Podcasts about Arcadea

Our teachers today are Daniel Eisen and Paul Yancich, co-founders of Arcadea Group. Arcadea is a private market, long-duration investor building a permanent home for high-quality, vertical market software companies.  Today, we sit down with an example of next-generation talent in Daniel and Paul, who began Arcadea after having the rare opportunity to learn and sit at the feet of Mark Leonard and the remarkable core team of Constellation Software. In this session, we learn about the attractive opportunity in vertical market software and the structural advantages of pursuing this particular opportunity with permanent capital. They've built Arcadea in a way that both honors their past while successfully layering on their own unique ethos. Please enjoy our class with the impressive and inspiring Daniel Eisen and Paul Yancich. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Summus. Summus is a revolutionary health benefits solution, driving superior employee engagement while dramatically lowering your company's enterprise-level healthcare spend. They're completely transforming the world of health benefits by providing employers and their employees in any location, fast access to over 5,100 of the top medical specialists from America's very best medical centers for support across all health questions. If you're looking for a benefit that drives your employee engagement, truly takes care of your people in their most scary and vulnerable times, all while improving your healthcare ROI, visit GoSummus.info/AOI. This episode is brought to you by Hunt Club. Hunt Club unlocks relationships and helps companies grow. Whether it's recruiting your next hire, landing your next big partner, or financing your business, a trusted introduction always works more effectively. Hunt Club's tech-enabled search model leverages the largest community of its kind to refer amazing talent on your behalf. Additionally, its software program, Atlas, helps organize the entire network of a company or fund and assists in streamlining the right introductions. If you're looking for the ideal solution for all of your talent needs, visit HuntClub.com/AOI. ----- Art of Investing is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Art of Investing, visit joincolossus.com/episodes.  Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @ArtofInvest | @Buhrman_Rick | @PaulBuser | @JoinColossus Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to the Art of Investing (00:04:19) First Question - The Success of Constellation Software (00:14:58) The Role of Incentives in Business Success (00:18:37) Paul's Personal Background and Career Path (00:21:48) The Journey to Success: Overcoming Obstacles (00:25:35) The Importance of Operating Roles in Business (00:29:41) Breaking into Finance with a Religious Studies Major (00:33:22) Working with Mark Leonard (00:40:10) The Birth of Arcadea (00:43:11) Influences On the Vision For Arcadea (00:44:19) The Concept of Renter vs Owner in Business (00:44:59) The Influence of 'The Hard Thing About Hard Things' (00:47:58) The Decision to Start Arcadea and the Importance of Partnership (00:55:52) The Structure of Arcadea as a Company, Not a Fund (01:01:29) The Importance of Long-Term Ownership and Growth Orientation (01:06:16) Reflecting on the Early Years of Arcadea (01:12:01) Positioning Against Venture-Backed Companies (01:17:22) Building a Shareholder Base (01:30:49) The Future of Vertical Software

We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners. Responses received by 05/11/23 will be entered in a drawing for $500 cash.http://www.thefortpod.com/surveyPaul oversees the strategic direction and development of Arcadea across all areas of the firm alongside his partner, Daniel. Paul began his career as a member of the Citigroup Global Analyst program, where he gained exposure to a number of divisions before landing on the high yield and investment grade credit research desk. After Citi, Paul joined Arsenal Growth, a VC & Growth Equity firm in the US with offices in Palo Alto and Orlando. Starting as an Associate and leaving as a Principal, Paul focused on high-growth b2b enterprise software and eCommerce businesses.Paul then joined Constellation Software (“CSI”), where he had a number of executive roles including leading the global investment team of one of CSI's six operating groups, acting as CEO of a public sector business, and leading a group of businesses in various verticals.On this episode, Chris and Paul discuss:➡️ Lessons learned from working at Constellation Software➡️ How they underwrite investment opportunities➡️ Investing with permanent capital and a long-term horizon➡️ How Arcadea creates value for their portfolio companiesKey Takeaways:(2:55) - Paul's career and background(6:28) - How was Constellation structured? Why was it 6 operating groups?(8:14) - What's the benefit of carrying a light corporate office?(10:37) - Thinking in a high-clarity manner(13:19) - Is there anything about your family's history or your love of classical music that played into your ultimate career in acquiring SAAS companies?(15:15) - How did you end up building Arcadea Group?(17:58) - Does high growth always mean early stage?(19:53) - Have most of these businesses you acquire taken on VC?(24:15) - What is a Vertical SaaS?(26:35) - What can you do differently operationally in VSaas versus other Software services?(27:56) - What is Long-termism and why are you pursuing that route?(32:55) - Do you only offer one injection of cash or do you inject as needed?(36:38) - Who's making the decision of whether the business needs more capital?(40:16) - Do companies mature to a point where they no longer fit the Arcadea model?(42:11) - What is a quick ‘no' for you when looking at a company?(44:54) - What happens in the first year of an acquisition?(50:03) - What makes an exceptional operator?(52:32) - How do you make your CEOs think like investors?(54:51) - What are your investors expecting from you as permanent capital?(56:27) - What does it do for your business to have such an accomplished advisor on your board?(59:07) - What happens when a founder or CEO abruptly exits?(1:01:30) - Are you successful because you've been in the seat of the CEO and operator?(1:03:22) - What are Kanban and Scrum?Additional Resources

