Adapting to Change: Philip Lewis' Strategy in Private Equity

BluWave’s Karma School of Business

In this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, sits down with Philip Lewis, Partner at Fulcrum Equity Partners. From his early days in investment banking to his significant role in shaping Fulcrum Equity Partners, Philip shares his unique journey into the private equity world. This conversation explores the dynamic landscape of private equity fundraising, the importance of adaptability in career paths, and Philip's insights into the future of the industry. Join us as we delve into the strategies for success in private equity and the impact of innovation on the sector's growth.

Episode Highlights:

• 1:06 - Philip's unconventional path to private equity, from communications to venture capital.
• 3:27 - The growth and evolution of Fulcrum Equity Partners from a startup fund to managing nearly a billion under management.
• 5:17 - Personal insights: Philip's early aspirations and experiences that shaped his professional outlook.
• 7:26 - Tackling challenges head-on: Philip's approach to problem-solving and crisis management.
• 15:26 - The role of culture and values in driving business success and team alignment.
• 22:21 - Navigating the current fundraising market: Trends and strategies for private equity firms.
• 29:33 - Philip's book recommendation and its relevance to professional growth and leadership.

For more information on Fulcrum Equity Partners, go to https://www.fulcrumep.com/

For more information on Phillip Lewis, go to https://www.linkedin.com/in/philiplewisfulcrum

For more information on BluWave and this podcast, go to https://www.bluwave.net