Private Equity Funcast

ParkerGale Principal Cass Ziebel sits down with CFO Jon Danielson to discuss the priorities of a PE-backed CFO and what he's learned from a recent sale process. In this episode, Jon talks about what surprised him most when he moved from an investor role to an operating role, what it means to "shrink the QofE," and advice to other CFOs as they enter a PE-backed business in the first few months and prepare a business for sale.

In this interview, Jim and Yuval Yeret discuss the implementation and challenges of agile methodologies within the private equity space. Yuval has extensive experience in product development, and he emphasizes the importance of principle-driven agility over rigid adherence to frameworks. While agile practices originated in software development, their application is beneficial across various industries and organizational functions. Companies often struggle with "agile theater," where companies follow agile rules without understanding the process. Effective agile adoption requires cross-functional collaboration, adaptability in strategic planning, and the ability to balance customer flexibility with engineering realities. Yuval shares examples from biotech and healthcare, illustrating how agility can extend to broader business operations. He also discusses the role of OKRs (Objectives and Key Results) as strategic guides rather than rigid metrics. Finally, Yuval underscores the unique position of private equity firms and consultants in driving agile transformations through pragmatic, principle-based solutions.

Product positioning expert April Dunford joins Operating Partner Paul Stansik to talk about the curse of product pessimism (and how to fix it), why most software companies struggle to create a winning sales pitch, and how better product positioning fits into an effective growth plan for an emerging tech company.

Ryan Milligan dives deeper into our investment in Big Band Software, joined by Big Band founders Kevin McArdle (CEO), Chris Reedy (Head of Acquisitions), and Jason Heath (COO). Throughout the discussion, the team covers what companies, founders and executives they target, where they think the opportunity lies, and how they aim to scale this consolidation effort.

"Value Creation" - It's one of the most over-used terms in private equity today. What does value creation mean? What's wrong with how investors talk about their value creation approach? And how does ParkerGale think about its strategy for value creation? Operating Partners Jim and Paul get real about the PG value creation playbook - and have some fun along the way - in the latest episode of the Funcast. 

We welcome back our friends Christoph and Peter from FLEX Capital in Berlin, Germany. Our conversation covers everything you would expect . . . how is the tech market holding up in Europe, how is deal flow, are deals getting done, are founders selling or holding on, where are valuations today compared to a few years ago, how is the fundraising market, what does competition for deals look like? We also cover the basics, such as what Christoph and Peter look for in a deal, what they will and won't do, and how that has changed over time. Here are their emails if you'd like to connect . . . [email protected] and [email protected]

Jim welcomes the CEO of Master Storytelling and former host of Planet Money, the always-entertaining Adam Davidson. We explore the importance of crafting a compelling and memorable narrative for companies to effectively communicate with various stakeholders, including investors, management teams, and customers. We take a detour to delve into the challenges of generic messaging, the significance of being distinct and memorable, and the role of storytelling in aligning and coordinating actions within a company. 

Jim talks Low-Code/No-Code with Jon Kragh, founder of Proactive Logic Consulting.  Jon and his team provide fractional CTO, cloud architecture, tech modernization, and process automation services.  Jon has a wealth of experience with low-code solutions and he can quote both Kierkegaard and Ray Dalio, so come have a listen.

Jim talks with IBM Champion and the Incredible i Show host, Peg Tuttle.  IBM's Power Systems platform running the IBM i operating system powers some of the most significant applications in the world.  Peg has 20+ years working in the IBM I world, and we talk about everything from common misconceptions to leveraging the latest and greatest open-source solutions on the IBM Power Systems platform.

Jim talks with Stanford's Dr. Mohammad Rasouli about AI's pending disruption in Private Equity.  He is an ex-McKinsey consultant from the Bay Area and the New York offices managing AI activation projects for private equity clients. He has worked with top-20 private equity funds and many middle and small-size PEs to use AI technology for automating their fund processes and to use AI for their portfolio companies.