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[REPLAY] Private Equity Masters 3:  Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)

Capital Allocators – Inside the Institutional Investment Industry

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Navigating Private Equity in Software

This chapter examines the expansion of private equity into credit and public equity, particularly in the software industry, while addressing the stability of recurring revenues during the pandemic. It also delves into the dynamics of SPACs and the evolving landscape of investment strategies, emphasizing responsible investing and the cultivation of future leaders. The narrative highlights the firm's commitment to enterprise software and its focus on supporting diverse initiatives within the sector.

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