TheBitCast

Ep. 144: Alex Abell. RCP Advisors | Evaluating Lower Middle Market Managers and Operational Value Creation

Podcast: Private Equity Value Creation Podcast · Gordon Cheng

Opublikowano: 2026-09-03

On this episode, Alex Abell, Managing Partner at RCP Advisors, explains how fund of funds investors evaluate lower middle market managers—and why fund-level benchmarking alone fails to surface which GPs are genuinely creating value. Hear how deal-level data can validate or challenge the narrative a manager pitches, why a strong return in a single deal means little without peer context and how operational metrics like entry margins and revenue CAGRs reveal whether a manager is actually improving the companies it owns. Then learn how to evaluate the operational side of a GP—from the structures firms use to depl...