Thesis-driven search:
(1) Develop a vision
(2) Find an acquisition target that fits the vision
Generalist search:
(1) Find an acquisition target
(2) Develop a vision that fits the acquisition target
Thesis-driven search:
(1) Develop a vision
(2) Find an acquisition target that fits the vision
Generalist search:
(1) Find an acquisition target
(2) Develop a vision that fits the acquisition target
This is my journey as an independent sponsor & equity investor.
I publish tactical insights for deal-by-deal private equity.
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