logo
episode-header-image
Jul 2024
19m 45s

Private Equity on the Upswing: Marking R...

BluWave
About this episode

In this episode, Sean Mooney provides an uplifting overview of BluWave's Q2 2024 Private Equity Insights Report. Amidst fluctuating economic conditions, the private equity deal market shows promising signs of recovery, mirroring the broader economic upturn. Drawing an analogy to Nashville's changing seasons, Sean reflects on the cyclical nature of the economy and the private equity landscape. Key insights include the role of limited partners in catalyzing market activity, the significance of a stabilizing economy, and emerging trends in due diligence and sector-specific investments. This episode offers a hopeful perspective on the future of private equity as we navigate through the economic recovery.

Episode Highlights:

  • 0:00 - Introduction to Q2 2024's positive trends in private equity.
  • 2:31 - Economic indicators pointing to a deal market recovery.
  • 6:04 - Analogy of seasonal changes and economic cycles.
  • 12:31 - Limited partners' influence on the deal market.
  • 17:35 - Observations of increased due diligence and sector-specific investments.

For further details and insights, visit www.bluwave.net/insights-report.

Catch more episodes of the Karma School of Business Podcast at www.bluwave.net/podcasts.

Up next
Yesterday
Laurens Goff on Focus, Visibility, and Driving Value in B2B Services
In this episode of Karma School of Business, Sean Mooney interviews Laurens Goff, Co-Founder and Managing Partner at Stone Goff Partners. Laurens shares insights from his path to private equity, the founding story of his firm, and how leveraging focus and visibility transforms lo ... Show More
47m 30s
Sep 24
Scaling Consumer Brands: Jared Stein’s Approach to Growth and Loyalty
Jared Stein, Co-founder and Partner at Monogram Capital Partners, shares his expert approach to scaling consumer businesses, fostering customer loyalty, and driving sustainable growth. From partnering with family-owned companies to identifying sectors with lasting demand, Jared p ... Show More
41 m
Sep 10
Private Equity’s AI Shift: Bob Morse on SaaS, Pricing, and Alignment
Sean Mooney speaks with Bob Morse, Co-Founder & Managing Partner at Strattam Capital, about the changing playbook in private equity, especially in tech. Morse traces his path from Morgan Stanley and Oak Hill to founding Strattam, then lays out a no-surprises model: turn cards fac ... Show More
46m 39s
Recommended Episodes
May 2025
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
Michael Sidgmore is the Co-Founder of Broadhaven Ventures and the creator of the Alt Goes Mainstream podcast, which explores the intersection of private markets, technology, and wealth management. His career spans early roles at Goldman Sachs and iCapital, experience building bus ... Show More
51m 6s
Oct 2024
The Current State of Private Equity and the Outlook for the Rest of 2024 with Drew Schardt
Welcome back to The Private Equity Podcast by Raw Selection! Alex is joined by Drew Schardt, Vice Chairman and Global Head of Investment Strategy at Hamilton Lane. Drew brings over 17 years of experience at the firm, sharing valuable insights into the current state of private equ ... Show More
46m 7s
Jun 2025
INDUSTRY S3E1 | IPOs, VCs and Founders Cashing Out, ESG and More!
Send us a textIn this episode we delve into the intricate world of finance depicted in the Season 3 premiere, "Il Mattino Ha L’Oro in Bocca" breaking down the complexities behind the IPO process, how pricing works and setting "price talk", the IPO discount and more. We also touch ... Show More
2h 23m
Aug 24
Private Equity in a Changing World
Investing in private markets has the potential to create long-term value in portfolios. But how can qualified and professional investors navigate the current marketplace? What does the private equity market look like today? Which factors are driving potential opportunities? And w ... Show More
19m 16s
Oct 2024
Markets Spin Toward Cyclicals
A slump in tech stocks may explain the market rotation – but it’s the earnings season that investors need to watch, says CIO and Chief US Equity Strategist Mike Wilson. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief US Eq ... Show More
4m 18s
Feb 2025
Phil Huber: The Case for Private Credit - [Making Markets, REPLAY]
Today we are replaying my conversation with Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I’ve been a little skeptical of this asset class, so I asked ... Show More
43m 56s
Oct 2024
Oakmark’s Nygren Takes Private Equity Perspective
Financial stocks could see better earnings growth this quarter than analysts’ consensus, according to Bloomberg Intelligence’s macro model. In this episode of the Inside Active podcast, host David Cohne, BI mutual fund and active management analyst, along with co-host Gina Martin ... Show More
38m 52s
Apr 2025
What Should Investors Expect from Earnings Season?
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how market volatility over the last month will affect equity markets as earnings season begins. Read more insights from Morgan Stanley.  ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morga ... Show More
3m 56s
Aug 2022
Welcome to Private Equity Deals with Capital Allocators
Hello, I’m Ted Seides, the host of the Capital Allocators podcast, and it’s my pleasure to bring you Private Equity Deals. This show dives into deals in the private markets through conversations with private equity managers. Much like Capital Allocators, we’ll share conversations ... Show More
53s