Welcome to Live From Progzilla Towers Edition 419. In this edition we heard music by Procol Harum, Cherry Five, Eloy Fritsch, Fervent Send, Jonas Lindberg & The Other Side, IQ, Arcadea, Riverside, Tuomas Holopainen, Kaprekar's Constant, Asgard, Os Mutantes, Alan Parsons Project, Scale The Summit, Cheer-Accident, Gong, Syrinx Call, The Dowling Poole, The Strawbs, The Pearson Memmott Conspiracy, Fink & Tristan Park.

This week, Mark and Louie had an extraordinary, funny and life-affirming conversation with director, writer, teacher, activist and rebel punk rocker Vici Wreford Sinnott. Vici is the Artistic Director of Little Cog, an exciting arts organisation specialising in Disability Art, theatre, and training and in this episode we discover more about the being on the edges of the status quo, trying to bring about change with engaging and exciting work, and having a boss night out. Warning: this episode may make you cry (in a good way). Transcript available to download here. Resource links: Little Cog: www.viciwreford-sinnott.com/little-cog.html Disonsortia: disabilityarts.online/magazine/opinion/disconsortia-a-disabled-artist-led-consortium-of-extraordinary-voices/ Disability Arts Online: disabilityarts.online/ ARCADEA: www.arcadea.org/ Another England: www.viciwreford-sinnott.com/another-england---a-punch-packed-play-by-disabled-writer-is-a-call-to-action.html Siege: homemcr.org/production/siege-part-1/ Homemakers: homemcr.org/event/homemakers/ North East Culture Social: www.northernstage.co.uk/ne-culture-social Gateway Studios: www.gatewaystudios.co.uk/ ARC Stockon Arts Centre: https://arconline.co.uk/

This week on Dread Media, it's an old-fashioned grab-bag! First up, Tom and I discuss David Twohy's meta-narrative thriller A Perfect Getaway. Then, Desmond goes solo on Paul von Stoetzel's adaptation of Ed Kurtz's story in the short film Mules. Finally, your intrepid host has a recommendation for something to binge-watch in these days of the plague: Channel Zero: No-End House. Songs included: "No Vacation" by Monster Magnet, "Getaway" by KISS, "Muleskinner Blues (Live)" by Hick'ry Hawkins, "Infinite End" by Arcadea, and "The Bandits of Shamblekeep" by Ovid's Withering. Send feedback to: dreadmediapodcast@gmail.com. Follow @DevilDinosaurJr and @dreadmedia on Twitter! Join the Facebook group! Support the show at www.patreon.com/dreadmedia. Visit www.desmondreddick.com, www.stayscary.wordpress.com, www.dreadmedia.bandcamp.com, and www.kccinephile.com.

This week on Dread Media, it's an old-fashioned grab-bag! First up, Tom and I discuss David Twohy's meta-narrative thriller A Perfect Getaway. Then, Desmond goes solo on Paul von Stoetzel's adaptation of Ed Kurtz's story in the short film Mules. Finally, your intrepid host has a recommendation for something to binge-watch in these days of the plague: Channel Zero: No-End House. Songs included: "No Vacation" by Monster Magnet, "Getaway" by KISS, "Muleskinner Blues (Live)" by Hick'ry Hawkins, "Infinite End" by Arcadea, and "The Bandits of Shamblekeep" by Ovid's Withering. Send feedback to: dreadmediapodcast@gmail.com. Follow @DevilDinosaurJr and @dreadmedia on Twitter! Join the Facebook group! Support the show at www.patreon.com/dreadmedia. Visit www.desmondreddick.com, www.stayscary.wordpress.com, www.dreadmedia.bandcamp.com, and www.kccinephile.com.

This week on Dread Media, it's an old-fashioned grab-bag! First up, Tom and I discuss David Twohy's meta-narrative thriller A Perfect Getaway. Then, Desmond goes solo on Paul von Stoetzel's adaptation of Ed Kurtz's story in the short film Mules. Finally, your intrepid host has a recommendation for something to binge-watch in these days of the plague: Channel Zero: No-End House. Songs included: "No Vacation" by Monster Magnet, "Getaway" by KISS, "Muleskinner Blues (Live)" by Hick'ry Hawkins, "Infinite End" by Arcadea, and "The Bandits of Shamblekeep" by Ovid's Withering. Send feedback to: dreadmediapodcast@gmail.com. Follow @DevilDinosaurJr and @dreadmedia on Twitter! Join the Facebook group! Support the show at www.patreon.com/dreadmedia. Visit www.desmondreddick.com, www.stayscary.wordpress.com, www.dreadmedia.bandcamp.com, and www.kccinephile.com.

