Relay Ventures’ Post

🚀 Join Us for an Exclusive Webinar: Navigating Private Equity with Mike Lorelli 🚀 🗓️ Date: Tuesday, October 22nd, 2024 🕘 Time: 9:00 AM - 10:00 AM CST Curious about how private equity works behind the scenes? Whether you're in the buy-side, sell-side, or simply interested in the broader capital markets, this webinar is for you! Join Mike Lorelli, former PepsiCo President (twice!) and experienced Private Equity CEO, as he breaks down the private equity model—what’s in it for Limited Partners, Private Equity firms, and portfolio company management. 📊 Key Takeaways: A deep dive into the private equity model. Insightful perspectives for anyone looking to better understand this vital component of the capital markets. Real-world wisdom from a seasoned leader who’s served as CEO for 5 Private Equity portfolio companies and sat on 9 Boards. Mike Lorelli brings unmatched experience, having led major companies, served as an Operating Partner at Falconhead Capital, and helped senior executives secure board seats and transition into new roles. Don't miss this chance to expand your knowledge with actionable insights from one of the best in the business! 👉 Register Now: https://buff.ly/3XVThLD After registering, you will receive a confirmation email containing information about joining the webinar.

Explore the “in-between” of private equity and private credit. 🔎 Angelo Rufino, who recently joined Bain Capital as a partner and head of special situations in North America and Europe, is focused on opportunities that sit between private credit and private equity. 🌎 In a conversation with 9fin’s Rachel Butt, Rufino shares his vision and strategy for this dynamic, evolving market. 🚀 Catch their conversation here — https://hubs.li/Q02WPmlk0

𝗘𝘅𝗰𝗶𝘁𝗲𝗱 𝘁𝗼 𝗵𝗼𝘀𝘁 𝘁𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝗽𝗮𝗻𝗲𝗹 𝗮𝘁 𝗣𝗘𝗫 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 -the most transparent Private Equity Conference hosted by Project A Ventures and FLEX Capital.     Join me and esteemed panelists Laura Schroeder (KKR), Michael Groeber (Castik Capital), Christian Stein (PSG) and Dr. Jan Philipp Feigen (EY Law) as we dive into the fundamentals of Private Equity.    Our discussion will venture beyond traditional beliefs, questioning established hypotheses from the viability of platform sales to the value of integration. This session is a must for anyone in the DACH region's software-focused PE sector, General Partners, or investors in SME software companies.    📧 Interested? Email [email protected] for your personal invite to PEX on the 25th of April 2024. Let's challenge the status quo together!    ➡️ And let me know which traditional Private Equity beliefs you would love to have reevaluated or challenged!    #PEX2024 #PrivateEquity #InvestmentStrategy #SoftwareSector 

Growth Equity Stage Companies: Access executives who can grow both the top and bottom lines and create lasting value! Gone are the days of grow at all costs. Our data-driven search process and market-best network give us unique insight and access to executives who can grow both the top and bottom lines and create lasting value for sponsors. Read more about our collaboration with Growth Equity partners to achieve investment thesis goals in our full press release here: https://buff.ly/49tKqUk #LeadershipInTech #GrowthEquityStage #ExecutiveSearch #InnovationLeadership

🚀 Join Us for an Exclusive Webinar: Navigating Private Equity with Mike Lorelli 🚀 🗓️ Date: Tuesday, October 22nd, 2024 🕘 Time: 9:00 AM - 10:00 AM CST Curious about how private equity works behind the scenes? Whether you're in the buy-side, sell-side, or simply interested in the broader capital markets, this webinar is for you! Join Mike Lorelli, former PepsiCo President (twice!) and experienced Private Equity CEO, as he breaks down the private equity model—what’s in it for Limited Partners, Private Equity firms, and portfolio company management. 📊 Key Takeaways: A deep dive into the private equity model. Insightful perspectives for anyone looking to better understand this vital component of the capital markets. Real-world wisdom from a seasoned leader who’s served as CEO for 5 Private Equity portfolio companies and sat on 9 Boards. Mike Lorelli brings unmatched experience, having led major companies, served as an Operating Partner at Falconhead Capital, and helped senior executives secure board seats and transition into new roles. Don't miss this chance to expand your knowledge with actionable insights from one of the best in the business! 👉 Register Now: https://lnkd.in/g82uNq5y After registering, you will receive a confirmation email containing information about joining the webinar.

🚀 Join Us for an Exclusive Webinar: Navigating Private Equity with Mike Lorelli 🚀 🗓️ Date: Tuesday, October 22nd, 2024 🕘 Time: 9:00 AM - 10:00 AM CST Curious about how private equity works behind the scenes? Whether you're in the buy-side, sell-side, or simply interested in the broader capital markets, this webinar is for you! Join Mike Lorelli, former PepsiCo President (twice!) and experienced Private Equity CEO, as he breaks down the private equity model—what’s in it for Limited Partners, Private Equity firms, and portfolio company management. 📊 Key Takeaways: A deep dive into the private equity model. Insightful perspectives for anyone looking to better understand this vital component of the capital markets. Real-world wisdom from a seasoned leader who’s served as CEO for 5 Private Equity portfolio companies and sat on 9 Boards. Mike Lorelli brings unmatched experience, having led major companies, served as an Operating Partner at Falconhead Capital, and helped senior executives secure board seats and transition into new roles. Don't miss this chance to expand your knowledge with actionable insights from one of the best in the business! 👉 Register Now: https://buff.ly/3XVThLD After registering, you will receive a confirmation email containing information about joining the webinar.

The independent RIA landscape has dramatically changed over the last 20 years, that's for sure. Listen to these two industry powerhouses as they talk about why private equity finds the industry compelling, and what's ahead for Focus Financial Partners.

Great being at SuperReturn in Berlin discussing the M&A environment, along with trends in private markets, ESG, US vs. EU portfolio dynamics, regulation, and a wide range of other topics. While there was debate and uncertainly around the current environment on PE, particularly around macro, geopolitical overhang, $T's of dry powder being on sidelines, uncertain IPO windows and M&A / exits being more muted, the conference rang a more positive tone and was far more well attended than '23. Biggest take-away for our team is that LPs are evaluating managers based largely off of how they've managed to DPI metrics across this cycle. DPI is the new IRR and you cannot "eat TVPI" to be sure.

I'm excited to share some key insights from a recent keynote panel I moderated at the 12th annual Private Equity Forum hosted by Markets Group titled "Global Private Equity Investing." The discussion with industry experts was illuminating. Here are some of my takeaways: 📈 Market Recovery Signs: The PE landscape is showing signs of resilience with deal activity finding its footing and capital markets on the upswing. 🔍 Importance of Management: Opportunities in PE are often driven by effective management and the unique motivations of founders. 🌱 Long-Term Focus: Investors would do well to keep their eyes on long-term structural trends instead of getting distracted by short-term buzz. 💰 DPI is the New IRR: There's a noticeable pivot toward Distributions to Paid-In Capital (DPI) ratio as liquidity becomes a heightened priority for investors. Thank you to the panelists - Peter Cornelius, Sean Ward, Fanglu Wang, Vincenzo La Ruffa, and Arslan Mian - for such an engaging discussion.