John Caple ✓
@BigJohn043 · Florida · joined 06 Jun 2009
20+ Year Value PE Investor Focus on Industrials and Business Services
22 846Followers
285Following
3 204Posts total
822.4KViews on collected posts
Latest posts
Looking for new posts…
So this is pretty cool. And yes I am bitter that we are behind our good friends at Kingswood.... https://t.co/aNTguCy4yR
21.7K views · 111 likes
· 2 reposts · 8 replies
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I guess Nvidia isn't a "hard tech" company? They are only the largest seller of physical hardware in technology and they don't manufacture a thing....
6.9K views · 15 likes
· 0 reposts · 4 replies
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Begin by recognizing that you have put the PE Partner who invested in your business in a bad position. The business is not performing as promised. The other Partners and the Investors are all questioning the judgement of the Partner that lead your deal. He is in a bad spot.
75.6K views · 162 likes
· 5 reposts · 10 replies
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Last night I got a DM from a CEO of a private equity portfolio company.
His company recently sold from one PE firm to another and he rolled 100% of his equity - $8 million - into the new deal.
They are missing the yr 1 forecast and he’s feeling pressure from the PE firm.
His h
86.9K views · 112 likes
· 6 reposts · 21 replies
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This is all good advice. If you are selling your business please hire competent professional advisors that can help you with the process...
26K views · 74 likes
· 3 reposts · 1 replies
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@BigJohn043 I operate under the assumption they’ll read the first page, then scroll to the financial summary, then if interested will go to the deal highlights.
The rest is in there so I can respond to questions easier.
3.9K views · 10 likes
· 0 reposts · 2 replies
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The crazy thing is how consistently even the best middle market banks make these mistakes. It is almost like somewhere there is a "how to be a banker" manual.
If anyone else has examples of what they would like to see change I would love to hear it!
7/7
21.3K views · 102 likes
· 0 reposts · 21 replies
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The "growth" sections in CIMs drive me nuts. Often they have 6 or even 8 growth initiatives:
Growing market
Gain wallet share with existing customers
Find new customers
Enter new geographies
Introduce new products / services
Expand segments
Accretive acquisitions
Why not just
26.6K views · 110 likes
· 2 reposts · 6 replies
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I can't tell you how often I see a page that has 4, 6 or even 8 charts on it. Please stop.
Each page should have a single point that it is trying to make. Sometimes you will have more than a single chart on a page to tell a story. But if you have 4 no one is going to really
26.3K views · 79 likes
· 1 reposts · 3 replies
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I can't tell you how often I get a 75 page CIM and the first 25 pages are the "executive summary". If it is 1/3 of the pages it isn't a summary at all.
This is often a result of the fact that the banker hasn't really though about what matters. They just shove everything they
30.2K views · 71 likes
· 0 reposts · 2 replies
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The first thing I do when opening a CIM is to go to the key investment highlights page. Usually there are at least 8 and often 10, 12 or more.
Here is the thing. Attention isn't an unlimited resource. If you have 12 key selling points it isn't like I am going to take the time
38.6K views · 134 likes
· 2 reposts · 2 replies
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Then lots of the points that get written down aren't very thoughtful.
"A leading company in the X space"
Is it really leading? If so then tell me that the company has X% market share and is Y times bigger than the next largest competitor. This leading stuff is just banker
47.5K views · 127 likes
· 2 reposts · 5 replies
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I read hundreds of confidential information memorandums ("CIMs") on companies for sale every year. Most are poorly done including many of the ones by the best middle market investment banks. Lets talk about it....
1/7
410.8K views · 1K likes
· 61 reposts · 36 replies
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Against accounts of the same size
5 posts from the last 90 days, next to the 10K–100K follower range. shown widely, but few of those viewers react.
Median views25 981this account924median for 10K–100K
Reach, %113.72%this account3.62%median for 10K–100K
Engagement, %0.29%this account1.52%median for 10K–100K
| Metric | This account | Median for 10K–100K | Ratio |
|---|---|---|---|
| Median views per post | 25 981 | 924 | 28.1× |
| Reach (views ÷ followers) | 113.72% | 3.62% | 31.4× |
| Engagement rate | 0.29% | 1.52% | 0.19× |
Others in this range → Compare with another account → How these benchmarks are built →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
410.8K22 Dec
47.5K
38.6K
30.2K
26.3K
26.6K
21.3K
3.9K
26K2 Sep
86.9K
75.6K
6.9K3 Sep
21.7K
Last 13 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.28%22 Dec
0.29%
0.36%
0.24%
0.32%
0.44%
0.58%
0.31%
0.30%2 Sep
0.16%
0.24%
0.29%3 Sep
0.56%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes42.0%2 148 in total
Reposts1.6%84 in total
Replies2.4%121 in total
Quotes0.7%34 in total
Bookmarks53.3%2 722 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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Frequently asked questions about @BigJohn043
How many followers does @BigJohn043 have?
22 846 followers.
How many posts has @BigJohn043 published?
3 204 posts.
How do posts by @BigJohn043 perform?
Collected posts: 13. Views: 822 433. Likes: 2 148.