Private Equity Done Right…Hellman and Friedman

I thought Hellman and Friedman was mayonnaise until this morning.

As it turns out, these guys offer Private Equity wannabees a case study in Private Equity in technology. My wife thought Kevin Rose was cute (see previous post), but I think these dudes are hot and unlike Kevin…for sure Jewish . For you stock bears, it shows another reason why the dips will get bought.

Bulls and Private Equity dudes will be further emboldened by the Doubleclick deal.

Fred explains what the Google buy means . It’s why you should read the Internet venture VC’s with strong track records that share their insights.

It emboldens my belief that those with an audience will attract brands in a new branding cycle where those brands with cool messages will spend oodles of money across the web rather than on TV. This cycle is third inning while the stock analysts and bears whine about valuations and a bubble in ad spending. I like the web content trade more than ever.

Disclosure – long Wallstrip, howardlindzon.com and my blogroll

UPDATE – Great post by Paul Kedrosky on the whole subject and his implication that Yahoo is now in play. Paul is being added to the blogroll, long overdue.

Michael Parekh also with an excellent round up post on GoogleClick.