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Private Equity Funcast

Jim Milbery and Devin Mathews

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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 mill...Show More
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It's the Jimmy Holloran Interview

39:23 | May 10th

Jim talks with ParkerGale's newest addition to the Operating Team handling talent management -- Jimmy Holloran.  He joins us from the mean streets of St. Louis with stops at Nortel, Teach for America, Bain & Company and HomeChef along the way.
Interview with Greg Besner CEO of CultureIQ

48:05 | May 2nd

Jim sits down with CultureIQ CEO Greg Besner to talk about his experiences working for a Private Equity backed company.  As usual, we take some detours along the way covering everything from his investing in Zappos to Atlantic City.
Discussing Paul Graham's "Makers versus Managers"

49:52 | Apr 19th

Jim and the MacLaurin Group Team -- Alan, "The Mad Scotsman", Jim Headley and Kelley Powell tackle Paul Graham's "Makers versus Managers" essay.   How do you balance the need for managers to "meet up" with programmers/writers/creators need for large ...Show More
How to Land a CFO Job

1:04:27 | Mar 26th

Devin interviews True Search Partner and CFO-whisperer Matt Goldstein about how to land a CFO job at a PE-backed company. They cover the process from the candidate side and the company side. How to differentiate yourself; how to prepare for interview...Show More
The Mad Scotsman Embraces Node.JS (and other surprises)

39:52 | Mar 7th

We're back with the Mad Scotsman, Alan Williamson and his partner in crime, Jim Headley, of the MacLaurin Group. Alan and Jim give us their thumbs up and thumbs down on various development tools, cloud platforms and business intelligence software sta...Show More
Predictions for 2019

55:12 | Jan 9th

Devin and Jim talk about macro and micro events for 2019 including; the global economy, the U.S. economy, politics, the tech market and the implications for private equity in the new year.
The Messy Marketplace Interview

58:15 | Dec 20th, 2018

A far-reaching conversation with Brent Beshore, CEO of adventur.es, a buyout shop based in Columbia, Missouri.  Brent recently released his book "The Messy Marketplace", the ultimate "how to" book for selling a business in the world of imperfect buye...Show More
2018 Annual Thanksgiving Show

46:04 | Nov 20th, 2018

No awkward musical guests or actors passed-their-prime --- just Devin and Jim giving thanks for another year of fun with the podcast.
Systems Pillar Deep Dive - It's all about sales opportunities

50:50 | Nov 13th, 2018

Jim talks with ParkerGale Operating Principal, Jake Petoskey, about optimizing back office systems at portfolio companies.   In this episode we focus the discussion on organizing Sales Opportunities as the tip of the spear using Insight Squared with ...Show More
ParkerGale's Operations Pillars

48:58 | Sep 27th, 2018

The first episode in a five-episode arc discussing ParkerGale's four operating pillars: Systems, Talent, Growth and Product.   In part one, Devin and Jim introduce the four pillars.  The follow-on episodes will feature deep-dive interviews with Parke...Show More
Interview with Len Finkle, CEO of Profisee

49:43 | Sep 6th, 2018

The first in a series of interviews with the CEOs of ParkerGale's portfolio companies.  In this week's episode, we talk with Len Finkle, CEO of Profisee.  Have a listen and find out how he made the journey from intrepid salesperson to private equity ...Show More
The Career Wayback Machine

53:22 | Aug 28th, 2018

This week's topic comes from our listeners and it's one of our favorite subjects -- us!   It's the "how did we get into private equity" episode.  So hop into the wayback machine with Devin and Jim and find out how we got from Albany, New York and Bro...Show More
2018 Private Markets Due Diligence Survey

48:21 | Aug 9th, 2018

Talking with Drake Paulson and Graeme Faulds from eVestment, a Nasdaq company, about the results of their 2018 Private Markets Due Diligence Survey. Find out how Limited Partners feel about fees, the use of credit facilities to close deals and due di...Show More
Scoping Market Due Diligence with Parthenon/EY - Part II

53:31 | Jul 26th, 2018

The second part of our scoping conversation with Jay Bartlett and Joe Repp from EY-Parthenon.   This time we flip the conversation and talk about undertaking a market study prior to SELLING a company.
Scoping Market Due Diligence with Parthenon/EY

37:31 | Jun 28th, 2018

We're back with Jay Bartlett from EY-Parthenon talking about scoping due diligence processes for private equity deals with special guest, Joe Repp.   This is part one of a two-part episode..
More Stack Overflow with Alan Williamson

54:02 | Jun 6th, 2018

A follow-up conversation with the Mad Scotsman, Alan Williamson.  This time we're talking about the technology section of the 2018 Stack Overflow developer survey.   It's Java vs. C#, MariaDB vs. Oracle, AWS vs. Azure and much, much more.
Stack Overflows 2018 Developer Survey

56:59 | May 17th, 2018

The Mad Scotsman, Alan Williamson, returns to the funcast for a lively discussion of Stack Overflow's 2018 Developer survey.  We talk about all things development, backend vs frontend vs. full stack -- and the myth of the high school dropout programm...Show More
The Evolving Role of the Operating Partner with Jay Bartlett

