Alexander Taubman, CEO of Long Lake Management, describes his firm's Berkshire Hathaway-style long-term holding model for acquiring and transforming service companies.
“I'd want to own that company forever and compound on that advantage for decades to come and then extrapolated into ancillary areas and other service lines. And so our vision really is to be a long-term owner partner to world-class services companies.”
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More from Alexander Taubman
Insight
Taubman: 30-40% AI efficiency gives service businesses software-like incremental margins
“What we've done with AI is when you make your existing teams 30, 40% more efficient and they can handle more customers it changes the whole mindset of the organization. Now you're growing, you look like a software company now where you're now growing with High…”
Alexander TaubmanMay 11, 2026▶ 20:49Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman
AssertionNot checkable as stated
Taubman: Long Lake HOA business accelerated from 0-5% to 20%+ annual growth
“We're fastest growing company in the HOA industry. Now we are growing organically. We, when we invested in the businesses, they're typically growing zero to five percent a year in terms of volume. We're now growing 20 plus percent a year.”
Alexander TaubmanMay 11, 2026▶ 3:00Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman
Insight
Taubman: Direct ownership drives better business outcomes than selling SaaS
“We think that you can drive better win-win business outcomes with deeper alignment. And so by actually owning the companies and owning those customer relationships directly, we can drive better, better results. Software companies are wonderful. We partner with…”
Alexander TaubmanMay 11, 2026▶ 5:22Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman
AssertionNot checkable as stated
Taubman: 80% of Long Lake's AI platform infrastructure is shared across verticals
“I'd say roughly 80% of the infrastructure is shared across the verticals, and then there's a lot of work to take it and deploy it into those end markets, and the deployment involves mapping workflows, understanding data sources, cleaning up data sources, integ…”
Alexander TaubmanMay 11, 2026▶ 1:25Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman
AssertionNot checkable as stated
Taubman: Long Lake deploys AI to acquired companies within days
“In the beginning, it took us over a year with our first acquisitions to actually, you know, find the real potential of AI and see it in the business outcomes. But now within days of partnering with a company, we can deploy this very quickly and see immediate i…”
Alexander TaubmanMay 11, 2026▶ 2:00Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman
Disclosure
Taubman: Talent leaves legacy PE for Long Lake's AI-native approach
“We have folks from Blackstone, TPG, HIG, and mostly the reason they come to Long Lake is because, you know, even though these firms are extraordinary firms at what they do, they're not AI native.”
Alexander TaubmanMay 11, 2026▶ 10:11Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman
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