HeyJaredPrivate Equity Value Creation Podcast
Get behind-the-scenes access to the minds shaping the world of Private Equity, hear captivating stories about transactions and investments, and learn about the innovative approaches leading investors, operators, advisors and bankers employ to drive sustainable growth and…
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
Ep. 148: Dustin Ackerman, Future Standard | Mid-Market Secondaries and Growth at a Reasonable Price (opens the original)
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On this episode, Dustin Ackerman, Managing Director at Future Standard, joins Shiv Narayanan to discuss secondaries and backing GPs, including how to turn existing sponsor relationships into a steady investment pipeline. Learn why focusing on portcos under $1 billion in enterprise value can mean less competition on price, cleaner cap structures and clearer exit paths, and how the GARP framework—growth at a reasonable price—separates real growth from margin sacrificed to chase it. Hear how second
Ep. 147: Mike Esposito, Franchise Equity Partners | Box Economics and Multi-Unit Franchise Investing (opens the original)
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On this episode, Mike Esposito, Co-Founder and Co-Managing Partner at Franchise Equity Partners, unpacks why multi-unit franchise investing has stayed an underserved niche in private equity, and what it takes to underwrite these deals well. Learn how box economics—margins, rent and store format—separate the franchise brands worth backing from the ones that aren't, and why new-unit development, not same-store sales growth, drives most of the returns. Then hear how bringing data science and market
Ep. 146: Shiv Narayanan of How To SaaS on Developing a GTM Strategy to Expand Geographically (opens the original)
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On this episode, Shiv Narayanan, Founder and CEO of How To SaaS, breaks down how to approach international and regional expansion as a growth lever, and why the first question you should be asking is: are we already capturing everything available in the markets we're in today? Learn how to weigh the risk and investment required to expand geographically against other ways to grow, and why the right approach depends heavily on your business model and go-to-market motion. Then hear the spectrum of
Ep. 145: Stephen Gold, Ethos Capital | Operator-Investors and the Acceleration Vector Methodology (opens the original)
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On this episode, Stephen Gold, Chief Value Creation Officer at Ethos Capital, unpacks how value creation in portcos changes when investment partners are also operators and put personal capital into each deal, and how removing a formal investment committee shifts how decisions are made. Hear about a four-step scoring process to help prioritize initiatives as well as an evaluation framework for deals in the diligence phase, and learn how a list of 150+ AI-related risks sorted by severity and timin
Ep. 144: Alex Abell, RCP Advisors | Evaluating Lower Middle Market Managers and Operational Value Creation (opens the original)
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On this episode, Alex Abell, Managing Partner at RCP Advisors, explains how fund of funds investors evaluate lower middle market managers—and why fund-level benchmarking alone fails to surface which GPs are genuinely creating value. Hear how deal-level data can validate or challenge the narrative a manager pitches, why a strong return in a single deal means little without peer context and how operational metrics like entry margins and revenue CAGRs reveal whether a manager is actually improving
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