Mark discusses Alpine Investors and Alpine Software Group, a unique holding company they have built by acquiring SaaS companies within several verticals. He also shared Alpine's take on talent, the profile of companies the firm invests in, and SaaS 2.0. BIO Mark Strauch is a founding partner at Alpine Investors and Chairman of Alpine SG, the firm's vertical SaaS aggregation platform. Prior to Alpine, Mark served as CEO of EDC, a financial technology company that was acquired in 2011. Previously, he served as CEO of Business Engine, a venture-backed software company that was acquired in 2007. TIMESTAMPS 00:35 Intro 03:15 Alpine and CEO-in-Training program 05:35 The reason why Alpine is the most sought-after firm for top MBA programs 06:50 Investing in SaaS and building Alpine SG 13:20 Valuations of private SaaS companies 15:40 Competing for the deals with other PE funds 21:20 Acquisition process and deal structuring 26:25 Investor vs Operator mindsets 28:30 Areas of improvements in b...