Private Equity FunCast

Jim Milbery and Devin Mathews

Your favorite GP's favorite podcast. Occasionally insightful, always entertaining. Deep dives into how private equity works, what happens after the deal closes, how money gets raised, and how companies get bought and sold. And everything in between with healthy doses of pop culture and humor. Straight from the team at ParkerGale Capital. For educational and entertainment purposes only. Not investment advice. Additional disclosures at www.parkergale.com.

  1. -2 DIAS

    How Operating Partners Create Value in Private Equity

    Most private equity firms claim to use a leather-bound "value creation" bible nobody's allowed to touch. The truth? It's more of a Cheesecake Factory menu. In this episode, Paul and Jim break down what operating partners actually do once the deal closes — the three buckets that matter (revenue, cost, risk), why many software companies leave revenue on the table with their existing customers, and what "don't buy a company you can't sell" looks like in practice.

    46 min

  2. 29/04

    The Evolution of PE Ops

    In 1995, the typical "PE operating team" was a few old-timer ex-CEOs. Today there are 20,000 of them. Cass and Paul from ParkerGale's ops team sit down with Devin to walk through how private equity operations actually evolved — from the "I got a guy" Rolodex era, to the captive consulting model, to today's proliferation of professional operators. Plus hot takes on the AI-specialist hiring boom, why a lot of operating teams will get skinnier, and how to know if you're helping or propping up a company.

    1 h

  3. 22/04

    10 Lessons From 10 Years Running Our Own Private Equity Firm

    Do operating teams matter? Why is sourcing broken? Are add-ons a strategy or a crutch? What firms have actually "stayed small?" In this episode, Devin and Jim get introspective, reflecting on their biggest lessons to mark the 10-year anniversary of the final close of ParkerGale's first fund. Tell us what you've seen change over the past ten years, and what has stood the test of time.

    1 h 2 min

  4. 15/04

    The Private Equity Glossary - 50(ish) Terms You Should Know

    LPs. GPs. Carry. Waterfalls. Pari passu. The unlock. Quantum. De-Risk. Niko originally thought one of these was a French dish. Liz wants to ban another from all future meetings. In their PE Funcast debut, ParkerGale Associates Liz & Niko join Devin to demystify the private equity alphabet soup, breaking down everything from formal vocabulary to finance bro speak. Whether you're a first year Associate or a founder looking to sell, this is the lingo you should know.

    1 h 13 min

  5. 8/04

    The Ghost of Software Future

    In February of this year, an obscure research report triggered a $1 trillion wipeout in software stocks in seven days. In this episode we decipher what actually happened — and why AI is more likely to be a gift to enterprise software than a death sentence.   Devin and Jim have invested through every major tech transition: PCs, client-server, the browser, mobile, the cloud. This time, they're breaking down the four bear cases for enterprise software (private credit, seat licensing, vibe coding, the AI bubble) and sharing what's actually happening inside their portfolio. The ghost shows up every decade. Here's how not to get spooked.   READ: "The Ghost of Software Future" on Substack

    1 h 31 min

  6. 1/04

    When And How To Sell Your Company

    Selling a company isn't just about price - it's about timing, preparation and process. In this episode, Devin sits down with Ryan Milligan to break down how to sell a company - from timing the exit to running a competitive process and getting a deal across the finish line. They walk through the full private equity playbook including when to sell, whether or not to hire a banker and how deals move from early conversations to signed LOIs and closing. If you've ever wondered how exits happen behind the scenes, this episode illustrates how it really goes down.

    59 min

  7. 25/03

    You Just Bought A Company. Now What?

    Everyone loves the chase but what happens when the ink dries on the deal and you actually own a company? In this episode, Jim sits down with Paul Stansik to pull back the curtain on how the combined deal, ops, and management teams come together in the first few weeks and months post-close. They break down what life looks like immediately after an acquisition, including setting up governance, identifying talent gaps and figuring out where the real opportunities (and risks) are hiding. Jim and Paul also hit on the softer side of what happens during the early-hold period, and the importance of curiosity, connection, and trust-building inside ParkerGale's approach to value-creation. Ever wonder what your investors are thinking about during the first few months of a new investment? Curious about what happens when diligence is over and things get real? This is the episode for you.

    53 min

  8. 18/03

    How Private Equity ACTUALLY Buys Companies

    It all starts with an acquisition, but most people don't understand how private equity firms actually find and buy companies. Devin sits down with Ryan Milligan to break down the mechanics of deal sourcing, banker-led processes and direct founder relationships.  From the early days of rotary phones ringing with deals to today's hyper-competitive sourcing environment, we discuss how firms build pipelines, win founders over, and decide which companies to buy.  If you've ever wondered how private equity truly functions behind the scenes, this is your go-to guide for the entire process.

    1 h 24 min
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Classificações e críticas

Sobre

Your favorite GP's favorite podcast. Occasionally insightful, always entertaining. Deep dives into how private equity works, what happens after the deal closes, how money gets raised, and how companies get bought and sold. And everything in between with healthy doses of pop culture and humor. Straight from the team at ParkerGale Capital. For educational and entertainment purposes only. Not investment advice. Additional disclosures at www.parkergale.com.

Informação

  • Autoria
    Jim Milbery and Devin Mathews
  • Anos em atividade
    2013 - 2026
  • Episódios
    314
  • Classificação
    Para todos
  • Copyright
    © Copyright ParkerGale Capital 2022 All Rights Reserved
  • Site do programa
    Private Equity FunCast

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