This week on Dread Media, it's an old-fashioned grab-bag! First up, Tom and I discuss David Twohy's meta-narrative thriller A Perfect Getaway. Then, Desmond goes solo on Paul von Stoetzel's adaptation of Ed Kurtz's story in the short film Mules. Finally, your intrepid host has a recommendation for something to binge-watch in these days of the plague: Channel Zero: No-End House. Songs included: "No Vacation" by Monster Magnet, "Getaway" by KISS, "Muleskinner Blues (Live)" by Hick'ry Hawkins, "Infinite End" by Arcadea, and "The Bandits of Shamblekeep" by Ovid's Withering. Send feedback to: dreadmediapodcast@gmail.com. Follow @DevilDinosaurJr and @dreadmedia on Twitter! Join the Facebook group! Support the show at www.patreon.com/dreadmedia. Visit www.desmondreddick.com, www.stayscary.wordpress.com, www.dreadmedia.bandcamp.com, and www.kccinephile.com.

Javili ste da hoćete još gaminga. E, pa evo ga! Ivan i Ana Marija opet preuzimaju Netokracija Podcast. Prisjećamo se glavnih prošlogodišnjih zanimljivosti iz najvećeg segmenta zabavne industrije, a o već tekućoj 2020. komentiramo najave konzola i naslova koje željno iščekujemo. U ovoj epizodi podcasta doznajte: ► Što znamo o novim generacijama Xbox i Play Station konzola? ► Što (ne) može Google Stadia? Donosi li ona zbilja novu generacija gaminga? ► Koliko je perspektivan Appleov Arcade servis? ► Zašto bi se itko pretplatio na - igre? ► Kako smo uopće došli do toga da na tržištu postoji 8+ gaming launchera? ► Ima li Steam uopće konkurenciju? Je li GOG Galaxy rješenje? ► Najveći naslovi 2019. i što reći o njima...? ► Koji su nas naslovi oduševili prošle godine? ► Što jedva čekamo 2020.? Želite biti u korak s novim generacijama kojima su video igre draža zabava nego serije i filmovi na kojima ste vi odrastali, ali i razumjeti zašto se oko video igara radi toliko pompe - ovaj specijal je audio materijal za vas. PRIMAJTE NETOKRACIJA NEWSLETTER Besplatno u vašem inboxu ► https://netokracija.com/newsletter DOJAVITE VIJEST Imate prijedlog ili želite dojaviti vijest ► info@netokracija.com PRATITE NETOKRACIJU NA DRUŠTVENIM MREŽAMA Pratite nas na Twitteru ► http://twitter.com/netokracija Pratite nas na Instagramu ► http://instagram.com/netokracija Lajkajte nas na Facebooku ► http://www.fb.com/netokracija PRATITE SVOJE NETOKRATE Ivan Šimić https://twitter.com/Space_njoka https://www.instagram.com/space_njoka/ Ana Marija Kostanić http://www.twitter.com/nervusavagus https://www.instagram.com/nervusavagus https://www.linkedin.com/in/amkostanic/

Drum-Wiz Brann Dailor has been ripping, grooving, filling and generally shredding the last 20 years with Mastodon, formerly Today is the Day and more recently with his new synth project Arcadea. As a rare drummer who possess the natural ability to blend proggy fills with metal grooves and agile hand patters I knew it'd be a great convo'! We get into Chris Farley, David Letterman, sitting in with the Seth Meyer’s house band, Grammy nominations and awards, the bizarre twist of fate that led to forming Mastodon, fat cats, playing crazy shows in New Orleans, his inherited first drum set, Phil Collins and some of his favorite drummers, what he misses about the early days of touring, plus exploring vocal ideas and the endless pursuit of the killer riff or vocal melody, and the collective excitement that keeps Mastodon going!!! http://www.mastodonrocks.com/ https://arcadea.bandcamp.com/ Photo Cred: http://svartheim.org/ fb.com/svartheimpx instagram.com/svartheim CBBP Sponsor: http://www.neworleansrecordpress.com/

  RisingSuperStar Liam, Austin Eruption of Arcadea, and Elias Blondeau review the last conferences from E3 2017. Come get some hot takes on Sony, Nintendo, The PC Gaming Show, and Devolver Digital. We also answer some of your cool questions.  Youtube version: https://youtu.be/KglXDRee7MQ

Core Atoms explains the creative vision of Arcadea, a band that changed B Lo's opinion of electronic music in metal.

