December 2023 - PE Alpha

PE Industry in 2023 (& 2024 Outlook)

Just wanted to reflect on this year – here’s a concise overview of the private equity (PE) landscape and strategic insights for navigating it: The resilience of the PE industry, even amid a slowdown, underscores the critical role of value creation and revenue growth for investment success. To stimulate deal… Read More >

My Book Recommendations (Random)

I’ve been asked for book recommendations so I decided to jot down a list of books I’ve enjoyed over the years. It serves as a personal record and something I can share with anyone who’s interested. [Note: I’ll try to update this list from time to time with more recent… 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