
December 9, 2021
Episode 85 – Exiting The Year With “A Year Of Exits”
In our final episode for the year, Felix Narhi is joined by David Barr, Maria Pacella and Amar Pandya for a year end discussion on exits.
Subtitle: Anatomy of a Takeout and of a unicorn.
In our final episode for the year, Felix Narhi is joined by David Barr, Maria Pacella and Amar Pandya for a year end discussion on exits. The team looks back at the year through the lens of our record-breaking list of exits, with 11 public and 6 private liquidity events. They reveal some of the secret sauce and we learn why Maria has started to believe in unicorns. The team provides some in depth analysis on a few of the events and discuss where they see the M&A and IPO environment heading in the new year.
Key Takeaways
[02:04] | Amar provides some background and context for the M&A environment we have seen in 2021 |
[04:04] | Maria adds to the conversation with her perspective from the ventures side. |
[06:10] | Felix asks Dave for a refresher on his “Anatomy of a Takeout”. |
[09:55] | Maria talks about her new-found belief in unicorns and why Copperleaf has stoked the fire. |
[16:53] | Felix asks Amar for details on a takeout that really stood out to him. |
[21:51] | Amar elaborates on the equity investment process and uses CoreLogic as an example. |
[25:20] | Dave adds to the conversation by providing more examples and insights. |
[27:52] | Felix asks Dave for the difference between activism and constructivism and how Pender views itself as a shareholder. |
[28:50] | Felix and Dave reflect on public markets and the shift in the potential for takeouts. |
[32:25] | Amar and Maria add to the conversation and provide some examples. |