10+ hours of podcasts, in 5 minutes.
7 quotes from 1 episode on Karma School of Business, each with a timestamped link to the source.
Adi Filipovic states that software private equity sponsors stopped deploying capital due to the threat of AI disruption. Many funds maintain a false appearance of interest to gather market intelligence without actually wiring money.
The risk side inside existing portfolios remains hidden and fails to manifest clearly.
“The sentiment for many people inside their portfolios, the risk side, you can't put your finger on it quite yet. It's not manifesting itself.”
Adi Filipovic explicitly denies actively seeking out hardship.
“It's not like I'm seeking hardship. Far from it…”
From How Bosnia, Furman, and HIG Capital Shaped Adi Filipovic
Dedicated software buyout funds halted new platform acquisitions. Adi Filipovic identifies the AI disruption opportunity as the primary reason for a poor deal environment.
“The easy one is the deal environment ain't good in southern terms and the reason is largely the AI disruption opportunity…”
Founders and advisors notice numerous parties claiming interest. Sponsors actually use these conversations to gather market intelligence without intending to wire capital.
“I sometimes get a sense from founders or even advisors is like ah there's a lot of people claiming their interest…”
Meeting an alumnus who played football 12 years earlier led to a career shift. Adi Filipovic delayed an economics PhD for one year and eventually abandoned the academic route permanently.
“There was this guy Fred Sturgis that went to Furman 12 years before me, played football…”
From How Bosnia, Furman, and HIG Capital Shaped Adi Filipovic
“And so basically I deferred my PhD for a year and then eventually I deferred it for a lifetime…”
From How Bosnia, Furman, and HIG Capital Shaped Adi Filipovic
“I was a right guard in my final senior year…”
From How Bosnia, Furman, and HIG Capital Shaped Adi Filipovic
How we attribute quotes. Every quote was matched against the episode transcript, so the words and the timestamp are real (we trim filler words like "um", nothing else). The name comes from our written summary of the episode, and we use it only when a separate check of the captions finds that person on the episode. YouTube gives us no voice-by-voice transcript, so open the timestamp to hear who is talking. See a wrong name? Tell us and we fix or remove it.
The week's private equity podcasts, boiled down to one short Sunday read, for deal professionals, operating partners, and LPs.
For now, every subscriber gets both newsletters. No spam. Unsubscribe with one click.