1:05:20 | Apr 24th, 2018

Jay Bartlett from Parthenon is back on the funcast to talk about the evolving role of the operating partner in private equity.   The EY-Parthenon team has been delving deep on this topic with limited partners and portfolio company executives.    Come...Show More
The Fatal Flaw Episode

41:28 | Apr 11th, 2018

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!
March Madness 2018

54:23 | Mar 29th, 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'...Show More
A Brief History of Computing

59:55 | Jan 29th, 2018

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 Cor...Show More
The Case For 1st Time Funds with PitchBook

55:13 | Dec 20th, 2017

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...Show More
Macroeconomics and Private Equity

49:27 | Nov 27th, 2017

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.
Halloween 2017 Special

47:23 | Oct 31st, 2017

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 costu...Show More
Welcome Cici Zheng

1:01:43 | Oct 25th, 2017

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. Cici talks about her not-so-straight path to private equity, what her day to day job is like an...Show More
How To Teach People Stuff

49:36 | Oct 11th, 2017

Devin and his daughter Quinn spend an hour with high school English teacher Nathaniel Small on exploring the challenges of teaching people. We talk about why it is so hard for an expert to teach a novice. How teaching in an academic setting can help ...Show More
Buyouts from the Sellers' Side

44:12 | Oct 2nd, 2017

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? What questions should you ask prospective buyers? What's negotiable and what's not? And a...Show More
What the heck is a Digital Strategy?

52:03 | Sep 25th, 2017

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 Faceb...Show More
Entrepreneurship Through Acquisition

51:35 | Sep 12th, 2017

Devin and Jim sit down with NextGen Growth Partners founder Brian O'Connell to discuss search funds, pledge funds, traditional funds and all the similarities and differences among them. They go deep into backing entrepreneurs to create an investment ...Show More
Summer Reading List

26:12 | Aug 30th, 2017

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.
Confusing PE Jargon Explained

44:30 | Aug 21st, 2017

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...Show More
What is a Dividend Recap?

50:45 | Aug 10th, 2017

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.
How to develop an Investment Thesis

53:59 | Jul 31st, 2017

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.
Ship of Theseus Episode

44:28 | Jul 18th, 2017

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".  If we change out every "board" (no pun intended) in our companies over our ownership period -- is it the ...Show More
AE Marketing Group Interview with Kristina Heinze

34:20 | Jul 11th, 2017

Rebroadcast of Brian Walker from AE Marketing Group interviewing partner Kristina Heinze-- talking about leadership, women in private equity and branding.
Talent Management 201

45:16 | Jun 9th, 2017

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 talen...Show More
Customer Analytics 101

58:20 | Jun 4th, 2017

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.
Makers vs. Menders -- The Corgibytes Interview

1:04:10 | May 19th, 2017

Jim talks with Andrea Goulet and M. Scott Ford from Corgibytes -- specialists in software remodeling.  This is a continuing conversation on technical debt, the albatross around the neck of many companies.   Our conversation focuses on Makers vs. Mend...Show More
Jake? Jake's my boy!

46:28 | May 7th, 2017

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 wit...Show More
Talent Management 101

51:41 | Apr 28th, 2017

We spend an hour talking with Anthony Onesto from the Konrad Group.  We've known Anthony as a cutting-edge thinker in the Human Capital Management space for many years.  Today we finally managed to get him in front of a podcast microphone to start a ...Show More
Book Club : Thinking Fast and Slow

58:31 | Apr 17th, 2017

Limited Partner, John McCarthy, is back for another book club episode.   This time we talk about Daniel Kahneman's Thinking Fast and Slow -- and how it applies to private equity.   Try listening to this episode with your System 2 thinking.
Annual March Madness Episode 2017

28:17 | Apr 11th, 2017

By popular demand ...  it's our annual March Madness Episode from two guys that know nothing about college basketball but love bracketology.  It's the Elite Eight -- Lou Adler vs. Daniel Pink, Geoffrey Moore vs. Strunk & White, Malcolm Gladwell vs. D...Show More
A Brief Introduction to Information Security

1:03:15 | Mar 14th, 2017

Jim spends an hour talking about Information Security with Evolve Security's CEO -- Paul Petefish.  We keep bumping into Pete and his team at 1871 - and figured it was time to talk a little bit about Information Security.  Everybody KNOWS that it's a...Show More
How to Interview Good

51:34 | Mar 6th, 2017

Jim, Devin and Ryan sit down to discuss why people are so bad at interviewing and what they did to fix their own mistakes. They cover the strategy and tactics for improving your interviewing skills and provide some helpful tips you can try out on you...Show More
Fundraising Part IV -- Interview with an LP

52:25 | Feb 6th, 2017

Limited Partner Mike McClure sits down for a discussion about the other side of the fundraising table. We cover: the first meeting, following up and what can set you apart from all the other GPs in the market.
Updated ParkerGale Technology Stack - Basecamp eats Slack

45:13 | Jan 24th, 2017

Over the past year we've changed out a number of tools and software that we use to manage the fund.  Come have a listen and find out what things we've moved off of and our new favorites.  Spoiler alert: Contactually, Microsoft Office 365, Egnyte, Net...Show More
We're Hiring!

