Скачать или смотреть A Portfolio Marked Up at 10x MOIC | Stenning Schueppert of Evolution Strategy Partners

Stenning Schueppert, based in Austin, leads Evolution Strategy Partners, one of the most transparent and high-performing independent sponsors west of the Mississippi. A private equity veteran and zinger machine, Stenning shares refreshing insights on why the independent sponsor model beats traditional funds, how radical alignment drives better outcomes, and the simple math behind his portfolio’s 10x MOIC markup.

More on Stenning Schueppert:   / stenning-schueppert-6480b83  
More on Evolution Strategy Partners: https://www.evolutionstrategy.com/

00:00 Minds Capital Partners React to Interview with Stenning Schueppert
05:51 New Partnership Announcement with GF Data
06:56 GF Data Findings and Analysis
10:09 Interview with Stenning Schueppert Begins
11:09 Stenning Schueppert on Transparency and Markups
15:48 The Importance of Alignment in Independent Sponsorship
21:31 Challenges and Strategies in Private Equity
24:02 Portfolio Success Stories and Common Threads
29:57 Patience and Discipline in Deal Making
37:53 The Abundance of Lower Middle Market Deals
38:34 Operational Involvement and Adding Value
42:23 Challenges and Lessons in Partnerships
44:05 The Importance of Cultural Fit in Partnerships
48:03 Scaling and Co-Sponsoring Deals
56:17 The Role of Advisory Boards
01:00:54 Alignment and Incentives in Independent Sponsorship
01:11:13 Concluding Thoughts and Future Opportunities

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🎧 Podcast on Spotify: https://open.spotify.com/show/32K3aO9...
🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast...

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