Navan’s Post

#1 Rule in our Navigating the Evergreen Fund Frenzy Paper - Focus on Direct Investments. 35% of what we do in our US evergreen fund is direct investments with lead/control ownership. Hear a good case study below.

Many thanks to Mark S. Greenfield and his team at Norton Rose Fulbright for hosting the YPO Private Equity Summit 2024 in New York City last week. The fireside chat with Lawrence E. Golub, CEO of Golub Capital, was inspiring as he shared his professional journey. As a long-time YPO member, I had the honor to speak alongside Douglas Mellinger of Clarion Capital Partners, Christopher Gilmore of Salesforce, and Sunil Garga of Foundation Source, as we explored the critical role of Tech and Data in Private Equity Investing. Key takeaways from our panel for private equity firms and their portfolio companies were: - Technology and data are strategic assets that drive competitive advantage. - It’s imperative to build strong partnerships with software vendors and trusted expert implementers. - Adopting the right technology, like Salesforce, and embracing AI can significantly boost valuation at exit by driving operational improvements and efficiency. This event was a fantastic opportunity for Orion Global Solutions to further expand our private equity practice by sharing technology, digital transformation, and Salesforce best practices with fellow YPO members. Events like this create opportunities to connect, exchange insights, and build impactful relationships. #YPO #digitaltransformation #salesforce #salesforcepartner #privateequity #AI #artificialintelligence #pe #technology #valuation #salesforceventures #mergersandacquisitions

Interesting to note the emerging role that best practice advisory structures are playing to support governance ecosystems, not just here in Australia but across the globe. Forward-thinking and risk-alert organisations are tackling the gritty elements of strategy by road-testing and scenario-planning at a safe and tactical level with independent expert advisory boards, BEFORE taking a more informed proposition to their governance Board - you could say that is simply smart business. #advisoryboards #practicaladvice #governanceecosystem

Final Call!!! Can’t make it live? No worries! Register now to get the recording!🚀 Join us for an exclusive free webinar on navigating the world of Private Equity! 🚀 🗓️ Date: Tuesday, October 22nd, 2024 ⏰ Time: 9:00 AM - 10:00 AM CST Presented by Mike Lorelli, former President of PepsiCo and seasoned CEO of multiple private equity portfolio companies, this session will give you a deep dive into the private equity model and how it works for all key stakeholders—from limited partners to the private equity firm and portfolio management. Whether you're new to private equity or looking to expand your knowledge, Mike's vast experience, including his role as Operating Partner at Falconhead Capital, makes this a must-attend event for anyone in business or finance. 💡 Learn how private equity shapes the capital markets and discover the value it can bring to your career or company. Mike Lorelli is a private equity expert, board consultant, and a favorite speaker for Blackmore Partners. This is your chance to gain valuable insights from someone who's been on the inside of major deals. 👉 Register now https://buff.ly/3XVThLD Once you’ve signed up, you’ll receive a confirmation email with the details for joining the event. Don’t miss your chance to get up close with private equity strategies from a true expert!

Final Call!!! Can’t make it live? No worries! Register now to get the recording!🚀 Join us for an exclusive free webinar on navigating the world of Private Equity! 🚀 🗓️ Date: Tuesday, October 22nd, 2024 ⏰ Time: 9:00 AM - 10:00 AM CST Presented by Mike Lorelli, former President of PepsiCo and seasoned CEO of multiple private equity portfolio companies, this session will give you a deep dive into the private equity model and how it works for all key stakeholders—from limited partners to the private equity firm and portfolio management. Whether you're new to private equity or looking to expand your knowledge, Mike's vast experience, including his role as Operating Partner at Falconhead Capital, makes this a must-attend event for anyone in business or finance. 💡 Learn how private equity shapes the capital markets and discover the value it can bring to your career or company. Mike Lorelli is a private equity expert, board consultant, and a favorite speaker for Blackmore Partners. This is your chance to gain valuable insights from someone who's been on the inside of major deals. 👉 Register now https://buff.ly/3XVThLD Once you’ve signed up, you’ll receive a confirmation email with the details for joining the event. Don’t miss your chance to get up close with private equity strategies from a true expert!

