Capital Allocators’ Post

Top quotes from my conversation with Sarah Samuels, CFA, CAIA from NEPC, LLC. 1. "Performance, investor age, and next generation grooming are predictive indicators of managerial succession." 2. "Running a firm is a completely different skillset than managing money. It requires coaching and training from both the outside and the inside." 3. "We want to see carry distributed among the people who are doing the deals. That's table stakes." 4. "Another soft indicator is the naming convention of the firm. If it’s somebody’s last name, it’s a bit of an indicator that perhaps there’s going to be some difficulty in imagining a firm without them." 5. "In some strategies eat what you kill can make a lot of sense. More often than not, we're looking for a team-based approach." 6. "There will be tension in the economic exchange. There needs to be a price at which the founder will sell and the next generation will buy. Everyone should feel like they’re leaving something on the table." 7. "9 times out of 10, the next generation has no idea what the firm's plans are for them." 8. "Thinking about succession is understanding that you need to take chances on people if you want create a sustainable firm." With thanks to iConnections and SRS Acquiom.

Looking to deliver strong returns? Ted Bililies, Ph.D., Ph.D., a partner and managing director of AlixPartners, says #privateequity leaders can no longer count on financial engineering to drive performance. Instead, they need to invest in the #humancapital at their portfolio companies. He recently wrote the HBR article “Private Equity Needs a New Talent Strategy.” Now you can listen to his latest podcast >>

https://bit.ly/3yY1Sn6 Intellectual Property (IP) is vital for business growth. It can drive financial value, attract investors, help to secure financing, and provides a protective competitive edge. And yet, this valuable business asset is often overlooked.   In this podcast and short summary, I think you will enjoy learning from an IP expert, Stephen Robertson, Founder and CEO of Metis, as we discuss the hidden value of IP. Discover why business leaders should prioritize IP and learn actionable steps to identify, protect, and leverage your IP assets effectively. #intellectualproperty #brandstrategy #valuationandgrowth #businessgrowth #financialvalue #businessvalue #IPstrategy #companygrowth #businessinsights #metispartners

**New pod*** In new episode episode I talk with David Lucas about his recent AMJ paper on "Remaking Capitalism", co-authored with Matthew Grimes and Joel Gehman about simple topic of #Remaking #Capitalism (that was a joke). We discuss the paper which investigates how legislation can influence wide-spread sustainability reforms across sectors of the economy. This leads to a broader discussion about the purpose of the modern firm and the paradoxical "strength of weak legislation". David is very passionate and knowledgeable about these topics and I learned a lot from our conversation. You can find the podcast on all major streaming platforms or click the below to listen, subscribe, and rate. https://lnkd.in/euJB9ymn Take care and be good! Lucas, D. S., Grimes, M. G., & Gehman, J. 2022. Remaking Capitalism: The Strength of Weak Legislation in Mobilizing B Corporation Certification. Academy of Management Journal, 65(3): 958-987. https://lnkd.in/eceTMzig 

This may be obvious to most people in business, but it took me a while to learn this basic reality of B2B and B2C relationships. Q: Throughout your career, what were some of the best lessons that you learned from software development, and as a leader in that to being the strategic and visionary CEO you are now as the President of Silicon Publishing? A: It's been one long series of lesson after lesson after lesson. We're founded by two programmers, and we were two programmers working in a company together. We were comfortably insulated from the customer service and the project management, the product management, all those things... I kind of thought the world revolved around us, and just building things was great. But we've learned a ton about customer service and about the value of our work. We would measure our effort. We worked hard, put in this energy, we thought we should get compensated proportional to what we did initially, because we're naive. We're thinking we've spent 80 hours, pay us for 80 hours. But the fact is what really matters with clients is the value they perceive for your work and the ROI they get on your work. And so we've learned. It doesn't matter what level of effort we put in, we need happy clients. It has to be a win/win situation to succeed.

Achieving success in challenging times requires differentiation and technological innovation. Find out how businesses thrive. Check out this must-read 3-minute article featuring a conversation with Rhett Rowe. Read more: https://lnkd.in/e2ZqNKXA #AgenciesTalk #Podcasting #BusinessGrowth #Partnerships  #B2BMarketing #LeadNurturing #MarketingStrategies #LeadConversion

Back at it with Sam Farman for episode 2 of the Forced Equity Podcast. In this episode we break down the exact steps needed for someone to get their first deal! From picking a market to building a team, hopefully this information helps someone take that initial leap of faith into real estate investing. https://lnkd.in/gtQcEZ7d

Your business is like a kaleidoscope. Learn how to improve your capabilities and make decisions that move a company forward. The Path to Long-Lasting Business in Times of Economic Fluctuation. #AskJess #BOLDBusinessPodcast #podcast #smallbusiness #strategy #crisismanagement

🎙A new episode is out now! 🎙 Join Leah Berend, CPA, host, and founder of Marrin Investment Partners in a valuable conversation with Marnie Ochs-Raleigh, CEO of Evolve Systems! Marnie, a seasoned entrepreneur with a deep understanding of M&A, shares valuable insights on how companies can attract private equity investors. 💡 Key takeaways 💡 ▶ Positioning for success: Discover the essential areas to focus on to make your company is attractive to investors. ▶ Evolve Systems: Learn how this platform has helped businesses prepare for successful private equity transactions. ▶ Expert advice: Gain valuable strategic insight for navigating the complexities of attracting investment Take a listen to this episode on https://lnkd.in/gaZg-rdA We will see you there!

We believe in engaging in thought-provoking discussions on all things Private Equity. Our podcast, The Future of Private Equity, offers invaluable insights and innovative perspectives. Take a listen to the latest episode!