"Is Search A Bubble?"
"Is search a bubble?" No. (a) Valuations for SMBs and lower-middle market PE transactions have stayed disciplined in
Thesis
32 posts
Importance of Pipeline in Rollup
"How important is it to have identified targets when pitching a roll-up platform?" A sponsor recently asked me
When to pivot
Thesis-driven searches are compelling (“here is what I’m going to build!”). As is specialized sponsors with deep vertical niche
Value of niche experience
Searchers who bring super niche experience have an incredible edge. There’s nothing more persuasive than talking to a searcher
Independent Sponsors vs. Self-Funded Searchers
Independent sponsors vs. searchers: I recently posted about the differences, and here's an overview of the similarities 😄 Congrats
Waiting 7 Years
I often chat with prospective searchers who want to start their journey. Recently I talked to someone who had called
Self-Funded Search vs. Independent Sponsors
At Minds Capital we invest equity in deals from both searchers and independent sponsors. Below is an overview of how
Financial Times: Deal-by-deal PE
Deal-by-deal private equity is in the wind. The space is maturing in the US, but it is in the early
