The Dan Rayburn Podcast
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Executive Interview: Michelle Noon of PE Firm Clearhaven Partners Discusses Video Infrastructure Software Valuations, Acquisitions and Cash Flow

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Michelle Noon, founder and managing partner of private equity firm Clearhaven Partners, joined me for a detailed conversation on the current state of the financing market tied to valuations, interest rates, and balance sheets. Michelle discusses how operators and investors balance growth versus profitability, the importance of recurring revenue with high predictability, the true cost of debt and how the market is now rewarding companies for generating cash flow. Michelle discusses how ma...

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