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Our new Harvard Business Review article: Time for Investors to Get Social

I'm excited to report that we've started to release the results from our first-ever study on best practices in private equity and venture capital deal origination. My coauthor Chris Farmer (formerly Vice President, Bessemer Venture Partners) and I published a summary in the current issue of Harvard [...continue reading]

How Private Equity and Venture Capital Funds Grow the Value of Portfolio Companies

One of the major themes of the evolution of the private equity industry for the past decade has been the growth of internal groups focused on enhancing the value of portfolio companies. Twenty years ago, the great majority of the people working in private equity came out of investment banking, i.e., [...continue reading]

Visiting Singapore April 23-29: Presenting to Founder Institute, Venture Capital & Private Equity Association, CFA Singapore, and others

I'm very excited to be visiting Singapore for the first time April 23-29; I may stay longer in Asia depending on business exigencies. I'm visiting as part of the faculty for the local launch of Founder Institute, with sponsorship from the Infocomm Development Authority of Singapore and others. I [...continue reading]

Economy Will Grow at 'Muted Rates'–Steve Schwarzman

Image via Wikipedia Courtesy of Craig Franklin, a Cornell MBA, following is a summary of an interview with Steve Schwarzman, CEO of private equity firm The Blackstone Group. LPs looking for more money back from illiquid assets, some nice exits. Blackstone plans to IPO 8 companies and sell [...continue reading]

HBS Club of CT, Nov. 19 event: Private Equity Operating Executives Panel with Goldman Sachs, General Atlantic, CVC Capital

The Harvard Business School Club of Connecticut invites you to a Panel Discussion on It's the People: Improving Private Equity Portfolio Company Valuations by Working with Operating Executives Bush-Holley Historic Site 39 Strickland Road, Cos Cob, CT [...continue reading]

Financial Executives Event: How to Find and Invest in Private Companies, Nov. 5, New York

I hope you'll be able to join us for the event below: "Private Equity and Venture Capital Deal Origination - Best Practices" Audax Group and Teten Advisors, LLC Sponsored by the Financial Executives Networking Group New York Chapter When: Thursday, 11/5/2009 5:30 PM to [...continue reading]

Managing the Online Identify of a Venture Capital/Private Equity Firm

Seth Levine has posted the slides from his portion of Thomson Reuters Buyouts recent webinar on "Boosting Returns with Web 2.0 Technology". Also, Buyouts magazine has posted a detailed summary of the panel. You can get a sense of my slides on the deal origination page of my site. [...continue reading]

CRM Survey of Alternative Asset Community

Touch Ahead Software conducted two separate surveys at both the ACG Intergrowth Conference in Las Vegas and the ACG Growth Conference in Boston in 2009 on the alternative asset community's CRM use and experience. Download results. Most surprising, EquityTouch found that 37% were using no formal [...continue reading]

Free Webinar on Due Diligence Best Practices — 1-800 Flowers, Sullivan Cromwell — August 6

Please join me next Thursday, August 6 for the second in The Deal's complimentary 3-part series on Corporate Development: "Due Diligence Best Practices". The Deal's Ken Klee moderates. My fellow panelists are Frank Aquila, a leading partner in Sullivan & Cromwell's M&A Group, and [...continue reading]

Boosting Returns With Web 2.0 Technologies–Webinar, July 23, 12-1:30 ET (Buyouts Conferences)

I hope you'll join me for Boosting Returns With Web 2.0 Technologies, a special 90-minute interactive webinar, July 23, 2009, at 12-1:30 Eastern; 11-12:30 Central; 10-11:30 Mountain; 9-10:30 Pacific. It is hosted by Buyouts Conferences' Private Equity University. UPDATE: Reuters Buyouts posted [...continue reading]

Venture Capital and Private Equity Funds’ Use of CRM

    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 [...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 [...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 [...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 [...continue reading]

Sep. 22: Where are the Deals? Private Equity and Venture Capital Funds' Best Practices in Deal Origination

I hope you can join us on Sep. 22 evening for a presentation on "Where are the Deals?  Private Equity and Venture Capital Funds' Best Practices in Deal Origination ".  We'll be discussing preliminary findings from a white paper we're writing on this topic.  I'd like to thank our [...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, < [...continue reading]

On Sourcing Deals for Private Equity Funds

I enjoyed presenting a few weeks ago to the Harvard Business School Club of London on "Best Practices in Deal-Sourcing by Private Equity, Venture Capital, and Hedge Funds", generously hosted by McKinsey.  You can download my slides here.  I look forward to learning more about this [...continue reading]

Execunet Webinar: Consulting Opportunities with Hedge Funds, VC Funds, and Others

I hope that some of you will join us for the program below. CONSULTING OPPORTUNITIES WITH HEDGE FUNDS, PRIVATE EQUITY FUNDS, MUTUAL FUNDS AND OTHERS Webinar with David Teten, Co-Managing Director, Nitron Circle of Experts Friday, June 08, 2007, 1:00 - 2:00 PM EST Sponsored by Execunet, [...continue reading]