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Private Equity Funcast

Updated 2 months ago

Business
Technology
Investing
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Hosted by Devin Mathews and Jim Milbery, partners at ParkerGale Capital, a middle-market private equity group. This bi-weekly show is a lively discussion of the uses of technology to improve business operations for companies with less than $100 million in revenue.

Read more

Hosted by Devin Mathews and Jim Milbery, partners at ParkerGale Capital, a middle-market private equity group. This bi-weekly show is a lively discussion of the uses of technology to improve business operations for companies with less than $100 million in revenue.

iTunes Ratings

366 Ratings
Average Ratings
342
13
5
2
4

Bro session

By Con John Cinnabon - Mar 13 2019
Read more
This podcast is great. It’s comparable to a cerebral ‘bro sesh’. 5/5 would recommend.

Great

By This is kind of ridiculous - Dec 10 2018
Read more
Great place to start learning about Private Equity

iTunes Ratings

366 Ratings
Average Ratings
342
13
5
2
4

Bro session

By Con John Cinnabon - Mar 13 2019
Read more
This podcast is great. It’s comparable to a cerebral ‘bro sesh’. 5/5 would recommend.

Great

By This is kind of ridiculous - Dec 10 2018
Read more
Great place to start learning about Private Equity
Cover image of Private Equity Funcast

Private Equity Funcast

Latest release on Aug 14, 2020

Read more

Hosted by Devin Mathews and Jim Milbery, partners at ParkerGale Capital, a middle-market private equity group. This bi-weekly show is a lively discussion of the uses of technology to improve business operations for companies with less than $100 million in revenue.

Rank #1: Confusing PE Jargon Explained

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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!

Aug 21 2017

44mins

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Rank #2: The Deal Flow Episode

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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!

Oct 01 2015

57mins

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Rank #3: The Art (and Science?) of the LOI

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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".

Apr 24 2014

1hr 11mins

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Rank #4: Inside the Deal - Three perspectives on how a deal gets done

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Partner Ryan Milligan talks with Mike Trasatti, CEO of DealerBuilt and Bill Lamm of Presidio Technology Partners about how a deal really gets done. Covering everything from the banker signing up to represent DealerBuilt to ParkerGale courting and successfully completing the deal with management.

Nov 06 2019

49mins

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Rank #5: Private Equity Lingo: The Podcast

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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?).

Aug 20 2014

39mins

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Rank #6: We got your due diligence right here!

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Jim and Devin discuss the due diligence process for private equity acquisitions.

Nov 19 2013

32mins

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Rank #7: Is Business School Worth It?

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Devin interviews podcast darling Kevin Fitzgerald on his return to private equity after two years at Harvard Business School. Kevin talks about why he went, what he learned, how he landed his summer internship, how much the whole thing cost and whether or not getting and MBA was even worth it.  Just like his last podcast talking about the Associate job, Kevin spills the beans on business school and returning to the industry as Principal.

Jun 24 2016

58mins

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Rank #8: What Private Equity Can Learn From Venture Capital (Episode 61)

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

Jun 04 2015

41mins

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Rank #9: Board Meetings -- The Good, The Bad and The Ugly

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Devin and Jim welcome their partner Kristina to her first podcast where they talk about how to run a good board meeting. Who to invite, what to cover, what to avoid and how to manage your PE board members.

Apr 19 2016

1hr 4mins

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Rank #10: How to Interview Good

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Jim, Devin and Ryan sit down to discuss why people are so bad at interviewing and what they did to fix their own mistakes. They cover the strategy and tactics for improving your interviewing skills and provide some helpful tips you can try out on your own.

Mar 06 2017

51mins

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Rank #11: Heuristics in Private Equity

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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.

Jan 27 2014

47mins

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Rank #12: Finding Value in Tech Buyouts.

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

May 07 2015

1hr 4mins

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Rank #13: Predictions for 2019

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Devin and Jim talk about macro and micro events for 2019 including; the global economy, the U.S. economy, politics, the tech market and the implications for private equity in the new year.

Jan 09 2019

55mins

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Rank #14: The Case For 1st Time Funds with PitchBook

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Devin and Jim kick-off their collaboration with PitchBook, the leading private equity and private company database now owned by Morningstar. Nizar and Dylan from PitchBook's research team discuss their recent report on first-time private equity funds -- the fundraising stats, the increasing demand and the unique challenges new funds face.

Dec 20 2017

55mins

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Rank #15: How to develop an Investment Thesis

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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.

