Devin sits down with Sameer Shamsi, Co-Head of Houlihan Lokey's GP Led Secondaries group. We cover everything you want to know about continuation vehicles, but were afraid to ask (or too dumb to ask?). What is the difference between LP-led and GP-led? How should GPs talk to their LPs about it? What assets are best suited for CVs? How does company management get treated in a CV? Plus so much more you didn't even pay for.
In this episode of the Private Equity Funcast, host Ryan Milligan speaks with OpenBrand CEO Greg Munves and Chief Economist Ralph McLaughlin about their innovative approach to tracking inflation through the OpenBrand Consumer Price Index for Durable and Personal Goods (CPI-DPG). The CPI-DPG is updated weekly, providing a third independent data point for measuring inflation. Its accuracy has been validated with a mean absolute percentage error (MAPE) as low as 1.6% in specific categories. Additionally, OpenBrand offers scenario-based inflation forecasts, enabling companies and investors to tailor predictions to their expectations and market views.
In this episode, Chris Taylor, CEO and Co-Founder of Fractional AI, joins the show to discuss how his company helps traditional businesses adopt and implement generative AI (GenAI) to improve operations and product offerings. Fractional AI focuses on transforming workflows with GenAI through practical, production-ready solutions, especially for companies lacking deep AI expertise.
In this episode of the Private Equity Funcast, Greg Munves (CEO) and Kristopher Kubicki (CTO) join Partner Ryan Milligan to discuss the rapid growth and transformation of Open Brand, a company formed through the combination of four market intelligence companies. They share insights on leveraging AI for real-time data analytics, scaling through strategic acquisitions, and modernizing technology infrastructure. The conversation explores how Open Brand is revolutionizing market intelligence, competitive analysis, and business decision-making across industries.
Join host Jim Milbery along with guests Alan Williamson (CTO of HiBid) and Kristopher Kubicki (CTO of OpenBrand) as we react to the recent DeepSeek AI announcement, its implications for the AI industry, private equity, and technology companies. We discuss the shock and awe response from the VC and tech communities, debating whether it signals a true paradigm shift or an overreaction. The conversation underscores how AI, particularly LLMs, is reshaping software development, cybersecurity, and investment strategies. While DeepSeek has fueled fears and recalibrations in the market, the real challenge is keeping up with the constant AI evolution—where new models and frameworks emerge at a staggering pace. Companies must remain agile, strategic, and realistic in their AI adoption to truly capitalize on this technological shift.
Jim and Paul kick off the 2025 podcast year. We discuss economic uncertainties, private equity challenges, and evolving market strategies. We explore AI’s role in portfolio management, cybersecurity concerns, and operational improvements, emphasizing practical efficiency over drastic changes. The conversation also touches on AI adoption within organizations, avoiding vendor lock-in and training teams to leverage new tools. Wrapping up, we invite listener engagement while reaffirming their commitment to authentic, ad-free content.
Matt Van Itallie from SEMA Software joins Jim to discuss the value of SEMA’s code analysis tools for private equity backed companies, particularly for companies managing technical debt, security, and code quality. They highlight the challenges of due diligence in software acquisitions, especially for older companies with legacy systems, and stress the importance of transparency in identifying security and licensing risks. SEMA’s AI-driven tools assess code quality and help firms measure the impact of AI-assisted development, making processes like testing more efficient.
Jim welcomes old friend and colleague, Jeremy Burton, CEO of Observe, to the podcast. They discuss the importance of observability in modern software development, the evolution of observability, the challenges of distributed applications, and how advancements in data technology and AI are shaping modern software development and troubleshooting.
Jim welcomes Phillip Weinstein, founder of Atropates Capital, who discusses his background, entrepreneurial journey, and the concept of starting a search fund. The conversation covers various topics, including Phillip’s first entrepreneurial venture at Wake Forest University (a laundry service), through founding his search fund. The discussion explores how search funds differ from other business models, such as private equity and venture capital. Phillip shares his insights about finding and evaluating deals, the challenges of operational leadership, technical debt in software, and integrating AI tools.
Join Paul from the ParkerGale Ops team as he unpacks the concept of “product-market fit” with special guest, Rob Snyder – multiple-time startup founder and Fellow at Harvard Innovation Labs. Paul and Rob explore the origins of the PMF concept, what it means, and why it's both an essential and confusing concept for PE-backed tech companies. Learn about the importance of building a shareable case study, the pain cave you inevitably enter while trying to connect with your customers, and how to use the concepts of demand versus supply to shorten your search for product-market fit.