Best Private Equity Advisory Podcasts (2024)

1
Chris Schultz, CEO, VooDoo Doughnut – The Sweet Spot: Balancing expansion and identity for sustainable business growth 30:03

4h ago30:03

30:03

On the surface, successful growth in business might seem to be about rapid expansion. But that's not the right strategy for every business. Growth has to align with the business's principles, be at the right pace, and it can't endanger the brand's image and identity along the way. Today's guest has reset his growth strategy to reinforce and preserv…

1
IC028 UK investors Insights Covering Alphabet, Nestle, Unilever, Tristel, Nichols, Nexteq, LBG Media, Ryanair, EasyJet & FRP Advisory Group. 28:58

3h ago28:58

28:58

In this episode of the Investors Champion Podcast, the hosts discuss a variety of topics affecting UK investors including significant movers in the UK share market, intriguing investment opportunities, and the impact of current events on the stock market. The conversation touches on the tech sector's recent sell-off, the investment strategies of qu…

1
Market Minutes Recap - Market Update (Perspectives on existing home sales, Q2 GDP, PCE inflation, the stock market, and next week’s FOMC meeting) 19:11

1h ago19:11

19:11

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into existing home sales, Q2 GDP, PCE inflation, the stock market, and next week’s FOMC meeting. Speakers: Brian Pietrangelo, Managing Director of Investment St…

1
79. Priya Guha MBE - Board opportunities: a comparison of listed, government, start-up, charity and advisory board roles 34:49

1h ago34:49

34:49

Priya Guha is a venture partner at Merian Ventures, NED at Herald Investment Trust, Digital Catapult, and Reach plc, and Chair of the Federation of Indian Chambers of Commerce and Industry in the UK amongst many others! Tune in to hear her thoughts on: Why have you built your portfolio career? (2:34) What were the biggest challenges of moving into …

1
Doug Sanders, Chairman & CEO, Heritage Grocers Group – Market Roots: Embracing diversity and unique consumer needs to expand authentically 25:29

8d ago25:29

25:29

For industry dominators, success rarely hinges on a 'one-size-fits-all' approach. Instead, they master their market by focusing on specific demographics and creating tailored strategies unique to needs and preferences. Today's guest has used this method to craft customized solutions in his unique market. Today, we're sitting down with Doug Sanders,…

1
IC027 Growth vs Value Businesses, Bonkers Bargains, Pensions, & Investment Ideas 34:34

1h ago34:34

34:34

In this episode of the Investors Champion podcast, hosts Chris and Lee discuss various factors influencing investment decisions, focusing on the UK market. Key topics include the pension bill aimed at consolidating lost pension pots, the recent performance of major retail companies like Burberry, Frasers, and speculative investments in small-cap co…

1
Market Minutes Recap - Market Update (Perspectives on monthly retail sales, industrial production, the Fed’s Beige Book report, unemployment data, the equities market, and the bond market) 21:47

7m ago21:47

21:47

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the monthly retail sales, industrial production, the Fed’s Beige Book report, unemployment data, the equities market, and the bond market. Speakers: Brian …

1
Private Equity Considerations For Selling Your CPA Practice with Intermediary Laurens Ball 24:41

13h ago24:41

24:41

Hear first-hand experiences on dealmaking from broker, Laurens Ball, on considerations for private equity buyers and finding the right fit. Whether selling your firm or looking to buy, finding the right cultural fit for your clients and team is key. When considering private equity deals it becomes paramount to consider the buyer’s background and in…

1
Rob Skinner, Founding Partner & Co-CEO, IEQ Capital – Trust Funded: Building team culture to cultivate client connection and loyalty 24:21

14d ago24:21

24:21

In the world of wealth management, working with clients is a deeply personal endeavor that requires more than just financial expertise. By looking inward first, and prioritizing a strong team culture and personal and professional development, companies can cultivate a strong trust and connection with clients. Today's guest has made this approach th…

1
78. Jim Strang, HgCapital Trust Chair - Investment Trust Boards: managers, risk, valuations & discounts 37:31

7d ago37:31

37:31

Jim Strang is Chair at HgCapital Trust, Adjunct Professor at London Business School, Senior Advisor at Bain & Company, Verdane and CVC Capital Partners, and NED at Pictet Alternative Advisors and BGF Group. Tune in to hear his thoughts on: How does the HgCapital Trust board add value? (2:18) Where do your interests/risk appetites potentially diverg…

