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Dial

3 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 13, 2021 by Wylie Fernyhough · across every show →

Everything said about Dial, oldest first

Aug 13, 2021 bullish
Assertion Supported
Dyal and Petershill refinance 15-20% IRR GP stakes at 5-7% cost
“Because, you know, you can go out and refinance some of these at a five to seven percent cost of capital, and you're putting that against something that's delivering 15, 20% plus IRRs. And so Dial and Peter Sill have both done this, and I think we may see more…”
Wylie Fernyhough Aug 13, 2021 ▶ 31:22 Wylie Fernyhough – Private Equity Stakes (Capital Allocators, EP.208)
Aug 13, 2021
Assertion Supported
Sixth Street and Golub sued Dyal over the Owl Rock tie-up
“This can become a sticky point, and one recent case we saw this highlighted was Dial, where it had some lawsuits filed by two portfolio companies, Sixth Street and Golub, to prevent Dial from potentially sharing important and Critical information with Alrock, …”
Wylie Fernyhough Aug 13, 2021 ▶ 23:11 Wylie Fernyhough – Private Equity Stakes (Capital Allocators, EP.208)
Aug 13, 2021 neutral
Assertion Not checkable as stated
Major GP stakes buyers plan for 20-to-30-year holding periods
“When Dial buys in or when any of these large firms buy in, they buy in with the Thought that we're going to hold this thing for 2030 years, even though maybe it's only underwritten out to 12 or 15.”
Wylie Fernyhough Aug 13, 2021 ▶ 21:11 Wylie Fernyhough – Private Equity Stakes (Capital Allocators, EP.208)
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