Generating Alpha Podcast

Episode 42: Collin Roche - Co-CEO and Managing Partner of GTCR

Dec 8, 2025
Collin Roche, Co-CEO of private equity firm GTCR, discusses his unique Leaders Strategy, which focuses on identifying world-class leaders before they even start companies. He shares insights on what differentiates top operators, the importance of storytelling in investment, and the keys to long-term success: leadership, data use, and teamwork. Collin also reflects on his upbringing, the value of a liberal arts education, and the lessons he's learned from his experiences at Goldman Sachs and throughout his career.
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ANECDOTE

Liberal Arts Shaped His Thinking

  • Roche chose Williams over a deep finance school to broaden academically and socially and to learn how to learn.
  • He credits writing-heavy liberal arts training with improving pattern recognition and thinking.
INSIGHT

Use Narrative And Scenarios

  • Storytelling means understanding industry history, current forces, and plausible future scenarios.
  • Roche uses narratives and scenario thinking rather than precise predictions to make investment decisions.
ANECDOTE

Turning Around Verifone

  • Roche recounted buying Verifone when it was a messy HP spinout with poor data and operations.
  • He backed a new manager and rode tech and broadband tailwinds into a virtuous growth cycle.
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