Private Equity Funcast

By Jim Milbery and Devin Mathews

What's Private Equity Funcast about?

Hosted by Devin Mathews and Jim Milbery, partners at ParkerGale Capital, a middle-market private equity group. This bi-weekly show is a lively discussion of the uses of technology to improve business operations for companies with less than $100 million in revenue.

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Private Equity Funcast episodes:

04.04.2024
Getting Real About Value Creation in PE
"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...
03.08.2024
The View From Europe with Flex Capital
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...
02.14.2024
Mastering Business Storytelling: Strategies for Effective Communication in Private Equity
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,...
01.25.2024
Revolutionizing Investment Strategies: Harnessing Low-Code/No-Code with Jon Kragh
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...
01.18.2024
The Incredible i Episode
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...
12.18.2023
AI for Investment: A Platform Disruption
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...
11.29.2023
10 Lurking Problems for Sellers with Bill Snow
Bill Snow, a noted authority on mergers and acquisitions, is back with the second part of our discussion on his new book, Mergers and Acquisitions for Dummies. He joins host Jim Milbery to discuss the most common problems that...
11.07.2023
It's Restructuring Time!
Devin is joined by Tuck Hardie, a Managing Director in Houlihan Lokey’s Financial Restructuring Group. After operating through the bankruptcy at Marvel as a client of Houlihan, Tuck switched sides and joined the HL team over 20 years ago. Tuck...
09.27.2023
Mergers and Acquisitions with Bill Snow
Bill Snow, a noted authority on mergers and acquisitions has represented buyers and sellers in a multitude of industries. He joins host Jim Milbery to discuss his new book, Mergers and Acquisitions for Dummies. In this episode, we focus...
09.15.2023
It's the 10 Year Anniversary of the PE Funcast
Two Hundred and Seventy Three Episodes and Two Million downloads later, it's the 10th anniversary of the PE Funcast. Indulge your intrepid co-hosts, Devin and Jim, as we walk down memory lane.
08.10.2023
Generative AI: Implications for PE Investors
This week we sat down with Clark O'Niell and Jay Barlett from BCG to discuss their most recent research report on Generative AI and its implications for PE investors and their portfolio companies. GenAI is already becoming a game changer,...
07.13.2023
PE Partner and the CEO
In this episode of the PE Funcast, we take a deep dive into the relationship between the portfolio company CEO and the private equity Partner. What do they talk about when they talk? How does their connection evolve from the...
06.14.2023
What is the role of an Operating Partner at a private equity fund?
We’ve been hearing more questions and interest in operating partner roles than ever before. In our latest episode of the Private Equity Funcast, Operating Partners Jim and Cici cover some of the most frequently asked questions we frequently hear about...
05.19.2023
AlixPartners 8th Annual PE Leadership Survey
Ted Bililies, Managing Director and Head of Global Transformation Leadership Practice at AlixPartners joins Devin again to review the findings of the 8th Annual PE Leadership Survey. Devin and Ted discuss where PE and Portfolio Executives agree and differ on...
05.04.2023
What's a Software Company Worth?
In this episode of the PE Funcast, Devin and our Head of Research, David, discuss our research on software valuations, “What’s a Software Company Worth.” They cover how software valuations have trended over the past 20 years, the challenges that...
04.20.2023
More Working with Private Equity from the Portfolio CXO Perspective
The grand finale of our two-part conversation with Kelley Powell, a long-time ParkerGale collaborator, and ex-portfolio executive. Kelley talks about the ins and outs of working with PE from the portfolio company perspective. She's a wealth of knowledge about working...
04.05.2023
Working with Private Equity from the Portfolio CXO Perspective
Part One of a two-part conversation with Kelley Powell, a long-time ParkerGale collaborator and ex-portfolio executive. Kelley talks about the ins and outs of working with PE from the portfolio company perspective. She's a wealth of knowledge about working with...
03.23.2023
Technical Due Diligence with Code & Co
Jim spends an hour talking about technical due diligence with Dan Bender, and Lukas Ingelheim from Code & Co. Dan and Lukas have over 250 engagements under their collective belts and have literally "seen it all." We cover a wide...
02.24.2023
Think Like a CTO with Alan Williamson
Jim talks with an old friend and comrade, Alan Williamson, about his new book - Think Like a CTO. Alan shares hard-won lessons on how to thrive in the fast-paced role of Chief Technology Officer. We discuss the ins and...
01.25.2023
M&A Rollups with Matt Lynch
Jim talks Mergers and Acquisitions Roll-up strategies with Matt Lynch, Managing Director at District Capital Partners. We discuss the various types of add-on acquisitions and answer the key questions. What is an M&A; roll-up strategy, and why does it matter? How...
01.04.2023
Demystifying Executive Coaching
Jimmy is joined by Katrina Calihan, Executive Coach and Co-Founder of Wind + Sail Leadership Partners, to discuss and demystify executive coaching. Jimmy and Katrina have been working together since 2019 when they launched L6, the leadership development program that...
12.20.2022
How PE firms use the Jobs-To-Be-Done framework to drive a high-growth product strategy
In this episode of the Private Equity Funcast, Operating Partner Cici Zheng is joined by Jared Ranere, President and COO of thrv, a firm that delivers services, training and a software platform using the Jobs-to-be-Done (JTBD) framework to identify and...
11.11.2022
The Digging In Episode
Jim talks with Paul Stansik about his experiences digging in on the sales and marketing function within our portfolio.
09.02.2022
Defining Your Ideal Customer Profile
In the latest episode of the Private Equity Funcast, Operating Partners Cici Zheng and Paul Stansik discuss the ICP - Ideal Customer Profile. As investors, we're frequently asking our portfolio companies - who is your ICP? Which ones are your...
08.17.2022
Value Creation through Human Capital with David Cohen, Partner at Kelso and Company
Jimmy is joined by David Cohen, Human Capital Partner at Kelso and Company. David has been working in the Human Capital / Private Equity space for over a decade and has helped shape the discipline across the PE industry. They...
07.11.2022
What is Human Capital Due Diligence? A lot more than you think.
In this episode, Jimmy is joined by Laura Queen, founder, and CEO of 29Bison, a Human Capital Consultancy focused on the PE space. Laura is also the author of the book “People Economics: Defining and Measuring the True Value of...
06.22.2022
DevOps with Dave Mangot
