Скачать или смотреть Why Committed LPs Beat Committed Capital | Ramiro Alfaro

“Eat infrequently, eat well,” says Ramiro Alfaro, whose Paltus Capital goes slow, strikes big, and is pioneering deal-by-deal private equity in Central America. They have had to overcome stigma, educate market participants, and obtain creative financing to close deals. As a first mover, however, they enjoy favorable market dynamics (e.g., good valuations, inbound deal flow, cold outreach success) and ample whitespace for continued growth, while customizing a long-term hold strategy to solve for the lackluster exit opportunities in the region.

Connect with Ramiro:   / ramiroalfaro  
More on Paltus Capital: https://www.paltuscapital.com

00:00 Minds Capital Partners React to Interview with Ramiro Alfaro
07:37 Ramiro Alfaro's Background
08:36 The Evolution of Ramiro's Search Fund
14:12 Challenges and Opportunities in Central America
20:08 Building Relationships and Reputation
27:55 Raising Capital in Guatemala
34:26 Deal Flow and Market Dynamics
44:38 Navigating Public Perception in Business
46:57 Stigma Around Selling Businesses
47:46 Educating Business Owners on Selling
52:45 First Mover Advantage in Guatemala
53:29 Innovative Business Structure
58:25 Challenges and Solutions in Business Acquisition
01:08:26 The Importance of Relationships in Financing
01:11:03 Case Study: Acquisition of a Residential Switchboard Manufacturer
01:23:22 Final Thoughts and Future Plans

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ABOUT the Minds Capital Podcast
MCP is a podcast about the growing world of independent sponsors & deal-by-deal private equity. Hosts Will Smith and Niklas James are partners in Minds Capital, a fund that invests in independent sponsor deals. New episodes every week.

Credits:
Edited by Anton Rohozov