31:38 | Jan 10th, 2017

ParkerGale is looking to add three professional to our team -- two Principals focused on Operations and one Associate for the Investment team. Take a listen to find out if you (or someone you know) is a good fit.
Fundraising Part III

54:37 | Dec 20th, 2016

The latest episode in our Fundraising series.   We spend an hour talking with John Cosgrove from Beartooth Advisors - the team that worked as our agents on the ParkerGale fund.   Come have listen and find out how Beartooth approached our fundraising ...Show More
Why Due Diligence Fails

1:10:49 | Dec 14th, 2016

Jim and Devin spend an hour talking with Jay Bartlett and Scott Orleck from Parthenon-EY Ernst & Young LLP.  We've worked extensively with Jay and Scott on buy-side due-diligence projects over a number of years.  They share their experiences tackling...Show More
Fundraising Part II

47:36 | Dec 2nd, 2016

The second episode of our trifecta covering the raising of ParkerGale's first fund.   This episode starts off where we left our intrepid heroes just after their first close in September, 2015.  Come have a listen as we talk about our decision to hire...Show More
Book Club: "The Most Important Thing"

44:07 | Nov 30th, 2016

Devin and ParkerGale Limited Partner John McCarthy continue their book club series with an investing classic, "The Most Important Thing" by Howard Marks, the legendary cofounder and Chairman of Oaktree Capital Management. Turns out that Marks most im...Show More
Book Club: "Rumsfeld's Rules"

32:06 | Nov 22nd, 2016

Devin and ParkerGale Limited Partner John McCarthy kick off their book club series with an unusual choice, "Rumsfeld's Rules: Leadership Lessons in Business, Politics, War, and Life" by Donald Rumsfeld. Some surprising advice in this book when we app...Show More
Fundraising: Part 1

1:03:32 | Nov 7th, 2016

Devin and Jim spend an hour talking about the strategy and tactics of raising ParkerGale's first fund. This episode covers the pre-launch up to the fund's first close.
DDOS -- An infinite number of kids on an infinite number of school busses

38:06 | Nov 2nd, 2016

Jim and Alan talk about a scary subject on our Halloween episode -- Distributed Denial of Service attacks.  Two weeks ago the internet experienced an unprecedented DDOS attack against a popular DNS hosting service -- Dyn -- that blocked access to a h...Show More
Talking Tech with a Coding Bootcamp Graduate

47:06 | Oct 26th, 2016

We had a great conversation with Kevin Hurley, a recent graduate from Fullstack Academy. Kevin is a high school math teacher who caught the coding bug and decided to switch careers. He's exactly the kind of self-motivated technologist that will thriv...Show More
Social Media Strategies for Middle Market B2B Companies

47:09 | Oct 19th, 2016

Jim talks about all things social media with Cappy Popp and John Maver from Thought Labs -- a leading Digital Marketing Strategy company. We've worked with Cappy and John on a number of projects in our portfolio, and they know what it takes to develo...Show More
Should you consider hiring graduates from a coding bootcamp

51:45 | Oct 11th, 2016

Alan and Jim spend a fun hour talking with Zeke Nierenberg, Academic Director/Chicago from Fullstack Academy. Fullstack teaches qualified non-programmers to code using an immersive 13-week program. Our bias going into this conversation was Alan's bel...Show More
Out on the cutting edge with Go!

41:20 | Oct 3rd, 2016

Alan and Jim spend an hour talking with Ben Johnson, author of BoldDB and and freelance Go developer.  The Go language is a relatively new open source programming language (and platform) started by Google and maintained by a community of developers. ...Show More
ParkerGale Visits the "Journeys" Podcast

33:11 | Sep 26th, 2016

Devin sits down with Jeremie Bacon, CEO and Founder of Synap, to discuss Private Equity, Managing People and Movie Quotes.
Influencer Marketing -- Does it add value for B2B companies?

38:41 | Sep 21st, 2016

Jim is back talking with Brian Walker, CEO of AE Marketing Group on the topic of Influencer Marketing.  Does it work for B2B companies?  Why or Why Not?   What types of "marketing" projects should middle-market business-to-business companies focus th...Show More
If it isn't broken there's no need to upgrade it

42:03 | Sep 15th, 2016

Alan and Jim spend a fast half hour talking when you should consider upgrading older pieces of custom (homegrown) software. You don't have to upgrade older software just for the sake of upgrading it -- and converting from an older language to a newer...Show More
A Brief History of Application Programming Interfaces -- and why you need them.

1:00:57 | Sep 6th, 2016

Jim and Alan spend an hour arguing about whether you should consider bolting an application programming interface onto older applications as a path to modernizing them. The conversation meanders into a brief history of application-programming-interfa...Show More
A Founder's Guide to Brand Marketing -- It's Not About Advertising

44:03 | Aug 23rd, 2016

The first of many conversations with Brian Walker CEO of AE Marketing Group.   We've found that Marketing is often the third wheel at small companies -- behind product development and sales.   Brian's team takes a CoCreation and Customer Experience a...Show More
How do PE firms differentiate themselves?

