private equity
12 statements across 10 episodes · 7 bullish · 2 bearish · 10 people on the record · first statement Sep 16, 2021 by Freddie Laker · across every show →
Everything said about private equity, oldest first
Sep 16, 2021 bullish
Laker: Chameleon Collective now structures contracts for PE exit upside
“One of the things we've started doing recently is now tying ourselves into that, where we'll build some kind of mechanism in place so there's a performance component. Those have long-term horizons, Where we're not going to really get to capitalize on them in s…”
Sep 16, 2021 positive
Laker: Transformation visionaries should be replaced by cheaper execution operators
“The person that they may need to hire for the next six months may not be the same person they need to hire in the next 36 months. And what I mean by that is sometimes when you get inside these businesses, especially if they're Again, going through these kind o…”
Feb 1, 2023 positive
Nov 14, 2023
Appel: Private equity executives' top regret is delaying personnel changes
“One of the things I've, Run a lot of private equity conferences, and one of the questions we always ask the private equity people on the panel is, you know, if you had to do something differently, what would it be? And they say, we would have made personnel ch…”
Jul 23, 2024 positive
Mar 19, 2025 negative
Sauer: Private equity ignores acquisition targets valued under $10 million
“I think that honestly, until your evaluation is over eight figures. You're not even going to get to talk to those people. So I think that if you don't do those things, you're going to have a lower class of acquirer and that lower class of acquirer is probably …”
Apr 8, 2025
Bishop: Private Equity Rarely Acquires Companies Under Three Years Old
“And a lot of buyers, private equity in particular, they're very reticent to buy a two or three year old company.
They,
In fact, we recently sold a five-year-old company, and that was a barrier to selling because buyers didn't see the company as being establish…”
Jun 27, 2025 negative
Brandon Wolf: PE Cuts Corners for Margins Instead of Investing in AI
“What I've noticed in private equity and some other places is Sometimes to boost margins or make the business look really profitable in the short term, people will make these sort of like naive short-term decisions, but in reality, everybody should be investing…”
Sep 16, 2025 positive
Kelly: Analog wireless company built $300M revenue entirely via M&A before PE sale
“You know, many years ago, we had a company that was in the analog wireless space. You know, when digital came out, what they did is they bought all the analog bandwidth around the country through acquisition. They acquired close to three hundred million dollar…”
Oct 7, 2025
Bhargava: NB Group targets fragmented industries with willing sellers and low valuations
“What we look for are industries that We believe there's an opportunity to build market leaders where there's not so many to date where there are you know, it's a fragmented market where there's a lot of willing owners to sell, where we don't have to pay too mu…”
Dec 30, 2025 bullish
Fallows: Alternative asset allocations rise in direct correlation with investor net worth
“If you start to get into a seven or an eight-figure portfolio, people, we, you do find that their so-called alternative asset or their private market exposure goes up in correlation with their net worth. So whereas your average person with a million dollars ma…”
Dec 30, 2025 bullish
Fallows: Historical private equity returns average 10% to 12% versus 8% to 10% for public equities
“I think it's fair to say that on average, historically, the returns of private equity have been somewhat higher than public equity. Not three or four times as high, but if public equity is delivering eight to 10%, maybe private equity is delivering 10 to 12%.”