Gerald O'Dwyer

From VC startups to private equity, many CEOs make the mistake of pursuing growth at all costs when they would benefit more from building profitability, sustainability, and longevity into their business. Tune into the discussion with Michael Hoffman, SBI, The Growth Advisory CEO, and Chris Cabrera, Founder and Board Member of Xactly Corp as they explore the common pitfalls of an aggressive growth thesis and how sales leaders can unintentionally hinder their sales talent from achieving excellence. Listen to the podcast here: https://hubs.li/Q02w7cnh0 #sbi #gtm #gtmvaluecreation #growth #podcast #talent

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Boards of Directors – How Relevant To The Business Is The Board? In 2014, activist investor Starboard Value successfully replaced all 12 directors on the board of Darden Restaurants. The following shows the Darden incumbent board at the time of Starboard's proxy fight, Starboard’s value creation plan initiatives, the Starboard director nominees and the before and after performance (revenue, EBITDA, EBITDA margin and stock price). Note especially the direct relevance of each Starboard nominee to the industry or some aspect of the value creation plan. How often do you see this level of relevance on public company boards?

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We have published our Quarterly M&A Report detailing the results from Q1 2024 with exit multiples, volume updates and leverage trends. Click below to view the report. #mergersandacquisitions #investmentbanking #valuation

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Pending collapse of the American economy? Congress is now on a tear of rapidly increasing deficit spending and creating annual debt-service exceeding $1 trillion annually, almost 20% of the Federal budget by end of 2024. As Treasury bonds mature and have to be refinanced at higher interest rates, debt-service will rapidly increase to 25% to 30% in the short-term. Are they motivated to solve this problem of pending national insecurity? No. So what is Congresses solution going to be when debt-service exceeds 50% of the federal budget? What about 75% of the federal budget? Indeed, somewhere in the latter numbers, a default on US Treasury debt (currently $34.7 trillion) has to occur. And when this occurs, a major recession/depression will ensue because money derived from deficit spending will disappear from the national economy. Thanks to fiat currency systems and socialist economies, historically, this ineptitude by national leaders is bound to occur. So what is the solution to avoid USA economic collapse? https://lnkd.in/gyqbT6B2

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We're often asked the question: "How are you adjusting your strategy based on [insert the latest market or investment trend]?" And we always answer the same way. Last week, TTV Capital Co-Founder and Managing Partner, Gardiner Garrard, shared his perspective with The Wall Street Journal’s Brian Gormley in the WSJ Pro VC newsletter: “We haven’t changed how we evaluate investment opportunities, and we don’t plan to make adjustments as a result of the current environment. The criteria that we’ve relied on for the past 24 years remains the same: we’re always looking for capable, hard-working entrepreneurs with an idea to solve a problem in financial services. We screen for founders who can build a real business, rather than ones who tell a story around scaling rapidly. While other investors may have cooled on fintech, for us, it’s never been about following the trends. It has always been about the ways that technology can bring about innovation in financial services," Gardiner Garrard, Co-Founder and Managing Partner, TTV Capital cc: Jen Zimmerman, Laney Lewis, Sean Banks, Lizzie Guynn, Paul Todd, Neil Kapur, Sapphire Partners, AllegisCyber Capital #wsj #teamttv #fintech

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- With distributions harder to come by this year, more firms have been thinking about GP-led secondaries processes as an alternative path to exit. -Far from being a short-term fix, however, some believe these transactions could be seen as a “new normal” for exiting private equity assets. - A number of LPs are assuming that there will be little to no IPOs - Today you have more deals being done on the GP-led side than on the IPO side. - There could be €50 billion to €60 billion worth of GP-led transactions executed this year. - Supply is coming from GPs looking for alternative exit routes, demand is also coming from new LPs entering the sector.

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Download the 2024 M&A Working Capital Purchase Price Adjustment Study for the latest in PPA insights and trends. https://lnkd.in/gzSYuEAU #PPA #MergersAndAcquisions #dealterms

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🚀 Elevate Your Investment Game with Hyde Park Venture Partners🚀 Join top-tier investors in backing the Midwest's premier early-stage venture capital firm, Hyde Park Venture Partners (HPVP), as they close their impressive $98 million Fund IV. 🤝“A lot of institutional LPs seem to be focused on existing managers,” Turner said. “That being said, we’re really happy with how the fundraise turned out for us and we were able to bring out a lot of great institutions that were new to our funds and to our firm. We’ve been building over the years and have seen larger funds become more institutionalized. That’s important for funds and geographies like ours.” The limited partner makeup for this fund includes approximately 25% institutional, 35% family office and the remainder is ultra high-net-worth individuals. Led by Managing Partners Greg Barnes and Guy Turner, along with Partner Allison Lechnir, HPVP is a force to be reckoned with in the world of technology investments. 💼💰 HPVP often leads deals, writing average check sizes between $500,000 and $4 million. The new fund will be deployed into 20 to 22 companies.📝 🔎With a keen eye for spotting promising startups in the Midwest and Toronto, HPVP has already deployed capital into two groundbreaking companies: Diffit and CivCheck. These investments showcase HPVP's commitment to supporting innovative solutions, leveraging generative AI and urban development technologies, respectively. 🎤"Our companies go through similar challenges, which gives us valuable insight when fundraising," says Greg Barnes. "We're thrilled to have new institutions backing our fourth fund, including NVNG Investment Advisors, LLC and Cintrifuse Capital." They join repeat backers, including the @Illinois Growth and Innovation Fund, RK Mellon Foundation, and Renaissance Venture Capital. 🦸‍♂️Hyde Park Venture Partners boasts a remarkable track record, having been early backers of successful startups like ShipBob, FourKites, Inc., G2, LogicGate, and Dentologie. Their investments have paved the way for notable exits, such as Workday VNDLY and Tock, solidifying their reputation as a powerhouse in the VC world. As the Midwest emerges as a hotbed for startup innovation, HPVP remains at the forefront, leveraging its extensive network and expertise to fuel growth and success. With a focus on bringing top talent to their portfolio companies, HPVP is committed to nurturing the region's burgeoning tech ecosystem. 🌟Congratulations to the Hyde Park Venture Partners team! 🌟 ✅ Looking to raise capital for your #fund and increase the international pool of your LP #investors?   🤝 Need warm #LP introductions?   📝 Selling #secondaries to increase liquidity?   🧐 Looking for co-investments?   ▶ G+QUANT's link for inquiries and fund decks: https://lnkd.in/gjC_EuTE #HydeParkVP #VentureCapital #InvestmentOpportunity #TechStartups #MidwestInnovation

