

Investing in the Undervalued and Underappreciated: U.S. Industrials
Jun 14, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 3min
OneRock Capital Partners: A Buyout Firm
02:57 • 3min
The Industrial Sector: A Resilient Sector
05:30 • 2min
The Impact of Supply Chain Uncertainty on Industrial Companies
07:40 • 3min
The Evolution of OneRock's Investment Strategies
10:36 • 3min
The Long-Term Strategy of a Portfolio Company
13:39 • 4min
The Future of PE
17:21 • 2min
The Cost of Labor in the Industrial Space
19:26 • 3min
Nick and Scott on the Labor and Workforce Challenges in Private Equity
22:23 • 2min
How to Conduct a Company Wide Workforce Assessment
24:19 • 2min
The Importance of Aligning the Leadership Team to the Deal Thesis
26:32 • 5min
The Impact of Social Equity and Climate Related Demands on Decision Making
31:08 • 2min
OneRock's ESG Value Drivers
33:33 • 2min
The Future of M&A
35:24 • 2min
The Importance of Operating Talent in Private Equity
37:37 • 2min