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Tim Schumacher

๐Ÿ‘ค Speaker
233 total appearances

Appearances Over Time

Podcast Appearances

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

A bunch of them have really kind of grown four or five X since we've acquired them in the last three years or something.

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

So we've also had some which are flat.

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

I think that's the nature of the game.

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

It always depends on kind of, you also get what you pay for.

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

If we're buying a flat business, it's like usually, yeah, we can improve it a little bit, but we also know magicians.

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

But then that's reflected in the price.

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

But we always try our best, I think, with every company.

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

No, it was one of the other two.

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

Rewardful isn't at $10 million.

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

I'm very impressed how you have all your numbers in there.

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

It's really impressive.

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

You interview them all, but then you put the strings together.

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

It's amazing, Nathan.

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

We have no ratios.

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

We basically, we just, whatever we have cash on the balance sheet, we use it.

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

So we're doing at the moment,

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

And because we have tons of cash, we're just doing every deal, doing deals all 100% debt.

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

So we're not, we're not, because we're not putting things into SPVs or special purpose vehicle.

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

We're not a PE company.

SaaS Interviews with CEOs, Startups, Founders
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

We're really just always, always investing from our own balance sheet.