Jul 31 2017

53mins

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Rank #16: The Fatal Flaw Episode

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Jim and Devin talk about the one or two characteristics that can blow an otherwise terrific executive out of the water.  It's Bill Simmons' 90/10 rule -- only better!

Apr 11 2018

41mins

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Rank #17: The Mind of the CEO

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Devin and Uber-Associate Kevin Fitzgerald sit down with Steve Julius, PhD aka "Dr. J" to talk about organizational behavior and team dynamics.   Dr. Julius opines on human behavior, organizational dynamics and business development.  Listen in and get insight on creating practical strategies and easy-to-use tools for resolving a wide range of business and human resource needs. 

May 29 2014

49mins

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Rank #18: Scoping Market Due Diligence with Parthenon/EY

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We're back with Jay Bartlett from EY-Parthenon talking about scoping due diligence processes for private equity deals with special guest, Joe Repp.   This is part one of a two-part episode.  

Jun 28 2018

37mins

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Rank #19: How to Land a CFO Job

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Devin interviews True Search Partner and CFO-whisperer Matt Goldstein about how to land a CFO job at a PE-backed company. They cover the process from the candidate side and the company side. How to differentiate yourself; how to prepare for interviews; what PE funds are looking for; what goes wrong when things go wrong; what you should expect to get paid and how much equity you should expect.

Mar 26 2019

1hr 4mins

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Rank #20: 2020 Predictions Show

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Devin and Jim kick off the new year with our annual predictions episode.  Come have a listen as we opine on what 2020 has in store for Private Equity.

Jan 07 2020

46mins

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How We Do Leadership Development

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Leaders shape culture, and in turn, culture shapes an organization. In this episode, Jimmy and Devin are joined by Katrina Calihan and Amanda Cutright, creators and facilitators of the L6 Program – the Leadership Development Program we roll-out at our portfolio companies. We discuss the six-month, transformational program that helps develop evolved, mindful, and skillful leaders at our companies and how those leaders help to create and shape cultures that last.

Aug 14 2020

1hr 19mins

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DealCloud at ParkerGale

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Kevin and Jim spend an hour with Ben Harrison, Co-Founder and President, Financial Services at DealCloud about the DealCloud platform and how we use it at ParkerGale. Our collective paths have crossed over the years, so as per usual we digress into some private equity history along the way.

Aug 05 2020

44mins

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The Managerial Scouting Report

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No serious athlete steps on the field without a scouting report. No serious professional should lead without one either. In this episode of the Funcast's Leadership Series, Paul and Jim discuss a simple document that can help you clarify working styles and create a high-performing team. This episode references our recently published article, which can be found at parkergale.com/scoutingreport.

Jul 20 2020

54mins

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Debt for PE Buyouts in Times of Uncertainty

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Jim talks with Ryan Milligan about the use of debt in private equity deals and the state of the lending market in uncertain economic environments.

Jul 06 2020

38mins

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The Valley of Anguish

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Jim talks with Kelley Powell, Alan Williamson and Jim Headley from the MacLaurin Group about tackling large-scale technology projects in a private-equity-backed company.   All four of us worked together on a very complicated project some years ago. We focus our discussions on the Valley of Anguish, the deep hole between the initial enthusiasm and the finished project.

Jun 22 2020

51mins

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Management Lessons for PE from The Last Dance

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Jim, Jimmy and Dr. Steve Julius get together to discuss the denouement of The Last Dance. Dr. J leads the discussion around managing a superstar to become part of a broader system and why so few stars make the transition to being great coaches -- and the parallels for middle market PE portfolio companies.

May 29 2020

50mins

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Rebroadcast of "Mind of the CEO"

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Jim, Jimmy and Dr. J discuss everything from "The Last Dance" and the Warren Commission to John McCain as part of a new intro to a classic episode in which Devin and Kevin Fitzgerald talk with Steve Julius, PhD aka "Dr. J" about organizational behavior and team dynamics.   Dr. Julius opines on human behavior, organizational dynamics and business development.

May 07 2020

1hr

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Anatomy of a Security Assessment

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Jim talks with Paul Petefish from Evolve Security about the ins-and-outs of an actual security assessment -- ours.   We cover everything from penetration testing to phishing attacks.

Apr 29 2020

43mins

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Part II : How the world of sports thinks about culture

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The conclusion of our two-part episode (both recorded before the coronavirus pandemic) with ParkerGale advisor and former Chicago Bulls team psychologist Dr. Steve Julius discussing how elite sports franchises think about organization and team culture and what can be applied into a business context.

