Private EquityPrivate Equity Funcast
Devin Mathews and Paul interview Lee McCabe, founder of Claymore Partners, about the structural shift required in private equity as multiple expansion and cheap debt disappear. They explore how operating partners can bu…
- Static 100-day plans and 100-page value creation decks collapse quickly because underwriting assumptions rarely survive the first 90 days of operational reality. Read →
- Middle-market portco leadership teams often cannot connect commercial spend to revenue: McCabe points to target CEOs spending $500,000 monthly on marketing who cannot show what th… Read →
- Ninety-nine percent of private equity websites operate strictly as investor pitch decks for LPs, completely ignoring the founders and executives who drive deal flow. Read →
Private EquityPrivate Equity Funcast
Devin Mathews (ParkerGale) and PitchBook's Steven Buibish discuss the H1 2026 US private equity market, highlighting a 'false start' to the year. They delve into sector shifts from software to 'HALO' assets, the conundr…
- PitchBook's Steven Buibish projects evergreen funds will double from $100 billion to $200 billion in the next year, emerging as a primary growth engine for private equity capital. Read →
- Middle market add-ons still dominate by volume, making up 75% of all PE deals by count, though only 40% of the total value, as firms actively build out platforms. Read →
- US private equity buyout multiples held firm at 12.5x EBITDA in H1 2026, matching 2021 peaks, despite a drop in deal volume and tighter debt markets. Read →
Private EquityPrivate Equity Funcast
This episode features Sam Levy, Head of Go-to-Market Strategy and Execution at NetSuite, discussing his career path from a college telemarketer to leading a $4 billion GTM organization. Sam and Devin Mathews explore the…
- Sam Levy, who leads NetSuite's $4 billion Go-to-Market organization, makes a bold forecast: 90-95% of future CEOs will emerge from sales or marketing backgrounds. Read →
- Sam Levy, NetSuite's Head of Go-to-Market Strategy, argues that rapid revenue growth often "exposes the cracks" in a sales organization, making targets feel harder to hit even whe… Read →
- Sam Levy, head of Go-to-Market Strategy at NetSuite, highlights the dilemma of high-performing “lone wolf” sales reps: their productivity might be tolerated if their disruptive be… Read →
Private EquityPrivate Equity Funcast
This episode discusses the increasing push to allow retail investors, particularly through 401(k)s, to invest in private assets. Nizar Tarhuni from Pitchbook provides data and insights on the historical context, the eme…
- Don't confuse “semi-liquid” with actual liquidity. Funds like Blackstone's BCR offer structured exits, typically allowing redemptions of only about 5% of your investment on a quar… Read →
- Upcoming mega-IPOs like SpaceX could generate an unprecedented $1.5 trillion in value, matching the entire VC industry's IPO output from 2015 to today. Read →