Paul Greenberg just posted a summary I wrote of how private equity and venture funds are using CRM at his blog. I’ve cross-posted it here: Paul asked me to write a brief summary of the findings of my research on Best Practices in Private Equity and Venture Capital Deal Origination....
[Continue Reading]Deal Sourcing by Corporate Development Groups
At last week’s ACG Intergrowth conference, I attended a roundtable discussion on Deal Sourcing as part of the Corporate Development track. My notes follow. To preserve confidentiality, I have labeled as “X:” the comments from all the participants. We had about 30 people in the group, almost all of whom were heads of M&A at...
[Continue Reading]Asset Managers and How They Power Their Businesses with Salesforce CRM
For our research project on VC/private equity deal origination, Renny Monaghan of Salesforce pointed me to a 2008 Dreamforce panel on Asset Managers and How They Power Their Businesses with Salesforce CRM. The video and Powerpoint are downloadable here. My notes follow. I think the most interesting point came from Erik Yewell, who said, “We...
[Continue Reading]Wizards of Finance Becoming Mainstream-The Role of Mezzanine and Hedge Funds in Todays Tough Deal Environment
Following are my notes from last week’s AM&AA conference on the panel, "Are the Wizards of Finance Becoming Mainstream? The Role of Mezzanine and Hedge Funds in Today’s Tough Deal Environment". Todd Sternier, Caltius Capital Caltius plan in 2009: provide market one-stop capability: senior and mezzanine. $500m AUM. Market less dilutive liquidity alternatives. Dividend/ equity...
[Continue Reading]Raising Fund X: Trends in Private Equity Fundraising and Fund Evaluation
I enjoyed listening to a panel this morning sponsored by Broadgate Consultants on “Raising Fund “x”: Trends in Private Equity Fundraising and Fund Evaluation.” My rough notes follow: Panelists were: Dr. Oliver Gottschalg, Assistant Professor of Strategy and Business Policy, < ?xml:namespace prefix = st1 ns = “urn:schemas-microsoft-com:office:smarttags” />HEC School of Management; Co-director, HEC-INSEAD Buyout Research...
[Continue Reading]Discussion with Leading Private Equity Journalists
Following are my notes from this morning’s “59 Minutes” Panel:MEET THE PRESS 2005: Discussion with Leading Private Equity Journalists Sponsored by Broadgate Consultants, LLC Moderated by Franci J. Blassberg, Co-Head of Debevoise & Plimpton’s Global Private Equity Team, Editor & Chief of the Debevoise & Plimpton Private Equity Report Thursday, January 13, 2005, 8.30 AM...
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