55:16 | Aug 11th, 2016

We all know there are tons of Private Equity funds. So what are the ways they try to stand out from the crowd? We cover the four biggies: Focus, Size, Sourcing and Team.
Slowing Down Sales ... On Purpose!

46:53 | Aug 5th, 2016

Alan, Jim and Kristina talk about a rare phenomenon in technology -- slowing down sales -- intentionally!  Faced with the need to undertake some major software refactoring, we chose to put the cap on new sales while we raced to update the platform.  ...Show More
Migrating Legacy Applications with Amazon WorkSpaces

44:13 | Aug 1st, 2016

We recently had to find a home for a legacy client/server accounting application, running in a location that was far, far away.  The software came to us through an acquisition of another company.   Our ultimate goal is to migrate the parent and child...Show More
Surviving in the Valley of Anguish

38:22 | Jul 26th, 2016

Jim and Alan talk in detail about the Valley of Anguish and how to survive it.   All large projects (ERP implementations, software re-writes, data center moves) start out with heady expectations and hardy enthusiasm.   Inevitably, as your teams start...Show More
The Seven Deadly Sins of Private Equity

43:10 | Jul 13th, 2016

Devin and Jim discuss the seven deadly sins of private equity -- sins that will turn a good deal into a bad deal. -- Pride: Don't admit what you don't know. -- Envy: Make a bad acquisition. -- Lust: Overpaying for a deal. -- Greed: Trying to do too ...Show More
Is Business School Worth It?

58:26 | Jun 24th, 2016

Devin interviews podcast darling Kevin Fitzgerald on his return to private equity after two years at Harvard Business School. Kevin talks about why he went, what he learned, how he landed his summer internship, how much the whole thing cost and wheth...Show More
Don't Make These Mistakes When Implementing NetSuite

55:20 | Jun 16th, 2016

Jim talks with our old friend and colleague, Dirk Shimpach about the most common mistakes we make when implementing NetSuite.  We've done six implementations across six portfolio companies over the past five years -- so we've learned a thing or two a...Show More
DevOps for Founders and CEOs

33:47 | Jun 3rd, 2016

Alan and Jim discuss DevOps -- the intersection of software development and managing the deployment and operations of software.  We provide a simple layman's definition of DevOps and then address common misconceptions and fears.   It's not fatal if y...Show More
Debunking The Failure Mythology

41:32 | May 19th, 2016

Devin and Jim spend some time talking about the "Failure Mythology" -- the idea that you need to fail in a big way on the path to building a great company. (Aka "The Steve Jobs Story")  It's a popular myth in the venture space, but not at all common ...Show More
Radio Killed the Podcast Star

14:05 | May 13th, 2016

Small change of pace. Here's a replay of Kristina's WGN Business Lunch interview talking about private equity, being a mom and other fun stuff.
Bootstrapping & Selling Your Software Company

55:11 | May 3rd, 2016

Devin sits down with Dave Will, the founder of Peach New Media, a software company he founded, bootstrapped and recently sold to AccelKKR. Dave gets philosophical about building culture and stepping aside after the sale. A good listen for founders an...Show More
Can Unicorns Hurt Buyouts?

50:41 | Apr 26th, 2016

Devin and Jim talk about Unicorns -- not the mythical horse with a horn, but rather the club of billion-dollar-plus tech companies. How is this market different than the late 90s? How do Unicorns affect buyouts and smaller companies, both positively ...Show More
Board Meetings -- The Good, The Bad and The Ugly

1:04:22 | Apr 19th, 2016

Devin and Jim welcome their partner Kristina to her first podcast where they talk about how to run a good board meeting. Who to invite, what to cover, what to avoid and how to manage your PE board members.
It's a LOG way to the top if you want to rock'n'roll

48:35 | Apr 15th, 2016

Alan and Jim spend some time talking about tracking events and errors in application software logs.   Most  companies are at least monitoring their web logs and database error logs these days -- but we'd argue that this is just the tip of the iceberg...Show More
March Madness 2016 -- Elite Eight

52:43 | Apr 4th, 2016

It's our annual March Madness show.  Hosted by two guys that don't know a THING about college basketball -- so our March Madness is all about Private Equity.   This year we are starting with the Elite Eight and working our way down to one winner.  It...Show More
Most Common Technology Challenges that we find when we acquire a founder-owned technology company

52:59 | Mar 24th, 2016

Jim and Alan spend some quality time talking about the most common technology challenges that we uncover when we acquire a founder owned technology company. This is not a criticism of how these companies are run, but rather a testimony to how much a ...Show More
How PE Hires Management Teams

1:00:06 | Mar 18th, 2016

Devin sits down with Chris Morgan, the founder of Lantern Partners, an executive search firm focused on hiring C-Suite executives at PE-backed companies. We cover how to get in the candidate flow, what characteristics are required for the job, how mu...Show More
Shiny New Toy Syndrome -- And what the Founder can do about it.

