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2min chapter
Milk Specialties Global – Michael Fisch (American Securities), (S3.EP.03)
Private Equity Deals with Capital Allocators
Transitioning from a Commodity Product to a Fourth Consumer Product Company
This chapter discusses how the company progressed from supplying a commodity product to becoming a fourth consumer product company, highlighting the benefits and challenges of this transition. It concludes with a question about the impact of moving from absorbing cyclical risk to a spread-based return stream.
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