December 9, 2021

Episode 85 – Exiting The Year With “A Year Of Exits”

Featuring: Amar Pandya, David Barr, Felix Narhi, Maria Pacella

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.