48:24 | Mar 11th, 2016

Alan and Jim spend some quality time talking about the Shiny New Toy problem (SNTS) in software development.   The tendency for software teams to pin their hopes and dreams on leading edge technology that will solve all of their problems -- easier, f...Show More
Everything a CEO Wants to Know About Technical Debt

48:47 | Mar 4th, 2016

Jim and Alan spend a fast hour talking about technical debt.   It's everything that a CEO/CFO/COO or Founder needs to know about technical debt -- and how to start paying it down.   What causes technical debt?  Is technical debt the result of a bad d...Show More
Hey, You, Get Onto My Cloud

53:46 | Feb 23rd, 2016

Jim and Alan talk about the Cloud.   Private clouds versus public clouds.  Should you ditch your own server room and move everything to the Cloud?  Start small and build ... or go "all in" on the Cloud.   Can you control performance and scaling in th...Show More
Exchanging Data 101 -- Email, FTP, SFTP, DropBox, Box, S3 and More!

52:05 | Feb 12th, 2016

Jim and Alan discuss the history and details of exchanging data between companies and applications.  Email might be the easiest and quickest technique, but find out what it's not very secure or reliable.  Learn about the differences between FTP (not ...Show More
The Myth of the Full Stack Developer

37:01 | Jan 29th, 2016

Jim talks with Alan, Simon and Tiago about the myth of the full stack developer.   Alan plays the role of the database and webservices architect. Simon is the user interface and client-side maven and Tiago is our resident network, security and back-e...Show More
Technology Trends for 2016 -- What's Hot and What's Not?

52:08 | Jan 21st, 2016

Jim and Alan talk about the technology trends for 2016.   What's on the rise?  What technology is falling out of favor?  What will be the most hyped technology in 2016?  Jim asks the questions and Alan answers them on this latest episode of America's...Show More
Native Mobile Applications vs. HTML5 Apps with the Developertown Crew

1:00:08 | Jan 14th, 2016

Jim spends a fast hour talking with the Developertown crew about all things mobile.  Should you develop native iOS and Android applications?   Is it better to standardize on responsive HTML5 solutions?   PhoneGap vs. Xamarin?   These are just a few o...Show More
The Associate Role in Private Equity

41:56 | Jan 6th, 2016

Description:  Cass Gunderson recently joined ParkerGale as an Associate so we check in with her about how she landed the job, what she did before she joined us and talk about her early reactions to the new job. From time to time we'll follow-up to se...Show More
Working with Portfolio Companies as an Operating Partner

49:26 | Dec 23rd, 2015

Second part of our two-episode series on the Operating Partner role in private equity.   In this second episode Devin and Jim talk about engaging with the portfolio companies and their management teams on projects and initiatives.   At the end of the...Show More
Working as an Operating Partner in a Private Equity Group

1:09:36 | Dec 10th, 2015

First part of a two-part episode focused on the vaunted "Operating Partner" role in private equity.  In the first part, Devin talks to Jim about his experiences as an operating partner within a private equity group -- dealing with the other partners,...Show More
Top Ten Common Mistakes When Implementing Salesforce.com

37:09 | Nov 30th, 2015

The last of a four-part series.    Jim talks with Kamela Arya about the most common mistakes that companies make when implementing Salesforce.com.
Salesforce.com Part III -- The dreaded implementation plan

46:07 | Nov 18th, 2015

The third segment in our four-part series on Salesforce.com for the middle market.  In this episode Jim and Kamela talk about the implementation process.   Which department should be tackled first? Choosing your implementation partner and selecting y...Show More
Implementing Salesforce.com Part II -- Licensing and Implementation Costs

55:44 | Nov 4th, 2015

Part two of our implementing Salesforce.com series. This time around we talk with Kamela Arya about which modules to license, how much they cost to license (on an annual basis), and what it costs to implement Salesforce.com in a mid-size organization...Show More
The Ruby on Rails Episode with Developertown

1:02:33 | Oct 23rd, 2015

Jim spends an hour with Developertown's Michael Kelly and Aaron Lerch talking about Ruby on Rails -- why Jim hates it and why they love it.
All Things Salesforce.com With Kamela Arya

41:31 | Oct 15th, 2015

Part one of a three-part series on Salesforce.com.   Jim talks with longtime SFDC collaborator and implementer, Kamela Arya about everything you need to know about customer relationship management software and implementing Salesforce.com in the middl...Show More
The Deal Flow Episode

57:04 | Oct 1st, 2015

Devin and Jim finally cover the most important thing a PE fund can do -- find deals. They cover how they source deals, the banks and brokers they target. Plus they talk about their lifelong search for the white whale -- the elusive proprietary deal. ...Show More
A founder-level discussion of the perfect technology stack with Alan Williamson

58:28 | Sep 24th, 2015

A lengthy discussion with Alan Williamson on the "perfect technology stack".   In today's environment do you HAVE to be running on Linux, or is Windows Server just fine for some shops?   C# or Java?  Java or Ruby on Rails?  Should you be getting rid ...Show More
Vertical Scaling vs. Horizontal Scaling for the Non-technical listener

53:55 | Sep 11th, 2015

Alan and Jim talk about the ins and outs of making applications run faster and scale to handle lots of users.  We compare the two choices for scaling applications: Vertical scaling (adding more resources to existing machines), versus Horizontal scali...Show More
ParkerGale's Updated Technology Stack

