Differentiated Technology Investing via Cross-Continental Strategy
-0.14%current return
"I think the first is in category leading businesses with phenomenal products where the bet is actually doubling down on the product and bending growth curve rather than milking a product to grow margins. ... We invested in a company called Informatica. We sold a few months ago to Salesforce.com as a $9 billion exit. And Bain actually helped us a lot during the diligence and the value creation there."
— SPEAKER_01
Patel discusses Permira's strategic approach in technology investing, emphasizing investments in category-leading software companies that focus on product enhancement and growth rather than short-term margin optimization. He cites examples such as Informatica's successful exit and Clearwater’s cross-border strategy to illustrate how leveraging European credentials can differentiate investments, suggesting a robust strategy amid competitive market dynamics.
Company CommentaryBullish High ConvictionScore: 7.6
Company Opinion •Dry Powder: The Private Equity Podcast • 27 days ago