PE Insight Series: Tuck-In Strategy

In the sixth installment of the PE Insight Series, Todd Taskey hosts eight private equity executives to discuss underwriting platform investments and the role of add-on acquisitions. In this episode… Private equity firms often talk about growth, but the real question is how much of that growth should come from the original platform versus future acquisitions. When underwriting a deal, how much should investors rely on what they can build organically? Thomas Cooperrider, Stuart Coleman, Jamie Kennedy, Brian Schmidt, Bill Sommerschield, Chad Scripps, Lee Minkoff, and Larry Shagrin discuss underwriting platform investments. With host Todd Taskey, they explain the role of tuck-ins, the risks of poor integration, and why organic growth remains central to a successful investment thesis.