Advertise on podcast: Deal by Deal: A Private Equity Podcast

The biggest AI opportunities may be hiding where ChatGPT and Claude reach their limits. Parag Vaish, cofounder of NextNow, joins host Greg Hawver to explain how private equity firms can move beyond off-the-shelf AI and build custom capabilities that create a real competitive edge. Drawing on a career spanning Tesla, Google, and Evolv Technology, Parag shares how NextNow approaches AI through first-principles problem-solving and a focus on measurable business outcomes. One example: a playground equipment portfolio company multiplied its leads more than tenfold from an unlikely data source. He also makes the case for why opportunity creation should come before job replacement. Tune in for a practical playbook on turning AI into real EBITDA gains. Connect and Learn More☑️ Parag Vaish | LinkedIn ☑️ NextNow | LinkedIn | Instagram ☑️ Greg Hawver | LinkedIn ☑️ McGuireWoods | LinkedIn | Facebook | Instagram | X ☑️ Subscribe Apple Podcasts | Spotify | Amazon Music This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.

What happens when a consulting firm decides to start leading M&A transactions and, separately, writing checks into the very deals it consults on? Clint Simkins of DPO&Co joins host Greg Hawver to answer that question, tracing the firm's evolution from a strategy consulting shop into a fully integrated platform spanning consulting, QoE and transaction advisory services, principal investing, and a $100 million fund raise. Clint explains how scrutinizing value creation plans — including spotting internal contradictions that other LPs never get to — is the first place DPO looks when evaluating a deal. He also details how DPO's commercial HVAC roll-up has completed 20 transactions in just 22 months. Tune in for a rare look inside a firm that has built a compounding edge across every stage of the independent sponsor ecosystem. Connect and Learn More☑️ Clint Simkins | LinkedIn ☑️ DPO&CO | LinkedIn ☑️ McGuireWoods | LinkedIn | Facebook | Instagram | X ☑️ Subscribe Apple Podcasts | Spotify | Amazon Music This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.

The deal closes, the M&A lawyers step away, and the real work begins. That’s when recently acquired companies turn to e2E to professionalize their finance and HR functions. In this conversation with host Greg Hawver, e2E founder and CEO Nancy McCullough pulls back the curtain on the first 100 days after acquisition. From “opportunities” that e2E often finds when it walks in the door to recommended tools that drive efficiency, Nancy reflects on 13 years at the helm. With e2E itself acquired just one year ago, she also provides the perspective of an entrepreneur’s “journey to enterprise.” “It was fun going through due diligence, having done that many times for other companies,” she says. Connect and Learn More☑️ Nancy McCullough | LinkedIn ☑️ e2E | LinkedIn ☑️ McGuireWoods | LinkedIn | Facebook | Instagram |  X ☑️ Subscribe Apple Podcasts | Spotify | Amazon Music This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.

When’s the best time to engage a debt advisor? “Earlier is better,” says Parm Atwal, managing director at Configure Partners, a credit-oriented investment bank. In this conversation with host Greg Hawver, Parm breaks down the life cycle of debt financing based on a hypothetical independent sponsor or private equity fund under LOI with a manufacturing company. Tune in as he shares how Configure strategizes with its clients and what his “crystal ball” reveals about the market landscape.  Connect and Learn More☑️ Parm Atwal | LinkedIn ☑️ Configure Partners | LinkedIn ☑️ McGuireWoods | LinkedIn | Facebook | Instagram |  X ☑️ Subscribe Apple Podcasts | Spotify | Amazon Music This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.

The scenario is this: an independent sponsor is acquiring a manufacturing company for $50 million. Andrew Skowronski, an executive compensation partner at McGuireWoods, outlines the lifecycle of this hypothetical transaction with host Greg Hawver. Guided by assumptions such as a meaningful rollover and a CEO that the buyer likes, Andrew covers practical negotiation strategies, structural considerations between C-corps and LLCs, and emerging trends in severance arrangements that scale with tenure.  Connect and Learn More☑️ Andrew Skowronski | LinkedIn ☑️ McGuireWoods | LinkedIn | Facebook | Instagram |  X ☑️ Subscribe Apple Podcasts | Spotify | Amazon Music This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.

