
Stone Point, Jarryd Levine – Value in Industry Specialization at Bullhorn (PE Deals EP. 3)
Private Equity Deals with Capital Allocators
Bullhorn
The company had a budget for 2020 and not surprising. This is the middle of 2020. That number included pretty severe dislocation and they had some expectation. Ultimately, when we looked at the end of the year through 2020, the ultimate 2020 figures outperformed initial expectations by almost 20%. We saw real growth in the business. Again, our conviction in the space and what we saw happening during the course of 2020 really helped us to build our models.
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