Private Equity Experience

De: Ed Barton Rory Liebhart and Emily Sander
  • Resumen

  • Demystify the world of private equity with insider knowledge.


    Join hosts Ed Barton, Rory Liebhart, and Emily Sander - seasoned professionals who have worked from all angles as C-suite leaders, private equity managing directors, and investors.


    In this podcast, they break down complex private equity concepts into everyday language. You'll gain a clear understanding of the PE landscape, key players, and market dynamics. Expect practical insights on deal-making, growth strategies for founders and management teams, and exit strategies. Plus, hear real-world examples and real-time breakdowns of trending news stories.


    Whether you're a seasoned pro or just starting out, considering selling your company to a private equity firm, or simply curious about this lucrative world, this podcast will help you navigate the private equity landscape with confidence.

    © 2025 Private Equity Experience
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Episodios
  • The PE Leadership Gambit: What Happens to the C-Suite After Acquisition?
    Mar 6 2025

    What happens to leadership teams when private equity enters the picture? In this revealing episode of The Private Equity Experience, Emily Sander, Rory Liebhart, and Ed Barton discuss the dramatic shifts that occur when PE firms acquire companies. Drawing from their battle-scarred experiences, they explore how founders navigate new stakeholder relationships, why CFOs often become CEOs, and the critical importance of meeting financial covenants. Learn why "business as usual" isn't an option, why flash reports become non-negotiable, and how to identify hidden talent during reorganization. Whether you're a founder considering a PE partnership or an executive navigating post-acquisition waters, this episode offers invaluable strategies to survive and thrive when the deal closes.

    #PrivateEquity #Leadership #MergersAndAcquisitions #CEOTransition

    Timestamps:
    00:00 Introduction to Post-Deal Changes
    01:04 Initial Leadership Changes
    04:32 Navigating Founder and CEO Transitions
    09:43 Collaborative Solutions and Team Dynamics
    11:27 The Role of Chief of Staff
    15:34 Legal and Insurance Considerations
    29:25 Recognizing and Promoting Hidden Talent

    Who We Are

    If we haven’t met before—Hi! We’re a team of professionals who’ve worked together at multiple companies, seen private equity from all sides, and are here to share what we’ve learned to help you succeed. Ed Barton brings decades of tax and financial strategy experience; Rory Liebhart is a finance and M&A pro with a track record of high-growth exits; and Emily Sander is a former Chief of Staff, multi-time author, podcast host, and founder of Next Level Coaching, helping leaders and organizations accelerate their growth.


    Connect with Ed

    Connect with Emily

    Connect with Rory

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    33 m
  • Cracking the Code on Private Equity Valuations: Understanding the Art and Science of M&A Deals
    Feb 20 2025

    This episode of The Private Equity Experience dives deep into the crucial and often dramatic world of business valuation in private equity deals. Hosts Emily Sander, Rory Liebhart, and Ed Barton explore the complexities, emotions, and strategic considerations determining a company's worth during the "buy phase." They discuss key valuation methodologies (revenue multiples and EBITDA multiples), the importance of revenue recognition, and how "corporate hygiene" (organized and accurate financial records) directly impacts perceived risk and, ultimately, the final valuation. The hosts emphasize that getting the valuation right is paramount, as it sets the tone for the entire private equity hold period and impacts the relationship between the seller and the PE firm. They use the analogy of selling a house to show how expectations and values can differ. The episode explains the importance of understanding your audience in pitches.


    Timestamps:

    00:00 Introduction: The High-Stakes Deal
    00:16 Structuring the Deal: Key Considerations
    00:41 Valuation Methodologies and Emotional Factors
    02:33 Real Estate Analogy: Setting Expectations
    03:34 Investment Bankers: Bridging Perception and Reality
    04:50 Revenue Recognition: A Critical Component
    07:27 EBITDA Explained: Understanding the Basics
    08:34 Adjusted EBITDA: The Art of Creativity
    14:43 Choosing the Right Investment Banker
    21:45 Corporate Hygiene: Preparing for Valuation
    26:27 The Importance of Accurate Valuation
    28:43 Conclusion: Setting the Table Right

    Who We Are

    If we haven’t met before—Hi! We’re a team of professionals who’ve worked together at multiple companies, seen private equity from all sides, and are here to share what we’ve learned to help you succeed. Ed Barton brings decades of tax and financial strategy experience; Rory Liebhart is a finance and M&A pro with a track record of high-growth exits; and Emily Sander is a former Chief of Staff, multi-time author, podcast host, and founder of Next Level Coaching, helping leaders and organizations accelerate their growth.


    Connect with Ed

    Connect with Emily

    Connect with Rory

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    30 m
  • Understanding the Private Equity Ecosystem: VC, Series Funding, and PE Firms
    Feb 6 2025

    In this informative episode of the Private Equity Experience podcast, hosts Emily Sander, Rory Liebhart, and Ed Barton break down the complex world of private equity, venture capital, and series funding. Learn the differences between VC and PE firms and how to navigate the ecosystem to secure funding for your startup. Discover the importance of assembling a strong team of advisors and resources, including investment banks, financial advisors, and startup accelerators like Y Combinator and Startup Grind. Get insights on preparing for private equity investment and learn about essential books like "On Ramp to Exit" that can help you on your journey. Tune in to this episode to gain a deeper understanding of the private equity landscape and take the first step towards securing funding for your business.


    Timestamps:
    00:00 Introduction and Acronyms Galore
    00:52 Understanding Private Equity and Venture Capital
    01:33 Differences in Investment Strategies
    02:47 Success Rates and Baseball Analogies
    05:23 Fund Structures and LP Investors
    07:40 Venture Capital vs Private Equity: Key Differences
    09:50 Series A, B, and C Explained
    11:13 The Transition from VC to PE
    13:54 Bootstrapping vs Seeking VC Funding
    15:57 Optimism in Startups vs Financial Plays in PE
    16:27 Different Perspectives in Early-Stage Companies
    17:00 Final Thoughts on Investment Strategies
    18:00 The Importance of Consistency in Performance
    18:21 Understanding Private Equity Hit Rates
    18:36 The Concept of Zombie Companies
    19:20 Private Equity vs. Venture Capital Strategies
    23:53 Navigating Board Seats and Ownership
    30:47 Advice for Founders Seeking Investment

    Who We Are

    If we haven’t met before—Hi! We’re a team of professionals who’ve worked together at multiple companies, seen private equity from all sides, and are here to share what we’ve learned to help you succeed. Ed Barton brings decades of tax and financial strategy experience; Rory Liebhart is a finance and M&A pro with a track record of high-growth exits; and Emily Sander is a former Chief of Staff, multi-time author, podcast host, and founder of Next Level Coaching, helping leaders and organizations accelerate their growth.


    Connect with Ed

    Connect with Emily

    Connect with Rory

    Más Menos
    34 m

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