US Private Equity
topic on 1 show · 3 statements across 3 episodes
3 statements about US Private Equity, every show
Japan's Middle Market Is the Largest Pool of Cheap, High-Quality Businesses
“Well, I submit to you today that that biggest pool of high quality businesses on low multiples, great entry points, exists in Japan in the middle markets. It's basically a US private equity playbook that exists for weird quirks of how the Japanese financial sy…”
Stavros: KKR Rejects Deals Lacking Clear Transformation Catalysts
“The ethos of our strategy in US private equity is around transformations. We're looking for good companies that we can inflect in a meaningful way and transform maybe operationally, maybe through acquisition or growth, maybe strategic repositioning, top gradin…”
US management teams hold less leverage in PE deals than European counterparts
“The management team have less of a say in the U.S. Than they have in Europe. That's a big difference. They're less incentivized, and that was a surprise. They're less incentivized in terms of management package, so they less have a say. They're less important …”