Afleveringen
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In this episode of "Growing EBITDA," hosts James Bandy and Mike McSweeney dive deep into the intricacies of Value Creation Plans (VCPs) within the private equity landscape. They share their expert insights on how VCPs serve as strategic frameworks to drive growth, enhance operational efficiency, and maximize enterprise value. From defining what a VCP is to discussing its core components and execution strategies, this episode is packed with valuable information for business leaders, private equity professionals, and consulting clients. Tune in to learn about the importance of alignment among stakeholders, the role of strategic planning, and practical tips for successful VCP implementation.
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Highlights:
Introduction and background of the deal Importance of Value Creation Plans in private equity Core components of VCPs Differences between strategic plans and VCPs Role of the CEO and management team in VCPs Collaboration between private equity firms and management teams Tactical and strategic elements of VCPs Long-term goals and operational improvements Importance of regular updates and accountability Practical tips for VCP implementation Tying VCPs to EBITDA growth Closing thoughts and key takeaways -
In this episode of Growing EBITDA, Mike and I sit down with James Lowe, a Director at TriVista, to explore the fundamentals of warehouse optimization. We break down how optimizing warehouse operations can significantly reduce costs, improve efficiency, and drive top-line growth.
James shares insights from his 13+ years of experience in supply chain and warehousing, discussing hidden costs, process inefficiencies, and best practices for leveraging technology, automation, and strategic warehouse design.
Key topics covered:
⢠Identifying inefficiencies and hidden costs in warehouse operations
⢠How warehouse optimization impacts the bottom line
⢠The role of technology in streamlining warehouse management
⢠The importance of inventory control and process standardization
⢠Practical steps for improving warehouse efficiency
Whether youâre leading a distribution-heavy business, a manufacturer, or a private equity-backed portfolio company, this episode delivers actionable insights to help you optimize your warehouse operations and drive EBITDA growth.
Stay tuned for our next episode, where we dive deeper into advanced optimization strategies and the impact of AI and automation on the future of warehousing.
Listen now and start unlocking the full potential of your warehouse operations.
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Zijn er afleveringen die ontbreken?
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In this episode of "Growing EBITDA," hosts Mike McSweeney and James Bandy dive into the intricacies of sell-side due diligence, a crucial process for business leaders, private equity professionals, and consulting clients. They discuss the importance of preparing a business for sale, the benefits of conducting thorough due diligence, and how it can maximize exit value. With a focus on middle-market growth, M&A, and operational efficiency, this episode provides valuable insights and practical advice for anyone involved in the transaction advisory business. Tune in to learn about the key components of sell-side diligence, common pitfalls to avoid, and how to ensure a smooth exit process.
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Highlights:
Introduction to Sell-Side Due Diligence Importance of Preparing for Sale Key Components of Sell-Side Diligence Common Pitfalls and How to Avoid Them Ensuring a Smooth Exit Process Real-Life Examples and Case Studies Closing Thoughts and Final Tips -
Episode Title: Tariffs & M&A: Navigating Uncertainty in 2025
In this episode of Growing EBITDA, Mike McSweeney and James Bandy break down the impact of tariffs on middle-market businesses and private equity. They discuss how shifting trade policies are affecting supply chains, deal structures, and valuation models, creating uncertainty for investors and operators alike.
With tariffs reshaping cost structures and market dynamics, the hosts explore how businesses can hedge against risk, leverage technology, and implement sourcing strategies to maintain stability. Whether youâre a business owner, private equity professional, or operator, this episode provides key insights into managing EBITDA growth in a turbulent economic landscape.
Highlights:
⢠Introduction: How tariffs are disrupting budgets and dealmaking in 2025
⢠Private Equity & M&A: How investors are adjusting valuation models
⢠Creative deal structuring: Holdbacks, contingency pricing, and earnouts
⢠Supply chain impacts: Nearshoring, reshoring, and alternative sourcing strategies
⢠ERP & data visibility: How technology helps businesses manage tariff risks
⢠Lessons from past disruptions: What COVID-19 and past trade wars taught us
⢠Trivia question of the week: Who is the largest trading partner of the U.S.?
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Learn more about TriVista.
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In this insightful episode of "Growing EBITDA," hosts James Bandy and Mike McSweeney take a deep dive into the world of private equity. They share their personal journeys from industry into the to private equity world, offering listeners a unique perspective on the intricacies of the private equity ecosystem. From understanding the basics of private equity to exploring the operational strategies that drive growth, this episode is packed with valuable insights for business leaders, private equity professionals, and consulting clients. Tune in to learn about the role of private equity in the middle-market, the importance of operational efficiency, and the strategies for successful M&A.
