In this episode of Funds That Won, we explore the inception story and investment approach of Maddix Capital, a unique and novel investment fund. Jake Gubler. Jake is well-versed in M&A, private / public capital raises, and corporate advisory. Before joining Maddix, Jake was the Manager of Corporate Development at Owlet (NYSE: OWLT), where he led M&A, partnership, and strategic analyses and execution efforts. Before Owlet, Jake spent time as an investment banker at Bank of America and Wells Fargo and as an analyst at Peterson Partners, a lower-middle market private equity fund. Jake has executed ~$10 billion of cumulative M&A and equity / debt transactions throughout his career, primarily across the technology and consumer / retail industries.[00:02:28] CRM tech platform stack. [00:03:40] Negative experience with leverage buyout. [00:07:52] Expanding opportunities beyond boxes. [00:11:49] Our flexible fund mandate. [00:16:13] The hold period and extensions. [00:18:09] How he got his start. [00:21:04] Middle market investment banking. [00:25:13] Utilizing debt in acquisitions. [00:27:30] Acquiring human capital needs. [00:31:41] Use of proceeds. [00:34:00] Advisors and their role. [00:37:14] Sourcing and deal flow. [00:41:28] Multi product and strategy. [00:44:11] Fund economics and target raise amount. [00:47:18] Analytics on market trends. [00:51:05] Stage zero and investment process. [00:56:42] Business investment pet peeves. [00:59:23] Outdoor activities with family.

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