Private Equity Funcast podcast

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추가했습니다 six 년 전

Jim Milbery and Devin Mathews에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jim Milbery and Devin Mathews 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Our Skin: A Personal Discovery Podcast

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You Are Your Longest Relationship: Artist DaQuane Cherry on Psoriasis, Art, and Self-Care 32:12

20일 전32:12

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32:12

DaQuane Cherry was once the kid who wore a hoodie to hide skin flare-ups in school. Now he’s an artist and advocate helping others feel seen. He reflects on his psoriasis journey, the power of small joys, and why loving yourself first isn’t a cliché—it’s essential. Plus, a deep dive into the history of La Roche-Posay’s legendary spring. See omnystudio.com/listener for privacy information.…

Private Equity Funcast

시리즈 홈•Feed

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.

299 에피소드

#Tech #Business #Jim Milbery #Devin Mathews #Privateequity #Software #Technology #Venturecapital

Private Equity Funcast

updated 약 1년 전

시리즈 홈•Feed

299 에피소드

#Tech #Business #Jim Milbery #Devin Mathews #Privateequity #Software #Technology #Venturecapital

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Private Equity Funcast

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Exit-Ready Marketing: Shiv Narayanan on Making Marketing Measurable in PE-Backed Companies 1:01:50

6 weeks 전1:01:50

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1:01:50

Paul Stansik sits down with Shiv Narayanan—founder of How to SaaS and author of Exit-Ready Marketing—to break down what most private equity firms and portfolio companies get wrong about marketing. They explore how to make marketing a measurable, scalable lever for value creation, from diligence to exit. Shiv shares the frameworks he's used across countless engagements to tie marketing strategy, budget, and team structure to real business outcomes. If you’re tired of vague brand goals and unaccountable spend—or you’re just trying to figure out what “good marketing” looks like in a PE context—this episode gives you the language, metrics, and mindset to make marketing work like a growth function.…

Private Equity Funcast

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Continuation Vehicles 101 with Houlihan Lokey 54:28

11 weeks 전54:28

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54:28

Devin sits down with Sameer Shamsi, Co-Head of Houlihan Lokey's GP Led Secondaries group. We cover everything you want to know about continuation vehicles, but were afraid to ask (or too dumb to ask?). What is the difference between LP-led and GP-led? How should GPs talk to their LPs about it? What assets are best suited for CVs? How does company management get treated in a CV? Plus so much more you didn't even pay for.…

Private Equity Funcast

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Real-Time Inflation Tracking and Forecasting: A Deep Dive into Open Brand’s Proprietary Consumer Price Index 48:04

16 weeks 전48:04

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48:04

In this episode of the Private Equity Funcast, host Ryan Milligan speaks with OpenBrand CEO Greg Munves and Chief Economist Ralph McLaughlin about their innovative approach to tracking inflation through the OpenBrand Consumer Price Index for Durable and Personal Goods (CPI-DPG). The CPI-DPG is updated weekly, providing a third independent data point for measuring inflation. Its accuracy has been validated with a mean absolute percentage error (MAPE) as low as 1.6% in specific categories. Additionally, OpenBrand offers scenario-based inflation forecasts, enabling companies and investors to tailor predictions to their expectations and market views. Munves and McLaughlin also outline practical use cases: • Manufacturers and retailers optimizing their pricing and promotional strategies. • Investors seeking early insights on market inflation trends to refine financial models. • Policymakers evaluating the effects of economic policies. Video Version…

Private Equity Funcast

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From Hype to Impact: Deploying GenAI in Real Businesses with Chris Taylor of Fractional AI 47:23

17 weeks 전47:23

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47:23

In this episode, Chris Taylor, CEO and Co-Founder of Fractional AI , joins the show to discuss how his company helps traditional businesses adopt and implement generative AI (GenAI) to improve operations and product offerings. Fractional AI focuses on transforming workflows with GenAI through practical, production-ready solutions, especially for companies lacking deep AI expertise.…

Private Equity Funcast

1
Open Brand’s AI-Powered Market Intelligence Revolution 41:04

20 weeks 전41:04

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41:04

In this episode of the Private Equity Funcast, Greg Munves (CEO) and Kristopher Kubicki (CTO) join Partner Ryan Milligan to discuss the rapid growth and transformation of Open Brand, a company formed through the combination of four market intelligence companies. They share insights on leveraging AI for real-time data analytics, scaling through strategic acquisitions, and modernizing technology infrastructure. The conversation explores how Open Brand is revolutionizing market intelligence, competitive analysis, and business decision-making across industries.…

