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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
Dec 18, 2023

Jim talks with Stanford's Dr. Mohammad Rasouli about AI's pending disruption in Private Equity.  He is an ex-McKinsey consultant from the Bay Area and the New York offices managing AI activation projects for private equity clients. He has worked with top-20 private equity funds and many middle and small-size PEs to use AI technology for automating their fund processes and to use AI for their portfolio companies.

Nov 29, 2023

Bill Snow, a noted authority on mergers and acquisitions, is back with the second part of our discussion on his new book, Mergers and Acquisitions for Dummies.  He joins host Jim Milbery to discuss the most common problems that sellers encounter in the deal process.

Nov 7, 2023

 Devin is joined by Tuck Hardie, a Managing Director in Houlihan Lokey’s Financial Restructuring Group. After operating through the bankruptcy at Marvel as a client of Houlihan, Tuck switched sides and joined the HL team over 20 years ago. Tuck introduces the restructuring business, how it has changed during the past two decades, lessons from the GCF (and how we are still feeling the effects), and what's happening in today's "higher for longer" environment. He provides helpful tips for investors and companies trying to avoid needing his services.

Sep 27, 2023

Bill Snow, a noted authority on mergers and acquisitions has represented buyers and sellers in a multitude of industries. He joins host Jim Milbery to discuss his new book, Mergers and Acquisitions for Dummies.   In this episode, we focus the conversation on the most common pitfalls that can derail a deal.

Sep 15, 2023

Two Hundred and Seventy Three Episodes and Two Million downloads later, it's the 10th anniversary of the PE Funcast.  Indulge your intrepid co-hosts, Devin and Jim, as we walk down memory lane.

Jul 13, 2023

In this episode of the PE Funcast, we take a deep dive into the relationship between the portfolio company CEO and the private equity Partner. What do they talk about when they talk? How does their connection evolve from the interview, to building the team, to planning for an exit? What does the first year of a PE-backed CEO gig feel like? Devin and our newest portfolio CEO, Dave Lucey, cover it all here in a frank and wide-ranging conversation about Dave's first year at the helm of Biscom. We plan to do follow-ups in the years ahead as Dave and Devin take Biscom from new platform company to eventual exit.

Jun 14, 2023

We’ve been hearing more questions and interest in operating partner roles than ever before. In our latest episode of the Private Equity Funcast, Operating Partners Jim and Cici cover some of the most frequently asked questions we frequently hear about the role of Operating Partners. We cover things like why an operating team is needed, the history and evolution of Operating Partners at PE firms, and different Operating Partner models. We also discuss the relationship between Operating Partners and deal teams, how operating teams are structured within a PE firm, and some common paths to becoming an Operating Partner.
 
This episode is also available in video format on YouTube.

May 19, 2023

Ted Bililies, Managing Director and Head of Global Transformation Leadership Practice at AlixPartners joins Devin again to review the findings of the 8th Annual PE Leadership Survey. Devin and Ted discuss where PE and Portfolio Executives agree and differ on what's most important in today's turbulent times. They talk about sprinters vs. marathoners, growers vs. grinders, and peace-time vs. war-time leaders. They also cover how technology adds to the challenges of scaling companies and the crisis of middle management and how to address it.

May 4, 2023

In this episode of the PE Funcast, Devin and our Head of Research, David, discuss our research on software valuations, “What’s a Software Company Worth.” They cover how software valuations have trended over the past 20 years, the challenges that private and public investors will face over the coming year, and inject some of “what we’re seeing” inside our portfolio and the markets we play in.

Apr 20, 2023

The grand finale of our two-part conversation with Kelley Powell, a long-time ParkerGale collaborator, and ex-portfolio executive.  Kelley talks about the ins and outs of working with PE from the portfolio company perspective.  She's a wealth of knowledge about working with PE AND helping founders prepare for a PE process.

Apr 5, 2023

Part One of a two-part conversation with Kelley Powell, a long-time ParkerGale collaborator and ex-portfolio executive.  Kelley talks about the ins and outs of working with PE from the portfolio company perspective.  She's a wealth of knowledge about working with PE AND helping founders prepare for a PE process.

Jan 25, 2023

Jim talks Mergers and Acquisitions Roll-up strategies with Matt Lynch, Managing Director at District Capital Partners.  We discuss the various types of add-on acquisitions and answer the key questions.  What is an M&A roll-up strategy, and why does it matter? How does it work?  How do you get started?

