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M&A Rollups with Matt Lynch

Private Equity Funcast

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Oracle - What's the Best Owner?

Jeffrey Morfan: I think we're gonna see a lot of walking dead on the venture side, right? They're not dead, but they're not gonna get any more investment from their venture guys or see a crush down rounds. And that's really a danger to the winners in the venture market, right? Because that's what we always saw in the higher space, pre-parker, gale days,. What is Oracle buy? Larry Ellison was famous for give me five guys in three months and I can have this good a product as a competitor.

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