Overly segmented shops

Recently spoke with a friend that is a secondary investor at partners group. Was pretty surprised to hear how incredibly chopped up / segmented all the functions are and how he frankly has no visibility or influence over anything - all he can do is talking to bankers in his coverage area and monitor a team that builds a model.

Below were some of the other teams that make decisions:

Risk team: decides if the deal is worth going for

portfolio Management team: decides how much of the deal to do and what PG products invest

capital markets team: responsible for deciding how much leverage to use, structuring, and bringing in co-investors

Execution team: deal team doesn't run execution, as soon as the LOI is signed they hand it off to a legal team that runs the negotiation process over the PSA

Monitoring: done by the portfolio monitoring team - deal team doesn't stay involved post execution

So basically the "deal team" makes no decisions - they just funnel deals in, do basic modeling and pitch. Sounds awful.

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Agreed. Imagine only being permitted to talk to people in your "coverage zone/geography" and then have to peddle the shitty deals those bankers put on your desk. At the end of the day you have zero influence if the deal goes through, how it is structured, or even what product to goes into. PG has effectively created a conveyer belt approach to investing where they have commoditized each position. Benefit to them is that they can underpay people and just slot worker bees into positions at any time. I think PG has some of the worst attrition in the market.

 

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