Episode 96: Jeremy Schein of Corsair Capital on Driving Enterprise Value in Financial Services with Strategic Collaboration
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On this episode
On this episode Shiv interviews Jeremy Schein, Partner and Member of the Buyouts Investment Committee at Corsair Capital, to discuss how private equity firms can drive enterprise value in financial services through collaborative operating expertise.
Jeremy shares Corsair’s approach to partnering with management teams in fintech, payments, and adjacent sectors, emphasizing the importance of aligning on value creation strategies early. He explores how their operating partner model leverages technical expertise in human capital, product technology, and go-to-market strategies to transform portfolio companies.
He also dives into navigating the complexities of AI integration, balancing short-term priorities with long-term investments like rebranding, and ensuring management teams are equipped to execute on ambitious growth plans.
Get answers to these questions:
- Do proprietary deals still exist in private equity?
- Should a mid-market firm build operating expertise in-house or tap outside experts?
- How do you get management teams to accept post-close changes?
- How can AI make executive team assessments more useful?
- Why do talent changes need to happen early in the hold period?
- Is it better to decide quickly than to get it exactly right?
- When is rebranding a portfolio company worth the investment?
- How should exit readiness shape priorities in the first years?
- How should investors assess AI displacement risk before a deal?
- Is the AI threat to established businesses overblown?
Why is technical expertise replacing industry experience in PE?
“Historically in private equity, even if you think about how boards are set up or how advisors are brought in, it’s based on industry experience ... I’ve seen it with a lot of PE firms where it is switching, where a lot of these domains require deep technical expertise, and you need the person to actually come in and get their hands dirty and understand how to fix a business or get it professionalized.”
Shiv Narayanan, CEO and founder of How To SaaS
The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.
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