Sean Klimczak

The Houlihan Lokey Healthcare Team is excited to announce our upcoming conference this fall! The event will feature insightful discussions, valuable networking opportunities, and an exploration of the latest trends in healthcare services and healthcare technology. More details to follow. #healthcare #healthcaretechnology #hcit

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PE - Hedge Funds Hit by Lack of PE Exits (and one way that PE firms can boost exits) Financial Times: https://lnkd.in/edACss_X FYI - one way to get more PE exits is for the PE fund to have a domain expertise GTM and have deep knowledge on how to increase the Revenue Growth of portfolio companies which boosts cash, profits and margins. --- #pe #privateequity #business

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Secondaries and GP stakes are harmonious areas of investment: both capitalize on the growth in private markets… firms are increasingly recognizing the benefits that a partnership can bring in terms of providing capital and expertise.     Thanks to PEI for the feature and Ward Young for the partnership on the demand we’re seeing across the GP stakes landscape!  

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The recently published Institutional Investor Digital Asset Study from Fidelity Investments certainly has some eye opening stats to browse through. Cudos to the team for a clear and concise overview. What stuck out most was the top reason investors cited for their change of view on the space... 💡 increased understanding 💡 This is still a new asset class, demonstrably so in the United States where acceptance has been slow. Increased education and understanding is paramount. Anyone with questions, reach out, always happy to answer incoming messages. Some other interesting tidbits: 1) Price volatility remains one of the largest barriers to entry [more thoughts to share here but at a later date...] 2) 30% of respondents saw digital assets as their own, unique asset class [interesting, what is your allocation to it?] 3) US investors remain the least accepting of digital assets [I think this really goes back to the first point of the post, increased understanding and truly think the tide is turning] If you are curious about the space, here to help through it. As someone who spent a decade working with fintechs and financial companies I get the skepticism. As an investor however, skate to where the puck is going, not where it has been the past twenty years #digitalassets #crypto #blockchain Full Survey (link below) https://lnkd.in/g7h2_Bq8

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Global M&A market seeing hopes of improvement for 2024. Regionally we’re seeing a maturing more active market. The below post gives you a quick glimpse on what’s happening

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My colleague Brent and I joined the latest #PrivateMarketsMadeHuman podcast episode to discuss the trends, challenges and opportunities found in today's #infrastructure investing landscape. Check out the episode here: https://gag.gl/wn85xy

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Read our latest article on Creating an Ownership Culture. This piece dives into how fostering a sense of ownership among employees can lead to remarkable outcomes for both the team and the organization. Here at KKR we are committed to providing ownership to all employees in all new controlled deals, building on recent successes of our Broad-Based Ownership Program. Whether you're a leader seeking to enhance your company's culture or an employee interested in the dynamics of workplace engagement, this article offers valuable perspectives. 👉 Read article here: https://lnkd.in/ejVc2ffd You can download the full report here: https://lnkd.in/ee_vT2rs #Leadership #BusinessCulture #EmployeeEngagement #KKR

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For some insight into what I look for in companies, check out Good Revenue's recent podcast!

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Very interesting interview about the global outlook of Private Equity and M&A deals. It’s clear that regionally (GCC) our markets have been more resilient and active than other markets globally.

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I recently had the pleasure of speaking with and learning from several software execs from our portfolio companies and industry experts during Thoma Bravo's AI Summit in Miami. It was great to share our insights into trends and practices we see in our portfolio and how we manage opportunities and risks. At TB, we have a long history of guiding enterprise software companies through digital transformation, and we’re already navigating the transition driven by generative AI. Our focus is on managing this new innovation by absorbing the technology to bring meaningful benefits to our portfolio companies and indirectly to their customers. And it’s evolving fast! We see our portfolio companies today using gen AI in generally three ways: first, to create new products and provide customers with incremental use cases. Second, to defend against cyber attacks that have become much more sophisticated by bad actors. And third, as an enabler of talent to make business operations run more efficient and productive. In our view, AI presents a significant growth opportunity, but we also believe that to really maximize that potential, companies should carefully evaluate the risks and be thoughtful about governance, trust, security and data privacy. AI is poised to accelerate innovation and it’s hard to predict the full, transformative potential of AI, but we are confident that some of the advantages of incumbent knowledge and data will be key to unlocking its value.

