PE Insight Series: The Inner Workings of an Investment Committee

In the third installment of the PE Insight Series, Todd Taskey’s guests offer a behind-the-scenes look into investment committees.

In this episode…

Most entrepreneurs aren’t familiar with investment committees, so it can be quite daunting to approach them during a transaction. What is an investment committee, and how do they facilitate the transaction process?

Casey Swercheck, Joshua Bilmes, Nick Moritsugu, Bill Sommerschield, Trenton Sisson, Brian Schmidt, Bill Dyer, and John Findlay demystify investment committees. With host Todd Taskey, the guests discuss the inner workings of these committees, how they assess companies and deals, and how they differ between large and small firms.