Sinopsis
The PE Funcast is a weekly show featuring Devin Mathews and Jim Milbery -- partners at ParkerGale Capital. We discuss all things related to privately-owned middle market technology companies -- the kind of great businesses that are outside the sphere of venture capital.
Episodios
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Entrepreneurship Through Acquisition
12/09/2017 Duración: 51minDevin 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.
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Summer Reading List
30/08/2017 Duración: 26minDevin 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.
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Confusing PE Jargon Explained
21/08/2017 Duración: 44minDevin (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!
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What is a Dividend Recap?
10/08/2017 Duración: 50minDevin 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.
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How to develop an Investment Thesis
31/07/2017 Duración: 53minDevin 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.
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Ship of Theseus Episode
18/07/2017 Duración: 44minDevin 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?
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AE Marketing Group Interview with Kristina Heinze
11/07/2017 Duración: 34minRebroadcast of Brian Walker from AE Marketing Group interviewing partner Kristina Heinze-- talking about leadership, women in private equity and branding.
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Talent Management 201
09/06/2017 Duración: 45minDevin 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.
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Customer Analytics 101
04/06/2017 Duración: 58minAn introduction to customer analytics with Ben Falloon and Jake Petoskey from the ParkerGale team. The first of several episodes tackling the tricky topic of building ground-up customer analytics and building market maps.
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Makers vs. Menders -- The Corgibytes Interview
19/05/2017 Duración: 01h04minJim talks with Andrea Goulet and M. Scott Ford from Corgibytes -- specialists in software remodeling. This is a continuing conversation on technical debt, the albatross around the neck of many companies. Our conversation focuses on Makers vs. Menders, so come have a listen.
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Jake? Jake's my boy!
07/05/2017 Duración: 46minJim and Devin sit down with ParkerGale Principal Jake Petoskey to discuss his path to private equity thru the operating side of the house. Similar to past episodes with Cass and Kevin we cover all the details for how to get into PE, but this time without the traditional finance background.
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Talent Management 101
28/04/2017 Duración: 51minWe spend an hour talking with Anthony Onesto from the Konrad Group. We've known Anthony as a cutting-edge thinker in the Human Capital Management space for many years. Today we finally managed to get him in front of a podcast microphone to start a series of episodes on talent.
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Book Club : Thinking Fast and Slow
17/04/2017 Duración: 58minLimited Partner, John McCarthy, is back for another book club episode. This time we talk about Daniel Kahneman's Thinking Fast and Slow -- and how it applies to private equity. Try listening to this episode with your System 2 thinking.
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Annual March Madness Episode 2017
11/04/2017 Duración: 28minBy popular demand ... it's our annual March Madness Episode from two guys that know nothing about college basketball but love bracketology. It's the Elite Eight -- Lou Adler vs. Daniel Pink, Geoffrey Moore vs. Strunk & White, Malcolm Gladwell vs. Dan Carlin and HBR vs. Kara Swisher.
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A Brief Introduction to Information Security
14/03/2017 Duración: 01h03minJim spends an hour talking about Information Security with Evolve Security's CEO -- Paul Petefish. We keep bumping into Pete and his team at 1871 - and figured it was time to talk a little bit about Information Security. Everybody KNOWS that it's an important topic, but how does one get started figuring out where they stand from an InfoSec standpoint?
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How to Interview Good
06/03/2017 Duración: 51minJim, 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.
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Fundraising Part IV -- Interview with an LP
06/02/2017 Duración: 52minLimited Partner Mike McClure sits down for a discussion about the other side of the fundraising table. We cover: the first meeting, following up and what can set you apart from all the other GPs in the market.
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Updated ParkerGale Technology Stack - Basecamp eats Slack
24/01/2017 Duración: 45minOver the past year we've changed out a number of tools and software that we use to manage the fund. Come have a listen and find out what things we've moved off of and our new favorites. Spoiler alert: Contactually, Microsoft Office 365, Egnyte, NetSuite, Squarespace, Intralinks ... and Basecamp.
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We're Hiring!
10/01/2017 Duración: 31minParkerGale is looking to add three professional to our team -- two Principals focused on Operations and one Associate for the Investment team. Take a listen to find out if you (or someone you know) is a good fit.
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Fundraising Part III
20/12/2016 Duración: 54minThe latest episode in our Fundraising series. We spend an hour talking with John Cosgrove from Beartooth Advisors - the team that worked as our agents on the ParkerGale fund. Come have listen and find out how Beartooth approached our fundraising process and learn all the ins and outs of working with an agent. (This is an updated version -- fixed the audio from the original release)