My fund is heavy on top-down niche industry thesis investing. Essentially, most of our investments have come from finding an niche industrial industry that we really like (good competitive dynamics, long-term price growth, fragmented market, high barriers to entry, etc.) and investing in the industry leader to be a consolidator or adding value elsewhere. Historically, finding these industries have come from finding a CIM of a competitor or supplier/customer, not liking that company, but liking the industry dynamics, and performing further industry research work to identify targets in the industry that we do like.
This can be a like finding a needle in a haystack. I'm curious if any other private equity funds or their Business Development partners have any good methods or sources for sourcing interesting niche industries other than CIMs or prior operating partner/deal knowledge, particularly in the industrials umbrella.
Any help or ideas are greatly appreciated
Hi therealharambe, the silence is deafening, sorry about that.... Any of the threads below helpful?
More suggestions...
You're welcome.
Bump
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