US private equity
3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Jul 19, 2021 by Virginie Morgon · across every show →
Everything said about US private equity, oldest first
Jul 19, 2021
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 …”
Sep 15, 2022 positive
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…”
Sep 23, 2024 bullish
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…”