The Big Picture

JANUARY 14, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. VOTE invests in a portfolio of the 500 largest U.S. publicly traded stocks, and votes all of its shares to hold companies accountable for creating value over time.

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Leveraged Buyouts Passive Investors Buyout Leveraging 110

The Big Picture

JANUARY 21, 2023

Prior to founding New Mountain Capital in 1999, Klinsky was co-founder of the leveraged buyout group at Goldman Sachs, where he helped execute over $3 billion of pioneering transactions for Goldman and its clients. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday.

Leveraged Buyouts 64

Leveraged Buyouts Capital Buyout Education 64

The Big Picture

SEPTEMBER 23, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. But because these are really good businesses, which got levered, they got leveraged through these leverage buyouts. There’s leverage. And still growing.

Debt 59

Debt Leveraging Banks Leveraged Buyouts 59

The Big Picture

DECEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. But there came to be, in certain situations, buyers that were bootstrap, buyers that were, we would call ’em today, they then leveraged buyout financiers.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

JANUARY 24, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. All you got to do is download them like you would a Netflix movie.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

SEPTEMBER 26, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Google , YouTube , and Bloomberg. Another floating ra, another interest rate sensitive asset class or LBOs, highly levered leveraged buyouts supported by floating rate liabilities. That’s an example.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Big Picture

DECEMBER 10, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. One, two, there was a theory that these businesses had volatile cash flows and therefore couldn’t be leveraged, which was the, you know, the whole point of leveraged buyouts.

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Consultants Consulting Private Equity Firms Private Equity Firms 52