Private Equity’s Lens on Geopolitics: Supply Chains, Infrastructure, and Enterprise Risk

Kicking off a new series on emerging investment themes, Lloyd Metz, Doug McCormick, and Sean Mooney examine the profound effects of geopolitical complexity on private equity. This episode explores the growing trend of supply chain reshoring, the rise of infrastructure services, and how enterprises are grappling with heightened risks in today’s dynamic environment. Lloyd shares insights from a portfolio company aiding corporations in navigating federal policies and mitigating geopolitical challenges, while the group discusses what makes these businesses scalable, cash-generating, and attractive for investment.

Episode Highlights

2:27: Lloyd and Doug break down methods for sorting through massive amounts of information to uncover actionable investment ideas.

10:35: A focused thesis on how geopolitical tensions are shifting supply chains and driving demand for new infrastructure.

19:48: Deep dive into a portfolio company addressing enterprise risks and helping corporations adapt to government policies.

28:14: Building scalable professional services firms: From partnership models to enterprise value creation.

37:32: Leveraging insight into geopolitical dynamics for future investment opportunities and emerging industry trends.

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