Faustian Bargain in PE: when a fund sacrifices flexibility to pursue their favorite deals in exchange for committed capital.
La spécialité de RENAUD BESANÇON = mid-market deals (200m€ check sizes) that trade at 30-40% discounts. Pourquoi? Because the PE funds are handcuffed by rigid mandates and can't touch these deals, despite the issues being fixable.
Mesdames et messieurs: RENAUD BESANÇON sur le Minds Capital Podcast dans l'épisode d'aujourd-hui.
