The Private Equity Podcast, by Raw Selection
The Power of Simplicity Done Right With Brad Armstrong
Jan 14, 2025
Brad Armstrong, a Partner at Lovell Minnick, shares insights from his 25 years in private equity. He highlights the importance of sticking to fundamentals and the critical mistake of misaligning capital raising with deployment. Brad discusses identifying competitive edges and trends in financial services, emphasizing digital transformation. He elaborates on Lovell Minnick's 'all-weather strategy' for consistency, custom value creation plans, and the significance of effective executive selection in driving growth.
28:34
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Private equity firms must focus on key sectors like financial services and fintech to achieve sustainable growth and value creation.
- Maintaining a disciplined capital deployment strategy is essential for avoiding investment pitfalls and ensuring long-term success in fluctuating markets.
Deep dives
Key Focus Areas in Private Equity Investments
Private equity firms should concentrate on key sectors that show consistent growth potential. Among these sectors, financial services, business services, and fintech have emerged as attractive areas for investment. The emphasis on organic and acquisition-driven growth allows firms to capitalize on profitable businesses while providing essential expertise to management teams. This approach not only supports portfolio companies but also establishes a strong foundation for sustainable growth.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
