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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 Leverage in Private Equity

This chapter explores the management of leverage in high gross margin businesses, highlighting the importance of operational over financial leverage. It discusses strategic adaptations made during the pandemic, the complexities of financing within private equity, and the critical evaluation required for investment decisions. Additionally, the chapter addresses the nuances of exit strategies, investment selection, and the signaling effects of selling in the marketplace to optimize investor returns.

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