
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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Episode notes
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.
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.
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.