1
IC026 Investor Insights: FCA rules affecting listed companies, Small Cap News & Investing Ideas 34:46

4h ago34:46

34:46

In this episode of the Investors Champion Podcast, Chris and Lee cover a range of topics impacting UK investors. Key highlights include a discussion on the UK economy's unexpected 0.4% growth in May, the Bank of England’s potential reluctance to cut interest rates, and significant new FCA rules affecting listed companies. Chris and Lee, provide ins…

1
Market Minutes Recap - Market Update (Perspectives on Employment Situation, unemployment claims, CPI inflation, potential Fed rate cuts, and second quarter earnings) 19:35

22h ago19:35

19:35

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Employment Situation, unemployment claims, CPI inflation, potential Fed rate cuts, and second quarter earnings. Speakers: Brian Pietrangelo, Managing D…

1
Seth Spergel, Managing Partner, Merlin Ventures – More Than Money: Standing out in Venture Capital by investing in relationships 31:00

3d ago31:00

31:00

Venture Capital is all about the cash — but in a crowded field, money is a commodity. To truly stand out, you have to go above and beyond for your portfolio companies. Today's guest has set themselves apart by providing exceptional support. We're sitting down with Seth Spergel, who is a managing partner of Merlin Ventures, where he's responsible fo…

1
77. Dr Geoff Smart, ghSMART Founder - How to hire board members and CEOs 45:30

21d ago45:30

45:30

Dr Smart is Chair and Founder of GH Smart, a global leadership advisory, which has published three bestselling books: Who? A Method for Hiring, The CEO Next Door, and PowerScore. Tune in to hear his answers to: Where do boards go wrong with hiring? (0:57) Why do boards continue to over-rely on gut feelings and referrals? (2:36) How can boards embra…

1
IC025 Investor Insights: Small Cap Gems & Common-Sense Investing Ideas 30:45

7d ago30:45

30:45

In this episode of the Investors Champion Podcast, Lee and Chris delve into topical issues affecting the UK investment market. They start with a comprehensive discussion on AI's burgeoning influence on stock markets and touch on how companies like Nvidia and Microsoft are pioneering this space. This is followed by an insightful look into small-cap …

1
Matthew Tucker, Head of Tock – Data-Driven Dining: Optimizing the guest experience by reshaping reservations (re-broadcast) 27:10

29d ago27:10

27:10

In the effort to recover from the impact of the pandemic, the hospitality industry has had a surge of innovation, ideas, and new technologies. And while the boost has been essential to getting the industry back on its feet, it has also intensified the competition. Today's guest is setting their company apart with a consumer-focused approach. We're …

1
76. Paul Pester - Hard & soft impact: economics, culture and detail in the boardroom 39:44

10d ago39:44

39:44

Paul Pester is Chair at Tandem Bank, NED at National Bank of Bahrain and former CEO of Virgin Money and TSB Banking Group. Tune in to hear Paul’s thoughts on: Where did the Virgin Money board add most value to you as CEO? (2:07) Can you talk about the rotating Chair concept? (3:44) Where could the board have added more value to you? (4:52) How did …

1
How To Capitalize on Marketing to Grow Your Accounting Firm with Matt Banker - Podcast 27:45

11d ago27:45

27:45

How can accountants leverage the power of marketing to grow their businesses? Brannon and Matt Banker of Marketing for Accounting Firms explore the key concepts to building a strong brand in the accounting space. If the prospect of expanding your marketing strategy has you stumped–this episode is for you!…

1
IC024 Investor Insights: AIM & Small Caps Focus, Contrasting Businesses Models, Profit Warnings & Investment Ideas 33:26

14d ago33:26

33:26

In this episode of the Investors Champion Podcast, hosts Chris and Lee discuss recent movements and interesting topics affecting UK investors, particularly focusing on AIM and small cap stocks. They highlight the contrasting fortunes of companies like Warpaint London and Revolution Beauty, and cover news from other companies including YouGov, Inter…

1
Market Minutes Recap - Market Update (Perspectives on S&P CoreLogic Case-Shiller Home Price Index, GDP, PCE inflation, the presidential debate, and hedge funds) 22:56

15d ago22:56

22:56

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the S&P CoreLogic Case-Shiller Home Price Index, GDP, PCE inflation, the presidential debate, and hedge funds. Speakers: Ather Bajwa, Director of Investmen…

1
75. Shuo Chen - Boards and the future: going plural, encouraging innovation, adding value to entrepreneurs, and preparing for the future of work 46:37

