PE Alpha

PE - Getting an Edge & Superior Risk-Adjusted Returns

  • Home
  • Blog
  • About Me
  • Contact

PE – Portfolio Company Managers: Bringing Out the Best in People

One of the best books I give new managers is Alan Loy McGinnis’s Bringing Out the Best in People.  It’s a rare book that most people have not heard of or read but it’s definitely one of the best in my library on management and leadership.   One of the reasons that this…  Read More >

July 16, 2019

search

Recent Posts

  • On the PE Industry Headwinds – Q4-2025
  • 2026 PE Outlook: AI, Capital Cycles, and the Return of Deal Flow
  • The New Era of PE: The GTM & Operating Alpha Imperative
  • The AI Bubble Debate – Consider These Patterns Across Two Centuries
  • Designing the Modern PE Portfolio Ops Team for Revenue & EBITDA Growth

About Me

I work in Middle Market Tech PE.  My career began as an Investment Banking Analyst at Merrill Lynch in New York, followed by an Investment Associate role at NeoCarta, a tech-focused investment firm. Drawing on my dual background in investing and as a C-Level executive, I focus on building a community, connecting with like-minded industry peers and sharing strategies & best practices for growing PE-backed companies capital-efficiently, helping portfolio companies unlock value, helping our PE firm gain an edge, while maximizing equity value in our portfolio (with the north star of generating alpha & superior risk-adjusted returns for our LPs).

Sitemap

Return to top of page