Summary: THIS IS AN AUDIO-ONLY VERSION OF A VIDEO INTERVIEW FOUND ON PRIVCAP.COM. VIEW THE FULL VIDEO HERE: Step inside the idea-generation techniques of two major private equity firms and gain insight into the ways these investors form detailed views about macroeconomic and sector trends before looking for deals. This fascinating program is the second in a three-part series about investment decision-makingfeaturing Richard Lawson, Managing Partner and Co-Founder at Huntsman Gay Global Capital,Douglas Londal, Managing Director at New Mountain Capital and Daniel Galante, National Managing Partner of Transaction Advisory Services at Grant Thornton. The first program in this series is “Culture of Collaborative Investing.” Topics discussed: New Mountain’s firm-wide “Deep Dive” process in which “seniority has no monopoly on wisdom,” why private equity firms are moving toward narrower and narrower sub-sector expertise, why ideas without actionable deals mean nothing, and the important differences between primary and secondary research in forming investment theses. The segment also includes an expertQ8A with Daniel Galante of Grant Thornton, the sponsor of this thought-leadership series. Registered users of Privcap may access the 16-minute chaptered video program, the full transcript and the audio-only version, as well as Privcap’s entire archive of thought-leadership content. Register here - it’s quick and it’s free