Jim talks all things DevOps with Dave Mangot from Mangoteque. Dave's philosophy is "Get Good at Delivering Software", and he has helped many well-known companies become "best in class" We discuss the four keys that define a company's competence in...
06.08.2022
They Ask, You Answer with Marcus Sheridan
No prospect is going to buy enterprise software on impulse. Prospects don't need advertising, they need help, help understanding that they have a problem, help in understanding their options for solving that problem, and help in working their way through...
05.31.2022
Lessons Learned from Integrating Companies - and why you need an Integration Management Office (IMO)
Your company acquired another company - congrats! But what happens next? In this episode, Operating Partners Cici and Jimmy break down the Integration Management Office, or IMO. They discuss what it is and how they deploy it inside the portfolio...
05.04.2022
The Increasingly Important Role Talent is Playing in Private Equity
Jimmy is joined on the show by Ted Bililies, Managing Director at AlixPartners, for what is now becoming a yearly ritual to discuss the results of the 7th Annual PE Leadership Survey. This year, the theme is all about the...
04.13.2022
Mastering the Basics of B2B Marketing (w/ Special Guest Elias Rubel)
On this episode of the Funcast, Operating Partner Paul Stansik is joined by CEO Elias Rubel, whose team at Matter Made works with B2B marketing teams big and small to help accelerate their revenue growth. If you've ever wondered how...
04.04.2022
March Madness 2022 -- Final Four
It's the grand finale of our annual March Madness episodes -- the final four. Cass versus Jimmy and Paul versus Cici for all the proverbial marbles for our favorite podcast!
03.28.2022
March Madness 2022 - Sweet Sixteen
It's our annual March Madness show. This year our intrepid Operations Team picks their 16 favorite podcasts. Have a listen as Cici, Paul, Cass, and Jimmy along with Commissioner for Life -- Jim work their way down to a...
03.24.2022
The Prospecting Debate
Sometimes the recipe for a good discussion is to simply pick an important topic, invite two smart people who disagree with each other, and then sit back and listen. Today Paul Stansik, Operating Partner at ParkerGale, is joined by Cory...
03.10.2022
Cybersecurity Insurance and Litigation with Peter Halprin
Jim and Attorney Peter Halprin from Pasich, LLP discuss the ins and outs of Cybersecurity Insurance and Litigation. We cover a wide range of topics with a focus on what private equity leaders need to know about these issues, including:...
03.03.2022
Nailing Your Product Positioning with April Dunford
In this episode, Cici Zheng talks with April Dunford, a positioning consultant, speaker, and author on how she helps growth stage companies with positioning. They discuss the difference between product messaging and product positioning, how to "fix" positioning problems, and...
02.17.2022
Everything you wanted to know about data lists -- but were afraid to ask
In this week's episode, we are talking with Pam Lang, CEO of Xcelerated Data, a company that focuses on fixing data quality problems leading to better decisions in your marketing organization. Pam explains compiled lists, hotlists, the differences between consumer lists...
01.12.2022
Community Building In Our Portfolio
Jim, Cici and Jimmy discuss community building within our portfolio. We cover everything from organizing small teams across our companies to ParkerGale's approach to "summits".
01.05.2022
Annual 2022 Predictions Show
It's our annual predictions show for 2022 with your original hosts, Devin and Jim. With the glut of other pontificators doing their usual prognostications, we've decided to shake things up a bit and focus on resolutions, or rather our anti-resolutions.
12.27.2021
We're Hiring a Platform Team!
Devin walks us through three (yes 3!) new additions to the ParkerGale team. We're calling it the Platform Team and it includes a Head of Community, a Head of Origination, and a Head of Research. Listen to hear a brief...
12.24.2021
Annual Holiday Episode on the Funcast
It's our annual holiday episode, with your original hosts -- Devin and Jim. While the debate over "Die Hard as a Christmas movie" is settled (it is), there are still plenty of things to discuss this holiday season, so come...
12.17.2021
The Great Resignation with Tim Schumm, CEO of Lucas James Talent Partners
Jimmy is joined by Tim Schumm, CEO of Lucas James Talent Partners to discuss The Great Resignation. Just about everyone has been impacted by this personally or professionally in some capacity, but mid market businesses can feel this even more...
12.15.2021
We're Hiring! Associate Position Overview
We’re hiring! ParkerGale VPs Ben and Nori join Jimmy to discuss the Investment Associate role at ParkerGale. They discuss Associate responsibilities, core values, and what makes the job unique (including, but not limited to, great office snacks). Please share with...
11.19.2021
A Transformation Story
Jimmy is joined by Eric Green, co-founder of WPD Management, a Chicago-based real-estate and property management company, to discuss the recent transformation that Eric guided WPD Management through. They discuss Eric's founder's story and how he built the business, the...
11.03.2021
Purpose and Culture in a Post-COVID World with Amanda Lannert
Jimmy is joined by Amanda Lannert, much lauded CEO of Chicago-based Jellyvision, to discuss how Jellyvision is transforming their culture as we emerge from the grips of the pandemic. They discuss how COVID impacted Jellyvision's business, how she has embraced...
10.29.2021
Building a Better Sales Team
ParkerGale Operating Principal Paul Stansik is joined by Zorian Rotenberg, former head of Sales, CRO, and now a PE growth advisor. Zorian and Paul share their approach to diagnosing and addressing typical growth problems, how sales teams can use simple...
10.21.2021
What We’ve Learned about People Ops and Culture
Jimmy Holloran and Paul Stansik share the lessons they’ve learned inside the portfolio from the last 2+ years working on teams, talent, and culture. They cover how to get the most out of your next team offsite, what great management...
10.14.2021
Canadian entrepreneurship and M&A, a discussion with Pierre Chamberland
Ryan Milligan discusses the state of the Canadian M&A; market with Pierre Chamberland, founder of NetGovern. Pierre describes his roughly 20-year journey from entrepreneur to selling to private equity, followed by a discussion on the state of investing and M&A;...
09.15.2021
Limited Partner Questions You Must Know
Inspired by their friend Dave Kellogg, Devin & Jim discuss the questions Limited Partners (and prospective Limited Partners) ask that you should always know off the top of your head. These are the questions that responding with "let me get...
09.08.2021
Commercial Diligence with Cici Zheng
Devin and Cici sit down to discuss how we do commercial due diligence at ParkerGale. You know, all the market sizing, customer calls, surveys, competitive analysis you do after LOI but before you close the deal. We have two eras...

