Ep. 139: Ian Ross, Concentric Equity Partners | Investing Outside the Fund Cycle and Feeding Winners

Podcast: Private Equity Value Creation Podcast · Gordon Cheng

Opublikowano: 2026-07-30

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...