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Why Buy the Deals Others Find Too Hard? - Zeina Bain (Sullivan Street Capital)
Why do some of the hardest private equity deals, from messy carve-outs to opaque financials, produce the best returns? Zeina Bain of Sullivan Street Capital explains how she prices complexity that scares other buyers away.
The conversation covers how to separate a solvable problem from an unsolvable one, and why she focuses on a business's micro story rather than betting on market growth. Using Octavius and Tivoli as examples, she shows how small average project sizes, cost-plus contracts and operational discipline turned misunderstood assets into strong outcomes. She also discusses the CEO…
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