Apr 22 2020

41mins

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How the world of sports thinks about culture

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In episode 1 of a 2-part episode (both recorded before the coronavirus pandemic), Jim, Jimmy, and Paul are joined by ParkerGale advisor and former Chicago Bulls team psychologist Dr. Steve Julius to discuss how elite sports franchises think about organization and team culture and what can be applied into a business context.

Apr 15 2020

47mins

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March Madness 2020 – Slightly Delayed

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Weeks ago, before we were all focused on the coronavirus pandemic, Jim and Jimmy recorded our (mostly) annual March Madness episode. We hit pause on posting this one for a while, but on what would have been the finals of the men’s college basketball tournament, we thought a little levity would be something listeners could use.  In this episode, the months of the year face off in a battle for supremacy.

Apr 06 2020

53mins

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Quick Information Security Suggestions for Remote Work

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We talk with Paul Petefish, Founder and CEO of Evolve Security about some simple and fast suggestions to make remote working more secure.

Mar 30 2020

45mins

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[Replay] A Parade of Terribles: Founder Legal Traps to Avoid

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A fan favorite episode -- The FunCast spends an hour with Kirkland & Ellis partner Ryan Harris (formerly of McDermott Will & Emery LLP) 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.

Mar 17 2020

51mins

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The Second City, “Yes AND,” and Private Equity

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Jim and Jimmy are joined by Marla Caceres and Nelson Velazquez, improvisors at Chicago’s famous Second City Theatre. They discuss how ParkerGale has leveraged the Second City Works to provide professional development for senior executives in addition to the concepts that underpin the Second City philosophy and why they are so important to fostering growth, teamwork, and innovation. Oh – and don’t miss the end when the crew improvises a song entitled “The Ugly Burning House.”

Mar 10 2020

1hr 12mins

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What is Customer Success? And why should you care about it?

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On this episode, Jay Nathan (Founder of Customer Imperative) joins Paul Stansik to share how companies can be more intentional in building intimacy and delivering value to their customers. We talk about how his consulting firm builds customer success teams, how business leaders get this wrong, and the baby-steps that anyone can take to "make the renewal a no-brainer."

Mar 03 2020

42mins

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Interview with Dean Brown, CEO of Ipro Tech

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Jimmy sits down with Dean Brown, CEO of Ipro Tech. Dean discusses his upbringing in a military family, his education in Industrial Psychology, the serendipity of a career, his love of products and product strategy, his experience founding, scaling, and ultimately selling his startup, why culture is so important to him in business, and much more.

Feb 24 2020

1hr 1min

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Why does the PE firm care about your product roadmap?

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In part 3 of a 3 part series on Product Strategy, Jim and Cici continue the discussion of how product strategy ties into value creation, and how specifically as a PE firm, we monitor our portfolio companies’ product strategy through taking a detailed look at their product roadmaps. We discuss how we conduct Product Strategy Reviews – the objectives, who’s in the room, and what we actually cover. We talk about why we’re focused on outcome-driven product roadmaps, how we work with our portfolio companies to prioritize what actually gets built and why that’s so critical when we’re allocating scarce resources to create value.

Feb 14 2020

42mins

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How we link Product Strategy to Value Creation

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In part 2 of a 3 part series on Product Strategy, Jim is joined by Cici to discuss the private equity investor's perspective on how and why products get built. Living in a world of limited resources, we discuss the framework that we use to help shape the discussions with our portfolio companies about prioritizing their products and features. We talk about market segments versus markets, the Ansoff matrix and Geoffrey Moore's famous "Bowling Alley" strategy.

Feb 05 2020

41mins

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How we think about Value Creation - Risk Mitigation, Cost Reduction and Revenue Growth

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In part 1 of a 3 part series on Product Strategy, Jim is joined by Cici to discuss the three levers of value creation - risk mitigation, revenue growth, and cost reduction, and how we think about the three in the portfolio. Jimmy joins as well to add the People dimension.

Jan 27 2020

30mins

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Building Effective Teams and Healthy Organizations

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On this episode, Keith Hadley from the Table Group joins Paul Stansik to chat about how we build aligned C-suite teams and healthy portfolio companies. We cover what healthy organizations do differently, why most team offsites are not time well spent, and how to tell if you're on (or leading) a dysfunctional team.

Jan 14 2020

1hr 2mins

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iTunes Ratings

366 Ratings
Average Ratings
342
13
5
2
4

Bro session

By Con John Cinnabon - Mar 13 2019
Read more
This podcast is great. It’s comparable to a cerebral ‘bro sesh’. 5/5 would recommend.

Great

By This is kind of ridiculous - Dec 10 2018
Read more
Great place to start learning about Private Equity