logo
episode-header-image
Nov 2013
32m 26s

We got your due diligence right here!

JIM MILBERY AND DEVIN MATHEWS
About this episode

Jim and Devin discuss the due diligence process for private equity acquisitions.

Up next
Jun 10
Exit-Ready Marketing: Shiv Narayanan on Making Marketing Measurable in PE-Backed Companies
Paul Stansik sits down with Shiv Narayanan—founder of How to SaaS and author of Exit-Ready Marketing—to break down what most private equity firms and portfolio companies get wrong about marketing. They explore how to make marketing a measurable, scalable lever for value creation, ... Show More
1h 1m
May 6
Continuation Vehicles 101 with Houlihan Lokey
Devin sits down with Sameer Shamsi, Co-Head of Houlihan Lokey's GP Led Secondaries group. We cover everything you want to know about continuation vehicles, but were afraid to ask (or too dumb to ask?). What is the difference between LP-led and GP-led? How should GPs talk to their ... Show More
54m 28s
Apr 2025
Real-Time Inflation Tracking and Forecasting: A Deep Dive into Open Brand’s Proprietary Consumer Price Index
In this episode of the Private Equity Funcast, host Ryan Milligan speaks with OpenBrand CEO Greg Munves and Chief Economist Ralph McLaughlin about their innovative approach to tracking inflation through the OpenBrand Consumer Price Index for Durable and Personal Goods (CPI-DPG). ... Show More
48m 4s
Recommended Episodes
Feb 2023
Vendor due diligence, with Norma Taki
Norma Taki joins us on the show today to talk about the importance of financial due diligence (FDD). Norma looks after Transaction Services at PwC, specializing in FDD and business valuations. We also explore the importance of Vendor Due Diligence (VDD) during the fundraising pro ... Show More
33m 52s
Oct 2013
Where the Money Is: 10.11.13
Reviewing Wells Fargo and JPMorgan’s earnings and playing “Investing Chicken.” Motley Fool analysts David Hanson and Billy Kipersztok take a look at Friday’s top headlines and search Twitter for some hidden insights. 
22m 41s
Feb 2017
The Importance of Conducting a Quality of Earnings in M&A
Andrew Jordan is a Principal at Riveron Consulting where he provides transaction advisory services. He’s had his hand in mergers and acquisitions for the last 8 years and has incredible insight regarding quality of earnings (Q of E) and M&A deals. Show Notes: 0:00 – 0:47 Summary ... Show More
33m 6s
Dec 2023
Wedbush Securities Analyst Dan Ives Talks Tesla Recalls
Wedbush Securities Analyst Dan Ives discusses the recall of 2 million Tesla cars and his expectations for exponential growth of the major tech stocks thanks to AI. He speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information. 
5m 14s
Jun 2022
Andrew Wang on How To Make Smart Financial Investments
Andrew Wang helps people make patient investments. He is a Managing Partner at Runnymede Capital Management, where he helps families and business owners plan their financial futures. He’s been featured in Barrons, Reuters and Investopedia and hosts the podcast Inspired Money. And ... Show More
45 m
Apr 2015
Financials: JPMorgan’s beef with the US Government
Highlights from Jamie Dimon’s recent letter to shareholders, as well as a discussion of when is the right time to sell stocks. 
17m 59s
Nov 2019
Scott Kupor on VC funding
John Thornhill talks to Scott Kupor, managing partner at Andreessen Horowitz, about his book Secrets of Sand Hill Road: Venture Capital and How to Get It, about the conditions needed to grow tech companies and the potential drawbacks of a venture capital dominated market. See aca ... Show More
31m 7s
Oct 2018
Share incentive schemes and what you really think of financial advisers
FT money editor Claer Barrett is joined by Money Mentor Lindsay Cook to discuss the perks and pitfalls of company share incentive schemes and columnist Jason Butler stops in to talk curbing Christmas shopping enthusiasm. Finally, why FT Money wants to know what you really think o ... Show More
16m 7s
Nov 2021
Your Investing Lessons, Finding a Financial Planner, and Eye-Popping I Bonds
Alison and friends share some investing lessons from listeners, Bro interviews Sheryl Garrett, founder of the Garrett Planning Network, about finding the right fee-only planner for your circumstances, and we answer a listener question about I bonds and their current 7.12% yield. 
35m 2s