“If you buy companies at 4x… you’re buying 10 M worth of cash flow… you’ll have cash flow from subsidiaries to fund later deals.”
GB
Giuseppe Balzano
Buyers and Builders ·
“We used to do deals that were 2-3x, now 4x is more normal even with higher rates.”
James Andersen · Buyers and Builders · $2B Investor on People, 29x Returns & the Future of Private Equity
Play from 46:59
46:59
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
Increase comfortable debt leverage from ~2-3x to 4x in deals
4x
Said nearby on the same subject
“Leveraging things like AI to help us deal with more customers faster without having to degrade service”
♫
Said on TBPN
“Thomas Bravo led the buy-up. The purchase price was $10.4 billion… debt level is relatively low at $2.5 billion… 24% of the deal was funded with debt.”
♫
Said on The Real Eisman Playbook
“Debt recycling is about taking… not about taking on additional leverage… every dollar you free up on the deductible side is a dollar you've paid out on the non-deductible side”
AG
Aidan Gullman
Financial Autonomy ·
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