The LAB: Value Creation in Private Equity

In this episode of The LAB: Value Creation in Private Equity, Scott and Nick sit down with Mark Gormley, Founding Partner at Lee Equity Partners, to discuss how private equity can build lasting value in healthcare services.Mark walks through his background in financial services and his 25+ years investing in healthcare, offering an inside look at how Lee Equity approaches physician practice management (PPM) and healthcare roll-ups. The conversation dives into Solaris Health, one of Lee Equity’s standout success stories, exploring what made it work when so many PPM deals fail to scale.The episode breaks down:Why PPM roll-ups are among the hardest in private equityHow Lee Equity built Solaris into a national urology leader with 800+ providersThe balance between integration and physician autonomyLessons from cross-pollinating leaders and best practices across portfolio companiesIt’s a masterclass in how to build a real business, not just aggregate EBITDA.

In this episode of #TheLAB, Scott Estill and Nick Creasey sit down with Rob Heyvaert, Founder and Managing Partner at Motive Partners.Rob shares the arc of his career, from engineering the algorithm that powered the Euro’s clearing and settlement system, to building and scaling CAPCO, to founding Motive Partners, and the philosophy behind his firm’s success: combining investors, operators, and innovators to drive alpha in fintech.They discuss:How deep operational experience differentiates investors in financial technology.Why WealthTech, particularly in private market infrastructure, is ripe for disruption.The concept of a “frictionless network” connecting private markets, and why wealth advisors, investors, and entrepreneurs alike aren’t ready for the shift ahead.Rob’s take on staying curious, the future of AI in financial services, and the discipline of knowing when not to act first.

Ari Lefkovits from Delos Capital joins #TheLAB to unpack how his firm merges restructuring expertise with private equity investing to unlock value in complex situations.From his time at Lazard to his current role at Delos, Ari explains how early preparation, coalition-building, and cultural alignment can turn distressed assets into success stories.We cover:How and when to act when “yellow lights” start flashingWhy culture often matters more than capital structureCommon mistakes sponsors make in special situationsHow Delos balances advisory work and investment rolesA candid look at the intersection of capital solutions, partnership, and transformation in today’s private markets.

On this episode of The LAB Podcast: Value Creation in Private Equity, we sit down with Jean-Louis and Randy; two longtime friends and industry veterans who are redefining how investors access private equity.Jean-Louis, co-founder of SVP, and Randy, a professor with deep roots in alternative investing, share how their journey led to building a business around what some call an oxymoron: liquid private equity.We cover:Why private equity has historically outperformed public marketsThe challenge of liquidity and the innovation behind “liquid PE”How CIOs, institutions, and even retail investors can integrate this modelThe democratization of access to PE-type returnsThis conversation explores the future of portfolio construction and why liquid private equity may be the next major innovation in the industry.

In this episode of The LAB Podcast, we sit down with John Ioannou, a rare executive who has worn nearly every hat in the private equity ecosystem: CEO, chairman, operating partner, and investor.John shares how his dual perspective as both operator and partner shaped his approach to building trust with management teams, why culture and leadership are just as critical as financial diligence, and how AI is reshaping competitive moats across industries.We cover:The evolving role of operating partners in private equityLessons from leading three roll-ups across different industriesWhy integration, culture, and leadership can make or break enterprise valueThe importance of mentorship as a force multiplier for talentWhether you’re an investor, operator, or board member, John’s insights provide a roadmap for creating sustainable enterprise value in today’s market.