The Official AWS Podcast is a podcast for developers and IT professionals looking for the latest news and trends in storage, security, infrastructure, serverless, and more. Join Simon Elisha and Hawn Nguyen-Loughren for regular updates, deep dives, launches, and interviews. Whether you’re training machine learning models, developing open source projects, or building cloud solutions, the Official AWS Podcast has something for you.
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Content provided by Dan Rayburn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Rayburn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Executive Interview: Michelle Noon of PE Firm Clearhaven Partners Discusses Video Infrastructure Software Valuations, Acquisitions and Cash Flow
Manage episode 436393866 series 3293405
Content provided by Dan Rayburn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Rayburn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Michelle Noon, founder and managing partner of private equity firm Clearhaven Partners, joined me for a detailed conversation on the current state of the financing market tied to valuations, interest rates, and balance sheets. Michelle discusses how operators and investors balance growth versus profitability, the importance of recurring revenue with high predictability, the true cost of debt and how the market is now rewarding companies for generating cash flow.
Michelle discusses how management teams are now being forced to focus on managing their capital structures at the potential expense of business operations and how this can impact focus and business results. Finally, Michelle lays out a perspective on valuation multiples based on various business factors, touches on how she sees the investments in AI playing out and explains why Clearhaven invested in SundaySky, Wowza and recently acquired Zixi.
Podcast produced by Security Halt Media
145 episodes
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Manage episode 436393866 series 3293405
Content provided by Dan Rayburn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Rayburn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Michelle Noon, founder and managing partner of private equity firm Clearhaven Partners, joined me for a detailed conversation on the current state of the financing market tied to valuations, interest rates, and balance sheets. Michelle discusses how operators and investors balance growth versus profitability, the importance of recurring revenue with high predictability, the true cost of debt and how the market is now rewarding companies for generating cash flow.
Michelle discusses how management teams are now being forced to focus on managing their capital structures at the potential expense of business operations and how this can impact focus and business results. Finally, Michelle lays out a perspective on valuation multiples based on various business factors, touches on how she sees the investments in AI playing out and explains why Clearhaven invested in SundaySky, Wowza and recently acquired Zixi.
Podcast produced by Security Halt Media
145 episodes
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Similar to The Dan Rayburn Podcast
The Official AWS Podcast is a podcast for developers and IT professionals looking for the latest news and trends in storage, security, infrastructure, serverless, and more. Join Simon Elisha and Hawn Nguyen-Loughren for regular updates, deep dives, launches, and interviews. Whether you’re training machine learning models, developing open source projects, or building cloud solutions, the Official AWS Podcast has something for you.
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continue reading
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continue reading
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…
continue reading
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And we are The Non-Prophets!... airing on the first and third Sunday of every month, starting at 3:00 PM Central (01:30-03:00 UTC) on our Youtube channel: https://www.youtube.com/thenonprophetsaca. The Non-Prophets focuses on atheism and the separation of church and state. Become a supporter of this podcast: https://www.spreaker.com/podcast/the-non-prophets--3254964/support.
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continue reading
Technical interviews about software topics.
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