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The Private Equity Podcast, by Raw Selection

The Private Equity Podcast, by Raw Selection

By: Alex Rawlings
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Hosted by Alex Rawlings, Managing Partner of Raw Selection, a specialist executive search firm. Join us as we interview the leading experts in Private Equity, unlocking their secrets of success to share with you.

Discover how some of the top Private Equity professionals got into Private Equity, how they rose to success and learn about some of the mistakes they made along the way.

Alex has strong connections to the Private Equity industry through his executive search firm, Raw Selection, which specialises in working with Private Equity firms and their portfolio companies across Europe and North America. Alex is straight talking and to the point and aims to unlock real gold you can build into your firm or portfolio companies. Find out more at www.raw-selection.com

© 2025 The Private Equity Podcast, by Raw Selection
Economics Personal Development Personal Finance Personal Success
Episodes
  • Data, Deals, and Disruption The Real AI Shift in Private Equity
    Nov 25 2025

    In this episode, Alex Rawlings speaks with Jamyn Edis, digital transformation expert, former VC-backed CEO, and NYU professor. Jamyn shares actionable insights on using AI, data, and automation to drive performance across private equity firms and their portfolio companies.

    From dynamic pricing models and A/B testing to agentic AI and accelerating product cycles, Jamyn explains how to cut through the hype, identify real opportunities, and turn AI into measurable value.

    ⏱️ Episode Highlights

    00:00 – Meet Jamyn Edis
    30+ years in consulting (Accenture), corporate (HBO, Take-Two), startups, and teaching at NYU. Focused on the intersection of tech, data, and private equity.

    02:23 – Common Mistake in PE
    Most firms treat data as plumbing, not strategy. Shift from backward-looking reporting to predictive and prescriptive analytics.

    03:48 – AI That Delivers ROI
    AI must be embedded into daily operations, not stuck in R&D. Productize, operationalize, and commercialize—or risk irrelevance.

    05:15 – How AI Builds on Data
    AI is powered by historical data but creates forward-looking insights. Use it to improve pricing, marketing, and operations.

    06:42 – Case Study: Take-Two Interactive
    Jamyn led data science initiatives to optimize pricing and marketing—replacing gut decisions with data-driven experimentation.

    08:08 – AI as PE’s Next Value Driver
    AI is the new operating system for PE. After leverage and digital transformation, the next edge is intelligence at scale.

    09:31 – Advice to PE Firms
    Skeptical? “Get out before the business gets out of you.” Overwhelmed? Start small, build prototypes, and focus on real use cases.

    11:04 – Agentic AI in Action
    Jamyn shares examples of cutting development cycles, boosting campaign ROI, and improving customer service with AI agents.

    13:26 – From Problem to Prototype
    Diagnose real pain points, create business and technical requirements, and build targeted AI tools that solve specific problems.

    14:50 – AI Won’t Replace Humans, But...
    Those who use AI will outperform those who don’t. Jamyn explains Jevons Paradox and why productivity leads to new jobs.

    18:46 – How Jamyn Diagnoses Opportunities
    Structured discovery process, stakeholder interviews, and clear roadmaps to identify where AI and tech can drive value.

    22:10 – Every PE Firm Needs an AI Stack
    Soon, AI tools will be as essential as data teams or web developers. Invest now in people, platforms, and processes.

    23:06 – The Future is AI + Human Judgment
    Firms that embed AI deeply—and pair it with operator judgment—will unlock the next generation of alpha.

    24:21 – Jamyn’s Book: The Fifth Horseman
    An exploration of how AI mirrors humanity and transforms the way we live and lead. AI is trained by us—and reflects us.

    29:07 – What Jamyn Reads & Recommends
    Books: The Hard Thing About Hard Things, Understanding Media
    Podcasts: Pivot, Ezra Klein
    TV: Succession – “Still the best corporate training program ever made.”

    Raw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.

    🔗 Connect with Alex Rawlings on LinkedIn: https://www.linkedin.com/in/alexrawlings/
    🌐 Visit Raw Selection: www.raw-selection.com

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    32 mins
  • How to Build a Go-To-Market Strategy That Scales in Private Equity
    Nov 18 2025

    Guest: Brian Gustason, Operating Partner at Craig Group
    Host: Alex Rawlings, Founder of Raw Selection

    🔍 Episode Summary:

    In this episode, Brian Gustason shares practical insights on building scalable go-to-market (GTM) strategies for lower-middle-market, PE-backed companies. With over 25 years of operating and advisory experience, Brian explains how to move beyond traditional, backward-looking due diligence and implement forward-focused GTM strategies across marketing, sales, and customer success.