If compound interest is the Eighth Wonder of the World (according to Warren Buffet), then multiple re-rating is the Ninth, according to the folks at Altaline Capital Management. Rafael Telahun, managing director of the private equity firm’s technology sector, breaks down how Altaline helps service companies transform themselves into technology-enabled assets, capturing multiple re-rating along the way. In this conversation with hosts Trey Andrews and Jason Griffith, Rafael describes the right targets for transformation: vertical-focused businesses that can transition from transactional to subscription models. Tune in for his insights about how he guides clients, from changing the way they do business to recognizing the implementation costs of transformation. Connect and Learn More☑️ Rafael Telahun | LinkedIn ☑️ Altaline Capital Management | | LinkedIn | X | Instagram ☑️ Jason Griffith | LinkedIn ☑️ Trey Andrews | LinkedIn ☑️ McGuireWoods | LinkedIn | Facebook | Instagram |  X ☑️ Subscribe Apple Podcasts | Spotify | Amazon Music This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.

Eight years after Ariez Dustoor and his partner launched the investment firm NB Group, Ariez has observed a growing sophistication among independent sponsors. With host Greg Hawver, Ariez discusses why the independent sponsor model offers superior flexibility and opportunity in the ever-changing M&A landscape, including some observations on future use cases for AI applications for market research. Connect and Learn More☑️ Ariez Dustoor | LinkedIn ☑️ NB Group | LinkedIn ☑️ McGuireWoods | LinkedIn | Facebook | Instagram |  X ☑️ Subscribe Apple Podcasts | Spotify | Amazon Music This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.

"When you're doing a sale leaseback transaction, you're not really selling the bricks and the sticks. You're selling a cashflow stream that's backed by a good company," explains Luke Timmis of Signature Associates in this discussion with host Greg Hawver and his McGuireWoods’ colleague Phil Coover. Luke shares how sale leasebacks typically generate a 25-50% premium above appraised property value—unlocking significant capital for private equity firms. The panelists explore lease structures, term lengths, and creative solutions like substitution clauses that allow businesses to relocate while maintaining investor relationships. Connect and Learn More☑️ Luke Timmis | LinkedIn ☑️ Signature Associates | LinkedIn | Facebook | Instagram | X | YouTube | TikTok ☑️ Phil Coover | LinkedIn ☑️ McGuireWoods | LinkedIn | Facebook | Instagram | X ☑️ Subscribe Apple Podcasts | Spotify | Amazon Music This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.

“In terms of the big three numbers – employment, inflation, and GDP growth – our baseline forecast is optimistic,” says Matt Wolf of RSM in this economic outlook discussion with host Greg Hawver. Matt points to a 4.2% unemployment rate, two-and-a-half point inflation, and 2.5% GDP growth. But he also observes that the uncertainty of tariffs is creating “paralysis” among operators and some investors. “There's just too many variables right now to try to game out any sort of meaningful investment,” he suggests. Connect and Learn More☑️ Matt Wolf | LinkedIn ☑️ RSM | LinkedIn | Facebook | Instagram |  X |  YouTube ☑️ McGuireWoods | LinkedIn | Facebook | Instagram |  X ☑️ Subscribe Apple Podcasts | Spotify | Amazon Music This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.

Host Greg Hawver interviews Chris Larson of Monroe Capital and Jeff Magny of Lincoln Road Global Management about their buy-and-build strategy in the commercial landscaping industry. Chris and Jeff describe how they work together to finance and execute these acquisitions, the key attributes they look for in a successful buy-and-build strategy, and their outlook for the independent sponsor market in the coming years. Connect and Learn More☑️ Chris Larson | LinkedIn ☑️ Monroe Capital | LinkedIn | X ☑️ Jeff Magny | LinkedIn ☑️ Lincoln Road Global Management | LinkedIn ☑️ McGuireWoods | LinkedIn | Facebook | Instagram | X ☑️ Subscribe Apple Podcasts | Spotify | Amazon Music This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.

