Welcome back to The Private Equity Podcast by Raw Selection hosted by Alex Rawlings! Today’s guest is Joe Gerber, a proven Operating Partner and transformation expert. In this episode, we explore Driving EBITDA Growth Through Data Metrics. Joe shares actionable strategies on leveraging real-time data, optimizing decision-making, and taking reporting from good to great. Discover how Private Equity firms and portfolio executives can use data to identify inefficiencies, drive operational excellence, and boost EBITDA growth.

Breakdown:

[00:00] What does good reporting look like? Starting with excellence and working backward.

[00:12] Building effective teams without geographical limits.

[00:41] Joe’s background: Middle-market investment banking, transforming businesses, and PE advisory work.

[01:39] The biggest reporting mistakes PE firms make and how to correct them.

[02:36] Real-time reporting example: Cutting headcount by 30% and growing EBITDA.

[04:32] Metrics to track daily: Real-time insights to forecast performance.

[06:50] How real-time data leads to operational pivots and improved decision-making.

[09:15] Optimizing working capital to fuel growth and cash flow.

[11:33] Taking reporting from good to great: Key improvements PE firms need.

[13:01] Assessing management teams early with data-driven insights.

[15:46] Where to start: Key data points in multi-location businesses.

[18:41] Coaching CEOs: Common gaps and how to address them.

[20:19] Joe’s influences: The Art of Gathering, personal growth, and daily reads.

[22:43] Best way to connect with Joe: LinkedIn.

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Thank you for tuning in!

You can connect with Joe Gerber on LinkedIn here.

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Driving EBITDA Growth Through Data Metrics with Joe Gerber