Private Equity Funcast

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.

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.

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.

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.

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.

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

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.

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.”

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."

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.

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.

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.

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.

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.

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.

Jimmy Holloran talks with Stacey Kacek, OnePlus Systems CEO. They discuss her early career as an engineer at Motorola, her transition into leadership, and her perspective on being a CEO. Along the way, they cover key influences in her life, lessons learned, and as well as advice for aspiring CEOs.

Jim recently got massively over-billed by Hertz, prompting a discussion about what happens to customers when process automation goes off the rails. Ryan Milligan jumps in with a Zappos story that will warm your heart.

As part of our continuing People Operations series, ParkerGale Principals Jimmy and Paul dive into the 9box, a talent management framework commonly used to assess an organization’s breadth and depth of talent. Jimmy and Paul cover why this matters, how to effectively review an organization’s entire talent base, and why it pays for investors to be involved in the process.

Devin sits down with Cici to discuss some easy but very important things you should be doing to extract deeper customer and market insight into your software products.

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.