Growth Equity Private Investor Mandate Interview

TL;DR

Greg discusses his focus on private market investing, specifically growth equity and private creditor factoring. He prefers to invest in the US and Europe, with deal sizes ranging from $1-5 million on the equity side and $10-20 million on the credit side. He is currently interested in distressed debt investing and energy opportunities.

Transcript

Llosa's Richard C Wilson at the family office club and say we are doing a investor mandate interview with Briggs welcome Greg hi Richard so what type of an investor are you in terms of your day-to-day perspectives and the types types of activities you do as an investor sure so my focus is predominately private market investing we have two dedicated... Read More

Key Insights

• 🔒 Greg's focus is primarily on private market investing, with a focus on growth equity and private creditor factoring.
• 🤝 He prefers to invest in the US, but has also done deals in Western Europe.
• 🔶 Deal sizes for growth equity range from $1-5 million, while credit deals can be larger, ranging from $10-20 million.
• ❓ Greg is currently interested in distressed debt investing and energy opportunities.
• ⌛ Due diligence is crucial for investors, especially during uncertain times like the current coronavirus crisis.
• ❓ Greg advises investors to thoroughly analyze financials and request audited financial statements.
• 🛄 The importance of due diligence is emphasized by the Family Office Club, as they aim to provide resources for investors to conduct deeper due diligence.

Questions & Answers

Q: What types of investments does Greg focus on as an investor?

Greg primarily focuses on private market investing, specifically growth equity and private creditor factoring. He has dedicated pools of capital for these types of investments.

Q: Where does Greg prefer to invest?

Greg mainly invests in the US, but he has also done deals in Western Europe. He doesn't have a particular preference for a specific region within the US.

Q: What are the typical deal sizes for Greg's investments?

In growth equity deals, Greg's checks range from $1-5 million. On the credit side, deal sizes can be larger, ranging from $10-20 million.

Q: What is Greg currently interested in investing in?

Greg has turned his focus towards distressed debt investing, particularly on the co-investment side. He is also interested in energy opportunities, but would prefer to invest through funds with managers he trusts.

Summary & Key Takeaways

• Greg's main focus as an investor is on private market investing, with dedicated pools of capital for growth equity and private creditor factoring.

• He primarily invests in the US, but has done deals in Western Europe as well.

• On the growth equity side, he typically invests in syndicate deals with checks ranging from $1-5 million, while on the credit side, deal sizes can be $10-20 million.