How Do You Come Up With Your Investment Thesis?

Arun Bio

We founded MBM Capital with one mission: create a new, profitable pathway for founders whose companies are orphaned by traditional VC.

Arun has over 20 years of investment, operations and turnaround experience, including at firms such as Shinsei Bank (early employee at JC Flowers / Rippledwood led turnaround), StoneCastle, Klarna and LedgerX. He has invested over $500mm of capital during his career in speciality finance companies, community banks, fintech and other special situations.

We talk about

How does one come up with their fund’s thesis?

What type of numbers in general terms do Private Equity groups like to see?

How does interest rates change your decisions when making an offer on a company?

How do you go about thinking about structuring a deal, both price and terms, when you make an offer on a company?

How do you analyze different value drivers of a company?

And much more

Connect with Arun

https://www.linkedin.com/in/arunmittal/

arun.mittal@gmail.com

917-804-6533

https://www.mbmcapital.co/