PE Insight Series: What PE Firms Actually Change To Drive Multiple Expansion at Exit

PE Insight Series: What PE Firms Actually Change To Drive Multiple Expansion at Exit

PE Insight Series Episode 1

PE Insight Series Episode 1In the first installment of the PE Insight Series, Todd Taskey hosts eight private equity executives to discuss how firms can create value and drive multiple expansion during the hold period.

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Here’s a glimpse of what you’ll learn:

  • [1:51] How reducing risk and increasing strategic value can expand multiples at exit
  • [3:52] Evolving founder-led businesses by improving client impact, team depth, and organizational scalability
  • [6:47] Chad Scripps shares how Black Lake helps founders take calculated risks 
  • [8:32] How Renovus repositions lower-middle-market companies into more differentiated, institutional-quality platforms
  • [11:52] Millpond Equity Partners’ focus on go-to-market improvements
  • [13:09] Why real-time, actionable data improves front-line decision-making and exits
  • [15:10] Stuart Coleman shares how Superstep builds mature platforms 
  • [18:42] Jamie Kennedy talks about professionalizing founder-led companies

In this episode…

Private equity value creation is rarely about one sweeping change. More often, it comes from a disciplined set of upgrades that make a company more scalable, predictable, differentiated, and attractive to the next buyer. Which changes matter most?

Brian Schmidt, Bill Sommerschield, Chad Scripps, Lee Minkoff, Larry Shagrin, Thomas Cooperrider, Stuart Coleman, and Jamie Kennedy discuss multiple expansion. With host Todd Taskey, they share how professionalization, go-to-market improvements, enhanced data, recurring revenue, and strategic M&A drive value.

Resources mentioned in this episode:

Sponsor for this episode…

This episode is brought to you by Tower Partners, a private investment bank and advisory firm providing premier service to the lower middle market.

We are a national firm with a global reach, supporting clients throughout the United States with headquarters in Columbia, MD, and an office in New York, NY.

Our team of industry veterans has advised sell-side and buy-side engagements with over $20+ billion in value for entrepreneurs, family-run businesses, and financial sponsors.

To connect with Tower Partners, visit https://www.towerpartners.com/ or email info@towerpartners.com. 

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Brian SchmidtBrian Schmidt is a Vice President at Court Square Capital Partners, a middle-market private equity fund. In his role, Brian is responsible for deal sourcing, growing existing investments, and overseeing the development and implementation of growth strategy. He serves as a board member for Power Digital, Connatix, and Health Union and is a Dynata board observer.

Bill SommerschieldBill Sommerschield is the Managing Director at Keystone Capital, which invests in high-quality, market-leading businesses. He is responsible for evaluating investments, structuring and negotiating transactions, and managing portfolio companies. Before Keystone Capital, Bill worked in the investment banking divisions of Morgan Stanley and Credit Suisse, where he was involved in M&A and debt and equity financings in the business services, industrial, and education industries.

Chad ScrippsChad Scripps is the Managing Partner of Black Lake Capital, a private equity firm that invests in technology and innovation-enabled businesses. With two decades of experience investing in private and public businesses, Chad held prior roles at HIG Capital, AEA Investors, SAC Capital, Fox Point Capital, and McKinsey & Company.

Lee MinkoffLee Minkoff is the Managing Director of Renovus Capital, a Philadelphia-area private equity firm focused on lower-middle-market companies in knowledge and talent industries. He serves on Renovus’ Investment Team, where he oversees the firm’s Professional Services vertical. Before joining Renovus, Lee worked at Lovell Minnick Partners, UBS’s financial institutions investment banking group, and J.P. Morgan Asset Management.

Lawrence ShagrinLawrence Shagrin is the Managing Partner at Millpond Equity Partners, a lower-middle-market private equity firm focused on investing in education, training, and outsourced services companies. He has more than 25 years of private equity experience sourcing, executing, and managing growth-oriented investments across business services, education and training, healthcare, and other industries. Before Millpond, Lawrence was a Partner at Brockway Moran & Partners.

Jamie KennedyJamie Kennedy, CFA, is the Co-founder and Partner at Griffin’s Wharf Partners, an operationally focused private equity firm that pursues control buyout transactions in the lower-middle-market. He has more than 20 years of experience investing in private equity opportunities, having served as a Managing Director at Landon Capital Partners, the Head of Research at Madava Asset Management, and an investor at Longroad Asset Management.

Thomas CooperriderThomas Cooperrider is the Principal of Dynamic Core Capital Partners, a private equity firm that partners with industry experts and experienced executives to transform niche market leaders. In his role, he focuses on business development, deal execution, and portfolio company monitoring and support. Thomas also serves as Vice Chairman on the boards of Atomic Data and Level Agency and as a Director on the boards of ToyTec Lifts, CustomDrive, SmartSource, and Ecosystems.

Stuart ColemanStuart Coleman is the Managing Partner of Superstep Capital, a private equity firm focused exclusively on digital services companies. Previously, he led M&A and corporate development at public and private companies, including Hero Digital and MDC Partners. Stuart has acquired more than 20 companies at MDC Partners and helped Hero Digital complete four acquisitions, grow significantly, and sell to AEA Investors in 2021.