Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

No, this podcast does not typically feature guests.

Private Equity Conversations with Fexingo: PE Funds, Buyouts, and Long-Hold Investing

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by Fexingo

111 episodes

Updated Daily

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Podcast Overview

Lucas and Luna sit down at the partner desk to examine the mechanics of private equity — buyout structures, fund economics, and long-hold strategies. Each episode dissects a single deal or fund, from the LBO model that acquired Dollar General in 2007 to the multi-decade hold of Constellation Software by Leonard Green. Lucas brings the numbers: IRR calculations, fee waterfalls, and debt-to-EBITDA ratios. Luna pushes back on the human side — why a founder sells, how the PE firm reshapes governance, and whether long-hold investing actually reduces the perverse incentives of the traditional 10-year fund cycle. Together, they balance the technical with the strategic, always anchored in real cases. This show is for the analyst who wants to understand accretion vs. dilution, the GP who questions carried interest structures, and the LP trying to differentiate between value creation and multiple expansion. No fundraising pitches, no off-the-record gossip — just a rigorous, two-sided conversation about how PE actually works, and whether it works for whom. Will the rise of continuation funds solve the liquidity problem or entrench conflicts of interest? #PrivateEquity #Buyouts #LBO #FundEconomics #CarriedInterest #ValueCreation #DollarGeneral #ConstellationSoftware #LeonardGreen #CapitalAllocation #DebtFinance #IRR #LongHold #ContinuationFunds #Governance #Business #FexingoBusiness #Finance Keep every episode free: <a href="https://buymeacoffee.com/fexingo">buymeacoffee.com/fexingo</a>

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Publishing Since

5/19/2026

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Recent Episodes

July 23, 2026

How Private Equity Is Buying Up Auto Body Repair Shops

Episode 129 of Private Equity Conversations with Fexingo. Lucas and Luna drill into the consolidation of auto body repair shops by private equity firms. They start with a specific case: in 2022, a midsize PE firm acquired a 14-shop chain in the Midwest, then rolled up 22 more independents within 18 months. The hosts unpack the economics: why body shops are attractive targets (recurring demand from insurance claims, fragmented ownership, cash flow resilience), how PE buyers use 'buy-and-build' strategies to create regional platforms, and what happens to shop owners who sell but stay on as operators. They also discuss the pushback from independent garages and state regulators looking at consolidation in consumer repair markets. A focused, numbers-driven look at how private equity is reshaping a $70 billion industry one collision center at a time. #PrivateEquity #AutoBody #BuyAndBuild #CollisionRepair #Consolidation #PEInvesting #FragmentedIndustry #Midwest #Insurance #MAndA #BusinessFinance #FexingoBusiness #BusinessPodcast #PrivateEquityConversations #LucasAndLuna #Finance #Investing #RollUp Keep every episode free: <a href="https://buymeacoffee.com/fexingo">buymeacoffee.com/fexingo</a>

July 23, 2026

How Private Equity Is Buying Up Tax Preparation Firms

Episode 128 of Private Equity Conversations with Fexingo. Lucas and Luna explore why PE firms are consolidating tax preparation chains, focusing on the $12 billion deal for H&R Block in 2024. They discuss the fragmented mom-and-pop market, recurring revenue from tax filing and audit protection, and the operational playbook of rolling up small offices into a national platform. Specific numbers: 60,000 independent preparers generate $18 billion in annual revenue, with 40% margins for multi-office chains. The hosts also examine the risk of AI replacing human preparers and how PE firms are betting on in-person service for complex returns. #PrivateEquity #TaxPreparation #HAndRBlock #PEBuyouts #RollUpStrategy #Finance #Business #MAndA #RecurringRevenue #TaxFiling #SeasonalBusiness #AIAndTax #SmallBusiness #Consolidation #AuditProtection #LucasAndLuna #FexingoBusiness #BusinessPodcast Keep every episode free: <a href="https://buymeacoffee.com/fexingo">buymeacoffee.com/fexingo</a>

July 22, 2026

How Private Equity Is Buying Up Mobile Home Parks

Private equity has spent the last decade quietly consolidating manufactured housing communities—mobile home parks. In this episode, Lucas and Luna examine one deal: the $1.6 billion acquisition of a portfolio of 140 parks by a large PE firm in late 2025. They unpack the economics: mobile homes sit on rented land, giving park owners pricing power with low churn. Listeners learn about lot rent growth, the regulatory pushback, and why residents often have no good alternative. A focused case study on a corner of real estate that most investors overlook. #PrivateEquity #MobileHomeParks #ManufacturedHousing #RealEstate #Buyouts #Finance #Business #Investing #Podcast #FexingoBusiness #BusinessPodcast #LucasAndLuna #Episode127 #LotRent #LandLease #AffordableHousing #InstitutionalCapital #PEFunds Keep every episode free: <a href="https://buymeacoffee.com/fexingo">buymeacoffee.com/fexingo</a>

111 total episodes available

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What is Private Equity Conversations with Fexingo: PE Funds, Buyouts, and Long-Hold Investing?: Lucas and Luna sit down at the partner desk to examine the mechanics of private equity — buyout structures, fund economics, and long-hold strategies. Each episode dissects a single deal or fund, from the LBO model that acquired Dollar General in 2007 to the multi-decade hold of Constellation Software by Leonard Green. Lucas brings the numbers: IRR calculations, fee waterfalls, and debt-to-EBITDA ratios. Luna pushes back on the human side — why a founder sells, how the PE firm reshapes governance, and whether long-hold investing actually reduces the perverse incentives of the traditional 10-year fund cycle. Together, they balance the technical with the strategic, always anchored in real cases. This show is for the analyst who wants to understand accretion vs. dilution, the GP who questions carried interest structures, and the LP trying to differentiate between value creation and multiple expansion. No fundraising pitches, no off-the-record gossip — just a rigorous, two-sided conversation about how PE actually works, and whether it works for whom. Will the rise of continuation funds solve the liquidity problem or entrench conflicts of interest?

#PrivateEquity #Buyouts #LBO #FundEconomics #CarriedInterest #ValueCreation #DollarGeneral #ConstellationSoftware #LeonardGreen #CapitalAllocation #DebtFinance #IRR #LongHold #ContinuationFunds #Governance #Business #FexingoBusiness #Finance

Keep every episode free: <a href="https://buymeacoffee.com/fexingo">buymeacoffee.com/fexingo</a>
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: No, this podcast does not typically feature guests.

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