Elements of Value in Private Equity (Part III): Key Characteristics of Great Companies

BluWave’s Karma School of Business

In this special episode of Karma School of Business, Sean Mooney revisits insights from previous conversations with some of private equity’s most thoughtful leaders. These experts highlight the "elements of value" they prioritize when evaluating companies for investment, offering actionable frameworks and lessons learned across industries, geographies, and strategies.

Episode Highlights:

• 01:11 - Nik Kapauan shares Access Holdings’ research-driven approach to identifying segment leaders and defining "what good looks like" in fragmented industries.
• 07:10 - Rob Konrad discusses the critical role of people and alignment when partnering with family-owned businesses in the lower middle market.
• 21:11 - Casey Myers emphasizes leadership, product-market fit, and overcoming tech debt for durable, smart growth in software companies.
• 28:24 - Jonathan Metrick explores the power of identifying superpowers in business and relentlessly prioritizing resources to create competitive advantage.
• 35:29 - Lisa Ames highlights the importance of ruthless prioritization in marketing, focusing efforts where they create the most predictable success.

To listen to Nik Kapauan's full episode, go to https://www.bluwave.net/podcasts/nik-kapauan-access-holdings/

To listen to Rob Konrad's full episode, go to https://www.bluwave.net/podcasts/rob-konrad-alterna-equity-partners/

To listen to Casey Myers' full episode, go to https://www.bluwave.net/podcasts/casey-myers-edison-partners/

To listen to Jonathan Metrick's full episode, go to https://www.bluwave.net/podcasts/jonathan-metrick-sagard/

To listen to Lisa Ames' full episode, go to https://www.bluwave.net/podcasts/lisa-ames-norwest/