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Private Equity Value Creation Podcast Private Equity Value Creation Podcast Gordon Cheng Tokens of Wisdom Tokens of Wisdom Dave Rothschild What’s Possible w. Ilene Schaffer What’s Possible w. Ilene Schaffer Silicon Valley Change Sustainable Foundations | A Christian Women's Podcast for Sustainable Business Growth and God-Aligned Success Sustainable Foundations | A Christian Women's Podcast for Sustainable Business Growth and God-Aligned Success Ashleigh Foy | Sustainable Business Growth Strategist Stop The Scroll with Brianna Doe Stop The Scroll with Brianna Doe Brianna Doe Crypto Collective Crypto Collective Matthew Fraser The Arch City Report The Arch City Report St. Louis Business Journal The Adonis Effect The Adonis Effect Chloe Buntin & Derek Buntin Ruthless Truth Ruthless Truth Truth Davis Just Now Possible Just Now Possible Teresa Torres Capital, la Bolsa y la Vida Capital, la Bolsa y la Vida Capital Radio Autoblog News Autoblog News EU-Startups Podcast EU-Startups Podcast Thomas Ohr Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Christian Drastil Comm. (Agentur für Investor Relations und Podcasts) First Principles First Principles Adrian Wells iGaming Daily iGaming Daily SBC Media Børsmorgen & Økonominyhetene Børsmorgen & Økonominyhetene Finansavisen 大竹紳士交遊録 - 大竹まことゴールデンラジオ! 大竹紳士交遊録 - 大竹まことゴールデンラジオ! 文化放送PodcastQR CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax Altus Group Morning Drive Morning Drive Mira Business FM Building Your Sales Engine Building Your Sales Engine Mark McGraw Tony Robbins Podcast Daily Tony Robbins Podcast Daily Tony Bloomberg News Now Bloomberg News Now Samejo Les experts Les experts BFM Business unSeminary Podcast unSeminary Podcast Rich Birch Ashutosh Meena Am2 Ashutosh Meena Am2 Ashutosh Meena Business News Today | 2 Min News | The Daily News Now! Business News Today | 2 Min News | The Daily News Now! The Daily News Now! Firewall with Bradley Tusk Firewall with Bradley Tusk Firewall Down Payment: The Podcast for Used Car Dealers Down Payment: The Podcast for Used Car Dealers META Financial Services, Inc. Infinite Loops Infinite Loops Jim O'Shaughnessy Profit with Law: Profitable Law Firm Growth Profit with Law: Profitable Law Firm Growth Moshe Amsel The Side Hustle Show The Side Hustle Show Nick Loper of Side Hustle Nation | YAP Media Public Speaking, Confidence, Storytelling, Selling, Personal Brand, Career Advancement: Be In Demand Public Speaking, Confidence, Storytelling, Selling, Personal Brand, Career Advancement: Be In Demand Laurie-Ann Murabito, Corporate Speaking Coach & Visibility Strategist The Law Firm Marketing Minute The Law Firm Marketing Minute Spotlight Marketing + Branding The Pursuit of Manliness The Pursuit of Manliness The Pursuit of Manliness The Faithful Real Estate Agent | Sell By Referral, Work Life Balance, Time Management, Productivity, Real Estate Systems, Realtor Dad, Lead Generation, Christian Realtor, Realtor of Faith The Faithful Real Estate Agent | Sell By Referral, Work Life Balance, Time Management, Productivity, Real Estate Systems, Realtor Dad, Lead Generation, Christian Realtor, Realtor of Faith Garrett Maroon | Work Life Balance Expert, Time Management, Avoid Burnout, Sell More Homes and Make More Money, Real Estate Agent, Real Estate Dad, Christian Realtor Owned and Operated - A Plumbing, Electrical, and HVAC Business Growth Podcast Owned and Operated - A Plumbing, Electrical, and HVAC Business Growth Podcast John Wilson
Private Equity Value Creation Podcast

Business

Private Equity Value Creation Podcast

Gordon Cheng

Ep. 136: Jonty Yamisha, Axxonsoft | Investor-Operator Divide and the Three-Factory Value Creation Model

July 09, 2026 1:46am 47 min

On this episode, Jonty Yamisha, CEO of Axxonsoft, draws on a career that has spanned private equity underwriting, operating partner roles and the CEO seat to explain what gets lost when investors and operators don't spea...

Ep.135 : Tyler Newton, Catalyst | Growth Investing and Creating Value from Entry to Exit

June 24, 2026 11:00pm 41 min

On this episode, Tyler Newton, Managing Partner at Catalyst, makes the case for a disciplined approach to growth investing that sits between VC and buyout—and what operators and investors can learn from it.Learn how to u...

Ep. 134: Christian Chauvet, Lee Equity | Vertical Investing and Value Creation in Healthcare and Financial Services

June 17, 2026 11:00pm 36 min

On this episode, Christian Chauvet, Partner at Lee Equity, shares how vertical focus creates a structural advantage in healthcare and financial services investing—and what it takes to build and scale founder-led business...

