The Truth About Private Equity From a Founder's Perspective with Rod Jimenez

Deal Sourcery

Rod Jimenez, CEO of Sceptre Hospitality Resources (SHR), joins the podcast today to share his experience and insights on driving technological innovation in the hospitality industry. He reviews some of SHR’s history as well as its recent strategic partnership with Access Group and Guestline, highlighting how their AI-powered solutions and automation streamline hotel management. He explains how, with SHR’s unified platform, hotels can optimize guest booking, revenue management, and distribution across multiple channels.

Rod also emphasizes the importance of building strategic partnerships, including private equity, to drive long-term business growth in the hotel industry. Today’s episode is filled with essential insights into how the future of hospitality tech is shaping the industry, and how SHR fulfills its role as an industry leader, helping hotels succeed through innovation.

Episode Highlights:

0:00 Intro: Hotel Tech M&A & SHR's Access Partnership

1:15 SHR's Growth Story: Hotel Management Technology

2:21 SHR's Hotel Tech Stack: Unified Application Suite

4:38 Private Equity in Hotel Tech: First Experiences

5:04 Early-Stage Founder & PE: Conversations & Deal Sourcing

6:00 Strategic Investor Partnership: SHR & Singapore Investor

9:00 Finding the Right PE Partner: Alignment & Outcomes

13:00 How Many PE Firms Should a Founder Talk To?

14:30 Filtering PE Outreach: Identifying Genuine Interest

15:30 Serent Capital & SHR: Building a Relationship

17:00 Relationship Building in M&A: Why It Matters

21:56 Effective PE Outreach: Engaging Founders Like Rod Jimenez

22:17 Responding to PE Outreach: A Founder's Perspective

27:30 Inbound M&A Interest: How Much is Normal?

28:42 Increased PE Interest: Timing & Market Dynamics

30:00 Tracking PE Conversations: A Founder's Process

30:31 What Founders Look for in PE Investors

35:00 PE Engagement Techniques: What Works for Founders

39:00 Private Equity Due Diligence: Approaching New Industries

42:30 The Right Time for a PE Deal

45:48 Post-Acquisition Integration & The Future of Hotel Tech

49:17 The Value of Private Equity: A Founder's Perspective

49:31 Private Equity Boards: Impact & Strategic Growth

53:27 Deal Sourcing Tips for Private Equity Professionals

59:34 Private Equity Defined: Optionality for Founders

59:44 Connect with Rod Jimenez

Key Takeaways:

"Build trust and be genuine."

"Approach with curiosity, not false conviction. Be honest if you don't know the space."

"In private equity, character trumps everything.”

"The value of a board is in collective wisdom and pushing you to grow."

"Don't stretch your expertise. If you don't know, just say you're curious to learn."

"Optionality is key in private equity. It provides choices for founders."

"The real work starts after the transaction. Focus on integration and delivering on expectations."

Links:

Dan Herr: https://www.linkedin.com/in/danielherr/

Matt Rooney: https://www.linkedin.com/in/matt-rooney-coastalpartners/

Rod Jimenz: https://www.linkedin.com/in/rodrigojimenez/

SHR Group: https://shrgroup.com/