John Barbour

Wealth professionals looking to introduce private market investments into client portfolios are finding that client education is essential. Managing Director James Martin shares a key insight from our Global Private Wealth Survey that highlights how stronger education equips clients to confidently embrace private markets.

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In senior care M&A, churn isn't just operational, it's a valuation multiplier working against you. What investors underwrite in retention: 1️⃣ Client LTV durability → How long revenue relationships survive ownership transition 2️⃣ Referral source stability → Partner retention rates that prove relationship transferability 3️⃣ Payor continuity → Contract renewals that demonstrate margin predictability beyond closing When churn compresses, valuation expands. When retention proves transferable, diligence becomes confirmation. At QuadHealth Dynamics, we help NEMT, Home Health, and Adult Daycare operators build retention systems that turn client relationships into underwritable assets, so continuity becomes a competitive advantage, not a founder dependency. If you're evaluating acquisition targets or building for strategic exit, let's talk about retention architecture. [Any valuation or multiple reference is illustrative, not a guarantee.]

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The move from early traction to scale forces a different set of capital decisions. In today's episode of the Private Equity Value Creation Podcast, Jonathan D. Drillings of Riverside Acceleration Capital talks with Shiv Narayanan about how B2B software companies fund that in-between phase—and why the wrong structure at the wrong moment creates problems later. Tune in to learn: - The role of growth lending in hitting milestones - How early equity affects dilution, valuation and future flexibility - What durability actually looks like before scaling - How AI affects risk without changing the fundamentals And much more. The link to the episode is in the comments below.

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Venture debt has emerged as a powerful non-dilutive tool for growth-stage companies looking to extend runway, preserve ownership, and improve capital efficiency - without compromising long-term vision. When deployed responsibly, venture debt acts as a strategic bridge between equity rounds, not a substitute for sound fundamentals. At Sàwai Capital, we believe thoughtful capital structuring is central to sustainable growth. Let’s shift the conversation from raising capital to raising it right. Connect with us for queries. #VentureDebt #NonDilutiveCapital #CapitalEfficiency #GrowthStage  #StartupFinance #PrivateCredit #FounderStrategy #RunwayManagement  #PostVC #SawaiCapital

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𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝗦𝘁𝗮𝗿𝘁𝘂𝗽 𝗢𝘄𝗻𝗲𝗿𝘀𝗵𝗶𝗽 Lucas J. Pols, GP at Pegasus, delivers critical wisdom for founders navigating the complex world of startup investment. He reveals that while ownership percentage isn't everything, board control is the real game-changer. Learn why strategic board composition matters more than pure equity stakes, and discover how founders can maintain their vision while bringing in vital outside investment. #Startup #VentureCapital #Founder

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Founders!! There are more options to raise than VC!! 🚨🚨 That assumption is that there is only VC is costing founders ownership, leverage, and long-term upside. In this LinkedIn Live, we sat down with CASSIE ROSENTHAL, Chief Marketing Officer of Rosenthal Capital Group , to unpack what most founders don’t learn until it’s too late: 💡 Non-dilutive capital isn’t a last resort, it’s a growth strategy. 💡 Equity should be protected, not spent too early. 💡 Inventory, wholesale expansion, and viral growth require smarter capital planning, not panic fundraising. Cassie breaks down how tools like asset-based lending, PO financing, and revenue-based financing can help founders scale sustainably, without losing control of the businesses they’re building. If you’re navigating growth, cash flow pressure, or a big retail opportunity, this conversation is required listening. Click here to watch the full conversation: https://bit.ly/3YVpp1T

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Interesting insights about AI (you never learn enough) by Blair Garrou of Mercury Fund at the Plug and Play Tech Center Fall Expo 2025 here in Sugarland Texas Key Insights: 1) B2B over a 10 year span was more favorable towards middle market and SMBs. AI However, is now all in on enterprise 2) Revolutionizing/Modernizing older industries is where AI will be seamless (in construction, certain types of engineering and older processes in energy) 3) It's better to invest in AI that equips workers with another skillset than ones that result in layoffs #startups #venturecapital #ai #emergingtech

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I'm pleased to announce the launch of Tapasya Ventures and our first early-stage fund: Dana Texas First Fund I. Pratik Kodial and I have founded this firm based on our strong belief that Texas is uniquely positioned for early-stage growth. Texas enjoys a rapidly growing economy, world class universities and business friendly environment. Yet, Texas founders, especially at the earliest stages, continue to struggle to find local, conviction-based capital. Our purpose is to fill that gap providing capital and operational support to innovative founders in our local communities, and then to give back to these communities via the Tapasya Foundation. Our first fund is named Dana in the spirit of giving and we are committing a portion of partner profits to this end. We're a Texas-focussed venture capital firm investing in B2B focused Texas-based pre-seed and seed startup companies solving real problems in healthcare, energy, financial infrastructure, as well as other large enterprise solutions leveraging the cross-sector convergence of artificial intelligence (AI), data, and blockchain technologies. Check us out and let me know your thoughts! https://lnkd.in/gV4vhSuU #VentureCapital #Texas #StartupInvesting #EarlyStage #TapasyaVentures

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Early-stage VC is about conviction. Late-stage VC is about visibility. Series C+ companies have real customers, real revenue, and real plans to go public or get acquired. #HighCircleVentures #SeriesC #LateStageVC #SmartInvesting #VentureCapital #PrivateMarkets

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The lines between VC, PE, and credit are blurring—and it's reshaping competition. In a recent virtual event, Carta's Ashley (Howard) Neville sat down with Molly O'Shea from Sourcery to break down one of the most significant shifts happening in private markets right now: venture, private equity, and credit funds are moving closer together. What specifically is changing? - Venture funds are adding structured capital and credit sleeves - Late-stage venture and growth equity pricing are overlapping - VC and PE firms are competing for the same companies There's been a big shift to private markets, with hedge funds also making the move. This competition is raising the watermark for what these funds can accomplish. A few years ago, hedge funds were trying to create crossover funds and enter venture—now the entire landscape is converging. If you're investing or operating in private markets, understanding these dynamics is essential. Watch the full event recording: https://lnkd.in/g3GP49UR #PrivateMarkets #VentureCapital #PrivateEquity #PrivateCredit #InvestmentTrends #FundStrategy

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Looking forward to our #SXSW conversation on venture trends in #Texas, the rise of frontier models and their implications on company building, and what’s ahead for founders starting companies in Texas!

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