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

2M ago 43:06

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Contenuto fornito da Dan Rayburn. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Dan Rayburn o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.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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124 episodi

#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

Condividi

MP3•Pagina principale dell'episodio

Contenuto fornito da Dan Rayburn. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Dan Rayburn o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.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

124 episodi

#News #Tech News #Dan

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