Jul 11, 2022

In this episode, Jimmy is joined by Laura Queen, founder, and CEO of 29Bison, a Human Capital Consultancy focused on the PE space. Laura is also the author of the book “People Economics: Defining and Measuring the True Value of Human Capital” and is a genius at understanding how strategic human capital management contributes to the value creation process. They break down Human Capital Due Diligence – what it is, how it’s done, and why it’s the fastest-growing of all the diligence workstreams.

May 31, 2022

Your company acquired another company - congrats! But what happens next? In this episode, Operating Partners Cici and Jimmy break down the Integration Management Office, or IMO. They discuss what it is and how they deploy it inside the portfolio to integrate recently acquired businesses into their acquiring entity. They discuss how they stand up the process, the key processes that need to be in place to make sure everything gets done, and how to make sure you don’t forget about the humans involved in the process. 

Apr 4, 2022

It's the grand finale of our annual March Madness episodes -- the final four.  Cass versus Jimmy and Paul versus Cici for all the proverbial marbles for our favorite podcast!

Mar 28, 2022

It's our annual March Madness show.  This year our intrepid Operations Team picks their 16 favorite podcasts.   Have a listen as Cici, Paul, Cass, and Jimmy along with Commissioner for Life -- Jim work their way down to a final four.  And play along at home with our survey - https://www.surveymonkey.com/r/FMP6J8V   The final four battle it out for supremacy on next Monday's episode.

Mar 3, 2022
In this episode, Cici Zheng talks with April Dunford, a positioning consultant, speaker, and author on how she helps growth stage companies with positioning. They discuss the difference between product messaging and product positioning, how to "fix" positioning problems, and why founders, PE firms, and portfolio companies should even care about positioning in the first place.
Jan 12, 2022

Jim, Cici and Jimmy discuss community building within our portfolio. We cover everything from organizing small teams across our companies to ParkerGale's approach to "summits".

Jan 5, 2022

It's our annual predictions show for 2022 with your original hosts, Devin and Jim. With the glut of other pontificators doing their usual prognostications, we've decided to shake things up a bit
and focus on resolutions, or rather our anti-resolutions.

Dec 27, 2021

Devin walks us through three (yes 3!) new additions to the ParkerGale team. We're calling it the Platform Team and it includes a Head of Community, a Head of Origination, and a Head of Research. Listen to hear a brief description of each role and if you are interested (or know someone who is) email your resume to devin [at] parkergale [dot] com and ryan [at] parkergale [com] with "Community" "Origination" or "Research" in the email title. We will send you a detailed job description so you can learn more.

Dec 15, 2021

We’re hiring! ParkerGale VPs Ben and Nori join Jimmy to discuss the Investment Associate role at ParkerGale. They discuss Associate responsibilities, core values, and what makes the job unique (including, but not limited to, great office snacks). Please share with interested friends or colleagues.

Oct 21, 2021

Jimmy Holloran and Paul Stansik share the lessons they’ve learned inside the portfolio from the last 2+ years working on teams, talent, and culture. They cover how to get the most out of your next team offsite, what great management training has in common, how to make hiring and performance management more human, and how ParkerGale thinks about fostering cultures that last.

Oct 14, 2021

Ryan Milligan discusses the state of the Canadian M&A market with Pierre Chamberland, founder of NetGovern. Pierre describes his roughly 20-year journey from entrepreneur to selling to private equity, followed by a discussion on the state of investing and M&A in Canada and differences with the US market.

Sep 15, 2021

Inspired by their friend Dave Kellogg, Devin & Jim discuss the questions Limited Partners (and prospective Limited Partners) ask that you should always know off the top of your head. These are the questions that responding with "let me get back to you on that" will make you look bad, unprepared, or just plain out of touch.

Sep 8, 2021

Devin and Cici sit down to discuss how we do commercial due diligence at ParkerGale. You know, all the market sizing, customer calls, surveys, competitive analysis you do after LOI but before you close the deal. We have two eras here at PG -- the way we did commercial diligence before Cici joined us and the way we do it now. Lots of good stuff to learn before you dive into your next transaction. Learn from the best and take notes. We promise it's going to help.

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