Kevin Moyer on the raising costs of capital, advice for PE-Backed CFO's and implementing playbooks

The Private Equity Podcast, by Raw Selection

Introducing Kevin Moyer

Kevin Moyer is a Partner and Leader of the Transaction Advisory Services at Sax Capital Advisors, a nationally ranked accounting, tax and business advisory firm. He brings over a decade of experience and is responsible for the overall strategy and the delivery of client-related services. His robust knowledge lets him advise clients on financial and operational diligence, finance transformation, and corporate restructuring mandates.

What You Will Learn

How the Top PE Firms Deploy Capital

The Importance of KPI Dashboarding

How to Get the Most Out of Available Data

Breakdown

[00:00] Who is Kevin Moyer?

[01:46] Common Mistakes by PE Firms and Their Portfolio Companies

[03:32] How the Best PE Firms Deploy Capital

[06:00] Kevin’s Transition From Finance to Private Equity

[09:36] How to Gain the Most From Available Data

[11:19] Ways to Drive Change in a Portfolio Company

[13:25] How to Prepare Your Firm if We Do Have a Recession

[15:26] What Kevin Likes and Dislikes About Private Equity

[17:32] Kevin’s Go-To Self-Improvement Resources

[20:08] Parting Thoughts

Getting the Most Out of Your Data in Private Equity

When it comes to success in private equity, you need to use data to your advantage. There are data sets that exist within companies that many companies don’t know how to use the data. It gets worse when you realize that even more of these firms don’t know how to structure unstructured data. According to Kevin, the best PE firms know how to use unstructured data as a predictive mechanism going forward. And by doing that, you’re much more dangerous as a firm. It also makes adapting and pivoting before or during a catastrophic event possible.

With debt markets in turmoil, PE deals that dominated business headlines in recent years have gone missing. Yes, all firms are always looking out for new investment opportunities. But the best firms know that their existing portfolio companies are equally important. This is why they have systems to structure unstructured data to better manage their existing portfolio companies and maximize their return on investment faster and more efficiently.

How to Contact Kevin:

Sax Capital Advisors

Kevin’s email - [e-mail]

Kevin’s phone number: 973-472-6250

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