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Private Equity Funcast

The PE Funcast is a weekly show featuring Devin Mathews and Jim Milbery -- partners at ParkerGale Capital. We discuss all things related to privately-owned middle market technology companies -- the kind of great businesses that are outside the sphere of venture capital.
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Now displaying: 2017
Nov 27, 2017

Devin and Jim talk about the major macroeconomic factors that affect Private Equity.     Here's a hint -- it's mostly a robust economy and lower interest rates.

Oct 31, 2017

Devin and Jim talk about the four basic Halloween villains -- Vampires, Frankenstein, Werewolves and Mummies -- and how PE deals often end up as one of these monsters. Plus, we do a fast review of the BEST Halloween candies and our most popular costumes when we were kids.

Oct 25, 2017

Devin & Jim welcome ParkerGale’s newest teammate to the FunCast. Cici joined us from Bain & Co to manage our go-to-market activities across the portfolio. Cici talks about her not-so-straight path to private equity, what her day to day job is like and modestly chalking up her career success to luck.

Oct 11, 2017

Devin and his daughter Quinn spend an hour with high school English teacher Nathaniel Small on exploring the challenges of teaching people. We talk about why it is so hard for an expert to teach a novice. How teaching in an academic setting can help you improve your teaching in a business setting? And why, in the end, it all comes back to Empathy, Storytelling, and Autobiography.

Oct 2, 2017

Listener Request! Devin & Jim take a look at private equity deals from the sellers' side of the table and cover questions such as: How do you select a PE buyer? What questions should you ask prospective buyers? What's negotiable and what's not? And all kinds of useful tips and tricks.

Sep 25, 2017

Talking with Anthony Onesto of the Konrad Group about "Digital Strategy". It means different things to different people and we make an attempt to define the basics. This is a big topic -- covering everything from websites, email, SEO/SCM to Facebook, Instagram and Snapchat. This is part one of several episodes that we will dedicate to this broad-ranging topic -- comparing digital strategy to an orchestra. Plus the usual side trips into pop culture including the Michael Fassbender's Steve Jobs movie and Benjamin and Rosamund Zander's "The Art of Possibility".

Sep 12, 2017

Devin and Jim sit down with NextGen Growth Partners founder Brian O'Connor to discuss search funds, pledge funds, traditional funds and all the similarities and differences among them. They go deep into backing entrepreneurs to create an investment thesis that leads to buying a company. NextGen has a unique model that we think the FunCast army will find interesting.

Aug 30, 2017

Devin and Jim take a random walk down their reading list of favorite business and research books.  We mention some old favorites and some hidden gems and talk about ParkerGale's official reading club's August selection.

Aug 21, 2017

Devin (and Jim from behind the sound board) welcomes back Cass and Ben for a mad-cap review of all the confusing terms and phrases thrown around the typical private equity shop. We give you the shortcut to understanding WACC, TTM, ICs, TAMs and LPACs. Now, doesn't that sound exciting!

Aug 10, 2017

Devin and Jim break down the what, how, why and when of the often maligned, but rarely explained, process of PE funds taking money out of companies before the exit.  Plus: shout outs to some PE Funcast fans and a smattering of 80s music.

Jul 31, 2017

Devin and Jim go deep on their process for developing investment theses. They cover: where to start, tools to hone your thesis, how to fight confirmation bias, when to give up and when to stick with it.

Jul 18, 2017

Devin and Jim were inspired to delve into the "Ship of Theseus" story in the first episode from season two of Gladwell's "Revisionist History".  If we change out every "board" (no pun intended) in our companies over our ownership period -- is it the same company/ship when we exit?   

Jul 11, 2017

Rebroadcast of Brian Walker from AE Marketing Group interviewing partner Kristina Heinze-- talking about leadership, women in private equity and branding.

Jun 9, 2017

Devin sits down with Myra D’Souza, ParkerGale’s head of talent management. They cover how to get into private equity from the HR side of the house; what PE firms do about human capital pre and post-deal; and how small companies can be better at talent management.

Jun 4, 2017

An introduction to customer analytics with Ben Falloon and Jake Petoskey from the ParkerGale team.  The first of several episodes tackling the tricky topic of building ground-up customer analytics and building market maps.

May 19, 2017

Jim talks with Andrea Goulet and M. Scott Ford from Corgibytes -- specialists in software remodeling.  This is a continuing conversation on technical debt, the albatross around the neck of many companies.   Our conversation focuses on Makers vs. Menders, so come have a listen.

May 7, 2017

Jim and Devin sit down with ParkerGale Principal Jake Petoskey to discuss his path to private equity thru the operating side of the house. Similar to past episodes with Cass and Kevin we cover all the details for how to get into PE, but this time without the traditional finance background.

Apr 28, 2017

We spend an hour talking with Anthony Onesto from the Konrad Group.  We've known Anthony as a cutting-edge thinker in the Human Capital Management space for many years.  Today we finally managed to get him in front of a podcast microphone to start a series of episodes on talent.

Apr 17, 2017

Limited Partner, John McCarthy, is back for another book club episode.   This time we talk about Daniel Kahneman's Thinking Fast and Slow -- and how it applies to private equity.   Try listening to this episode with your System 2 thinking.  

Apr 11, 2017

By popular demand ...  it's our annual March Madness Episode from two guys that know nothing about college basketball but love bracketology.  It's the Elite Eight -- Lou Adler vs. Daniel Pink, Geoffrey Moore vs. Strunk & White, Malcolm Gladwell vs. Dan Carlin and HBR vs. Kara Swisher.

Mar 14, 2017

Jim spends an hour talking about Information Security with Evolve Security's CEO -- Paul Petefish.  We keep bumping into Pete and his team at 1871 - and figured it was time to talk a little bit about Information Security.  Everybody KNOWS that it's an important topic, but how does one get started figuring out where they stand from an InfoSec standpoint?  

Mar 6, 2017

Jim, Devin and Ryan sit down to discuss why people are so bad at interviewing and what they did to fix their own mistakes. They cover the strategy and tactics for improving your interviewing skills and provide some helpful tips you can try out on your own.

Feb 6, 2017

Limited Partner Mike McClure sits down for a discussion about the other side of the fundraising table. We cover: the first meeting, following up and what can set you apart from all the other GPs in the market.

Jan 24, 2017

Over the past year we've changed out a number of tools and software that we use to manage the fund.  Come have a listen and find out what things we've moved off of and our new favorites.  Spoiler alert: Contactually, Microsoft Office 365, Egnyte, NetSuite, Squarespace, Intralinks ... and Basecamp.

Jan 10, 2017

ParkerGale is looking to add three professional to our team -- two Principals focused on Operations and one Associate for the Investment team. Take a listen to find out if you (or someone you know) is a good fit.

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