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SaaS Interviews with CEOs, Startups, Founders

The Capital Efficient Founder: $2m in, $12m dividends out, Just Exited

23 Mar 2021

Transcription

Chapter 1: What is the background of the guest and his recent achievements?

0.031 - 7.663 Brad Miller

the business grew from 7 million, I guess, five to seven. And then last year we did 20 million making six.

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9.946 - 29.938 Nathan Latka

You are listening to conversations with Nathan Latka. Now, if you're hearing this, it means you're not currently on our subscriber feed to subscribe, go to get latka.com. When you subscribe, you won't hear ads like this one. You'll get the full interviews. Right now, you're only hearing partial interviews.

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30.759 - 51.526 Nathan Latka

And you'll get interviews three weeks earlier from founders, thinkers, and people I find interesting. Like Eric Wan, 18 months before he took Zoom public. We've got to grow faster. Minimum is 100% over the past several years. Or bootstrap founders like Vivek of QuestionPro. When I started the company, it was not cool to raise.

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51.746 - 56.811 Nathan Latka

Or Looker CEO Frank Behan before Google acquired his company for $2.6 billion.

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57.812 - 61.816 Unknown

We want to see a real pervasive data culture, and then the rest flows behind that.

62.597 - 89.784 Nathan Latka

If you'd like to subscribe, go to getlatka.com. There, you'll find a private RSS feed that you can add to your favorite podcast listening tool, along with other subscriber-only content. Now look, I never want money to be the reason you can't listen to episodes. On the checkout page, you'll see an option to request free access. I grant 100% of those requests, no questions asked. Hello, everyone.

89.804 - 106.92 Nathan Latka

My guest today is Brad Miller. He's a serial entrepreneur who successfully bought, built, and sold several companies with extreme capital efficiency. Most recently, grew awareness technologies revenue 400% organically and through acquisition with a 37% EBITDA margin with investors making a 9X ROI.

106.98 - 125.341 Nathan Latka

Previous to that, he built Silver Sky from startup to $60 million in revenue with $10 million in EBITDA. After recapping the Goldman Sachs at $150 million, it was later sold to BAE for $250 million. million. This guy knows what he's doing. Brad, you ready to take this up? Sure. Shoot. Tease people first.

125.361 - 135.895 Nathan Latka

We already interviewed you several times as you were building awareness technologies, but quickly talk about the capital infrastructure behind awareness tech. So did it start off as a search fund? How did you get the deal done?

Chapter 2: How did the guest structure the initial deal for Awareness Technologies?

616.492 - 631.932 Brad Miller

And they kept hoping for some big deal to close, and it didn't, and they needed to get something done. And the VCs had guaranteed a $2 million emergency line of credit that was due at the same time, and they didn't want to make good on it.

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632.032 - 643.266 Brad Miller

So we were able to basically buy it by taking over that $2 million line of credit and then pay the investment banker fees and lawyer fees that they couldn't afford to pay because there was no cash changing hands.

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644.335 - 653.392 Nathan Latka

And so fast, so fast forward to, you know, pre pre deal. Did you guys still each on 50% and then how much debt was on the books?

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655.676 - 682.889 Brad Miller

So, yeah, so no, I, I had a 10% option thing that I had exercised. We had also taken out 12, and a half million of dividends along the way. And so we were both already in the money, if you will, on our original investment. The two acquisitions weren't financed with equity, they were financed with debt. So we didn't put more money into the business, we were only taking money out.

683.771 - 703.711 Brad Miller

And so yeah, at the end of the day, you know, we had maybe six or 7 million, well, we also had four or 5 million of cash on the balance sheet when we did the deal. So net debt, we probably had a couple of million. Yeah. Yeah. We were very, we were very cashflow generative. As I said, we made 6 million that last year.

703.771 - 721.505 Brad Miller

And so, yeah, we probably had, we probably started the year with 9 million of debt. We probably paid off, you know, a million or so. And, but we had 5 million of cash on the, on the books from that year. of pure profit zone.

722.008 - 725.592 Nathan Latka

So what was the sale price?

725.909 - 736.162 Brad Miller

Well, you can sort of backwards, and I'm not sure I'm allowed exactly to say, but like I said, the combination of the dividends and the price was just shy of $50 million.

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