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Join Doug McCormick from HCI Equity Partners, Lloyd Metz from ICV Partners, and Sean Mooney from BluWave as they explore timely private equity topics and offer their seasoned perspectives on crucial areas of focus within the industry. Gain valuable insights from these industry experts in this engaging podcast tailored for PE professionals.
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Film Roundtable

Film Roundtable

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Film Roundtable was to created as space for artists in the industry to talk openly and freely about what is present for them at this unprecedented moment in time. Most of us have found ourselves, until just recently, in a sort of worldwide, collective pause. We have had an abundance of time to be quiet, to go inside ourselves, to listen, but most importantly to imagine the change we want to see in our own lives and careers as well as for the collective as a whole. A quality of life greater n ...
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Board meetings are a critical tool for private equity firms to drive strategy, track progress, and unlock value. In this episode, Sean Mooney, Lloyd Metz, and Doug McCormick explore how private equity boards operate, from setting agendas and assembling members to balancing tactical updates with strategic discussions. They discuss the importance of …
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Consolidation strategies are a proven way to create value in fragmented markets, but execution is everything. In this episode, Doug McCormick walks through the key principles of launching and scaling a buy-and-build platform, sharing lessons learned from a real-world example in the lawn care industry. Joining Sean Mooney and Lloyd Metz, Doug dives …
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In today’s episode of the podcast, brought to you by the National Strip-Tillage Conference, listen to a panel discussion on the state of soil conservation from the most recent Conservation in Action Tour that took place earlier this month in Sioux Falls, S.D. The panel is moderated by Lessiter Media’s own Mike Lessiter, and features manager of agro…
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Private equity is evolving rapidly, and staying ahead requires innovation in both diligence and value creation. In this episode, Sean Mooney, Lloyd Metz, and Doug McCormick explore the latest tools, trends, and strategies that are reshaping the private equity landscape in 2025. The conversation dives into cutting-edge approaches to due diligence, i…
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In today’s episode of the podcast, brought to you by the National Strip-Tillage Conference, listen to a conversation with Lisa Kubik, an Iowa grower who grazes cattle and grows corn, soybeans and cover crops, while also working with growers through Agoro Carbon Alliance. Hear Lisa discuss her own farm operation, a recent Agoro Carbon cover crop cas…
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Tariffs are at the center of a rapidly changing global trade landscape, creating both challenges and opportunities for businesses. In this episode, Sean Mooney, Lloyd Metz, and Doug McCormick are joined by Michael Allen, co-founder of Beacon Global Strategies, to explore the state of U.S. trade policy, its impact on private equity, and how business…
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Merger integration is a critical component of private equity strategies, especially in buy-and-build models. In this episode, Sean Mooney, Lloyd Metz, and Doug McCormick break down what it takes to successfully integrate acquisitions, why careful planning is essential, and the risks that come with getting it wrong. From cultural alignment and chang…
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In this featured episode, we’re excited to share a conversation from Thoma Bravo’s Behind the Deal podcast. Join managing partner Holden Spaht as he sits down with Leagh Turner, CEO of Coupa, to explore how Thoma Bravo and Coupa are revolutionizing business spend management, leveraging AI, and driving innovation post-acquisition. Hear how Coupa is …
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In this episode, Sean Mooney, Doug McCormick, and Lloyd Metz are joined by Carl Press of Thoma Bravo and Kevin MacDonald, CEO of Bluesight, to share a behind-the-scenes look at scaling a software company from a bootstrap startup to a private equity-backed category leader. Kevin reflects on his fourteen-year journey, from self-funding and navigating…
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In today’s episode of the podcast, brought to you by Sound Agriculture, listen to a conversation with John Cussans, a UK based weed biology and management specialist with an organization called ADAS. Cussans addresses multiple confirmed cases of glyphosate resistance in the United Kingdom and how these cases differ and relate to confirmed cases of …
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In today’s episode of the podcast, brought to you by Sound Agriculture, listen to a conversation between Rockwell City, Iowa grower James Hepp and Carlisle County, Ky., grower Joel Reddick, as they discuss their on-farm cover crop strategies during the Young Farmer Panel at the 2025 National No-Tillage Conference.…
