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.
|[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.|