20d ago46:37

46:37

Shuo Chen is an investor, board member and faculty member at IOVC, Stanford, UC Berkeley, EY, California Mental Health Commission, Google Female Founders, Reed Smith, Forbes China and Decode amongst others. Tune in to hear her thoughts on: How have you built your plural career? (2:36) How should board members be thinking about the future of work? (…

1
Chef Ming Tsai, TV Personality, Entrepreneur, & Founder, MingsBings – Bing-ing Together Tradition and Innovation: Transforming the Freezer Aisle with Health and Taste 29:49

1M ago29:49

29:49

In a landscape where standing out demands both innovation and accessibility, finding ways to connect with a broad audience is crucial. Today's guest has been on a career-long quest to revolutionize the culinary world by blending tradition with modernity, creating products that not only appeal to diverse audiences but also prioritize health and tast…

1
Market Minutes Recap - Market Update (Perspectives on retail sales, industrial production, consumer spending, the Fed, and the equities market) 19:53

19d ago19:53

19:53

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into retail sales, industrial production, consumer spending, the Fed, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment Stra…

1
The Challenges of Independent Sponsorship with Jonny Miller and Mario Burstein of Platt Park Capital Partners 23:56

1M ago23:56

23:56

On this episode of Deal by Deal, co-hosts Jason Griffith and Trey Andrews welcome Jonny Miller and Mario Burstein of Platt Park Capital Partners to discuss their emergence into independent sponsorship. Tune in as Jonny and Mario discuss how Platt Park came to be, how they secured their first deal, and how they can apply what they learned in their f…

1
IC023 Investor Insights: Private Equity Trends, Contrasting Founders, Good Results & Investment Ideas 34:44

21d ago34:44

34:44

In this episode of the Investors Champion podcast, institutional investors' attraction to private equity and the impact of rising interest rates on this trend are discussed. Topics include notable company performances, with a focus on Hargreaves Lansdown and its private equity involvement, the struggles and successes in the electric vehicle market,…

1
Maximizing Your Accounting Firm's Value with Brannon Poe From Blake Oliver’s From The Accounting Podcast 24:07

25d ago24:07

24:07

Brannon was a guest on Blake Oliver’s The Accounting Podcast–a very special episode that we are sharing with you now. Blake interviewed Brannon on the key factors that go into assessing the valuation of a CPA firm, the differences between valuation on virtual firms and why cashflow to owner is key.By Brannon Poe/Blake Oliver

1
74. Dominic Joseph - Boards for founders: how boards add the most value to high-growth companies 38:01

1M ago38:01

38:01

Dominic Joseph co-founded Captify, the world’s second largest independent holder of search data, after Google. Now a plural NED and Chair of tech scale-ups, Dominic is also founding partner at Creative Capital Ventures Group, a growth consultancy for post Series-A companies. Tune in to his discussion with Nurole CEO Oliver Cummings to hear his thou…

1
Syed “Raj” Imteaz, Partner, Head of Convertible and Equity Derivatives, ICR – Inflation Insulation: Navigating complex capital markets with advisory expertise 18:51

1M ago18:51

18:51

In the current macro environment with growing inflation and financial uncertainty, it's no wonder companies are actively seeking alternative solutions to safeguard their businesses. But today's guest is more than just an alternative; he's a game-changer for his clients, helping them maximize their financial outcomes. Today we're sitting down with R…

1
IC022 Investor Insights: Emerging Small Caps, Elon Musk’s Pay Deal & Investment Ideas 35:44

28d ago35:44

35:44

In this episode of the Investors Champion podcast, hosts Chris and Lee delve into several key topics shaping the UK investment landscape. They start by celebrating the recent IPO of Raspberry Pi on the London Stock Exchange, they highlight the firm's market performance and its far-reaching applications. The conversation then transitions to Elon Mus…

1
Market Minutes Recap - Market Update (Perspectives on unemployment claims, CPI inflation, the FOMC meeting, and the equities market) 20:03

1M ago20:03

20:03

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into unemployment claims, CPI inflation, the FOMC meeting, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cynthi…

1
73. Anne de Kerckhove - Technology boards: growth, nominations, the role of the SID and getting board roles 40:07

