GrowthCap‘s RJ Lumba speaks with Investors, Entrepreneurs, and Executives to uncover insights and strategies for accelerating growth and succeeding in business.
Episodes
Tuesday May 18, 2021
Tuesday May 18, 2021
I’ve spoken to hundreds of private equity investors over the years, and after spending time with Nic, you can’t help but come away feeling that he would make for a great capital partner. Nic Humphries is the Senior Partner and Executive Chairman of Hg and Head of the Saturn fund.
Hg, the leading european private equity firm focused on software and services, has over $30 billion under management and is supported by an investment team of over 140 people, plus a portfolio team of more than 35 operators. The firm is based in London, Munich and New York.
Nic has led or co-led more than 30 investments over the last 27 years. He started his investing career in 1990 and has focused exclusively on technology and software since 1994. He joined Hg in 2001 as founder of the firm’s Technology Team.
We hope you enjoy the show.
Tuesday May 11, 2021
Tuesday May 11, 2021
In this episode, we chat with Peter Holt, the CEO of The Joint Chiropractic, the largest franchised network of Chiropractic clinics in the world with approximately 600 clinics system wide. The Joint is a publicly traded company on NASDAQ based in Scottsdale, AZ.
Previously, Peter was President and Chief Executive Officer for Tasti D-Lite where he transformed the NYC based licensed outlets into a complete business format franchise system..
He has been active in the franchise community for more than 30 years, helping iconic companies such as Mail Boxes Etc. (now The UPS Store), Tasti D Lite and Planet Smoothie manage their franchise systems in both domestic and overseas markets.
We hope you enjoy the show.
Tuesday Apr 27, 2021
Tuesday Apr 27, 2021
In this episode, we chat with Matthew Safaii, the Founder and Managing Partner of Arrowroot Capital Management, a growth equity firm based in Marina Del Ray, California. The firm invests in growing and healthy, recurring revenue, software-as-a-service and internet-based businesses. Recently, Matthew launched Arrowroot Acquisition, a $250 million SPAC which focuses on enterprise software.
Matthew was named a Top 25 Software Investor of 2020 by GrowthCap. He began his investing career at Platinum Equity and subsequently TA Associates in the Boston and London offices. He also served as a managing director and head of acquisitions at Actua. Matthew graduated from Boston College and holds an MBA from The Wharton School.
We hope you enjoy the show.
Tuesday Apr 13, 2021
Tuesday Apr 13, 2021
In this episode, we chat with Dr. Ben Maruthappu, the Co-Founder and CEO at Cera, which is a technology-enabled home care provider using digital and data to improve elderly care services. Cera was launched in November 2016 and since then has grown to over $160 million in revenues and is EBITDA positive.
The company now has 5,000+ employees, with 50 offices across the country, delivering ~30,000 care visits a day, making it the largest care company in Europe, if not beyond. It has raised approximately $100 million of financing.
Dr. Ben is highly accomplished in the business and medical fields with degrees from Oxford University, Harvard University and Cambridge University. He served as a Senior Advisor to Bain, Board Member of Imperial College Healthcare NHS Trust, and Operating Partner at Kairos, among other notable positions.
We hope you enjoy the show.
Tuesday Mar 30, 2021
Tuesday Mar 30, 2021
Eliot Forster is the Chief Executive Officer of F-star Therapeutics, a clinical-stage biopharmaceutical company dedicated to developing next-generation immunotherapies to transform the lives of patients with cancer. To date, the company has built a comprehensive IP estate, with over 200 issued patents and more than 60 pending applications, many of which have blockbuster potential.
In this conversation, we discuss Eliot’s career as a corporate executive in big pharma as well as his transition to and leadership experience in venture and growth stage biotech. Before coming to F-star in 2018, he served as chief executive officer of Immunocore and prior to that, he held executive positions at Creabilis Therapeutics, Solace Pharmaceuticals, and Pfizer.
We also explore the broader biotech industry in the context of private company investing as well as the specifics of F-star’s drug development programs.
We hope you enjoy the show
Monday Mar 15, 2021
Monday Mar 15, 2021
In this episode, we chat with Rami Karjian, Co-Founder and CEO of Medically Home, an innovative tech-enabled clinical enterprise that is transforming the way hospital care is given globally.
Rami began his career with McKinsey & Company where he worked for over 13 years across multiple offices and rose to Partner. Subsequently, he was the President of Flextronics, the largest global technology provider of post-manufacturing supply chain logistics and repair services.
Rami then went on to co-found Medically Home in 2016. To date, the company has raised over $60 million from strategic healthcare partners. It continues to succeed in bringing the virtual hospital to the homes of high and medium acuity patients with common medical diagnoses.
We hope you enjoy the show.
Thursday Feb 25, 2021
Thursday Feb 25, 2021
In this episode, we chat with Andrew Dudum, the founder and CEO of Hims & Hers, which is an online healthcare platform providing products and services to millennials and others.
Hims & Hers recently became public through a SPAC transaction. It was acquired by Oaktree Acquisition Corp. in January of 2021, in a deal valuing the company at $1.6 billion. Today, just a few weeks later, the company’s market capitalization is approximately $4.5 billion.
What’s incredible about the Hims story is that the company was founded just three years ago and in a very short amount of time it has grown to $140 million in annual revenue, has run more than 2 million telehealth visits and operates at a 70% gross margin.
Perhaps what’s even more incredible is the seemingly unlimited runway for the company in the years ahead. We’re still in the early innings when it comes to online healthcare offerings for today’s connected consumer. As for the estimated market size? About $4 trillion.
We hope you enjoy the show.
Monday Feb 15, 2021
Monday Feb 15, 2021
In this episode, we chat with Peter Arrowsmith, a General Partner of JMI Equity and a Top 25 Software Investor of 2020. JMI is a leading growth equity firm focused on helping founders and management teams in scaling their software companies. The firm is well equipped to do so given its long and focused track record in software, which goes all the way back to its founding and lead backer John Moores, the founder and former Chairman and CEO of BMC Software.
Notably, JMI has raised over $4 billion since it was founded in 1992. Over the years, the firm has invested in over 150 businesses, participated in 19 IPO's, and completed over 100 exits. Peter and I chat about how the growth equity space has evolved over time, what they look for in investment opportunities and how JMI helps the companies it invests in.
We hope you enjoy the show.
Thursday Jan 28, 2021
Thursday Jan 28, 2021
In this episode, we chat with Eric Partaker, a McKinsey consultant, executive and entrepreneur turned peak performance expert.
After a life altering experience, Eric decided to refocus his priorities on the things that matter most and figured out a way to consistently and effectively execute on those priorities.
In our conversation, we cover his insights into the power of identity, productivity strategies and anti-fragility. These ideas can enable individuals to excel beyond measure while still being in control and balance.
We hope you enjoy the show.
To learn more about Eric, visit www.ericpartaker.com.
Thursday Jan 14, 2021
Thursday Jan 14, 2021
In this episode we chat with Kyle Griswold, a Partner of FTV Capital and a Top 40 Under 40 Growth Investor of 2020. FTV Capital is a growth equity investment firm that has raised nearly $4 billion since inception and has invested in 120 high-growth companies across enterprise technology and services, financial services, and payments and transaction processing.
Kyle and I chat about some of the investment areas he is most excited about, how FTV Capital drives value for the companies it backs, and how FTV has built a strong firm culture over the years.
We hope you enjoy the show.