52:13 | Aug 31st, 2015

Devin and Jim catalog all of the software that the ParkerGale team has been using on a daily basis over the past year.  We discuss the pros and cons of each, and tell you which apps have been moved to the trash bin.
Lessons from Amazon's Culture Clash

49:49 | Aug 21st, 2015

Devin and Jim discuss the New York Times Amazon article.  Is driving your people into the ground the only way to build successful technology companies?  Is the CEO the last to know when it comes to company culture issues, or are they just turning a b...Show More
After the Letter of Intent: Everything that a Founder Needs to Know

57:14 | Aug 13th, 2015

Jim talks with Ryan Milligan about all the different steps in closing a deal after the Letter of Intent gets signed.   Everything that a Founder needs to know, but was afraid to ask. Customer calls, references, accounting audits, purchase agreements ...Show More
Dominate a Niche or Build a Better Mousetrap

49:06 | Aug 6th, 2015

Jim and Devin discuss the two types of companies that we see in the middle market.   You can either dominate a niche market (such as software targeted at specific verticals) or you can build a better mousetrap and try to capture the entire market.
Public Investors vs. Private Investors -- Who is Smarter?

49:20 | Jul 30th, 2015

Ryan Milligan joins Jim and Devin to talk about Unicorns and argue about whether the public markets are smarter than the private markets.  For the founder with a business between $3 - $5 million of EBITDA we answer the mult-million dollar question: I...Show More
More Product Management Fun with Grant Hunter

51:17 | Jul 24th, 2015

Jim talks in detail with Grant Hunter about the Product Manager role in middle market companies.
Introduction to Product Management with Grant Hunter

48:40 | Jul 16th, 2015

A gentle introduction to product management with Grant Hunter.
Innovator's Dilemma Meets the Blue Ocean

57:04 | Jun 30th, 2015

Jim and Devin discuss the Innovator's Dilemma and Blue Ocean Strategy as it relates to middle market portfolio companies.
Apple's 2015 WWDC Summary

45:26 | Jun 22nd, 2015

Jim talks with Evan Delaney about his trip to Apple's World Wide Developer Conference in SF.
A Micro Discussion About Microservices

29:56 | Jun 12th, 2015

Devin and Jim talk about the role of leveraging microservices development in middle market companies, mixing classic development with microservices -- with proper shout outs to Martin Fowler, Conway's Law and a small sidebar into Game of Thrones.
What Private Equity Can Learn From Venture Capital (Episode 61)

41:00 | Jun 4th, 2015

Devin and Jim discuss the corollary to Fred Wilson's "What VC can learn from Private Equity".
The role of the outside board member with Glenn Winokur (Episode 60)

58:36 | May 29th, 2015

Jim talks about the role of the outside board member with Syapse CEO/Co-Founder and Emerson Street Partners founder Glenn Winokur.
Our "Should we be Agile" Manifesto Episode (Episode 59)

43:46 | May 15th, 2015

Jim and Devin talk about Agile, SCRUM and our experiences with various engineering project management schemes.
Finding Value in Tech Buyouts.

1:04:08 | May 7th, 2015

Devin and Jim talk about applying Howard Marks' principles of value investing in technology buyouts.
It's time for us to talk about the Apple Watch

41:32 | Apr 28th, 2015

Jim chats with Evan Delaney about the out-of-the-box experience with the Apple Watch as the first batch gets delivered.
The Quinn Mathews Interview Episode

44:40 | Apr 16th, 2015

Quinn grills Devin and Jim on everything from their backgrounds to which kinds of potatoes that they prefer.
PE FunCast Final Four 2015

47:30 | Apr 10th, 2015

Jim, Devin and the Commissioner For Life, Ryan Milligan run down our 2015 Final Four results.
March Madness Private Equity Bracketology 2015 Discussion

31:07 | Apr 2nd, 2015

Jim interviews FunCast Bracketology Commish, Ryan Milligan in preparation for next week's "Final Four".
Are Technical Bootcamps Worth the Money?

48:57 | Mar 27th, 2015

Jim and Devin discuss the pros and cons of technical bootcamps.
Autonomy, Mastery and Purpose - Part two of our "Drive" discussion

40:36 | Mar 16th, 2015

Jim and Devin talk in detail about Daniel Pink's autonomy, mastery and purpose with a sidebar into "fairness".
ParkerGale's Tech Stack

1:00:09 | Mar 5th, 2015

Jim and Devin discuss the technology stack that we use to run our business.
Everything that you need to know about eLearning with Joe Gorup

39:32 | Feb 27th, 2015

Jim talks to Joe Gorup about using eLearning in the middle market.
Motivating Management Teams the "Pink" Way

36:59 | Feb 20th, 2015

Devin and Jim discuss Daniel Pink's "Drive" as it relates to their portfolio companies.
We're Not Fooled By Randomness Anymore

35:27 | Feb 13th, 2015

Devin and Jim talk about Nassim Nicholas Taleb's gem, "Fooled by Randomness"
Crossing the Chasm and the Middle Market

