On this episode, Sequoya Borgman, Founder and CEO of Borgman Capital, discusses buying and holding family and founder-led businesses in manufacturing, industrials and other legacy industries. Learn why leverage—not growth—often drives returns in these deals, and why hold periods can stretch decades rather than the typical PE fund cycle.

Hear how culture gets set early in a business, why professionalizing finance, systems and leadership takes years rather than the first 90 days and where AI is starting to play a role in capturing institutional knowledge that has only ever lived in an owner's head.

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

On this episode, Mike Magliochetti, Operating Partner at Riverside Partners, shares what it means to be a deeply engaged operating partner—and why he believes the role has to go far beyond an advisory or check-in function to add real value to portfolio companies.

Learn what separates high-impact operating partners from the rest, what it takes to build trust and transparency with founding teams, and why a focused sector network is a critical advantage in healthcare private equity. Mike also shares key lessons from his book, Dancing Between the Toes of Elephants, written to demystify the language and dynamics of private equity for operators on both sides of the table.

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

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.