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In this insightful conversation, Doug McCormick, Lloyd Metz, and Sean Mooney tackle the transformative role of artificial intelligence (AI) in private equity and beyond. Sean shares how his company, BluWave, has leveraged AI to streamline operations, enhance decision-making, and create proprietary competitive advantages. The discussion explores act…
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In today’s episode of the podcast, brought to you by Sound Agriculture, listen to a conversation with Rob Myers, director for the Center for Regenerative Agriculture at University of Missouri. Myers discusses timely cover crop considerations for spring such as species selection, termination timing, grazing options and much more.…
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In today’s episode of the podcast, brought to you by Sound Agriculture, listen to a conversation with Doug Fifer, Virginia no-tiller and president of the Virginia No-Till Alliance (VANTAGE). Fifer reflects on how his soil has changed for the better since implementing cover crops and no-till into his operation back in 2011 and what types of cover cr…
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Film Roundtable is thrilled to welcome Cinematographer, Phedon Papamichael (Ford v Ferrari, Nebraska) and 1st Assistant Director, and Film Roundtable Co-Founder, Doug Torres (Mr.+ Mrs. Smith, 12 Years a Slave). Together, they discuss their collaboration on James Mangold’s upcoming film, A Complete Unknown, the highly anticipated project exploring a…
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This special replay highlights an essential episode on how private equity firms identify where to invest and how to strategically source opportunities. Doug McCormick and Lloyd Metz join Sean Mooney to explore the art of specialization, building investment theses, and balancing focus with innovation. They share insights into why focus matters for b…
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On our latest roundtable, we host a conversation between Nosferatu director Robert Eggers and the film's cinematographer, Jarin Blaschke. Moderated by one of our fav's, Rodrigo Prieto. The three begin by discussing their approach to visual storytelling, focusing on blocking, shot design, and the level of precision required to craft Nosferatu’s haun…
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Kicking off a new series on emerging investment themes, Lloyd Metz, Doug McCormick, and Sean Mooney examine the profound effects of geopolitical complexity on private equity. This episode explores the growing trend of supply chain reshoring, the rise of infrastructure services, and how enterprises are grappling with heightened risks in today’s dyna…
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In today’s episode of the podcast, brought to you by Sound Agriculture, listen to a panel discussion from the 2025 National No-Tillage Conference. This discussion, centered on cover crops and extreme weather conditions, features 4 growers from 4 different states who all have a wealth of experience using cover crops. Listen as No-Till Legend and for…
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In this episode, Golub Capital’s Senior Managing Director, Greg Cashman, joins Lloyd Metz, Doug McCormick, and Sean Mooney to uncover the critical role of direct lenders in private equity. Greg shares Golub’s transition from private equity to direct lending, the importance of alignment between lenders and PE sponsors, and their underwriting strateg…
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Film Roundtable is thrilled to welcome Co-Directors Angela Patton and Natalie Rae (Daughters). Their poignant Netflix documentary, which premiered at Sundance last year, won the Audience Award in the Documentary Competition and was named the festival’s overall Festival Favorite. Daughters is also nominated for a BAFTA and is currently on the shortl…
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For this episode of the Cover Crop Strategies Podcast, brought to you by Sound Agriculture, we hear from Olivia Caillouet. She’s the soil health program manager at the University of Missouri’s Center for Regenerative Agriculture and she’s here to discuss some of the newest and most exciting cover crop related projects she’s been working on as of la…
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Hosts Lloyd Metz, Doug McCormick, and Sean Mooney review the major themes shaping private equity in 2024, including liquidity challenges, market shifts, and investor dynamics. They discuss strategies to prepare for 2025 amid potential changes in interest rates, inflation, and emerging opportunities in industrials, food, and infrastructure services.…
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Happy New Year!! Film Roundtable is thrilled to welcome Cinematographer, Jomo Fray (The Nickel Boys, All Dirt Roads Taste of Salt). Jomo’s latest film, The Nickel Boys, directed by RaMell Ross, is an adaptation of Colson Whitehead’s Pulitzer Prize-winning novel and recently won the New York Film Critics Award for Best Cinematography. He is also nom…
