Driving EBITDA Growth Through Data Metrics with Joe Gerber

The Private Equity Podcast, by Raw Selection

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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