Elements of Value in Private Equity (Part 4): How PE Leaders Evaluate Businesses
Elements of Value in Private Equity (Part 4): How PE Leaders Evaluate Businesses  
Podcast: Private Equity Podcast: Karma School of Business
Published On: Wed Jun 18 2025
Description: In this episode of Karma School of Business , Sean Mooney continues the Elements of Value series, exploring what private equity professionals focus on when evaluating businesses that have the potential to thrive. You'll hear from: • 0:49 - Vinay Kashyap of MainSail Partners on identifying bootstrap B2B software companies with strong growth potential, durable customer value propositions, and resourceful entrepreneurs. • 6:19 - Kristin Johnson of Altamont Capital Partners on how her firm assesses market opportunities, team capabilities, alignment with founders, and introduces the concept of a "red team" to bring rigor to investment processes. • 12:19 - Trent Hickman of VSS on partnering with founder-led businesses, the importance of management integrity, shared vision, and identifying "multiple ways to win." • 20:50 - Misha Logvinov of MGX on the critical role of leadership quality, adaptability during change, and building a robust technology infrastructure that supports scalability and innovation. To listen to Vinay, Kristin, Trent or Misha's full podcast episode, go to https://www.bluwave.net/podcasts . To get connected to a world-class, perfect-fit service provider from our curated network, go to https://www.bluwave.net/start-a-project .