Guy Hands, CEO of Terra Firma, on PE and Leveraged Buyouts [REPLAY]
Money Maze Podcast
Money Maze Podcast
4.8 • 216 Ratings
🗓️ 25 August 2022
⏱️ 49 minutes
🧾️ Download transcript
Summary
In this episode, he talks about Terra Firma’s business model, the early successes, and types of transactions they looked for, before discussing the merits and demerits of PE investing (for both investors and the economy). He then talks about the risks should interest rates normalise, where the problems might surface, and the very particular failure of his investment in EMI.
He analyses lessons learned from that episode, how it has influenced his thinking on deals, and how Terra Firma assesses each transaction today. He discloses some of the asset allocation thinking of his family office and the importance of a large real asset component.
Guy talks about his charitable endeavours, including where and why he gives. He then speaks candidly about the lessons and scars from the EMI episode.
As part of our Private Equity Miniseries, we’re re-releasing our episode with Guy Hands (originally recorded in summer 2021). In the wider series, we’re examining how PE has grown to become such a significant artery in finance and the wider economy, and have been joined by guests from the likes of Petershill Partners, Permira, Bain Capital and Schroders Capital.
Learn more about Guy’s story in his book, ‘The Dealmaker: Lessons from a Life in Private Equity’. Released shortly after his original appearance on the show, it is a frank and honest account of how a severely dyslexic child who struggled at school went on to graduate from Oxford and become a serial entrepreneur.
Plus, you can enjoy more episodes via our in-depth Curated Podcast series. Designed for professional investors, these episodes offer detailed insights and analysis into a range of funds and asset classes. Also available on Apple Podcasts & Spotify.
The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches, LiveTrade and Mintus.
Transcript
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| 0:00.0 | Welcome to the Money Maze podcast. I'm Simon Brewer and Will Campion and I have created this show to explore and unravel some of the mysteries surrounding the investment business. |
| 0:19.1 | We hope through direct and insightful interviews with |
| 0:22.0 | masters of the real-life money maze, we're going to learn about different approaches to |
| 0:26.4 | allocating capital, making investment and business decisions, and navigating the pitfalls |
| 0:31.8 | that lie in the paths to prosperity. Whether you're a current or aspiring investor, entrepreneur, professional or student exploring career options, |
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| 0:57.4 | Thank you for listening. |
| 1:01.2 | We're delighted to have Schroeder's as a sponsor and corporate partner. |
| 1:05.7 | Schroeder is a global investment manager |
| 1:07.7 | whose purpose is to provide excellent investment performance through |
| 1:11.5 | active decision-making. For more than two centuries, Schroeder's has evolved their understanding |
| 1:16.3 | of markets, offering investment solutions across fixed income, equities, multi-asset, as well as |
| 1:22.2 | private markets through Schroeder's capital. Shroder's actively invests in companies with |
| 1:27.1 | responsible and durable |
| 1:28.4 | business models. They're also a leading specialist in impact investing for clients who want to |
| 1:33.3 | maximize positive change. Capital is at risk with investing. Bramont is also a sponsor of the |
| 1:40.2 | Money Maze podcast. Bromont is a British company based in Henley that was established 20 years ago by two young brothers |
| 1:47.3 | whose dream was to design and engineer beautiful chronometers. |
| 1:52.1 | When Giles English, one of those brothers |
... |
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