Grant Kornman, a partner at Align Collaborate, joins hosts Jeff Brooker and Jason Griffith for a primer on tiered carry structures and catch-ups in the private equity market. Grant shares insights about negotiating economics and governance terms, emphasizing the importance of aligning incentives and being a good steward of capital. He highlights the significance of valuations in determining hurdles and sharing percentages, as well as the need for sponsors to collaborate with investors for successful partnerships. Connect and Learn More☑️ Grant Kornman | LinkedIn ☑️ Align Collaborate | LinkedIn ☑️ McGuireWoods | LinkedIn | Facebook | Instagram |  X ☑️ Subscribe Apple Podcasts | Spotify | Amazon Music This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.

Host Greg Hawver welcomes his McGuireWoods colleague Mark Freedlander, head of the firm’s Restructuring & Insolvency Practice Group, and Robert Orr, principal at Sandton Capital Partners, to discuss their recent restructuring of a distressed healthcare business. The team took out the existing senior secured lender and allowed an out-of-court restructuring of the business and its capital structure. As Robert explains, they recognized that the company faced challenges – including unsustainable debt – but also that it had a “reason to exist.” “We just needed to solve the balance sheet problems,” he says. Connect and Learn More☑️ Robert Orr I LinkedIn ☑️ Sandton Capital Partners I LinkedIn ☑️ McGuireWoods | LinkedIn | Facebook | Instagram |  X ☑️ Subscribe Apple Podcasts | Spotify | Amazon Music This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.

Hosts Greg Hawver, Jeff Brooker, and Jason Griffith present the 2024 Independent Sponsor Deal Survey, a treasure trove of data compiled from more than 300 transactions by independent sponsors and capital partners. “One of the things that’s really changing in independent sponsor transactions is that the professionalism, the backgrounds of the folks, and the credentials just become better and better every year,” Jeff observes. “And that is resulting in more transaction volume, more sophisticated transactions, and, frankly, larger transactions as well.” Connect and Learn More☑️ Jeff Brooker | LinkedIn ☑️ Greg Hawver | LinkedIn ☑️ Jason Griffith | LinkedIn ☑️ McGuireWoods | LinkedIn | Facebook | Instagram |  X ☑️ Subscribe Apple Podcasts | Spotify | Amazon Music This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.

Recording live from the Independent Sponsor Conference in Dallas, host Jason Griffith invites Oliver Patten and Parker Shields of Sherburne Partners to discuss their experience buying a packaging company. Oliver and Parker cover a range of topics, from stepping in as independent sponsors to building relationships to asking the management team “stupid” – but also thought-provoking - questions that they may not have considered for years. Connect and Learn More☑️ Oliver Patten | LinkedIn ☑️ Parker Shields | LinkedIn ☑️ Sherburne Partners | LinkedIn ☑️ McGuireWoods | LinkedIn | Facebook | Instagram |  X ☑️ Subscribe Apple Podcasts | Spotify | Amazon Music This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.

Mike Palm of Charter Capital Partners discusses governance and seller rollover in independent sponsor deals with hosts Greg Hawver and Jason Griffith. Their conversation covers the importance of building trust and relationships with sponsors, aligning interests through rollover equity, and navigating board dynamics. Mike emphasizes the need for founder alignment, proactive communication, and trust in dealing with challenges such as performance issues and governance structures. He also suggests that early engagement with capital providers, transparency in decision-making, and fostering a collaborative approach can achieve successful outcomes in private equity transactions. Connect and Learn More☑️ Mike Palm | LinkedIn | Email ☑️ Charter Capital Partners | LinkedIn ☑️ McGuireWoods | LinkedIn | Facebook | Instagram |  X ☑️ Subscribe Apple Podcasts | Spotify | Amazon Music This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.