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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: Category: private equity
Sep 27, 2018

The first episode in a five-episode arc discussing ParkerGale's four operating pillars: Systems, Talent, Growth and Product.   In part one, Devin and Jim introduce the four pillars.  The follow-on episodes will feature deep-dive interviews with ParkerGale's OPs team.

Sep 6, 2018

The first in a series of interviews with the CEOs of ParkerGale's portfolio companies.  In this week's episode, we talk with Len Finkle, CEO of Profisee.  Have a listen and find out how he made the journey from intrepid salesperson to private equity CEO.

Aug 28, 2018

This week's topic comes from our listeners and it's one of our favorite subjects -- us!   It's the "how did we get into private equity" episode.  So hop into the wayback machine with Devin and Jim and find out how we got from Albany, New York and Brockton, Massachusetts all the way to private equity in Chicago.

Aug 9, 2018

Talking with Drake Paulson and Graeme Faulds from eVestment, a Nasdaq company, about the results of their 2018 Private Markets Due Diligence Survey. Find out how Limited Partners feel about fees, the use of credit facilities to close deals and due diligence.

Jul 26, 2018

The second part of our scoping conversation with Jay Bartlett and Joe Repp from EY-Parthenon.   This time we flip the conversation and talk about undertaking a market study prior to SELLING a company.

Jun 28, 2018

We're back with Jay Bartlett from EY-Parthenon talking about scoping due diligence processes for private equity deals with special guest, Joe Repp.   This is part one of a two-part episode.  

Apr 24, 2018

Jay Bartlett from Parthenon is back on the funcast to talk about the evolving role of the operating partner in private equity.   The EY-Parthenon team has been delving deep on this topic with limited partners and portfolio company executives.    Come have a listen to the latest insights.

Dec 20, 2017

Devin and Jim kick-off their collaboration with PitchBook, the leading private equity and private company database now owned by Morningstar. Nizar and Dylan from PitchBook's research team discuss their recent report on first-time private equity funds -- the fundraising stats, the increasing demand and the unique challenges new funds face.

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 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 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 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 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.

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.

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