X-Factor: Lifecycle of a Private Equity Investment Thesis

PE-CXO’s X-Factor interviews cast a spotlight on proven private equity-backed experts and the tools and tactics they leverage to create enterprise value across a variety of business challenges.  Falcon partner Rob Huxtable recently sat down with Managing Director, Group Head of Private Equity at Fengate Asset Management Jennifer Pereira to reveal how private equity investors think through the investment thesis of a portfolio company throughout its lifecycle.  

Executive: Jennifer Pereira is Managing Director and Group Head of Private Equity at Fengate Asset Management’s Toronto office. Fengate is a mid-market private equity fund within a multi-asset manager with over $8 billion in AUM.  Fengate is one of the most active real asset and growth equity investors in North America. 

Challenge: Developing investment theses for PE-backed portfolio companies and iterating upon them throughout a hold period. 

Listen to this episode of The X-Factor, catch up on past episodes, and get notified of new X-Factor releases by subscribing to us on Spotify, Apple Podcasts, Amazon Music, or wherever you get your podcasts! 

Watch the full interview: