Beer Stories for Private Equity

Hosted by MonogramGroup

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Dec 2025

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About the show

Welcome to Beer Stories for Private Equity: a virtual happy, tapping into 28 years of private equity experience… one pint at a time.

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30 recent

December 18, 202527 min

"Evolving Industry" Takeover: Operationalizing Brand: The PE Strategy for Rollups

This podcast is powered by MonogramGroup (https://www.monogramgroup.com/). Welcome to Beer Stories for Private Equity! In this special "Evolving Industry" Takeover episode, our friend, George Jagodzinski from Intevity, flips the script—taking over as guest host and putting Scott in the hot seat. Among their beer stories, George and Scott dive into MonogramGroup’s 30 years in PE, explaining why the operating partner role has become essential—and how it reframes public perceptions of PE by focusing on real value creation in the middle market. The conversation tackles the hard work of executing brand strategy in rollups, from herding founder-led companies through name changes to navigating cultural transitions that unlock millions in valuation. Scott also details the craft of complex problem-solving that delivers world-class impact to essential, unsexy businesses. We know you’ll enjoy their convo. - We are receiving great responses to our podcast, and have several guests scheduled for upcoming episodes. If you would like to be considered as a guest in our lineup, please email smarkman@monogramgroup.com. - To learn more about George Jagodzinski, please visit: https://www.linkedin.com/in/georgejag/ To learn more about Intevity at intevity.com/ and the Evolving Industry Podcast at intevity.com/podcast/.

December 2, 2025Episode 2728 min

Episode 27: Dancing Between the Toes of Elephants: The Complete Guide to PE

This podcast is powered by MonogramGroup (https://www.monogramgroup.com/). This episode of Beer Stories for Private Equity is sponsored by Private Equity Professional, PE's news leader since 2007. Stay connected to the latest news, insights and trends in private equity at peprofessional.com. - Welcome to Beer Stories for Private Equity! In our 27th episode, we are joined by Mike Magliochetti, Ph.D., Operating Partner at Riverside Partners. Among their beer stories, Scott and Mike discuss how he found his way into private equity as a Ph.D. in chemical engineering, how challenging it was to navigate and get comfortable in PE, and why that inspired him to write the groundbreaking book Dancing Between the Toes of Elephants. We know you’ll enjoy their convo. - We are receiving great responses to our podcast, and have several guests scheduled for upcoming episodes. If you would like to be considered as a guest in our lineup, please email smarkman@monogramgroup.com. - Follow Michael Magliochetti, Ph.D., on LinkedIn (https://www.linkedin.com/in/michael-magliochetti-9905371/). Learn more about Riverside Partners at https://riversidepartners.com/.

November 18, 2025Episode 2628 min

Episode 26: Real Branding: Re-Inventing a Category

This podcast is powered by MonogramGroup (https://www.monogramgroup.com/). This episode of Beer Stories for Private Equity is sponsored by Private Equity Professional, PE's news leader since 2007. Stay connected to the latest news, insights and trends in private equity at peprofessional.com. - Welcome to Beer Stories for Private Equity! In our 26th episode, we are joined by Pete Moore, Founder and Managing Partner of Integrity Square in NYC. Among their beer stories, Scott and Pete discuss the role of team sports in establishing a firm culture, Pete’s career in health and wellness deals, and the origin story of re-inventing that category name into the HALO (Health, Active Lifestyle & Outdoors) brand. We know you’ll enjoy their convo. - We are receiving great responses to our podcast, and have several guests scheduled for upcoming episodes. If you would like to be considered as a guest in our lineup, please email smarkman@monogramgroup.com. - Follow Pete Moore on LinkedIn (https://www.linkedin.com/in/peteymo/). Learn more about Integrity Square at integritysq.com.

November 4, 2025Episode 2525 min

Episode 25: 1+1 = 3: A&M meets Harvard meets value creation with brand

This podcast is powered by MonogramGroup (https://www.monogramgroup.com/). This episode of Beer Stories for Private Equity is sponsored by Private Equity Professional, PE's news leader since 2007. Stay connected to the latest news, insights and trends in private equity at peprofessional.com. - Welcome to Beer Stories for Private Equity episode 25. We are joined by our friend and colleague Eliot Kerlin, Jr., Managing Partner of Broadwing Capital in Dallas. Among their beer stories, Scott and Eliot discuss the higher/further/faster meaning behind “Broadwing,” his firm’s operational approach to portcos (and how brand is critical to that), and the shared maroon color of his two alma maters. We know you’ll enjoy their convo. - We are receiving great responses to our podcast, and have several guests scheduled for upcoming episodes. If you would like to be considered as a guest in our lineup, please email smarkman@monogramgroup.com. - Follow Eliot Kerlin, Jr. on LinkedIn (https://www.linkedin.com/in/ekerlin/). Learn more about Broadwing Capital at broadwingcap.com.

October 21, 2025Episode 2425 min

Episode 24: PE in The Great White North

This podcast is powered by MonogramGroup (https://www.monogramgroup.com/). This episode of Beer Stories for Private Equity is sponsored by Private Equity Professional, PE's news leader since 2007. Stay connected to the latest news, insights and trends in private equity at peprofessional.com. - Welcome to Beer Stories for Private Equity episode 24. We are joined by John Ruffolo, Founder & Managing Partner of Maverix Private Equity in Toronto. Among their beer stories, Scott and John discuss the distinct characteristics of Canadian private equity, his firm’s unique investing model and life in the great city of Toronto. We know you’ll enjoy their convo. - We are receiving great responses to our podcast, and have several guests scheduled for upcoming episodes. If you would like to be considered as a guest in our lineup, please email smarkman@monogramgroup.com. - Follow John Ruffolo on LinkedIn (linkedin.com/in/joruffolo). Learn more about Maverix Private Equity at maverixpe.com.

