What do private equity firms really look for in an investment banking partner, and why do some bankers become trusted advisors while others remain transactional?

In this episode, Marc Jourlait, Lead Operating Partner at The Riverside Company, shares a rare behind-the-scenes perspective from the client side of private equity.

Having led global businesses at Apple, HP, Bose, Kodak and other international companies before becoming a CEO, Chairman, and Operating Partner, Marc now works alongside portfolio company CEOs to drive operational transformation and long-term value creation.

His unique experience gives investment bankers an inside look at what private equity firms truly value throughout the investment lifecycle.

We explore:

• Why the best investment bankers think like long-term partners - not transaction advisors.

• What private equity firms really expect from investment banking relationships.

• How operating partners translate investment theses into value creation plans.

• Why industry expertise and specialisation are becoming essential in today's M&A market.

He also shares powerful insights on:

• The role of operating partners in private equity and how they work alongside deal teams.

• Why CEOs and CFOs often struggle after private equity acquisitions.

• The importance of "clock speed" during a five-year investment cycle, and why every month matters.

• Building high-performance cultures through employee ownership and the Ownership Works initiative.

Including practical lessons on private equity, investment banking, value creation, leadership, operating excellence, culture, and building trusted client relationships.

If you're an investment banker, M&A advisor, private equity professional, corporate finance executive, or aspiring finance leader looking to strengthen client relationships, understand how private equity firms think, and create greater long-term value, this conversation is packed with actionable insights from one of the industry's leading operating partners.

Investment Banking Leaders Club:

https://ibleadersclub.com/

Host: Peter Nieberg (https://www.linkedin.com/in/peternieberg/)

Guest: Marc Jourlait (https://www.linkedin.com/in/marcjourlait/)

Sponsor: Altrum (https://www.altrum.com/)