20min chapter

The Acquirers Podcast cover image

Value After Hours S06 E18: Ben Claremon on Devonshire Partners' Micro Public-to-Private Equity Strat

The Acquirers Podcast

CHAPTER

Exploring Microcap Investing and Private Equity Strategies

The chapter delves into the inception of small and microcap investing, highlighting challenges faced by undervalued companies due to index requirements. It contrasts aggressive microcap activism with private investment in public equity, discussing various investment strategies and the unique characteristics of microcap companies in the market. The speaker emphasizes the importance of a flexible structure and mandate for success in investing in micro public-to-private equity deals, addressing challenges faced by private equity firms in acquiring public companies and the strategies needed for positive returns.

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