Charles: Market shifts impact PE firms by scale level more than strategy
Ian Charles · Ian Charles - Private Equity's New Rules (EP.431) · Feb 10, 2025 · at 14:28
Ian Charles of Arctos Partners explains their 10-level PE firm taxonomy and how market dynamics affect firms based on organizational scale rather than asset class.
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“Changes in the market impact firms that share a level a lot more than firms that share the same strategy. That's pretty unique. A level eight infrastructure firm and a level eight buyout firm are impacted by the market in more similar ways Than a level two and a level eight infrastructure firm.”
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