Private Equity Funcast

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Shock and Nawww : DeepSeek and the Future of LLMs 1:02:30

25 weeks 전1:02:30

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1:02:30

Join host Jim Milbery along with guests Alan Williamson (CTO of HiBid) and Kristopher Kubicki (CTO of OpenBrand) as we react to the recent DeepSeek AI announcement, its implications for the AI industry, private equity, and technology companies. We discuss the shock and awe response from the VC and tech communities, debating whether it signals a true paradigm shift or an overreaction. The conversation underscores how AI, particularly LLMs, is reshaping software development, cybersecurity, and investment strategies. While DeepSeek has fueled fears and recalibrations in the market, the real challenge is keeping up with the constant AI evolution—where new models and frameworks emerge at a staggering pace. Companies must remain agile, strategic, and realistic in their AI adoption to truly capitalize on this technological shift.…

Private Equity Funcast

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Predictions and Strategies for 2025 47:50

27 weeks 전47:50

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47:50

Jim and Paul kick off the 2025 podcast year. We discuss economic uncertainties, private equity challenges, and evolving market strategies. We explore AI’s role in portfolio management, cybersecurity concerns, and operational improvements, emphasizing practical efficiency over drastic changes. The conversation also touches on AI adoption within organizations, avoiding vendor lock-in and training teams to leverage new tools. Wrapping up, we invite listener engagement while reaffirming their commitment to authentic, ad-free content.…

Private Equity Funcast

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Enhancing Technical Due Diligence with SEMA Software 55:21

36 weeks 전55:21

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55:21

Matt Van Itallie from SEMA Software joins Jim to discuss the value of SEMA’s code analysis tools for private equity backed companies, particularly for companies managing technical debt, security, and code quality. They highlight the challenges of due diligence in software acquisitions, especially for older companies with legacy systems, and stress the importance of transparency in identifying security and licensing risks. SEMA’s AI-driven tools assess code quality and help firms measure the impact of AI-assisted development, making processes like testing more efficient.…

Private Equity Funcast

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AI-Powered observability with Jeremy Burton 59:17

40 weeks 전59:17

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59:17

Jim welcomes old friend and colleague, Jeremy Burton, CEO of Observe, to the podcast. They discuss the importance of observability in modern software development, the evolution of observability, the challenges of distributed applications, and how advancements in data technology and AI are shaping modern software development and troubleshooting.…

Private Equity Funcast

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From Startup to Search Fund: Navigating Entrepreneurship with Phillip Weinstein 52:03

45 weeks 전52:03

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52:03

Jim welcomes Phillip Weinstein , founder of Atropates Capital who discusses his background, entrepreneurial journey, and the concept of starting a search fund. The conversation covers a range of topics, including Phillip’s first entrepreneurial venture at Wake Forest University (a laundry service), through founding his search fund. The discussion explores how search funds differ from other business models, such as private equity and venture capital. Phillip shares his insights about finding and evaluating deals, the challenges of operational leadership, technical debt in software, and integrating AI tools.…

Private Equity Funcast

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Product-Market Fit with Rob Snyder 53:38

47 weeks 전53:38

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53:38

Join Paul from the ParkerGale Ops team as he unpacks the concept of “product-market fit” with special guest, Rob Snyder – multiple-time startup founder and Fellow at Harvard Innovation Labs. Paul and Rob explore the origins of the PMF concept, what it means, and why it's both an essential and confusing concept for PE-backed tech companies. Learn about the importance of building a shareable case study, the pain cave you inevitably enter while trying to connect with your customers, and how to use the concepts of demand versus supply to shorten your search for product-market fit.…

Private Equity Funcast

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ARR Lending with PNC 52:18

49 weeks 전52:18

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52:18

Devin spends an hour with Ankur Gupta, PNC's Global Head of Technology Finance, to discuss the current state of software company lending. We cover where PNC fits in the lending landscape, what a "good fit" deal looks like, what you should expect during due diligence, what covenants you should expect, and where pricing is across different lenders these days. We also cover how lenders think about Gross Retention vs Net Retention, ARR to loan values, and growth vs. profit.…

Private Equity Funcast

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Exit Readiness as a PE-Backed CFO 55:52

1 year 전55:52

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55:52

ParkerGale Principal Cass Ziebel sits down with CFO Jon Danielson to discuss the priorities of a PE-backed CFO and what he's learned from a recent sale process. In this episode, Jon talks about what surprised him most when he moved from an investor role to an operating role, what it means to "shrink the QofE," and advice to other CFOs as they enter a PE-backed business in the first few months and prepare a business for sale.…

