Delivering Long-Term Value in Private Equity: American Securities’ Michael Fisch
Growth Investor with GrowthCap‘s RJ Lumba
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The Evolution of the Investment Mix
We've always believed in buying the number one market share player in its particular niche. And for the last 15 years, those companies have a node which is 100 to 150 million of existing EBITDA. Some are a little bigger at purchase, 200 or more and some now are over 600 to 700 million of E BITDA. We're buying the industrial business and where it makes sense applying technology,. It's pretty much been universally margin enhancing, revenue increasing.
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