Jay Beckstoffer

With KKR's $4.6B Ascendant Fund and Thoma Bravo's $7B Discover Fund V, large PE firms are realizing the growth potential in companies with $25M-$1B in backing. I’ve seen firsthand how mid-market companies drive innovation and agility where larger firms can't. These companies often have employee ownership programs that foster financial inclusion—a model that's delivering returns for both stakeholders and investors. KKR’s recent investments like Alchemer and Industrial Physics are leading the way. Will middle-market investments reshape the future of business? What are your thoughts on how private equity is shaping the SMB landscape? #PrivateEquity #MiddleMarket #EmployeeOwnership #KKR #ThomaBravo #GrowthMindset

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🤔 Sounds like Pearl IO paid these guys...We didn't, but it doesn't hurt that they highlight how and why we exist and how we approach supporting PE partners succeed. Check out this recent Alvarez & Marsal webcast. Quick summary / takeaways: Generative AI is reshaping PE by accelerating deal execution, enhancing problem identification speed, and deepening analysis. Neat to see dialogue within PE continue regarding opportunities to enhance methods and outcomes. #PE #PrivateEquity #AI #Innovation #DataAnalytics #duediligence #diligence #portfoliomonitoring #valuecreation https://lnkd.in/dD3wznWS

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Great analysis by the AGC team on SaaS public company comps. It's worth a look as we recalibrate mid-way through earnings season. The analysis aligns with the broader Nasdaq equity performance, where the Mag 7 (or fab 4 now :-)) have shown more resilience than the rest of the market. #AGC #SaaS #EarningsSeason #Nasdaq #EquityPerformance

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https://lnkd.in/gZeefZhX Private equity funds gathered $176.7 billion in the first quarter of 2024, a drop of roughly 10 percent from the $195.5 billion recorded in the same period last year, according to preliminary findings from PEI data. Interest rate uncertainty continues to weigh on buyout and exit activity, while record dry powder for the asset class remains stacked for 2024, the data found.

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PE & More Exits I see significant potential in this area - it's important for PE firms to drive tangible value creation and capital-efficient, high-ROI operational improvements that enhance Equity Value and pave the way for successful exits. The #1 example of such value creation: Profitable Revenue Growth (which affects disproportionate EBITDA growth) ------------------ #business #pe #privateequity #ceo #cro #growth

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An interesting conversation on Capital Allocators podcast with Brian Gaffney, CPA Partner at STONEHAVEN, LLC about the common challenges with background checks, and how Intelligo, an Israeli risk intelligence and background check platform that blends human analysis with cutting-edge AI to uncover facts in a fraction of the time - helps his team streamline their due diligence process. https://lnkd.in/djJHAaU7 #privatemarket #fintech #ai

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Traditionally, #PrivateEquity has been praised for its financial engineering prowess. But as ON Partners' Matt Mooney emphasizes in this piece, #leadership effectiveness has now become the top lever for #ValueCreation. Navigating through an era of disruption and uncertainty, private equity firms face complex decision-making challenges today. A recent study by AlixPartners revealed that 60% of business leaders struggle to prioritize disruptive forces. This complexity underscores the necessity for strategic alignment between business and talent strategies to drive organizational success and mitigate risks associated with leadership transitions. (Source: https://lnkd.in/gH-qFsVt) With a slower market for exits, PE firms are now focusing on value creation across their existing portfolios, taking a more hands-on approach. Leadership and talent management have become central to this conversation. As ON Partners highlights, leadership is not just about individuals but the interplay between organizational culture, strategy, and human dynamics. Trust remains foundational for effective leadership and organizational success, especially within the high-pressure private equity environment. I'm curious how PE firms will adapt their talent strategies to maintain a competitive edge. I think that partnering with advisors who understand human capital strategy will be vital for driving success in this dynamic landscape.

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