Private Equity Value Creation Podcast

Get behind-the-scenes access to the minds shaping the world of Private Equity, hear captivating stories about transactions and investments, and learn about the innovative approaches leading investors, operators, advisors and bankers employ to drive sustainable growth and create enterprise value. https://www.howtosaas.com/pevaluecreation

Private Equity Value Creation Podcast is a business podcast hosted by Gordon Cheng, with 145 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Gordon Cheng hosts Private Equity Value Creation Podcast, a business show with 145 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #49

  Ep. 144: Alex Abell. RCP Advisors | Evaluating Lower Middle Market Managers and Operational Value Creation

  Sep 2, 202651 minS4

  On this episode, Alex Abell, Managing Partner at RCP Advisors, explains how fund of funds investors evaluate lower middle market managers—and why fund-level benchmarking alone fails to surface which GPs are genuinely creating value. Hear how deal-level data can validate or challenge the narrative a manager pitches, why a strong return in a single deal means little without peer context and how operational metrics like entry margins and revenue CAGRs reveal whether a manager is actually improving the companies it owns. Then learn how to evaluate the operational side of a GP—from the structures firms use to deploy functional expertise across portfolio companies, to the qualitative signals that can override a strong track record.

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  Episode #48

  Ep.143: Bob Root, Southfield Capital | Scaling Services Businesses and Building Data Moats

  Aug 27, 202634 minS4

  On this episode, Bob Root, Transformation Partner at Southfield Capital, discusses how to find and accelerate growth in services businesses that have been underserved by technology. Learn how deal teams evaluate growth options before close, choosing between regional expansion and adjacent-service extensions based on what a management team can realistically execute, and why trust with the existing workforce determines whether a transformation thesis lands.Hear how AI can expand a company's proprietary data advantage rather than just automating tasks—illustrated through a real portfolio company example. Learn why this data moat concept gets scoped into diligence before a deal closes, and how a services business can use it to differentiate on cost, speed or service beyond its original market.The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

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  Episode #47

  Ep. 142: Sequoya Borgman, Borgman Capital | Buying Family Businesses and Preserving Culture

  Aug 20, 202633 minS4

  On this episode, Sequoya Borgman, Founder and CEO of Borgman Capital, discusses buying and holding family and founder-led businesses in manufacturing, industrials and other legacy industries. Learn why leverage—not growth—often drives returns in these deals, and why hold periods can stretch decades rather than the typical PE fund cycle.Hear how culture gets set early in a business, why professionalizing finance, systems and leadership takes years rather than the first 90 days and where AI is starting to play a role in capturing institutional knowledge that has only ever lived in an owner's head. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

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  Episode #46

  Ep. 141: Mike Magliochetti, Riverside Partners | Deep Operating Partnership in Healthcare

  Aug 13, 202635 minS4

  On this episode, Mike Magliochetti, Operating Partner at Riverside Partners, shares what it means to be a deeply engaged operating partner—and why he believes the role has to go far beyond an advisory or check-in function to add real value to portfolio companies.Learn what separates high-impact operating partners from the rest, what it takes to build trust and transparency with founding teams, and why a focused sector network is a critical advantage in healthcare private equity. Mike also shares key lessons from his book, Dancing Between the Toes of Elephants, written to demystify the language and dynamics of private equity for operators on both sides of the table.

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  Episode #45

  Ep. 140: Jackie Joelson, Oracle NetSuite | Data and Technology as Growth Levers in Private Equity

  Aug 6, 202640 minS4

  On this episode, Jackie Joelson, Head of Private Equity and Venture Capital at Oracle NetSuite, joins Shiv to break down how a dedicated PE technology practice took shape, and why ERP has become one of the established levers sponsors pull inside their portfolio companies.Learn how buy-and-build roll-ups, sponsor-backed carve-outs and decades-old legacy systems each demand a different approach to ROI and change management to unlock the full enterprise value potential. Plus, hear why clean, consolidated data has to be a priority, and the challenges of benchmarking AI readiness across portfolios.

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