Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Due Diligence in Sector-Specific Investments
This chapter explores the due diligence process for a recent investment in a Midwest roofing contractor, emphasizing the benefits of prior experience and industry expertise. It contrasts this efficient evaluation with the more labor-intensive method used in an earlier investment in the veterinary sector, showcasing the value of historical knowledge and teamwork in decision-making.
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