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Learn more about TriVista
Highlights:
Introduction to Private Equity James Bandy's Journey into Private Equity Mike McSweeney's Early Career and Consulting Business Understanding the Private Equity Business Model Operational Strategies and Value Creation The Role of Private Equity in the US Economy Common Misconceptions about Private Equity Closing Thoughts and Quick Hits -
In this episode of âGrowing EBITDA,â Mike McSweeney and James Bandy deliver a crucial Public Service Announcement (PSA) on the hidden costs of inadequate ERP systems and their impact on the bottom line.
With their signature blend of expert insights and dry humor, the hosts dive into how outdated or underperforming ERP systems can cripple operations, escalate costs, and even affect M&A valuations. They share real-world anecdotes on operational inefficiencies, costly supply chain issues, and the risks of financial mismanagementâall stemming from inadequate ERP investments. Plus, they discuss strategies to mitigate these risks and optimize ERP systems to support long-term growth.
Highlights:
⢠Introduction and PSA: Why inadequate ERPs are a silent drain on your bottom line
⢠Operational impacts: How ERP failures lead to overspending and inefficiencies
⢠Financial risks: Customer dissatisfaction, bad data, and inflated costs
⢠Supply chain disruption: Stockouts, excess inventory, and poor procurement practices
⢠M&A consequences: Lower valuations and deal-killing ERP risks
⢠Cybersecurity concerns: Legacy systems and threat vectors
⢠Scaling challenges: Why inadequate ERPs stifle growth and hinder integrations
⢠Data-driven decision-making: The importance of clean data for future growth
⢠ERP failure rates: Sobering stats and why boards hesitate to upgrade
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In this episode of "Growing EBITDA," hosts Mike McSweeney and James Bandy dive into the transformative power of ERP systems for middle-market businesses. They discuss the significant efficiency gains, revenue growth, and strategic advantages that come with upgrading or enhancing ERP systems. With a blend of professional insights and a touch of dry humor, they explore real-world examples and share practical advice for business leaders, private equity professionals, and consulting clients. Tune in to learn how to drive growth and operational efficiency in your organization.
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Highlights:
Introduction and theme song banter Benefits of enhancing or changing an ERP system Efficiency gains and revenue lifts from ERP systems Trade-offs and investments required for ERP upgrades The TMR triangle: Time, Money, Resources Driving strategic growth with ERP systems Project depaperization: A case study Revenue growth through improved customer service Scalable growth and finding the right ERP partner Financial benefits and cost reductions Data-driven decision-making and real-time data access Advanced analytics and visualization tools Customer and supplier impact of ERP systems Risks of not upgrading ERP systems Digital transformation and future trends -
In this episode of "Growing EBITDA," hosts James Bandy and Mike McSweeney dive into the world of ERP (Enterprise Resource Planning) systems and their critical role in driving middle-market growth. From operational efficiency to scalability, they explore the key benefits and challenges of implementing and upgrading ERP systems. With a touch of dry humor, they share real-life anecdotes and expert insights to help business leaders, private equity professionals, and consulting clients navigate the complexities of ERP systems. Tune in to learn how to optimize your business processes and make informed decisions about your ERP investments.
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Highlights:
Introduction to ERP Systems Common Questions About ERP Upgrades Operational Bottlenecks and Challenges New Technology and System Integration User Inefficiencies and Training Cost Considerations and Financial Benefits Selecting the Right ERP System Common Challenges in ERP Implementation Funny ERP Stories -
In this episode of Growing EBITDA, we dive into the critical topic of cybersecurity and its growing importance for middle-market companies. With cybercrime projected to cost the world $10.5 trillion annually by 2025, business leaders and private equity investors need to be more vigilant than ever. Our hosts, Mike and James, discuss the alarming statistics, the impact of cyber threats, and practical steps businesses can take to protect themselves. From understanding the basics of cybersecurity to implementing effective protocols, this episode is packed with insights and a touch of dry humor to keep things engaging.
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In this episode of "Growing EBITDA," we dive into the critical role of IT diligence in private equity investments. Our hosts, James and Mike, discuss why IT diligence has become an essential work stream in today's M&A landscape. From understanding cybersecurity risks to evaluating business enablement and infrastructure, they cover it all. Tune in to learn how IT diligence can uncover hidden risks, influence deal valuation, and ensure successful post-acquisition integration. Whether you're a business leader, private equity professional, or consultant, this episode is packed with insights and a touch of dry humor to keep you engaged.
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Highlights:
Introduction to IT diligence and its importance in Private Equity investments The evolution of diligence work streams over the past 20 years Key components of IT diligence: cybersecurity, enterprise applications, and infrastructure Real-life examples of IT diligence impacting deal valuation The long-term benefits of conducting IT diligence Trivia on the origin and meaning of "due diligence" -
Where it all began...
