Episode Details

On this episode, Ellen Havdala, Managing Director at Equity Group Investments, explains how a flexible capital base and an operator-led mindset shape a different approach to private equity. Hear how to evaluate barriers to entry, structure liquidity to withstand black swan events and assess true alignment with founders before a deal ever closes.Tune in to learn how patient capital changes decision-making—from holding periods to exit timing—and why culture, apprenticeship and incentive design drive repeat outcomes. The episode offers a practical lens on managing risk, growing alongside management teams and creating the kind of firm people want to partner with more than once.