29:48 | Feb 5th, 2015

Devin and Jim talk discuss Geoffrey Moore's groundbreaking book "Crossing the Chasm" as it applies to the middle market.
NetSuite Implementation Part Deux -- The CFO Interview

30:58 | Jan 29th, 2015

Jim talks to portfolio company CFO, Mike Welch about his initial experiences with our ongoing NetSuite implementation.
Our Annual Prediction Show 2015

1:07:19 | Dec 31st, 2014

Devin, Ryan Harris, Ian Larkin and Brad Simmons make their predictions for 2015 ... and BEYOND!
Xmas Eve Spectacular with Chicago Chef John Caputo

44:39 | Dec 24th, 2014

Jim and Devin talk restaurants and cuisine with Chicago's own Chef John Caputo.
Our NetSuite "Serial" - Part I

34:26 | Dec 19th, 2014

Jim and Dirk Shimpach talk through a complete NetSuite implementation at one of our portfolio companies, "serial podcast" style.
TechStars Chicago

42:55 | Dec 11th, 2014

Jim and Devin talk shop with Troy Henikoff from TechStars Chicago.
Thanksgiving 2014 Extravaganza

34:25 | Nov 27th, 2014

Devin and Jim give thanks for all of our listeners, colleagues and friends.
Exit Events for Private Equity Tech Companies

29:15 | Nov 20th, 2014

Jim and Devin talk about the various exit strategies for private equity-backed tech companies.
The Founder's role in making an entreprenurial organization

57:04 | Nov 12th, 2014

Devin and Jim talk with Tim Kelly on his research what makes a company "entreprenurial".
ParkerGale Capital

32:32 | Oct 20th, 2014

Devin and Jim introduce their new firm, Parker Gale Capital
Founder Transitions. Don't be a Larry!

40:19 | Oct 2nd, 2014

Devin and Jim discuss succcession planning for founders.
It's our one year anniversary -- and you get the gift!

50:49 | Sep 10th, 2014

Milbery's Mazlow's Hierarchy of Software Needs.  We are officially a year old today and have we got a gift for you.  Jim and Devin spend an hour dissecting Jim's controversial hierarchy of software needs.
Getting Sideways with Management

45:40 | Sep 2nd, 2014

What happens when your relationship with management goes south? This episode is by request   How do relationships between the private equity guys and management go bad?  Shocking!  Yes, that happens some times.  What causes it?  And what can you do t...Show More
Private Equity Lingo: The Podcast

39:34 | Aug 20th, 2014

As a follow-up to Devin's (surprisingly) popular PEHUB column from early August, Devin and Jim expound on the lingo inside a PE firm.  This isn't sports talk or girl talk, this is private equity talk and it makes about as much sense as some of the wi...Show More
Nadella's Public Strategy Letter

43:50 | Jul 23rd, 2014

Devin and Jim talk about Satya Nadella's public strategy letter on the future of Microsoft aka "Bold Ambition & Our Core".    How does this apply to the middle market?  Should middle market companies be avoiding commitments to the Microsoft platform?
Apple's Swift programming language

41:17 | Jul 9th, 2014

Jim sits down with Evan Delaney to talk about Apple's new Swift programming language, the pros the cons -- and whether companies should be jumping into the deep end of the pool and going whole-hog with Swift.
Building your iOS application

37:23 | Jun 30th, 2014

Jim sits down with Evan Delaney to talk about approaches you can use for building your mobile applications on the Apple platform.  Although we do get a little technical in spots, this episode is for the CEO, not the CTO.
Roadside MBA : Hiring your team

47:46 | Jun 17th, 2014

Devin and Jim sit down with Northwestern Kellogg School of Management Professor Michael Mazzeo to discuss his upcoming book: Roadside MBA: Back Road Lessons for Entrepreneurs, Executives and Small Business Owners.  Today we talk about the human side ...Show More
The Haiku Episode

19:42 | Jun 12th, 2014

A Series of PE Haikus for the sophisticated listener.  A light-hearted conversation with Matthew Craig-Greene of Pivot Partners Ltd -- our Thursday gift from us, to you!
Roadside MBA : Product Differentiation and Price

44:13 | Jun 10th, 2014

Devin and Jim sit down with Northwestern Kellogg School of Management Professor Michael Mazzeo to discuss his upcoming book: Roadside MBA: Back Road Lessons for Entrepreneurs, Executives and Small Business Owners.   In this second episode with Profes...Show More
Roadside MBA - Introduction

41:04 | Jun 3rd, 2014

Devin and Jim sit down with Northwestern Kellogg School of Management Professor Michael Mazzeo to discuss his upcoming book: Roadside MBA: Back Road Lessons for Entrepreneurs, Executives and Small Business Owners.
The Mind of the CEO

49:02 | May 29th, 2014

Devin and Uber-Associate Kevin Fitzgerald sit down with Steve Julius, PhD aka "Dr. J" to talk about organizational behavior and team dynamics.   Dr. Julius opines on human behavior, organizational dynamics and business development.  Listen in and get...Show More
Life and Times of a Private Equity Associate