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PE - The Future of PE Investing Is All About...(Source: Partners Capital) Great data-driven insights from Partners Capital (an Investment Management service acting for endowments & foundations investing as LPs in PE) - by Daniel L. & Stan Miranda at Partners Capital: https://lnkd.in/eszXTMej "...we believe the Private Equity industry is currently experiencing a paradigm shift that will result in all Private Equity investors (LPs and GPs) focusing almost exclusively on the ability of the PE firm to grow portfolio company earnings faster than under the previous ownership. We refer to this as the PE owner’s post-acquisition operational value add (PAOVA), which is their set of skills and tools that are a core source of value creation. We believe the future is about identifying the firms with the greatest – and most repeatable – PAOVA capabilities." #business #pe #privateequity #investing #growth #valuecreation

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Industry publications are referring to Digital Infrastructure as the next frontier for real estate. Find out why DI is gaining interest among traditional real estate investors and what the parallels are between these investment models... https://lnkd.in/eqPGE4yF

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Hear from Altamont Capital Partners, Ares Management Corporation, EQT Group and Investindustrial this September 4-5 at the Responsible Investment Forum: West. Gain actionable insights on the latest trends and themes impacting sustainable investments on the dynamic west coast, including The integration of ESG into value creation plans. Download the latest agenda to find out more: https://okt.to/SHt9MC #RIFWest #ESG #ValueCreation #SustainableInvestments

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Secondaries and structured liquidity solutions provide creative portfolio management tools for both sponsors and investors as they alleviate the duration mis-match problem particularly exacerbated by the sustained high base rate environment. 

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New research by Cambridge Associates and BCG shows that private equity and venture capital firms whose ownership is predominantly women or people of color may unlock access to differentiated deal flow for their limited partners and other investors. Read the full article here: https://ow.ly/TlZC50RQxvt

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🎙️Excited to share my recent conversation on "The Business of HLTH" podcast where we delve into the dynamic intersection of finance and #lifesciences. As a #CFO dedicated to advancing the industry, I discuss the nuances of venture investing, M&A, and strategic financial planning that can propel life sciences organizations forward. 🔗Tune in to gain insights into how we at Tialma provide tailored CFO solutions that not only manage but enhance the financial and operational aspects of life sciences companies, ultimately maximizing shareholder value. Whether you're involved in biotech, medtech, or looking to understand the financial intricacies of the industry, this episode offers valuable perspectives. 👉Listen to the episode here: https://lnkd.in/e6Yx8swQ Feel free to connect and discuss how strategic financial leadership can make a measurable impact in the life sciences sector.

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I’m excited to join a panel tomorrow at the AAAIM VC Summit 2024 at the MIT Tang Center. Our discussion, 'Navigating the Venture Terrain: Strategies from Allocators will dive deep into the complexities of venture capital allocation. Looking forward to a day of engaging dialogue and insights! #AAAIM #VentureCapital #InvestmentStrategies #VCsummit #EarlyStageVentureCapital

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🚀 2023 was a record year for the secondary market with $103B in closed transaction volume. 📈 The secondary market is still in its early days if you consider that VC and PE funds are holding almost $4T in unexited assets. With LPs pulling back new allocations from all but the largest, most reliable funds, it is no surprise that Apollo Global Management, Inc. forecasts the secondary market to double or even triple in size by 2027. 🔑 As LPs want to manage their private markets portfolio dynamically, secondaries represent an exit path for PE and VC funds that cannot be ignored. Having a liquidity strategy should be part of every GP's toolbox to generate distributions for their Limited Partners.

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