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In this episode, hosts Lloyd Metz, Doug McCormick, and Sean Mooney are joined by Paul Ryan, former Speaker of the House, now a partner at Solamere Capital. Speaker Ryan delves into his transition from a distinguished career in public service to the private equity sector, highlighting his enduring passion for economics and his strategic choice to fo…
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In this encore presentation from February 20th, Lloyd Metz, Doug McCormick, and Sean Mooney discuss the strategic considerations behind exiting a private equity investment. With an anticipated wave of deals in the coming year, understanding when to sell and how to do it effectively is crucial. This episode covers the importance of exit timing, vari…
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Lloyd Metz, Doug McCormick, Sean Mooney, and operating partners Mary Rachide from ICV and Bob Hund from HCI delve into value creation in private equity. They discuss the role of operating partners in enhancing portfolio company growth, from due diligence to strategic execution. The episode covers aligning company vision with actionable strategies, …
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Lloyd Metz, Doug McCormick, and Sean Mooney share pivotal experiences from their private equity careers, focusing on due diligence surprises, the impact of personal challenges on professional relationships, and complex business scenarios. They emphasize the importance of comprehensive background checks, cultural sensitivity in international deals, …
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In this episode of 'Best But Never Final,' Lloyd Metz, Doug McCormick, and Sean Mooney discuss the importance of strategic talent management in private equity. They explore the transition from traditional HR to advanced human capital strategies, emphasizing the critical role of hiring, team building, and organizational design in driving business su…
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In this engaging episode of 'Best But Never Final,' hosts Lloyd Metz, Doug McCormick, and Sean Mooney welcome David Freed, a seasoned professional with extensive experience across the private equity, technology, and operational landscapes. Freed shares his journey from operating roles within portfolio companies to co-founding CP Energy Holdings, fo…
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We're in the heart of private equity's busiest season with Lloyd Metz, Doug McCormick, and Sean Mooney in this episode of 'Best But Never Final.' They tackle the fall deal rush, a period brimming with new deals and rigorous due diligence. The hosts share insights on efficiently assessing opportunities, focusing on key tools like Quality of Earnings…
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Join Lloyd Metz, Doug McCormick, Sean Mooney, and special guest Rob Brown, CEO of Lincoln International, as they discuss the significant changes in private equity and investment banking from the early 2000s to today. This episode covers the pivotal role of company culture in driving growth, adapting to economic shifts, and the strategic use of tech…
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Explore the critical aspects of capital structure in the private equity sector with insights from Lloyd Metz, Doug McCormick, and Sean Mooney. This episode breaks down the strategic use of debt versus equity, the implications of leveraging, and the nuances of maintaining lender relationships. It offers a focused look at how private equity professio…
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In this episode of Best But Never Final, join Lloyd Metz, Doug McCormick and Sean Mooney as they delve into the seasonal nuances of the private equity world during the summer months. This episode offers a candid look at how private equity professionals balance the demands of work with personal time, reflecting on the impact of summer on investment …
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In this episode, hosts Lloyd Metz, Doug McCormick, and Sean Mooney, alongside their expertise in private equity, delve into the nuanced practice of granting equity to employees within portfolio companies. They discuss the strategic importance of aligning incentives, attracting top talent, and instilling an ownership mindset throughout the organizat…
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Dive into an insightful exploration of the critical decision-making process within private equity regarding the timing of exits. Hosts Lloyd Metz, Doug McCormick, and Sean Mooney dissect the lifecycle of a deal, emphasizing the strategic considerations that guide private equity firms in determining the optimal moment to sell. From the initial value…
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Film Roundtable is thrilled to welcome Cinematographer Jason McCormick (Olivia Wilde’s Book Smart, and Ryan Murphy’s Dahmer) + Assistant Director Francisco Ortiz (Ryan Murphy’s American Horror Story, and Martin Scorcese’s The Wolf of Wall Street) Jason + Francisco recently teamed up on the Ryan Murphy anthology drama Feud; Capote vs. the Swans. Thi…
