Stone Point, Jarryd Levine – Value in Industry Specialization at Bullhorn (PE Deals EP. 3)
Private Equity Deals with Capital Allocators
Bullhorn - What Was Wrong With It?
There were definitely risks. The risks here is really the when we did it. I think the biggest concern that we had to get our investment committee comfortable with here was making an investment in the human capital management space in September of 2020. If you take a step back in April 2020, the largest trade publication in the industry, SIA, came out with its forecast for the industry and it was 20% decline for the staffing space. For a long period of dislocation was going to take three plus years to recover from that information if that's what you were basing your evaluation on. We not only had that data through all of our relationships and around the space, we've been so active
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
