Choe: Specialized human capital services can match software returns on capital
Mike Choe · Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432) · Feb 17, 2025 · at 35:24
Mike Choe, CEO of Charlesbank Capital Partners, discusses finding asymmetric risk-return investment opportunities in professional services rather than traditional software buyouts.
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“In this decade, we think there are classes of companies out there that offer human capital services that are highly specialized, that have pricing power, that have the ability to generate very attractive margins, that are incredibly asset light and very capital efficient. That would the right ownership model generate similar types of returns on capital as software and are fairly misunderstood?”
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