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In this episode of the Cover Crop Strategies podcast, brought to you by GS3 Quality Seed, Washington State University agronomist Andrew McGuire discusses his extensive research on the pros and cons of using cover crop mixtures vs. monocultures. After he presents his findings, we’ll then hear from Jasper, Mo., farmer Macauley Kincaid and Rockwell Ci…
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Episode Description: Explore the complexities of private equity's strategic approaches to buying and selling across fluctuating market cycles in this episode of "Best But Never Final." Hosts Lloyd Metz, Doug McCormick, and Sean Mooney unpack the essence of private equity operations amidst economic uncertainties, offering a rich discussion on how to…
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For this episode of the Cover Crop Strategies podcast, brought to you by GS3 Quality Seed, I had the opportunity to travel to Jay Baxter’s farm in Georgetown, Del., and talk to him about cover crop seeding and termination methods, his opinion on multi-species cover crop mixes, the rich history of his family farm and much more.…
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In this episode of "Best But Never Final," hosts Lloyd Metz, Doug McCormick, Sean Mooney, and special guest Dave Roberts from Houlihan Lokey explore the shifting landscape of M&A markets and the strategic maneuvers private equity firms employ in response. Episode Highlights: 1:04 - Introduction of Dave Roberts and the evolving M&A market's impact o…
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In this episode of the Cover Crop Strategies podcast, brought to you by GS3 Quality Seed, I’m joined by Penn State University graduate student Megan Czekaj, as we discuss her research on best practices for applying residual herbicides when planting green. Her project focuses on cereal rye in soybean systems and delves into termination timing, cover…
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In this episode of "Best But Never Final," join Lloyd Metz, Doug McCormick, and Sean Mooney as they navigate the choppy waters of today's economic landscape and its implications for private equity portfolio companies. Amidst moderate inflation, groundbreaking technological advancements, and significant geopolitical risks, our hosts dissect how thes…
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In this episode of the Cover Crop Strategies podcast, brought to you by GS3 Quality Seed, listen to a conversation with Deer Park, Wis., agronomist Joe Ailts, as he discusses everything from nitrogen for a following corn crop, best cover crop blends following small grain harvest, the most outside-the-box ideas he has encountered as an agronomist an…
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Dive deep into the heart of private equity diligence processes with Lloyd Metz, Doug McCormick, and Sean Mooney in this insightful episode of "Best But Never Final." The trio unravels the complexities of third-party diligence, shedding light on the essential tools that private equity firms employ to assess, verify, and envision the potential of the…
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In this episode of the Cover Crop Strategies podcast, brought to you by GS3 Quality Seed, listen to a conversation with Faulkton, S.D., grower Alex Frasier, as he discusses his unique practice of interseeding a cover crop mix into soybeans and how it has helped him save on fertilizer, fuel and other costs.…
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In this engaging episode of "Best But Never Final," hosts Lloyd Metz, Doug McCormick, and Sean Mooney demystify the pivotal role of the Chief Financial Officer (CFO) within the private equity (PE) landscape. As they navigate through the multifaceted responsibilities and evolving nature of the CFO role, the discussion illuminates why a strategic CFO…
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In this episode of "Best But Never Final," delve into the evolving landscape of career entry points into the private equity industry with hosts Lloyd Metz, Doug McCormick, and Sean Mooney. The trio, seasoned in the nuances of private equity, dissect the journey from traditional roles in investment banking and consulting to the increasingly recogniz…
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Film Roundtable is thrilled to be joined this week by Roshan Sethi, a screenwriter, director, and physician, to discuss his most recent film, A Nice Indian Boy. Alongside Roshan, we’re joined by the incomparable Amy Vincent, who lensed the film which had its SXSW premiere this year. Led by Maria Prieto, this conversation dives deep into their colla…
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In this episode of Best But Never Final Lloyd Metz, Doug McCormick, and Sean Mooney dive into the heart of private equity's strategic decision-making and deal sourcing processes. This episode peels back the layers on how private equity firms identify their investment focus, align with Limited Partners' (LPs) expectations, and navigate the competiti…
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