Private Equity Funcast

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Understanding the Agile/Agility Ecosystem 1:06:51

1 year 전1:06:51

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1:06:51

In this interview, Jim and Yuval Yeret discuss the implementation and challenges of agile methodologies within the private equity space. Yuval has extensive experience in product development, and he emphasizes the importance of principle-driven agility over rigid adherence to frameworks. While agile practices originated in software development, their application is beneficial across various industries and organizational functions. Companies often struggle with "agile theater," where companies follow agile rules without understanding the process. Effective agile adoption requires cross-functional collaboration, adaptability in strategic planning, and the ability to balance customer flexibility with engineering realities. Yuval shares examples from biotech and healthcare, illustrating how agility can extend to broader business operations. He also discusses the role of OKRs (Objectives and Key Results) as strategic guides rather than rigid metrics. Finally, Yuval underscores the unique position of private equity firms and consultants in driving agile transformations through pragmatic, principle-based solutions.…

Private Equity Funcast

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How to Avoid Product Pessimism + Build a Better Sales Pitch (With Special Guest April Dunford) 57:58

1 year 전57:58

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57:58

Product positioning expert April Dunford joins Operating Partner Paul Stansik to talk about the curse of product pessimism (and how to fix it), why most software companies struggle to create a winning sales pitch, and how better product positioning fits into an effective growth plan for an emerging tech company.…

Private Equity Funcast

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Big Band Software 39:40

1 year 전39:40

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39:40

Ryan Milligan dives deeper into our investment in Big Band Software , joined by Big Band founders Kevin McArdle (CEO), Chris Reedy (Head of Acquisitions), and Jason Heath (COO). Throughout the discussion, the team covers what companies, founders and executives they target, where they think the opportunity lies, and how they aim to scale this consolidation effort.…

Private Equity Funcast

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Getting Real About Value Creation in PE 1:14:17

1 year 전1:14:17

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1:14:17

"Value Creation" - It's one of the most over-used terms in private equity today. What does value creation mean? What's wrong with how investors talk about their value creation approach? And how does ParkerGale think about its strategy for value creation? Operating Partners Jim and Paul get real about the PG value creation playbook - and have some fun along the way - in the latest episode of the Funcast.…

Private Equity Funcast

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The View From Europe with Flex Capital 59:34

1 year 전59:34

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59:34

We welcome back our friends Christoph and Peter from FLEX Capital in Berlin, Germany. Our conversation covers everything you would expect . . . how is the tech market holding up in Europe, how is deal flow, are deals getting done, are founders selling or holding on, where are valuations today compared to a few years ago, how is the fundraising market, what does competition for deals look like? We also cover the basics, such as what Christoph and Peter look for in a deal, what they will and won't do, and how that has changed over time. Here are their emails if you'd like to connect . . . pw@flex.capital and cj@flex.capital…

Private Equity Funcast

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Mastering Business Storytelling: Strategies for Effective Communication in Private Equity 1:21:27

1 year 전1:21:27

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1:21:27

Jim welcomes the CEO of Master Storytelling and former host of Planet Money, the always-entertaining Adam Davidson . We explore the importance of crafting a compelling and memorable narrative for companies to effectively communicate with various stakeholders, including investors, management teams, and customers. We take a detour to delve into the challenges of generic messaging, the significance of being distinct and memorable, and the role of storytelling in aligning and coordinating actions within a company.…

Private Equity Funcast

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Revolutionizing Investment Strategies: Harnessing Low-Code/No-Code with Jon Kragh 1:05:31

1 year 전1:05:31

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1:05:31

Jim talks Low-Code/No-Code with Jon Kragh , founder of Proactive Logic Consulting . Jon and his team provide fractional CTO, cloud architecture, tech modernization, and process automation services. Jon has a wealth of experience with low-code solutions and he can quote both Kierkegaard and Ray Dalio, so come have a listen.…

Private Equity Funcast

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The Incredible i Episode 50:35

2 years 전50:35

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50:35

Jim talks with IBM Champion and the Incredible i Show host, Peg Tuttle . IBM's Power Systems platform running the IBM i operating system powers some of the most significant applications in the world. Peg has 20+ years working in the IBM I world, and we talk about everything from common misconceptions to leveraging the latest and greatest open-source solutions on the IBM Power Systems platform.…

