PODCAST: Jeffrey Stevenson of VSS talks investment strategy, infrastructure, industry multiples and more

Jeffrey Stevenson, Managing Partner at VSS, shares insights on investment strategies targeting growth sectors like healthcare and tech-enabled services. He discusses how COVID-19 reshaped due diligence processes and led to rising market multiples influenced by Federal Reserve policies. Stevenson highlights the influx of credit funds in the lower middle market and the evolution of deal practices post-pandemic. He also touches on the opportunities presented by the U.S. infrastructure bill, particularly for cloud services and data centers.