[REPLAY] Ian Charles & Doc O’Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
Private Equity Deals with Capital Allocators
How Do You Get Your Hands Around the Performance of SaaS Assets?
There is a unusual predictability and durability to these assets that is unlike anything I've ever been a part of underwriting across alternatives. Once you feel like you understand the league economics and league level assets, that's a beta factor that is shared by all of the teams in that league. This is not an easy sector to get approved to invest in. Underlying all of it is the fact that sports matter in our culture, in our world. As content, it's the most important and valuable content across all of media.
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