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I once presented a billionaire some of the highest-ROI projects I'd ever found.
Some north of 1,000% IRR.
I have never forgotten his response.
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PEoperator⚡️
12.7K posts
PEoperator⚡️
@PEoperator
Former private equity operator. Current CEO. Sharing deals, stories, and lessons from my career | book recs: https://t.co/6HlJT9UxgA
Entrou em Kasım 2020
426 Seguindo14.9K Seguidores
This book shows how industrial giants compound for decades.
If you’re betting on industrials, read it.
The TransDigm and Roper profiles are excellent.
The Icahnist@TheIcahnist
Golden Age of Industrial Private Equity Outperforming returns are more likely to come from industrial and hard-asset businesses. The TransDigm playbook is the blueprint.
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Certified banger.
If you’ve ever done a deal, you know this is true.
CFO, Big Cat Corp@VPBigCatCorp_
There is no high comparable to the optimism right after closing a deal. In fact, yesterday on day 1 of the latest I randomly blurted out to CEO “this may be the best deal ever”. This latest one, the 13th I’ve been involved with in my career, may have the highest potential I’ve seen. Every deal is different. But every deal is the same. I can’t say I’ve been a part of any epic failures and all have found success eventually. But, I’ve experienced variability in how long it takes to get to “success” after closing. Always different. What’s always the same is there is a significant amount of change management required from the buying and selling business. At my prior company I participated in a global leadership meeting focused on change management. Northwestern University led the session and shared a chart similar to this that I think explains it well. Speed in business wins. Speed in getting through the valley of despairs wins in deals. One insight I’ll share for leaders of organizations is to know that everyone across both companies is always at a different point in this curve. The companies are a collection of individuals. Learn to see cues and take note of people’s motivation and optimism levels - you can have a huge impact on moving through valleys of despair quickly. #JustADealGuysThoughts
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@aphysicist Jeff is just going to where the opportunity is. Those of us already here should be excited.
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i wonder if he realizes that a) this ultimately creates more jobs, b) we are a generation way from automating factories
Bernie Sanders@BernieSanders
Jeff Bezos, worth $234 billion, plans to replace 600,000 Amazon workers with robots. Now, he wants to spend $100 billion to fully automate not just his warehouses, but factories in the U.S & other countries. Oligarchs are waging all out war against workers. FIGHT BACK.
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@IlliquidInsight Yes very true. Hopefully they deem some of the smaller companies not worth their time
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@PEoperator I think that makes the big guys that are more sophisticated (Ares, Apollo) much better positioned for the down cycle.
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The number of companies taken over by private credit doubled in ‘25.
Lenders that can take equity and execute turnarounds have a big edge as distress grows.
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@PEoperator How were you able fully finance the deal with debt? Also congrats! Very tough getting a good deal done in today’s competitive market.
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Closed on an acquisition today⚡️
PP multiple was 3.8x, adds 50% to inventory, 30% to sales. Funded with 100% debt. Synergies for days.
To top it off, closed the deal from the gym this morning- the highest level of synergy.
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@StarchAITech We used it a lot but nothing organized around it…. One off analyses
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@PEoperator 100% debt on a 3.8x multiple with inventory and sales upside is a clean structure. Curious how much of your diligence process has shifted to AI-assisted workflows... deals like this used to eat weeks of analyst time on the model alone.
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@SaliimAzrg Yes let’s definitely see that’s. love your skepticism.
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“Silent deal killer”
Net working capital might be the most boring line on the balance sheet… until it quietly moves 7 figures of value after closing.
In most private M&A deals, the real purchase price isn’t final until 60–120 days post-close, when the working capital “true-up” hits.
Get the peg wrong, and you don’t just lose on price—you end up funding your own buyer’s working capital needs.
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@Cashflow_Cowboy Just rewatched all of these with my oldest boys (their first time). Still hold up so well.
Next step: extended versions.
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@PEoperator I feel thin, sort of stretched, like butter scraped over too much bread.
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Having one of those days where it feels wonderful to daydream about not fighting the keyboard battle and instead going outside and wandering into an adventure.
“It's a dangerous business, Frodo, going out your door. You step onto the road, and if you don't keep your feet, there's no knowing where you might be swept off to.”
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This guy just had his shoes shined at the airport then boarded in group 9
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@MikeDBears34 @AntiDoc I always use dumbbells, may need to switch to BB. Better setup
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@heynavtoor Never a better time to start a small business
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This guy is training in the home gym of the future.
Incredibly compact with insane amounts of versatility.
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Update: found this in a warehouse. Deal keeps getting better.
PEoperator⚡️@PEoperator
Closed on an acquisition today⚡️ PP multiple was 3.8x, adds 50% to inventory, 30% to sales. Funded with 100% debt. Synergies for days. To top it off, closed the deal from the gym this morning- the highest level of synergy.
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Here’s a few of my favorite AI use cases in daily sales
They are stupid simple and highly useful (thread)
PEoperator⚡️@PEoperator
Our company has begun deploying AI aggressively over the last month. Here’s a list of nearly everything we’ve used it for so far. These are simple but highly impactful things you can copy today.
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