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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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Private Equity Funcast
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Now displaying: Category: private equity
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.

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.

Dec 20, 2016

The latest episode in our Fundraising series.   We spend an hour talking with John Cosgrove from Beartooth Advisors - the team that worked as our agents on the ParkerGale fund.   Come have listen and find out how Beartooth approached our fundraising process and learn all the ins and outs of working with an agent.  (This is an updated version -- fixed the audio from the original release)

Dec 14, 2016

Jim and Devin spend an hour talking with Jay Bartlett and Scott Orleck from Parthenon-EY Ernst & Young LLP.  We've worked extensively with Jay and Scott on buy-side due-diligence projects over a number of years.  They share their experiences tackling questions workig with us around market sizing, growth rates, cyclicality, and the competitive landscape.  All of which serves to answer the fundamental questions: Is a particular industry a good industry in which to invest?  And is the target company the right company to buy?  Jay and Scott reveal the three main reasons why deals go bad.

Dec 2, 2016

The second episode of our trifecta covering the raising of ParkerGale's first fund.   This episode starts off where we left our intrepid heroes just after their first close in September, 2015.  Come have a listen as we talk about our decision to hire a placement agent and our marathon of trips in late winter/early spring in pursuit of capital.

Nov 30, 2016

Devin and ParkerGale Limited Partner John McCarthy continue their book club series with an investing classic, "The Most Important Thing" by Howard Marks, the legendary cofounder and Chairman of Oaktree Capital Management. Turns out that Marks most important thing is actual nineteen things -- come have a listen as Devin and John focus on three of them.

Nov 22, 2016

Devin and ParkerGale Limited Partner John McCarthy kick off their book club series with an unusual choice, "Rumsfeld's Rules: Leadership Lessons in Business, Politics, War, and Life" by Donald Rumsfeld. Some surprising advice in this book when we apply Rumsfeld's observations about leadership, business, and life to investing.

Nov 7, 2016

Devin and Jim spend an hour talking about the strategy and tactics of raising ParkerGale's first fund. This episode covers the pre-launch up to the fund's first close.

Sep 26, 2016

Devin sits down with Jeremie Bacon, CEO and Founder of Synap, to discuss Private Equity, Managing People and Movie Quotes.

Aug 23, 2016

The first of many conversations with Brian Walker CEO of AE Marketing Group.   We've found that Marketing is often the third wheel at small companies -- behind product development and sales.   Brian's team takes a CoCreation and Customer Experience approach to building and marketing products that gets the marketing function heavily involved in improving operations and products.  So, come have a listen!

Aug 11, 2016

We all know there are tons of Private Equity funds. So what are the ways they try to stand out from the crowd? We cover the four biggies: Focus, Size, Sourcing and Team.

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