The Private Equity Podcast, by Raw Selection

An Operator-turned-PE Investor's Take on How to Originate More Deals, Playbook with Ted Clark

Sep 10, 2024

In this engaging conversation, Ted Clark, a seasoned chief executive turned private equity investor at Iron Path Capital, shares his wealth of knowledge on deal origination. He discusses the power of specialization in private equity, particularly in the healthcare and life sciences sectors. Ted emphasizes the importance of having a clear investment thesis and leveraging professional networks to uncover valuable opportunities. His systematic approach to deal sourcing showcases how a structured method can enhance effectiveness in a competitive landscape.

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INSIGHT

Specialization in Private Equity

Specializing in specific sectors within private equity offers a competitive advantage.
This specialization allows for deeper knowledge and more effective risk mitigation.

ADVICE

Developing an Investment Thesis

Develop a clear investment thesis before actively searching for deals.
This focused approach helps identify specific value creation opportunities.

ADVICE

Leveraging Networks for Deal Origination

Leverage professional networks to source potential deals and gain market insights.
Recruit executives with relevant experience to support thesis development.

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Welcome back to the Raw Selection Private Equity Podcast! In this episode of our Playbook series, we're thrilled to have Ted Clark return. Ted, a seasoned chief executive now making waves as a private equity investor with Iron Path Capital, shares invaluable insights into the art of deal origination. Having previously discussed growing enterprise value from $30 million to $1.4 billion, Ted now dives into the strategies that set Iron Path Capital apart in the competitive landscape of private equity. This session is packed with actionable advice for anyone looking to enhance their deal-making prowess. So, let's jump right into another insightful discussion with Ted Clark.

Breakdown:

[00:00] Introduction of Ted Clark, highlighting his transition from chief executive to private equity investor, focusing on deal origination strategies.

[01:11] Overview of specialization trends in private equity and their advantages in deal origination.

[02:32] The intersection of specialty chemicals and life sciences in private equity investments.

[04:00] Importance of having a clear vision and foundational strategy for where to invest.

[05:00] Strategies used by Iron Path Capital to originate deals, emphasizing the importance of a solid investment thesis.

[07:26] Leveraging professional networks to gain insights and access potential investment opportunities.

[10:00] How Iron Path Capital uses a systematic approach to deal origination to maximize effectiveness.

[13:14] Ted Clark explains the benefits of having an operational background in enhancing credibility and understanding in deal negotiations.

[18:00] Discussion on the synergy between operational experience and private equity investment strategies.

[20:21] Ted Clark shares strategies for effectively leveraging his experience to enhance deal origination and execution.

[25:22] Insights into building and maintaining relationships with investment bankers to enhance deal flow.

[27:15] Closing remarks and ways to contact Ted Clark for further discussion or collaboration.

You can connect with Ted Clark on LinkedIn by visiting his profile here.

To be added to the book waitlist, you can email alex.offer@raw-selection.com

Thank you for tuning in!

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Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.