Step Up TRA

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Step Up TRA, every show

CAPITAL ALLOCATORS Assertion Not checkable as stated
Step-up TRAs can absorb 80% earnings drops without payment cuts
“Where we are more focused on is the step-up TRA, primarily because for many of the names that we are underwriting, they can see almost a 60 to 80% drop in their earnings metrics, might that be an EBITDA-oriented metric, and see no changes to their overall paym…”
Andy Lee Mar 30, 2023 ▶ 15:50 Andy Lee – Empty Rooms: Investing in Tax Assets at Parallaxes Capital (Capital Allocators, EP.305)

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