Kevin Moyer on the raising costs of capital, advice for PE-Backed CFO's and implementing playbooks

Introducing Kevin MoyerKevin Moyer is a Partner and Leader of the Transaction Advisory Services at Sax Capital Advisors, a nationally ranked accounting, tax and business advisory firm. He brings over a decade of experience and is responsible for the overall strategy and the delivery of client-related services. His robust knowledge lets him advise clients on financial and operational diligence, finance transformation, and corporate restructuring mandates.  What You Will LearnHow the Top PE Firms Deploy CapitalThe Importance of KPI DashboardingHow to Get the Most Out of Available Data Breakdown[00:00] Who is Kevin Moyer?[01:46] Common Mistakes by PE Firms and Their Portfolio Companies[03:32] How the Best PE Firms Deploy Capital[06:00] Kevin’s Transition From Finance to Private Equity[09:36] How to Gain the Most From Available Data[11:19] Ways to Drive Change in a Portfolio Company[13:25] How to Prepare Your Firm if We Do Have a Recession[15:26] What Kevin Likes and Dislikes About Private Equity[17:32] Kevin’s Go-To Self-Improvement Resources[20:08] Parting Thoughts  Getting the Most Out of Your Data in Private EquityWhen it comes to success in private equity, you need to use data to your advantage. There are data sets that exist within companies that many companies don’t know how to use the data. It gets worse when you realize that even more of these firms don’t know how to structure unstructured data. According to Kevin, the best PE firms know how to use unstructured data as a predictive mechanism going forward. And by doing that, you’re much more dangerous as a firm. It also makes adapting and pivoting before or during a catastrophic event possible.  With debt markets in turmoil, PE deals that dominated business headlines in recent years have gone missing. Yes, all firms are always looking out for new investment opportunities. But the best firms know that their existing portfolio companies are equally important. This is why they have systems to structure unstructured data to better manage their existing portfolio companies and maximize their return on investment faster and more efficiently. How to Contact Kevin:Sax Capital AdvisorsKevin’s email - kmoyer@saxllp.comKevin’s phone number: 973-472-6250​​Thank you for tuning in!To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.