincolnshire, and Monty Yort, Managing Partner at GenNx360, to discuss: The biggest shifts in private equity throughout 2025 and how firms adaptedPortfolio company performance relative to expectations amid macro challengesHow proactive sourcing strategies helped firms find quality deals in a difficult marketBe on the lookout for part two in January, where Nico and Monty will explore exit strategies, creative deal structures, and where leading investors are placing their bets in 2026.

In part two of BDO's latest Private Equity PErspectives podcast episode, Host Todd Kinney is joined by Shane Tiemann, Partner at Gamut Capital, and Jon Schwartz, Partner at MRE Capital to discuss: How they’re establishing market differentiation amid increased competitionAdapting exit strategies as hold periods extend and continuation vehicles gain tractionMaintaining investment discipline and focus amid ongoing market uncertainty

In BDO's latest Private Equity PErspectives podcast episode, Host Todd Kinney is joined by Shane Tiemann, Partner at Gamut Capital, and Jon Schwartz, Partner at MRE Capital to discuss: The impacts of interest rate cuts on dealmaking strategies and investment outlooksHow both PE firms and family offices are prioritizing long-term value creationPractical strategies for helping portcos protect and improve margins amid macroeconomic pressures

On BDO's latest Private Equity PErspectives podcast episode, Host Todd Kinney is once again joined by Jason Frank, President and Chief Compliance Officer at BDO Capital Advisors, and Jamie Austin, Global Private Equity Leader and Partner at BDO UK. Together, they explore the findings from BDO’s 2025 PE Survey, including: Who PE firms currently view as the top competition for dealmakingEffective value creation strategies amid ongoing extended holding periodsThe top factors PE predict could accelerate M&A activity in 2025Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, P.C., a Virginia professional corporation. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.

On BDO's latest Private Equity Perspectives podcast episode, host Todd Kinney is joined by Jason Frank, President and Chief Compliance Officer at BDO Capital Advisors, and Jamie Austin, Global Private Equity Leader and Partner at BDO UK. Together, they unpacked the findings in BDO’s new 2025 Private Equity Survey, including: How post-Liberation Day market volatility has influenced dealmaking and the top factors impacting transactions.Why platform acquisitions have emerged as the leading capital deployment strategy as firms navigate uncertain times.What makes first-time investments particularly attractive in today's climate, especially for founder- and family-owned businesses.Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, P.C., a Virginia professional corporation. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC. Turnaround and restructuring services as well as operational value creation services within the United States are offered through BDO Consulting Group, LLC, a separate legal entity and affiliated company of BDO USA, P.C., a Virginia professional corporation. Certain turnaround and restructuring services may not be available to attest clients of BDO USA under the rules and regulations of public accounting.

On BDO's latest Private Equity PErspectives podcast episode, host Todd Kinney is joined for a second time by Abhik Das, partner at Three Hills, and Blair Greenberg, partner at Bregal Sagemount. Together, they discussed: How AI is transforming portfolio company operations, from boosting gross margins to enhancing deal origination and due diligence processes.How firms are becoming more hands-on with portfolio companies to generate alpha and create value in today's challenging market environment.Why adaptability and scenario planning will be crucial for portfolio companies in 2025.

On BDO's latest Private Equity PErspectives podcast episode, host Todd Kinney is joined by Abhik Das, partner at Three Hills Capital Partners, and Blair Greenberg, partner at Bregal Sagemount. Together, they discussed: How modern PE firms are building specialized operational teams that transform portfolio companies beyond simply providing capital.Strategies for structuring investments that allow founders to maintain control while accelerating growth in an unpredictable market.What qualities make businesses attractive investment targets in today's middle market landscape.

In our milestone 50th episode of the Private Equity PErspectives podcast, host Todd Kinney is joined by Lloyd Metz, Managing Director at ICV Partners, and Monika Mantilla, President and CEO at Altura Capital. Together, they discussed: Building competitive advantages through disciplined investing and operational capabilities.The role of trust and shared values in creating successful partnerships, from portfolio companies to institutional investors.How technology enables operational excellence and drives value creation in today's market.

On BDO’s latest Private Equity PErspectives podcast episode, host Todd Kinney is joined by Chris Grambling, partner at Southfield Capital, and Kevin Condon, partner at Hidden River Strategic Capital. Together, they discussed: How to identify and capitalize on unique investment opportunities in a rapidly changing market.Approaches for strengthening portfolio companies to navigate uncertainty and position them for long-term success.How strategic add-on acquisitions can help drive growth and enhance value within existing portfolio companies.

On BDO’s latest Private Equity PErspectives podcast episode, host and BDO’s PE National Relationship Director Todd Kinney was joined by Drew Meyers, partner at Seaport Capital, and Benjamin Krause, partner, North American infrastructure, at 3i Group. Together, they discussed: The strategies they employ to support portfolio companies post-investment and drive growthTheir approach to navigating shifting market conditions and positioning companies for successful exitsHow operational excellence and strong capital allocation enhance value in today’s competitive private equity environment

On BDO’s latest Private Equity PErspectives podcast episode, Jordan Margolin, head of business development at VSS Capital, and Matt Cole, managing director at SBJ Capital, joined host Todd Kinney to discuss: The key role relationships play in their deal sourcing strategiesProviding post-investment support for their portfolio companies Which paths to exit they expect to dominate the M&A landscape in the coming months

On BDO’s latest Private Equity PErspectives podcast episode, Glenn Harrison, managing partner at private credit fund LO3 Capital and Ken Heuer, principal at Kidd & Company, a family office, joined host Todd Kinney to discuss: The opportunities and challenges posed by longer holding periodsHow their respective firms have been impacted by the shift toward private creditWhat the market has in store for the remainder of the year

On BDO's latest Private Equity PErspectives podcast episode, Corinne Spears, principal at Achieve Partners, and Rohanjit Chaudhry, executive director at Morgan Stanley Capital Partners, joined host Todd Kinney to discuss: How they are managing the high cost of capitalThe current deal landscape and what they expect to see the rest of the year Their approach to the talent challenges that emerging technology has introduced

On BDO’s latest Private Equity PErspectives podcast episode , Brett Hickey, founder and CEO of Star Mountain Capital, and Engin Okaya, executive managing director at Prudential Private Capital, joined host Todd Kinney to discuss: AI and other emerging technologies: How PE firms and their portcos can strategically leverage new and impactful tools to gain a competitive edge.The increasing focus on portco talent: Why strategic recruitment and retention efforts remain a top priority for PE firms and their portco leaders.PE’s evolving approach to value creation: How PE firms are creatively optimizing their portcos while navigating challenging headwinds.