Greg Mork

Over the past few months, I’ve been presented with five separate opportunities that contemplated the acquisition of a company with $7M or more of EBITDA (this compares to the Search Fund average of $2.2M for the 2022-2023 cohort of Searchers). While I acknowledge that five data points don’t constitute a trend, at the very least this has piqued my curiosity. While the Search Fund ecosystem has worried – seemingly for over a decade now – about the possibility of middle-market Private Equity firms moving down market, it’s interesting to ask whether the inverse may now be happening, at least to a certain extent: Are Search Funds moving up market? Thanks to Oberle Risk Strategies and Boulay for making today's episode possible. https://lnkd.in/gKTduMS4

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A large-cap tech-focused PE firm recently introduced us to a portfolio company, and I liked how they described ProsperOps internally: “It’s always ROI positive. No FTEs to manage. ‘Free’ EBITDA in a way.” That’s pretty much the thesis: no headcount lift, no budget shuffle, just savings that flow through to EBITDA. We support AWS, GCP, and Azure and automate cloud commitment management in a way that drives measurable savings. And as AI adoption continues to push cloud usage higher and make spend more variable, that optimization layer becomes increasingly important. It’s been fun working with more firms that think about this at the portfolio level. If you’re an investment firm that’s 1️⃣ trying to get a grip on portfolio cloud spend and/or 2️⃣ looking to free up budget for AI adoption I’d love to connect. #aws #gcp #azure #finops #cloudcostoptimization #privateequity #valuecreation #cloud #aiadoption

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JPM 2026: What CFOs & Investors Are Really Pricing 📊 JPM week isn’t about the panels. It’s about capital allocation, risk, and conviction 💰 Healthcare enters 2026 with strong deal momentum and resilient investor appetite. But the operating environment is shifting — and that shift is now being priced. As Paul Keckley | The Keckley Report notes, healthcare is facing growing pressure around affordability, transparency, and accountability!!!! https://lnkd.in/gxHjp3zy What that means for CFOs and investors: 🔹 Affordability is becoming a valuation variable, not just a policy debate 🔍 Price transparency & consolidation scrutiny are moving from abstract risk to diligence checklists 🤖 Labor efficiency & AI-enabled productivity are central to margin defense 👀 Optics matter — how margins are earned increasingly matters as much as how fast they grow Capital will still flow in 2026 — but it will concentrate around platforms that: ✅ Defend unit economics under pressure ✅ Deliver real cost containment (not financial engineering) ✅ Show operational readiness for a more transparent, consumer-aware market Bottom line: Deals will get done 🤝 But premium multiples will favor operators who can grow and bend the cost curve 📈⬇️ For CFOs, 2026 is where execution meets valuation ⚖️

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As founders scale, financial leadership needs evolve just as fast as product or team strategy. In this article, Jason Anglin does a great job outlining when a startup needs a fractional Director of Finance vs. a fractional CFO. And why getting that choice right can save both time and capital. Worth a read for founders approaching their next growth stage.

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