Best But Never Final: Private Equity's Pursuit of Excellence
Doug McCormick, Lloyd Metz, Sean Mooney
41 episodes
3 weeks ago
In this continuation of their conversation on portfolio performance, co-hosts Lloyd Metz (ICV Partners), Doug McCormick (HCI Equity Partners), and Sean Mooney (BluWave) move from diagnosis to action: what to actually do once you know a business isn’t performing to plan. They cover how to tell a temporary headwind from a structural problem, where to start on revenue and cost fixes, and how to balance quick liquidity levers with long-term value creation. From pricing strategy and marketin...
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In this continuation of their conversation on portfolio performance, co-hosts Lloyd Metz (ICV Partners), Doug McCormick (HCI Equity Partners), and Sean Mooney (BluWave) move from diagnosis to action: what to actually do once you know a business isn’t performing to plan. They cover how to tell a temporary headwind from a structural problem, where to start on revenue and cost fixes, and how to balance quick liquidity levers with long-term value creation. From pricing strategy and marketin...
Private Equity’s Guide to Focus: Thesis Development and Deal Sourcing
Best But Never Final: Private Equity's Pursuit of Excellence
59 minutes
8 months ago
Private Equity’s Guide to Focus: Thesis Development and Deal Sourcing
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 both LPs and success in deal-making, how sourcing strategies evolve from industry expertise, and why relationships with investment bankers and direc...
Best But Never Final: Private Equity's Pursuit of Excellence
In this continuation of their conversation on portfolio performance, co-hosts Lloyd Metz (ICV Partners), Doug McCormick (HCI Equity Partners), and Sean Mooney (BluWave) move from diagnosis to action: what to actually do once you know a business isn’t performing to plan. They cover how to tell a temporary headwind from a structural problem, where to start on revenue and cost fixes, and how to balance quick liquidity levers with long-term value creation. From pricing strategy and marketin...
