Private Equity Data Guy
The Metrics Look Fine. So Why Is the Business Stalling?
36:24
David Newcomb has done something rare in private equity. He operated through two separate transactions at the same company, including the founder exit, and watched the second buyer walk in and say they were acquiring the business because of what he had built. That vantage point gave him a phrase every operator, board member, and sponsor should carry: value drift.
We spent this conversation…