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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
Jan 6, 2016

Description:  Cass Gunderson recently joined ParkerGale as an Associate so we check in with her about how she landed the job, what she did before she joined us and talk about her early reactions to the new job. From time to time we'll follow-up to see how Cass is doing.

Dec 23, 2015

Second part of our two-episode series on the Operating Partner role in private equity.   In this second episode Devin and Jim talk about engaging with the portfolio companies and their management teams on projects and initiatives.   At the end of the day there are only three types of projects that we work on; cost cutting/efficiency, revenue enhancements and risk mitigation.

Dec 10, 2015

First part of a two-part episode focused on the vaunted "Operating Partner" role in private equity.  In the first part, Devin talks to Jim about his experiences as an operating partner within a private equity group -- dealing with the other partners, working on deal teams, etc.

Oct 1, 2015

Devin and Jim finally cover the most important thing a PE fund can do -- find deals. They cover how they source deals, the banks and brokers they target. Plus they talk about their lifelong search for the white whale -- the elusive proprietary deal. Do they really exist?  Listen and find out!

Aug 13, 2015

Jim talks with Ryan Milligan about all the different steps in closing a deal after the Letter of Intent gets signed.   Everything that a Founder needs to know, but was afraid to ask. Customer calls, references, accounting audits, purchase agreements and lender meetings -- we tackle it all and more.

Jul 30, 2015

Ryan Milligan joins Jim and Devin to talk about Unicorns and argue about whether the public markets are smarter than the private markets.  For the founder with a business between $3 - $5 million of EBITDA we answer the mult-million dollar question: Is it time to sell?   Ryan discloses that he'd invest in the next round of PiedPiper, while Devin would rather own Hooli stock.

Jun 4, 2015

Devin and Jim discuss the corollary to Fred Wilson's "What VC can learn from Private Equity".

May 7, 2015

Devin and Jim talk about applying Howard Marks' principles of value investing in technology buyouts.

Apr 16, 2015

Quinn grills Devin and Jim on everything from their backgrounds to which kinds of potatoes that they prefer.

Mar 5, 2015

Jim and Devin discuss the technology stack that we use to run our business.

Dec 31, 2014

Devin, Ryan Harris, Ian Larkin and Brad Simmons make their predictions for 2015 ... and BEYOND!

Nov 27, 2014

Devin and Jim give thanks for all of our listeners, colleagues and friends.

Nov 20, 2014

Jim and Devin talk about the various exit strategies for private equity-backed tech companies.

Nov 12, 2014

Devin and Jim talk with Tim Kelly on his research what makes a company "entreprenurial".

Aug 20, 2014

As a follow-up to Devin's (surprisingly) popular PEHUB column from early August, Devin and Jim expound on the lingo inside a PE firm.  This isn't sports talk or girl talk, this is private equity talk and it makes about as much sense as some of the wild stories in the Raymond Carver book we stole our title from.  Sit back and enjoy, and just like an after school special starring Robbie Benson, there just might even be a lesson or two to learn in between all the laughing (or is that crying?).

Jun 12, 2014

A Series of PE Haikus for the sophisticated listener.  A light-hearted conversation with Matthew Craig-Greene of Pivot Partners Ltd -- our Thursday gift from us, to you!

 

May 2, 2014

The FunCast spends an hour with Macworld writer and podcast impresario Lex Friedman from The Midroll -- home of 130+ podcasts.   Everything that you need to know about advertising on podcasts including listener demographics and getting started.

Apr 24, 2014

The FunCast spends another hour with McDermott Will & Emery LLP Partner Ryan Harris breaking down an actual private equity letter of intent.  We go term by term with one of the best transaction lawyers in the business.  Founders will learn all the tricks of the trade to even the playing field in their negotiation.  Devin says "You are welcome".

Mar 3, 2014

The FunCast spends an hour with McDermott Will & Emery LLP Partner Ryan Harris talking about the legal traps founders fall into when setting up their companies and when they sell them. What's the best company structure -- C Corp, S Corp, LLC?  How do you handle employee equity?  Hear about the infamous "Cubs side letter."  What are the common issues Ryan sees when founders go to sell their business and how can you avoid them? Listening to this conversation won't make you stronger, but it sure will make you smarter!  Enjoy.

Jan 27, 2014

What are the simple mental traps that PE investors fall into when making decisions about pursuing an investment.  Think Daniel Kahneman meets Private Equity.  Investment Banker David Sinyard recently wrote his Ph.D. dissertation on the subject of the Affect Heuristic in PE and we talk about his research, what he found and why it helps to know these when selling your business.

 

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