Turning The Page

2022 has been fantastic. I joined a company that allowed me to close both acquisitions and venture investments, gave me a team to manage (who did great work), had me working with a manager I learned from, and provided an opportunity to work on new exciting projects. Sadly, the entire cryptocurrency industry had nosedived these… Continue reading Turning The Page

Be a specialist

An interesting study was just released about venture capital. One tool I view that corporate development teams can refine and build upon to execute in-organic growth. The study essentially notes that venture capitalists are specialists. I believe this. The research paper also notes that performance is much better in the sub-industry VC's focus on; even… Continue reading Be a specialist

Quick Backwards Valuation Methodology

There are a few ways to create a valuation when looking at a company to acquire regardless if you're an incumbent or scaling growth company debating your first acquisition. On the other hand, as a founder, you can have your FP&A team to run this as an exercise before you approach any potential acquirers or… Continue reading Quick Backwards Valuation Methodology

Machine learning for the enterprise

Where should we expect there to be disruption in the next 5 years, and specifically across enterprise-grade machine learning? Additionally, what areas will companies likely focus on building, and what will be acquired by large incumbents? To understand this, we need to know where we are currently and what we have accomplished to date. Currently,… Continue reading Machine learning for the enterprise

Near term M&A

https://giphy.com/gifs/lab-psychology-physiology-3oEduXcQeQCX3vwxxK What the market has been doing M&A market in the near-term is changing a little: (1) confidence is what drives deals (we've got low confidence); (2) it takes 6 months for private markets to catch up to the public markets; (3) low volatility enables an active M&A market, but currently volatility is still somewhat… Continue reading Near term M&A