Chuck Davis

7 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Aug 9, 2021 by Chuck Davis · said 1 times in 1 episodes since 2025 · across every show →

On the record as a speaker too: Chuck Davis's record, appearances and statements → this page counts the times other people say the name.

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Everything said about Chuck Davis, oldest first

Aug 9, 2021
Disclosure
Stone Point rejects passive agreement and demands employees challenge senior leadership
“We're big at Stone Point on everyone speaking their mind, and we do not want people to be what I would call head bobbers. You look and see what the senior people want, where they're leaning, and you bob your head that way. We want people that make an independe…”
Chuck Davis Aug 9, 2021 ▶ 1:01:02 Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)
Aug 9, 2021
Insight
Elite operators are domain specialists, not generalist corporate managers
“Many of these folks have lived in their world their whole life, and they just know it inside and out. If you ask them to run another business, they're not Six Sigma GE trained people who can go from light bulbs to jet engines. They don't want to. They're in th…”
Chuck Davis Aug 9, 2021 ▶ 31:58 Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)
Aug 9, 2021 positive
Disclosure
Stone Point is selling preferred hold companies due to compelling market valuations
“We have a number of companies that we're selling right now that we would rather hold, but it's just the prices are so compelling.”
Chuck Davis Aug 9, 2021 ▶ 47:17 Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)
Aug 9, 2021 negative
Assertion Not checkable as stated
PE firms compete with strategics using higher leverage and creative EBITDA adjustments
“Right now, private equity firms are very competitive with strategics, so businesses that are leverageable, people will put a lot more leverage often on businesses than we will. People often will adjust EBITDA in ways that are quite creative.”
Chuck Davis Aug 9, 2021 ▶ 46:49 Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)
Aug 9, 2021
Insight
Operator quality matters more than underlying business economics
“The people are even more important than the business. There were many people that he backed in tough businesses that did well, and there were many people that were in good businesses that were not capable, and they didn't do well.”
Chuck Davis Aug 9, 2021 ▶ 7:38 Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)
Aug 9, 2021
Insight
Successful investments naturally create their own exits regardless of upfront plans
“This is not meant to be a glib comment, but if this business succeeds, There'll be lots of exit alternatives. If this business does not succeed, all the things we tell you today about how wonderful the exit options will be are not going to be there.”
Chuck Davis Aug 9, 2021 ▶ 46:31 Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)
Aug 9, 2021
Disclosure
Stone Point provides target companies with warm customer introductions before investing
“And then you find out who they're looking to get as new customers, and we can help them with a warm introduction, and we often will do that before we even have a chance to invest. We try to help people before”
Chuck Davis Aug 9, 2021 ▶ 33:20 Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)
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