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firms that verticalized 10 or 12 years ago

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 14, 2025 by Tim Sullivan · across every show →

Everything said about firms that verticalized 10 or 12 years ago, oldest first

Jul 14, 2025 neutral
Assertion Supported
Sullivan: Scaled private equity firms are fragmenting into niche sub-verticals
“Some of the firms that verticalized 10 or 12 years ago are now creating sub verticals. The industrial team is not the industrial team anymore. There's the aerospace team, and the packaging team, and whatever else.”
Tim Sullivan Jul 14, 2025 ▶ 17:20 Tim Sullivan – Yale's Private Portfolio (EP.456)
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