August 26, 2025Episode 2326 min

Episode 23: The PE Guy Unmasked

This podcast is powered by MonogramGroup (https://www.monogramgroup.com/). This episode of Beer Stories for Private Equity is sponsored by Private Equity Professional, PE's news leader since 2007. Stay connected to the latest news, insights and trends in private equity at peprofessional.com. - Welcome to Beer Stories for Private Equity! In our 23th episode, we are joined by Johnny Hilbrant Partridge, the content creator behind the wildly popular PE Guy character. Among their beer stories, Scott and Johnny discuss the How and the Why behind the creation of the PE Guy character and its explosion in followers. We know you’ll enjoy their convo. - We are receiving great responses to our podcast, and have several guests scheduled for upcoming episodes. If you would like to be considered as a guest in our lineup, please email smarkman@monogramgroup.com. - Follow Johnny Hilbrant on Instagram (https://www.instagram.com/johnnyhilbrant/).

July 8, 2025Episode 2221 min

Episode 22: Beyond the J-Curve: Leading Boldly in Private Equity

This podcast is powered by MonogramGroup (https://www.monogramgroup.com/). Welcome to Beer Stories for Private Equity! In our 22nd episode, we are, again, joined by Kris Kluver to conclude our special two-part episode. Among their beer stories, Scott and Kris Kluver challenge conventional private equity thinking by rejecting the slow-growth “J-curve” model and advocating for rapid ROI and clear, collaborative performance goals post-acquisition. They also explore how leaders can create greater impact by stepping away from operational minutiae to focus on vision, strategic relationships, and subconscious innovation. We know you’ll enjoy their convo. - Thank you for listening to our episode today. If you’re interested in joining one of Kris’s Peer-circles, Use promo code “beer stories” at kriskluver.com and receive a 20% discount for the first 6 months. - We are receiving great responses to our podcast, and have several guests scheduled for upcoming episodes. If you would like to be considered as a guest in our lineup, please email smarkman@monogramgroup.com. - Follow Kris Kluver on LinkedIn (https://www.linkedin.com/in/kriskluver/). Learn more at www.kriskluver.com.

June 24, 2025Episode 2125 min

Episode 21: Disrupt or Be Disrupted

This podcast is powered by MonogramGroup (https://www.monogramgroup.com/). Welcome to Beer Stories for Private Equity! In our 21st episode, we are joined by Kris Kluver for a special two-part episode. Among their beer stories, Scott and Kris Kluver discuss why growth requires discomfort, how leaders can break through personal and organizational barriers, and what it really takes to scale companies like Exodus through audacity and clarity. We know you’ll be engaged by their convo. - Thank you for listening to our episode today. If you’re interested in joining one of Kris’s Peer-circles, Use promo code “beer stories” at kriskluver.com and receive a 20% discount for the first 6 months. - We are receiving great responses to our podcast, and have several guests scheduled for upcoming episodes. If you would like to be considered as a guest in our lineup, please email smarkman@monogramgroup.com. - Follow Kris Kluver on LinkedIn (https://www.linkedin.com/in/kriskluver/). Learn more at www.kriskluver.com.

April 28, 2025Episode 2027 min

Episode 20: Deal Economics, in Real Time.

This podcast is powered by MonogramGroup (https://www.monogramgroup.com/). Welcome to Beer Stories for Private Equity! In our 20th episode, Reed Van Gorden, Managing Director at Deerpath Capital, joins us again. In a first for Beer Stories, Scott and Reed just riff on the impact on the lower middle market from the day-to-day political and economic developments being implemented by the Trump administration. We know you’ll be engaged by their convo. - We are receiving great responses to our podcast, and have several guests scheduled for upcoming episodes. If you would like to be considered as a guest in our lineup, please email smarkman@monogramgroup.com. - To learn more about Reed Van Gorden please visit: https://www.linkedin.com/in/rvgcfa/

April 15, 2025Episode 1923 min

Episode 19: Landing & Expanding in Europe: Insights on Transatlantic Growth & Capital

This podcast is powered by MonogramGroup (https://www.monogramgroup.com/). Welcome to Beer Stories for Private Equity! In our 19th episode, we are joined by Stephen Kelly, Co-Managing Partner at Ivy Capital in Dublin. Among their beer stories, Scott and Stephen discuss Stephen’s early journey—from his time at Trinity College and experiences traveling through Australia, New Zealand, and Southeast Asia to founding Ivy Capital with a unique transatlantic approach. They explore how the firm supports a diverse range of American companies in entering the European, UK, and Irish markets, unpack the “secret sauce” behind their success, and discuss trends in capital raising—including a major spoiler: there’s $3 trillion in dry powder waiting to be deployed this year. We know you’ll enjoy their convo. - We are receiving great responses to our podcast, and have several guests scheduled for upcoming episodes. If you would like to be considered as a guest in our lineup, please email smarkman@monogramgroup.com. - To learn more about Stephen Kelly please visit: https://www.linkedin.com/in/stephen-kelly-47a76911