Executive Interview: Michelle Noon Of PE Firm Clearhaven Partners Discusses Video Infrastructure Software Valuations, Acquisitions And Cash Flow The Dan Rayburn podcast

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Executive Interview: Michelle Noon of PE Firm Clearhaven Partners Discusses Video Infrastructure Software Valuations, Acquisitions and Cash Flow

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Contenido proporcionado por Dan Rayburn. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Dan Rayburn o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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

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122 episodios

#News #Tech News #Dan

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Executive Interview: Michelle Noon of PE Firm Clearhaven Partners Discusses Video Infrastructure Software Valuations, Acquisitions and Cash Flow

The Dan Rayburn Podcast

published 2M ago

Compartir

MP3•Episodio en casa

Contenido proporcionado por Dan Rayburn. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Dan Rayburn o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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

… continue reading

122 episodios

#News #Tech News #Dan

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