Private Equity Funcast

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AI for Investment: A Platform Disruption 1:04:04

2 years 전1:04:04

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1:04:04

Jim talks with Stanford's Dr. Mohammad Rasouli about AI's pending disruption in Private Equity. He is an ex-McKinsey consultant from the Bay Area and the New York offices managing AI activation projects for private equity clients. He has worked with top-20 private equity funds and many middle and small-size PEs to use AI technology for automating their fund processes and to use AI for their portfolio companies.…

Private Equity Funcast

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10 Lurking Problems for Sellers with Bill Snow 1:10:14

2 years 전1:10:14

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1:10:14

Bill Snow, a noted authority on mergers and acquisitions, is back with the second part of our discussion on his new book, Mergers and Acquisitions for Dummies . He joins host Jim Milbery to discuss the most common problems that sellers encounter in the deal process.

Private Equity Funcast

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It's Restructuring Time! 59:11

2 years 전59:11

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59:11

Devin is joined by Tuck Hardie, a Managing Director in Houlihan Lokey’s Financial Restructuring Group. After operating through the bankruptcy at Marvel as a client of Houlihan, Tuck switched sides and joined the HL team over 20 years ago. Tuck introduces the restructuring business, how it has changed during the past two decades, lessons from the GCF (and how we are still feeling the effects), and what's happening in today's "higher for longer" environment. He provides helpful tips for investors and companies trying to avoid needing his services.…

Private Equity Funcast

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Mergers and Acquisitions with Bill Snow 1:29:42

2 years 전1:29:42

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1:29:42

Bill Snow, a noted authority on mergers and acquisitions has represented buyers and sellers in a multitude of industries. He joins host Jim Milbery to discuss his new book, Mergers and Acquisitions for Dummies . In this episode, we focus the conversation on the most common pitfalls that can derail a deal.…

Private Equity Funcast

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It's the 10 Year Anniversary of the PE Funcast 43:17

2 years 전43:17

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43:17

Two Hundred and Seventy Three Episodes and Two Million downloads later, it's the 10th anniversary of the PE Funcast. Indulge your intrepid co-hosts, Devin and Jim, as we walk down memory lane.

Private Equity Funcast

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Generative AI: Implications for PE Investors 1:00:08

2 years 전1:00:08

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1:00:08

This week we sat down with Clark O'Niell and Jay Barlett from BCG to discuss their most recent research report on Generative AI and its implications for PE investors and their portfolio companies. GenAI is already becoming a game changer, with use cases emerging across all industries; Use cases range from efficiency improvements to long-term advantages (i.e., transformative use cases). And we promise you that Skynet is not listening in.…

Private Equity Funcast

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PE Partner and the CEO 1:42:23

2 years 전1:42:23

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1:42:23

In this episode of the PE Funcast, we take a deep dive into the relationship between the portfolio company CEO and the private equity Partner. What do they talk about when they talk? How does their connection evolve from the interview, to building the team, to planning for an exit? What does the first year of a PE-backed CEO gig feel like? Devin and our newest portfolio CEO, Dave Lucey, cover it all here in a frank and wide-ranging conversation about Dave's first year at the helm of Biscom. We plan to do follow-ups in the years ahead as Dave and Devin take Biscom from new platform company to eventual exit.…

Private Equity Funcast

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What is the role of an Operating Partner at a private equity fund? 1:16:08

2 years 전1:16:08

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1:16:08

We’ve been hearing more questions and interest in operating partner roles than ever before. In our latest episode of the Private Equity Funcast, Operating Partners Jim and Cici cover some of the most frequently asked questions we frequently hear about the role of Operating Partners. We cover things like why an operating team is needed, the history and evolution of Operating Partners at PE firms, and different Operating Partner models. We also discuss the relationship between Operating Partners and deal teams, how operating teams are structured within a PE firm, and some common paths to becoming an Operating Partner. This episode is also available in video format on YouTube .…

Private Equity Funcast

1
AlixPartners 8th Annual PE Leadership Survey 1:04:04

2 years 전1:04:04

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1:04:04

Ted Bililies, Managing Director and Head of Global Transformation Leadership Practice at AlixPartners joins Devin again to review the findings of the 8th Annual PE Leadership Survey. Devin and Ted discuss where PE and Portfolio Executives agree and differ on what's most important in today's turbulent times. They talk about sprinters vs. marathoners, growers vs. grinders, and peace-time vs. war-time leaders. They also cover how technology adds to the challenges of scaling companies and the crisis of middle management and how to address it.…

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