    He walks through a real-world case study of transforming a $30M founder-led business—covering ICP development, sales process creation, lead qualification, and customer retention. Brian also discusses how marginal gains across key sales metrics (win rates, ACVs, churn) can compound into significant growth and how CEOs, sales leaders, and boards can drive accountability and execution.

    ⏱️ Timestamps:

    00:00 – Brian’s background and role at Craig Group
    01:30 – Why traditional due diligence often fails to assess growth
    03:00 – Real-world GTM transformation of a founder-led distributor
    06:00 – Building ideal customer profiles (ICPs) and prioritising markets
    09:00 – Improving lead qualification and using pre-suasion techniques
    14:00 – Structuring an effective, trainable sales process
    17:30 – Playbooks, documentation, and AI tools to support sales
    20:00 – Importance of coaching and ongoing process evolution
    23:00 – Growth 2.0: Compounding small improvements across KPIs
    27:00 – Who owns GTM? Role of CEO, sales leaders, and the board
    29:00 – Brian’s content recommendation: The 80/20 Principle and his LinkedIn series

    📚 Resources:

    • Craig Group: www.craiggroup.io
    • Connect with Brian on LinkedIn: Brian Gustason
    • Book Recommendation: The 80/20 Principle by Richard Koch

    Raw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.

    🔗 Connect with Alex Rawlings on LinkedIn: https://www.linkedin.com/in/alexrawlings/
    🌐 Visit Raw Selection: www.raw-selection.com


    Looking to grow your team? Check out our Hiring Guides

    for proven strategies, templates, and best practices to make smarter hires.

    Show More Show Less
    32 mins
  • Inside Alpine Investors: How Mark Strauch Scales Leadership to Drive 1,000+ Deals
    Oct 21 2025

    🎙️ The Private Equity Podcast – Mark Strauch, Founding Partner & President, Alpine Investors

    ⏱️ Key Takeaways & Timestamps:

    00:00 – Intro
    Alex welcomes Mark Strauch to discuss Alpine’s unique leadership-driven approach in private equity.

    01:00 – From CEO to PE Leader
    Mark shares his journey from operator to co-founding Alpine, now with $20B+ AUM.

    02:08 – The Industry’s Problem: Lack of Differentiation
    Alpine avoids the “deal shop” model, focusing instead on mission-driven, talent-led investing.

    05:24 – Talent as Strategy
    Alpine’s core philosophy: talent wins. Their “Unleashing Heroes” mantra puts leadership at the heart of every investment.

    06:50 – Add-On Acquisitions at Scale
    Over 1,000 deals to date, using each as an opportunity to deploy great talent and drive integration.

    08:39 – Alpine’s Internal Playbook
    Quarterly OFI (Opportunities for Improvement) projects, one-page strategic plans, and a long-term vision define how Alpine operates like a portfolio company.

    10:59 – Lessons from Failure
    Fund 1 struggled, prompting a shift to talent-first strategy during the 2008 crisis, guided by executive coach Tom Vacola.

    15:00 – Building the CEO Bench
    Programs like CEO-in-Residence and CEO-in-Training (CIT) bring in and develop top talent—Alpine is now the top recruiter at elite business schools.

    18:31 – Attributes Over Resumes
    They hire for grit, humility, and emotional intelligence—qualities highly correlated with CEO success.

    20:00 – Real-Time Leadership Development
    CITs train on the job with structured learning in both hard and soft skills, plus internal peer-learning pods.

    24:00 – What Great CEOs Do
    Traits include pace, clarity, resilience, focus, and the ability to inspire and win.

    27:37 – Alpine’s Ongoing Constraint: Talent
    Even now, talent remains the #1 priority across Alpine and its talent-constrained portfolio sectors.

    30:47 – Lessons in Building Alpine
    Create a strategy only you can win—play a different game, not the same one better.

    32:38 – Operator Empathy = Better Investing
    Being a former CEO helps Mark bring realism and focus to underwriting and board roles.

    34:05 – Book & Coaching Insights
    Recent reads include Boyd, The Bible, and classic philosophy. Coaching tip: great coaches help you unlock your own answers.

    39:50 – Connect with Mark
    💼 Alpine Investors

    Raw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.

    🔗 Connect with Alex Rawlings on LinkedIn: https://www.linkedin.com/in/alexrawlings/

    🌐 Visit Raw Selection: www.raw-selection.com


    Looking to grow your team? Check out our Hiring Guides

    for proven strategies, templates, and best practices to make smarter hires.

    Show More Show Less
    41 mins
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