What's Private Equity Funcast about?

Download our free app to listen on your phone

Private Equity Funcast episodes:

Getting Real About Value Creation in PE

The View From Europe with Flex Capital

Mastering Business Storytelling: Strategies for Effective Communication in Private Equity

Revolutionizing Investment Strategies: Harnessing Low-Code/No-Code with Jon Kragh

The Incredible i Episode

AI for Investment: A Platform Disruption

10 Lurking Problems for Sellers with Bill Snow

It's Restructuring Time!

Mergers and Acquisitions with Bill Snow

It's the 10 Year Anniversary of the PE Funcast

Generative AI: Implications for PE Investors

PE Partner and the CEO

What is the role of an Operating Partner at a private equity fund?

AlixPartners 8th Annual PE Leadership Survey

What's a Software Company Worth?

More Working with Private Equity from the Portfolio CXO Perspective

Working with Private Equity from the Portfolio CXO Perspective

Technical Due Diligence with Code & Co

Think Like a CTO with Alan Williamson

M&A Rollups with Matt Lynch

Demystifying Executive Coaching

How PE firms use the Jobs-To-Be-Done framework to drive a high-growth product strategy

The Digging In Episode

Defining Your Ideal Customer Profile

Value Creation through Human Capital with David Cohen, Partner at Kelso and Company

What is Human Capital Due Diligence? A lot more than you think.

DevOps with Dave Mangot

They Ask, You Answer with Marcus Sheridan

Lessons Learned from Integrating Companies - and why you need an Integration Management Office (IMO)

The Increasingly Important Role Talent is Playing in Private Equity

Mastering the Basics of B2B Marketing (w/ Special Guest Elias Rubel)

March Madness 2022 -- Final Four

March Madness 2022 - Sweet Sixteen

The Prospecting Debate

Cybersecurity Insurance and Litigation with Peter Halprin

Nailing Your Product Positioning with April Dunford

Everything you wanted to know about data lists -- but were afraid to ask

Community Building In Our Portfolio

Annual 2022 Predictions Show

We're Hiring a Platform Team!

Annual Holiday Episode on the Funcast

The Great Resignation with Tim Schumm, CEO of Lucas James Talent Partners

We're Hiring! Associate Position Overview

A Transformation Story

Purpose and Culture in a Post-COVID World with Amanda Lannert

Building a Better Sales Team

What We’ve Learned about People Ops and Culture

Canadian entrepreneurship and M&A, a discussion with Pierre Chamberland

Limited Partner Questions You Must Know

Commercial Diligence with Cici Zheng