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BDO Private Equity PErspectives Podcast

The Private Equity PErspectives podcast serves as a forum for private equity dealmakers to discuss navigating today’s dynamic investment environment, while preparing for challenges and opportunities on the horizon. In each episode, BDO’s Private Equity practice connects with leaders in the industry to talk deal activity, fund strategies, and portfolio company optimization.

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No Shortcuts: The Case for Patient Sourcing and Earned Partnerships - Part B

In the latest episode of BDO’s Private Equity PErspectives Podcast, host Todd Kinney speaks with Eric Taylor, Founder and CEO of Trident, and Jeff Roth, Founding Partner of Bruin Capital, to discuss: How firms are finding risk-adjusted opportunities today — from technology-enabled diligence in traditional lower middle market sectors to infrastructure and services businesses powering global sports…

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Trust Before Terms: Building Lasting Value in PE - Part A

In the latest episode of BDO’s Private Equity PErspectives Podcast, host Todd Kinney speaks with Eric Taylor, Founder and CEO of Trident, and Jeff Roth, Founding Partner of Bruin Capital, to discuss: How to approach sourcing in different corners of the market — from operator-led relationships with family-owned businesses to global networks across the sports ecosystem Why conviction, sector…

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Beyond the Build: AI Infrastructure, Exit Readiness, and What's Next — Part B

As private equity capital continues flowing into data centers and AI infrastructure, sponsors are being forced to rethink everything from materials sourcing to what “exit‑ready” really means. In the latest episode of BDO’s Private Equity PErspectives Podcast, host Todd Kinney continues the conversation with Jackson Pei, Managing Director and Co‑Head of PE at Closed Loop Partners, Michael Ryder,…

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Powering Conviction: A New Era of Data Center Investment — Part A

In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Jackson Pei (Closed Loop Partners), Michael Ryder (Igneo Infrastructure Partners), and Blair Barlow (Lime Rock New Energy) to discuss: How rack densification and next-gen cooling (from air to liquid) are reshaping data center design Where power availability and grid constraints show up first and…

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Lessons Learned, Exits Reimagined: PE's 2026 Playbook - Part B

In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Kyle Bethancourt, Co-Founder and Managing Partner at Sallyport Investments, and Eliot Kerlin, Co-Founder and Managing Partner at Broadwing Capital, to discuss: Creative exit pathways to consider in 2026 as long holding periods persist How AI is being deployed inside PE firms and across their portcos…

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Tariffs, Interest Rates, and Dry Powder: Lessons from 2025 for the Year Ahead - Part A

In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Kyle Bethancourt, Co-Founder and Managing Partner at Sallyport Investments, and Eliot Kerlin, Co-Founder and Managing Partner at Broadwing Capital, to discuss: How tariff uncertainty and macro volatility shaped dealmaking in 2025 Creative capital deployment strategies for a tight and competitive…

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2026 PE Outlook: Deal Flow, Valuations, and Exit Strategies - Part B

In BDO's first Private Equity PErspectives podcast episode of 2026, Host Todd Kinney is joined by Nicolas Vega Llona, Principal at Lincolnshire, and Monty Yort, Managing Partner at GenNx360, to discuss: Deal flow expectations and how declining rates and dry powder are influencing valuations in 2026 Creative deal structures that balance immediate DPI generation with long-term value creation…

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2025 Reflections: Private Equity's Year of Adaptation - Part A

In BDO's final Private Equity PErspectives podcast episode of 2025, Host Todd Kinney is joined by Nicolas Vega Llona, Principal at Lincolnshire, and Monty Yort, Managing Partner at GenNx360, to discuss: The biggest shifts in private equity throughout 2025 and how firms adapted Portfolio company performance relative to expectations amid macro challenges How proactive sourcing strategies helped…

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Beyond Capital: Differentiating with Strategy and an Operator's Mindset - Part B

In part two of BDO's latest Private Equity PErspectives podcast episode, Host Todd Kinney is joined by Shane Tiemann, Partner at Gamut Capital, and Jon Schwartz, Partner at MRE Capital to discuss: How they’re establishing market differentiation amid increased competition Adapting exit strategies as hold periods extend and continuation vehicles gain traction Maintaining investment discipline and…

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Beyond Rate Cuts: Conservative Capital, Disciplined Growth - Part A

In BDO's latest Private Equity PErspectives podcast episode, Host Todd Kinney is joined by Shane Tiemann, Partner at Gamut Capital, and Jon Schwartz, Partner at MRE Capital to discuss: The impacts of interest rate cuts on dealmaking strategies and investment outlooks How both PE firms and family offices are prioritizing long-term value creation Practical strategies for helping portcos protect and…

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