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https://lnkd.in/gZeefZhX Private equity funds gathered $176.7 billion in the first quarter of 2024, a drop of roughly 10 percent from the $195.5 billion recorded in the same period last year, according to preliminary findings from PEI data. Interest rate uncertainty continues to weigh on buyout and exit activity, while record dry powder for the asset class remains stacked for 2024, the data found.

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A closely watched market trends barometer is forecasting a 20 percent rise in M&A deal volume as chief executives look to make #acquisitions and divest assets. Hunt Scanlon Ventures founder, Scott A. Scanlon, examines the latest report highlights. Read more >> https://lnkd.in/gNcr6c4g

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An infusion of PE capital can supercharge your company's growth, but finding a partner whose investment philosophy aligns with your vision is key. #privateequity #buyside #mergeracquisition https://lnkd.in/ep5tynrn

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Explore the burgeoning growth of family offices and the monumental impact poised by the next generation, particularly in venture capital investments. Ronald Diamond, CEO and Founder of Diamond Wealth delves into this pivotal shift at the Investor Capital Expo in his keynote. Watch the full video here: https://lnkd.in/dKPhCY6s #FamilyOffices #VentureCapital #InvestorCapitalExpo #AngelEcosystem

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There has been a significant resurgence in mergers and acquisitions activity, marking a robust comeback from a recent nine-year low. This rebound is particularly driven by listed companies, with a notable surge observed among US firms taking the lead in strategic acquisitions. Despite lingering market uncertainties, the current wave of M&A reflects a renewed confidence among businesses to capitalize on growth opportunities through strategic partnerships and acquisitions. This trend not only signals a revitalization in corporate strategies but also underscores a dynamic and proactive approach to navigating today's economic landscape. Read the full article here: https://lnkd.in/e4Pn9gff. Branded Hospitality Ventures Michael Schatzberg #hospitality #venturecapital #innovation #technology Bryan Gadol Melissa Sawyer Stephen Lubelfeld Robert LePlae Jeffrey Grabow Proactive Oliver H.

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📊Did you know that industry estimates by global research firm Preqin suggest North American private equity firms aggregately have some $1.3 trillion dollars of ‘dry powder’ – that is funds conditionally available to private equity managers to invest (usually) in corporate acquisitions? The key takeaway for business owners is that the buyers are out there. Working with an experienced M&A advisor is crucial to prepare your business for sale, navigate market conditions, and secure the best deal. Newport can help position your business for success in today's dynamic market. Read more: https://lnkd.in/gyAh6v74 #BusinessSale #PrivateEquity #MergersAndAcquisitions #BusinessGrowth

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As an operating partner, the type of PE firm you work for determines, to a large extent, what you can do in your role. Benjamin Gaw, Jr., Co-Founder of Cross Rapids Capital LP, believes that operating partners can be either internal consultants or doers. In both cases, consensus and buy-in is needed for several reasons: - Alignment of vision and goals - Enhanced decision making - Employee engagement and morale - Effective implementation - Sustainable success - Risk mitigation - Stronger relationships In essence, consensus and buy-in are foundational for cohesive strategy execution, employee engagement, and long-term organizational success. 🎙️Tune into the Brilliant People Podcast for more insights ⬇️ https://lnkd.in/eWPYQ3Tf #brilliantpeopleatwork #leadership #crossrapidscapital #privateequity #valuecreation #operatingpartner

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Omnigence Asset Management - based on Q4 2023 NAV our PE partner's SME roll-up strategy has generated IRRs of up to ~11% over 11 years (depending on series and investment vintage) using moderate levels of leverage. A material component of the annual return has been in the form of quarterly cash distributions and a 2019 common unit payout which in turn has enhanced DPI. Equicapita #stagflation #socioeconomicbarbell #DPI

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Key Investment Highlights from The Seraphim Space Index Q2 2024 🌌 Let's take a closer look at the key highlights from the latest quarter: 💰 $8.5bn invested in TTM to Q2 2024 👩‍💻 174 deals in Q2 2024 🛰 $2.4bn invested in Q2 2024 🤝 385 deals in Q2 2024 compared to 320 in Q1 2024 🚀 Space Pioneer closed the biggest deal of $208m in Q2 2024 💲 Average deal size is $18m ◾ Median deal size is $5m in Q2 2024 Check out the full Index here - https://lnkd.in/d-vf-mVN

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