Equity Mates Investing Podcast Expert: Zac Midalia - What we can learn from the private equity playbook
Aug 7, 2025
Zac Midalia, Managing Director of Private Equity at Alceon Group, shares insights from over two decades of private equity success. He discusses the stark differences between public and private equity investing, highlighting unique opportunities in Australia’s private sector. Zac emphasizes the traits of exceptional founders and the role of strategic risk management. He also dives into revolutionary advancements in agriculture through robotic manufacturing and the importance of strong partnerships for business growth.
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Zac Midalia's Influences
- Zac Midalia learned business deeply from family entrepreneur roots and legendary investors like Mark Carnegie and 3G Capital.
- These experiences shaped his unique business-building approach in private equity at Alcyon.
Private Equity's Size and Returns
- 99% of Australian businesses are private, offering a much larger opportunity set than public markets.
- Mid-market private equity outperforms large cap PE and public markets substantially, showing size and return advantages.
Focus Lower Mid-Market Partnerships
- Focus on the lower mid-market with enterprise values up to $150 million for greater opportunity and more partnership-style deals.
- Prioritize partnering with strong founders and take an active, hands-on business-building approach.