Private Equity Deals with Capital Allocators cover image

Private Equity Deals with Capital Allocators

Univista – David Perez (Avance Investment Management), (S3.EP.04)

Oct 18, 2023
David Perez, Co-Founder and Managing Partner at Avance Investment Management, discusses the Univista deal including its history, valuation, financing, and exit strategy. They also touch on organic growth, M&A opportunities, challenges in the insurance industry, and the shift to MGA. The episode concludes with insights on value creation, the exit strategy, and lessons learned in private equity.
39:04

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Avance Investment Management focuses on building a people-first culture and leveraging technology to drive value creation in middle market private equity deals.
  • Univista Insurance utilizes a technology-centric approach to effectively target customers and drive success in the Hispanic insurance market.

Deep dives

Avonse Investment Management: A People-First Approach to Private Equity

Avonse Investment Management is a middle market private equity firm focusing on US services and consumer businesses. Founded in 2020, Avonse prioritizes building a people-first culture and leveraging technology to drive value creation. With a billion dollar first-time fund, they have attracted a talented roster of professionals in strategy, talent, and business development. Their focus is on founder-owned businesses in the middle market range, with a specific interest in recurring and secular trends. Avonse seeks to help these businesses grow in a range of areas, including organic growth, mergers and acquisitions, and geographic expansion. They aim to build loyalty, trust, and deep customer relationships, recognizing the importance of localized presence and cultural nuances in appealing to the Hispanic market.

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