I noticed Summit Partners buying an Adsense ad on
Feld Thoughts today. Summit is a legit firm (unlike the other 2 ad buyers). My favorite Summit investment is
Triton a niche ATM company that exclusively serves casinos (ka-ching!). One of my best friends was an associate there recently; I asked him about it. He rather eloquently told me:
"Growth equity deals no longer require much artistry, but rather process execution and salesmanship."
Thats one reason he is not there anymore.
I am, ah, skeptical of the amount of great deal flow that Summit gets from Adsense.
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