BDT & MSD Partners
4 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jan 9, 2023 by Gregg Lemkau · said 19 times in 1 episodes since 2023 · across every show →
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brought up most by Ted Seides (12), Gregg Lemkau (7)
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2023 19 mentions in 1 episode
Everything said about BDT & MSD Partners, oldest first
Jan 9, 2023 neutral
Legacy MSD Capital will be renamed Dell Family Office to avoid confusion
“So as part of the combination, we'll still peel out and have, I think the old legacy MSD capital, which we're going to rename Dell family office to avoid any brand confusion, but there'll still be investments that don't make sense in the funds.”
Jan 9, 2023 positive
BDT and MSD's merger governance has no formal tiebreaker voting mechanism
“And it was fascinating as we were putting together the governance around the deal, everyone said, well, what happens if you guys don't agree?
We're like, we're going to agree.
Well, what if you don't?
We'll go in a room till we agree.
Maybe we'll ask Michael's…”
Jan 9, 2023 neutral
Investing businesses require strategic step-backs, unlike advisory market-share mindsets
“The classic investment banker mindset is do everything for anybody all the time, right? Solve their problems. Do more. There's an extra five minutes in the day. I can get one more client and actually trying to pull back from that natural temptation of being in…”