Transacted
@transactedInc
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Coverage of the latest deals and trends across private equity, investment banking, and venture capital.
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Joined February 2023
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@cfo_mm
Will do, please find attached. Anything to avoid having to look at more of your strategic plan formatting.
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@BustedAuction
Wait but my calculation of pro forma run rate maturity adjusted embedded Ebitda is a critical driver of shareholder value creation
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@inwoodcapital
People saying red flag but I see nothing wrong. The interview goes both ways and he’s also trying to make sure it’s a fit - being up front lowers likelihood of him getting stuck in a shitty place again. If he got dinged for that might not be a bad thing (from his pov).
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@Tmarney89
@JoeCassandra
Physician shortage is because AMA essentially caps new doctor supply. Has nothing to do with this and most specialties are doing quite well for themselves
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@AlexNoonan6
Maybe for bottom third, but remains very difficult to hire for top talent. Businesses with actual proprietary data or analytics, not repackaged garbage, still doing well regardless of macro
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@itsmarkmoran
Can’t really have that flexibility but claims she committed to 105 hours / week so not like she was just being lazy. Not sure why it was worth the hassle of firing — would’ve made more sense to just give her a bottom bucket bonus and let her ride out the analyst program or quit
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@Zerobzoomer
Good thing she put a stop to that, everyone knows your 20s/30s are for turning comments in a cubicle, not seeing sunlight and certainly not having any fun
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@JYFboy
@veryfinanceguy
It’s gone too far, have even seen a Cantor MD think it’s a good look to wear them to a management presentation
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@Clearingfog_
@GrandTokamak
@AnabasisCap
Also see a lot of time vesting with multiple unit classes that accrue via moic-based waterfall
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@ESG_DickCheney
Take an intern’s laptop, hop on the drive, ref out model of another deal team, delete prior versions. Bonus points if day before IC or bids. Foolproof.
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@ThePythonQuant
@OnlyDeFiGuy
@FT
@TheEconomist
@CNN
For sure, not meant to replace a terminal. Though don’t really need an individual seat if you’re focused on private markets
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@Swapflation
It’s definitively faster unless you’re traveling on a laptop. Also never known any finance boomers that even open excel files
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@the_P_God
Imagine going to law school for three years just to process NDAs for 16 hours a day
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@hfreflection
Cover letters have always seemed a waste to me. If I was a serious applicant I would spend a ton of time on the investment idea but get annoyed at the cover letter. Might just be my opinion though
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@barbbkeck99
Definitely, not explicitly named in the article but we referenced issues there + quoted nurse
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@carrynointerest
Great insight for smaller targets. Always a balance in delivery though, plenty of operators who don’t want to hear how to run their business (even if it’s an area they know they’re weak in). Esp true if coming from a < 30 yo associate or VP. Understandable given number of
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@midmarketPEguy
I want whatever management teams you’re working with. Constantly dealing with a stream of asinine incentive program questions.
Answers to a lot of these Qs should be in the docs. Make sure you ask on termination & repurchase scenarios, incl. valuation
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@midtown_rob
Got stuck alone in a random hotel quarantined with Covid couple years ago and cranked through some Bravo below deck marathon, couldn’t turn it off. My rock bottom
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@carrynointerest
@bentigg
Outpatient and in-school or in-workplace mental & behavioral health. Huge unmet need and barrier to date has been hiring enough clinicians and therapists to meet demand
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@HighyieldHarry
Worked with two people that got sent to ER in analyst/assoc years. One collapsed from exhaustion, other a severe first-time anxiety attack — healthy ~25 yr. old guys. Think you have more flexibility as a senior to avoid big family issues vs. law, but it’s a grind to get there
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@dk360
Former career investment professionals, now full-time on Transacted. Our focus is also largely private markets, so not quite the same dynamics.
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@SeanDoesLife
How big of an impact does that really have on newsletter CPMs though? Presumably they’re linked to broader advertising rates across other channels and can’t imagine there’s enough newsletter volume to meaningfully influence supply/demand at that scale.
Agree on engagement, but
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@organic_yield
@Clearingfog_
v true, Really hard to tell from outside, suspect most LPs don't have a clue either
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@HighyieldHarry
Sometimes it’s just gotta be done. Good luck figuring out how tf any of my pro forma adjustments work
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@johnghutton
@moritzkremb
@RosenZone
@callmehouck
@Codie_Sanchez
@signatureblock_
@HamptonFounders
Thanks John!
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@bentigg
Will just say it can be a helpful approach if you want to know what assumptions you have to believe to get to a desired outcome - then your diligence confirms/denies whether possible
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@HighyieldHarry
I reverse this whenever sending a model to a lender, keeps them on their toes. They appreciate it.
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@boobbergLP
Imo middle market guys are dumber than bricks at least 50% of the time but have been in the same industry for like 30 years and know it really well. F500 are actual execs that can do well anywhere because they’re good
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@bankingslut
@joshsendstweets
Possible I’m misremembering, but looked at a fee run earlier this year and CVP biotech/pharma is consistently higher than peers at similar tx sizes, was interesting
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@nunchukdave
Have them do the work, go get a beer, and come back when they’re done. Works every time
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@bentigg
Depends, plenty of pockets where valuations really haven’t fallen that much, and activity starting to pick up. Hearing a lot coming to market in back half.
Fundraising environment more difficult, so a lot of incentive to look for a solid exit heading into a raise, if possible.
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@jclarkson203
Plus takes 5 minutes just trying to get the scanners to recognize me even without a line
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@bentigg
Are these all rolled into the funds flow like a traditional deal or are searchers paying these separately out of pocket?
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@Clearingfog_
Don’t forget to add a bunch of external links to your drive before you distribute your model, people appreciate it because the file path is like a source citation
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@bentigg
On the original thread, sub-$100m is micro cap and can’t account for any meaningful % of PE assets. If anything, that’s a great opp. to get some add-ons done.
Unless we’re talking $100m EBITDA?
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@thedankoe
Bruh you really had to publicize your dad’s financial and emotional stress for engagement?
Also the literal second thing you do in this situation is to start writing a tweet?
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@the_P_God
Sometimes I’ll miss up my numbers on purpose just to see my VP have himself a nice meltdown
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@carrynointerest
Very true. This is also where industry-specific investors bring a ton of value. 50% of portcos sell into same end market? Bring in either industry expert sales/marketer or former industry exec that can open any door. So much leverage getting in top talent vs generalist fund
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@HugePPE
FP&A teams spend more time perfecting their weaponized incompetence than actually doing things, I swear they make any request painful on purpose
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@Clearingfog_
Some more built out than others, but off top of head Motive, Kohlberg, FFL, THL, Frazier, Arsenal, Charlesbank, Court Square. Assuming there are many more I’m not familiar with, but may be wrong
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@flexupfirstyear
You think your MD is demanding, just wait til you have to deal with dog parents
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