Views
The pattern is almost identical, only faster, louder, and with more zeroes. In 1999, we had people registering random domain names and raising millions because they had a “web business plan.” No product, no revenue, just a buzzword and a slide deck. Sound familiar? Now it’s AI. Every company
Cases
In the late 2010s, SmileDirectClub looked unstoppable. A direct-to-consumer revolution in orthodontics—cutting out the middleman, slashing prices, and promising a perfect smile from the comfort of your sofa. It was Silicon Valley swagger meets medical device economics, wrapped in pastel branding and influencer smiles. Founded in 2014,
Events
The Not Very Private Equity Dinner Series brings together a curated mix of investors, operators, and founders for candid, off-the-record conversations. Want to join? Apply below.
Events
The Not Very Private Equity Dinner Series brings together a curated mix of private equity investors, operating partners, and founders for candid, off-the-record conversations. Hosted monthly in New York and Los Angeles, these dinners take place in some of the cities’ most exclusive private dining rooms and members
Deals
Francisco Partners Takes Jamf Private in $2.2 Billion Deal Francisco Partners is taking Jamf private in a $2.2 billion all-cash deal at $13.05 per share, marking an exit for Vista Equity, which held a 34% stake. Jamf manages and secures Apple devices for enterprises, posting ~$176.
News
GIC Tests the Secondaries Market with $1 Billion LP-Stakes Sale Singapore’s GIC—one of the most disciplined LPs on the planet—is quietly unloading $1 billion in fund stakes across 30 PE managers. When even a sovereign wealth fund wants liquidity, that’s not noise—it’s a
Theses
Luxury is no longer worn. It’s scheduled. The modern affluent parent isn’t showing off with a Rolex.....they’re flexing through weekend fencing tournaments, bilingual tutoring, and elite chess camps. We’re witnessing the rise of child-focused conspicuous consumption. And the numbers are massive: According to the
Views
The gym sessions you skip. The calls you make. The habits you tolerate. The people you surround yourself with. It’s all compounding, every day, quietly, without fanfare. In business, we obsess over financial compounding......IRR, MOIC, reinvested profits. But the real magic (or destruction) is happening elsewhere. Culture compounds.
Life
Freeze the lemon and shove it as far back up life as you can. Elbow deep. Because in business, you don’t win by coping, you win by counterattacking. Most people have been trained to absorb problems politely. They call it “resilience.” They think if they just keep calm, manage
Views
You’ve been there. You just walked into the best party in Vegas. Perfect music, open bar, crowd full of people who all look like they’ve made it. The room hums with self-importance .........everyone telling each other how great things are. You feel it too. You’ve made
Theses
One of the most underutilised value creation strategies in PE right now. Buy the education platform. Buy the service companies. Place the grads. Repeat. Think about it: if you’re investing in HVAC, plumbing, electrical, auto repair....any business reliant on skilled labour.....then you already know the bottleneck isn’
Views
Short answer? You don’t. You get invited. It’s one of the most opaque, relationship-driven roles in private equity—and it doesn’t follow a normal recruiting process. You don’t apply. There’s no job board. No clear path. It’s more secret society than career ladder.