Welcome to The Private Equity Podcast by Raw Selection, hosted by Alex Rawlings. Today’s guest is Jon Van Tuin, Managing Director at P4G Capital. With decades of experience in Private Equity, Jon shares his insights on deal origination, building relationships with deal sources, and standing out in an increasingly competitive market. Learn actionable strategies to improve deal flow, develop meaningful relationships, and elevate your firm's positioning as the preferred acquirer.

Breakdown:

[00:00] The current private equity landscape with over 3,500 funds and $1 trillion in undeployed assets.

[00:28] Introduction to Jon Van Tuin and his role at P4G Capital.

[00:57] Jon’s background: 30+ years in private equity starting in the late 1980s.

[01:27] A common mistake private equity firms make: Addressing portfolio issues too slowly.

[02:27] The importance of acting quickly and getting the right people into key roles.

[03:25] Jon’s career reflections and the growth of private equity since the 1980s.

[05:23] Jon’s approach to deal origination: Focusing on relationships, not transactions.

[06:21] Why 80% of P4G’s deals come from a select group of intermediaries.

[07:43] Adding value to intermediaries: Sharing insights instead of just asking for deal flow.

[08:42] The value of a dedicated deal origination professional in private equity.

[09:40] How origination teams keep pipelines full and differentiate firms in a crowded market.

[10:39] Positioning P4G as a preferred acquirer: Building relationships and delivering on process.

[11:07] Jon’s multi-pronged approach: Over 700 face-to-face meetings and consistent outreach.

[12:57] Staying top of mind: Leveraging tools like DealCloud for digital outreach.

[13:25] The demands of travel: 43 weeks on the road to drive deal origination success.

[14:22] Jon’s influences: Focusing on leadership, culture, and aligning the right teams for success.

[16:16] Recommended reading: Insights from McKinsey, Bain, Stephen Covey, and Jim Collins.

[17:14] How to contact Jon Van Tuin: Email: jvantuin@p4gcap.com

To be added to the book waitlist, you can email alex.offer@raw-selection.com

Thank you for tuning in!

You can connect with Jon Van Tuin on LinkedIn here.

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com

Welcome back to The Private Equity Podcast by Raw Selection hosted by Alex Rawlings! Today’s guest is Joe Gerber, a proven Operating Partner and transformation expert. In this episode, we explore Driving EBITDA Growth Through Data Metrics. Joe shares actionable strategies on leveraging real-time data, optimizing decision-making, and taking reporting from good to great. Discover how Private Equity firms and portfolio executives can use data to identify inefficiencies, drive operational excellence, and boost EBITDA growth.

Breakdown:

[00:00] What does good reporting look like? Starting with excellence and working backward.

[00:12] Building effective teams without geographical limits.

[00:41] Joe’s background: Middle-market investment banking, transforming businesses, and PE advisory work.

[01:39] The biggest reporting mistakes PE firms make and how to correct them.

[02:36] Real-time reporting example: Cutting headcount by 30% and growing EBITDA.

[04:32] Metrics to track daily: Real-time insights to forecast performance.

[06:50] How real-time data leads to operational pivots and improved decision-making.

[09:15] Optimizing working capital to fuel growth and cash flow.

[11:33] Taking reporting from good to great: Key improvements PE firms need.

[13:01] Assessing management teams early with data-driven insights.

[15:46] Where to start: Key data points in multi-location businesses.

[18:41] Coaching CEOs: Common gaps and how to address them.

[20:19] Joe’s influences: The Art of Gathering, personal growth, and daily reads.

[22:43] Best way to connect with Joe: LinkedIn.

To be added to the book waitlist, you can email alex.offer@raw-selection.com

Thank you for tuning in!

You can connect with Joe Gerber on LinkedIn here.

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com

Welcome back to The Private Equity Podcast by Raw Selection, In this episode, host Alex Rawlings sits down with Sam Bendix, Partner of Investor Relations at Chicago Pacific Founders. In this episode, we dive deep into what it takes for Private Equity firms to truly stand out in an increasingly competitive market.

Sam shares actionable insights on how differentiation can impact talent attraction, capital raising, and deal origination. Sam discusses the importance of building a strong brand, fostering innovation, and effectively communicating your firm’s story.

[00:00] Brand is a product of the people building it and consistent results.

[00:13] Importance of differentiation in attracting talent, capital, and investments.

[00:42] Introduction to Sam Bendix, Partner of Investor Relations at Chicago Pacific Founders, and the episode's focus on differentiation in private equity.

[01:11] Sam’s career journey from investment banking to real estate investments and IR roles across various firms.

[04:57] Overview of Chicago Pacific Founders and its healthcare-focused investment strategy.

[06:24] The mistake of inconsistent messaging and the importance of cohesive communication.

[08:07] Differentiation strategies: strategic positioning, operational strengths, and client-centric innovation.

[10:55] Proprietary processes, attracting top talent, and creating barriers to imitation.

[12:18] Case study: Proving differentiation through performance and results.

[13:12] The role of brand recognition and consistent execution in building a firm’s reputation.

[14:39] Educating the market as a key element of branding and thought leadership.

[16:38] Attracting talent: building a network and aligning with career aspirations.

[19:01] Revisiting assumptions and fostering innovation for market differentiation.

[19:59] The role of talent in building and maintaining differentiation.

[22:26] Alex shares insights on private equity firms’ branding and talent strategies.

[28:06] Importance of putting yourself out there and documenting over creating for awareness.
[33:24] Building trust through transparency and thought leadership.

[36:17] Efficiently qualifying leads and fostering trust through shared insights.

[38:12] Challenges in communication: sticking to agendas, avoiding jargon, and active listening.

[42:03] Tools for effective communication: checklists, frameworks, and structured conversations.

[43:27] Recommended communication frameworks: What-So What-Now What and others.

[45:23] Sam’s book and podcast recommendations for effective communication and decision-making.

[46:52] Importance of knowing when to quit and insights from behavioral science.

[47:21] Sam invites listeners to connect via email for further discussions.

[47:44] Recap of the conversation's key themes and the importance of continuous improvement in differentiation strategies.

You can connect with Sam on LinkedIn by visiting his profile here.

To be added to the book waitlist, you can email alex.offer@raw-selection.com

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com