Anthony Fiedler
@fiedlerfyi
Anthony Fiedler
@fiedlerfyi
Value and Profitability - Damodaran 2025 Exploration into Sectors and levels of Profitability
M&A and ETA - Entrepreneurship through Acquisition
marketplace for Search, M&A SMBs
Growth Equity and
Ben Narasin - Tenacity VC - fundraising, thought for fund starting and theory for follow ons, otherwise
M&A and Insurance and Risk Related
LMM M&A - Selling business, liability around reps & warranties, indemnification.
$20mm and under - not common.
PE moving from LPs to bring inhouse on investments to be able to draw capital whenever they want - Blackstone / Berkshire with access off the balance sheet on permanent capital.
Interesting that as PE has been open to 401k individual investors, it has also become more opaque as governance will typically lack without the intermediary relationship of GP/LPs.
Automation and AI
Agent LLM apps in GitHub Repo for all sorts of applications
I spend my time focusing on financial analysis and deal execution because I believe that thorough due diligence and strategic planning are crucial for successful mergers and acquisitions (and I want to create impactful growth opportunities for businesses).
I spend my time focusing on data-driven decision making because I believe that leveraging
Personal and
Optifino - proper, optimized Life Insurance policies
Converting Term, decreasing or reducing premiums
Expanding Death Benefits
Burgundy, Climate Change and Investing in Wine