Navigating the new FTC Non-Compete Regulations is confusing 🤔,however, at GrowthLab, we are ready to assist startups and medium-sized businesses in this journey. By using strategic financial leadership and compliance expertise, GrowthLab enables businesses to adapt effectively and ethically. Learn more here ⬇ https://lnkd.in/eAa66VmR

Interested but unable to attend the webinar? No problem! Register anyway, and we'll ensure you receive a link to the webinar recording. We're thrilled to extend an invitation to you for our upcoming webinar titled 'Private Equity’s Perspective on Driving Growth Through M&A,' scheduled for March 26th from 9:00 to 10:00 AM Central Time, Featuring Themos Pentakalos. With fundraising being top of mind for many of you, we are bringing in an expert to share the PE perspective on M&A. During his 30-year career in technology, Themos Pentakalos has been on the buyers' side 15 times and has had two exits. For 10 of those years, he worked in the C-suite, leading PE-backed B2B software companies. He'll be sharing his wealth of knowledge with the Blackmore community, so come with questions! Agenda: - Types of acquisitions and the strategies behind them - How PE views an M&A transaction - What does M&A mean for the acquiring company? - What does M&A mean for an acquired company? - M&A execution best practices Register here: https://buff.ly/3uVjgqX Check out more BlackmorePartners Information here: https://buff.ly/42iNmB3 #PrivateEquity #ValueCreation #Webinar #BlackmorePartners #BlackmoreConnects

A mere 4 months ago I posted about our new home at #CoreWeave and how they had ballooned to $7B. Flash forward to today, we close a round at $19B, with a distinct focus on AI and M&E. If you don't know us by now, you should. #vfx #cloudcomputing #AI

It's a wrap at PEI's Operating Partners Forum Europe in London. It was fantastic to reconnect with old friends and meet new faces in the European private equity ecosystem. I gained valuable insights into the latest trends in value creation and participated in engaging debates. I also had the privilege of speaking on two panels. In my first panel, "Pulling SaaS Commercial Levers to Scale Up Post a Period of Depressed Growth," with Michael Belkin and Tom van Dael, we explored the future of SaaS pricing models for AI-powered solutions. My second panel, "Navigating the Commercial Private Equity Value Creation Journey: Strategies for Success," hosted by OC&C Strategy Consultants Tom Gladstone with Philip Carrivick and Lewis Bantin, focused on growth strategies, stakeholders' early alignment, and the crucial role of operating partners. One highlight was the session "From Boom to Bust: Transforming Your Business and Creating Value Across Functions While Being Cash Restrained" with Nick Eichorn, Paul-Louis Andres, Leo Scanavino, Peter Roos, and Jamal Ismayilov. Key takeaway: when the tide goes down, you see who’s naked, and tough times require bold risks. I enjoyed conversations with Christian Trümpler, Dr. Marc P. Bielitza, Brendan Tobin, Jennifer Fountain, Louis Saund, Ralph Friedwagner, Clive De Silva, Lise Ferrier, Streisan Bevan, Jan-Paul Boos, Mark D. Spiteri, Claudio Crivelli, Anastasya Molodykh, Greg Harwood, and Catherine Brien. Thanks to the teams from Zuora (John Phillips), OC&C Strategy Consultants (Tom Gladstone), and PEI (Tim Sanders, Lawrence Dvorchik, Charles Gould, Marc Mele, Caitriona O'Connor and Kitty Watson). And thanks to Avalon Lee-Bacon Dawn Capital. #privateequity, #operatingpartner, #valuecreation, #pei, #PEIOperatingPartnersForum #knowledgesharing, #Gotomarket #CRO #SalesTransformation #dawncapital #SaaS #GrowthStrategies

So true! And the #governance model is well structured for #activeownership and protection for smaller investors - the necessarily building block for a healthy stock market.