Expert: Zac Midalia - What We Can Learn From The Private Equity Playbook

Private equity has been a enjoyed two decades of outperformance as it outpaces public markets and attracts more and more capital. As we've learned more about it here at Equity Mates, we want to understand what has powered these gains and what we can learn from it. To take us through it, today we're speaking to Zac Midalia, Managing Director of Private Equity at Alceon Group (https://www.alceon.com.au/) Mark Carnegie Interview - https://equitymates.com/episode/exper... 00:00 Introduction & Private Equity Overview 02:55 Meet Zac Midalia & Career Journey 04:18 Lessons from Influential Investors 07:44 Inside Alceon & 15-Year History 10:05 Alignment Through Co-Investing 12:31 Why Private Equity Outperforms 14:56 Focus on the Lower Mid-Market 17:42 Private Equity Growth Playbook 20:47 Finding & Sourcing Great Companies 24:06 Current Investment Thematics 27:01 What Makes a Great Founder 29:12 Fund of One vs Traditional Funds 33:56 Portfolio Highlight – Boss Engineering 40:22 Portfolio Highlight – Efex IT Services 43:57 How Investors Can Approach PE ——— Looking for some of our favourite research tools? • Download our free 4-step stock checklist (https://x40s1z0ymjt.typeform.com/4-St...) • Find company information on TIKR (https://www.tikr.com/?ref=equitymates) • Screen the market with GuruFocus (https://www.gurufocus.com/pricing?pmc...) • Research reports from Good Research (https://goodresearch.com.au/ref/equit...) • Track your portfolio with Sharesight (https://www.sharesight.com/au/equitym...) ——— Want to get involved? Join our daily mailing list to stay up to date on all things in business and markets: https://equitymates.beehiiv.com/subsc... If you prefer to listen to the daily headlines you now can: (https://open.spotify.com/show/0LpEJNu...) | (https://podcasts.apple.com/us/podcast...) Have a question? Record a voice note (https://www.speakpipe.com/EquityMates) or send us a message on our website (https://equitymates.com/get-in-touch/) Join the conversation in the Facebook Discussion Group   / equitymates   Looking for professional financial advice? https://equitymates.com/advice/ Check out our 2 bestselling books: https://equitymates.com/books/ Instagram:   / equitymates   X:   / equitymates   TikTok:   / equitymates   LinkedIn:   / equity-mates   ——— Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.