March 2024 - PE Alpha

PE Deal Process: “One Team” with Deal Teams & Operating Partners

“One Team” Strategy in PE: How the Investment Team & Operating Partners Work Together as a “Deal Team” by Stage of the PE Deal Process 1. PE Firm Receives Teaser (then CIM) Investment Team Initial screen for investment alignment (sector, growth, profitability, valuation) Preliminary internal discussion on deal… Read More >

What Defines a Strong CRO in Middle-Market PE

In PE, profitable growth drives 50%-70% of equity value creation and directly impacts ROI to LPs. A strong CRO is critical – a proven operator with execution discipline, strong leadership, and a track record of driving predictable growth. They drive predictable growth, manage complexity, and execute the investment thesis to… 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