March 8, 2023

Take Five #045: How one PE pro evaluates deals with some simple back-of-the-napkin math, and more

Take Five #045: How one PE pro evaluates deals with some simple back-of-the-napkin math, and more

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Take Five #045: How one PE pro evaluates deals with some simple back-of-the-napkin math, and more

1. Mastering the art (and science) of good deal judgement

Great 10 point thread by Steve Ressler of the Brydon Group on why you need to learn how to assess deals: “In the end, deal judgment is a combination of art and science. It's about being able to balance risk and reward, intuition and analysis, and short-term gain and long-term success.”

2. In the same vein: how one PE professional assesses their deals with some simple questions

“Overall, good deals can be assessed on a napkin or simple bridge. No need to over complicate the model.”

3. Visionary? Integrator? Maybe it doesn’t matter

If you use EOS to run your business, you may be familiar with Visionary and Integrator labels as a way to structure business roles & accountability. Here’s an excellent thread by Josh Schultz of CaneKast on how why he drops those labels and how he builds/partners with others in real life:

4. 5 crucial questions to get you started on your due diligence

5. The 12 Basics of LOIs you should know

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