- Mark Flickinger combines his engineering background with investment expertise to support both business owners and high-net-worth investors.
- Private markets have grown in importance as alternatives, moving beyond hedge funds to include a wide range of private companies.
- Value creation that once happened in small-cap public stocks is now largely occurring in private companies.
- Only one out of ten U.S.-based companies with $100 million or more in revenue is public, leaving most growth in private markets.
- Entrepreneurs increasingly stay private due to regulatory burdens and the ability to grow without going public.
- Business development companies (BDCs) were created to simplify private market investing for U.S.-based companies and investors.
- Entrepreneurs are increasingly using a hybrid approach of equity and debt to raise capital without overly diluting ownership.
- Taking on a partner or investor is worthwhile if they bring expertise and add significant value to the business.
- Debt can be advantageous if the business grows faster than the interest cost, making leverage an effective tool.
- Capital should be taken strategically to overcome growth hurdles, not just for the sake of raising funds.
- Many business owners excel in specific phases of growth and benefit from focusing on their strengths rather than the CEO role.
- The private credit market is likely to expand further, while banks continue to reduce direct lending to businesses.
- A robust AI plan is now a key factor in evaluating a company’s long-term potential, beyond just naming conventions.
Private Market Investing vs. Public Markets: Where the Real Opportunities Lie
Release Date: 08/22/2025
Money Tree Investing
Barbara Friedberg | Diana Perkins | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Diana Perkins | Trading With Diana
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For more information, visit the show notes at https://moneytreepodcast.com/private-market-investing-mark-flickinger-740