46:16 | May 10th, 2014

We sit down with a real life Associate from a real life private equity fund. Removed from his natural habitat and placed in captivity in Chicago, Kevin Fitzgerald shares with us what he did to get the job, what he does on a daily basis and where he's...Show More
The Must React System

1:11:15 | May 9th, 2014

The FunCast spends an hour with "Must React" sales system founder Kraig Kleeman.   Everything that you need to know about persuasion, sales transformation and sales enablement.  Plus, you get to hear Kraig's story about meeting U2's Bono.
The Mid Roll Chat

31:59 | May 2nd, 2014

The FunCast spends an hour with Macworld writer and podcast impresario Lex Friedman from The Midroll -- home of 130+ podcasts.   Everything that you need to know about advertising on podcasts including listener demographics and getting started.
The Art (and Science?) of the LOI

1:11:37 | Apr 24th, 2014

The FunCast spends another hour with McDermott Will & Emery LLP Partner Ryan Harris breaking down an actual private equity letter of intent.  We go term by term with one of the best transaction lawyers in the business.  Founders will learn all the tr...Show More
Game of Pivots

33:05 | Apr 14th, 2014

Jim and Devin discuss the vaunted venture "pivot" and its applicability, or lack there-of in the private equity business.
Forty Minutes With The Mad Scotsman

46:59 | Apr 4th, 2014

Jim trades programming barbs, tips and opinions with the guru of application development, Alan Williamson.
Madness Márta

51:34 | Mar 27th, 2014

Devin and Jim don't follow college basketball, but they have cooked up their own version of March Madness.
Parfait Sundae: Lending to Middle Market Companies

40:57 | Mar 17th, 2014

Bring out your debt!  We've talked a lot about funding options for owners of mid sized companies but we haven't covered debt yet.  Well, here you go.  A detailed conversation with Ian Larkin, founder and Managing Partner of Maranon Capital.  Ian desc...Show More
Implementing NetSuite

49:16 | Mar 10th, 2014

Interview with Dirk Shimpach, President of goVirtualOffice -- a "NetSuite Solution provider and cloud technology advisor that helps companies find the Cloud CRM, Cloud ERP and Cloud Accounting software".  Dirk and his team have worked with a number o...Show More
A Parade of Terribles: Founder Legal Traps to Avoid

51:18 | Mar 3rd, 2014

The FunCast spends an hour with McDermott Will & Emery LLP Partner Ryan Harris talking about the legal traps founders fall into when setting up their companies and when they sell them. What's the best company structure -- C Corp, S Corp, LLC?  How do...Show More
Whaaaaaazup Microsoft

35:22 | Feb 27th, 2014

Microsoft isn't going away soon as an enterprise server and platform vendor.  So there's little risk in building your server platform on Microsoft in the middle market.   It's important to build client interfaces that span browsers and mobile platfor...Show More
WSJ's 2014 CIO Conference Review

29:13 | Feb 20th, 2014

What are the big boys thinking about tech?  What are they worried about?  Should you even care?  We dive into the big ideas coming out of the recent CIO conference sponsored by the Wall Street Journal.
Private Equity's Got Talent!

1:01:41 | Feb 10th, 2014

Do you want to know how private equity firms evaluate and develop talent in their portfolio companies?  Join the PEFunCast team and Brad Simmons from Applied Executive Insights to find out what matters for small company teams, how you find it, how yo...Show More
Heuristics in Private Equity

47:41 | Jan 27th, 2014

What are the simple mental traps that PE investors fall into when making decisions about pursuing an investment.  Think Daniel Kahneman meets Private Equity.  Investment Banker David Sinyard recently wrote his Ph.D. dissertation on the subject of the...Show More
Let's get vertical

56:18 | Jan 20th, 2014

PEFunCast Guest Ryan Milligan discusses investment returns for middle market technology companies and investing in vertical software.
A Very Merry PeFunCast Xmas

42:25 | Dec 24th, 2013

It's our Christmas Spectacular!  Merry Christmas and Happy Holidays to all of you out there in the podcast ether!
Curogen's Microsoft Dynamics AX Interview

50:43 | Dec 13th, 2013

Jim talks with Jesper Kehlet about Microsoft's Dynamics AX ERP software.   We cover the main features and some tips and suggestions for a successful implementation.
We got your due diligence right here!

32:26 | Nov 19th, 2013

Jim and Devin discuss the due diligence process for private equity acquisitions.
Lessons learned for the Middle Market from the healthcare.gov launch

30:07 | Oct 28th, 2013

Devin and Jim talk about the problems with the Healthcare.gov launch and the implication for middle market companies.
CTO vs VP of Engineering

33:17 | Oct 10th, 2013

Jim and Devin discuss the differences between the roles of Chief Technology Officer and Vice-President of Engineering for middle market companies -- with a small detour into Agile development and hiring practices for technical staff.
Big in Japan (Data)

50:25 | Sep 27th, 2013

Jim and Devin discuss the industry's latest buzzword trend "big data", and whether any middle market company really has a big data problem.
Punch it, Chewie

57:39 | Sep 10th, 2013

The inaugural episode of the Private Equity FunCast.   Devin and Jim talk about our plans for the show, and the three types of IT projects: Costs, Revenue or Risk Management.