PE Insight Series: Deal Risks

In the fifth installment of the PE Insight Series, Todd Taskey chats with eight private equity executives about the common pitfalls that can cause promising deals to underperform. In this episode… Even the strongest deals can hide risks that only become clear after the ink is dry. When a company looks great on paper, how can investors uncover the people, culture, pricing, and market dynamics that could affect long-term performance? Thomas Cooperrider, Stuart Coleman, Jamie Kennedy, Brian Schmidt, Bill Sommerschield, Chad Scripps, Lee Minkoff, and Larry Shagrin discuss lessons from deals that underperformed. With host Todd Taskey, they share how leadership gaps, cultural misalignment, pricing assumptions, customer churn, and market shifts can shape outcomes after a transaction.