Tired of being a generalist

Principal in a PE shop where we do buyout stage investments but we are truly generalists across sector. Finding it tiring to be going through all these deals having to put on different hats when looking at tech vs industrials vs consumer.

Curious how other generalists tackle this.

6 Comments
 

Agree. Think generalist PE model is dying - at least at the MF / UMM size range. It's just hard to win a deal in any case when rest of the industry is moving towards sector specialization.

Think the future is in sector-specific funds, or strategy-focused funds (e.g., infrastructure, 'special situations', mezzanine, etc.). I think like many industries - PE GPs will start bar-belling into two groups - megafunds who are effectively asset aggregators / "Walmarts" of PE or boutique sector specific funds that have some real angle for alpha. Undifferentiated MM/UMM generalists I think will grow slower / shrink over time. 

Tech, healthcare, FIG, and to an extent consumer I think are non-starters these days for generalist PE. If at a truly generalist shop, would personally focus on industrial-like businesses (which is pretty broad in itself set). And as with most things, best path is to do 1-2 deals in a certain niche-sector - and then basically build a whole career hunting for those kind of deals over and over. 

 

could you elaborate on why you would focus on industrial-like business at a generalist PE shop; also if you were still on the sell-side and truly didn't care about a specific sector, would you have raised your hand to get staffed on industrial deals?

asking because I'm currently staffed on 3 deals (2 are industrial, 1 is consumer tech) and thinking about how to best position myself for short and long-term

 
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I'm not him, but the immediate logic is that at a sector-agnostic firm, you aren't going to succeed very often trying to invest in a technology, healthcare, or financials asset when there are firms like (taking technology, for instance) Thoma Bravo, Clearlake, and Vista with:

  • a well-oiled machine of a network that gets them first look
  • a deep roster of management with domain-specific expertise, many of whom have worked in other portfolio companies of the firm
  • a refined value creation playbook for operating improvements that has been honed over a lengthy period of time and numerous reps in various conditions

You're either going to:

  • fail to see the asset in process
  • see it but not be able to wrap your arms around it, or if you do, not do it as quickly as the sector guys
  • not be able to underwrite the same performance and thus not be as strong a bidder
  • somehow surmount all of the above but get it steered away from you by the sell-side advisor because Thoma Bravo either feeds them such steady fees that they want to curry more favor, or Thoma is such a known name that they're considered highest likelihood to close

Industrials is a broad universe so you're less likely to face these factors.

I am permanently behind on PMs, it's not personal.
 

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