1M ago40:07

40:07

Anne de Kerckhove is Chair of Eagle Eye Solutions, and SID & Committee Chair at 888 Holdings and Blackbird plc. Tune in to hear her thoughts on: How have your exec successes at SAAS scale-ups informed your non-exec work? (2:23) What are the key metrics boards need to focus on? (3:54) How much detail should boards ask for? (5:44) What do boards need…

1
Charles Baker, Partner, Sidley Austin, Co-Chair Entertainment, Sports & Media – He Shoots, He Scores! : Winning strategies for the game of sports and entertainment investments (re-broadcast) 33:45

2M ago33:45

33:45

This week we’re looking back at one of our most popular episodes of the last 6 months: our conversation with Charles Baker. Every investment comes with plenty of responsibility, but in a multifaceted market like sports and entertainment with varied revenue streams and worldwide integration, navigating this complex landscape can be overwhelming. Tod…

1
IC021 Investor Insights: Fund Managers, National Grid, Undervalued Stocks & Investment Ideas 33:38

1M ago33:38

33:38

In this episode of the Investors Champion podcast, hosts Chris and Lee discuss the challenges faced by companies like National Grid and UK water companies in balancing dividends with capital expenditure. They delve into recent market moves including the ECB's rate cuts and UK construction's growth, and evaluate the potential undervaluation of Tesla…

1
Market Minutes Recap - Market Update (Perspectives on PMI data, employment data, Fed rate cuts, and the stock and bond markets) 19:53

1M ago19:53

19:53

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into PMI data, employment data, Fed rate cuts, and the stock and bond markets. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mate…

1
Quick Hits: Rocky Mountain Highlights - Cain Brothers’ Inaugural MedTech & Life Sciences Summit 10:59

2M ago10:59

10:59

In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director and Head of M&A John Soden about the recent MedTech and Life Sciences CEO Summit he hosted in Aspen, Colorado which brought innovative leaders together to discuss the complex challenges they’re facing today. Cain Brothers is a division of KeyBanc Capital Markets.…

1
72. Lord Charles Allen - The Chair-CEO dynamic: the most important relationship in the boardroom 45:03

2M ago45:03

45:03

Lord Charles Allen, Baron Allen of Kensington, CBE, is Chair of Moelis & Co, Balfour Beatty Plc, Global Media & Entertainment Group, and The Invictus Games. Listen to his conversation with Nurole CEO Oliver Cummings to hear his thoughts on: As a CEO and NED, what have you learnt from your Chairs which you now replicate as a Chair? (2:26) What are t…

1
Ajay Kochhar, President, CEO, and Co-Founder, Li-Cycle – Powering the Future: Leading the charge in sustainability through revolutionary lithium-ion recycling 27:49

1M ago27:49

27:49

Lithium-ion batteries are playing a big part in clean energy development, but making the battery itself clean and efficient will be crucial for the future of this technology. Today's guest is right at the center of making that happen. We're sitting down with Ajay Kochhar, who is President, CEO, and Co-Founder of Li-Cycle, a leading global lithium-i…

1
IC020 Investor’s Champion Podcast – Take Over Mania 21:31

1M ago21:31

21:31

In this episode of the Investor’s Champion Podcast, the discussion focuses on the rampant takeover activity in the UK stock market, particularly in AIM stocks. Chris and Lee delve into why takeovers are occurring at such a high rate, citing factors such as the UK's undervalued shares, the influx of private equity, and broader economic and political…

1
Market Minutes Recap - Market Update (Perspectives on the Beige Book report, PCE inflation, the ECB, the equities market, international markets, and Key Wealth’s upcoming National Call) 22:33

1M ago22:33

22:33

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Beige Book report, PCE inflation, the ECB, the equities market, our perspective on international markets, and Key Wealth’s upcoming National Call. Spea…

1
71. John Maltby - Chairing: getting the role, performing, and hiring your successor 39:46

2M ago39:46

39:46

John Maltby is Chair of Allica Bank, Max Nicholas Renewables, and The West Brom Building Society and NED at Nordea. Listen to his conversation with Nurole CEO Oliver Cummings to hear his responses to: Can you talk through your transition from CEO to Chair? (2:07) What bad Chair experiences did you learn from? (4:47) What did you do to prepare for t…

1
Leveraging AI and Reframing Scope Creep in Your CPA Firm with Matt Kanas of Ignition 37:18

2M ago37:18

37:18

How can you most effectively price and package your offerings to optimize staff retention and client satisfaction? Matt Kanas, Managing Director at Ignition has dubbed 2024 the year of change in the accounting industry. We discussed what this change looks like and what the implications of it are for CPA firm owners. With his unique perspective serv…

