September 2020 - PE Alpha

5 Key Aspects of Successful PE B2B Companies (PE)

Every successful fast-growing B2B company has to have a large TAM (Total Addressable Market) and lots of greenfield upside in that TAM. But there is more – based on what I’ve seen of the best companies: Customer Experience (CX) – you have to have customer obsession and focus so that… Read More >

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).

About Me