145

The Fatal Flaw Episode

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!

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144

March Madness 2018

Our day jobs have been getting in the way of our podcasting ... but the long wait is over, we are back in the saddle with our annual March Madness Episode.  This year we cover the technologies that are having the biggest impact on our portfolio - it's Amazon vs. Google, Netsuite vs. Salesforce.com, C# vs Python, PostgreSQL vs. MySQL ... and more!

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143

A Brief History of Computing

Jim and Devin walk through the list of technology companies where Jim has worked over the years. We talk about the lessons learned as they apply to PE-owned tech companies in the middle market. We cover decades of computing from Digital Equipment Corporation to Oracle and beyond. Bonus content includes a Rupert Pupkin shoutout and a Regis Philbin impression.

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142

The Case For 1st Time Funds with PitchBook

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.

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141

Macroeconomics and Private Equity

Devin and Jim talk about the major macroeconomic factors that affect Private Equity. Here's a hint -- it's mostly a robust economy and lower interest rates.

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140

Halloween 2017 Special

Devin and Jim talk about the four basic Halloween villains -- Vampires, Frankenstein, Werewolves and Mummies -- and how PE deals often end up as one of these monsters. Plus, we do a fast review of the BEST Halloween candies and our most popular costumes when we were kids.

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139

Welcome Cici Zheng


Devin & Jim welcome ParkerGale’s newest teammate to the FunCast. Cici joined us from Bain & Co to manage our go-to-market activities across the portfolio

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138

How To Teach People Stuff

Devin and his daughter Quinn spend an hour with high school English teacher Nathaniel Small on exploring the challenges of teaching people...

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137

Buyouts from the Seller's Side

Listener Request! Devin & Jim take a look at private equity deals from the sellers' side of the table and cover questions such as: How do you select a PE buyer?

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136

What the heck is a Digital Strategy?

Talking with Anthony Onesto of the Konrad Group about "Digital Strategy". It means different things to different people and we make an attempt to define the basics. This is a big topic -- covering everything from websites, email, SEO/SCM to Facebook, Instagram and Snapchat.

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135

Entrepreneurship Through Acquisition

Devin 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.

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134

Summer Reading List

Devin 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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133

Confusing PE Jargon Explained

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!

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132

What is a Dividend Recap?

Devin 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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131

How to develop an Investment Thesis

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.

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130

Ship of Theseus Episode

Devin and Jim were inspired to delve into the "Ship of Theseus" story in the first episode from season two of Gladwell's "Revisionist History"...

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129

Talent Management 201

Devin 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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128

Customer Analytics 101

An 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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126

Jake? Jake's my boy!

Jim 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.