1
Developments in M&A Insurance Market with Matt Heinz of Lockton 20:03

1M ago20:03

20:03

Recently, the M&A market has cooled since it burned red-hot in the aftermath of Covid. What impact has the slowdown in M&A activity had on insurance products related to mergers and acquisitions? On this episode of Deal-by-Deal, host Greg Hawver is joined by Matt Heinz of Lockton to discuss developments in M&A insurance products. Specifically, Matt …

1
Fred LeFranc, Managing Partner and Co-founder, Results Thru Strategy – The Secret Ingredient: Spicing up your strategy to succeed in hospitality 32:11

2M ago32:11

32:11

To be a great consultant, a deep understanding of an industry is table stakes, but you also have to connect with the needs of the employees that work within it, while helping a business grow and change appropriately. It's not an easy formula to master, but today's guest has figured it out. Today we're sitting down with long-time FOICER - that stand…

1
IC019 Investor’s Champion Investment Ideas & Weekly Wrap Up Covering Nvidia, PCI-PAL, Marks & Spencer, Mitchells & Butlers, Young & Co, Naked Wines, XP Power, Keywords Studios & Bloomsbury 31:03

2M ago31:03

31:03

In this week’s episode of the Investors Champion Podcast, hosts Lee and Chris discuss the latest significant movers in the UK share market, including the positive court ruling for PCI-PAL and the resurgence of Marks & Spencer. They delve into the business potential and obstacles for companies like Naked Wines and Mitchells & Butlers. The episode al…

1
Dr. Denis Phares, Founder & CEO, Dragonfly Energy – Charging Ahead: Powering sustainability efforts through a battery breakthrough 30:38

2M ago30:38

30:38

Outsourcing our sustainability efforts does help us get one step closer to an eco-friendly future, but to make a true impact we have to develop our own resources and processes. Our guest today is helping to drive the green revolution right here at home. Joining us on this episode is Dr. Denis Phares. After establishing himself as a tenured professo…

1
70. Dawn Marriott - Chairing high-growth companies: getting the best from CEOs, investor-directors and NEDs 41:46

2M ago41:46

41:46

Dawn Marriott is a partner at HG, a private equity firm, where she Chairs two portfolio companies. A serial PE Chair, Dawn is also a board member at Geomatikk and Aztecs, where she was formerly CEO. Tune in to Dawn’s conversation with Nurole CEO Oliver Cummings to hear her answers to: What’s the role of a Scale-Up Board? (2:21) As a Chair, do you h…

1
IC018 Investor’s Champion Investment Ideas & Weekly Wrap Up Covering, Experian, AIM and UK small-cap focus IQGeo, Brickability, Michelmersh Brick Holdings, Lords, Angling Direct, Zotefoams, Creo Medical ... 39:14

2M ago39:14

39:14

In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering news from companies in the travel sector, TUI and On the Beach. More takeover news from IQGeo. An update from one of our ultimate stocks, Experian. AIM and UK small cap focus Brickability, Michelmersh Brick Holdings, Lords, Angling …

1
Market Minutes Recap - Market Update (Perspectives on this week’s important inflation releases, “two-armed economist” theory, the equity and bond markets, and the upcoming Key Wealth National Call) 19:24

2M ago19:24

19:24

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into this week’s important inflation releases, “two-armed economist” theory, the equity and bond markets, and the upcoming Key Wealth National Call. Speakers: B…

1
Thomas Sandgaard, Founder, Chairman, President, and CEO, Zynex Medical – Electrifying the Industry: Revolutionizing chronic pain care with innovative service and solutions 30:04

3M ago30:04

30:04

There's a reason it's called healthcare – care and carefulness are at the core, and if you want to be successful in the field, you've got to understand the significance of compliance, exceptional service, and continuous expansion. Today's guest has mastered that formula. We're sitting down with Thomas Sandgaard who is Chairman, President, and CEO o…

1
69. Alexander Denny, AIC Committee Chair - Investment trust boards: managing managers, defining moats, addressing discounts, and building a plural career 39:42

3M ago39:42

39:42

Alex Denny is Committee Chair at the Association of Investment Companies and Trustee at the Nautical Archeology Society. He is a former Managing Director at Pantheon Ventures and Head of Investment Trusts at Fidelity International. Tune in to his conversation with Nurole CEO Oliver Cummings to hear his answers to: Can you give us an overview of the…

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