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private equity firms

3 statements across 3 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Oct 25, 2023 by Jason Lemkin · across every show →

Everything said about private equity firms, oldest first

Oct 25, 2023 bullish
Insight
Lemkin: Private equity will buy any break-even SaaS company over $20M ARR
“Private equity firms will buy any SaaS company with high NRR that are break even north of twenty million.”
Jason Lemkin Oct 25, 2023 ▶ 35:32 What SaaStr CEO and Founder Jason Lemkin Really Thinks About AI, Sales & Lead Gen In 2024
Jun 26, 2024 positive
Disclosure
Lemkin: All my billion-dollar investment exits have come from PE firms
“All of my billion dollar exits as an investor have come to PE firms.”
Jason Lemkin Jun 26, 2024 ▶ 42:06 Forget the SaaS Gloom and Doom. Just Build. with SaaStr CEO and Founder, Jason Lemkin
Oct 22, 2025 bearish
Assertion Not checkable as stated
PE Acquisitions of Classic SaaS at 6-10x Multiples Have Disappeared
“Private equity firms aren't interested either. And there used to be from 2012, 2013 until 2023. So there was a decade where if your growth was decent, but not great in SAS, but your burn rate was low and your NRR was high, maybe VCs wouldn't touch you, but a p…”
Jason Lemkin Oct 22, 2025 ▶ 40:50 The State of AI + Software: Where It’s Going - Fast
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