Episode Details

On this episode, Ian Ross, Partner at Concentric Equity Partners, discusses how a family office-private equity hybrid changes the economics of lower middle market investing. Learn why fund-cycle pressure pushes firms to sell their best companies early, and how removing that pressure supports a feed-the-winners strategy that keeps reinvesting in businesses as they grow, using growth, multiple arbitrage and leverage to build enterprise value along the way.Hear how portfolio companies can weigh short-term EBITDA dips against long-term payoff, why customer acquisition cost and lifetime value apply just as much to services businesses as SaaS, and how leadership teams can navigate AI-driven shifts in marketing and go-to-market strategy by building the trust needed to try new approaches with management.The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.