Private Equity Funcast

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.

Talking with Anthony Onesto of the Konrad Group about "Digital Strategy". It means different things to different people and we make an attempt to define the basics. This is a big topic -- covering everything from websites, email, SEO/SCM to Facebook, Instagram and Snapchat. This is part one of several episodes that we will dedicate to this broad-ranging topic -- comparing digital strategy to an orchestra. Plus the usual side trips into pop culture including the Michael Fassbender's Steve Jobs movie and Benjamin and Rosamund Zander's "The Art of Possibility".

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.

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.

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!

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.

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.

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?

Rebroadcast of Brian Walker from AE Marketing Group interviewing partner Kristina Heinze-- talking about leadership, women in private equity and branding.

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.