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Podcast Episode

PE Insight Series: Non-Negotiable Attributes of a Scalable Platform Investment

Second Bite Podcast··4 June 2026·17 min

About this episode

In the second episode of the PE Insight Series, Todd Taskey hosts eight private equity executives to discuss the non-negotiable attributes they look for in scalable platform investments. In this episode… Scaling a company after a platform investment takes more than capital and ambition. What do private equity investors consider non-negotiable before backing a business for rapid growth and exit? Bill Sommerschield, Chad Scripps, Lee Minkoff, Larry Shangrin, Thomas Cooperrider, Stuart Colman, Jamie Kennedy, and Brian Schmidt discuss what makes a platform investment scalable. With host Todd Taskey, they talk about the importance of founder alignment, how strong teams and systems support growth, and the market traits that help drive successful exits.