look at bmc and dell. the deals can be huge. and there's a lot of equity available if you team up with another sponsor. lps will write you billion dollar checks sometimes. you can get a lot of equity, you can do big deals. the problem is the public market. if you're going to live on taking public companies private and most big companies are public companies, it's very hard to get value. we've got to look else are with. we've got to build assets. we have to take small companies with big management teams and build them and reinvent the business and stuff like that. you can't do a big old buyout, take it private, cut a few costs and make any money. values are too high. >> what makes a great ceo, tony? you're very big on management teams, that they make a huge difference even with a business that might not be a home run. tell us about what you look for. >> well, of course i'm honored to be here with two of the best ceos i know in maggie and dave. i'm actually serious about that. >> that was a sophomore question. >> i think you've go