Episode Details

On this episode, Tyler Newton, Managing Partner at Catalyst, makes the case for a disciplined approach to growth investing that sits between VC and buyout—and what operators and investors can learn from it.Learn how to underwrite deals at the growth stage without relying on leverage or the power law—and why paying a fair price in the right sector matters more than finding the perfect company. Hear how to build a five-year plan that underwrites to multiple compression rather than expansion, and what it takes to win deals in a competitive market when you don't have proprietary deal flow.From entry to exit, get a practical view of how to sequence leadership hires as a company scales, keep founders focused on three to five priorities per year, and build toward inflection points that open up multiple exit paths—from PE recap to strategic acquisition to IPO.