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11 results for “capital structure”
Concept6 mentions across episodes
Capital structure
Topic2 mentions across episodes
Capital structure
...structure in deals. So a typical fast growing software company might have 30% of the capital structure in debt and 70% in equity, literally effectively taking the l out of LBO. Where's leverage if I've got to put 70% equity in to get a deal done? Tha
11:14 / 12:22
from transcript11:14 – 12:22
...of the capital structure, when you blend those altogether, we want something where in a downside case, you have a structured return that'll be meaningful, it could generate in and of itself, a low to mid teens return, where our risk exposure looks an
45:50 / 46:53
from transcript45:50 – 46:53
...about capital structure, hold periods, and some exit optionality? You know, I think our first thing is looking at the debt load. And, you know, we're we're in the business of leveraged buyouts. Right? We put the got to have that L to have an LVO. We'
36:00 / 37:14
from transcript36:00 – 37:14
...capital structure. Sometimes it's an unlevered investment. Sometimes it's a super bespoke preferred security and took that same approach when we were doing one off deal. So it was cases where someone didn't wanna sell the company. They wanted to mini
14:21 / 15:31
from transcript14:21 – 15:31
...down the capital structure within industrials as opposed to having a team of investors focus on industrial buyouts and a completely different set of investors focused on industrial distress or credit. We said just have one team invest up and down the
23:58 / 25:01
from transcript23:58 – 25:01
...crazy capital structure, and what's gonna happen in the game theory behind it? You had avid students on both sides and the fact that we're fifty fifty. So when you go to form this strategy, pretty novel to combine those two parts of the capital struc
20:56 / 22:02
from transcript20:56 – 22:02
around these capital structures, innovating around sources of capital, and innovating around how the market functions. And so just like how Caesar's Palace didn't work and they went right back and did Las Vegas Sands, I think they have internalized t
1:11:54 / 1:13:02
from transcript1:11:54 – 1:13:02
...capital structure, and their attempt to compete is going to be more challenged just in the sense that if they don't have that same cost of capital advantage or equivalent cost of capital, the spread
1:02:11 / 1:03:24
from transcript1:02:11 – 1:03:24
“Small teams making $10M annually might beat most VC-backed founders”
...there new capital structures that can help scale these types of companies, whether it's, like, revenue based financing or things like like that. So these are some of the things I've been piloting with
7:32 / 8:02
contrarian take7:32 – 8:02
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