Ep. 133: Michelle Noon, Clearhaven Partners | Partnership-Driven Software Investing in the AI Era

June 15, 2026 11:00pm 42 min

On this episode, Michelle Noon, Managing Partner and Founder of Clearhaven Partners, joins Shiv Narayanan to break down how investors and operators build enterprise value in software companies through true partnership, c...

Ep. 132: Eugene Polevoy, Blue C Capital | The Independent Sponsor Model and Alignment-First Deals

June 03, 2026 11:00pm 39 min

On this episode, Eugene Polevoy, Founder and Managing Partner at Blue C Capital, joins the show to unpack the independent sponsor model—how the firm closes nine-figure deals without raising a committed fund and structure...

Ep. 131: Matt Amico, Turn/River Capital | Growth Engineering and the FVCP Framework

May 29, 2026 9:00am 39 min

On this episode, Matt Amico, Partner and Co-head of the Investment Team at Turn/River Capital, walks through the growth engineering playbook his firm uses to drive returns across its software portfolio. Learn why softwar...

Ep. 130: Bobby Ocampo, Blueprint Equity | The Missing Middle and Hands-On Value Creation

May 20, 2026 11:00pm 41 min

On this episode, Bobby Ocampo, Co-Founder and Managing Partner at Blueprint Equity, discusses how to identify whether a bootstrapped business has what it takes to scale, and what it takes to build the go-to-market infras...

Ep. 129: Arjan Hannink, Keensight Capital | Building an Embedded Value Creation Team at Scale

May 19, 2026 4:12am 34 min

On this episode, Arjan Hannink, Partner at Keensight Capital, explains how their growth buyout firm structures hands-on value creation support across a portfolio of B2B software and IT services companies. Learn why Keens...

Ep. 128: Amy Kramer, Level Equity | Go-To-Market Benchmarks, Outbound Efficiency and AI Visibility

May 13, 2026 11:35pm 40 min

On this episode, Amy Kramer, Head of the Go-To-Market Operating Group at Level Equity, shares findings from their 2026 Go-To-Market Insights Report—a benchmark study covering sales efficiency, marketing spend, headcount,...

Ep. 127: Jim Ferry of Volition Capital | Moats, Defensibility and Investing in the Age of AI

May 08, 2026 4:17am 37 min

On this episode, Jim Ferry, Partner at Volition Capital, shares how AI is reshaping the growth-stage investment landscape and what it means for the companies they back.Jim covers why employee count is no longer a reliabl...

Ep.126: Joe Mancini, Front Porch Venture Partners | The Hybrid Fund Model and Building Software Moats

April 30, 2026 11:00pm 36 min

On this episode, Joe Mancini, Co-Founder and Partner at Front Porch Venture Partners, explains how a hybrid fund-of-funds model works in practice—deploying capital both into early-stage venture funds as an LP and directl...

Ep. 125: Arvindh Kumar, EQT | Pairing Defensive Assets with AI-Forward Leadership to Drive Returns

April 22, 2026 11:00pm 40 min

On this episode, Arvindh Kumar, Partner and Co-Head of EQT's Global Technology Sector Team, explains how private equity firms can turn AI laggard companies into AI winners — and why getting that transformation right star...

Ep.124: Shiv Narayanan of How To SaaS | The 7-Step AI Marketing Blueprint

April 20, 2026 7:35pm 51 min

On this episode adapted from a recent webinar, Shiv Narayanan, CEO and Founder of How To SaaS and bestselling author of AI Marketing Blueprint, explains how companies can adapt their go-to-market and thrive in an AI-firs...

Ep. 123: Bob Morse, Strattam Capital | Embedding AI into Vertical Software to Drive Portfolio Growth

April 09, 2026 11:00pm 41 min

On this episode, Bob Morse, Co-Founder and Managing Partner at Strattam Capital, shares how founder-led vertical software companies can embed AI meaningfully into their products and avoid being left behind as the market ...

Ep. 122: Luke Sarsfield, Ridgepost Capital | Building a Data Advantage in the Middle Market

April 01, 2026 11:00pm 37 min

Luke Sarsfield, CEO and Chairman at Ridgepost Capital, shares how a fund of funds platform can generate differentiated alpha by staying disciplined about market focus and building proprietary data advantages over time.Lu...

Ep. 121: Ray Carey, Level Equity | Prioritizing Resources to Drive Portfolio Returns

March 25, 2026 11:00pm 39 min

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 prior...

Ep. 120: Cory Eaves, BayPine | Transforming Businesses from Analog to Digital for Repeatable Value

March 18, 2026 11:00pm 37 min

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 dil...

Ep. 119: Bob Brown, Motive Partners | Investing, Operating and Innovating Model

March 11, 2026 11:00pm 52 min

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 cl...

Ep. 118: Ellen Havdala, EGI | Alignment, Apprenticeship and Enduring Partnerships

March 04, 2026 11:00pm 54 min

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 ...

Ep. 117: Scott Neuberger, Karmel Capital | Data-Driven Secondaries in Software and AI

March 02, 2026 11:00pm 32 min

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 a...

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