On this episode, Jackie Joelson, Head of Private Equity and Venture Capital Practice at Oracle NetSuite, joins Shiv to break down why ERP transformation has become one of the established levers sponsors pull inside their portfolio companies.

Learn how buy-and-build roll-ups, sponsor-backed carve-outs and decades-old legacy systems each demand a different approach to ROI and change management to unlock the full enterprise value potential. Plus, hear why clean, consolidated data has to be a priority, and the challenges of benchmarking AI readiness across portfolios.

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

On this episode, Ian Ross, Partner at Concentric Equity Partners, discusses how being a family backed private investment firm changes the economics of lower middle market investing. Learn why fund-cycle pressure pushes firms to sell their best companies early, and how removing that pressure supports a feed-the-winners strategy that keeps reinvesting in businesses as they grow, using growth, multiple arbitrage and leverage to build enterprise value along the way.

Hear how portfolio companies can weigh short-term EBITDA dips against long-term payoff, why customer acquisition cost and lifetime value apply just as much to services businesses as SaaS, and how leadership teams can navigate AI-driven shifts in marketing and go-to-market strategy by building the trust needed to try new approaches with management.

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

On this episode, Aryeh Landsberg, Managing Director at 17Capital, explains how NAV lending works as a flexible, fund-level capital tool for private equity managers—and why demand has been driven by opportunity rather than stress.

Hear how NAV facilities fit alongside traditional portfolio company debt, subscription lines and continuation vehicles across the fund lifecycle. Learn how 17Capital underwrites deals by assessing manager track records, portfolio quality and the delta between entry assumptions and actual exit outcomes. Then learn how GPs are deploying fund-level capital for accretive M&A, AI infrastructure investment and public-to-private bids—and why the ability to move quickly with certainty has become a competitive edge in today’s environment.

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.