private equity buyers
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jun 30, 2022 by David Sacks · across every show →
Everything said about private equity buyers, oldest first
Jun 30, 2022 bullish
Sacks: Private equity buyers will slash Zendesk costs to generate $300M-$500M cash flow
“They are going to slash the hell out of the cost structure. They're going to run it to be highly profitable. They'll probably bring the growth down from 30% a year to 20% or 15%. But the benefit, the offsetting benefit to reducing the growth a little bit will …”
Dec 8, 2023 neutral
Chamath: PE buyers pay 1x-5x ARR for software companies
“And what I would tell you is that even for companies that are in the hundreds of millions of ARR, the premiums that they're willing to pay are between three and five times ARR at the high end. And that a lot of deals get transacted between one and three times …”