RisingSuperStar Liam, Austin Eruption of Arcadea, and Elias Blondeau review the first four conferences from E3 2017. Come get some hot takes on EA, Microsoft, Bethesda, and Ubisoft.

Brann Dailor talks to us about his new project Arcadea. He tells us about the origins of the band, finding time to create music outside of Mastodon, the angle he would pursue if he did a solo project with other members of Mastodon, his ongoing desire to create art and much more. Pete and Brandon introduce the world to a new feminine product for men, discuss Suicidal Tendencies' L.A. show being shut down by police, the young metal fan who received a guitar from his recently deceased farther for his 16th birthday, and how great being a part of the metal community really is. Songs: Arcadea - “Magnificent Façade” Arcadea - “Army of Electrons

No, seriously, don't. Anyway, I'm sick, Eden is tired, but we hold it together, maybe even more so than usual! We discuss some news. We have a discussion about mental health and how sad music affects us because of Chris Cornell's passing. We discuss Textures breaking up, Morbid Angel refusing to play and David Vincent material, an awesome flamenco cover of Judas Priest's "Painkiller", then some new music. Pyrrhon, Dying Fetus, Arcadea, Decrepit Birth and Interloper. We also discuss some of our favorite drummers and some other random tidbits. We discuss video games, namely Prey, Horizon: Zero Dawn, The Surge and Dead Cells. We also discuss the new American Gods TV adaptation. We had a fun time, so enjoy!

This was a week of diversions. Eden is back in his land, and I've seen Metallica live and am super amazed by them. Also, new music by Exist, Origin, Steven Wilson, and Rings of Saturn. Then we talk about some happenings. The shitshow surrounding The Faceless missing their New Zealand tour, Chester of Linkin Park telling fans to stab themselves in the face, and the sexual assault allegations leveled against PWR BTTM and the implications of that. Then Eden recommends some music - Brutus, Subetroth, and Arcadea featuring Brann Dailor of Mastodon. We then go into a cool people section discussing Get Out, Guardians of the Galaxy Vol 2, and Horizon: Zero Dawn. Then, just as we're about to finish up, Eden mentions his Re:publica experience, and we go into an extended discussion about the ethical responsibilities of the tech industry to explain themselves. Enjoy!

This episode explores the world of fictionalized science in video game music form. Patreon’s Choice this month comes courtesy of David P.! If YOU want to select an upcoming playlist theme for GameFuel, become a $3 patron today! PLAYLIST: 1.Yousuke Yasui – SURVIVE [AREA 6-11] (Eschatos [PC/XB360] :: Steam) 2.Ace Waters, Arcadea, Josiah McDaniel, RichaadEB (Involved in ...Continue reading ‘GameFuel #178: Cyberspace (Patreon’s Choice #8: Sci-Fi Games Special)’ »

We kicked off the show talking about the controversial story earlier this week about the porno filmed at a metal festival. We were also joined by Mastodon drummer Brann Dailor, who talked about the band's current tour with Clutch, his side project, Arcadea, jamming with his wife, and stories about his grandparents jamming with Johnny Cash. In hour two, we spend a lot of time talking about Khia, geriatric pro wrestling legend Verne Gagne, foreskin facial masks and our question of the week, Which band do you want to stop recording new music and just tour?. Here's this week's playlist: Arcadea – Gas Giant Obituary – Circle Of The Tyrants Sigh – In Devil's Arms Listen to the Metal Injection Livecast on Stitcher or on iTunes (please leave a rating/review as well). Also, make sure to follow us on Facebook, Twitter and Youtube. Join us live next week starting at our new time 7pm Eastern (4PM Pacific Time) and going until 9PM eastern time for an all new edition of the Livecast.  Our question of the week: "If you can reactivate any band, what band would it be?" Leave a voicemail below with your answer and we may air it on next week's show:

My guests in this episode are Paul Yancich and Daniel Eisen, who founded Arcadea Group, a permanent capital holding company that has raised $320 million to invest over ultra-long periods of time in typically independent, founder-controlled software companies with strong growth in duration potential.Prior to founding Arcadea, Daniel and Paul had careers in private equity, growth equity, and buyout. Most recently is Constellation Software, where they both were hired by and worked for Mark Leonard in various senior executive roles in the company. We talk extensively about what they learned in their backgrounds, how Arcadea differs from PE growth equity in Constellation in their approach, and what it means to invest in and grow a company over a very long time horizon. It seems like more and more of these permanent capital vehicles are being created.If you know any great ones with a unique approach, please reach out and let me know. This is a fascinating area that I want to learn more about.Listen weekly and subscribe on iTunes, Spotify, Google Podcasts, Stitcher, Breaker, and TuneIn.