some resources / examples of how this can look: our banker list: docsend.com/view/z75hf28tm… data services (this work culminated in an investment in nimble gravity): - pov: docsend.com/view/hyci5u3sy… - landscape: docsend.com/view/vqdv7dbc9… accounting (this work culminated in an

Loads of new follows - reintro: Lead investment team at rallyday - lmm pe started “by founders for founders” Lmm pe > mba > mm pe > exec ops > independent sponsor > rallyday Married (wife works at Rallyday), two little kiddos ROC > IRL > UK > ITH > CH > NYC > SF > PDX > DEN

we get a few dozen emails a year asking for an internship. we don't have the setup to make it happen, and here's my advice to those looking: - most shops, especially small ones, will not have an internship program - if you're going to get a gig, you have to create the job - be

this is going to sound far more anachronistic and negative than I mean it to be. I'm sure david is awesome. engage with people amazing at their craft. it will fill your heart. this stuff is soulless.

massive Yes to these bits - not enough deal folks do this: 4. List the 10 buyers who win most by owning you. And call them. 5. Exits aren’t found, they’re engineered. Create demand. Spark a bidding war.

What years of coaching world-famous leaders, exploring 100+ different healing modalities, being happily married for over two decades, and raising 2 daughters has taught me. 50 years of learning in one megathread. Reading time: 4-5 minutes Value: A lifetime

when evaluating a firm to join, some Qs to ask: - sourcing: how are you uncovering all the deals in your strikezone? - picking: how do you know you're choosing the best companies? how do you measure risk? - winning: why are sellers choosing you? - growing: how do you supercharge

our annual investment banker event is next Tuesday (Nov 4, 4pm, denver) and will feature a presentation from our pals at Nimble Gravity (data / ai consultancy) on "ai in investment banking". If you're an i-banker, in our target market ($2m - $15m EBITDA, healthcare, technology,

Thanks to Funless Sponsor for the push. We’re gonna do a community happy hour at our office (Denver) on Dec 4. We’re working on some compelling programming that I’m pumped about. We’ll share invite and details shortly. 🤘🏻

this whole thing is beautiful youtu.be/SykMRcVaqmE?si…

halloween with young kiddos is the absolute best 🎃

I met my now-wife at work 100 years ago. we went our separate professional ways and started working together again about 5 years ago. It's maybe not for everyone and I love it.

a warning of sorts to LMM sellers - a scenario I've seen a few times: - seller hires banker; has asburd value expectations - thinks all pe is the same, and bad; entirely focused on valuation - might want a good partner (good to work with; can help their company grow), but is

here's my favorite "one that got away" story that I think about every second of every minute of my life 🤣 when I was an IS I had a deal with a $2m EBITDA biz - unbanked but a pe around it. seller said "look, your proposal is lower but we'll do the deal with you if you give us

per guggenheim's recent market review, a rough go for public it services companies in the last year. fwiw, we're still seeing top performers transact at peak multiples in our end of the market...

The equity plan topic has a lot of nuance but a couple of rules - be super transparent - it should be an incentive, not a benefit Part of all the crowing is bc of bad PE actors - find the good ones (simple not easy!) The ownership works folks are the definitive voice on

we just closed our 8th and 9th deals (3 platforms, 6 add-ons) in the LTM period. this post from Mark Suster on negotiations is spot on and filled with tons of wisdom. read and read again.

Follow Danny. An amazing soul and no doubt the next part of his journey will be epic. Big congrats Danny 👊

made partner yesterday - super grateful to play a small bit in building this team and product 🙌

I've done about 40 add-ons in my career and I'm going to sit down with my pal Micah Mador (he/him) on Nov 13th for our next rallyday roundtable re: "demystifying m&a" best for founder / ceos / leadership teams thinking about m&a. open to our partner companies and the public 🤘