70 min listen
Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)
FromCapital Allocators – Inside the Institutional Investment Industry
Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
61 minutes
Released:
Jul 5, 2021
Format:
Podcast episode
Description
Robert F. Smith is the Founder, Chairman and CEO, Vista Equity Partners. Vista is a private investment firm that focuses entirely on enterprise software companies and manages $75 billion in assets across private equity, permanent capital, credit and public vehicles. Taken together, Vista’s current portfolio companies are about 70 in number and house 70,000 employees, 700,000 customers across 175 countries, and 200 million global users. Its combined revenue would make the portfolio one of the largest enterprise software companies in the world. Our conversation covers Robert’s background, the special characteristics of enterprise software, screening potential targets, adding value through industry expertise, assessing management teams, employing operational and financial leverage, and exiting investments. We then turn to managing Vista and the competitive landscape, and close with reflections on Robert’s past mistakes and impact through philanthropy. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe Monthly Mailing List Read the Transcript
Released:
Jul 5, 2021
Format:
Podcast episode
Titles in the series (100)
The Bet with Buffett (Capital Allocators, EP.05): Today’s show is a little different from my ongoing series of conversations with Capital Allocators. As you probably know, about 9½ years ago I made a bet with a certain Oracle, in Omaha, that pitted the performance of a group of five hedge fund of fun by Capital Allocators – Inside the Institutional Investment Industry