In this episode of Funds That Won, we explore the inception story and investment approach of Maddix Capital, a unique and novel investment fund. Jake Gubler. Jake is well-versed in M&A, private / public capital raises, and corporate advisory. Before joining Maddix, Jake was the Manager of Corporate Development at Owlet (NYSE: OWLT), where he led M&A, partnership, and strategic analyses and execution efforts. Before Owlet, Jake spent time as an investment banker at Bank of America and Wells Fargo and as an analyst at Peterson Partners, a lower-middle market private equity fund. Jake has executed ~$10 billion of cumulative M&A and equity / debt transactions throughout his career, primarily across the technology and consumer / retail industries.

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CRM tech platform stack.

[00:03:40]

Negative experience with leverage buyout.

[00:07:52]

Expanding opportunities beyond boxes.

[00:11:49]

Our flexible fund mandate.

[00:16:13]

The hold period and extensions.

[00:18:09] How he got his start.

[00:21:04]

Middle market investment banking.

[00:25:13]

Utilizing debt in acquisitions.

[00:27:30]

Acquiring human capital needs.

[00:31:41] Use of proceeds.

[00:34:00]

Advisors and their role.

[00:37:14]

Sourcing and deal flow.

[00:41:28]

Multi product and strategy.

[00:44:11]

Fund economics and target raise amount.

[00:47:18]

Analytics on market trends.

[00:51:05]

Stage zero and investment process.

[00:56:42]

Business investment pet peeves.

[00:59:23]

Outdoor activities with family.